Showing posts with label CDS. Show all posts
Showing posts with label CDS. Show all posts

Tuesday, November 17, 2020

Dynamics 365 and Power Platform monthly reading list October 2020

Technical topics (Configuration, customization and extensibility)


Topics for Dynamics 365 Business Application Platform consultants, project managers and power users

Tuesday, October 20, 2020

Dynamics 365 and Power Platform monthly reading list September 2020

Technical topics (Configuration, customization and extensibility)

Topics for Dynamics 365  Business Application Platform consultants, project managers and power users

Wednesday, August 26, 2020

Dynamics 365 and Power Platform monthly reading list July 2020

Technical topics (Configuration, customization and extensibility)
Topics for Dynamics 365 Business Application Platform consultants, project managers and power users

Friday, August 14, 2020

Don't forget to update older client applications for Dynamics 365 to the correct .NET Framework version

I lost 30 minutes this morning when trying to troubleshoot an older console app (written in 2017) which refused to connect to Dynamics 365 Customer Engagement. It was only after updating the Nuget packages for Microsoft.CrmSdk.CoreAssemblies  that I noticed that I was still building against .NET Framework 4.5.2 which is not supported anymore.


Reference:


Thursday, August 13, 2020

Quick tip: SQL access to Common Data Service using Tabular Data Stream (TDS)

Recently Microsoft announced Power BI DirectQuery support (in preview) to the Common Data Service (CDS)  using Tabular Data Stream. You can also leverage this  CDS TDS endpoint within SQL Server Management Studio to write SQL queries against the CDS database. You can connect using the base url of your CDS instance and add the port 5558. To authenticate you will need to use Azure Active Directory - Password.


By default this functionality is not enabled, so you if you try to use SQL Server Management Studio you will get below exception.

As outlined on http://aka.ms/enablesqlforcds, you will need to to go the Power Platform Admin Center to switch on the TDS support.

References:


Tuesday, August 11, 2020

Quick tip: find duplicate records in Dynamics 365 with Deduplicator plugin for XrmToolBox

 If you want to quickly scan your Dynamics 365 or CDS instance for duplicate records, take a look at the Deduplicator plugin for XrmToolbox. It provides you with the option to specify one or more fields for a specific entity as matching criteria (with option to ignore blank values, leading and trailing white space and taking into account casing) and choose which additional fields to display for the duplicate results. 


Saturday, June 20, 2020

Dynamics 365 and Power Platform monthly reading list May 2020

Technical topics (Configuration, customization and extensibility)

Topics for Dynamics 365 Business Application Platform consultants, project managers and power users

Wednesday, June 17, 2020

How to fix a broken Easyrepro project after upgrading Chrome

After I recently upgraded Chrome I noticed that my Easyrepro test project did not build/run anymore. (read Easyrepro - UI automation test library for Dynamics 365 and  CDS if you are not familiar to Easyrepro)

Luckily the exception pointed in the correct direction "System.InvalidOperationException: session not created. This version of ChromeDriver only supports Chrome version 79 (SessionNotCreated)".


The EasyRepro testing framework leverages Selenium ChromeDriver so you need to check the compatibility - see https://chromedriver.chromium.org/downloads 

To fix the error I just had to update the Nuget package to a version which is compatible with the installed Chrome on my machine.



Storage capacity enforcement for CDS instances

Storage capacity enforcement now seems to activated, this means that when your capacity storage is greater than the entitled capacity, admin operations like creating, copying and restore environments will be blocked.

Thursday, June 11, 2020

Farewell to the Dynamics 365 Admin Center

In 2019 Microsoft announced that they would consolidate the different admin centers for Power Platform and Dynamics 365 Sales/Customer Service/Field Service. In the meanwhile, more and more functions seem to be moving to the new Power Platform Admin Center. Although the legacy Dynamics 365 admin center deprecation is not listed (yet) on the Important changes (deprecations) coming in Power Apps, Power Automate and model-driven apps in Dynamics 365. I expect this admin portal to quickly fade away.  

Update June 28th: @jukkan just mentioned that there is an update in Message Center which officially states that the old Dynamics 365 Admin Center will go away. I like the speed of innovation in the cloud but this seems like incredibly short notice.



To be able to access the Power Platform Admin Portal you will need to assign an appropriate service admin role - see Use service admin roles to manage your tenant for more details.

Features/functionality which is now surfaced in the new Power Platform Admin Portal:
  • App management in the Applications tab of the legacy Dynamics 365 Admin center has now moved to Power Platform Admin Center - see  Manage Dynamics 365 Apps for more details. This applies to installing and managing Microsoft first party apps like Customer Service but also to other apps installed through AppSource. You first need to select your environment in the new admin center and use the Resources>Dynamics 365 apps menu to open the list of available apps to install. This same screen can be used to upgrade existing apps to newer versions. (Unfortunately there is no indication when there is a new app version available)





Tuesday, May 19, 2020

Dynamics 365 and Power Platform monthly reading list April 2020

Dynamics 365 and Power Platform -2020 Wave 1 Topics

Technical topics (Configuration, customization and extensibility)
Topics for Dynamics 365 Business Application Platform consultants, analysts, project managers and power users

Thursday, April 30, 2020

Updates to Dynamics 365 release schedule, unified interface transition and team member license enforcement

As outlined in Our commitment to customers help ensure business continuity Microsoft has delayed some of the mandatory upgrades and changes to existing Dynamics 365 environments - below a short overview:
  • Existing Dynamics 365 environments will receive the Wave 2020 update one month later starting beginning of May . See Dynamics 365 release schedule for the exact dates for your geo.
  • Deprecation of the legacy web client and the mandatory transition to the Unified Interface is postponed from October 1th to December 1th 2020.
  • Deprecation of the Dynamics 365 for Outlook (Outlook COM add-in) is scheduled for October 2020 - see The future of Outlook integration for more details
  • Technical enforcement for Dynamics 365 Team Members licenses purchased or transitioned after October 1, 2018 will come into effect on January 31, 2021 (extended from September 30, 2020 - initially planned for April 1, 2020). 

Monday, April 27, 2020

Things to watch out for when configuring the export of CDS data to Azure Data Lake

End October 2019 Microsoft announced general availability of the export to Azure Data Lake functionality  (previously called Project Athena) for CDS and Dynamics 365 (Sales, Customer Service and Field Service).



It is quite easy to setup by following the steps outlined in the announcement blog post  or the official documentation on exporting entity data to Azure Data Lake Storage Gen2 - there are however two important prerequisites:


  • The login that you use to configure the Export to Data Lake settings needs to be an owner of the Azure storage account. If you missed this step you will get an exception in the configuration wizard on the second screen.


References:

Monday, April 20, 2020

Dynamics 365 and Power Platform monthly reading list March 2020

Dynamics 365 and Power Platform - 2020 Wave 1 Topics


Topics for Dynamics 365 Business Application Platform consultants, analysts, project managers and power users

Monday, March 09, 2020

Dynamics 365 and Power Platform monthly reading list January 2020

Dynamics 365 and Power Platform - 2020 Wave 1 topics

Starting April 2020, new features in Dynamics 365 and Power Platform will be activated, but you can already try out some of the new features by enabling early access - for a full list of available features see 2020 release wave 1 features available for early access
Technical topics (Configuration, customization and extensibility)

Forms Pro Quick tip: switch between Microsoft Forms Pro and Microsoft Forms

Microsoft Forms Pro is an enterprise survey tool which leverages both Microsoft Forms and the Common Data Service (For more details see Getting started with Microsoft Forms Pro: customer feedback is the ultimate truth.)

Once you are assigned a Forms Pro license, it is not so obvious that you can still use Microsoft Forms (at least not for me) To switch between Microsoft Forms Pro and Microsoft Forms you should select your photo in the Office 365 header and then select Switch to Forms



Monday, February 03, 2020

Lessons learned about Dynamics 365 solution layering - Part 1


This is the first in a series of blog posts on Dynamics 365 solutions and solution layering in which I will cover the basics about Dynamics 365 solutions and gradually delve deeper into the mysterious world of the inner workings of Dynamics 365 solutions.

In my opinion,  based on how managed solutions and solution layering work - I think that in the majority of cases you should only use a single managed solution to avoid issues down the line. Read on to see why...


This blog post assumes that you are using managed solutions to deploy to all environments and only have unmanaged solutions in your development environment.

Dynamics 365 solutions fundamentals

If you work with Dynamics 365/CDS solutions, you should be aware of the concept of solution layering. Solution layering occurs on import of solutions when a specific component is affected by a change within one or more solution. Solution layering will determine the kind of behavior that a user will see in Dynamics 365.

The figure above shows how layering works: at the bottom, you have the standard CDS solutions on top of which you might have some first party apps installed like Dynamics 365 Sales/Customer Service etc... If you deploy custom managed solutions, they will go on top based on the order in which they are installed. Direct customizations and unmanaged solutions are always at the top but there is no real layering of unmanaged solutions - they all end up directly modifying the base behavior.

Solution layers describe the dependency chain of component from the root solution introducing it, through each solution that extends or changes the component’s behavior. Solution layers are created through extension of an existing component (taking a dependency on it) or through creation of a new component or version of a solution. So it is very important to understand that layers should be considered on a per component basis.

In April 2019, Microsoft introduced a new user interface component which visualizes the different solution layers which are impacting the behavior of a specific component - View solution layers for a component. Below is an example of the solution layers of the case form which was quite an interesting example.


Going beyond the basics

But what happens if two or more solutions define solution components differently? This article  - Introduction to solutions - conflict resolution explains the two conflict resolution strategies - Merge and Top Wins. The article is also valid for online according to Microsoft support - even though it was written for Dynamics 365 on premise and last updated in December 2017.


When importing a managed solution with the overwrite customization option, it is possible to override the "top wins" conflict resolution  but this does not apply to components which apply a “merge strategy” - for more details see Understand how managed solutions are merged

So you need to be very careful when adding components which apply a merge strategy in multiple solutions with different publishers since the merge behavior might cause unexpected side effect such as creating a separate active layer on top which would block your customization to appear to the user.

An active layer can emerge in two scenarios - a direct customization was done in the instance but it seems that it is also possible that a managed active layer is created when using only managed solutions without direct customizations in the system. This happens when managed solutions in one system, with different publishers (the Microsoft solutions count as a different publisher) are trying to update the same component. It is a defense mechanism that Microsoft has built in when there are object inconsistencies across managed solutions.

The general recommendation is that you keep the number of managed solutions with common components (e.g. forms with a different form layout) to a minimum. This will avoid merging issues across the layers.

Single solution to rule them all?


Taking into account all of the above it seems that you would opt to use a single managed solution to deploy to other environments.

Single solution approach
Pros:

  • Easier to version control
  • Avoid solution layering issues
  • Less environments needed
  • Easier to promote across environments
Cons:

  • Longer duration of solution import
  • Long list of components


I do think that a single solution might make sense in the majority of cases but there are of course exceptions to this rule.  I would recommend you to take a look at the Solution Lifecycle Management: Dynamics 365 for Customer Engagement Apps whitepaper and especially the section on solution boundaries which outlines some of other valid scenarios for having multiple solutions e.g.  the scenario where you need to deploy to multiple regional production instances with small variations with a core solution approach and on top local solutions  or the scenario where you need to release subsets of applications on different cadence/timeline.


Friday, January 31, 2020

Dynamics 365 and Power Platform monthly reading list December 2019

Technical topics (Configuration, customization and extensibility)

Topics for Dynamics 365 Business Application Platform analysts, project managers and power users

Thursday, January 16, 2020

Dynamics 365 or Power Platform New Year's resolutions

We are already 3 weeks in 2020 but there is still time for New Year's solution so choose one of the 12  potential Dynamics 365/Power Platform New Year's resolution as proposed in Episode 69 of the CRM MVP Podcast hosted by @gusgonzalez2.



I will try to take at least 10 out of 12 in 2020 so what is yours?
  1. Write a valuable blog article every week - I probably want to go for 52 blog posts this year.
  2. Deliver at least 4 webinars or  community presentations in a year
  3. Register for the Dynamics Insider program and commit to test every new release and provide feedback to Microsoft
  4. Answer 60 questions on the forums (Microsoft Dynamics Forums, CRMUG Forums, etc...) 
  5. Attend a training from a Dynamics 365/Power Platform expert that you admire or who you consider to be a top expert in the domain
  6. Create a XrmToolBox plugin 
  7. Speak at a major conference
  8. Contribute 24 tips to @crmtipoftheday by sending an e-mail to jar@crmtipoftheday.com
  9. Learn something new about Power Platform/Dynamics 365 every month - you can learn a lot by dedicating 8 hours a month on a single topic
  10. Teach something new about Power Platform/Dynamics 365 every month e.g by delivering a lunch&learn session in your company
  11. Use "new" functionality in Power Platform/Dynamics 365 at least once every month e.g. use Flow/Power Automate instead of using workflows or use the new Admin portal and solution designer
  12. Release a free solution to the community  e.g. a PCF control 

Update on Dynamics 365/CDS request limits

End of August Microsoft announced an API based limitation which is based on users and the type of licenses they have - the latest documentation is available on http://aka.ms/platformlimits  as well as PowerApps and Microsoft Flow licensing FAQs for October 2019. I would recommend regularly checking these pages as they have been updated quite a few times in the last months.

During interactions with Microsoft the last couple of months, they explained that the allocated number of API calls within the different licenses are based upon internal telemetry on the current Dynamics 365 customer base. The claim is that 95% of customers fall within the standard allocated API limits. But if you are using a lot of integrations, you might need to  re-architect part of your solution.

Listed below are the key takeaways:
  • Users with a Dynamics 365 Enterprise Application license have 20.000 API requests allocated in a 24 hour window.
  • Technical/non-interactive/application users get allocated 100.000 API requests if at least one Dynamics 365 API license is available.
  • If a user exceeds the limits the admin for the tenant/environment will receive a notification - end users will not be blocked from using the app.
  • This new licensing went into effect for new customers who on boarded after October 2019. Existing customers have a transition period until October 2020 or when their licensing contract expires. Whichever is longer. For customers with an enterprise agreement this will be the end of their EA (in most cases I know these contracts are valid for 3 years), customers on a CSP contract typically have a yearly expiration date. Reach out to your licensing partner or Microsoft for more details. 
  • The currently available statistics in the Power Platform Admin Center are still quite rudimentary but are a good starting point to assess the impact on your environment 
  • It is possible to purchase additional blocks of 10,000 daily API requests for $50 per month (For details reach out to your licensing partner)
  • Batch requests (Executemultiple) only count as 1 API call, so you can wrap a 1.000 individual calls in one ExecuteMultiple call.
References: