Microsoft Dynamics CRM – Page 44 – Nishant Rana's Weblog

SSRS Fetch XML based CRM Online Report performance in Dynamics 365

Hi,

Recently we were analyzing the performance of a fetch xml based online report.

The report was running against opportunity, and had 4 data set in it. Custom entity A and custom entity B were n – 1 related to opportunity.

Data Set Opportunity	13000 records
Data Set for Custom Entity A used for Lookup	100 records
Data Set for Custom Entity B used for Lookup	8000
Data Set for Tasks Activity used for Lookup	130000 records

Resources in Use -300 Custom Entities Limit in Dynamics 365 (online)

Hi,

Till CRM 2015 update 1, we had upper limit of 200 Workflows, 300 Dialogues and 300 Custom Entities. From CRM 2015 Update 1 onwards, the limit of workfows, dialogues and custom entities have been removed.

In Dynamics 365 Online we can still see information related to custom entities which shows upper limit as 300. However this is more of indicative and there is no upper limit now. Please refer the below link for more details

https://technet.microsoft.com/en-us/library/88b18946-474c-4c94-8e4c-27532f930757?f=255&mspperror=-2147217396#Anchor_4

Go to Settings –> Administration –> Resources in Use

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Hope it helps..

Quick Walkthrough – Editable Grid in Dynamics 365.

Let us try exploring Editable Grid in Dynamics 365

We’d enable it on Contact Entity ( editable grid works for custom entities as well)

Go to Contact entity, control tab and click on Add Control

Add Editable Grid

Enable Editable Grid as default for Web, Phone and Tablet

Save and Publish the change.
Go to Contact Home Grid. (fields now can be edited, Status, Composite fields etc are not editable)

We can do Group By on the grid

Similarly, in Associated View of Contact we have the same behavior

To switch back to Read Only Grid, select SHOW AS command

Back to our old Read Only Grid (no grouping)

We can add JScript for fields inside grid.
Let us try Adding function on OnChange of Address 1: City field inside Editable Grid

On changing the City field in the grid

For Subgrid,

Hope it helps..

Sample Code to use UpsertRequest in CRM 2015\2016

UpsertRequest was a new request introduced in CRM 2015 Online Update 1.

The request based on the alternate key specified, looks for the record, if the record is existing it updates it else it creates a new record.

https://nishantrana.wordpress.com/2016/10/25/alternate-keys-in-crm-2015crm-2016/

UpsertResponse has a property named RecordCreated which is false if the record is found and updated else it is true if record is created. The Target property holds the reference of the record created or updated.

Suppose we have following record created. It has Alternate key defined on “Alternate Key Field”

Sample Code

As we have demo entity record with alternate key field having value as “My Alternate Key 1” it will update the record.

Running it again this time changing the value for the alternate key field.

It creates a new record.

Hope it helps..

Creating Patches – Solution Management in CRM 2016

Hi,

Just sharing a simple scenario to understanding the working of Patches with Managed solution,

Create a solution named Test Solution with Contact entity in it. (with Add All Assets option)

Imported it in another Target Org as Managed.
Now I want to change the width of the section so that label is clearly visible for Preferred Method of Contact field.
And we also add a new custom field named Middle Name in the form.

Instead of deploying the complete solution again, we can create a Patch which includes these changes.
In our Dev let us do the changes

Now click Clone a Patch button for the Test Solution.

In the solution add only the 2 components Main Form and the newly created Middle Name field in the patch solution.

Export this Patch Solution as Managed and import it in the target org.

In target Org after import of Patch we can see our changes.

Now suppose we make few other changes like removing the Fax field from the form (below mobile phone field) and want to deploy the entire solution and don’t need the patch anymore.
For this select Clone Solution button