Recently, we were working on applying lookup filtering using JS on a custom entity form. While testing it, we got an error on each key press on the lookup field "0x80040203 Invalid Argument". We were constructing the record filter criteria based on certain condition. While debugging the code, we found that the filter criteria(FetchXML filter … Continue reading D365: 0x80040203 Invalid Argument error below lookup field
Category: Dynamics 365
Microsoft Flow: Using data returned from N:N relationship for further action
In the previous blog, we saw how to retrieve N:N records i.e. we retrieved the related "Rate" records of a particular "Revenue Schedule Line". In this blog, we'll see how to process the data returned for further action. From our previous example, we wanted to loop through each related "Rate" record of "Revenue Schedule Line" … Continue reading Microsoft Flow: Using data returned from N:N relationship for further action
Microsoft Flow: Retrieve N:N records in D365
In this blog, we'll see how we can retrieve N:N records using Microsoft Flow. Below are the steps: Go to https://flow.microsoft.com and login. After successful login select CDS connector. For demo purpose, let's select "When record is updated" as the trigger point. Select Organisation, Entity Name and Scope as shown and click New Step. Search … Continue reading Microsoft Flow: Retrieve N:N records in D365
D365: Ribbon Button Icon Update in Unified Client Interface(UCI)
In the new type of interface in D365 CE i.e. Unified Client Interface(UCI), for any custom new ribbon button that we put on the form will have default puzzle icon as shown below: To use icons of our own choice, we need to use ".svg" image file. We can follow almost the same steps to … Continue reading D365: Ribbon Button Icon Update in Unified Client Interface(UCI)
USD: Using Chrome Process with USD 4.1
Recently, we upgraded Unified Service Desk to 4.1 from 4.0 for one of our customer. With this upgrade, we got a new feature of using Chrome process for hosted controls as hosting type. Using Chrome process made USD run faster as compared to the speed we were getting using default IE process. Below are the … Continue reading USD: Using Chrome Process with USD 4.1
D365: Value cannot be null. Parameter name: attributeName
Recently, while trying to retrieve records in D365 CE using LINQ, we got the following error message "Value cannot be null. Parameter name: attributeName". There was not much information in the stack trace as well. We were using below code to get records based on certain condition from 2 entities putting join as shown below: … Continue reading D365: Value cannot be null. Parameter name: attributeName
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
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
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”
[Update]: The PrimaryControl CRM parameter passed is formContext which can be used further to get the value of the attribute. 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 … 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
D365 V9{Upgrade}: Client API Change for openWebResource
Prior to D365 V9, we were using Xrm.Utility.openWebResource() to open a web resource in a new window. However, going forward in D365 V9 we need to use Xrm.Navigation.openWebResource() to perform the same operation. Let's take an example: D365 V8: D365 V9: Hope it helps !!
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: JavaScript and Business Rule on the same field
Recently, on change of value of a field, we had business rule earlier and then we decided to perform the same using JavaScript to avoid hard coding of value in Business rule. The logic was to set value of 2 other fields on the form based on the value selected. The logic was working fine … Continue reading D365: JavaScript and Business Rule on the same field
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}: Ribbon button changes
If we have custom Ribbon button and custom JS code to perform some action on click of it or to simply display/hide Ribbon button based on some condition in JS code in version prior to D365 V9, then following changes need to be done to make them work in D365 V9. Using Ribbon Workbench, add … Continue reading D365 V9{Upgrade}: Ribbon button changes
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: Create app using Unified Interface Client
With Dynamics 365 V9, we have ability to create app using Unified Interface client. Below are the steps to see it in action: Login to the D365 instance --> Click on Settings --> My Apps. Click on Create New App at the top right corner. In the Form, fill the mandatory details and select Client … Continue reading D365 V9: Create app using Unified Interface Client
D365: Dynamics 365 Developer Toolkit for VS 2017
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 the file "extension.vsixmanifest" in a … Continue reading D365: Dynamics 365 Developer Toolkit for VS 2017
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
Azure Service Bus Queue Integration with D365 – Part 2
In the previous post of this series, we saw how to create service bus queue and register the service endpoint. In this blog, we'll continue with the 2nd part of this series. Part 2: Create account in D365 and the message appears in Service Bus Queue and reading the message from queue Let's login to … Continue reading Azure Service Bus Queue Integration with D365 – Part 2
Azure Service Bus Queue Integration with D365 – Part 1
In this series, we'll see how we can integrate Azure Service Bus Queue with D365. This series has been divided into 2 parts: Part 1: How we can create a service bus queue in Azure portal and registration of service endpoint using plugin registration tool Part 2: Do some operation in D365 and the message … Continue reading Azure Service Bus Queue Integration with D365 – Part 1
“Invalid Argument” Error while setting properties in SLA
Recently, we were working on SLA. We provided necessary conditions in Applicable When and Success Criteria sections. In Success Actions section, we wanted to update Customer Record(OOB entity "contact" renamed) and clicked on Set properties as shown below: On click of it, we got "Invalid Argument" error as shown: To fix this issue, we copied … Continue reading “Invalid Argument” Error while setting properties in SLA
Dynamics 365: Real Time Workflow Bug
Recently, we figured out a strange issue with the Real time workflow while designing it. We had designed a workflow on Phone Call entity, which was supposed to run when record status changes as well as on update of few fields on Phone Call. We had selected Execute as the owner of the workflow as … Continue reading Dynamics 365: Real Time Workflow Bug
D365 app for outlook error: This app can’t be installed. The manifest file for this app is too large. It must be smaller than 32 KB.
Few days back, we had a requirement to use new D365 app for Outlook for one of our customer. After setting up mailbox and Server Side Synchronization(prerequisites for using this lightweight extension), when we clicked on Settings --> Apps for Dynamics 365, we got the below screen: We waited for few minutes and again checked … Continue reading D365 app for outlook error: This app can’t be installed. The manifest file for this app is too large. It must be smaller than 32 KB.
Sorry, something went wrong. Please try again, or restart the app.
Recently, while accessing a D365 organization on Windows tablet, we were getting the error message "Sorry, something went wrong. Please try again, or restart the app". There was no additional error details given. To get the root cause of the issue, we enabled tracing on the device. Refer this post for enabling tracing. After enabling … Continue reading Sorry, something went wrong. Please try again, or restart the app.