Recently, I was working on creating a custom connector that has got one action which is a GET request and accepts parameters. The purpose was to use this custom connector in Power Automate which could then have been executed on demand or create/update of record. Below is the definition of custom connector: And here's the … Continue reading [Limitation]PowerAutomate: Unable to use Custom Connector with actions having parameterized GET requests. Error: “Fix Invalid expression(s) for the input parameter(s) of operation ‘ActionName'”.
Dataverse: Create Custom API and Implement using plugin C#
In this blog, we'll see how to create custom API in maker portal and write plugin to implement it. We'll take the example of refreshing roll up field on demand. This API will take 3 parameters: TargetEntity: Name of the entity containing the roll up fieldTargetId: GUID of the record Field: Name of the roll … Continue reading Dataverse: Create Custom API and Implement using plugin C#
Microsoft Teams Integration with D365 on custom entity
To enable Microsoft Teams in D365, Go to Settings --> Administration --> System Settings --> General Tab and flip the below highlighted options to Yes. Once done, we'll be able to see Collaborate button on the ribbon as shown below. By default it'll be enabled on several OOB entities as mentioned here: https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-collaboration#record-types-that-support-microsoft-teams-integration However, we … Continue reading Microsoft Teams Integration with D365 on custom entity
D365: Why my Power Automates are not being triggered
Recently, we copied a production environment to sandbox environment. Then, I was working on a requirement on the sandbox environment for which I created a power automate. The trigger was on create of a record. After creating the power automate, when I tested the functionality, for some reason the power automate was not getting triggered … Continue reading D365: Why my Power Automates are not being triggered
D365 CE: Error while importing solution “The datafieldname attribute ‘FieldName’ for control is not valid for create”
Recently, while importing a solution to target instance, we got an error saying "The datafieldname attribute sab_disablerecordon for control is not valid for create" and the solution import failed. After investigating this issue, we figured out that in the source environment, the field " sab_disablerecordon " was used on Quick create form for that entity. … Continue reading D365 CE: Error while importing solution “The datafieldname attribute ‘FieldName’ for control is not valid for create”
Power Automate: “Set Variable” Action fails inside “Switch” Action
Recently, we were working on Power Automate where we were supposed to set a variable for further use based on the value of an option set field in an entity. We used Switch action and inside Case block we were trying to set the variable as shown below: While executing the Power Automate, unfortunately, we … Continue reading Power Automate: “Set Variable” Action fails inside “Switch” Action
Azure Function: Web Deploy cannot modify the file on the Destination because it is locked by an external process
Recently, while deploying Azure Function from Visual Studio, we got an error "Web Deploy cannot modify the file on the Destination because it is locked by an external process". To fix this issue, we created an application setting. There are 2 ways to do this: Create an Application Setting in the Function App in Azure … Continue reading Azure Function: Web Deploy cannot modify the file on the Destination because it is locked by an external process
PowerAutomate: Perform “Group By” operation on Data
In this post, we'll see how we can perform aggregate function on data such as Sum or Count using PowerAutomate. Unlike LINQ in C# or SQL, it's not very straight forward to do using PowerAutomate for which I thought of sharing the approach we had taken. Recently, we got a requirement to calculate the sum … Continue reading PowerAutomate: Perform “Group By” operation on Data
PowerAutomate: Self-reference is not supported when updating the value of variable
We often come across requirements in which we want to add certain value to the same variable e.g. for integer variable, x=x+5 or for string variable, test=test+"additional". We were trying to achieve the same thing using PowerAutomate. However, while doing this using Set Variable action, we got an error saying "Self-reference is not supported when … Continue reading PowerAutomate: Self-reference is not supported when updating the value of variable
D365 CE: Error while activating BPF “An attribute with the specified name already exists. Exception Message: Column names in each table must be unique. Column name ‘stageid’ in table ‘EntityName’ is specified more than once.”
Recently, while activating a Business Process Flow, we got below error: "An attribute with the specified name already exists. Exception Message: Column names in each table must be unique. Column name 'stageid' in table 'EntityName' is specified more than once." While checking the entity metadata for which we had created BPF, we found that Business … Continue reading D365 CE: Error while activating BPF “An attribute with the specified name already exists. Exception Message: Column names in each table must be unique. Column name ‘stageid’ in table ‘EntityName’ is specified more than once.”
D365 CE: Get Logged in User’s Security Roles using JavaScript
Many times we come across requirements such as show/hide ribbon buttons based on logged in user's security role. Earlier, we used to get security roles of logged in user at client side using Xrm.Utility.getGlobalContext().userSettings.securityRoles which used to return array of GUID value of each security role. Now that it's deprecated, we can use Xrm.Utility.getGlobalContext().userSettings.roles which … Continue reading D365 CE: Get Logged in User’s Security Roles using JavaScript
D365 CE: Show/Hide and Enable/Disable same field placed in multiple tabs using JavaScript
We often put the same fields in different tabs based on business requirements. To Hide/Show such fields we need to use below script: var formContext = executionContext.getFormContext(); formContext.getAttribute("fieldName").controls.forEach( function (control, i) { Â Â Â control.setVisible(false/true); }); Similarly, to Enable/Disable such fields we need to use below script: formContext.getAttribute("fieldName").controls.forEach( function (control, i) { control.setDisabled(false/true); }); Without … Continue reading D365 CE: Show/Hide and Enable/Disable same field placed in multiple tabs using JavaScript
D365: Implement Try…Catch…Finally in PowerAutomate
Recently, we were working on a requirement to send PDF as an attachment in email on click of a custom ribbon button on Lead record. More details here:D365: Generate Word Document using Content Control, save to SharePoint and convert to pdf using PowerAutomateD365: Download SharePoint document, attach to Email using PowerAutomate and Azure FunctionD365: Execute PowerAutomate from … Continue reading D365: Implement Try…Catch…Finally in PowerAutomate
D365: Execute PowerAutomate from Ribbon button using JS
Recently, we had a requirement to execute PowerAutomate on click of a button on Lead record. In this post, we'll see how to do that. While creating the PowerAutomate, select the trigger as "When an HTTP request is received" as shown below: We can pass parameter to the PowerAutomate in JSON format. In this example, … Continue reading D365: Execute PowerAutomate from Ribbon button using JS
D365: Download SharePoint document, attach to Email using PowerAutomate and Azure Function
In this post, we had discussed how to upload document to SharePoint using PowerAutomate. Here, we'll discuss how to download that document and attach it to an email activity. We'll extend the same PowerAutomate we were using in the previous post and will also see how to execute HTTP Triggered Azure Function from PowerAutomate. So, … Continue reading D365: Download SharePoint document, attach to Email using PowerAutomate and Azure Function
Azure: Schedule Azure Function in local time zone
Recently, we were working on Timer triggered Azure functions. One of them was required to run at 2AM Australia time(UTC+10). Azure Function uses 6 value CRON expression {second} {minute} {hour} {day} {month} {day-of-week}, not the regular one with 5 values. So, we set the azure function timer with CRON expression "0 0 2 * * … Continue reading Azure: Schedule Azure Function in local time zone
D365: Post custom message to Session Enabled Service Bus Queue C#
In one of my previous posts, https://ajitpatra.com/2019/12/09/d365-post-custom-message-to-azure-service-bus-queue-c/, we had gone through how to post custom message to a service bus queue. In this post, we'll see how we can post the same message to a session enabled queue. We have to make few lines of code changes in PostMessageToServiceBusQueue method of this post as shown … Continue reading D365: Post custom message to Session Enabled Service Bus Queue C#
D365: Generate Word Document using Content Control, save to SharePoint and convert to pdf using PowerAutomate
In this post, we'll see how we can generate word document using content controls and PowerAutomate. We'll save the generated document in appropriate folder in Sharepoint so that it shows up on the appropriate Lead record. Then, we'll convert the word document to pdf document and store at the same location. To proceed, let's create … Continue reading D365: Generate Word Document using Content Control, save to SharePoint and convert to pdf using PowerAutomate
D365: Embed Forms Pro Survey On D365 CE Form
Recently, we got a requirement to embed a Forms Pro survey on Lead Form. In this blog we'll see the steps to achieve this: Go to https://formspro.microsoft.com/ and sign in with O365 credential. Click on New Pro Survey to start deisgning the survey. We designed a simple survey of 3 questions as shown below: After … Continue reading D365: Embed Forms Pro Survey On D365 CE Form
PowerApps: ModelDrivenFormIntegration control not available on App Start
Recently, we were working on embedded canvas app on Contact entity form. The requirement was to show related records of the Contact record based on certain condition when the App is started. We created the App in make.powerapps.com and created an Azure Function which will take input as GUID of Contact record and will return … Continue reading PowerApps: ModelDrivenFormIntegration control not available on App Start
Using Service Bus Triggered Azure Durable Function with D365 CE
In this post, we'll see how we can use Service Bus triggered Azure Durable Function with D365 CE to perform CRUD operation. Requirement: When Rate Amount(custom field) field changes in Rate(custom entity) record, update Rate(custom field) field on related(Revenue Schedule Line(custom entity)) records of the corresponding Rate record. Of course, there are multiple ways to … Continue reading Using Service Bus Triggered Azure Durable Function with D365 CE
D365: Service Bus Triggered Function Error: Cannot bind parameter ‘parameterName’ to type MessageReceiver. Make sure the parameter Type is supported by the binding
Recently, we were working on Service Bus Triggered Azure Durable Function. After writing the necessary code, we deployed the Durable Function to Azure. After deploying, while trying to test the function, we faced one weird issue saying "Error: Microsoft.Azure.WebJobs.Host: Error indexing method 'AzureFunctionName'. Microsoft.Azure.WebJobs.Host: Cannot bind parameter 'parameterName' to type MessageReceiver. Make sure the parameter … Continue reading D365: Service Bus Triggered Function Error: Cannot bind parameter ‘parameterName’ to type MessageReceiver. Make sure the parameter Type is supported by the binding
D365: Service Bus Triggered Function error: Connection string ‘AzureWebJobsServiceBus’ is missing or empty
Recently, while working on Service Bus triggered Azure Durable Function, we got an error saying "The function runtime is unable to start. Microsoft.Azure.WebJobs.ServiceBus: Microsoft Azure WebJobs SDK ServiceBus connection string 'AzureWebJobsServiceBus' is missing or empty". Below is the code that we were using: [FunctionName("UpdateGlobalRatesOnRSLs")] public static async Task Run([ServiceBusTrigger("%QueueName%")] Message message, MessageReceiver messageReceiver, string lockToken, … Continue reading D365: Service Bus Triggered Function error: Connection string ‘AzureWebJobsServiceBus’ is missing or empty
D365: “Access denied. You do not have permission to perform this action or access this resource” while calling SharePoint API from plugin/custom workflow
Recently, we were working on calling SharePoint API from plugin. While getting the access token we received the following error: "Access denied. You do not have permission to perform this action or access this resource". To fix this issue, we gave appropriate permission to the Application we had created in SharePoint for Server to Server … Continue reading D365: “Access denied. You do not have permission to perform this action or access this resource” while calling SharePoint API from plugin/custom workflow
D365: Call SharePoint API from plugin/custom workflow C# – Part 2
In the previous post, we saw how to create an app in SharePoint and give necessary permission. In this post, we'll see how to use the app details in C# to connect to SharePoint API. We can use the below code to get the access token: private static string TENANT_ID; private static string CLIENT_ID; private … Continue reading D365: Call SharePoint API from plugin/custom workflow C# – Part 2
D365: Call SharePoint API from plugin/custom workflow C# – Part 1
In this series of post, we'll see how we can call SharePoint API from plugin or custom workflow using C# to retrieve number of documents uploaded to SharePoint for a particular record, albeit we can do any other operation connecting to SharePoint API. To use SharePoint API, we need to create an Application in SharePoint … Continue reading D365: Call SharePoint API from plugin/custom workflow C# – Part 1
D365: Enable Rule for button with asynchronous API request using promise
Many times, we get requirement to show/hide a button based on certain condition for which we define Enable Rule in Ribbon Workbench. If we need javaScript code for evaluation then we use Custom Enable Rule mentioning library, method to execute, passing PrimaryControl CRM parameter and additional parameters if necessary. Sometimes, the evaluation is done real … Continue reading D365: Enable Rule for button with asynchronous API request using promise
D365: Post custom message to Azure Service Bus Queue C#
In this post, we'll see how we can post custom message to Azure Service Bus Queue. Let's go to Azure portal and Create a Service Bus Namespace. Search for Service Bus Click Create Give a Name and Click on Create After creating Service Bus Namespace, Browse through it and go to Shared Access Policies. Click … Continue reading D365: Post custom message to Azure Service Bus Queue C#
D365: “The user is not a member of the organization” error while connecting to CE
Recently, we were working on connecting to CE to do some CRUD operation using Azure function. We were using Client ID(Application ID) and Client Secret of the app registered on Azure Active Directory. We had provided the necessary API(Dynamics CRM) Permission (delegated "user_impersonation") to the app. While running the Azure function, we were getting the … Continue reading D365: “The user is not a member of the organization” error while connecting to CE
Power Automate: The template validation failed: ‘The repetition action(s) referenced by ‘inputs’ in action are not defined in the template.’
Recently, while working on Power Automate(formerly known as Flow), we got an issue saying "The template validation failed: 'The repetition action(s) referenced by 'inputs' in action are not defined in the template." We were trying to use Set Variable action at 2 places inside a loop based on certain condition as shown below: To save … Continue reading Power Automate: The template validation failed: ‘The repetition action(s) referenced by ‘inputs’ in action are not defined in the template.’
D365: The webhook call failed because the http request received non-success httpStatus code
Recently, while trying to invoke webhook using custom global action we got an error saying "The webhook call failed because the http request received non-success httpStatus code. Please check your webhook request handler." We were using JS to call a custom global action which was used to invoke webhook which in turn was used to … Continue reading D365: The webhook call failed because the http request received non-success httpStatus code
D365: Azure Durable Function with D365 CE – Part 6
In the previous post, we saw how to invoke webhook using custom global action and passed plugin execution context to the webhook. In this last post of this series, we'll see how to execute custom global action from JS on form load. Using CRM Rest Builder, we can get the HttpRequest for executing action which … Continue reading D365: Azure Durable Function with D365 CE – Part 6
D365: Azure Durable Function with D365 CE – Part 5
In the previous post, we saw how we can register webhook for the azure durable function. In this post we'll see how we can use custom global action to invoke webhook and pass plugin execution context to the webhook. Let's go to D365 instance and create a global action as shown below: We have passed … Continue reading D365: Azure Durable Function with D365 CE – Part 5
D365: Azure Durable Function with D365 CE – Part 4
In the previous post, we saw how we can parameterize Azure durable function and deploy it to Azure. In this post we'll see how we can register a webhook for the azure durable function using plug-in registration tool. From the last post, we have Azure durable function URL copied as shown below: Now, let's open … Continue reading D365: Azure Durable Function with D365 CE – Part 4
D365: Azure Durable Function with D365 CE – Part 3
In the previous post, we saw how we can implement durable function for CRUD operation in D365 and test it using Postman. In this post we'll see how we can parameterize durable function so that we can pass parameters from external system to durable function and process it further. Let's take a simple example as … Continue reading D365: Azure Durable Function with D365 CE – Part 3
D365: Azure Durable Function with D365 CE – Part 2
In the previous post, we saw how we created the default template of durable function. In this post, we'll modify that to do some CRUD operation in D365 CE. For demo purpose, let's pick a simple scenario i.e. Retrieve related records(accommodation payments) of a particular Contact record and update their field(Expected Refund Due Date a … Continue reading D365: Azure Durable Function with D365 CE – Part 2
D365: Azure Durable Function with D365 CE – Part 1
In this series of post, we'll see how we can use Azure Durable function(an extension of Azure Function which works on durable task framework) with D365 CE. We can find more details about Durable functions, it's application patterns, pricing and the way it works here: https://docs.microsoft.com/en-us/azure/azure-functions/durable/durable-functions-overview. This series of post is divided into 6 parts:Part … Continue reading D365: Azure Durable Function with D365 CE – Part 1
USD 4.1: Implementing Click to call functionality for making outgoing calls
In this post, we'll see how we can implement click to call functionality i.e. clicking on a phone number field on the form to make outgoing call inside USD. NOTE: In our scenario, we have implemented custom CTI adapter to use web services of telephony provider to make the outgoing calls. Below are the steps … Continue reading USD 4.1: Implementing Click to call functionality for making outgoing calls
USD 4.1: Using CTI Simulator and Generic Listener
In this post, we'll see how we can use CTI simulator along with Generic Listener provided by Microsoft. To start, download the CTI simulator from the following location: https://onedrive.live.com/?authkey=%21AIN2jgKztrYGpok&cid=5A34CCE9728C8F4F&id=5A34CCE9728C8F4F%21274&parId=5A34CCE9728C8F4F%21169&action=locate. Unzip it. Open the solution file in Visual Studio and compile it. Open the Project folder. Navigate to bin--> Debug folder and locate the USDCTICallTester.exe as … Continue reading USD 4.1: Using CTI Simulator and Generic Listener
D365: ExecuteMultiple error EntityState must be set to null, Created (for Create message) or Changed (for Update message)
While working on bulk update recently, we got an error saying "EntityState must be set to null, Created (for Create message) or Changed (for Update message)" in the ExecuteMultipleResponse object. We were trying to update one attribute of a set of records and below is the piece code we were using to do bulk update: … Continue reading D365: ExecuteMultiple error EntityState must be set to null, Created (for Create message) or Changed (for Update message)
Ajit Patra 