Posted in Dynamics 365 For Marketing, Uncategorized

Enable Custom Entities For Marketing Segment Dynamic Query

A segment in 365 for marketing app is an essential feature which lets you create a list of related contacts based on some criteria( similar to advanced find). Later it is used to target customers in a customer journey.

So when you create a new segment you have an option to create it as static or dynamic. A dynamics segment is what lets you add a query to filter contacts.

picture depicts a dynamic segment query designer

However, there is one thing that will bother you which is, it will not let you add a related custom entity to form a query ( click on add group and select union as relationship)

Solution

There is a settings available in Marketing app which will let you enable this feature for any entity in your system. To check this, go to Marketing App — > Settings Section:


Under Marketing Settings, click on advanced settings.
Now click on Customer Insights Sync under marketing setting section which will give you the list of entities on the right side with check boxes.

Enable for the entities which you need and click on publish from the header.

You might see the box is grayed out and you will not have option to enable. To enable the box you need to enable the change tracking on that entity. to do that you have to go to that entity definition and enable change tracking check box. https://docs.microsoft.com/en-us/power-platform/admin/enable-change-tracking-control-data-synchronization

Once published give it some half an hour.

Navigate to your query now and you will be able to add related entities to your query just like advanced find.

I hope this helps!

Posted in CRM Code Helpers, Uncategorized

Plugin on Retrieve Multiple in CRM.

Filtering records using javascript in subgrid or a view is unsupported and doesnt work hence here is how you can/should filter subgrid records using a plugin.

Nishant Rana's Weblog

Recently we had a requirement to filter sub grid on one of the forms. We thought of using Plugin on Retrieve Multiple for this.

Here we were showing Opportunity Sub Grid on Account form.

So we created a view for Opportunity that will be used as Sub Grid. Used it as Related Record Sub Grid so that we can have the GUID of the Account record being passed to the plugin.

The problem we faced à Sorting and Paging stopped working for the Sub Grid.

http://crmtipoftheday.com/2015/10/05/limitations-of-retrieve-plugins/v

Hope it helps..

View original post

Posted in Uncategorized

Quick Fix : Mandatory Field Error Shows Schema Name Instead Of Display Name

Quick blog on how to fix the error you get when you save a record which has some required fields on the header of the form and CRM shows the schema name instead of display name like below:

1.png

it shows the error which includes specific field logical name instead of display name which might be confusing for user and doesn’t look very much user friendly. In my case its still very much understandable but sometimes people change name on the form and in that case it will be worse situation.

FIX :

All you have to do is put the same field on the form which is there on the header and hide it on the form. Open the form editor > select the section > look for the field and add it. Go to field properties and hide it by unchecking the visible by default box:

1

Save and publish all your changes and now try to save the record:

1.png

I hope this help!

Posted in Uncategorized

Handle Boolean/Two Option Fields In Scribe Data Migration/Bulk Update

I know many CRM developer get into Data migration or bulk update operation from CRM system to other external/CRM system.

I have gathered few useful tips while dealing with boolean fields as in how to check the value , reverse the value , use nested if with OR & AND conditions etc. I have categorised them into below and provided explanation & solution.

  1. Check Values from Source & Set New Value 

    To check value of a boolean field from source do this and set other value:

    IF(S1=1, 0 , 1)

    (Here i am checking if S1 field value is “1” which is “TRUE” then set the new value to “0” which is “FALSE” otherwise the default will be to “1”.)

  2. Check Combination of boolean fields and Set New Value

    To check the combination of values i.e If a=1, b=0 then set some new value, Do this:

    IF(AND(S1=1, S2=1), 0 , IF(AND(S1=0, S2=0),1 ))

    (here i am checking if S1=1 AND S2=1 then outcome should be “0”.
    please note: you can use “OR” operator as well as per your requirement.)

  3. Check If the value is Null or Any error in retrieving the value and set default value

    You might have to handle null values in the package, to do this:

    IF(ISERROR(S1),TRUE(), FALSE())

    (here I am checking if S1 is null or any error then i am setting the value to TRUE otherwise FALSE.)

    you can also combine this with checking other values to such as if S1 =1 then 1 , S2=0 then 0 & if S2=Null then TRUE().

    IF(ISERROR(S1),TRUE(),IF(OR(S1 =1 ), 0,IF(OR(S1=0),1)))



    I hope this helps! I will try post help blog on other types of fields.
    cheers!

Posted in Microsoft Dynamics CRM Solutions, Uncategorized

Solution Import Error 0x80044150 – Object reference not set to an instance of an object.

Issue:

While importing a solution I got a generic SQL error but when i downloaded the log file i saw below error:

import error1

0x80044150 – Object reference not set to an instance of an object 

I have seen this error in plugins several times but never in import but root cause and underlying issue remains the same.

The import was trying to find something which was not there in target.

Solution

There was a relationship in my solution exist as N:1 to an entity which was deleted from target system way back hence this error occurred. Using the relationship given in solution, CRM was trying to find related entity which wasn’t there.

 

Hope this helps.

Posted in Dynamics CRM 365 Online, Uncategorized

Error While Connecting To CRM Online Using Kingsway SSIS Connector

Issue:

I have recently got this error when i was preparing an SSIS package for Dynamics CRM 365 Online and used Kingsway SSIS connector.

Kingsway1

Resolution:

After digging in further this error is mainly caused by the request and reponse timings,So, when i checked i found out my system time was somehow 5 minutes ahead of the current time, hence the request going to CRM server was of a future time and hence this error showed up.

All i had to do is fix my system time. Sometimes even if your system time is fine, you might still get the error, In that scenario too try to change the time as 5 minutes less.

 

Once i did that -my organisation name popped up without any issue.
kingsway2.png

 

Hope this helps!

Cheers!

 

Posted in Uncategorized

Show Lost and Won Opportunities In A Chart By User/Owner

Just a quick blog on a question asked in dynamics community here : https://community.dynamics.com/crm/f/117/t/293930

Requirement was to show Lost & Won opportunities grouped by a manager in a Bar Chart:
chart2

Try below Steps.

  1. Create a view as below :chart3
  2. Create a chart on that view in opportunity as below:chart
  3.  Save and close & make sure to publish the customisation. Below is the end product.
    chart2

 

Hope this helps!

 

Cheers!

 

Posted in Dynamics CRM 365 Online, Uncategorized

An unsecured or incorrectly secured fault was received from the other party

Issue :

Recently i have encountered this error when i was trying to connect to Dynamics CRM 365 online.

error1.PNG

 

I digged in further and found a post where couple of suggestions were mentioned :

https://community.dynamics.com/crm/f/117/t/204264

Solution : It was to do with my system settings(Time) – my system time was ahead of the server time. which means the request was going to server with a future time. 

hence i have changed the time in my system clock to be 5 minutes less. Which indeed worked.

 

I hope this helps!

Posted in CRM Code Helpers, Uncategorized

Simplified Connection To Dynamics CRM 2016 Onpremise Using Console Application

Here is the quick code that i use when i have to build a console application that connects to dynamics crm onpremise version with AD/IFD Authentication.

Main Class:

ClientCredentials _clientCreds = new ClientCredentials();
_clientCreds.Windows.ClientCredential.UserName = ConfigurationManager.AppSettings["username"];
_clientCreds.Windows.ClientCredential.Password = ConfigurationManager.AppSettings["password"];
_clientCreds.Windows.ClientCredential.Domain = ConfigurationManager.AppSettings["domain"];
var organizationUri = ConfigurationManager.AppSettings["CRMUrl"];

_service = (IOrganizationService)new OrganizationServiceProxy(new Uri(organizationUri), null, _clientCreds, null);

OrganizationServiceContext _orgContext = new OrganizationServiceContext(_service);

App.Config:

<?xml version="1.0" encoding="utf-8"?>
<configuration>
<configSections>
<section name="AppSettings" type="System.Configuration.AppSettingsSection, System.Configuration, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" restartOnExternalChanges="false" requirePermission="false" />
</configSections>
<appSettings>
<add key="CRMUrl" value="https://Oranization.com/XRMServices/2011/Organization.svc" />
<add key="Username" value="rawishkumar" />
<add key="Password" value="password" />
<add key="Domain" value ="exampledomain"/>
</appSettings>
<startup>
<supportedRuntime version="v4.0" sku=".NETFramework,Version=v4.5.2"/>
</startup>
</configuration>

 

Required Assemblies:

using System.ServiceModel.Description;

using System.Configuration;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Client;

Hope this helps!