{Dynamics 365 for Sales AI} How are relationship analytics calculated? Let Microsoft Docs tell you – Nishant Rana’s Weblog
May09

{Dynamics 365 for Sales AI} How are relationship analytics calculated? Let Microsoft Docs tell you – Nishant Rana’s Weblog

Recently I have been working on setting up various features of Sales AI for a customer and I have to tell you that there is so much to it than meets the eye. And one of them is the Relationship Analytics. If you go to Account/ Contact/ Lead/ Opportunity form then you would see some Relationship Analytics showing up. Below is the screenshot for an opportunity. But the question is – “How is Microsoft showing up all these values? After...

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The “Derived Column” failed because truncation occurred, and the truncation row disposition on “Derived Column.Outputs[Derived Column Output].Columns[FilePath]” specifies failure on truncation. A truncation error occurred on the specified object of the specified component. – Nishant Rana’s Weblog
May08

The “Derived Column” failed because truncation occurred, and the truncation row disposition on “Derived Column.Outputs[Derived Column Output].Columns[FilePath]” specifies failure on truncation. A truncation error occurred on the specified object of the specified component. – Nishant Rana’s Weblog

We might get the error while using Derived Column in our SSIS Package To fix it right click the Derived Column component and select Show Advanced Editor .. Go to Input and Output Properties tab, expand Derived Column Output and select the field and update the length in the properties window. Hope this helps.. Like this:Like Loading… Related Continue Reading Nishant Rana’s Article on their...

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Fixed – Workflows not firing “Waiting For Resources” in Dynamics 365 On-Premise – Nishant Rana’s Weblog
May02

Fixed – Workflows not firing “Waiting For Resources” in Dynamics 365 On-Premise – Nishant Rana’s Weblog

Recently in one of our environments, we started getting the issue that all our workflows were getting stuck at “Waiting for resources”. As usual first step was to check if Microsoft Dynamics 365 Asynchronous Processing Service is running it or not. The service was disabled, so we enabled it. But still, it didn’t fix the issue. Next thing we tried was as suggested in the below article How to Fix a CRM Workflow Stuck in “In...

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Fixed – DTS_E_PROCESSINPUTFAILED. The Process input method on component “Script Component” failed with error code 0x80131501 in SSIS
Apr25

Fixed – DTS_E_PROCESSINPUTFAILED. The Process input method on component “Script Component” failed with error code 0x80131501 in SSIS

Recently I had written an article for Nigel Frank that list down step by step process of using XML Source Component of KingswaySoft for integration with Dynamics 365 CE Ask the expert: How to integrate Dynamics 365 for Customer Engagement with XML It’s hard to imagine a Dynamics 365 for Customer Engagement implementation that doesn’t involve integration with other systems. This integration can either be in real-time, which...

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Fixed – The Script Task uses version 15.0 script that is not supported in this release of Integration Services – Nishant Rana’s Weblog
Apr24

Fixed – The Script Task uses version 15.0 script that is not supported in this release of Integration Services – Nishant Rana’s Weblog

Recently after deploying the SSIS packages, on one of the packages that uses Script Component, we started getting below error message This happened because SSIS packages had target version SQL 2017 and the SQL Server version was 2016 (select @@VERSION) The fix is to update the target version that matches the SQL Server Version. Right click and go to project properties and update the Target Version to match and redeploy the project....

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keyword in SSIS – Nishant Rana’s Weblog
Apr24

keyword in SSIS – Nishant Rana’s Weblog

Recently while trying to use KingswaySoft’ s CRM Connection Manager in the Script Component we got the below error Turned out the issue was because of the wrong version of KingswaySoft.IntegrationToolkit.DynamicsCrm assembly being referred. C:WindowsMicrosoft.NETassemblyGAC_MSILKingswaySoft.IntegrationToolkit.DynamicsCrm Referencing the correct one fixed it. Hope it helps.. Like this:Like Loading… Related Continue Reading...

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An internal error occurred on the report server while trying to import organization in Dynamics 365 On-Premise – Nishant Rana’s Weblog
Apr19

An internal error occurred on the report server while trying to import organization in Dynamics 365 On-Premise – Nishant Rana’s Weblog

Recently while after restoring the database while trying to import the organization we got the below error Checking the Report Server log, we found the below detail Throwing Microsoft.ReportingServices.Library.InvalidReportServerDatabaseException: , Microsoft.ReportingServices.Library.InvalidReportServerDatabaseException: The version of the report server database is either in a format that is not valid, or it cannot be read. The found...

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Fixed – ExecuteMultiple Request batch size exceeds the maximum batch size allowed error while deleting records in Dynamics 365 On-Premise
Apr16

Fixed – ExecuteMultiple Request batch size exceeds the maximum batch size allowed error while deleting records in Dynamics 365 On-Premise

Recently while trying to delete records we were getting the below error It was occurring when we were selecting more than 20 records for deletion. Turned out in the MSCRM_CONFIG database, somebody had updated the value to 20 of ExecuteMultipleMaxBatchSize column in the DeploymentProperties table We updated it to its default value 1000 to get this fixed. Hope it helps.. Like this:Like Loading… Related Continue Reading Nishant...

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Check out my Step-by-Step guide to integrating Dynamics 365 for Customer Engagement with XML @NigelFrank – Nishant Rana’s Weblog
Apr08

Check out my Step-by-Step guide to integrating Dynamics 365 for Customer Engagement with XML @NigelFrank – Nishant Rana’s Weblog

Here’s an article I wrote for @NigelFrank detailing how Dynamics 365 for Customer Service users can integrate their solution with XML. I hope you find it useful! #MSDyn365 #MsDynCRM Integration with XML for Dynamics 365 for Customer Service users: my illustrated guide for @NigelFrank Follow the link here Ask the expert: How to integrate Dynamics 365 for Customer Engagement with XML It’s hard to imagine a Dynamics 365 for...

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Plug-in Trace Logs only works in Sandbox mode in Dynamics 365 CE – Nishant Rana’s Weblog
Apr01

Plug-in Trace Logs only works in Sandbox mode in Dynamics 365 CE – Nishant Rana’s Weblog

In my current Dynamics 365 implementation, we are back in the On-Premise world, after many years. We thought of using the Plugin-Trace logs but was surprised to see that the Plug-Trace logs were not getting generated. After doing the search realized that it only works for the plugin registered in the Sandbox mode. Logging and tracing (Common Data Service) – PowerApps An alternative method to troubleshoot a plug-in or custom...

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Convert you existing text fields into Autonumber field with the new entity designer in powerapps in Dynamics 365 – Nishant Rana’s Weblog
Mar29

Convert you existing text fields into Autonumber field with the new entity designer in powerapps in Dynamics 365 – Nishant Rana’s Weblog

Well this has long been awaited for. And how many times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can I convert an existing text field to AutoNumber field?”. Till this point my answer was Yes but with a suffix“but” in it. However going forward you can with the new entity designer in power apps. So you can select Primary Attribute Number field of your entity and covert it...

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How to change Dynamics 365 CRM web interface from UCI to Classic version? – Nishant Rana’s Weblog
Mar23

How to change Dynamics 365 CRM web interface from UCI to Classic version? – Nishant Rana’s Weblog

Recently created a Dynamics 365 CRM 30 days trial version (Ref: How to Setup Dynamics 365 30 days Online Trial version?) and it was navigating to CRM home page showing the list of UCI Apps, instead of showing CRM Classic Web UI. Below is the screenshot for reference. Later found that, the rendered URL was showing differently in the browser and having forceUCI and pagetype parameters....

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User Defined Variable value not getting updated inside Data Flow in SSIS – Nishant Rana’s Weblog
Mar22

User Defined Variable value not getting updated inside Data Flow in SSIS – Nishant Rana’s Weblog

While implementing integration packages between XML and Dynamics 365 CE, we had a requirement which required us to write a Script Component (custom code) in Data Flow task to check the status of a record in CRM and based on the value of it take appropriate action. The initial thought was to create a user-defined variable and update the variable in the Script Component and use its value inside a new Derived Column and further in the...

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Proposal Automation In Your CRM And What To Look Out For – Nishant Rana’s Weblog
Mar20

Proposal Automation In Your CRM And What To Look Out For – Nishant Rana’s Weblog

CRM is a very versatile tool that’s often used for B2B sales and all its aspects, including tracking opportunities, leads, contracts, consolidating collaterals, documents and keeping contacts, tasks and events under one platform. One of the most-overlooked essentials in B2B is the sales proposal process. But a timely CPQ, or Configure, Price, Quote software built in right on your CRM can give you that boost you’ve never had. Thinking...

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Using Precedence Constraint Editor to control the task execution in Control Flow (SSIS) – Nishant Rana’s Weblog
Mar19

Using Precedence Constraint Editor to control the task execution in Control Flow (SSIS) – Nishant Rana’s Weblog

Precedence Constraint component in SSIS allows us to control the flow of the execution of tasks within the Control Flow. Suppose we have the below package wherein we are traversing through the folder using Foreach Loop Container and are processing XML and docx files within that folder. And we want them to be processed differently. We have the following user-defined variables specified. Within the Script Task, we have specified...

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Applying XSLT transformation using the XML Task in SSIS – Nishant Rana’s Weblog
Mar18

Applying XSLT transformation using the XML Task in SSIS – Nishant Rana’s Weblog

Using the XML Task component in SSIS we can apply XSLT to the input XML file. Recently we had a requirement to read data from XML file and create/update corresponding records in Dynamics 365 CE. For the child entity tags in the XML, we wanted to insert some of the tags (key) from the parent to the child so that it can be easily used for mapping and setting the parent lookup. For that we had used Foreach Loop Container to read the XML...

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Order of attributes in Alternate Key in Dynamics CRM Destination Component in SSIS (KingwaySoft) – Nishant Rana’s Weblog
Mar15

Order of attributes in Alternate Key in Dynamics CRM Destination Component in SSIS (KingwaySoft) – Nishant Rana’s Weblog

Recently we got the below error in one of our SSIS Packages The packages were working fine in one of the environments and were failing in another. It was throwing an error in one of the lookup fields that was referring to the alternate key. Here the alternate was defined with 2 fields. As it turned out in another environment the order of the fields was changed for the alternate key field. We recreated the alternate key field in the...

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Using Foreach Loop Container in SSIS to loop through all files in folders and subfolders – Nishant Rana’s Weblog
Mar09

Using Foreach Loop Container in SSIS to loop through all files in folders and subfolders – Nishant Rana’s Weblog

Recently while working on an integration requirement we had to loop through all the XML Files within a folder and subfolder and create corresponding records inside Dynamics 365 CE. For this, we used the XML Source component which is part of KingswaySoft’s Productivity Pack https://www.kingswaysoft.com/products/ssis-productivity-pack/help-manual/json-and-xml-processing/xml-source Below are the steps we need to perform to loop through...

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{Happy note and Book Launch} Power Platform Happy hour Singapore and Launch of my book Mastering Dynamics 365 Customer Engagement.
Mar07

{Happy note and Book Launch} Power Platform Happy hour Singapore and Launch of my book Mastering Dynamics 365 Customer Engagement.

Today evening we were the third in the world after London and Heliniski to host our Happy Hour from Singapore and being the first one from Asia! Let us start with thanking Mark Smith for his new initiative Power Platform Happy Hour! We did few things same and some newer things. 5 MVPs connected on to this Happy hour, some virtually on Skype for Business! Myself from Singapore Not to forget the champs Jeeva and Kasun from Singapore...

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Solution install failed – Nishant Rana’s Weblog
Mar07

Solution install failed – Nishant Rana’s Weblog

Scenario: Let suppose you’re trying to install a managed solution (such as Project Services Automation, Field Services, Portal, etc.) through Admin Center and you’re facing ‘Solution Installation Failed‘. Since, Admin Center don’t provide any reason for failure, apart from retry or contact the support which are not very productive. Solution: Go to Dynamics 365 Org – Settings – Customization – Solution History Open the latest or...

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Using CDS/CRM Connection Manager of KingswaySoft’s SSIS Dynamics 365 Integration toolkit in Script Component (SSIS) – Nishant Rana’s Weblog
Mar06

Using CDS/CRM Connection Manager of KingswaySoft’s SSIS Dynamics 365 Integration toolkit in Script Component (SSIS) – Nishant Rana’s Weblog

Recently for one of our requirements we had to use the CDS/CRM Connection of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 Below are the steps to be followed – Drag the Script Transformation component, specify any input columns and inputs / outputs as required. In the Connection Managers add the connection to Dynamics 365 Click on Edit Script to open the Visual Studio. Add references to below 3 assemblies. We need to search...

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Assembly must be registered in isolation error while trying to register plugin  custom workflow activity in Isolation Mode None in Dynamics 365 On Premise
Mar06

Assembly must be registered in isolation error while trying to register plugin custom workflow activity in Isolation Mode None in Dynamics 365 On Premise

While trying to register our custom workflow activity from Isolation mode – Sandboxed to None for Dynamics 365 On Premise we got the below error This was because the user through which we were trying to register the plugin in None Isolation Mode using Plugin Registration Tool was not having Deployment Administrator role. Adding the user to that Deployment Administrator role through Deployment Manager fixed the issue. Continue Reading...

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Scribe Insight Limitation – XML Source doesn’t support repeating sibling nodes – Nishant Rana’s Weblog
Feb28

Scribe Insight Limitation – XML Source doesn’t support repeating sibling nodes – Nishant Rana’s Weblog

Recently we were evaluating Scribe Insight as our Integration tool for one of our clients. The requirement was to read an xml and create records in Dynamics 365 CE. The basic structure was something like below, with Account as the parent tag and Payment, Assets, Consumer as repeating child nodes of Account i.e. 1 – n. However, to our surprise when we started defining the same structure in the XML Component within Scribe Workbench we...

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contextUserId is missing privilege ae5c41f0-e823-4cb9-b25a-8ef020201973 error in WebAPI – Nishant Rana’s Weblog
Feb26

contextUserId is missing privilege ae5c41f0-e823-4cb9-b25a-8ef020201973 error in WebAPI – Nishant Rana’s Weblog

We were getting the below error while using impersonation in our WebAPI Searching for the privilege id we got the following… Continue Reading Nishant Rana’s Article on their blog

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Fixed – Copy Paste not working in Remote Desktop Connection – Windows 10 – Nishant Rana’s Weblog
Feb09

Fixed – Copy Paste not working in Remote Desktop Connection – Windows 10 – Nishant Rana’s Weblog

Copy and Paste which was working as usual suddenly stopped working one fine day. Had the following setting enabled Restarted the following process on the remote machine, but that also didn’t help. Finally updating the following setting on the remote machine helped fix the issue Go to command prompt – open Local Group Policy Editor gpedit Navigate to: Computer Configuration Administrative Templates Windows Components Remote Desktop...

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{Advanced Customization}10 Tips to design CRM Views like a Pro – Nishant Rana’s Weblog
Jan29

{Advanced Customization}10 Tips to design CRM Views like a Pro – Nishant Rana’s Weblog

MSDYNAMICSBLOG BY DEEPESH Here are a set of 10 Tips to design CRM Views like a Pro: Try to limit the number of columns on the View and limit the number of scrolls that are required to be done on the View. Usually, end users do not like to scroll more than 2 times even on the Web client. Also, more the number of columns, slower the view will load as it has performance implications. In case views show All Records then out of box status...

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Filter, Search, and Lookup functions in PowerApps compared. – Nishant Rana’s Weblog
Jan21

Filter, Search, and Lookup functions in PowerApps compared. – Nishant Rana’s Weblog

These are functions to find one or more records in a table.   Matches by a formula or a single string * Multiple formulas accepted Returns multiplerecords or a single record Returns the subset of the original dataset or one value No record found Function to check if no record found Filter Formula Yes Multiple Subset Empty table IsEmpty Search String No Multiple Subset Empty table IsEmpty Lookup Formula No First Single One value Blank...

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Scribe Online – Working with Upsert Block in Dynamics 365 CE – Nishant Rana’s Weblog
Jan16

Scribe Online – Working with Upsert Block in Dynamics 365 CE – Nishant Rana’s Weblog

Continuing our previous posts on Scribe Online, let us look at the Upsert block for Dynamics 365 CRM Connector. The way it works is à The Upsert block will have a field called alternatekeyname where we need to provide the name of the alternate key as shown below. In CRM à Along with passing the value for the field(s) involved in the alternate key. The way to achieve the same in Informatica...

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D365: Dynamics 365 Developer Toolkit for VS 2017
Jan16

D365: Dynamics 365 Developer Toolkit for VS 2017

Originally posted on Ajit Patra: Dynamics 365 Developer toolkit for Visual Studio 2017 can be installed by following the below steps: Download Dynamics 365 Developer Toolkit for VS 2015 from here. Once it is downloaded, extract the content of it to a folder Open the folder to which the content has been extracted and open… Continue Reading Nishant Rana’s Article on their blog

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Scribe Online – Working with Hierarchical Data in Dynamics 365 CE – Nishant Rana’s Weblog
Jan14

Scribe Online – Working with Hierarchical Data in Dynamics 365 CE – Nishant Rana’s Weblog

In the previous post, we saw how to create XML connection and using it as a source to create records in Dynamics 365 CE. Scribe Online – XML to Dynamics 365 CE Follow the earlier posts to create the Scribe Online trial and steps to create an integration solution. Below is our sample XML file that holds the contact information that we want to create inside Dynamics 365 CE For creating XML connection, we need the XSD file. In this...

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Gotcha! Does Library name really matter while registering event handler in Dynamics 365 – Nishant Rana’s Weblog
Jan11

Gotcha! Does Library name really matter while registering event handler in Dynamics 365 – Nishant Rana’s Weblog

Registering an event handler for your form events or field events – Probably the most mundane stuffs that you would perform everyday if you a CRM consultant. But sometimes the simplest things have the greatest mysteries to unfold. Now here I was in a training session emphasizing the importance of namespaces while you write your JavaScript files. And I was explaining how can putting the same method name in multiple files can actually...

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Scribe Online – XML to Dynamics 365 CE – Nishant Rana’s Weblog
Jan11

Scribe Online – XML to Dynamics 365 CE – Nishant Rana’s Weblog

Follow the earlier posts to create the Scribe Online trial and steps to create an integration solution. Below is our sample XML file that holds the contact information that we want to create inside Dynamics 365 CE For creating XML connection, we need the XSD file. So let us generate the XSD file using the below tool Free Online XSD/XML Schema Generator – FreeFormatter.com This free online XSD/XML Schema generator lets you...

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Working with Lookup block – Dynamics 365 CE – Nishant Rana’s Weblog
Jan10

Working with Lookup block – Dynamics 365 CE – Nishant Rana’s Weblog

Let us continue with our previous post in which we created a solution to pull data from SQL On-Premise and create lead records in Dynamics 365. Let us create a new table which will be our source here. Table Name – Transaction 2 columns – ID and Brand. Transaction and Brand have n -1 relationship i.e. Transaction record have a Brand lookup field in it. The brand value will be used for two things here. We’d set the Brand lookup field...

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Working with OptionSet  Picklist in Scribe Online – Nishant Rana’s Weblog
Jan10

Working with OptionSet Picklist in Scribe Online – Nishant Rana’s Weblog

Scribe Online makes it very easy to work with OptionSets while writing Integration and Replication solutions. While creating the Dynamics 365 CE connection we can check the Include Picklist Display Names checkbox. Scribe generates a corresponding field schemaname_displayname that holds the label for the corresponding option set. Within our Query Block inside an integration type solution, we can see the display name fields added for...

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Using Scribe Online Replication Services (RS) to replicate Dynamics CE Data – Nishant Rana’s Weblog
Jan09

Using Scribe Online Replication Services (RS) to replicate Dynamics CE Data – Nishant Rana’s Weblog

Scribe Online provides Replication Services that makes it extremely easy to replicate the data, schedule it and also includes auto-detection of changes. Follow previous posts to create a free trial of scribe online and create a connection for SQL Server On-Premise and Dynamics 365. Here we will be creating a Solution of type Replication. Login to Scribe Online Scribe Online No Description In the Dashboard, select create new...

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Scribe Online – Create Integration Solution from SQL On-Premise to Dynamics 365 CE Online – Nishant Rana’s Weblog
Jan09

Scribe Online – Create Integration Solution from SQL On-Premise to Dynamics 365 CE Online – Nishant Rana’s Weblog

In the previous posts, we saw how to create a connection for Dynamics 365 and then how to use the connection to create an integration solution for deleting Dynamics 365 records. In the post, we’d see how we can connect to SQL On-Premise and create records in Dynamics 365 CE Sign in to Scribe Online Scribe Online No Description For connecting to On-Premise SQL Server we would need to first configure the On-Premise Agent. Go to...

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Scribe Online – Creating your first integration solution for Dynamics 365 CE – Nishant Rana’s Weblog
Jan08

Scribe Online – Creating your first integration solution for Dynamics 365 CE – Nishant Rana’s Weblog

In the last post, we created the connection for Dynamics 365 CE Getting started with Scribe Online – Connecting to Dynamics 365 CE In the series of posts – we would see how to quickly get started with Scribe Online and Dynamics 365 integration. Sign up for the free trial for Scribe Online https://info.scribesoft.com/trl_scribe-online.html#trial-form Login with the shared details that we’d receive in our registered...

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Getting started with Scribe Online – Connecting to Dynamics 365 CE – Nishant Rana’s Weblog
Jan08

Getting started with Scribe Online – Connecting to Dynamics 365 CE – Nishant Rana’s Weblog

In the series of posts – we would see how to quickly get started with Scribe Online and Dynamics 365 integration. Sign up for the free trial for Scribe Online Scribe Online Trial – Sign up | Scribe Software To process your registration, TIBCO Software Inc. and TIBCO affiliates (collectively “TIBCO”) need to collect the below personal data from you. By registering for this TIBCO resource, you are consenting to TIBCO...

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Dynamics 365 CE Update changed the form’s layout
Jan07

Dynamics 365 CE Update changed the form’s layout

Yesterday one of our users reported that they are getting JavaScript error and the Marketing List’s form was looking a bit different. On analysis, we found that the field that was moved to a different tab resulting in JavaScript error and also the Member sub grid (unique to Marketing List) was moved to the bottom … Continue reading “Dynamics 365 CE Update changed the form’s layout” Continue Reading Nishant...

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0x80131040) – Nishant Rana’s Weblog
Jan06

0x80131040) – Nishant Rana’s Weblog

We might get above error while using CRMSdk assemblies inside a console application. Just make sure there is no mismatch among the assembly’s version being used in the project to fix this issue. Like this:Like Loading… Author Nishant RanaPosted on January 7, 2019Categories Microsoft Dynamics 365 Continue Reading Nishant Rana’s Article on their blog

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Badges earned last year in https://community.dynamics.com/
Jan04

Badges earned last year in https://community.dynamics.com/

Badges earned last year in Dynamics 365 Community https://nishantrana.me/2018/10/03/earned-top-10-in-september-2018-blog-leaderboard-badge-in-dynamics-365-community/ Continue Reading Nishant Rana’s Article on their blog

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Thanks KingswaySoft – Nishant Rana’s Weblog
Jan02

Thanks KingswaySoft – Nishant Rana’s Weblog

Thanks KingswaySoft for coming up with one of the best tools for Data Integration and especially the SSIS Integration Toolkit for Microsoft Dynamics 365.. Like this:Like Loading… Author Nishant RanaPosted on January 2, 2019Categories Dynamics 365, Microsoft Dynamics 365, SSISTags Dynamics 365, Microsoft Dynamics 365, SSIS Post navigation Continue Reading Nishant Rana’s Article on their...

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Implementing Multi-level approval using PowerApproval in Dynamics 365 CE – Nishant Rana’s Weblog
Jan02

Implementing Multi-level approval using PowerApproval in Dynamics 365 CE – Nishant Rana’s Weblog

We recently had a requirement of multi-level approval in our Project. We thought of evaluating the PowerApproval add-on from Power Objects. The add-on is powerful, feature-rich and allows us to easily configure our Approval logic and to track it as well. Let us quickly see the steps to configure it and start using it. Download the Solution and import it in the organization. PowerApproval – Microsoft Dynamics 365 | PowerObjects...

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NEW YEAR, NEW “YOU”
Dec31

NEW YEAR, NEW “YOU”

Originally posted on Sapna's Yoga Diary: Are you planning for new year resolution and thinking on how you can make 2019 a “happy year”? It all begins and ends with ‘YOU’ so, see how you can improve on your weaknesses, your relationships, and most importantly your “Health and wellbeing”. Make your resolution to create… Continue Reading Nishant Rana’s Article on their...

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The new model-driven form designer (WYSISYG) in PowerApps for Model-driven apps (Dynamics 365 CE) Preview – Nishant Rana’s Weblog
Dec24

The new model-driven form designer (WYSISYG) in PowerApps for Model-driven apps (Dynamics 365 CE) Preview – Nishant Rana’s Weblog

The new model-driven form designer (Preview) has some nice features added to it like Searching for fields in the form Tree View showing visual hierarchy of the controls for quick view and navigation inside the form. The icon also makes it easy to identify the data type of the field. We can also check and configure how the UI would render for different type of client application Property Pane for the type of control selected which...

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{knowhow} How to edit the Dynamics 365 App for Outlook screen – Nishant Rana’s Weblog
Dec22

{knowhow} How to edit the Dynamics 365 App for Outlook screen – Nishant Rana’s Weblog

Recently there was a requirement to change the Dynamics 365 App for Outlook screen. Basically when you set up the default App for Outlook, the Sitemap contains just the Activities and the Dashboards. However the customer wanted to show the Accounts and some other custom entities there as well in the menu. So how do we include it? It’s quite obvious that the change needs to be in the SiteMap. However how can I change the Sitemap of the...

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Embedding Canvas App on a Model-Driven App’s Form (Preview) – Passing list of related records as context – Nishant Rana’s Weblog
Dec22

Embedding Canvas App on a Model-Driven App’s Form (Preview) – Passing list of related records as context – Nishant Rana’s Weblog

Similarly to passing the current record as context to the embedded canvas app, we can pass the list of related records as context. Let us see how it works step by step. Open the form for customization and insertedit an existing Sub-Grid control and select Canvas App for the Add Control option. Select the option Web for the canvas app. Here clicking on Customize will open the PowerApps studio for creatingediting the app. Here View Name...

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Embedding Canvas App on a Model-Driven App’s Form (Preview) – Nishant Rana’s Weblog
Dec21

Embedding Canvas App on a Model-Driven App’s Form (Preview) – Nishant Rana’s Weblog

Login to Dynamics 365 CE, open any of the Entity’s form and either pick any of the existing single line of a text field or sub-grid control or add one to the form. We will use Single Line of Text if we want to pass the current record as context and Sub-Grid if we want to pass the list of related records as context. In this post, we will first see how to pass the current record as context. For this let us open Lead form and select...

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How to use special date operators (last-month for ex) in OData and MS Flow – Nishant Rana’s Weblog
Dec19

How to use special date operators (last-month for ex) in OData and MS Flow – Nishant Rana’s Weblog

Today we got a requirement to fetch all the records that are created in the last month by using MS Flow. We can do this by using “Dynamics 365 List records” action and we have to provide OData filter query for this action. I tried to use the same “last-month” operator that we use in the fetch xml. But this will not work for OData query. We need to use “LastMonth” function for this as defined in this link. The below are the examples to...

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Optimum batch size and thread while deleting records using SSIS Integration Toolkit for Microsoft Dynamics 365 – Nishant Rana’s Weblog
Dec19

Optimum batch size and thread while deleting records using SSIS Integration Toolkit for Microsoft Dynamics 365 – Nishant Rana’s Weblog

Recently we had to delete few records for one of our entities. It was a user owned entity with 1 custom 1 – n relationship with contact having around 190 fields. It was Dynamics 365 CE Online on version 9.1 and had ExecuteMultiple max limit set to 20. (by raising support ticket with Microsoft) ThrottleSettings.ExecuteMultiplePerOrgMaxConnectionsPerServer Property (Microsoft.Xrm.Sdk.Deployment) No Description Batch Size and the Thread...

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