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Favorite your Actions and Connectors for quick retrieval in Cloud Flows (Power Automate)

With this new update in Power Automate, it’s now easier for us to find and use the actions and connectors we need. We can also quickly access tools and AI features while building flows. This helps save time and makes the flow-building experience smoother. Here is a screenshot of the new connector and action pane in Power Automate, below we have added Dataverse connector and some of its action as…

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How We Reclaimed Storage from the WebResourceBase Table in Dataverse

While reviewing our Dataverse environment’s storage usage, we noticed something surprising—over 13 GB of our file capacity was being consumed by the WebResourceBase table alone. This table typically stores JavaScript files, HTML web resources, images, and other files tied to customizations in Dynamics 365. However, the volume was unexpectedly high, prompting us to investigate further. We started…

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Step-by-Step: Deleting Work Orders (Dynamics 365 Field Service)

When working with historical or test data in Dynamics 365 Field Service, we often come across the need to clean up old Work Orders and their related records. While it might seem straightforward to just delete the Work Order, there are quite a few interdependent entities and plugin validations that can make this task tricky. We wanted to delete all msdyn_workorder records created before a certain…

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Handling Unexpected Lookup Auto-Population in Quick Create Forms (Dynamics 365)

Recently, we had a requirement to track the Current and Previous contracts for a Contact in our Dataverse environment. To achieve this, we created two separate N:1 relationships between the Contact and Contract tables custom_currentcontractid → Contact’s Current Contract custom_previouscontractid → Contact’s Previous Contract So far, so good. Soon after, we noticed a strange issue: “When…

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Compare Plugin Steps and Images Across Environments in Dynamics 365

Recently, while testing in UAT, we ran into a plugin-related issue that wasn’t reproducible in Dev. After investigating, we discovered the root cause: one of the plugin step images was missing an attribute in UAT. This wasn’t immediately obvious and not something we’d catch in a standard deployment check. Manually inspecting each plugin step image across environments would be tedious and…

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Update Business Process Flow Stage using Excel Import with Power Automate – Dataverse / Dynamics 365

In some business scenarios, we might need to update the Business Process Flow (BPF) stage of a record during an Excel import — especially during data migration or bulk record manipulation. In this blog post, we’ll walk through how to set a desired BPF stage (based on the stage name) and automatically move the record to that stage using Power Automate. We’re working with a custom Dataverse table…

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Fixed - The Default Unit is not a member of the specified Unit Group error in Dynamics 365 / Dataverse

Recently while trying to import the product records in our Dynamics 365 Sales, we got the below error – “The Default Unit is not a member of the specified Unit Group” We were providing the correct UoM Group and Default UoM in our Excel file to be imported. After some troubleshooting, we realized that we had 2 units with the same name “Primary Unit”, because of which the system was not able to…

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Failed to delete View (View Name). Object dependencies exist, please review before deleting error in Dataverse

While trying to delete a custom public view (Test View) in Dataverse, we encountered the following error: “The SavedQuery(<GUID>) component cannot be deleted because it is referenced by 1 other component. For a list of referenced components, use the RetrieveDependenciesForDeleteRequest.” This usually means that the view we’re trying to delete is still being referenced somewhere else in our…

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Fixed - Field Service Time Entry functionality is not available. The installed version of Project Service Automation is not compatible with the installed version of Field Service. Please upgrade Project Service Automation to use Field Service Time Entry functionality.

Recently while trying to set Bookable Resource Booking record’s status as completed or trying to change Settings >> General >> Field Service Settings >> Time Entry, we were getting below error We can see the Dynamics 365 Project Service Installation Failed and on retrying the installation it was giving below error. The fix that worked here was to install the Project Operations. Hope it helps..

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Deleting Elastic Table Records in Dataverse Using Alternate Key in SSIS (KingswaySoft)

Had written a post on deleting the elastic table record earlier – How to Delete Elastic Table Records in Dataverse (SDK). We need to pass the partitionid value through an alternate key to delete the elastic table records. We will have the alternate key auto-created by the system when we create an elastic table. Earlier specifying an Alternate Key was not possible for the Delete action in the CDS…

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Step-by-Step: Configure Double Opt-In in Dynamics 365 Customer Insights – Journey (Real Time Marketing)

Double Opt-In is a two-step process for email subscription: The contact fills out a subscription form (initial opt-in). They receive an email with a confirmation link. Only after clicking that link is their subscription considered confirmed (final opt-in). This process ensures that the person who signed up wants to hear from us—and that the email address is valid. Enable the Double Opt-In…

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Use Security Roles to manage access to views (preview)– Dataverse / Dynamics 365

Sometimes, we might create a new view for a table, and not everyone in our organization needs to see it — or maybe, only a specific team should have access to the existing views, now we can achieve it through security roles. This feature is governed by the EnableRoleBasedSystemViews property, which we can manage through the OrganizationSettingsEditor tool. Download and install the managed…

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Using gridContext.refreshRibbon() to Dynamically Show/Hide a Subgrid Ribbon Button - Dynamics 365 / Dataverse

In Dynamics 365 / Dataverse, sometimes we want to show or hide a ribbon button based on a form field value. But when the button is on a subgrid, it does not refresh automatically when a field changes on the form. We can handle this requirement using gridContext.refreshRibbon(). It is a small but very useful method that helps to refresh the subgrid ribbon without saving or reloading the…

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Using External Value property of Choice / Option Set Field for Integration – Dynamics 365 / Dataverse

When working with Choice fields (Option Sets) in Dataverse, we mostly use the label and internal numeric value. But there’s also a lesser-known property — External Value — which can be quite handy, especially in integration scenarios. Below is the Priority column of the case table. We have Severe, Moderate, and Minor external values specified for High, Normal, and Low choices respectively.…

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Fixed - Could not find an implementation of the query pattern for source type. ‘Where’ not found (LINQ, Dataverse)

While working on a LINQ query using early-bound classes in a Dynamics 365 plugin, we encountered a familiar error. “Could not find an implementation of the query pattern for source type. ‘Where’ not found” At a glance, everything looked fine. The query was syntactically correct, and the early-bound class was generated properly. After spending some time, we realized that the error message…

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Updating Records Without Triggering Plugins – Bypassing Plugin Execution in Dynamics 365 / Dataverse using C#

Recently, we had to write a small utility—a console application—that would go and update a bunch of existing records in our Dynamics 365 environment. However, we didn’t want any of my custom plugins to trigger during this update. Because the updates were internal, more like data correction / cleanup, and had nothing to do with business rules or processes enforced via plugins. Triggering them…

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Understanding the Hidden Property for Choice Datatype in Dataverse / Dynamics 365

Dataverse provides a flexible way to manage data through choice (option set) fields. One of the newer enhancements is the Hidden property, which allows administrators to hide specific choice values from selection while retaining them in the system. To see it in action, Navigate to Dataverse Table Designer in the Power Apps Maker Portal, and select the Choice (Option Set) field. Here we have…