Enable parent check option during Merge – Dynamics 365


The duplicate detection/merge feature has been optimized in the platform

https://nishantrana.me/2020/10/29/improved-duplicate-detection-and-merge-experience-in-dynamics-365-for-sales-2020-release-wave-2/

and now uses the new interface replacing the legacy web client.

The legacy experience –

The enhanced experience – now with merge option.

Merge allows to select up to 2 records to merge. Selecting more than 2 records to merge gives the below error.

And Merge button will also get disabled.

Below are the different options available while performing Merge.

  • Merge records by choosing fields with data.
  • View fields with conflicting data.
  • Enable Parent check

In case of qualify we are able to select 2 matching records for merge

dd2records

The merge process is always asynchronous. The merge also merges any child records.

As per Microsoft Docs, to find the progress of the cascading operation triggered as part of the merge, navigate to System Jobs in Audit and Logs settings within the Admin portal.

Filter by Cascade Operations

The Enable parent check option, if checked, will result in failure during merge operations if records are deleted while the system job is running. We need to uncheck this option if we want merge to continue even if a record is deleted while the Merge job is running.

There could be other reasons because of which merge operations could fail.

Get all the details here –

https://markcarrington.dev/2020/08/14/msdyn365-internals-async-record-merging/

Hope it helps..

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Advanced lookup in Model-driven Power Apps / Dynamics 365


To enabled Advanced Lookup, log into to Power Platform Admin Center, navigate to

Environment >> [Select Environment] >> Settings >> Behavior

Enable the Lookup behavior and Save.

This adds the Advanced Lookup option in the Lookup dialog.


Clicking on it opens the Advanced Lookup Grid 


We can perform SEARCH within a selected View, CHANGE a view, can FILTER it the results further to show only records owned, ADD a new record, SORT the grid.


The best part is we can open/edit an existing record as well as add new ones without losing the existing context.

Opening an existing record from the result opens the record in the new pop-up window as shown below.

Similarly, the Add new option opens the Quick Create form.

In case of special data type like Party List or Regarding, we can select multiple records of different entities we are presented with.

Similar the option to Add new records list all the tables/entities applicable to that lookup.

Thus the new advanced lookup makes working with Lookup much simpler and effective and we should start adapting / using it.

 

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

 

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Using Shared Mailbox and Queue in CRM for implementing generic email address in Dynamics 365 and Exchange Online.


Recently, we had a requirement to send email to customers using a generic email address like donotreply@domain.com from Dynamics CRM (& Exchange Online).

The way we can implement this is through Shared Mailbox and Queue in CRM Online.

Log in to the Administration Portal

https://portal.office.com/adminportal/home#/homepage

Select Shared mailboxes

Members can be added to the Shared Mailbox

Now back in CRM assign the email id to a particular queue.

Now sending an email activity with From as Queue and to as one of the user inside CRM.

Open the user’s mail box.

Make sure we have done Test and Enabled Mailbox for the Shared Email Box and have set Incoming and Outgoing Email as Server-Side Synchronization.

Hope it helps..

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App not accessible to certain users in Dynamics 365 (CRM)


Recently we created a new App for one our clients and gave permission to appropriate security roles to access those App.

But still some users were not able to access the App.

Eventually we realized the Security Roles (custom one) assigned was not having Read permission on App to access it.

This fixed the issue.

Hope it helps..

System.Security.SecurityException: That assembly does not allow partially trusted callers while using HttpUtility.UrlEncode in CRM


Hi,

We got the below error in one of our Sandboxed Plugins

“System.Security.SecurityException: That assembly does not allow partially trusted callers”.

We realised it was because of using System.Web.HttpUtility class


We replaced it with EscapeDataString method and this fixed the issue.

System.Uri.EscapeDataString()

Helpful thread

https://stackoverflow.com/questions/3840762/how-do-you-urlencode-without-using-system-web

Hope it helps..

Status not getting updated using SetStateRequest in Dynamics 365.


Hi,

We were recently facing issue while trying to update status for Campaign Entity using SetStateRequest in Dynamics 365. The value for were not getting updated.

Eventually we realized that it could be because of SetStateRequest being deprecated now in Dynamics 365 (online).

Updating the code to use UpdateRequest fixed the issue.

Hope it helps..