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

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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.”

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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”

D365: Retrieve, Associate, Disassociate N:N Related Records using C#

In this post, we'll talk about an example where we need to retrieve N:N related records and code snippet for the same. We are using ClickDimensions component in D365 for marketing purpose. We came across a requirement where we were supposed to disassociate the related records(Marketing Lists) from a record(Email Send a ClickDimensions entity) based … Continue reading D365: Retrieve, Associate, Disassociate N:N Related Records using C#

D365 V9{Upgrade}: Client API Change for openEntityForm

Prior to D365 V9, we were using Xrm.Utility.openEntityForm() to open an existing record or to open a create form of an entity providing some additional parameters. However, in D365 V9 as it has been deprecated, we need to use Xrm.Navigation.openForm() to perform the same operation. Here's an example of the change in API along with … Continue reading D365 V9{Upgrade}: Client API Change for openEntityForm

D365 V9{Upgrade}: Client API update for alert and confirm

In D365 V9, as per Microsoft documentation, Xrm.Utility.alertDialog() should be replaced by Xrm.Navigation.openAlertDialog() and Xrm.Utility.confirmDialog() should be replaced by Xrm.Navigation.openConfirmDialog(). Let's take an example of both alert and confirm dialog box and see what exact changes we need to do in JS code apart from the above library change. alert: D365 V8: D365 V9: confirm: D365 V8: D365 V9: … Continue reading D365 V9{Upgrade}: Client API update for alert and confirm

D365 V9{Upgrade}: “v_5 is not a function” error while adding custom filter to lookup

Recently, after upgrading our one of the D365 instance to V9, we came across an issue with custom filtering of lookup. We were using below piece of code snippet to add custom filter: and below is the definition of the addFilterOpp method: fetchQuery = "<filter type='and'>" + "<condition attribute='sab_brandid' operator='eq' value='" + brandId + "' … Continue reading D365 V9{Upgrade}: “v_5 is not a function” error while adding custom filter to lookup