Nishant Rana's Weblog


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Notes on Adobe Campaign Classic V6 – Planning and Segmentation yesterday

I am going through the Getting Started with Adobe Campaign V6 Pluralsight course by Otto Warner (which I would highly recommend) to understand the basics of Adobe Campaign. The course covers V6 of the

https://nishantrana.me/2020/07/13/notes-on-adobe-campaign-classic-v6-planning-and-segmentation/

Installation Failed – UI flows setup (Setup.Microsoft.PowerAutomate.UIFlow.exe) about 5 days ago

While trying to run the UI flows setup we got the below error It was because we were trying to install it on Windows 10 Home https://docs.microsoft.com/en-us/power-automate/ui-flows/setup#limitations

https://nishantrana.me/2020/07/08/installation-failed-ui-flows-setup-setup-microsoft-powerautomate-uiflow-exe/


Append and Merge to combine data from multiple data source in Power Platform dataflows about 6 days ago

Let us continue with our previous post where we loaded the data from on-prem SQL DB to CDS using dataflows. https://nishantrana.me/2020/07/07/load-data-from-sql-on-premise-to-cds-common-data-service-u

https://nishantrana.me/2020/07/08/append-and-merge-to-combine-data-from-multiple-data-source-in-power-platform-dataflows/

Load data from SQL On-Premise to CDS (Common Data Service) using Power Platform dataflows about 7 days ago

Let us continue our previous post where we created a connection to the below On-Premise SQL Server Database using an On-premises data gateway. https://nishantrana.me/2020/07/06/configuring-on-premises

https://nishantrana.me/2020/07/07/load-data-from-sql-on-premise-to-cds-common-data-service-using-power-platform-dataflows-in-power-apps/

Configuring On-Premises data gateway to connect to SQL Server on-premise data source – Power Platform about 8 days ago

Let us take a simple example to understand the steps to be performed for configuring an On-premises data gateway. We have below database in our on-premise SQL Server which we connect to using On-Premi

https://nishantrana.me/2020/07/06/configuring-on-premises-data-gateway-to-connect-tosql-server-on-premise-data-source-power-platform/

MVPs around the World (2020) about 10 days ago

Originally posted on EighTwOne (821):
With great honor and joy I can announce that I have been awarded the Microsoft Mos

https://nishantrana.me/2020/07/04/mvps-around-the-world-2020/

Solved – AADSTS50058: A silent sign-in request was sent but none of the currently signed in user(s) match the requested login hint PowerApps about 10 days ago

We might get below error while trying to login to Power Apps AADSTS50058: A silent sign-in request was sent but none of the currently signed-in user(s) match the requested login hint. Trace ID: b4c0c1

https://nishantrana.me/2020/07/04/solved-aadsts50058-a-silent-sign-in-request-was-sent-but-none-of-the-currently-signed-in-users-match-the-requested-login-hint-powerapps/

Use Azure AD Conditional Access to block access by country (Dynamics 365) about 19 days ago

In the previous post, we covered conditional access based on the device platform, here we’d look into how we can use the network location to block the access. We can either use IP ranges or Coun

https://nishantrana.me/2020/06/25/use-azure-ad-conditional-access-to-block-access-by-country-dynamics-365/

Use Azure AD Conditional Access to block user access by device platform (Dynamics 365) about 20 days ago

Recently we were exploring Azure AD Conditional Access, through which we can define and enforce the organization’s policies regarding access to its resources. Get more details here https://docs.

https://nishantrana.me/2020/06/24/use-azure-ad-conditional-access-to-block-user-access-by-device-platform-dynamics-365/

Setup Entity records routing – Omnichannel for Customer Service about 22 days ago

In the previous posts, we learn about provisioning, setting up a live chat, and WhatsApp channel. In this post, we’d see how to set up an Entity records channel. Through the Entity records chann

https://nishantrana.me/2020/06/22/setup-entity-records-routing-omnichannel-for-customer-service/

Setup WhatsApp Channel (Preview) in Omnichannel for Customer Service about 25 days ago

In the previous post, we provisioned the Omnichannel for Customer Service and had configured the Chat channel. In this post, we’d see how to set up the WhatsApp channel (preview) Within the Omni

https://nishantrana.me/2020/06/19/setup-whatsapp-channel-preview-in-omnichannel-for-customer-service/

Setup Chat channel– Omnichannel for Customer Service about 26 days ago

In the previous post we saw how to provision the Omnichannel for Customer Service, below are some of the basic steps we will follow to set up Chat channel Assign Omnichannel security roles to users. C

https://nishantrana.me/2020/06/18/setup-chat-channel-omnichannel-for-customer-service/


Admin Center URL(s) in Microsoft Dynamics 365 ( Power Platform) about 29 days ago

Listing down Administration Center URL(s) for quick reference à Admin Center URL Microsoft 365 Admin Center https://admin.microsoft.com/ Power Platform Admin Center https://admin.powerplatform.microso

https://nishantrana.me/2020/06/15/admin-center-urls-in-microsoft-dynamics-365-power-platform/

Overcoming unprecedented business challenges with Microsoft Dynamics 365 about 1 months ago

In such unpredictable and challenging times, organizations must make sure they’re getting maximum value and efficiency from their Microsoft Dynamics 365 investment. Through this blog and social

https://nishantrana.me/2020/06/12/overcoming-unprecedented-business-challenges-with-microsoft-dynamics-365/

Provision – Omnichannel for Dynamics 365 Customer Service about 1 months ago

For one of our projects we are exploring capabilities of Omnichannel. Below are the steps for provisioning the Omnichannel for Dynamics 365 Customer Service for quick reference. First, we need to make

https://nishantrana.me/2020/06/11/provision-omnichannel-for-dynamics-365-customer-service/


Multi-Currency in Dynamics 365 about 1 months ago

Multi-currency was introduced in the product with version 4.0 Thought of just revisiting it as we were recently having certain requirements around it. Below are few points for quick reference  (Nothin

https://nishantrana.me/2020/06/09/multi-currency-in-dynamics-365/

Few points to consider -Status Reason transitions in Dynamics 365 about 1 months ago

We can specify Status Reason Transitions for Case as well as custom entities. Using the status reason dialog box, we can define (filter) which values are available to be set as next status reason. Let

https://nishantrana.me/2020/06/08/few-points-to-consider-status-reason-transitions-in-dynamics-365/

Sample Decision Matrix Template for Single vs Multi Instance – Dynamics 365 about 1 months ago

Deciding on a single instance or multi instance is a difficult process, specially for an Enterprise Customer, as each has its own share of pros and cons. Sharing a sample decision matrix that could he

https://nishantrana.me/2020/06/05/sample-decision-matrix-template-for-single-vs-multi-instance-dynamics-365/

Differences between Subject and Category Entity in Dynamics 365 about 1 months ago

Subject entity \ feature has always been an integral part of Dynamics CRM at least since 3.0. It gives a nice hierarchical way of organising and maintaining information. To create or update Subject, n

https://nishantrana.me/2020/06/04/differences-between-subject-and-category-entity-in-dynamics-365/

Check Dynamics 365 App and Power Platform features availability at different geography about 1 months ago

Recently we had to find out what all Dynamics 365 Apps and Power Platform features are available in our UAE region. To get these details navigate to https://dynamics.microsoft.com/en-cy/geographic-ava

https://nishantrana.me/2020/06/03/check-dynamics-365-app-and-power-platform-features-availability-at-different-geography/


Using Data Anonymizer component (SSIS) to mask data in Dynamics 365 about 1 months ago

At times to ensure compliance, we need to mask the data, especially in our sandbox environments, while still maintaining the structure of the data. Here we can make use of the Data Anonymizer componen

https://nishantrana.me/2020/05/29/using-data-anonymizer-component-ssis-to-mask-data-in-dynamics-365/

Different ways of getting record count (total) in Dynamics 365 about 1 months ago

Let us take a scenario, where a data migration package is running, and it either creates or updates (or deletes) a large number of records into Dynamics 365, and we want to get the count of records cr

https://nishantrana.me/2020/05/27/different-ways-of-getting-record-count-total-in-dynamics-365/


Using Data Spawner component (SSIS) to generate sample data in Dynamics 365 about 1 months ago

At times we need to generate sample data for our entities in Dynamics 365 for various reasons, performance testing is one of them. Data Spawner component which is part of KingswaySoft’s SSIS Pro

https://nishantrana.me/2020/05/26/using-data-spawner-component-ssis-to-generate-sample-data-in-dynamics-365/

Get User’s last logon time in Dynamics 365 about 1 months ago

We can get the different metrics about the usage of the platform like active user usage, the operation performed, the entity used, plugins and API statics, etc. through Command Data Service Analytics

https://nishantrana.me/2020/05/22/get-users-last-logon-time-in-dynamics-365/

Setting up – Using SQL to query data in Dynamics 365 (Preview) about 1 months ago

Recently we were trying out the preview feature of using SQL to query CDS data. Below are the steps à To get started, Download or open SQL Server Management Studio (18.4 or later) Use Azure Active Dir

https://nishantrana.me/2020/05/21/setting-up-using-sql-to-query-data-in-dynamics-365-preview/



Data Migration in Dynamics 365 – Key considerations about 1 months ago

I was recently watching the FastTrack TechTalks on Data Migration. https://community.dynamics.com/365/b/techtalks/posts/data-migration-january-16-2018 Below are some of the key points from the session

https://nishantrana.me/2020/05/19/data-migration-in-dynamics-365-key-considerations/


Dynamics CRM On-Premise to Online Migration Program – Microsoft FastTrack about 2 months ago

Customers planning to migrate to the cloud should check out the below session, as part of FastTrack TechTalks, on Dynamics CRM On-Premise migration to Online. https://community.dynamics.com/365/b/tech

https://nishantrana.me/2020/05/15/dynamics-crm-on-premise-to-online-migration-program-microsoft-fasttrack/

Notes on Dynamics 365 for Phones and Tablets app – Part 12 (Mobile Offline Capabilities and Limitations) about 2 months ago

Check the other articles of this series. In this post, we’d cover some of the limitations and capabilities of Dynamics 365 Mobile App (in offline mode) Add Existing (n-n relationship) is not sup

https://nishantrana.me/2020/05/14/notes-on-dynamics-365-for-phones-and-tablets-app-part-11-mobile-offline-capabilities-and-limitations/

“Enable for mobile” is now “Enable for Unified client” about 2 months ago

Just sharing my quick observation – “Enable for mobile”  option for an Entity is renamed to “Enable for Unified Client”

https://nishantrana.me/2020/05/13/enable-for-mobile-is-now-enable-for-unified-client/

Notes on Dynamics 365 for Phones and Tablets app – Part 11 (Mobile Settings) about 2 months ago

Check the other articles of this series In this post, we’d look at the different settings specific to the mobile app and their effect. In the mobile app, navigate to Settings – Mobile Settings i

https://nishantrana.me/2020/05/13/notes-on-dynamics-365-for-phones-and-tablets-app-part-11-mobile-settings/

Dynamics 365 for Phones and Tablets App posts about 2 months ago

Notes on Dynamics 365 for Phones and Tablets app Part 1 – Getting started with mobile app Part 2 – Working with attachments in mobile Part 3 – Supported iPad devices Part 4 – Entity configuration for

https://nishantrana.me/2020/05/12/dynamics-365-for-phones-and-tablets-blog-posts/

Notes on Dynamics 365 for Phones and Tablets app – Part 10 (Data Download Filter in Mobile Offline) about 2 months ago

Check the other articles of this series In the previous posts, we saw how to configure Mobile Offline Profile and how it works for the end-users in the device. The number of records that can be downlo

https://nishantrana.me/2020/05/12/notes-on-dynamics-365-for-phones-and-tablets-app-part-10-data-download-filter-in-mobile-offline/

Using Xrm.Device pickFile to attach file to notes in Dynamics 365 for Phones and Tablet app about 2 months ago

Check the other articles of this series In the previous post we covered the captureImagemethod of Xrm.Device for taking picture and attaching it to notes. In this post, we’d look into the pickFi

https://nishantrana.me/2020/05/11/using-xrm-device-pickfile-to-attach-file-to-notes-in-dynamics-365-for-phones-and-tablet-app/

Using Xrm.Device captureImage to take picture using camera and attach it to notes in Dynamics 365 for Phones and Tablet App about 2 months ago

Check the other articles of this series captureImage method of Xrm.Device allows us to take the picture through the camera and work with that captured image in the code (in this post, we are saving th

https://nishantrana.me/2020/05/10/using-xrm-device-captureimage-to-take-picture-using-camera-and-attach-it-to-notes-in-dynamics-365-for-phones-and-tablet-app/

Your solution is too large. Reduce the number of entities to 5 or less message while publishing through Ribbon Workbench about 2 months ago

To begin with, Ribbon Workbench is easily one of the best tools out there for CRM professionals for almost a decade now. In CRM 4.0, to add a custom button on the form, we simply had to add a tag in I

https://nishantrana.me/2020/05/09/your-solution-is-too-large-reduce-the-number-of-entities-to-5-or-less-message-while-publishing-through-ribbon-workbench/


Notes on Dynamics 365 for Phones and Tablets app – Part 9 (Mobile Offline) about 2 months ago

Check the other articles of this series Continuing our previous post, where we configured the entity for the offline, mobile offline profile, and also enabled the offline option for the app, in this p

https://nishantrana.me/2020/05/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-8-mobile-offline/

Nested Editable Grids in D365 CE v9 UCI about 2 months ago

Originally posted on D365 Demystified:
Nested Grids – as the name suggests is a grid-within-a-g

https://nishantrana.me/2020/05/04/nested-editable-grids-in-d365-ce-v9-uci/

Fixed – “You don’t have any apps in this view” error in Dynamics 365 for Phones and Tablets about 2 months ago

Check the other articles of this series For one of the users, who had all the appropriate privileges and security roles to access the Sales Hub app, we were getting the below error. In iPad à In Dynam

https://nishantrana.me/2020/05/04/fixed-you-dont-have-any-apps-in-this-view-error-in-dynamics-365-for-phones-and-tablets/

Notes on Dynamics 365 for Phones and Tablets app – Part 8 (Mobile Offline) about 2 months ago

Check the other articles of this series Continuing our previous post, here we’d cover the configuration steps and details around offline support for Dynamics 365 for Phones app. To begin with, T

https://nishantrana.me/2020/05/04/notes-on-dynamics-365-for-phones-and-tablets-app-part-7-mobile-offline/

Accessing fields on QuickView Form (Control) through JavaScript in Dynamics 365 about 2 months ago

Suppose we have below Account’s Quick View Control on contact entity. Now to access the email address attribute we can use the below Jscript on the Contact’s form onload event. The result

https://nishantrana.me/2020/05/03/accessing-fields-on-quickview-form-control-through-javascript-in-dynamics-365/

Book summary: PowerApps Portals Authentication about 2 months ago

I recently read the kindle version of the book PowerApps Portal Authentication by Debajit Dutta and Chandana Kommuri. The book covers in detail the different authentication methods available for the P

https://nishantrana.me/2020/05/02/book-summary-powerapps-portals-authentication/


Dynamics 365 keeps opening the sign in page in the new tab about 2 months ago

We all have faced this issue where Dynamics 365 keeps opening the login page in the new tab. If we check the URL it is basically redirecting to Below URL à To disable this behaviour for all the users,

https://nishantrana.me/2020/04/30/dynamics-365-keeps-opening-the-sign-in-page-in-the-new-tab/

Solved – window onload undefined error in Dynamics 365 about 2 months ago

Recently we got the below issue raised by the user on form load of one of the entities. Most of the times this issue will arise because of the control / attribute being referenced in the JavaScript, b

https://nishantrana.me/2020/04/30/solved-window-onload-undefined-error-in-dynamics-365/

Notes on Dynamics 365 for Phones and Tablets app – Part 7 (Custom Controls) about 2 months ago

Check the other articles of this series Continuing the previous post on the Dynamics 365 mobile app, here we will cover the custom controls. Custom controls were added to the product in version 9.0 an

https://nishantrana.me/2020/04/28/notes-on-dynamics-365-for-phones-and-tablets-app-part-6-custom-controls/

Error – You have exceeded the maximum number of 2000 characters in this field while using Pen Control in Dynamics 365 about 2 months ago

We might get the below error while using the pen control. Just make sure that we have set the field to the minimum length recommended by Microsoft i.e. 15000. The maximum value that can be set for the

https://nishantrana.me/2020/04/26/error-you-have-exceeded-the-maximum-number-of-2000-characters-in-this-field-while-using-pen-control-in-dynamics-365/

Dynamics 365 Application publishing on App Source about 2 months ago

Originally posted on amnakhan06:
App source is a platform where all the power platfor

https://nishantrana.me/2020/04/21/dynamics-365-application-publishing-on-app-source/

Notes on Dynamics 365 for Phones and Tablets app – Part 6 (Form customization) about 2 months ago

Check the other articles of this series Continuing the previous post, in this post, we’d see how we can configure the forms for mobile apps. Here, for example, we have taken the Contact entity,

https://nishantrana.me/2020/04/20/notes-on-dynamics-365-for-phones-and-tablets-app-part-6-form-customization/


Identify deleted entity and attributes in Audit Summary View – Dynamics 365 about 2 months ago

We recently had an issue where all the data for certain entities got deleted, which is only possible if that entity has been deleted, which could have been triggered by the deletion of the managed sol

https://nishantrana.me/2020/04/16/identify-deleted-entity-and-attributes-in-audit-summary-view-dynamics-365/

Timeline control enhancements in Dynamics 365 Customer Service – 2019 Release wave 2 (Unified Interface) about 3 months ago

The new timer control shows more customer interactions/records compared to the old version of the control, thus enabling to seem much more information without the need for scrolling. The user can hove

https://nishantrana.me/2020/04/15/timeline-control-enhancements-in-dynamics-365-customer-service-2019-release-wave-2-unified-interface/

DataFlow – Behind the Scenes about 3 months ago

Originally posted on CRM Keeper:
I have been posting a lot from the Data Flow in Power Platform, because I needed to use

https://nishantrana.me/2020/04/14/dataflow-behind-the-scenes/

Notes on Dynamics 365 for Phones and Tablets app – Part 5 (Dashboards) about 3 months ago

Check the other articles of this series Continuing the previous post, In this post let us try configuring the Dashboard for mobile. We have created a custom dashboard having the test entity and have k

https://nishantrana.me/2020/04/13/notes-on-dynamics-365-for-phones-and-tablets-app-part-5-dashboards/

Notes on Dynamics 365 for Phones and Tablets app – Part 4 (Entity Configuration) about 3 months ago

Check the other articles of this series Continuing the previous post, Now let us see how do we enable a specific entity for mobile. To begin with, let us first create a custom entity named Test. For n

https://nishantrana.me/2020/04/10/notes-on-dynamics-365-for-phones-and-tablets-app-part-4-entity-configuration/


Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices) about 3 months ago

Check the other articles of this series Continuing our previous post on attachments, here we will cover the list of iPad devices supported. Here first have the look at the list of supported versions a

https://nishantrana.me/2020/04/08/notes-on-dynamics-365-for-phones-and-tablets-app-part-3-supported-ipad-devices/

Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments) about 3 months ago

Check the other articles of this series Continuing the previous post https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/ here we will look at the attachments. As

https://nishantrana.me/2020/04/07/notes-on-dynamics-365-for-phones-and-tablets-app-part-2-attachments/

Notes on Dynamics 365 for Phones and Tablets app – Part 1 about 3 months ago

Check the other articles of this series For one of our requirements we have started exploring Dynamics 365 for Phones and Tablets, so just noting down a few of the key points identified during the exp

https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/

You don’t have any apps in this view or We can’t find any app for your role error in Dynamics 365 for Phones and Tablets app about 3 months ago

For one of our users, we were getting below error when he was trying to access Dynamics 365 through phone and tablet app. To resolve it make sure that all the required privileges are assigned to the u

https://nishantrana.me/2020/04/05/you-dont-have-any-apps-in-this-view-or-we-cant-find-any-app-for-your-role-error-in-dynamics-365-for-phones-and-tablets-app/

Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app about 3 months ago

Check the other articles of this series Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone /

https://nishantrana.me/2020/04/02/upload-files-using-sharepoint-integration-for-dynamics-365-for-phones-and-tablets/

Calling SetWordTemplate from custom ribbon button in Dynamics 365 about 3 months ago

Check the other articles of this series Let us continue our previous post and this time instead of calling SetWordTemplate action / request from a workflow, we will call it using a custom ribbon butto

https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/

MS CRM Version & Names about 3 months ago

Originally posted on Soma crm:
Microsoft Giving a code name to every version  , CRM 4.0  –  Titan CRM 2011 On p

https://nishantrana.me/2020/04/01/ms-crm-version-names/


Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365 about 3 months ago

Continuing our previous post, https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/ wherein we used word template to

https://nishantrana.me/2020/03/31/using-setwordtemplate-action-to-automate-document-generation-and-attaching-it-to-note-in-dynamics-365/

Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365 about 3 months ago

Recently in one of our projects, we had proposed Dynamics 365 for Phone / Tablet as the device for our sales user. The user will be capturing the image of the customer’s document and will be att

https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/

Attachments to Notes in Dynamics 365 for phone and tablet app about 3 months ago

Check the other articles of this series In one of our recent projects we were analysing the Dynamics 365 for phone and tablet app, for one of the requirements where the user will be uploading the docu

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/


How to – add an existing project to GitHub through command line about 3 months ago

Sharing for quick reference ! Create a new repository in GitHub and copy its URL. https://github.com/new Go to the project folder and run git init command to initialize the local directory as Git repo

https://nishantrana.me/2020/03/23/how-to-add-an-existing-project-to-github-through-command-line/

PCF Control for Email Validation using Email Validator API about 3 months ago

The control uses the Email Validator API that checks for fake DNS and regex functions to check email for length and accepted characters. To use the API, Login to RapidAPI and get the API Key. Use this

https://nishantrana.me/2020/03/23/pcf-control-for-email-validation-using-email-validator-api/

Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1 about 3 months ago

Below are some of the enhancements added to the filtering experience for the views in 2020 Release Wave 1. Previously to sort the records we had to click on either the sort icon or the header to sort

https://nishantrana.me/2020/03/19/filtering-enhancements-to-views-in-dynamics-365-2020-release-wave-1/


SLA Enhancements in Dynamics 365 Customer Service – 2020 Release Wave 1 about 4 months ago

2020 Release Wave 1 adds the new enhanced experience which includes easy to use interface and Power Automate in the Unified Client Interface for the SLA Administration. To define SLA, the admin can na

https://nishantrana.me/2020/02/28/sla-enhancements-in-dynamics-365-customer-service-2020-release-wave-1/

Routing Rule, Site, Queue Item enhancements added in Unified Client in Dynamics 365 Customer Service – 2020 Release Wave 1 about 4 months ago

With 2020 Release Wave 1 we have few features that were existing in the either in Legacy Web Client or in other entities added in Unified Client Interface which includes Case Routing Rules This option

https://nishantrana.me/2020/02/27/routing-rule-site-queue-item-enhancements-added-in-unified-client-in-dynamics-365-customer-service-2020-release-wave-1/

Automatic Record Creation and Update rules enhancements in Dynamics 365 Customer Service – 2020 Release wave 1 about 4 months ago

2020 Release Wave 1 adds the new enhanced experience which includes easy to use interface and Power Automate in the Unified Client Interface for automatic record creation and update rules. The option

https://nishantrana.me/2020/02/26/automatic-record-creation-and-update-rules-enhancements-in-dynamics-365-customer-service-2020-release-wave-1/

Rich notes and filter enhancements in Dynamics 365 Timeline Control– 2020 Release Wave 1 about 4 months ago

Below are some of the enhancements added to timeline controls as part of the 2020 Release Wave 1. Ability to create rich text notes Filter the records using Search Check the status of the activities w

https://nishantrana.me/2020/02/25/rich-notes-and-filter-enhancements-in-dynamics-365-timeline-control-2020-release-wave-1/

Enhanced email experience for agents in Dynamics 365 Customer Service – 2020 Release Wave 1 about 4 months ago

To enable the new email capabilities in Dynamics 365 Customer Service, Navigate to Settings àAdministration à System Settings à Email Tab and check the Enhanced email for Timeline option We can also e

https://nishantrana.me/2020/02/24/enhanced-email-experience-for-agents-in-dynamics-365-customer-service-2020-release-wave-1/


Customize Case Resolution Dialog Box – 2020 Release Wave 1 about 4 months ago

With the 2020 release wave 1, we can now customize the case resolution dialog box In fact, we can select between the standard dialog, customized dialog box or quick create dialog experience for the us

https://nishantrana.me/2020/02/21/customize-case-resolution-dialog-box-2020-release-wave-1/

Enhancements in Knowledge capabilities in Dynamics 365 Customer Service – 2020 Release Wave 1 about 4 months ago

With 2020 Release Wave 1 we have few enhancements added to the knowledge management aspect. We can see Link, Opening the record in new window, Send Email options being to the title of the results. Lin

https://nishantrana.me/2020/02/19/enhancements-in-knowledge-capabilities-in-dynamics-365-customer-service-2020-release-wave-1/

Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan about 4 months ago

Similar to the Opportunity entity, we can add a Kanban view to Activities. https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/ Open the Activi

https://nishantrana.me/2020/02/17/kanban-view-for-activities-in-dynamics-365-sales-2020-release-wave-1-plan/

.NET Core CDS SDK Alpha Availability about 5 months ago

Originally posted on Colin Vermander:
At long last a version of the CDS SDK is available with .NET Core 3.

https://nishantrana.me/2020/02/14/net-core-cds-sdk-alpha-availability/

Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan about 5 months ago

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity. To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publ

https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/

Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan about 5 months ago

The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice. As an Admin, we can configure it here. Ena

https://nishantrana.me/2020/02/13/save-and-email-pdf-options-added-to-dynamics-365-sales-2020-release-wave-1-plan/

Sales Team Member app module in 2020 Release Wave 1 Plan about 5 months ago

A new Sales Team Member App has been made available in the 2020 Release Wave 1 plan that is specifically designed for users having Team Member License. Below are the roles assigned to the app. Below a

https://nishantrana.me/2020/02/13/sales-team-member-app-module-in-2020-release-wave-1-plan/

Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1 about 5 months ago

With 2020 Release wave 1 we have a new General Settings section add to App Settings for Dynamics 365 for Sales for easy configuration of the app from a centralised location. In 2019 Release wave 2 à T

https://nishantrana.me/2020/02/12/configure-sales-hub-from-centralized-location-general-settings-section-added-for-dynamics-365-for-sales-2020-release-wave-1/

Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1 about 5 months ago

With 2020 Release wave 1 we have new features added to email templates selection, which makes it more intuitive and easier for the users to pick the correct template. In 2019 Release wave 2 à Clicking

https://nishantrana.me/2020/02/11/email-template-enhancements-in-dynamics-365-for-sales-2020-release-wave-1/

Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1 about 5 months ago

With 2020 Release wave 1 we have new features added to the experience of adding opportunity product (product line items) to an opportunity, which makes it easy to search, explore and add multiple prod

https://nishantrana.me/2020/02/10/opportunity-products-enhancement-in-dynamics-365-for-sales-2020-release-wave-1/

Microsoft.Crm.CrmException: Property ‘x’ isn’t declared on the control manifest in Microsoft Dynamics 365 about 5 months ago

We got this error while trying to save the form which uses the PCF Control. This was because the name of the property was changed And the updated solution was imported, while the control on the form w

https://nishantrana.me/2020/01/28/microsoft-crm-crmexception-property-x-isnt-declared-on-the-control-manifest-in-microsoft-dynamics-365/

PCF Control to show Twitter Likes Timeline about 5 months ago

In the same line as Profile Timeline PCF Control, we can use the same concept to create a control that shows likes timeline that displays the recently like tweets of a specific public Twitter Account.

https://nishantrana.me/2020/01/28/pcf-control-to-show-twitter-likes-timeline/

PCF Control to show the Twitter profile timelines about 5 months ago

Created a simple PCF Control to show the twitter timelines for the profile. It basically uses embedded tweets. Get the control here https://github.com/nishantranacrm/TwitterPCFControl Simply enter the

https://nishantrana.me/2020/01/27/pcf-control-to-show-the-twitter-profile-timelines/

Best resources to start with Power Apps Code Component (PCF) about 5 months ago

There are so many outstanding blogs, videos out there for learning PCF, below my favourite resources for someone who is just starting with development of Power Apps custom code components https://deba

https://nishantrana.me/2020/01/20/best-resources-to-start-with-power-apps-code-component-pcf/

Very simple PCF Control to show Gravatar about 5 months ago

The Gravatar or globally recognised avatar is basically an image associated to our email id, which appears besides our comments, blogs posts, sites etc. https://en.gravatar.com/site/implement/ To requ

https://nishantrana.me/2020/01/20/very-simple-pcf-control-to-show-gravatar/


Advanced condition builder in Power Automate (Microsoft Flow) about 6 months ago

Was just exploring the advanced condition builder added to the Power Automate (Flow) beginning of the last year. The new conditional builder makes it very easy to write complex conditional logic compa

https://nishantrana.me/2020/01/06/advanced-condition-builder-in-power-automate-microsoft-flow/

Publishing the bot– Power Virtual agent about 6 months ago

In the last post, we saw how to create a simple bot, now let us see how we can publish it. Navigate to the Publish tab in the side navigation pane and click on Publish. After a successful publish clic

https://nishantrana.me/2020/01/03/publishing-the-bot-power-virtual-agent/

Using Power Virtual Agent and Power Automate (Flow) to create a simple bot for Cases in Dynamics 365 for Customer Service about 6 months ago

Here we will take a very simple example to see how Power Virtual Agent be used along with Power Automate to interact with Dynamics 365 model-driven App Basically, the user enters the case number (tick

https://nishantrana.me/2020/01/02/using-power-virtual-agent-and-power-automate-flow-to-create-a-simple-bot-for-cases-in-dynamics-365-for-customer-service/

Dynamics 365 2019 release wave 2 blog posts about 6 months ago

Customize Opportunity Close Dialog box https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/ Lead related enhancements https://nishantrana.me/2019/11/22/lead

https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/


Reference Panel section for Forms in Dynamics 365 about 6 months ago

With the reference panel section, users can move across the different grid and quick view control that are part of it at a single place instead of scrolling. Reference Panel is a new type of section t

https://nishantrana.me/2019/12/29/reference-panel-section-for-forms-in-dynamics-365/

Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales about 6 months ago

Below are some of the features added in the Opportunity/Quote/Order/Invoice products for the users to improve their experience. If we try adding a new product line item without specifying the price li

https://nishantrana.me/2019/12/28/opportunity-quote-order-invoice-product-related-enhancements-in-dynamics-365-for-sales/


Knowledge management enhancements in Dynamics 365 For Customer Service – 2019 Release Wave 2 about 6 months ago

This release adds a new feature called Knowledge Article Template, using which users can quickly create an article by referring the Article Template, which helps in maintaining consistency and can als

https://nishantrana.me/2019/12/27/knowledge-management-enhancements-in-dynamics-365-for-customer-service-2019-release-wave-2/


PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise) about 6 months ago

Recently for one our projects, where had Dynamics CRM On-Premise already installed by the IT team quite sometime back, when we tried create a new organization through Deployment Manager, we got the be

https://nishantrana.me/2019/12/26/packagedeployerwrapper-import-operation-time-out-exception-while-trying-to-create-a-new-organization-in-dynamics-365-customer-engagement-on-premise/


Timeline and Grid control enhancement in Dynamics 365 Customer Service – 2019 Release wave 2 (Unified Interface) about 6 months ago

Below are few enhancements made to timeline and grid control as part of 2019 Release wave 2. The new timer control shows more customer interactions/records/activities compared to the older version of

https://nishantrana.me/2019/12/24/timeline-and-grid-control-enhancement-in-dynamics-365-customer-service-2019-release-wave-2-unified-interface/

Scan business cards in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Interface) about 6 months ago

The scan business card feature added as part of release wave 2, allows salespeople to quickly scan business cards using the Quick Create Form. The scanner reads the information from the card and popul

https://nishantrana.me/2019/12/23/scan-business-cards-in-dynamics-365-for-sales-2019-release-wave-2-unified-interface/


Migration of multi-select option sets in Dynamics 365 – SSIS (KingswaySoft) about 7 months ago

Let us take a very simple example to understand how to migrate the multi-select option set in Dynamics 365. Few points to consider before we use Multi-select option set https://nishantrana.me/2018/04/

https://nishantrana.me/2019/11/27/migration-of-multi-select-option-sets-in-dynamics-365-ssis-kingswaysoft/

High Density Headers in Dynamics 365 – 2019 Release Wave 2 (Unified Interface) about 7 months ago

New high-density headers have been introduced for Dynamics 365 Entity Forms as part of 2019 Release Wave 2 for Unified Interface. Let us try to understand various settings available for it Log in to h

https://nishantrana.me/2019/11/26/high-density-headers-in-dynamics-365-2019-release-wave-2-unified-interface/

Save and New Button in Quick Create Form – 2019 Release Wave 2 (Unified Interface) about 7 months ago

With 2019 Release wave 2, now we have Save and New button available in Unified Interface. However, for now, it is limited to the Quick Create Form. For our main form, for both legacy web client and un

https://nishantrana.me/2019/11/25/save-and-new-button-in-quick-create-form-2019-release-wave-2-unified-interface/

Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client) about 7 months ago

The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the data without navigating away from

https://nishantrana.me/2019/11/23/contextual-email-communication-in-dynamics-365-for-sales-2019-release-wave-2-unified-client/

Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2 about 7 months ago

Below are some of the capabilities added in Dynamics 365 for Sales with lead management. It applies to both Unified Client Interface and Classic Web Client  When creating a new lead, for Qualify sales

https://nishantrana.me/2019/11/22/lead-enhancements-in-dynamics-365-for-sales-2019-release-wave-2/

Customize Opportunity Close Dialog Box – Dynamics 365 For Sales about 7 months ago

With the 2019 release wave 2 plan, finally, we can customize the opportunity close dialog box (Unified Interface only) Enable it from the Sales tab of System Settings dialog box. The default out of th

https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/

No capacity available please check with your administrator error while using business card scanner control in Dynamics 365 Sales about 7 months ago

We might get below error while trying to use scan business card feature in Dynamics 365 Sales This is because as pre requisite it requires AI Builder licensing. https://docs.microsoft.com/en-us/ai-bui

https://nishantrana.me/2019/11/19/no-capacity-available-please-check-with-your-administrator-error-while-using-business-card-scanner-control-in-dynamics-365-sales/

Export Dynamics 365 Data to Excel – different options about 8 months ago

There are different options available for exporting Dynamics 365 Entity records to excel. The simplest being Export to Excel feature available in the product. However, we might run into limitations li

https://nishantrana.me/2019/11/15/export-dynamics-365-data-to-excel-different-options/

Synchronize (Bi-Directional) Dynamics 365 CRM Cloud data with SQL Azure using Skyvia’s Synchronization Package about 8 months ago

Continuing our previous post where we used the replication package https://nishantrana.me/2019/11/13/easily-set-up-dynamics-365-ce-crm-replication-incremental-to-azure-sql-sql-on-premise-using-skyvias

https://nishantrana.me/2019/11/15/synchronize-bi-directional-dynamics-365-crm-cloud-data-with-sql-azure-using-skyvias-synchronization-package/

Easily set up Dynamics 365 CE \ CRM replication (incremental) to Azure SQL / SQL On-Premise using Skyvia’s Data Integration services about 8 months ago

In the earlier post, we saw how we can use Skyvia’s query feature to execute SQL command against our Dynamics 365 CE https://nishantrana.me/2019/10/25/execute-sql-select-insert-update-and-delete

https://nishantrana.me/2019/11/13/easily-set-up-dynamics-365-ce-crm-replication-incremental-to-azure-sql-sql-on-premise-using-skyvias-data-integration-services/

Perform actions on the host model-driven form from embedded canvas app using ModelDrivenFormIntegration control in Dynamics 365 about 8 months ago

Let us continue our previous example of embedding the canvas app within the model-driven app and extend it to perform actions on the host form using ModelDrivenFormIntegration control. This ModelDrive

https://nishantrana.me/2019/11/05/perform-actions-on-the-host-model-driven-form-from-embedded-canvas-app-using-modeldrivenformintegration-control-in-dynamics-365/

KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 vs using Data Import Wizard about 8 months ago

KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 vs using Data Import Wizard I was recently asked that what are the benefits of using KingswaySoft tools for Data Migration need vs our

https://nishantrana.me/2019/11/05/kingswaysoft-ssis-integration-toolkit-for-microsoft-dynamics-365-vs-using-data-import-wizard/

Embedding a canvas app on a model-driven app in Dynamics 365 about 8 months ago

Let us start with some of the key points about the embedded canvas app The embedded canvas app is now generally available. During preview. The embedded canvas app supported sub grid control in preview

https://nishantrana.me/2019/11/05/embedding-a-canvas-app-on-a-model-driven-app-in-dynamics-365/

Step by Step – Calling Flow from PowerApps (Dynamics 365 CE/CRM) about 8 months ago

Let us take a simple example of creating lead to understand how we can call Flow from PowerApps. Log in to PowerApps Studio and create the form as below. TextInput for entering the Last Name, First Na

https://nishantrana.me/2019/11/04/step-by-step-calling-flow-from-powerapps-dynamics-365-ce-crm/

Execute SQL Select, Insert, Update and Delete command on Dynamics 365 Customer Engagement Data using Skyvia Query about 8 months ago

Recently came across the wonderful product called Skyvia Query It is one of the most advanced Visual Query Builders out there, that let us write complex SQL queries with simple drag and drip and confi

https://nishantrana.me/2019/10/25/execute-sql-select-insert-update-and-delete-command-on-dynamics-365-customer-engagement-data-using-skyvia-query/

Using PCF Custom Control Builder (XrmToolBox Plugin) to update existing control in Dynamics 365 / PowerApps about 8 months ago

A couple of months back I had written my first PCF Control to display GUID of the record, it was more of a hello world kind of thing. https://pcf.gallery/guid-control/ Well, the code was using Xrm.Pag

https://nishantrana.me/2019/10/22/using-pcf-custom-control-builder-xrmtoolbox-plugin-to-update-existing-control-in-dynamics-365-powerapps/

Working with Git Branches in Visual Studio 2019 about 8 months ago

Continuing our previous posts, let us now see how we can work with branches within Visual Studio 2019. Branches give the option to isolate the work from the original code base, this way we could have

https://nishantrana.me/2019/10/22/working-with-git-branches-in-visual-studio-2019/

Perform basic Git operations with Visual Studio 2019 about 8 months ago

In the previous post, https://nishantrana.me/2019/10/21/getting-started-with-git-repository-in-visual-studio-2019/ we learned how to setup and  get started with Git Repository in Visual Studio 2019. I

https://nishantrana.me/2019/10/22/perform-basic-git-operations-with-visual-studio-2019/

Getting started with Git Repository in Visual Studio 2019 about 8 months ago

Let us go through the steps to set up a Git Repository in Visual Studio 2019. Open Visual Studio 2019 Go to Tools à Option and Set Git as source control plugin (if not set) To create a new Repository,

https://nishantrana.me/2019/10/21/getting-started-with-git-repository-in-visual-studio-2019/

Single Instance / Organization Considerations in Dynamics 365 Customer Engagement / Dynamics CRM about 9 months ago

Let us start from the scenario that the enterprise has decided to use Microsoft Dynamics CRM /365 CE as a preferred customer relationship solution for their organization. For a large enterprise and/or

https://nishantrana.me/2019/10/17/__trashed/

New features of Visual Studio 2019 – Code Clean up, Faster Debugging, Refactoring, Live Share about 9 months ago

Earlier we covered below features Intellicode Search Experience Export / Import Configuration Settings Let us have a look at the other new features, that are now part of Visual Studio 2019 (couple of

https://nishantrana.me/2019/10/15/new-features-of-visual-studio-2019-code-clean-up-faster-debugging-refactoring-live-share/


New features of Visual Studio 2019 – IntelliCode about 9 months ago

IntelliCode to be very precise provides Artificial Intelligence to the code. Basically, it will provide suggestions (AI) by displaying at the top the frequently used properties, functions, etc. as sho

https://nishantrana.me/2019/10/03/new-features-of-visual-studio-2019-intellicode/

Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw about 9 months ago

Recently we were looking at the options of generating a Business Unit Org Chart for quick review. Using SmartDraw we were able to do achieve it very quickly. Steps Export the Business Unit records to

https://nishantrana.me/2019/10/02/generate-dynamics-365-ce-crm-business-unit-org-chart-through-smartdraw/

New features of Visual Studio 2019 – New Search Experience and UI changes about 9 months ago

Visual Studio 2019 comes with a completely revamped, context-sensitive Search experience. To change the Theme, search for keyword “Theme” and select the appropriate result. It would open t

https://nishantrana.me/2019/10/01/new-features-of-visual-studio-2019-new-search-experience-and-ui-changes/

New features of Visual Studio 2019 – Export / Import Visual Studio Configuration Settings about 9 months ago

Within Visual Studio Installer, we now have the option to export and import the configuration settings. These configuration settings can then be shared with the team to import, which makes sure that a

https://nishantrana.me/2019/09/30/new-features-of-visual-studio-2019-export-import-visual-studio-configuration-settings/


Live Chat using ProProfs Chat in Dynamics 365 CE (CRM) about 10 months ago

ProProfs chat is another live chat solution that integrates with both Dynamis 365 CE as well as CRM On Premise. Recently I wrote about PowerChat which is another live chat solution that works on both

https://nishantrana.me/2019/09/12/live-chat-using-proprofs-chat-in-dynamics-365-ce-crm/

Enable Live Chat in Microsoft Dynamics 365 CE (CRM) using PowerChat about 10 months ago

PowerChat is the live chat solution / addon developed by PowerObjects that supports both Dynamics CRM On-Premise and Online. Below we will look at how to set it up and what are the features it provide

https://nishantrana.me/2019/09/11/enable-live-chat-in-microsoft-dynamics-365-ce-crm-using-powerchat/

Out of preview – New Model-Driven form designer (WYSIWYG) in PowerApps about 10 months ago

Finally the new model-driven designer is out of preview and available for general use https://powerapps.microsoft.com/en-us/blog/announcing-the-general-availability-of-the-new-model-driven-form-design

https://nishantrana.me/2019/09/06/out-of-preview-new-model-driven-form-designer-wysiwyg-in-powerapps/

Performance testing Dynamics 365 CE using StresStimulus about 10 months ago

Recently we were evaluating StresStimulus, the load testing tool, for our performance testing requirements. The tool is quite user friendly and intuitive and in a matter of few minutes (and few clicks

https://nishantrana.me/2019/09/05/performance-testing-dynamics-365-ce-using-stresstimulus/

OAuth 2.0 with Dynamics 365 CE Web API about 10 months ago

OAuth can be defined as delegation or authorization protocol. The resource owner who owns the resource is allowing an application to access that resource on their behalf without impersonating the reso

https://nishantrana.me/2019/08/30/oauth-2-0-with-dynamics-365-ce-web-api/

Connect to Dynamics 365 Web API using OAuth 2.0 – Implicit Grant Type (through Single Page Apps) about 10 months ago

In previous post we saw how to connect to Dynamics 365 Web API using Postman and Implicit Grant type, in this post we will be creating a single page html application and will use ADAL library in our J

https://nishantrana.me/2019/08/28/connect-to-dynamics-365-web-api-using-oauth-2-0-implicit-grant-type-through-single-page-apps/