Microsoft Dynamics 365 – Page 96 – Nishant Rana's Weblog

Improved duplicate detection and merge experience in Dynamics 365 for Sales– 2020 Release Wave 2

2020 Release Wave 2 brings improvement in duplicate detection and merge capabilities.

Check other posts on Release 2020 Wave 2

To enable it, navigate to – Settings > Data Management > Duplicate Detection Settings

Enable it –

With this enabled, the user can see why a record is being flagged as duplicate, it also allows users to merge the record using the improved Merge dialog box while the record is being added, updated, or quailed as in case of lead.

On creating a duplicate contact record with the same last name and first name, the dialog box opens up.

We can select any of the matched records and click on the Merge button to merge it.

We can see the different options within the merge dialog box.

Selecting the appropriate options, and clicking on Ok merges the record.

Hope it helps ..

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Replicate / Export Dynamics 365 (CDS) data – different options

The most common use case to export Dynamics 365 or Common Data Service data to an external database/datastore is to have more control over the data (without going through API route) with the ability to run analytics such as Power BI Reporting, Machine Learning, Data Warehousing, Integration, etc.

For analytics, we can also use our Microsoft Dynamics 365 AI apps that use Dynamics 365 data as a source

https://docs.microsoft.com/en-us/dynamics365/ai/

Below listing down few of the options –

Data Export Service – Configuration

It is a free Add on-service provided by Microsoft for exporting Dynamics 365 or CDS Data to Microsoft Azure SQL Database or Microsoft Azure SQL Server on Microsoft Azure Virtual Machine.

Microsoft recommends Azure SQL Database Premium P1 or a better plan for Data Export Service

https://docs.microsoft.com/en-us/power-platform/admin/replicate-data-microsoft-azure-sql-database

Notes on Data Export Service –

https://nishantrana.me/2018/10/04/my-notes-on-dynamics-365-data-export-service/

Export to Data Lake Service – Configuration

The service enables continuous replication of CDS Data to Azure Data Lake Gen 2.

https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/export-to-data-lake

Few posts on Azure Data Lake

https://nishantrana.me/category/azure-data-lake/

Azure Data Factory – GUI based integration tool

Cloud-based integration service.

https://docs.microsoft.com/en-us/azure/data-factory/connector-dynamics-crm-office-365

Check out the informative posts on Azure Data Factory –https://dynamicscrmgirl.wordpress.com/tag/azure-data-factory/

We can also run SSIS Packages on Azure Data Factory

https://nishantrana.me/2020/10/21/posts-on-azure-data-factory/

Scribe Online Replication Services – GUI based integration tool

Cloud-based integration service.

https://nishantrana.me/2019/01/09/using-scribe-online-replication-services-rs-to-replicate-dynamics-ce-data/

Another option is to use Scribe Insight

https://trellispoint.com/quickly-copy-dynamics-365-online-data-to-sql-server-using-scribe-insight/

Skyvia’s Data Integration service

Informatica

Cloud-based integration service.

https://nishantrana.me/2019/11/13/easily-set-up-dynamics-365-ce-crm-replication-incremental-to-azure-sql-sql-on-premise-using-skyvias-data-integration-services/

Another GUI based integration tool that can be considered is Informatica

https://network.informatica.com/cloud/index.htm#page/cloud-microsoft-dynamics-365-for-sales-connector-guide/Introduction_to_Microsoft_Dynamics_365_for_Sales_Connector.html

KingswaySoft Integration Components – SSIS

Leading data integration software – provide SSIS components to integrate applications/databases.

http://www.kingswaysoft.com/blog/2017/04/04/How-to-Retrieve-Incremental-Changes-from-CRM-in-your-ETL-Process

Another SSIS based option is CozyRoc

https://www.cozyroc.com/ssis/dynamics-crm

Or we can use Script Component instead of using 3rd party components/ tool

https://nishantrana.me/2020/10/19/connect-to-dynamics-365-through-script-component-ssis/

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Using KingswaySoft Azure Blob Storage component with Dynamics 365

KingswaySoft provides 3 components specific to Azure Blog Storage

Azure Blob Connection Manager
Azure Blob Storage Source
Azure Blob Storage Destination

Check other blog posts on SSIS

https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/

Let us take a simple example where we are extracting \ reading contact data from Dynamics 365 \ CDS and saving it as a text file in Azure Blob Storage.

Create a new SSIS Package, and drag the Dynamics CRM Source component to it.

(Define the connection to Dynamics CRM instance using Dynamics CRM Connection Manager)

We have selected emailaddress1, first name, and the last name attributes.

Next drag an Azure Blob Destination Component, we will first define the connection to Azure Storage first

Navigate to the Access keys in the existing Storage account to get the account name and the key (or create a new Storage account)

Paste the values and test the connection.

Below we have specified the name of the existing Blob Container, the name of the file to be created there along with the format.

The mapping column will have the mappings defined

Let us execute the package

We can see the file created in the Blob storage

We can see it populated with the source columns specified in CRM Source component.

Similarly using the Azure Blog Source component, we can read the files and can use it for any destination component including Dynamics 365 Destination.

Hope it helps..

Fixed – Unable to Login to Dynamics CRM or An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail

We might get below error while trying to consume Organization Service through the client application

Unable to Login to Dynamics CRM

An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.

Chances are the Security Defaults are enabled on the account you are using.

https://docs.microsoft.com/en-us/azure/active-directory/fundamentals/concept-fundamentals-security-defaults

If not required, login to

https://portal.azure.com/

Select Azure Active Directory > Properties > Manage Security Roles

And disable it

This time the connection will be successful.

Try below as well –

SecurityProtocolType.TLS12 –

https://nishantrana.me/2018/10/20/unable-to-login-to-dynamics-crmorganizationwebproxyclient-is-nullorganizationwebproxyclient-is-null-error-while-using-crmserviceclient/

https://nishantrana.me/2018/04/24/unable-to-login-to-dynamics-crmorganizationserviceproxy-is-null-error-while-using-crmserviceclient/

Server Clock out of sync –

https://nishantrana.me/2011/12/13/an-unsecured-or-incorrectly-secured-fault-was-received-from-the-other-party-see-the-inner-faultexception-for-the-fault-code-and-detail/

MFA –

https://nishantrana.me/2020/05/07/an-unsecured-or-incorrectly-secured-fault-was-received-from-the-other-party-see-the-inner-faultexception-for-the-fault-code-and-detail-while-trying-to-connect-using-xrmtoolbox/

Hope it helps..

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Fixed – There was an error calculating dependency for this component. Missing component id error while trying to import a solution in Dynamics 365

We got the below error while trying to import the solution.

The error indicates that either the component with the specified GUID in the error message is either missing in the solution or is missing in the target environment.

Search for the GUID either in the customization.xml or solutions.xml to find the component.

Add the missing component in the solution and try the import again.

Or remove the dependency to that component from the source solution.

In our case, it was the Quick View Form referred to in one of the entity’s form but not included in the solution. We added the Quick View Form in our solution and tried the import which worked.

We could have also removed the quick view form from the entity’s form (if the component was not needed) and tried the import.

Hope it helps..

Fixed – Object reference not set to an instance of an object error while calling an Action in Dynamics 365

Recently in one of our JavaScripts which was calling an action (with a plugin registered to it) was giving us the below error.

We had a plugin registered on the call of that action, which in turn was calling an external service.

We figured out the probable cause of this error (related to certificates) and updated the plugin code accordingly on the server.

Unfortunately, this didn’t fix the issue for us, we also tried different possible solutions but to no avail.

As a last resort, we thought of giving this a try – deactivate and activate the Action, and to our surprise that did the trick.

Our thought is maybe Action was somehow still referring to the old plugin code, and the step of deactivating/activating the Action kind of cleared the cache or something, making action to refer to the latest plugin code deployed.

Hope it helps..

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