How to enable modern advanced find in model-driven apps: Dynamics 365 CE (CRM)

I recently came across this new feature to enable modern advanced find in model-driven apps. Thought to share with you all.

Note: When you enable the feature, the advanced find button that you usually see on the bar top right will be gone. There will be changes in the way you access and modify personal views. If you're ready to enable this for your organization, keep reading forward.

Old Experience:

New Experience (No advanced find icon):

 

Steps to enable modern advanced find in Dynamics 365 CE (CRM)

Following are the steps:

• Go to Power Platform Admin Center
• Click on Environments.
• Select the environment and click Settings.

• Expand Product and click on Features.

• Scroll down to Advanced find options and toggle the button to On. It will take a few minutes and enable the modern advanced find in your environment.

Now the question is how to access modern advanced find?

Access modern advanced find in Dynamics 365 CE (CRM)

To access, you need to click on the global search box and below you will find this option "Search for rows in a table using advanced filters".

Click this and you will see a flyout option from the right where you can select the entity (table). Click Continue and you'll have the option to edit filters.

Now you ask, how to manage personal views? Click on the View chevron icon. This will dropdown a list of views (both system and personal) configured. Personal views are shown with a person icon. To create, set default or delete personal views, click on Manage and share views.

Hope that helps!

How to fix security role issue in Dynamics CRM 365 Online: Access Denied

End users sometimes receive error message regarding permissions like the one shown in the below screenshot. Access is denied error.

The quickest way to identify the error is to ask the user to Download Log File and forward you the file. You can easily identify the error log file and rectify the issue.

This is the log file that you see:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 62ccfada-fefa-e511-810b-1458d0431690, OwnerId: 00000000-0000-0000-0000-000000000000,  OwnerIdType: 8 and CallingUser: 1e09c053-3cb8-e511-8105-1458d0431690. ObjectTypeCode: 8, objectBusinessUnitId: 6661ae5f-f0e2-e411-80fb-c4346bac6e74, AccessRights: AppendToAccess Detail:

xmlns:i="http://www.w3.org/2001/XMLSchema-instance"
xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
1e2012e6-9057-4a0f-bae1-a5b940828e24
-2147187962
xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 62ccfada-fefa-e511-810b-1458d0431690, OwnerId: 00000000-0000-0000-0000-000000000000,  OwnerIdType: 8 and CallingUser: 1e09c053-3cb8-e511-8105-1458d0431690. ObjectTypeCode: 8, objectBusinessUnitId: 6661ae5f-f0e2-e411-80fb-c4346bac6e74, AccessRights: AppendToAccess
2017-02-16T11:14:35.7151013Z

ObjectTypeCode and AccessRights are the 2 items you need to focus on. ObjectTypeCode is the numerical representation of an entity or item. Microsoft provides you a list of ObjectType Code mapping for CRM.

In this case the code is 8 which states its a SystemUser. Which means the User entity doesn't has Access Rights of AppendTo. Enabling that would solve the issue.

But how about for custom entities, you ask?

Here is what you should be doing. For custom entities, open your browser and browse to this URL.

https://mycrmorg.crm4.dynamics.com/main.aspx?etc=11068&pagetype=entityrecord

Where etc=11068 is taken from the error log file which is the ObjectTypeCode. When you browse to this URL, the entity record page opens, which points you to the direction that this custom entity needs the AccessRight as mentioned in the error log.

I hope this helps!

How to enable interactive experience in Dynamics CRM

Microsoft Dynamics CRM 2016 and CRM Online has an interactive experience to offer. You can notice this on the notification bar at top of CRM.

To enable the interactive experience in Dynamics CRM, you can either click on Experience it now from the notification bar as shown here:

Or you can input the URL directly in your browser. The URL would be different for CRM Online or CRM (on premise).

Microsoft Dynamics CRM (on-premises) : In your browser, type //engagementhub.aspx, and then press Enter. For an Internet-facing deployment (IFD) use https://< hostname[:port]>/engagementhub.apsx.

If more than one organization is available, and you don’t specify one, the default organization will be used.

Microsoft Dynamics CRM Online : Type https://. crm#.dynamics.com/engagementhub.aspx, and press Enter.

You can always go back to the original main experience by replacing https://..../engagementhub.aspx to https://..../main.aspx

Where is my CRM online data?

Short answer, in a Microsoft datacenter located somewhere on planet earth.

Long answer, here's how you can know for sure:

• While signing up for CRM Online, you are signing up for a public cloud where your data is hosted in one of Microsoft's datacenters.
• The datacenter is determined by the region you're in. Here is a table that Microsoft has released for your reference. Courtesy Microsoft.

• This gives you an idea where your data will be hosted however, once you have provisioned your CRM online environment, your URL will clarify the region for you. See the below table for details. Courtesy Peak Engagement

• Now where is your CRM online data, really? Login to CRM online and navigate to https://.crm<4>.dynamics.com/home/home_debug.aspx
• Look for server name. The first 2 letters determine your data location.

Now I know, where my data is residing.

What's next in Dynamics CRM?

Want to know what's new in Dynamics CRM or what's in preview or in development? Microsoft makes this easy with the CRM Roadmap website.

Now keep yourself up-to-date!

Monthly bulletin on Dynamics CRM - August 2016

Here are a few things I thought are worth sharing this month:

Now you can backup and restore your CRM Online instances (for both production and sandbox). Microsoft has provided us the ability to perform backups on demand:  Backup and restore your CRM Online instance

FantasySalesTeam update 1.4.6 is now available. Microsoft has improved the process for Metric Feed. FantasySalesTeam update

Collect feedback and rate records in CRM Online and Dynamics CRM 2016. Collect feedback using the Feedback entity

New data type for CRM fields called Customer added in CRM Online. Now you can include the Customer data type in system and custom entities.

Monthly bulletin on Dynamics CRM - June 2016

Here are a few things I thought were worth sharing this month:

Microsoft has announced deprecation with Dynamics CRM Online 2016 Update 1 and Dynamics CRM 2016 Service Pack 1: Deprecation Announcement

Dynamics CRM Tip of the Day shows how you can use Agreements in Dynamics CRM Field Services: Agreements in Dynamics CRM Field Services

I wrote how you can embed Power BI tiles in Dynamics CRM: Embed Power BI tiles in CRM Online

Embed Power BI tiles on Dynamics CRM Online

Great feature that was recently included with Microsoft Dynamics CRM Online 2016 Update 1 was the ability to embed Power BI tiles on CRM dashboard.

You first need to enable Power BI feature on CRM. To do this:

Enable Power BI tile embedding for your organization in Settings > Administration > System Settings > Reporting tab > Allow Power BI tile embedding.

• Have a Power BI account and have created at least one Power BI dashboard.
• You cannot embed Power BI tiles on system dashboards.

To add a Power BI tile to a Microsoft Dynamics CRM personal dashboard, you must:

1. Go to Dashboards in CRM under Sales, Service, or Marketing.
2. Select an existing personal dashboard or click New to create one.
3. On the dashboard, click an area where you want the tile to appear, and then click Power BI Tile on the toolbar.
4. In the Add Component dialog, select the Power BI dashboard and Power BI tile that you want to display on your dashboard, and then click OK. You may be asked to sign in to Power BI to complete this step.
5. Click another area of the dashboard and repeat this step to add another Power BI tile, or other component, such as chart or list, to your dashboard.\
6. Click Save to save your dashboard.

Oh! This is so cool :)