D365: Add business day(s) to specific date considering weekends and public holidays

Recently, we got a requirement to add business days/working days to specific date considering weekends and public holidays defined in CRM system and get the next working day. Below is the workdays and working hours defined in the CRM system: Fridays and Saturdays are considered as week off. Below are the list of holidays defined … Continue reading D365: Add business day(s) to specific date considering weekends and public holidays

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D365: “Setup cannot continue because there is a pending restart required. Restart the computer and then try running Setup again” Error while installing Report Authoring Extension

While installing D365 Report Authoring Extension, we faced a weird error message and setup was not complete: "Setup cannot continue because there is a pending restart required. Restart the computer and then try running Setup again". Restarting the machine several times didn't fix this issue. Browsing the log file in the path mentioned in error … Continue reading D365: “Setup cannot continue because there is a pending restart required. Restart the computer and then try running Setup again” Error while installing Report Authoring Extension

SSRS: The report parameter ‘p1’ has a DefaultValue or a ValidValue that depends on the report parameter “p2”. Forward dependencies are not valid

While working on SSRS report recently, we were using 2 parameters. One parameter was depending on the value of the other parameter. While uploading the report to D365 environment, we got below error message and report was not uploaded: "The report parameter 'p1' has a DefaultValue or a ValidValue that depends on the report parameter … Continue reading SSRS: The report parameter ‘p1’ has a DefaultValue or a ValidValue that depends on the report parameter “p2”. Forward dependencies are not valid

D365[OnPrem]: System.Net.WebPermission, System, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089 failed

Recently, we were using Custom workflow activity in which we were calling report server(using IP address) web service for generating SSRS report. We were using this custom WF activity in one workflow as a step which was getting triggered on create of a record. While testing this functionality, we got the below error message and … Continue reading D365[OnPrem]: System.Net.WebPermission, System, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089 failed

D365: Set ConnectionId threw an exception

Recently, we got a weird error message "Set ConnectionId threw an exception" while trying to connect to D365 server from Visual Studio using Developer Toolkit. We were using VS 2015 and D365 Developer Toolkit. It was working fine and we were able to deploy plugins/custom workflows to D365 instance successfully. However, to work on reports, … Continue reading D365: Set ConnectionId threw an exception

D365: Custom Workflow Activity Input Parameter Type doesn’t Change

Recently, we were working on a custom workflow activity which takes Whole Number as input, process it and returns a String as Output. After developing it we tested it and it was working fine. Later, we wanted to change the data type of input parameter to Decimal so that we can take care of fraction … Continue reading D365: Custom Workflow Activity Input Parameter Type doesn’t Change

D365: User with ID “GUID” does not have Write privilege for the new_bpf_ “GUID” entity

Recently, while working on qualifying Lead to Opportunity we faced a permission issue. On Downloading Log file, we found the error message "User with ID 813f0246-55a4-e811-8478-5065f38bf441 does not have Write privilege for the new_bpf_02efda044479424aa7b3c7d8ab4a0a95 entity."  To fix this issue, we gave Write Permission to the BPF with GUID 02efda044479424aa7b3c7d8ab4a0a95 in a security role under Business Process Flows … Continue reading D365: User with ID “GUID” does not have Write privilege for the new_bpf_ “GUID” entity

D365: Multiple Currency Issue in Opportunity Line Grid(Inline Edit View) on Opportunity Form

Recently, while working on qualifying lead to opportunity we faced a weird issue. We were using multiple currencies in our D365 instance AED(Base currency in our case) and Egyptian Pound. We used Egyptian Pound currency on Lead while creating. On qualifying Lead to Opportunity, we were mapping the currency of Lead to Opportunity. So, eventually, currency selected … Continue reading D365: Multiple Currency Issue in Opportunity Line Grid(Inline Edit View) on Opportunity Form

Azure: Copy Data from D365 CE to Azure SQL Database using Azure Data Factory

In this blog post, we'll see how to copy data of an entity "Contact" in D365 CE to Azure SQL Database. Let's follow the below steps to see it in action. Login to Azure portal.Create Azure SQL Database where we need to copy the data. Click Create a resource --> Databases -->  SQL Database Give … Continue reading Azure: Copy Data from D365 CE to Azure SQL Database using Azure Data Factory

Plugin on Pre-Validation Stage in Dynamics 365 CE

Plug-in on pre-validation

Nishant Rana's Weblog

Recently we had a requirement to delete the Account record without deleting the associated Contact records.

If we try deleting the account record we’d get the following message box

The relationship definition can’t be updated as well to achieve this

So, we wrote a plugin on the pre-validation stage of pre-delete event of Account, which will retrieve and loop through all the child contact records and set its parent customer field as null.

In case of pre-operation the child records were not available.

 

Another practical scenario

https://www.inogic.com/blog/2017/03/plugin-pre-validation-operation-to-show-an-error-message-as-well-as-log-the-error/

Hope it helps..

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D365: Error while importing unmanaged solution “Solution patch with version x.x.x.x already exists. Updating patch is not supported.”

Recently, we were working on D365 V9 upgrade from D365 V8. We had 2 DEV instances: DEV1 on D365 V8 as backup instance for making changes which need to be moved to PROD before upgrade DEV2 on D365 V9 for doing upgrade related activities/changes We had already created a patch for the solution in DEV1 … Continue reading D365: Error while importing unmanaged solution “Solution patch with version x.x.x.x already exists. Updating patch is not supported.”

USD 4: USD Client crashing with error “multiple_matching_tokens_detected”

Recently, while working on USD 4, we encountered one weird issue. After opening USD client, we selected O365 and provided credential to login. After selecting the instance to connect, USD client was crashing. Checking the log files, at the location "C:\Users\<UserName>\AppData\Roaming\Microsoft\Microsoft Dynamics® 365 Unified Service Desk\4.0.0.993",  we found the below exception "multiple_matching_tokens_detected: The cache contains … Continue reading USD 4: USD Client crashing with error “multiple_matching_tokens_detected”

Azure: Copy Data from CSV file to D365 instance using Azure Data Factory

In this post, we'll see how to upload data in CSV file to D365 instance using Azure Data Factory. We'll need following Azure resources for this demo: Azure Data Factory Blob Storage Let's go through the below steps to see it in action: Login to Azure Portal Click on Create a resource --> Select Storage … Continue reading Azure: Copy Data from CSV file to D365 instance using Azure Data Factory

D365 V9{Upgrade}: Sharing record using Web API and custom action

In D365 V8, GrantAccessRequest message was not available for which we were using SOAP request in JavaScript to share a record with a user. As part of upgrade activities, since SOAP requests are going to be deprecated, now we have replaced our SOAP request with Web API and calling custom action from Web API as we … Continue reading D365 V9{Upgrade}: Sharing record using Web API and custom action

D365: Enable Cross Origin Requests in Internet Explorer

Recently, we had a requirement to load data from external domain in a web resource on a Phone Call form. While testing the functionality in IE 11, it was not working. Debugging the code using Developer Tools, we got the below "Access is denied" error in Console window: To fix this issue, we changed the … Continue reading D365: Enable Cross Origin Requests in Internet Explorer

D365 V9{Upgrade}: Icebreakers section on Contact Form

Recently, after upgrading our D365 V8 instance to D365 V9, we found that on Contact Form there was some discrepancy in the position of the sections. After comparing the Form Editor in both the instances(V8 and V9) we found the below differences: D365 V8: CARD DETAILS section at top right corner D365 V9: New Icebreakers section at … Continue reading D365 V9{Upgrade}: Icebreakers section on Contact Form

D365 V9{Upgrade}: Ribbon Button Enable Rule Custom JS Code gives error “Cannot read property ‘getFormContext’ of undefined”

While working on upgrade activities of D365 V9 from D365 V8, we faced one weird issue related to Enable Rule of  Ribbon button. We had one form where we were using Enable Rule for a button which was defined using custom JS code. As part of client side scripting changes related to D365 V9 upgrade, … Continue reading D365 V9{Upgrade}: Ribbon Button Enable Rule Custom JS Code gives error “Cannot read property ‘getFormContext’ of undefined”

D365 V9{Upgrade}: Error while upgrading NuGet package Microsoft.CrmSdk.XrmTooling.CoreAssembly to v9.0.2.5

Recently, while upgrading our D365 instance from V8 to V9, we had some batch jobs for integration which were running on v9.0.2.4 of CRM related NuGet packages. As part of V9 upgrade we need to upgrade those NuGet packages to v9.0.2.5. While upgrading XrmTooling.CoreAssembly to v9.0.2.5, we were getting the below error: "Unable to resolve dependencies. … Continue reading D365 V9{Upgrade}: Error while upgrading NuGet package Microsoft.CrmSdk.XrmTooling.CoreAssembly to v9.0.2.5

Azure: Web Job Deployment Error “The local data store is currently in use by another operation”

Recently, we had written a batch job to connect to D365 and do some operation on a schedule. While deploying the batch job from Visual Studio as a web job we got the below error: "The local data store is currently in use by another operation. Please wait and then try your operation again. If … Continue reading Azure: Web Job Deployment Error “The local data store is currently in use by another operation”