Posted in Dynamics 365, Dynamics CRM

Custom Workflow tips

Good Morning !! 
Hope everyone doing awesome. 

Would like to share this tip with you all.

I believe everyone knows how to debug custom Workflows using Plugin Registration tool. 

Trick is that while trying to profile, you will not be able to find steps for that respective workflow assembly. 

Check: Whether you have used this assembly in workflow ?

Most of the time, we would have used in workflow. if it’s not working only, we used to come for  debugging.:-;

No ? Start using it ..Then only steps will be visible in Plugin Registration tool.

Still steps are not visible n PR tool.

Yes ? Check whether you used this Custom Workflow assembly in conditional approach. If so, it will not be visible. So workaround will be use straight way in work flow.debug it. Fix your code. 

Hope this tip will help to save your time in analysing it. If you have Better way, please do share me. 

Thanks for reading and keep sharing. Happy Blogging.

Posted in Dynamics 365, Dynamics CRM, Microsoft Flow

{No code approach} Delete attachments from corresponding SharePoint folder when a record is deleted in CRM using Microsoft Flows

REAL TIME SCENARIO – MICROSOFT FLOW

Debajit's Dynamic CRM Blog

Off late, I have been working with Microsoft flow and boy! I am liking it. It is cool and specially considering the fact that it simplifies whole lot of stuffs that you would normally require to write lot of code, make it even more appealing.

So here I was with a requirement.

There was OOB CRM-SharePoint integration enabled and the client wanted that whenever an entity record is deleted from CRM, the documents in the corresponding SharePoint folder should be deleted as well.

Now the OOB behavior does not support that. Even if you delete the record, the folder corresponding to that is present in the SharePoint path with all the documents.

So what are my options here. Well some custom code that would run when the record is deleted in CRM and that code would be responsible for deleting the documents from the SP Folder. On top of that…

View original post 942 more words

Posted in Dynamics 365

What I learnt from CRM Saturday Paddington

Summary of the CRM Saturday by Hosk

Hosk's Dynamic CRM Blog

Code problems are hard to find and easy to fix, people problems are easy to find and hard to fix  #HoskCodeWisdom

The secret of Dynamics 365 projects is knowing what’s on the other side of customer requirements #HoskCodeWisdom

I attended CRM Saturday, a CRM event held on a Saturday, surelynot many people are going to go to that, in their own time?

It was scheduled for 100 people and fullybooked with people flying in from Europe to present and attend.  The final numbers were around 80ish people, a good turnout.

The first thing I learnt was CRM Saturday was awesome and Microsoft’s offices are prettycool.

Itwas a trek to get there, waking up at 6 am and walking to the train station on a dark rainy Saturday morning

crm-saturday

The Capgemini team had three people attending,itwas useful to compare our…

View original post 849 more words

Posted in Data Migration, Dynamics 365, Dynamics CRM, SSIS

SSIS – {The column cannot be processed because more than one code page (1256 and 1252) are specified for it}

Second post in 2017.. hoping for more posts in upcoming days.

Recently, I faced this issue while migrating records from Source database to Staging database.

Package background: I have developed the package in development server and deployed in migration server.

Analysis: I just checked the code page of the error column in dev server. It’s 1252. Was thinking how come 1256 ? .

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Continue reading “SSIS – {The column cannot be processed because more than one code page (1256 and 1252) are specified for it}”

Posted in Data Migration, Dynamics 365, Dynamics CRM, SSIS

{SSIS – Special characters getting appended while migrating records from CSV to SQL table}

After long back..

Hope everyone had wonderful New year and Pongal celebrations. Hoping for the next year (2018)  Pongal celebrations  with full fledged government support  for conducting JALLIKATTU in Tamil Nadu.

Lets discuss an important tip for data migration.

Recently I faced an issue in moving records from CSV file to Dynamics CRM 2016.

Scenario:  In my data file, it has Arabic letters. So i set the properties of CSV file in UTF-8 format. After i moved the data to the table, checked out the Arabic field column. It has some special characters are appended. If i am moving using Excel file, it’s not appending any special characters.

Resolution: After searched various forums , I have found that It’s a data type issue. If we check the arabic values column and its data type, it shows as DT_STR. But it supposed to be DT_WSTR. So changing the data type of the required columns to DT_WSTR data type will help to overcome this issue.

Hope will help somebody in future.

Happy sharing !!

Posted in Dynamics 365, Dynamics CRM

Under the Hood – There’s a Dynamics 365 App for that

Excellent post.. Deep Insights about Dynamics CRM evolution
#Dyn365 #NewFeatures

Dynamics 365 Northern Ireland

Microsoft has surely been looking at Salesforce for the past few years, feeling somewhat envious of their ‘apps’ market. If you take Salesforce at their word, they have over 1.4 million registered developers, so the apps market for Salesforce is clearly not a flash in the plan.

With the recent launch of Dynamics 365, there appears to be a concerted effort at Redmond to build an ecosystem around Dynamics 365, but how has this been implemented and what do application developers need to know?

365 Apps v Solutions

Back in the day when solutions were introduced in Dynamics CRM 2011, you could see the start of an effort by Microsoft to have proper application lifecycle management around Dynamics CRM customisations and configurations.

solutions CRM 2011 Solutions

Unmanaged solutions were a way a developer could keep track of their many bits and pieces within CRM. Managed solutions were way of packaging…

View original post 1,198 more words

Posted in Data Migration, Dynamics 365, Dynamics CRM, SSIS

Data Migration SSIS Tips – 1

Recently we were migrating records from Source system to staging database and then to Dynamics CRM 2016 using SSIS.

Few issues are encountered while we migrating the large number of records.

Script component:

Some time we might require to use the script components because some conversion is not possible/not easy with SQL. In this case, number of columns which you processing will affect performance of the package.

How to improve ?

Avoid using the script component as much as possible

We can utilise the BDD – Balanced Data Distributor. It helps to parallelize the data flow. if you new to this, here is the link for more information (BDD – Balanced Data Distributor)

Try to use synchronised transformation. It’s better compared to Asynchronous. Ideally it’s up to the requirement. for better understanding, here is the link (Synchronous vs Asynchronous

Derived column:

The number of columns in derived columns also affects the performance of the package.

Then how to ?

Try not to use the derived columns as much as possible

If there is a need, we have to use. then use multiple “Derived columns” component for manipulation. Instead of doing all the manipulation in single “Derived column”. Significantly it will improve the performance

Data Conversion:

This component in SSIS which will help to convert the data type of column to another compatible data type. It’s just drag and  drop and easy to use. when you really care about the performance, then here we go. It does maintains the old column as well as converted column too.

Then how to ?

Try to do the conversion at source itself. It’s best as package don’t need to maintain the duplicate of it.

If the conversion is not possible at source, do the manipulation at staging.

Always, i prefer to have the manipulation in Stored Procedure. It really faster and it will not impact the performance as much as others.

Do share your knowledge on these..

Keep Sharing …

Posted in Dynamics 365

{Dynamics 365 Quick tips} Rearrange columns on the fly and maintain view groupings and switch display mode in Dynamics 365 editable grids.

Lights on hidden features in #EditableGrid #Dyn365

Debajit's Dynamic CRM Blog

Editable grids are here and how and it’s WOW. Probably the most awaited feature of the Dynamics CRM since its inception. The entire community is going gaga over it and why not?

No this is not a blog post which tells you how to enable and configure editable grids. There has been lot of great posts already floating in the community and I will not add on top of that. Rather I would like to focus on two new cool features that has accompanied editable grid but are somehow hidden from its limelight. In case you are not aware of the editable grid feature in Dynamics 365, you can visit the below link to get acquainted with it.

https://blogs.technet.microsoft.com/lystavlen/2016/10/30/editable-grids-is-here/

So let us talk about these small and yet handy new features.

Now this is cool. When I first saw this, I am like finally! Now I can view the columns…

View original post 301 more words

Posted in Dynamics 365

{Dynamics 365} Preview Feature – Organization Insights Dashboard

#Organization Insights Dashboard #Dyn365

crmazurecomponents

A new reporting component to provide organization insights has been added in Dynamics 365. These charts can be added to a dashboard and provide the mentioned below information

insights1

a) Active Users – Number of users that are logged at different times of the day.

b) Active Users Performing Specific Operations – Number of Different operations(Create, Update, Delete and Read) performed by active users at different times of the day.

c) Most Active User (Changes) – Number of changes (Create, Delete, Update) performed by different users past 2hours, 48`hours or past 30 days.

insights2

d) Total Page Requests – Page requests in classification of Dashboards, Reports and forms at specific times.

e) Total Operations – Total number of operations Create, Delete Update and Read happening at specific times.

f) Most Active Users – Read operations performed by the most active users.

For using organization insights, we need to be firstly configure them…

View original post 16 more words