Admin & Automation Tips
-
If you need to create a record with a specific Id then you can do this with XrmToolBox, if you can’t use that on your environment, or you want to save having to open the toolbox then you can try the below options. Pasting JavaScript into the console edit the below snippet, press F12 and…
-
We can use invoke an HTTP request to get the Dataverse Id of a record via an OData query, e.g. for the cm_outdooractivities table find the record where cm_sqlid eq 1 cm_sqlid is actually defined as an alternate key so we can also use: Retrieve the id via the below in the compose action:
-
Here are some useful applications of Power Automate’s Azure Devops Work Item actions. For ones where you use the find example HTTP body requests for other tasks here: https://learn.microsoft.com/en-us/rest/api/azure/devops/wit/work-items/update?view=azure-devops-rest-7.1&tabs=HTTP#examples 1 Create a work item and set custom fields A Work item can be created as below, to set custom fields you can add the Other…
-
This post builds on this blog which talks about using the SQL CDS tool to search for Power Automate Flows that modify a specific Dataverse column In this post we look at interrogating the Power Automate Flow definitions to investigate bugs/changes, and also accessing the Flow’s cliendata property in scenarios were organizations don’t allow you…
-
To locate a flow run when investigating a failed process you need to navigate to this page and keep clicking the button at the bottom of the page to show more records until you find the time that you want. In the situation that you know what day/time that the process failed roughly this can…
-
Some Dynamics 365 settings need to be done via the Org DB settings, there is a managed solution that can be installed below to provide a user interface to do this: https://github.com/seanmcne/OrgDbOrgSettings More docs here https://learn.microsoft.com/en-us/power-platform/admin/orgdborgsettings Some settings I’ve found useful Org DB setting Effect Link to documentation AutoTrackSentFolderItems Governs whether emails sent out by…
-
If you need to do an update to a record but the column/field is either locked or not on the form then you can use the Xrm.Page JavaScript approach to update the record. There is an article by Carl de Souza with the syntax for the JavaScript to update a record here https://carldesouza.com/update-a-record-using-xrm-webapi/ If you…
-
If you can’t install browser extensions like Level Up due to organizational policies, an alternative is to paste in the JavaScript expressions for tasks done by those extensions into the developer console. An even better approach is to use bookmarklets with the Chrome browser. This then gives us a bookmark that runs the JavaScript expression…
-
In Dynamics 365, when you click ‘Edit security roles’ in the BPF user interface it doesn’t show you which security roles are enabled To get the user interface to view or edit the security roles attached to a Business Process Flow (BPF), you need to manually construct the URL in a specific format. Here’s how…
-
When Level Up isn’t installed… you are. These expressions can be pasted into the browser developer console if you are unable to use browser extensions such as Level Up. Access the web browser console via F12 for Edge. Purpose Snippet Show the schema / logical name for columns/fields on the form Xrm.Page.data.entity.attributes.forEach(function (attribute, index) {let…