D365 Learnings - My Scrapbook | Kranthi Gullapalli

Related to error message "Resource not found for the segment" From MS Documentation: This error occurs when you use the incorrect name for a resource. That resource might be the name of an entity set, a function or an action. These resource names are case sensitive., there is an entity set called accounts, but not one named Account etc. Below are things that can be verified: Check the URL to make sure the environment and versions are correct Validate the Action name Check in the actions section in Solution if it is available. Check in the WebAPI metadata if it is available Make sure all customizations are published in your solutions. Validate the WebAPI accessibility with the System Admin user role Hope one of them would resolve.

By default, the 'List group members' Action in Office Groups Connector returns only 100 records and you might not find the desired record in the returned list. Resolution: Increase 'Page Size' Turn on the Pagination and Increase Threshold in Settings of Action.

The context of this blog post is to add the AD Users into Office 365 Groups using Power Automate Flow. For one requirement, when I was trying to implement I experienced the below error and thought this post would be helpful for someone in future encountering the same issue and would save some R&D time. Error: One or more added object references already exist for the following modified properties: 'members' Understanding the above error: When a user is already present in the group and we try to add him again using the 'Add member to group' Action of the Office 365 Groups connector we will get the above error. Resolution: We can check beforehand if the User is present in the target 'Office 365 Group' or not and add if not already present. How To:, Below is a snapshot of Power Automate flow should be self-explanatory Use the 'List Group Members' to check if the user already exists and apply a filter to check for the existence of the required user record...

This blog post is just to make sure, whoever is searching for accessing environment variables don't get the old way of retrieving the variable using dataverse connector connecting to the 'EnvironmentVariables' table and retrieving data. With the latest update, now we have direct access to 'EnvironmentVariables' in the flow. In any of your input fields, just focus on that, you will see the 'Environment Variables' in the context menu. Most of the Power automate developers will be rejoicing with this update!

Is PowerApps Portal fully dependent on DataVerse Storage to store data? Earlier the answer was yes, as Power Apps Portal was tightly bound to DataVerse. Now with the CRUD support to Virtual Tables (Entities), we can easily configure an external database with a custom data provider and make Portal to use Virtual entities for Making CRUD operations from Power Apps Portals. Follow below article to create Virtual Table and configure that to an external SQL database Sample: Custom virtual table provider with CRUD operations (Microsoft Dataverse) - Power Apps | Microsoft Docs Once Virtual Table setup is up and running, set-up portal instance on same environment and start creating Form (Entity Form), List (Entity List), WebPages as usual. Be amazed to see how seamlessly the integration happens between portal, virtual entity and the external data source. Below is the data flow Some screenshots: Enabling the CRUD operations on Virtual Entities has provided many more options to explore from the ...

The most awaited feature for Power Apps portal is now available in public preview... This will open up lot of unexplored space in Portals.. Much needed and will be most used going forward. Below are the functionalities available in public preview Create Update Delete Associate and disassociate  More details in below link: https://powerapps.microsoft.com/en-us/blog/power-apps-portals-web-api-support-public-preview/

To keep this post short and simple. Trial instance which I created has MFA has been enabled  and while we are using the old method of login into XRMToolbox via Connection wizard, we are getting below error, as there is no possibility of a second level of authentication via Mobile. Below is stack trace and error encountered: Error : An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. Stack Trace : Server stack trace: at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.ProcessReply(Message reply, SecurityProtocolCorrelationState correlationState, TimeSpan timeout) at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.Request(Message message, TimeSpan timeout) at System.ServiceModel.Dispatcher.RequestChannelBinder.Request(Message message, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean onewa...

In one of my previous blog post , I've explained how to retrieve data from CRM to Portal using OData. OData is the simplest way to retrieve the list of CRM records to Portal, but if you are not aware of the do's and don'ts then you might need to face a tough consequence for that. If we read carefully the Microsoft documentation it says below: The OData feed that is published is anonymous and does not have any authorization checks; therefore, it is important not to enable oData feeds for data that is unsuitable for anonymous portal access. So there is no possibility of adding an additional mechanism of checking for the authenticated user or not from the portal end. To conclude: Do not expose any sensitive data via OData to the portal via Dynamics CRM with Entity List configuration. Where to use oData: In case if the data to be displayed on portal is not sensitive such as displaying list of products in an e-commerce website or having a blog feed etc. Alternate Solution for s...

Yes, you read it correctly, if you go with default CRM configuration for Email token you might land up in a big soup... and the more delay you do to fix the issue, it will cause you more pain to fix the issue thereafter. This article is having below sections: Understanding of Token structure Understanding of Issue Security breach scenario Possible solutions Section 1: Understanding of Token Structure: As per Microsoft documentation ( Link here ), below is the Token structure As can be seen above out of 7 digits, the first digit is a deployment tracking number, second is to identify the user, and third is the actual counter having the count related to the number of emails sent Below are definitions from Microsoft, referred from the same article above Deployment base tracking number Configurable from 0-2,147,483,647. Default value is 0. Can be used as an identifier for a specific instance, organization, or deployment of Microsoft Dynamics 365. User number digit rang...

This could be a question for most of the people working on Dynamics Portals, but after a few days, this post might be irrelevant as everyone will be aware of this. Where do we manage Portal related development? Before UCI Upgrade: After UCI Upgrade: As everything is an APP now after UCI upgrade, navigate to the Apps section of your dynamics instance. Example URL:  https:// <your crm instance> .crmxx.dynamics.com/ apps Search for: Portal Once you launch the 'Portal Management' UCI App, you can see all the portal entities in the main left navigation. Hope this helps someone :)

Problem Statement: HTML or JavaScript changes made on to the portal were not reflecting on the portal until we made force restart of portal every time. This was very annoying for myself and other team members. Resolution: During our analysis, we found the following ways, which all are probable solutions considering different scenarios. Clear cache from Client browser: For this, the user logged into portal should have a Web Role of 'Administrator' to clear the Portal Cache. Below are the steps to Clear Cache a. Go to your portal and append this to your portal URL '/_services/about' in browser URL. b. Click Clear Cache button and check Enable 'Change Tracking' on the related Entity in Dynamics CRM. a. For this Navigate to CRM > Settings > Solutions > Your Solution > CRM entity associated with the caching issue. b. Enable the 'Change Tracking' checkbox as can be seen below If the above two options did not work then try this: Resta...

This post explains how do we change/map existing portal instance with one instance to another CRM Instance. i.e. Once you portal instance is provisioned how to map it to another CRM Instance. When do we consider this scenario:  When you are under tight budget and couldn't purchase more portal instances then we can map the available Portal instance to the required CRM instance and validate the portal functionality on new instance. We do not have any Sandbox portal available, all Portal Add-On's are of same price and it depends on which CRM instance we map it. Thing to Note: To manage CRM Portal instance, you need to be a global admin/owner of the Portal in Azure settings. Scenario: I have one Portal instance "Portal Instance - 01" which i need to switch from 'My CRM Instance - 01' to 'My CRM Instance - 02' Process to switch portal instance: 1. Go to Dynamics 365 Administration Center 2. Select Application Tab 3. Select the name of your p...

I had a fresh installation of Windows 10 OS on my machine and downloaded the latest version of XRM Toolbox. I had got the below error when I tried to connect to the CRM Organization. Error : Metadata contains a reference that cannot be resolved: 'https://disco.crm11.dynamics.com/XRMServices/2011/Discovery.svc?wsdl&sdkversion=9'. Stack Trace : at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)    at System.ServiceModel.Description.MetadataExchangeClient.ResolveNext(ResolveCallState resolveCallState)    at System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(MetadataRetriever retriever)    at Microsoft.Xrm.Sdk.Client.ServiceMetadataUtility.RetrieveServiceEndpointMetadata(Type contractType, Uri serviceUri, Boolean checkForSecondary)    at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1..ctor(Uri serviceUri, Boolean checkForSecondary) Solution: It turned ou...

This is a quick short article; I was searching for the same and couldn't find a straight forward way and few have suggested using JavaScript. Below is the simple way: 1. Go To Settings > Customizations > Developer Resources 2. Copy the 'Instance Web API - Service Root Url' 3. Append '/savedqueries' to the above URL and open that in browser. 4. Search for your View name in the API result set for above url. 5. Check the 'savedqueryid' for the object in which your view name is present. Example Web API Url: https:// instancename .api. crm8 .dynamics.com/api/data/v9.1/ savedqueries Output Screen: Highlighted in above image is View Name and its corresponding View GUID. Hope it helps!

If you work on CRM portals and mostly into writing JavaScript code then this is for you!! Two kinds of people land on this blog post To have a quick solution - For you, I will provide the solution first :) To learn something new - For you, ill explain the solution in detail later Quick Solution As you want to set the lookup value, keep below values of the lookup handy (in variables) in JavaScript code      1. GUID: Guid value of the Target Entity      2. Name: Name field of the Target Entity to display as the selected lookup value.      3. EntityName: Enity Name of the Target Entity. Use the above three values as shown below! Done your look up should be set after execution of below JavaScript code. Understanding the Solution CRM lookup features:      1. Can hold any type of entity      2. Always displays the value of 'Name' field (Which is required and mandatory for all the entitie...

Our CRM Sandbox portal had some obselete code and required an reset on instance to bring back to life... Once the reset is complete on the instance, on accessing the crm instance url i was presented with below error message: Record Is Unavailable - The requested record was not found or you do not have sufficient permissions to view it I am the Global Admin on the Instance and this error message was quite weird.. tried logging off and back in.. removing the license and adding it back.. none of them worked.. Solution: At last landed on a Dynamics CRM Community post which says to ' Clear Browser Cache, Close and Open the browser '.. That did work.. I was beating around the bush for more than 20mins at last landed up at this solution... hope this helps some one..

We had requirement to remove the search icon and related functionality for our CRM Portal and would like to share this quick configuration which might help some one. Scenario: To Remove the Search Icon from Portal which is shown below Solution: 1. Open your CRM Instance 2. Go to: Portal > Site Settings 3. Search for key 'Search/Enabled' and set to 'false' That should do it..

[Note]: If you have landed on this page directly from a google search or through an external link then i recommend to have a look at this  Blog Post This should be straight forward, not as difficult as the Liquid Template  which we discussed earlier. Data retrieving using OData feed can be implemented just by customization and no coding is required. Below are the steps to retrieve CRM Data into Portals using OData feed Identify the 'Entity' and corresponding 'View' in CRM which is to be exposed on to Portal. Prepare 'Entity List' in in 'CRM > Portals' Enable OData Feed on Entity List Access the OData feed in CRM Portals Use Case/Scenario:  We will try to fetch all appointments available in CRM on to Portal Step 1: Identify Entity and View Based on the current use case, below is the entity and view information. Entity Name: Appointment View Name: All Appointments Step 2: Prepare Entity List  1. Go To: Portals > 'Entit...

[Note]: If you have landed on this page directly from a google search or through an external link then i recommend to have a look at this  Blog Post . Current blog post explains how to retrieve data from Dynamics CRM to CRM Portals using Liquid Template. Use Case/Scenario : We will try to fetch all appointments available in CRM on to Portal Step 1: Prepare FetchXml 1. Open CRM Instance 2. Go To Advanced Find > Select Appointment Entity > Select View as 'All Appointments'  3. To make sure you have some data, click the "Results" button on Ribbon 4. Download the FetchXml using ribbon button on header. Step 2: Prepare Web Template 1. Go To: Portals > Web Template > New 2. Provide below details Name: Name of your Web Template Website: Select your Portal instance Source: Here goes your Liquid Template, this is very easy to build and use.  Load data into local variable : Using 'Liquid Template FetchXml' tag, we wi...