Tag: CRM

Posted in Dynamics 365, Dynamics Portal

{Set Two Optionset value in Dynamics Portal}

Posted on by Maniraj KV

Dear All,

It’s been a while i haven’t write any post. Quite busy with office stuffs.

Currently busy working in Dynamics Portals and Dynamics 365 v9.0 with updated client API.

Here I would like to share quick tip on setting field values on Dynamics Portal. We know that lot of articles are flown in the google for get/set values. we cant find for Two options set fields in Dynamics 365/CRM.

Here is the snippet which works for it.

Two option set field is rendered as group radio button.

Hope this tip will help to save your time.

If you have any alternative approach, Please do share with me.

If you need a help, you can reach me at any time.

Posted in Dynamics 365, Dynamics CRM

Things noticed on upgrading from v8.2 to v9.0 – Part 1

Posted on by Maniraj KV

All,

Hope everyone doing great. It’s been a while. Pretty much busy in travels and new learnings.

Recently, we got requirement to upgrade from Dynamics 365 online v8.2. To v9.0 and client is using Dynamics 365 Native Mobile App heavily.

Most of them aware that few client side scripting Syntax are deprecated in v9.0.

How it will Impact if we migrate to v9.0.??

As we all know that we have typical form and Interactive form. We used to access the Interactive forms only through the interactive service hub url.

What’s the headache for the developers was need to design twice in earlier versions.

Now it’s changed in v9.0. Design once, Access traditional way or New Unified Interface aka Interactive Service Form.

As per Microsoft, new Unified Interface loads faster than the traditional one. We all know that Mobile App loads slower or takes time whenever login. It’s resolved in v9.0.

v9.0: Mobile App loads only the Unified Interface Sitemaps

Then how to define the Sitemaps as Unified Interface??

Yes, It has a property to switch between Web (traditional ) and Unified Interface.

One bottleneck in using Unified Interface is deprecated Syntax should be changed. Otherwise it will not work.

So make sure that all your client side scripts are using newer Syntax if you wish to utilize the Unified Interface feature. Otherwise it will work as usual in Web (Traditional ) after the upgrade also. But it will not work in Mobile App. As I mentioned above, Mobile app relies on Unified Interface.

If you have lot of custom ribbon buttons, that may be visible in unified interface or may not. So need to check your code and display rules.

We faced some difficulties in importing solutions to v9.0. I will keep you posted on new issues and errors on upgrade.

Highlights:

  • Native Dynamics 365 Mobile App relies on Unified Interface.
  • Unified Interface don’t like deprecated client side Syntaxes. So identify and change it before the upgrade.
  • I felt Unified Interface is not showing client side scripting errors as friendly as compared to traditional form. May be I need to see deeper.

Still we haven’t completed the upgrade. We need to update the deprecated syntaxes. Then only we can complete the activity. I will post on those.

Am writing this post through mobile. Kindly bear me, couldn’t share screenshot.

Feel free to reach out to me if you need any help on upgrade your project / consulting.

See you all in next detailed post.

Posted in Data Migration, Dynamics 365, Dynamics CRM, SSIS

Data Migration SSIS Tips – 1

Posted on by Maniraj KV

Recently we were migrating records from Source system to staging database and then to Dynamics CRM 2016 using SSIS.

Few issues are encountered while we migrating the large number of records.

Script component:

Some time we might require to use the script components because some conversion is not possible/not easy with SQL. In this case, number of columns which you processing will affect performance of the package.

How to improve ?

Avoid using the script component as much as possible

We can utilise the BDD – Balanced Data Distributor. It helps to parallelize the data flow. if you new to this, here is the link for more information (BDD – Balanced Data Distributor)

Try to use synchronised transformation. It’s better compared to Asynchronous. Ideally it’s up to the requirement. for better understanding, here is the link (Synchronous vs Asynchronous) 

Derived column:

The number of columns in derived columns also affects the performance of the package.

Then how to ?

Try not to use the derived columns as much as possible

If there is a need, we have to use. then use multiple “Derived columns” component for manipulation. Instead of doing all the manipulation in single “Derived column”. Significantly it will improve the performance

Data Conversion:

This component in SSIS which will help to convert the data type of column to another compatible data type. It’s just drag and  drop and easy to use. when you really care about the performance, then here we go. It does maintains the old column as well as converted column too.

Then how to ?

Try to do the conversion at source itself. It’s best as package don’t need to maintain the duplicate of it.

If the conversion is not possible at source, do the manipulation at staging.

Always, i prefer to have the manipulation in Stored Procedure. It really faster and it will not impact the performance as much as others.

Do share your knowledge on these..

Keep Sharing …

Posted in Data Migration, SSIS

Unable to create the type with the name ‘CRM’ (Microsoft.SqlServer.ManagedDTS)

Posted on by Maniraj KV

Case

Some cases, we will be developing the SSIS package with third party component (custom dll’s) to connect or integrate with certain applications. In that case, while deploying the packages to different server, we need to install third party component (custom dll’s) as well. Rarely we will be getting error in deploy the package.

Continue reading “Unable to create the type with the name ‘CRM’ (Microsoft.SqlServer.ManagedDTS)” →