How to – Delete the elastic table records (Dataverse)


Recently we wrote an SSIS package to delete the Elastic Table records using KingswaySoft’s Integration Toolkit for Dynamics 365.

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We had mapped the primary field for deletion and the package was also showing success.

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However back in our CRM / Sales Hub app, we saw that none of the records were deleted (total – 48999)

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The reason it was showing success is that we had specified the Ignore Error option in our CDS Destination component.

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Then we created 2 more records but didn’t specify the partition ID for them.

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This time on the successful run of the package we can see those 2 new records getting deleted for which we didn’t specify any partition ID i.e. Test 1 and Test 2 records were deleted successfully.

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If we check the Microsoft docs it mentions that we need to include the partition ID using the alternate key to delete those records using the DeleteMultiple request.

Could not find a way to specify an Alternate Key in the CDS Destination component for the Delete message and if we try deleting the records one by one instead of using the DeleteMultiple request we get the below error.

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[CDS Destination [2]] Error: An error occurred with the following error message: “System.Exception: Error(s) occurred when processing the batch: [1] KingswaySoft.IntegrationToolkit.DynamicsCrm.WebAPI.WebApiServiceException: The remote server returned an error: (404) Not Found. (Error Type / Reason: NotFound, Detailed Message: {“error”:{“code”:”0x80040217″,”message”:”The HTTP status code of the response was not expected (404).\n\nStatus: 404\nResponse: \n{\”error\”:{\”message\”:\”Could not find item ‘b3a70971-9674-ef11-a671-6045bdfe58ee’.\”,\”details\”:[{\”message\”:\”\\r\\nErrors : [\\r\\n \\\”Resource Not Found. Learn more: https://aka.ms/cosmosdb-tsg-not-found\\\”\\r\\n]\\r\\n\”}]}}”}}) (SSIS Integration Toolkit for Microsoft Dynamics 365, v23.2.2.32701 – DtsDebugHost, v16.0.5270.0)System.Net.WebException

As expected, using CrmServiceClient also if we do not include partitionid we will get the below error for the records that have partition id specified.

The HTTP status code of the response was not expected (404).

Response:

{“error”:{“message”:”Could not find item ‘b3a70971-9674-ef11-a671-6045bdfe58ee’.”,”details”:[{“message”:”\r\nErrors : [\r\n \”Resource Not Found. Learn more: https://aka.ms/cosmosdb-tsg-not-found\”\r\n]\r\n”}]}}

Here we can specify the partitionId parameter to delete those records having the partitionId specified in the DeleteRequest

For DeleteMultiple Request we need to provide the alternate key as shown below.

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We will have the alternate key auto-created by the system when we create an elastic table.

Sample Code –

 var myServiceClient = new CrmServiceClient(connectionString);
        var query = new QueryExpression("custom_myelastictable");
        query.ColumnSet.AddColumns("custom_name", "partitionid");
        var myElasticTableCollection = myServiceClient.RetrieveMultiple(query);
        var lstEntityRefCollection = new EntityReferenceCollection();

        // Delete Request
        foreach (var elasticTable in myElasticTableCollection.Entities)
        {
            var deleteRequest = new DeleteRequest();
            deleteRequest.Target = new EntityReference("custom_myelastictable", elasticTable.Id);
            deleteRequest.Parameters["partitionId"] = elasticTable.Attributes["partitionid"];
            var response = myServiceClient.Execute(deleteRequest);
        }

        // DeleteMultiple Request 
       
        foreach (var elasticTable in myElasticTableCollection.Entities)
        {
            var entityRef = new EntityReference("custom_myelastictable", elasticTable.Id);
            entityRef.KeyAttributes.Add("custom_myelastictableid", elasticTable.Id);
            entityRef.KeyAttributes.Add("partitionid", elasticTable.Attributes["partitionid"]);
            lstEntityRefCollection.Add(entityRef);
        }

        var deleteMultipleRequest = new OrganizationRequest();
        deleteMultipleRequest.RequestName = "DeleteMultiple";
        deleteMultipleRequest.Parameters.Add("Targets", lstEntityRefCollection);
        myServiceClient.Execute(deleteMultipleRequest);

Hope it helps..

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Use the new Associated Grid Control to display details of other tables in subgrids – Model-driven App / Dynamics 365


With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of navigation.

Below we are adding the Associated Grid Control component to the Contact’s form.

Here we have specified the Subgrid Tables and Views to begin with.

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For the 1st subgrid specified we can set the specific options from the properties pane. Here let us try checking the Show related rows properties for the cases subgrid.

On doing so, we get the below message.

It basically reset the 1st subgrid’s table to Accounts from Case, the rest of the configuration remains unchanged.

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Let us change it back to Cases and select the appropriate view.

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Let us save and publish the change.

Now in the Contact form we can see the grid control with 4 different subgrids as configured.

The Active Cases shows the associated cases.

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However, that is not the case with other subgrids as they show all the records.

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To filter it to show the associated records we need to specify the relationship name while configuring the component.

Let us edit the component.

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Below we specified the relationship name for the subgrid 2 i.e Accounts.

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As expected, this time we can see Active Accounts filtered to show only those account records where the contact is associated as the primary contact.

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Get all the details here

Also check –

Due Open Activities Control – https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/

Notes Control – https://nishantrana.me/2023/05/10/notes-control-dynamics-365/

Attachment Control – https://nishantrana.me/2023/05/08/new-attachment-control-dynamics-365/

OptionSet Wrapper Component – Use OptionSet Wrapper component to show color-coded options on the form

Hope it helps..

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Enable Copilot for the Rich Text Control – Dataverse / Dynamics 365


To enable Copilot for a specific instance of a Rich Text editor field, we first need to create a Web Resource where we need to specify the property we want to update/override as specified in the RTEGlobalConfiguration_Readonly.json, the base read-only configuration file for the Rich Text editor control.

We have created a JavaScript Web Resource file named rtecustom.js.

Added the copilitrefinement and CopilotRefinement values to the extraPlugins and toolbar properties existing values as shown to enable copilot.

Refer to the sample configuration file for all the properties and their corresponding values.

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{
  "defaultSupportedProps": {
    "extraPlugins": "copilotrefinement,accessibilityhelp,autogrow,autolink,basicstyles,bidi,blockquote,button,collapser,colorbutton,colordialog,confighelper,contextmenu,copyformatting,dialog,editorplaceholder,filebrowser,filetools,find,floatpanel,font,iframerestrictor,indentblock,justify,notification,panel,panelbutton,pastefromword,quicktable,selectall,stickystyles,superimage,tableresize,tableselection,tabletools,uploadfile,uploadimage,uploadwidget",
    "toolbar": [
      [ "CopilotRefinement" ],
      [ "CopyFormatting" ],
      [ "Font" ],
      [ "FontSize" ],
      [ "Bold" ],
      [ "Italic" ],
      [ "Underline" ],
      [ "BGColor" ],
      [ "TextColor" ],
      [ "BulletedList" ],
      [ "NumberedList" ],
      [ "Outdent" ],
      [ "Indent" ],
      [ "Blockquote" ],
      [ "JustifyLeft" ],
      [ "JustifyCenter" ],
      [ "JustifyRight" ],
      [ "Link" ],
      [ "Unlink" ],
      [ "Subscript" ],
      [ "Superscript" ],
      [ "Strike" ],
      [ "Image" ],
      [ "BidiLtr" ],
      [ "BidiRtl" ],
      [ "Undo" ],
      [ "Redo" ],
      [ "RemoveFormat" ],
      [ "Table" ]
    ]
  }
}

Note down the URL of the Web Resource created.

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Next, we opened one of the Contact’s forms for Customization, selected the description field, and added the component – “Rich Text Editor Control” to it.

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In the Static value property, we specified the relative URL of the Web Resource file. We can also specify the full path but then we would need to update it each time we move it to other environments.

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Save and publish the changes.

We can see the option Adjust with Copilot added to the toolbar for the control.

On selecting the text, and clicking on “Adjust with Copilot”, we get the option to update the Tone of the content.

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On selecting a Professional tone, the text is updated in the control.

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In case we want to apply to all the fields that are using Rich Text Editor Control instead of specifying it for individual fields, we need to update and add the same JSON to the existing RTEGlobalConfiguration.json file.

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The file is blank by default, and we can specify properties to it that we want to override.

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We updated the RTEGlobalConfiguration.json file, to use the same definition we used earlier for our custom web resource.

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We can see the “Adjust with Copilot” added to the form even without specifying the URL in the static value while customizing the form.

On saving and publishing the changes, we can then see it rendered for all the Rich Text Editor fields.

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Also, check – Copilot Control

Hope it helps..

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Set an app (Model-driven or Canvas App) as a startup app – Power Apps Mobile


Microsoft has introduced a new feature, through which we can now specify a particular app as a start-up app, that will open up when we launch the Power Apps mobile, instead of waiting for the home page / or selecting it from favorites.

Below we can select the option Open at Startup to specify the Customer Service Hub app as the startup app as an example.

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Or we can swipe left to mark an app as “Startup App”

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We can see an icon next to the app.

Now launching the Power Apps mobile app will directly open the Customer Service Hub app.

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Using the Remove from startup option we can remove it as the startup app

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We can only have one app set as a startup app, if we try setting up another app as a startup we get the notification that it will replace the existing app.

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Get all the details here

Hope it helps..

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Perform Age calculation using Formula Columns in Dataverse / Dynamics 365


Below we have created a new field of Data Type Formula and Formula Data Type as Whole Number

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Specify the following formula.

RoundDown(DateDiff(birthdate, UTCNow(), TimeUnit.Days) / 365.25, 0)

  • DateDiff calculates the difference in days between birthdate and current UTC Date.
  • Dividing by 365.25 takes care of converting the days to years, considering the leap year into account.
  • Roundown takes care of rounding the result to a nearest integer.

Below we see the field in action.

UTC current date is 10th Wednesday July 2024 for the below example.

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Also checkout the helpful video –

and the forum – https://powerusers.microsoft.com/t5/Microsoft-Dataverse/Calculating-age-in-CDS-entity/td-p/495528

Hope it helps..

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How to – enable/disable the timeline highlights generated by generative AI – Dataverse / Model-drive Apps


With the Timeline highlights (Generative AI) feature, agents can quickly view the critical information (summary) about the different activities in the timelines, without the need for clicking/reading through each of the activities.

We can enable and disable it at both the form level, app level and environment level.

At the form level, we can check/uncheck the Enable Timeline Highlights checkbox for the timeline component.

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At the App level, open the Settings >> Features for the corresponding App.

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Here if we disable it at the App-level it won’t show up even if it is enabled for that particular form for that particular app.

For e.g. we see timeline highlights in the Sales Hub App but not in the Field Service app in which we had it disabled for the account form.

We can also specify it using the Setting Definitions and Environment values as shown below.

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More details –

Use timeline highlights powered by generative AI

Timeline highlights help users quickly access actionable record updates

Hope it helps..