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

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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

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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

Posted in Dynamics 365

{Dynamics 365 New Features} Explore the new OOB Actions available with Dynamics 365

#New OOB Actions #Dyn365

Debajit's Dynamic CRM Blog

Some more research and yet another blog post to highlight another excellent feature of Dynamics 365. I have been extoling Dynamics 365 and I am tired as the more I explore, the more I get amazed by it. So without wasting much time, let me straight get to the point here.

With Dynamics 365, a whole new set of actions has been provided to you OOB. As per MSDN documentation, the following are the new set of actions available with this release.

•Add (Case) to Queue

•Add user to Record Team

•Apply Routing Rule (to Case)

•Calculate Actual Value (of Opportunity)

•Close Opportunity

•Get Quote Products from Opportunity

•Get Sales Order Products from Opportunity

•Lock Invoice Pricing

•Lock Sales Order Pricing

•Qualify Lead

•Remove User from Record Team

•Resolve Incident

•Resolve Quote

•Revise Quote

•Unlock Invoice Pricing

•Unlock Sales Order Pricing

I know your hands might be itching now already…

View original post 270 more words

Posted in Dynamics 365

{New Feature} Get the created object after creating a record using Web API in Dynamics 365

#Dyn365 #WebApi

Debajit's Dynamic CRM Blog

Another blog post and with it another great feature of Web API enhancements in Dynamics 365 that I will be sharing it. A small enhancement but a really handy one I would say.

So let’s understand what this feature I am talking about. If you just saw the header and jumped into this post without really understanding much from the title of this topic, don’t be disappointed. It’s my bad and I am terrible to in finding click bait headers for my topics. Hope I will do a decent job explaining the feature. So buckle up.

Prior to Dynamics 365, when you create a record in Dynamics CRM, be it through Web API or through Organization Service, you would get the guid of the newly created record back. And to get the whole object back you would again need to query the with the returned guid.

The problem become more…

View original post 297 more words

Posted in Dynamics 365

New Metadata Query features in Web API in Dynamics 365

#Dyn365 #WebApi

Debajit's Dynamic CRM Blog

Dynamics 365 is in and just like me, CRM enthusiasts all over the world are simply WOW’ed by its wonderful offerings. After all, this has been a giant leap by Microsoft and indeed a great opportunity for all consultants to me to plunge into unknown territories and conquer it.

In this blog post, I will walk you through the new Metadata Query features that has been introduced with Dynamics 365 Web API. Off late I have been developing some tools using were using the WEB API endpoint and these new additions to the WEB API will really help developers to query the metadata in a very simple way. So without wasting more time, let me straight way give you a flavor of this.

With Dynamics 365, the Web API endpoint has been upgraded to v8.2. So it would be typically in this format – /api/data/v8.2/”>https://<organizationUrl>/api/data/v8.2/

For my trial organization, below…

View original post 279 more words

Posted in Dynamics 365

Controls to explore in #Dyn365

From November 1, Microsoft has released the Dynamics 365 for general use. I just started exploring the new features available in it.

Lets see whats new in the controls and its configuration?

New Controls at Entity Level

In Dynamics CRM, We can add the controls for the entity.It could be enabled or disabled for Phone and Tablet.

Ex. List/Grid, Calendar and Timeline.

In Dynamics 365, We can add few more controls for the entity. It could be enabled or disabled for Web, Phone and Tablet.

Ex. List/Grid, Calendar, CardFeedContainer, Editable Grid and Timeline.

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How to configure the new controls?

In my previous post, I have shared screenshots of editable grid features. here is the steps to configure it too.

Editable Grid Properties:

Once you added Editable Grid control, another tab with the name of “Events” will be visible. So here you can configure the events to be triggered on the Editable Grid. Continue reading “Controls to explore in #Dyn365”

Posted in Data Migration, SSIS

SSIS – Binary code for the script is not found

Last Friday, I was into an issue. My package is working fine in development server. but its not working in the deployed server.

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Constantly getting the same error. Even after the multiple Build/Rebuild/Clean on the Script component and Project 😦

Finally Spark came up.. whether the Script Component project build is giving new build file every time or giving the pre-compiled version of it.???

Yes you got it.. I too thought the same…

index

Then how to clear the cache in Script component ?

Easiest way is that make some changes in code, Build it. ITS WORKED FOR ME. Hope will for you too.

Share with me, if you got some other way to do..

Happy blogging !!!

Posted in Dynamics 365

Summary of Dynamics 365 Editions and Licensing model

Whats new..??? Lets explore !!

Editions in Dynamics 365:

  • Business edition – Optimized for 10-250 employees
  • Enterprise edition  – Optimized for 250+ employees

Licensing model in Dynamics 365:

Dynamics 365’s primary licensing model is by named user subscription. Dynamics 365 user subscriptions classify users into two types. One user type is a “full user” and the other is a “light user”.

Full users are the users whose work requires use of the feature rich business apps functionality. In the Dynamics 365 license model, full users are licensed with either a Dynamics 365 Plan (Not available launch) or Dynamics 365 application (App) subscription.

Examples of full users are sales people, customer service representatives, finance employees, controllers, supply chain managers, etc. These users have also been referred to in the past as Pro users or Power Users.

Light users are typically the large number of users in an organization that consume data or reports from line of business systems and who complete light tasks. In the Dynamics 365 model “light users” are licensed with the Dynamics 365 for Team Members subscription.

Examples of light users activities are time/expense entry and HR record updates.

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for more information: 

https://blogs.technet.microsoft.com/uspartner_learning/2016/10/16/introduction-to-microsoft-dynamics-365-licensing/

To follow the latest updates, question and answers of Dynamics 365 , you can follow the community from Microsoft and you can follow my blog as well 😉

Link to Community: Dynamics 365 – Business EditionDynamics 365 – Enterprise Edition

Happy Sharing !!!

Posted in Dynamics CRM

Override the Exchange rates in Dynamics CRM

Today, we came across a scenario that we need to override the default behavior of exchange rate calculation. Whenever modifying the active records which has currency fields, money fields will be recalculated based on the exchange rate available in the system.  For some cases, we may need to stop this behavior. That means, instead of taking the exchange rate from currency master, It should take the user provided value.

After going through so many forums, we finally decided that we could go by intercepting the “RetreiveExchangeRate” message.

Two steps:

  1. Somewhere you have to maintain the custom exchange rates so that you can pass to the plugin while you intercept that. It purely depends on the situation.
    • Maintain your exchange rates in custom entity
    • Maintain your exchange rates in the same record itself
  2. Write a plugin which will intercept the message “RetreiveExchangeRate” and pass your exchange rates instead of the system exchange rates

Hope you got idea on how to Override the exchange rates in Dynamics CRM.

If you need code for this, Please ping me in comments.

Happy Blogging !!!