Contains Data action using Microsoft Flow

A lot has changed in the way Dynamics 365 workflows are created and this is the first of many posts to follow. One of the most common actions that we perform on using Workflows in Dynamics 365 for Customer Engagement is to check a condition, if a record field "Contains Data" or "Does Not Contain Data", which is not available when you create the workflow using Microsoft Flow.

So the question arises, is this even possible? Yes, it is. This is how you do it - step by step.

1. Create a Built-in Condition step.
2. Add your dynamics field (like "Created On"), in the "Choose a Value" box.
3. Select the option "is equal to" in the next box.
4. In the last box "Choose a Value", select Expression
5. Type "null" in the fx (function) box, and select OK.
6. In the "If no" branch, perform your "contains data" action.
7. In the "If yes" branch, perform your "does not contain data" action.

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Field Services for Dynamics 365 On-premise

Lately I've been searching for an on-premise solution of Field Services for Dynamics 365 / CRM and this is what I found.

Download Field Services for Dynamics 365 On Premise

Customers can download the solution binaries here for Field Services for Dynamics 365 on-premise.

Install Field Services for Dynamics 365 On Premise

Follow these instructions here to install field services.

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

Understanding email marketing quotas in Microsoft Dynamics Marketing

This is my first post on Dynamics Marketing and I would like to address the quotas and limits for email marketing.

While this is critical for customers to know, let me also introduce you to the buying process and how to set up Microsoft Dynamics Marketing.

Getting on to the quotas:

For trial instance : Monthly quota is 30k emails / month and daily quota is 50 emails. (I don't know how this makes sense though because if you do the math, you can never reach the monthly quota)

For paid instance : Monthly quota in 50k emails / month and daily quota is half of your monthly quota. Which means you can send 25k emails on a day.

Additional email quota : can be bought in multiples of 10k emails / month.