Nishantrana.me
Nishantrana.me
Nishant Rana's Weblog – Everything related to Microsoft .NET Technology
Everything related to Microsoft .NET Technology
Everything related to Microsoft .NET Technology
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13.3.2025 13:48Comment on How to – Upload file to Azure Blob Storage using BlobClient class – C# by Anonymous<!-- wp:paragraph --> <p>Did not work! Already had same settings</p> <!-- /wp:paragraph -->
10.3.2025 23:12Comment on Fixed –Available for specific video sites error- Chromecast in Windows 10 / 11 by Anonymous[…] Recently we got the below error while trying to assign the record. Unable to save. This form can’t be saved due to a custom setting. Turned out we had certain conditions in the OnSave event for the form, and if the record satisfies those conditions we were canceling the save event using executionContext.getEventArgs().preventDefault(); So it … Continue reading “Unable to save. This form can’t be saved due to a custom setting error in … […]
10.3.2025 20:19Comment on Unable to save. This form can’t be saved due to a custom setting error in Dynamics 365 / Dataverse. by Unable to save. This form can’t be s...Recently we got the below error while trying to assign the record. Unable to save. This form can’t be saved due to a custom setting. Turned out we had certain conditions in the OnSave event for the form, and if the record satisfies those conditions we were canceling the save event using executionContext.getEventArgs().preventDefault(); So it … Continue reading "Unable to save. This form can’t be saved due to a custom setting error in Dynamics 365 / Dataverse."
10.3.2025 19:30Unable to save. This form can’t be saved due to a custom setting error in Dynamics 365 / Dataverse.[…] MultiSelect OptionSet (Choices) fields in Dataverse provide a flexible way to store multiple values within a single field. However, querying and filtering these fields require different techniques depending on the approach used. In this blog post, we will explore various ways to filter records based on the Skills field (cr1a7_skills), which has the following values: … Continue reading “Querying / Filtering MultiSelect Choice / OptionSet Fields in Dataverse / Dy… […]
4.3.2025 21:09Comment on Querying / Filtering MultiSelect Choice / OptionSet Fields in Dataverse / Dynamics 365 by Querying / Filtering MultiSelect Choice / OptionS...MultiSelect OptionSet (Choices) fields in Dataverse provide a flexible way to store multiple values within a single field. However, querying and filtering these fields require different techniques depending on the approach used. In this blog post, we will explore various ways to filter records based on the Skills field (cr1a7_skills), which has the following values: … Continue reading "Querying / Filtering MultiSelect Choice / OptionSet Fields in Dataverse / Dynamics 365"
4.3.2025 19:30Querying / Filtering MultiSelect Choice / OptionSet Fields in Dataverse / Dynamics 365[…] In Microsoft Dataverse, calculated columns are a powerful way to derive values dynamically without the need for manual updates. However, one challenge is that plugins do not trigger directly on calculated column changes since these values are computed at runtime and not stored in the database. Calculated field considerations Since calculated columns use/depend on other … Continue reading “How to Trigger a Plugin on a Calculated Column Change in Dataverse / Dynamic… […]
3.3.2025 20:13Comment on How to Trigger a Plugin on a Calculated Column Change in Dataverse / Dynamics 365 by How to Trigger a Plugin on a Calculated Column Change ...In Microsoft Dataverse, calculated columns are a powerful way to derive values dynamically without the need for manual updates. However, one challenge is that plugins do not trigger directly on calculated column changes since these values are computed at runtime and not stored in the database. Calculated field considerations Since calculated columns use/depend on other … Continue reading "How to Trigger a Plugin on a Calculated Column Change in Dataverse / Dynamics 365"
3.3.2025 19:30How to Trigger a Plugin on a Calculated Column Change in Dataverse / Dynamics 365[…] The BypassBusinessLogicExecutionStepIds optional parameter or request header value allows us to bypass a specific plugin step by passing its GUID, irrespective of whether it is synchronous or asynchronous, unlike the other optional parameters – BypassCustomPluginExecution and BypassBusinessLogicExecution that will bypass all the custom synchronous and/ or asynchronous logic (plugins and workflows). Using BypassCustomPluginExecution and BypassBusinessLogicExecution parameters … Continue reading “Bypass execution of specific plugin (step) using BypassBusinessLogicExecutio… […]
3.3.2025 16:35Comment on Bypass execution of specific plugin (step) using BypassBusinessLogicExecutionStepIds parameter – Dynamics 365 / Dataverse by Bypass executi...[…] While testing one scenario we observed one of the plugins (asynchronous) was not updating the record as expected. Checking the System Jobs, we saw the below error. The async operation was skipped because the org is in “Disable Background Processing” mode. Well, this was because we had recently created this environment by copying our UAT … Continue reading “The async operation was skipped because the org is in “Disable Background … […]
25.2.2025 21:07Comment on The async operation was skipped because the org is in “Disable Background Processing” mode – Dataverse / Dynamics 365 by The async operatio...While testing one scenario we observed one of the plugins (asynchronous) was not updating the record as expected. Checking the System Jobs, we saw the below error. The async operation was skipped because the org is in “Disable Background Processing” mode. Well, this was because we had recently created this environment by copying our UAT … Continue reading "The async operation was skipped because the org is in “Disable Background Processing” mode – Dataverse / Dynamics 365"
25.2.2025 19:30The async operation was skipped because the org is in “Disable Background Processing” mode – Dataverse / Dynamics 365[…] We all know how frustrating it can be to dig through records just to find key details. With AI-generated record summaries, users can instantly access important information—saving time, reducing effort, and boosting productivity. We can now create AI-powered record summaries for any table in Power Apps using a simple, guided prompt builder. We get to … Continue reading “How to – Configure Copilot Row Summary for tables main form – Datave… […]
24.2.2025 23:15Comment on How to – Configure Copilot Row Summary for tables main form – Dataverse / Dynamics 365 by How to – Configure Copilot Row Summary for tables...We all know how frustrating it can be to dig through records just to find key details. With AI-generated record summaries, users can instantly access important information—saving time, reducing effort, and boosting productivity. We can now create AI-powered record summaries for any table in Power Apps using a simple, guided prompt builder. We get to … Continue reading "How to – Configure Copilot Row Summary for tables main form – Dataverse / Dynamics 365"
24.2.2025 19:30How to – Configure Copilot Row Summary for tables main form – Dataverse / Dynamics 365[…] Below are the quick steps to create a copilot with Dataverse as the Knowledge source and Teams as the channel Open the Microsoft Copilot Studio site https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio Select the Try free option to get started. Select the appropriate environment and click on New copilot option (Create+) Select Create Here we have renamed the Copilot, next … Continue reading “Using Microsoft Copilot Studio to create Copilot for Teams channel with Data… […]
23.2.2025 12:20Comment on Using Microsoft Copilot Studio to create Copilot for Teams channel with Dataverse as Knowledge source – Copilot / Dataverse by Using Micro...[…] Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as read-only. We can use the … Continue reading “Use JavaScript to enable / disable a field only if the Stage is Active in Bu… […]
22.2.2025 18:49Comment on Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse by Use JavaScrip...In Dynamics 365, there are instances when we need to dynamically change the labels of option set fields based on specific conditions. For example, we might want to update the label of the “Priority” field option from High to Critical when a case is marked as escalated (Is Escalated = True). Below is the sample … Continue reading "Change Choice / OptionSet value’s text/label using JavaScript – Dataverse / Dynamics 365"
18.2.2025 19:30Change Choice / OptionSet value’s text/label using JavaScript – Dataverse / Dynamics 365[…] While importing a patch (unmanaged) solution we got the below error – “Solution ‘abc_Configuration’ failed to import: Solution manifest import: FAILURE: Solution patch with version 1.6.1.1 already exists. Updating patch is not supported.” This is because Dataverse does not allow updating an existing patch solution with the same version number. Dataverse treats patches as immutable … Continue reading ““Solution manifest import: FAILURE: Solution patch with version alread… […]
17.2.2025 21:22Comment on “Solution manifest import: FAILURE: Solution patch with version already exists. Updating patch is not supported.” – Power Platform / Dynami...While importing a patch (unmanaged) solution we got the below error – “Solution ‘abc_Configuration’ failed to import: Solution manifest import: FAILURE: Solution patch with version 1.6.1.1 already exists. Updating patch is not supported.” This is because Dataverse does not allow updating an existing patch solution with the same version number. Dataverse treats patches as immutable … Continue reading "“Solution manifest import: FAILURE: Solution patch with version already exists. Updating patch is not supported.” – Power Platform / Dynamics 365"
17.2.2025 19:30“Solution manifest import: FAILURE: Solution patch with version already exists. Updating patch is not supported.” – Power Platform / Dynamics 365[…] Recently we copied our UAT environment to one of the testing environments. After copying, we saw that all the cloud flows were in Off / Disabled state. This was because during copy the environment is set in administration mode and background operations are also disabled. Flows are automatically turned off to prevent – If required, … Continue reading “Cloud Flows are disabled or turned off… […]
11.2.2025 21:48Comment on Cloud Flows are disabled or turned off after copying a Dataverse Environment ? (Power Automate / Power Platform) by Cloud Flows are disable...[…] https://nishantrana.me/2024/06/11/fixed-flow-not-getting-triggered-callback-registration-power-autom… […]
11.2.2025 19:30Comment on Fixed- Flow not getting triggered (Callback Registration)– Power Automate / Dataverse by Cloud Flows are disabled or turned off after copyi...[…] Console App / API – https://nishantrana.me/2024/06/12/enable-disable-turn-on-turn-off-multiple-cloud-flows-using-code-po… […]
11.2.2025 19:30Comment on Enable / Disable (turn on / turn off) multiple cloud flows using Code – Power Automate by Cloud Flows are disabled or turned off after copy...Recently we copied our UAT environment to one of the testing environments. After copying, we saw that all the cloud flows were in Off / Disabled state. This was because during copy the environment is set in administration mode and background operations are also disabled. Flows are automatically turned off to prevent – If required, … Continue reading "Cloud Flows are disabled or turned off after copying a Dataverse Environment ? (Power Automate / Power Platform)"
11.2.2025 19:30Cloud Flows are disabled or turned off after copying a Dataverse Environment ? (Power Automate / Power Platform)[…] Reduce log storage: Delete audit logs – Power Platform Admin Center […]
10.2.2025 19:47Comment on Reduce log storage: Delete audit logs – Power Platform Admin Center by Reduce log storage: Delete audit logs – Power Platform Admin Center...[…] Get more information – https://nishantrana.me/2024/10/15/free-up-storage-space-activitypointerbase-and-workflowlogbase-data… […]
10.2.2025 19:30Comment on Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 365) by Reduce log storage: Delete audit logs – Power...Recently we had to copy our production environment to one of our sandbox environments for some analysis and testing. But before we copied we made sure we deleted the data/attachments/ logs that are not required to save some storage space. Get more information – https://nishantrana.me/2024/10/15/free-up-storage-space-activitypointerbase-and-workflowlogbase-dataverse-dynamics-365/ We had around 950 MB of Log data in it. … Continue reading "Reduce log storage: Delete audit logs – Power Platform Admin Center"
10.2.2025 19:30Reduce log storage: Delete audit logs – Power Platform Admin Center<!-- wp:paragraph --> <p>we are facing same issue,</p> <!-- /wp:paragraph --><!-- wp:paragraph --> <p></p> <!-- /wp:paragraph --><!-- wp:paragraph --> <p>can u please mention exact how u are able to delete it from base table?</p> <!-- /wp:paragraph --><!-- wp:paragraph --> <p>we don't have access to table</p> <!-- /wp:paragraph -->
5.2.2025 14:39Comment on Fixed – Column names in each table must be unique. Column name ‘x’ in table ‘y’ is specified more than once while importing solution in Dyn...[…] Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios where progression to the next stage must be validated against specific business rules. In this blog, we see how to implement custom validations on stage progression using JavaScript. Let us take a simple … Continue reading “Customizing Business Process… […]
4.2.2025 23:20Comment on Customizing Business Process Flows: Stage Validation Using JavaScript (Dynamics 365 / Dataverse) by Customizing Business Process Flows: Sta...[…] https://nishantrana.me/2024/10/23/javascript-for-fields-in-business-process-flow-few-key-points-data… […]
4.2.2025 19:30Comment on JavaScript for fields in Business Process Flow (few key points)– Dataverse / Dynamics 365 by Customizing Business Process Flows: Stage Vali...[…] https://nishantrana.me/2024/10/10/use-javascript-to-add-onchange-event-to-a-field-in-the-business-pr… […]
4.2.2025 19:30Comment on Use JavaScript to add onchange event to a field in the Business Process Flow by Customizing Business Process Flows: Stage Validation Using ...[…] Also check – https://nishantrana.me/2024/10/09/use-javascript-to-enable-a-field-only-if-the-stage-is-active-in-bu… […]
4.2.2025 19:30Comment on Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse by Customizing B...Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios where progression to the next stage must be validated against specific business rules. In this blog, we see how to implement custom validations on stage progression using JavaScript. Let us take a simple … Continue reading "Customizing Business Process Flows: Stage Validation Using JavaScript (Dynamics 365 / Dataverse)"
4.2.2025 19:30Customizing Business Process Flows: Stage Validation Using JavaScript (Dynamics 365 / Dataverse)[…] Check Out the Natural Language Grid and View search […]
3.2.2025 22:51Comment on Check Out the Natural Language Grid and View search by Check Out the Natural Language Grid and View search – 365 Community OnlineThe new Smart Grid Preview feature allows us to find, filter, and sort data with natural language. To enable it navigate to Environment >> Settings >> Features inside Power Platform Admin Center and turn on Natural Language Grid and View Search. After enabling it we will see a search box on the grid page where … Continue reading "Check Out the Natural Language Grid and View search"
3.2.2025 19:30Check Out the Natural Language Grid and View search[…] Below is our final Power Automate Cloud Flow which uses the HTTP request trigger followed by Response action. The Allows Users = Specific users in my tenant option ensures that only authorized users in the tenant can trigger the flow while leveraging the security provided by Oauth authentication and Azure AD. Let us first register … Continue reading “Configure OAuth authentication for HTTP… […]
1.2.2025 11:48Comment on Configure OAuth authentication for HTTP Request Triggers (Specific users in my tenant) – Power Automate by Configure OAuth authentication f...[…] Refer – https://nishantrana.me/2025/01/28/configure-oauth-authentication-for-http-request-triggers-specific-… […]
28.1.2025 19:30Comment on Configure OAuth authentication for HTTP Request Triggers (Specific users in my tenant) – Power Automate by Fixed – MisMatchingOAuthClaims –...Recently while trying to invoke the HTTP Request trigger, on passing the token we got the below error from the Postman Turned out that we missed the trailing slash for the resource’s value while generating the token. Audience values as expected in the claim. https://jwt.io/ On correcting the resource value, and using the new generated … Continue reading "Fixed – MisMatchingOAuthClaims – One or more claims either missing or does not match with the open authentication access control policy error – OAuth Authentication for HTTP Request trigger (Power Automate)ismatch"
28.1.2025 19:30Fixed – MisMatchingOAuthClaims – One or more claims either missing or does not match with the open authentication access control policy error – OAuth ...Below is our final Power Automate Cloud Flow which uses the HTTP request trigger followed by Response action. The Allows Users = Specific users in my tenant option ensures that only authorized users in the tenant can trigger the flow while leveraging the security provided by Oauth authentication and Azure AD. Let us first register … Continue reading "Configure OAuth authentication for HTTP Request Triggers (Specific users in my tenant) – Power Automate"
27.1.2025 19:30Configure OAuth authentication for HTTP Request Triggers (Specific users in my tenant) – Power Automate[…] Recently we observed that our plugin registered on the Delete message of appointment on the PreValidation stage was not getting triggered when we were deleting or updating the occurrence of the Recurring Appointment. For both of the below operations, our plugin was not getting triggered. The plugin had the logic to delete a few associated … Continue reading “Fixed – Delete Plugin on… […]
21.1.2025 19:55Comment on Fixed – Delete Plugin on Appointment not firing for operation on Recurring Appointment (Dataverse / Dynamics 365) by Fixed – Delete Plugin ...Recently we observed that our plugin registered on the Delete message of appointment on the PreValidation stage was not getting triggered when we were deleting or updating the occurrence of the Recurring Appointment. For both of the below operations, our plugin was not getting triggered. The plugin had the logic to delete a few associated … Continue reading "Fixed – Delete Plugin on Appointment not firing for operation on Recurring Appointment (Dataverse / Dynamics 365)"
21.1.2025 19:30Fixed – Delete Plugin on Appointment not firing for operation on Recurring Appointment (Dataverse / Dynamics 365)[…] The Case Handling Time widget (preview) can be added to the Case Form, giving a focused way to track case resolution efficiency. By using this feature, we can identify patterns, make informed decisions, and continuously refine processes. To enable it to navigate to Customer Service Admin Center >> Customer Support >> Case Settings >> Case … Continue reading “Configure Case Handling Time widget… […]
20.1.2025 23:20Comment on Configure Case Handling Time widget for the Case form – Dynamics 365 Customer Service by Configure Case Handling Time widget for the Case f...The Case Handling Time widget (preview) can be added to the Case Form, giving a focused way to track case resolution efficiency. By using this feature, we can identify patterns, make informed decisions, and continuously refine processes. To enable it to navigate to Customer Service Admin Center >> Customer Support >> Case Settings >> Case … Continue reading "Configure Case Handling Time widget for the Case form – Dynamics 365 Customer Service"
20.1.2025 19:30Configure Case Handling Time widget for the Case form – Dynamics 365 Customer ServiceWe might get the below error while using LINQ to query Dataverse – System.NotSupportedException: ‘The method ‘GroupJoin’ cannot follow the method ‘SelectMany’ or is not supported. Try writing the query in terms of supported methods or call the ‘AsEnumerable’ or ‘ToList’ method before calling unsupported methods.’ This error occurs because the GroupJoin method, which is … Continue reading "Fixed – The method ‘GroupJoin’ cannot follow the method ‘SelectMany’ or is not supported while using LINQ query (Dataverse / Dynamics 365)"
14.1.2025 19:30Fixed – The method ‘GroupJoin’ cannot follow the method ‘SelectMany’ or is not supported while using LINQ query (Dataverse / Dynamics 365)We might get the below error while using LINQ to query Dataverse – “System.NotSupportedException: ‘Invalid ‘where’ condition. An entity member is invoking an invalid property or method.’” Here we got the below error because we used the HasValue property. Here the issue with HasValue arises because FetchXML doesn’t have a direct equivalent for nullable checks … Continue reading "Fixed – ‘Invalid ‘where’ condition. An entity member is invoking an invalid property or method’ while using LINQ query (Dataverse / Dynamics 365)"
13.1.2025 19:30Fixed – ‘Invalid ‘where’ condition. An entity member is invoking an invalid property or method’ while using LINQ query (Dataverse / Dynamics 365)[…] Recently we migrated the Real-time marketing forms from our Dev environment to UAT environment using the Configuration Migration Tool. Here what we noticed was on submitting the form using the standalone page in UAT, the submissions were going back to the Dev environment instead of UAT. This was because the data-form-api-url and data-cached-form-url property of … Continue reading “Fixed –… […]
7.1.2025 22:40Comment on Fixed – Real-time marketing form’s Standalone page submitting to a different environment – (Dynamics 365 Customer Insights – Journeys) by ...Recently we migrated the Real-time marketing forms from our Dev environment to UAT environment using the Configuration Migration Tool. Here what we noticed was on submitting the form using the standalone page in UAT, the submissions were going back to the Dev environment instead of UAT. This was because the data-form-api-url and data-cached-form-url property of … Continue reading "Fixed – Real-time marketing form’s Standalone page submitting to a different environment – (Dynamics 365 Customer Insights – Journeys)"
7.1.2025 19:30Fixed – Real-time marketing form’s Standalone page submitting to a different environment – (Dynamics 365 Customer Insights – Journeys)[…] We can use the setIsValid method for validating field values in Model-driven apps. This method helps ensure that the data entered by users meets the required criteria before it’s processed or saved. The setIsValid method is used to set the validity of a column’s value. It can mark a field as valid or invalid based … Continue reading “How to use the setIsValid Method in Dataverse /… […]
6.1.2025 21:44Comment on How to use the setIsValid Method in Dataverse / Dynamics 365 by How to use the setIsValid Method in Dataverse / Dynamics 365 | 365 Communit...We can use the setIsValid method for validating field values in Model-driven apps. This method helps ensure that the data entered by users meets the required criteria before it’s processed or saved. The setIsValid method is used to set the validity of a column’s value. It can mark a field as valid or invalid based … Continue reading "How to use the setIsValid Method in Dataverse / Dynamics 365"
6.1.2025 19:30How to use the setIsValid Method in Dataverse / Dynamics 365<!-- wp:paragraph --> <p>Hi,<br />we have to implement this code in dynamics as plugins or else?</p> <!-- /wp:paragraph -->
17.12.2024 04:59Comment on How to – Dynamically add rows and columns to Grid View by Anonymous<!-- wp:paragraph --> <p>can we change the view of attachment control.</p> <!-- /wp:paragraph -->
16.12.2024 05:07Comment on Attachment Control – Dynamics 365 by ghostlyfbfcfb4cf4<!-- wp:paragraph --> <p>It is possible to change the view on attachment control</p> <!-- /wp:paragraph -->
16.12.2024 05:05Comment on Attachment Control – Dynamics 365 by Anonymous<!-- wp:paragraph --> <p>Hi Nishant,<br /><br />Great Blog. <br />I have what if I have leadid and some new few fields to be updated.<br />But dont have the Row Checksum and Modified on field in the data.<br />Is there any recommended practice to update the data?<br /></p> <!-- /wp:paragraph -->
15.12.2024 21:01Comment on Import Data (Import Data Wizard) – Few key points by Anonymous<!-- wp:paragraph --> <p>Hi Nishant , Thanks for very informative and helpful article . But i dont know whether you noticed , field mapping doesn't seems to work with Associated Grid control . When you click on +New <entity> from the subgrid , the new form is not able to map the parent lookup field.</p> <!-- /wp:paragraph -->
4.12.2024 09:26Comment on Use the new Associated Grid Control to display details of other tables in subgrids – Model-driven App / Dynamics 365 by Anonymous[…] elastic tables, as well as utilizing platforms like KingswaySoft and SSIS packages. By the end of this article, you’ll have a clear understanding of how to effectively manage data deletion in […]
3.12.2024 03:31Comment on How to – Delete the elastic table records (Dataverse) by How Delete all records from Dataverse table Effectively?<!-- wp:paragraph --> <p>Incredibly useful, thanks a lot !!! </p> <!-- /wp:paragraph -->
28.11.2024 08:57Comment on Transitioning from Unmanaged to Managed Solution (Dynamics 365 / Dataverse) by Anonymous<!-- wp:paragraph --> <p>As a <a href="https://www.ailoitte.com/ai-chatbot-development/" rel="nofollow ugc">chatbot development company</a>, Ailoitte focuses on building reliable and innovative chatbot solutions tailored to your business needs. From streamlining customer support to boosting sales, our chatbots provide solutions that matter. Whether you’re in retail, healthcare, or finance, Ailoitte ensures your chatbot aligns with your goals. With advanced AI technologies, we help businesses stay relevant in today’s competitive market while enhancing their user experience.ok</p> <!-- /wp:paragraph -->
26.11.2024 07:19Comment on Managing Idea Forums in Community Portal in Dynamics 365 by Anonymous[…] Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based on the parent record type it is opened from. Quick Create Form As we cannot have multiple Quick Create Form specified for different forms, we had to use JavaScript to identify the parent … Continue reading “Using Xrm.Utility.getPageContext().input to identity… […]
25.11.2024 23:45Comment on Using Xrm.Utility.getPageContext().input to identity or get parent record details for the Quick Create form – Dataverse / Dynamics 365 by U...Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based on the parent record type it is opened from. Quick Create Form As we cannot have multiple Quick Create Form specified for different forms, we had to use JavaScript to identify the parent … Continue reading "Using Xrm.Utility.getPageContext().input to identity or get parent record details for the Quick Create form – Dataverse / Dynamics 365"
25.11.2024 20:30Using Xrm.Utility.getPageContext().input to identity or get parent record details for the Quick Create form – Dataverse / Dynamics 365[…] ecosystem can be daunting, especially when facing errors like the Dataverse EntityState exception. This comprehensive guide simplifies these complex concepts, offering clear explanations and practical solutions for […]
25.11.2024 03:36Comment on Fixed – EntityState must be set to null, Created (for Create message) or Changed (for Update message) exception in Dataverse / Dynamics 365...<!-- wp:paragraph --> <p>What if the user is in the organization? I am getting this error but I am in the organization.</p> <!-- /wp:paragraph -->
21.11.2024 15:52Comment on Fixed – ‘InvalidApprovalCreateRequestAssignedToNoValidUsers’. Error Message: ‘Required field ‘assignedTo’ contained no valid users in the o...[…] Manage solution dependencies easily through the refreshed look – Dataverse […]
19.11.2024 22:20Comment on Manage solution dependencies easily through the refreshed look – Dataverse by Manage solution dependencies easily through the refreshed loo...In Dataverse, solution dependencies are a vital aspect of managing and deploying applications. Dependencies ensure that required components are present for a solution to work seamlessly across environments. However, with complex solutions, understanding and managing these dependencies can become overwhelming. The updated dependencies page is designed to simplify dependency management by offering a more intuitive, … Continue reading "Manage solution dependencies easily through the refreshed look – Dataverse"
19.11.2024 20:30Manage solution dependencies easily through the refreshed look – Dataverse[…] Using Copilot to Create and Explain Formulas – Power Apps […]
18.11.2024 21:52Comment on Using Copilot to Create and Explain Formulas – Power Apps by Using Copilot to Create and Explain Formulas – Power Apps | 365 CommunityUsing the new features – Create a formula (preview) and Explain this formula we can now easily write, edit, and understand formulas in Power Apps. To enable it, navigate to switch on – Settings >> Updates >> Preview >> Copilot for formulas Here in the sample app below, we are trying to set the Items … Continue reading "Using Copilot to Create and Explain Formulas – Power Apps"
18.11.2024 20:30Using Copilot to Create and Explain Formulas – Power Apps<!-- wp:paragraph --> <p>Where is the data stored please? I've had a look in the activitypointerbase, and in the individual activity tables, but can't see anything to indicate the "pinned status" of an activity record</p> <!-- /wp:paragraph -->
13.11.2024 12:51Comment on Pin Activities in Timeline – Dynamics 365 by Anonymous[…] Field suggestions by Copilot -Power Apps (Dataverse) […]
12.11.2024 21:42Comment on Field suggestions by Copilot –Power Apps (Dataverse) by Field suggestions by Copilot –Power Apps (Dataverse) | 365 CommunityField Suggestions by Copilot for Canvas Apps apply to Gallery, Form Table controls both classic and modern for Dataverse, SharePoint, or SQL Server data source. It analyzes the schema of the table selected and recommends up to 10 fields that also include a maximum of 10 required fields of that table. Let us see it … Continue reading "Field suggestions by Copilot –Power Apps (Dataverse)"
12.11.2024 20:30Field suggestions by Copilot –Power Apps (Dataverse)[…] To enable this feature navigate to Power Platform Admin Center > Environment > Features > Enable smart paste (preview) With the smart paste feature, we can copy the text to the clipboard that has the details we want to fill in for our form and click the smart paste button or use our normal CTRL … Continue reading “Using the Smart Paste (Preview) feature to fill the form fast in Dataverse /… […]
11.11.2024 21:35Comment on Using the Smart Paste (Preview) feature to fill the form fast in Dataverse / Dynamics 365 by Using the Smart Paste (Preview) feature to fil...To enable this feature navigate to Power Platform Admin Center > Environment > Features > Enable smart paste (preview) With the smart paste feature, we can copy the text to the clipboard that has the details we want to fill in for our form and click the smart paste button or use our normal CTRL … Continue reading "Using the Smart Paste (Preview) feature to fill the form fast in Dataverse / Dynamics 365"
11.11.2024 20:30Using the Smart Paste (Preview) feature to fill the form fast in Dataverse / Dynamics 365<!-- wp:paragraph --> <p>How to disable Form Component based on some condition..?</p> <!-- /wp:paragraph -->
7.11.2024 15:04Comment on How to – Use Form Component Control in Dynamics 365 / Power Apps by Anonymous[…] Maximise Storage usage using Allocate Capacity (preview) in Dataverse / Dynamics 365 […]
5.11.2024 22:21Comment on Maximise Storage usage using Allocate Capacity (preview) in Dataverse / Dynamics 365 by Maximise Storage usage using Allocate Capacity (pre...The new Allocate Capacity feature allows administrators to manage and optimize storage allocation across different environments. It allows administrators to strategically distribute available storage among the Dataverse environments based on each environment’s unique needs ensuring each has the right amount of storage to maintain performance and avoid service interruptions. Navigate to Resources >> Capacity >> … Continue reading "Maximise Storage usage using Allocate Capacity (preview) in Dataverse / Dynamics 365"
5.11.2024 20:30Maximise Storage usage using Allocate Capacity (preview) in Dataverse / Dynamics 365[…] Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open the Form table for customization, here we need to add the field to below 2 forms. Starting with the Form Settings form, drag the field to the form. If we check the form … Continue reading “Customize the Real-time Marketing Form form / Form Editor to add field (Dyna… […]
4.11.2024 21:07Comment on Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey) by Customize the Real-tim...Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open the Form table for customization, here we need to add the field to below 2 forms. Starting with the Form Settings form, drag the field to the form. If we check the form … Continue reading "Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey)"
4.11.2024 20:30Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey)In reply to <a href="https://nishantrana.me/2020/08/11/insert-knowledge-article-in-email-2020-release-wave-2/comment-page-1/#comment-691040">Hui Kim</a>. <!-- wp:paragraph --> <p>Any update on how to hide this button?</p> <!-- /wp:paragraph -->
1.11.2024 07:30Comment on Insert knowledge article in email – 2020 Release wave 2 by Anonymous[…] Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow. As we can see the lookup shows the Recent records there. Now say we have applied filtering to the lookup using addPreSearch so we need to disable the recent records options in it. To do so for the fields … Continue reading “Disable recent records (Disable most recently used items) for the Lookup fie… […]
29.10.2024 22:01Comment on Disable recent records (Disable most recently used items) for the Lookup field used in the Business Process Flow (Dataverse / Dynamics 365)...Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow. As we can see the lookup shows the Recent records there. Now say we have applied filtering to the lookup using addPreSearch so we need to disable the recent records options in it. To do so for the fields … Continue reading "Disable recent records (Disable most recently used items) for the Lookup field used in the Business Process Flow (Dataverse / Dynamics 365)"
29.10.2024 20:30Disable recent records (Disable most recently used items) for the Lookup field used in the Business Process Flow (Dataverse / Dynamics 365)[…] How to – Delete the elastic table records (Dataverse) […]
28.10.2024 22:41Comment on How to – Delete the elastic table records (Dataverse) by How to – Delete the elastic table records (Dataverse) | 365 CommunityRecently we wrote an SSIS package to delete the Elastic Table records using KingswaySoft’s Integration Toolkit for Dynamics 365. We had mapped the primary field for deletion and the package was also showing success. However back in our CRM / Sales Hub app, we saw that none of the records were deleted (total – 48999) … Continue reading "How to – Delete the elastic table records (Dataverse)"
28.10.2024 20:30How to – Delete the elastic table records (Dataverse)[…] JavaScript for fields in Business Process Flow (few key points)- Dataverse / Dynamics 365 […]
22.10.2024 22:42Comment on JavaScript for fields in Business Process Flow (few key points)– Dataverse / Dynamics 365 by JavaScript for fields in Business Process Flow...[…] https://nishantrana.me/2024/10/10/use-javascript-to-add-onchange-event-to-a-field-in-the-business-pr… […]
22.10.2024 20:30Comment on Use JavaScript to add onchange event to a field in the Business Process Flow by JavaScript for fields in Business Process Flow (few key poi...[…] https://nishantrana.me/2024/10/09/use-javascript-to-enable-a-field-only-if-the-stage-is-active-in-bu… […]
22.10.2024 20:30Comment on Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse by JavaScript fo...Suppose we have the following fields in the form as well as in the business process flow stage for the lead. And let us apply the below JavaScript on the form load. On opening the lead form below is the result we get. formContext. getControl(“leadqualitycode”).setVisible(true); Sets the Rating field visible on the form. formContext. getControl(“header_process_leadqualitycode”).setVisible(false); … Continue reading "JavaScript for fields in Business Process Flow (few key points)– Dataverse / Dynamics 365"
22.10.2024 20:30JavaScript for fields in Business Process Flow (few key points)– Dataverse / Dynamics 365<!-- wp:paragraph --> <p>Him could you advice how you got the support to run the script as I have situation that activity tables take less than 10 GB and the ActivityPointerBase over 40GB</p> <!-- /wp:paragraph -->
22.10.2024 16:04Comment on Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 365) by Anonymous<!-- wp:paragraph --> <p>Sadly that doesn't work (anymore), at least for us. Always getting something like "Errors in Process Definition".</p> <!-- /wp:paragraph -->
22.10.2024 00:28Comment on Enable / Disable (turn on / turn off) multiple cloud flows – Dataverse by dynmgr[…] We might get this error while trying to update one of the records. Exception Message: EntityState must be set to null, Created (for Create message) or Changed (for Update message). EntityState of primaryEntity: Unchanged, RequestName: Update ErrorCode: -2147220989 The error occurs when OrganizationServiceContext tries to update an entity that has not been marked as modified. … Continue reading… […]
21.10.2024 20:32Comment on Fixed – EntityState must be set to null, Created (for Create message) or Changed (for Update message) exception in Dataverse / Dynamics 365...We might get this error while trying to update one of the records. Exception Message: EntityState must be set to null, Created (for Create message) or Changed (for Update message). EntityState of primaryEntity: Unchanged, RequestName: Update ErrorCode: -2147220989 The error occurs when OrganizationServiceContext tries to update an entity that has not been marked as modified. … Continue reading "Fixed – EntityState must be set to null, Created (for Create message) or Changed (for Update message) exception in Dataverse / Dynamics 365"
21.10.2024 20:30Fixed – EntityState must be set to null, Created (for Create message) or Changed (for Update message) exception in Dataverse / Dynamics 365<!-- wp:paragraph --> <p>Can you please illustrate further? what's the different between the old and the new xml? they look exactly the same and there was no mentioning about the reason of the error??</p> <!-- /wp:paragraph -->
19.10.2024 06:57Comment on Fixed – Expected non-empty Guid while importing solution in Dynamics 365/ Dataverse by stevenzdeng<!-- wp:paragraph --> <p>How can I pin an email using power automate?</p> <!-- /wp:paragraph -->
16.10.2024 09:28Comment on Pin Activities in Timeline – Dynamics 365 by jimcorriveauchestertoncom[…] In one of our requirements, we wanted to create/send an email on the creation/update of the case with the description of the email same as the description of the case. In our Case record, for the description, we have the line break (n) specified. However, for the email created, we see the line break ignored. … Continue reading “Add line break / new line for description field of Email –… […]
16.10.2024 00:14Comment on Add line break / new line for description field of Email – Dataverse / Power Automate by Add line break / new line for description field of...In one of our requirements, we wanted to create/send an email on the creation/update of the case with the description of the email same as the description of the case. In our Case record, for the description, we have the line break (\n) specified. However, for the email created, we see the line break ignored. … Continue reading "Add line break / new line for description field of Email – Dataverse / Power Automate"
15.10.2024 20:30Add line break / new line for description field of Email – Dataverse / Power Automate[…] Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of production below a few months back –https://nishantrana.me/2023/09/28/free-up-storage-space-dataverse-dynamics-365/ This time we followed more or less the same steps, the main difference was this time we used our favorite XrmToolBox plugin SQL4CDS to perform the … Continue reading… […]
14.10.2024 22:33Comment on Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 365) by Free up Storage space – ActivityPointerBase a...[…] Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of production below a few months back –https://nishantrana.me/2023/09/28/free-up-storage-space-dataverse-dynamics-365/ […]
14.10.2024 20:30Comment on Free up storage space – Dataverse / Dynamics 365 by Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 3...Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of production below a few months back –https://nishantrana.me/2023/09/28/free-up-storage-space-dataverse-dynamics-365/ This time we followed more or less the same steps, the main difference was this time we used our favorite XrmToolBox plugin SQL4CDS to perform the … Continue reading "Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 365)"
14.10.2024 20:30Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 365)<!-- wp:paragraph --> <p>Can you bulk update content access levels on all knowledge articles in any way? </p> <!-- /wp:paragraph -->
11.10.2024 09:03Comment on Using the Content Access Level for KB Articles in Customer Self-Service Portal by Kirsty Da Silva[…] Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value selected we will make the Develop Proposal field mandatory. Below is the code we need to add for it. We can add it … Continue reading “Use JavaScript to add onchange event to a field in the Business Process … […]
9.10.2024 23:47Comment on Use JavaScript to add onchange event to a field in the Business Process Flow by Use JavaScript to add onchange event to a field in the Busi...[…] us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the […]
9.10.2024 20:30Comment on Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse by Use JavaScrip...Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value selected we will make the Develop Proposal field mandatory. Below is the code we need to add for it. We can add it … Continue reading "Use JavaScript to add onchange event to a field in the Business Process Flow"
9.10.2024 20:30Use JavaScript to add onchange event to a field in the Business Process FlowRecently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as read-only. We can use the … Continue reading "Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse"
8.10.2024 20:30Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse[…] Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A and Field B Field C calculated column – However, if any of the fields used for calculation is null, Field C will also show null. The way we can resolve it is to … Continue reading “How to deal with the Calculated columns having Null values (Dynamics 365 /&#… […]
7.10.2024 21:37Comment on How to deal with the Calculated columns having Null values (Dynamics 365 / Dataverse) by How to deal with the Calculated columns having Nul...Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A and Field B Field C calculated column – However, if any of the fields used for calculation is null, Field C will also show null. The way we can resolve it is to … Continue reading "How to deal with the Calculated columns having Null values (Dynamics 365 / Dataverse)"
7.10.2024 20:30How to deal with the Calculated columns having Null values (Dynamics 365 / Dataverse)