Tag: Microsoft Dynamics CRM

Can we update ‘SYSTEM’ user in Dynamics 365 / Dataverse?


We recently were asked to check the possibility of updating the SYSTEM user specifically the primary email field of it.

https://docs.microsoft.com/en-us/power-platform/admin/system-application-users

Usually, we use SYSTEM user to specify the plugin’s execution context for business requirements that needs elevation of privileges.

And also we can neither update it from the user interface nor it is recommended to update the SYSTEM user.

If we try to update the user through code, we’d get the below error message

Error updating Users – No modifications to the ‘SYSTEM’ or ‘INTEGRATION’ user are permitted. [See the Execution Plan tab for details of where this error occurred]


Hope it helps..

 

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Update Personal Options / Personalization Settings using UpdateUserSettingsSystemUser Request – Dynamics 365


Recently we had a requirement to update the “Negative Currency Format” – Regional Options for all the users.

We could not find this option in our favorite plugin – User Settings Utility.

So to programmatically update it we use the below code.

Or using our most favorite plugin – SQL 4 CDS

Updating it to the required format – 5

The Result –

Get more details here-

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/usersettings?view=dynamics-ce-odata-9

Hope it helps..

C# Code – 

  CrmServiceClient svc = new CrmServiceClient(ConnectionString);
            
            if (svc.IsReady)
            {
                var reqUpdateUserSettings = new UpdateUserSettingsSystemUserRequest();

                // GUID of the System User
                reqUpdateUserSettings.UserId = new Guid("18392d47-9dc0-eb11-8235-00224808ff23");

                // reference the usersettings Entity
                reqUpdateUserSettings.Settings = new Entity("usersettings");

                // update the negativecurrencyformatcode to appropriate integer value
                reqUpdateUserSettings.Settings.Attributes["negativecurrencyformatcode"] = 5;

                var response = (UpdateUserSettingsSystemUserResponse)
                    svc.Execute(reqUpdateUserSettings);
            }

SQL – 

update usersettings 
set negativecurrencyformatcode = 5
where systemuserid = '18392d47-9dc0-eb11-8235-00224808ff23'
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Fixed – We are having trouble loading your form preview. Check to make sure you have access error in Power Apps


While trying to open a form for customization for a custom entity we were getting below error within the maker portal.

The user was an admin user.

The same was the case in both Chrome and Edge browsers.

The only way we could proceed was by switching to classic experience.

Switching to Classic worked

After updating the form in classic and publishing the changes, the form started working properly in the maker portal also.

We were able to customize the form in both Chrome and Edge.

Hope it helps..

How to setup – Azure Synapse Link – Microsoft Dataverse


Azure Synapse Link (earlier known as Export to Data Lake Service) provides seamless integration of DataVerse with Azure Synapse Analytics, thus making it easy for users to do ad-hoc analysis using the familiar T-SQL with Synapse Studio, build Power BI Reports using Azure Synapse Analytics Connector or use Azure Spark in Azure Synapse for analytics.

Posts on Azure Data Lake

As a first step, we need to create the Azure Synapse Workspace.

Login to Azure Portal (https://portal.azure.com/ ) with appropriate roles and create a Synapse workspace.

https://docs.microsoft.com/en-us/azure/synapse-analytics/get-started-create-workspace

Wait for the deployment to be complete. Below are the resources created as part of the deployment.

Login to the maker portal (https://make.powerapps.com/ ) and select the appropriate environment

Click on Azure Synapse Link and check the Connect to your Azure Synapse Analytics workspace (preview) and specify the storage account created in the previous step

Here we have selected the Contact and System User table for export.

On clicking Save, we got this error couple of times, even though the account being used was Owner across the Azure resources. Trying save 3-4 times more, allowed the link to be created.

Click on Go to Azure Synapse Analytics workspace, opens the Azure Synapse Studio

Within Synapse Studio we can see our Dataverse Database and run query.

Similarly, we create a Power BI report with Azure Synapse Analytics (SQL DW) connector.

Copy the Serverless SQL endpoint of the Synapse workspace.

Select the Direct Query option.

https://azure.microsoft.com/en-gb/blog/power-your-business-applications-data-with-analytical-and-predictive-insights/

Hope it helps..

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How to – improve data migration performance – SSIS & Azure Data Factory (Dataverse / Dynamics 365)


In one of our projects, we were executing SSIS Packages (KingswaySoft’s Dynamics 365 SSIS Integration Toolkit) under Azure-SSIS Integration Runtime in Azure Data Factory.

Check out –

Deploy and run SSIS Package in Azure Data Factory

Deploy and run SSIS Packages that use KingswaySoft’s SSIS Integration Toolkit on Azure Data Factory.

After trying out different combinations, we eventually settled with batch size as 10 and thread as 15.

https://nishantrana.me/2021/06/08/data-migration-optimum-batch-size-and-threads-for-maximum-throughput-microsoft-dataverse-dynamics-365/

Also, we used multiplexing – running the CRM Destination Component under different application users.

To be precise, 4 in our case and we can increase it get further  improvement in the throughput.

And also based on the recommendation of our Microsoft’s Fast Track Architect we raised a Microsoft ticket to increase the number of web servers allocated from 2 to 3.

Below were our findings,

the earlier run was using batch size as 100 and thread as 20 with the number of servers as 2.

On updating the batch size to 10 and thread as 15 and with the number of servers allocated increased to 3, there was a huge performance gain.

Check the table below – 

The above table is sample run in the sandbox environment, during the final run in production we got the number of servers allocated, increased to 6, gaining further improvement.

Also, check out the below blog post to understand about the affinity cookie and its affect on performance, in case if we doing migration using custom code –

https://markcarrington.dev/2021/05/26/improving-bulk-dataverse-performance-with-enableaffinitycookie/

Hope it helps..

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Modern Model App designer (preview) – Dataverse (Dynamics 365)


A new Model App designer (preview) was added to the platform recently.

It follows a page-based authoring approach and resembles the new UCI.

Within the Maker Portal, while create an new Model-Driven App, we can select Modern App designer (preview)

Provide the name and description to the app and click Create.

Click on Play to see how the default app looks like

Now let us add the lead and contact entity and some dashboards to it.

Click on New Page

Select Table based view and form. The other option is Dashboard.

Search and select Lead and Contact and leave it checked – Show in navigation option

This adds the form(s) and view(s) for the table selected.


We can click on form and view and can either let all the forms and views selected by default or can specify specific views and forms.

“No forms have been explicitly selected. All forms will be available by default.”

Similarly, we can add a Dashboard

Here we have selected 2 dashboards and kept the option – Show in navigation checked.

We can update the title of the Dashboards added.

From the navigation menu, we can arrange the components added -i.e. move them up and down and as well remove them.

We can also add new Group and also the Subarea of type either Table or Dashboard.


Save and Publish the change and click on Play.

Our App is ready.

Similarly, we can edit an existing App in the new preview designer.

We can also Switch to classic 

Our Classic App Designer à

Lastly, the Data section in the new designer allows us to edit our entity/ table.

DataSection

Hope it helps..

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