Dynamics 365 - Another One Engineer

$Dynamics\CDS client + Azure Functions + Managed Identities$

Dynamics\CDS client + Azure Functions + Managed Identities

I'm catching up on Azure Functions in context of Dynamics 365 / Power Apps CDS. There are some binding redirect issues with V1 runtime, but overall I like them. Looking on code in commercial projects but also on GitHub I noticed that there is lack of understanding how to

Dynamics 365

Dynamics 365 Virtual Entities tips and tricks

Recently I've finally got opportunity to work with Dynamics 365 virtual entity and write custom data provider. While working on implementing custom data provider I stumbled upon pretty peculiar or not well documented behavior. First of all there already are plenty of good articles regarding virtual entities. Two

Dynamics 365

How to hide timeline control action buttons

Dynamics 365 CE has really nice timeline control. It comes out of the box and has extensive configuration options. It is written using PCF (PowerApps component framework) and even able to show your custom activities. But it has one downside. Unfortunately action buttons bar isn't customizable and doesn&

Dynamics 365

Plugin Registration Tool 9 doesn't work

Dynamics 365 v9 has brought lots of changes. On of them is that there is no more monolithic SDK. If you go download and extract NuGet package with Plugin Registration Tool it may just not work as you expected. It will connect to organization, but some buttons just won'

Dynamics 365

Dynamics ActivityFeeds.Plugins and empty display names

Today we faced issue when we couldn't create Case (incident entity name) with customer set to account which have empty display name. From one side for sure accounts must have display name filled. From another side we don't want to loose any cases. Organization service provided

Dynamics 365

CRM Field Security Profiles Bug

Our clients use FLS extensively. And we faced weird bug when FLS permissions aren't applied properly even though users are members of respective FLS profiles. Assume that there are two solutions: 'first' and 'second'. Both of them are managed. Not sure if it'

Dynamics 365

CRM audit log and SQL partitioning

Last half year I spent on migrating our clients from Dynamics CRM 2011 to 2015 version. That was a long and interesting journey. In some periods it was really exhausting... Trying to manage with all the issues that come up from CRM bugs and behavior nuances to our product specific

Dynamics 365

Slow audit history view for entity

One of clients complained that audit history view for a specific account takes a long time (about sixty seconds) to load. For most of other entities it worked fast. I armed with sql profiler to check what's happening there. The audit history for entity loaded very fast. But

Dynamics 365

Scheduled reports problem in CRM

After scheduling report in CRM UI you may still get error with next message: The selected report is not ready for viewing. The report is still being created or a report snapshot is not available. If check that report in SSRS directly, we can see that 'Report History'

Dynamics 365

Troubleshooting CRM actions and SPN

Recently we have started using custom actions. Basically they allow to fire workflows or plugins by simply sending specific organization request. More can be read here: * Create your own actions - https://msdn.microsoft.com/en-us/library/dn481600.aspx * Actions - https://technet.microsoft.com/en-us/library/dn531060.aspx * Four

Dynamics 365

Decrypt CRM Email Router saved passwords

We are using Email Router for Dynamics CRM 2011. And we have lots of profiles there. During migration to CRM 2015 we need to recreate email server profiles and mailboxes. I don't like how OOB migrate email router data works. Cause it creates email server profile per email

Dynamics 365

Dynamics CRM fails on help content server tests

After deploying Dynamic CRM you may start receiving next errors in application event logs where Help Server role installed: Monitoring test failed: Test Title: Help Content Server Tests.: Machine: <MACHINE-NAME>: ServerRole: HelpServer Test Log: The remote server returned an error: (404) Not Found. at System.Net.HttpWebRequest.GetResponse(

Dynamics 365

Increase rollup fields maximum

Recently we started transition from Dynamics CRM 2011 to 2015. As part of transition we started using rollup fields. There are some limitations for that feature: You can define a maximum of 100 rollup fields for the organization and up to 10 rollup fields per entity. Which we faced on

PowerShell

PowerShell for Dynamics CRM Organization Data

Microsoft guys released PowerShell cmdlets Microsoft.Xrm.Data.Powershell. About half a year since I've started my Handy.Crm.Powershell.Cmdlets project to deal with day to day work and automate routine DevOps tasks. Haven't checked their work though. Rhetorical question rises up if I should

Dynamics 365

How to restore Dynamics CRM entity from audit log

Eventually almost everyone face the situation when you removed something that shouldn't be removed. There is no built-in recycle bin inside Dynamics CRM. Restoring database to specific state isn't right thing to do for sure, because of several reasons: * It is resource intensive. * You may not

Dynamics 365

Adding CRM 2011\2013 node errors

Issue You have already configured CRM deployment with IFD (claims-based authentication) configured and some of the rollups are installed. Eventually you want to add another node into existing deployment. You may get stuck with weird error messages: * The product key is not compatible with installed version of Microsoft Dynamics CRM.

Dynamics 365

How to configure CRM Email Server Profile for unsecure connection

In Dynamics CRM 2013 Microsoft has added feature Server-Side Synchronization. You can now enable and configure synchronization of email, appointments, contacts, and tasks directly from the WEB UI. The thing is that you can't configure insecure connection for email server profile by default. But you can achieve it

Dynamics 365

Separate event log for Email Router

By default Dynamics CRM Email Router writes its errors, warnings and other messages into default Application event log. When you have dozens of different profiles for different queues and users and lots of emails sent per minute, it becomes hard to keep Application event log clean. You can't

Dynamics 365

PrincipalObjectAccess table. Clean it up fast

In Dynamics CRM on-premise deployment PrinicipalObjectAccess (POA) table contains implicit and explicit entity sharing. Explicit sharing can be created and checked directly with UI via Share button. Implicit sharing is created during different processes by CRM itself: account merging, emails with users in CC, workflows, etc. During active CRM usage