Tuesday, March 19, 2024

D365 CE | Preferred solution in Dataverse

Interesting concept that I recently came across is to "Set your Preferred Solution" in Dataverse.

By default if you do any unmanaged customizations in PowerApps Maker, are created under the default solution. The drawback is if I add a new field, instead of using the prefix for the solution that I have created, it would use the Common Data Service Default Solution prefix (i.e., new_ or cr_).

Microsoft has now provided an option to setup your preferred solution, so any customization you perform even outside your custom solution will automatically be added under your custom solution. To do so, we need to setup the custom solution as a Preferred Solution.

Here are the steps:

  • When you login to PowerApps Maker, you can see there is an option to select the preferred solution.
  • Click on Manage or click Set preferred solution.

Set up preferred solution in Dynamics 365 CE PowerApps Maker

  • Select the solution from the dropdown or create a new solution.
select the preferred solution from the dropdown list

  • Once the preferred solution has been setup, you can test by going to the default solution and creating a new field or updating the character limit of an existing field. You will notice that the changes are automatically reflect in the preferred solution too.


Hope it helps!

Monday, March 11, 2024

How to use Power Query in Excel and connect to D365 CE (Part 1: Legacy)

Power Query is a robust tool that can be used to connect to the online services (like, Dynamics 365, SharePoint Online, Azure SQL DB, etc.) 

Below are the steps to connect to D365 CE:

  • Open Excel
  • Click Data > Get Data > From Online Services > From Dynamics 365 (online)
Get data in excel from Dynamics 365 CE
  • Go to Advanced Settings in Dynamics 365 CE.
Advanced Settings to access classic settings in D365
  • Select Customizations > Developer Resources
  • Fetch Web API URL from developer resources.
Web API URL
  • Enter in the dialog box (this is a legacy connector)
D365 Online legacy connector
  • Click Organization Account and Sign in
Sign in to connector
  • Once sign in is successful, click Connect.
  • The Navigator will show all the tables that one can use to develop pivot tables, pivot charts etc.
  • Select one or multiple tables that you want to use and transform and load the data into Excel.
Here are the steps to use the Dataverse connector.

Hope it helps!


How to use Power Query in Excel and connect to D365 CE (Part 2: Dataverse connector)

Microsoft has a released a new way to connect to Dynamics 365 via the Dataverse connector. To use the dataverse connector follow these steps:
  • Open Excel > Data > Get Data > From Power Platform > From Dataverse
Dataverse connector in Excel

  • Login using the user who has access to the data.
  • Select one or multiple tables as required.
  • Transform and Load data.
Hope it helps!

Saturday, February 17, 2024

Solved – Power Automate: Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600

We had designed a power automate flow and used the List rows action step. While running the flow, we received the below error.

BadRequest. Http request failed as there is an error: 'Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600.'.

Screenshot of the error below.

Cannot write more bytes to the buffer than the configured maximum buffer size

This happens because there is a 100 MB Message Size limits in Power Automate.

Solution

  • Allow Chunking if it is supported by the action.
Allow chunking in power automate
  • Or be specific with the columns you want to return. In the List Rows action, update the Select columns to limit the data returned.
  • Temporarily update the data in the system so that fewer rows are returned. For example, if your condition is to return all the rows where field_name does not contain data. Say this is return 5000 rows. Now update few rows with some sample data and run the flow so that it returns limited rows for processing. (This is not recommended in production, but could be a quick fix if the client agrees to it).
Hope this helps!

Wednesday, December 13, 2023

Dual-Write | Update the Delivery Address in Sales Order from D365 Sales to F&O

We have Dual-Write enabled in one of our customer sites and we are syncing sales orders from D365 Sales to D365 F&O. The issue that we were facing is, when we update the delivery address in D365 Sales, i.e., on Order form (in CE), we have a field called "Choose Ship to Address", while the address is updated on the Order form (in CE), it doesn't update the delivery address in D365 F&O Sales Order form.

Note: for the Address integration to work via dual-write, you need to enable GAB (Global Address Book) app.

After some R&D, we cracked it.

We wrote a workflow to update the Delivery Address Location ID based on the address selected in the field "Choose Ship to Address".

Note: Delivery Address Location ID is also a field on the Order form in D365 Sales. By default you can see that under the Integration tab.

D365 CE Sales Order form

Below is the screenshot of the workflow that was created. Workflow to be created on the Order table and the trigger is when Choose Ship to Address is updated.

Steps:
Condition: if Choose Ship to Address contains data
Update: Delivery Address Location ID (Order) = Location ID (Address)


I am not mentioning the Dual-Write table maps here, but we were using OOB tables maps on the Order table. In case you have updated with custom table maps, you may want to check it (in case the address is still not updating).

Hope this helps!