Dynamics 365 : New Enhancements for Report in V9.0

With Dynamics 365 V9.0, Reports have now becoming more powerful.


You are now able to generate the report into 9 formats.

Report Format

1. Word
   
   

2. Excel

   

3. Power Point
 

4. PDF

 

5. TIFF File

   

6. MHTML

 

7. CSV
 
   

8. XML file with report data

   

9. Data Feed





Report Print Option

Now user can print the report into different page size and orientation.

After you clicked on Print, a screen will pop up and now you are ready to print the file.

You are allowed to generate it as PDF after you clicked on Print

With these enhancements, users can reduce number of clicks to generate the report into desire format especially power point which my client always requested for presentation purpose.

Happy 365-ing.

Dynamics 365 :The user authentication passed to the platform is not valid

Recently, A message "the user authentication passed to the platform is not valid" was thrown while opening the report in CRM.

I have no idea what is going on, thus i turned on the CRM tracing and i found that the was something wrong with Report server.

Solution

1. Open Reporting Services Configuration Manager, and the service was stopped.

 

2. After some investigation, finally i found out the reason , it was because AD team changed the admin password without informing us.

3. Reactivate the Service and changed the password for Service Account

4.  Result

I hope this will save you some time and understand the reason behind it. Happy CRM-ing.

Dynamics 365 : Hit Object address not found on party or party is marked as non-emailable

Recently in my own CRM environment, i hit 1 error when trying to send an email to customer.

DEMO

1. When a case created, i would like to send an email to customer but in the end i got this error.

2. Based on the provided log, i went for a check. unfortunately, the email is allow for this customer.

3. Thus, i went to user 's record (Sender) and i found that the email value is not exist.

Solution

1. Provide valid email to sender and receiver.

2. Make sure the email is marked as allow in receiver's record.

3. Once everything is provided correctly like pictures below. You should able to send an email successfully.

Sender

Receiver

Final Result

I hope this will save you some time and understand the reason behind it. Happy 365-ing.

Dynamics 365 : Access Team in SQL

Few months ago, my team and I implemented a plugin,  based on certain conditions, the plugin will add or remove users from access team.

Today, we've found out the plugin was not working properly after upgraded to Dynamics 365. Thus , we have to fix it. 

We decided to retrieve all the affected records and access team members but it is not easily to retrieve the records through advanced find. So, we have to write the sql query to generate the list.

DEMO

SELECT     o.Name , t.Name AS TeamName, u.FirstName, u.LastName, tt.TeamTemplateName

FROM       filteredopportunity AS o INNER JOIN

PrincipalObjectAccess AS poa ON o.opportunityid = poa.ObjectId INNER JOIN

TeamBase AS t ON poa.PrincipalId = t.TeamId INNER JOIN

TeamMembership AS tm ON t.TeamId = tm.TeamId INNER JOIN

SystemUser AS u ON tm.SystemUserId = u.SystemUserId INNER JOIN

TeamTemplate AS tt ON t.TeamTemplateId = tt.TeamTemplateId

WHERE     (o.name = 'test 1') 

I hope this will save you some time and Happy CRM-ing.

Dynamics 365 - Session Time Out

I've been asked by some of my clients in few years ago, why CRM doesn't have the ability to configure the session time out . I have no idea how to answer them, but with the latest version of Dynamics 365, you are now able to have session timeout feature.

Why now ?

• Because in previous version of Dynamics 365, the session timeout for a user is configured to 24 hours. Technically, does not meet the expectations for company which has strict policies.
  
• To have better security.

Where is session timeout setting?

• Setting > Administration > System Settings > General Tab

Dynamics 365 - MultiSelect Option Set

Finally, one of the most asked for feature is released : "Multi Select Option Set", a new attribute type in Dynamics 365 V9.0.

Where is it ? 

1. Under the data type, you can see a new option called "MultiSelect Option Set",

How does it looks like in Form?

Auto-Complete feature is available, you can use text to search for the value you want.

How does it looks like after selected the value(s).

How does it looks like in Advanced Find ?

In View

Something you need know

•  Auto-Complete is available. 
•  Multi Select Option Set can hold up max to 150 values.
•  Can be used in Advanced Find and Fetch Xml Queries .
•  Select All and Clear selection feature.
  

•  Can leverage existing global option set.

How do we import using Excel Sheet?

• enter the values as semicolon separated.

Now let's import into CRM.

I hope this will help you to understand about Multi Select Option Set and Happy CRM-ing.

Dynamics 365 - Unable to find Active Directory object for SID?

Few months ago, my company decided to change the domain .

We've built a Console application to do the necessary changes. Unfortunately, we hit 1 error while trying to change the domain. The system throw us an error " Unable to find Active Directory object for SID".

Root Caused

- Duplicate replication of the same user in more than one domain controllers.

- This problem creates an object in foreign security principals container with a prefix as 'CNF' for the object guid.

Solution

- using the user SID and find the duplicate object in foreign security principals container and delete it.

I hope this will save you some time and Happy CRM-ing.

Dynamics 365 - Site Map Editor

Before Dynamics 365, how do you edit the sitemap?

I believe most of the developers are either editing the xml file or \using a very powerful tool called XRM Tool Box.

But with Dynamics 365, you are able to edit the site map using the editor within CRM. Does it sounds great? Let's us get into it so you know how to use it.

DEMO

1. Create a solution, name it whatever name you want but be meaningful.

2. Let's go into the solution, click on Client Extensions > Add Existing > Site Map

• Do not forget to download a backup, just in case you have to revert back to original design.

3. Double click the Site Map, and you will see the Site Map editor open up.

4.  You can edit for privilege, Title, Description and other setting as well.

5. After you completed the configuration, Click on Save then Publish.

6. Result

I hope you learn how to use the Site Map editor and Happy CRM-ing.

Dynamics 365 - Thinking to trigger a workflow when switching a Business Process Flow? You better think twice :)

Before Dynamics 365, we can easily create a workflow and trigger it when user is switching a process by follow the below setting.

But With Dynamics 365, the behavior is very different from previous version.

Before we start the demo, i suggest you to read this article so that you have better understanding about the new BPF structure in Dynamics 365.

DEMO 

1. I will create an opportunity record.

2. Let's switch into another process

•     The Modified on get updated.

•     From the Audit History, Process ID, Stage ID and Traversed Path are working perfectly.

3. After few minutes, Let's switch back to first BPF.

 

•     From the picture below, do you notice anything?

•     Yes, no fields get updated anymore.   
•     Even the BPF record stays where you created them.

DEMO 2

1. Now, i created 2 workflows and applied them into BPF.

   

2. Let's create an opportunity record.

•     the description is updated.

2. Let's switch the process

•   The description get updated too.

3. Let's switch back to first process

• the description no longer get updated.

So, from the 2 demos above, do you realize anything?

• once process is applied,
         - it will not trigger the workflow anymore.
         - it will not update the process id ,stage id and traversed path on entities anymore.

Conclusion

• You should stop using Process id, Stage id and Traversed path on entities  because these fields will be deprecated soon.
• You can refer the MSDN Article here.

I hope this will get you alert about this behavior and Happy CRM-ing