• How to fix the 'Could not find the entity' error in KingswaySoft SSIS

      Arpit Malhotra, 18 April 2019

      When doing a data migration using KingswaySoft, you may encounter the following error upon migrating activities where ‘mag_entityname’ is the Entity you are migrating: “System.Exception: An error has occurred when retrieving metadata for CRM entity 'mag_entityname': CRM service call returned an err

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    • OptionSet Mapping in KingswaySoft SSIS

      Arpit Malhotra, 16 April 2019

      Mapping CRM OptionSets is fairly simple when migrating data using KingswaySoft SSIS. It allows you to either map the options using the optionset value or using the optionset name. However, things may become complex if your source and the destination system have optionsets with different value and di

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    • Canvas and Model Driven Apps in Microsoft PowerApps

      Arpit Malhotra, 13 August 2018

      With the PowerApps platform, you can use both canvas and model-driven apps to build applications that can help you solve your business problems around manual tasks, role-specific scenarios and consequently, helping you to infuse digital transformation to your manual and outdated process.If you’re de

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    • How to Fix a Failed to Upgrade Async Operation Records Error

      Arpit Malhotra, 29 June 2018

      Recently, while working on an upgrade from Microsoft Dynamics CRM 4.0 to Dynamics 365, I came across the below error while importing the CRM 4.0 organization database into CRM 2011: The error was resolved by obtaining the errored GUIDs of the workflow instances (system jobs) from the MSCRM error lo

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    • Unexpected Error on Exporting a Dynamics CRM Solution

      Arpit Malhotra, 26 June 2018

      When implementing a Microsoft Dynamics CRM upgrade from on-premise to online, you may encounter unexpected business process errors when exporting an already upgraded CRM solution to import into Dynamics 365 online. The error dialog box won't provide you any log file or any trace of the broken item.

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    • Connect PowerApps to an Excel Sheet

      Arpit Malhotra, 28 May 2018

      In this article, we will explore the creation of a phone app using Microsoft PowerApps, connecting to an Excel file hosted in OneDrive. Step 1: Login to your organization’s Power Apps and click New > OneDrive for Business and choose Phone Layout. Step 2: Create a new connection by logging into

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    • Displaying Entity Forms Inside Microsoft Dynamics 365 Portal

      Arpit Malhotra, 12 March 2018

      Microsoft Dynamics 365 lets you display the entity forms within your Dynamics 365 Portal (previously owned by ADX Portals). It empowers users to store information from the portal form directly into CRM. It’s a user-friendly interface that allows you to collect data from the portal without having to

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    • Calling the Progress Indicator in Microsoft Dynamics 365

      Arpit Malhotra, 27 February 2018

      One of the great features in the release of Dynamics 365 was out of the box functionality to display the progress indicator on the form. It’s most beneficial in cases where users have to wait for the data to load or for the long-running process to complete. It may also be used to prevent users from

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    • Argument Null Exception When Connect Online to Microsoft Dynamics 365

      Arpit Malhotra, 02 November 2017

      One of our clients recently encountered a ‘System.ArgumentNullException’ when trying to connect to their Microsoft Dynamics 365 online instance through a console application from the Windows 2012 Server. It complained about parameter name as identityProvider as illustrated in the below screenshot.

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    • How to Setup Relevance Search in Microsoft Dynamics 365

      Arpit Malhotra, 13 October 2017

      Microsoft Dynamics 365 search results can be enhanced by using Relevance Search feature that can bring the results faster in a single list sorted by relevance. This feature can be enabled by following the below steps by an Administrator or a System Customizer: Step 1:  In Dynamics 365 go to Set

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    • How to Manage, Troubleshoot and Monitor Dynamics 365 Using Microsoft Flows

      Arpit Malhotra, 12 October 2017

      Microsoft Flows offers a great deal in not only automating your basic business requirements in Microsoft Dynamics 365 but also managing them very efficiently in your PC or with the Microsoft Flows iOS or Android mobile app. This blog covers a few tips which could help you in operating your flows fo

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    • A Quick Overview of Relevance Search in Microsoft Dynamics 365

      Arpit Malhotra, 10 October 2017

      Relevance Search is a great feature that helps you perform a global search in Microsoft Dynamics 365 Online, similar to Google search. The search can be performed on multiple entities without building any search queries. The search data is sorted by relevance in a single list upon its return. It ca

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    • How to Configure Relationship Analytics Cards in Dynamics 365

      Arpit Malhotra, 02 October 2017

      One of the suite of the Relationship Insights is a Relationship Assistant which keeps you updated with the upcoming activity or the task in Microsoft Dynamics 365. It continuously analyses your customer’s communication data in Dynamics 365 and from the Microsoft Exchange. It additionally provides r

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    • Environment Permission Error on Dynamics 365 Plug-in Execution

      Arpit Malhotra, 22 September 2017

      Recently I bumped into the below error while executing a custom plug-in in Microsoft Dynamics 365. This plug-in was using a NetworkCredential class to authenticate a SOAP request. On scrutinizing the problem, it was realized that the error was thrown due to the plug-in being registered in the Sandb

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    • What To Do With a Dynamics 365 Lookup OnChange Event Error

      Arpit Malhotra, 06 September 2017

      I recently came across an odd JavaScript error for the onChange event of a lookup field in Dynamics 365. Apparently, removing the lookup item from the field works fine if it’s being removed directly from the form, however, when removing it from the ‘Look Up Record’ dialog box (see below), a JavaScri

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