Author: Carl

Create Data Export Profile Failed Error with Data Export Service

When using the Data Export Service, you may run into the following error when creating a new profile: “Create Data Export Profile failed. Following tables or stored procedures or user-defined types with the destination prefix {0} already exist in the database: TABLE : dbo.AttributeMetadata,dbo.GlobalOptionSetMetadata,dbo.OptionSetMetadata,dbo.StateMetadata,dbo.StatusMetadata,dbo.TargetMetadata. TYPE : dbo.StateMetadataList,dbo.StatusMetadataList,dbo.OptionSetMetadataList,dbo.TargetMetadataList,dbo.AttributeMetadataList. PROCEDURE : dbo.UpsertAttributeMetadata,dbo.UpsertGlobalOptionSetMetadata,dbo.UpsertOptionSetMetadata,dbo.UpsertStateMetadata,dbo.UpsertStatusMetadata,dbo.UpsertTargetMetadata. . Please delete these database objects before you create the profile.” In this case, these tables already exist in the … Continue reading Create Data Export Profile Failed Error with Data Export Service

Deleting a PowerApps Environment

To delete a PowerApps environment, log into https://admin.powerapps.com/ and go to Environments, then select the environment. Click Delete: Enter the name of the environment to delete: You will see: The environment will then be deleted.  

Updating Bulk Data using the Bulk Data Updater in XrmToolbox

In this post, we will look at using the Bulk Data Updater by Jonas Rapp to update data in bulk in Dynamics 365. First, download the XrmToolbox and install the Bulk Data Updater: Open it up: You will see: Now, we can use FetchXML Builder to create a FetchXML query to retrieve the records we want to update. This is very useful to return a subset of data, ensuring we … Continue reading Updating Bulk Data using the Bulk Data Updater in XrmToolbox

How to Use Custom Status Reasons with Transitions in Dynamics 365

In this post, we will look at how to use custom status reasons and status reason transitions in Dynamics 365. Status Reason Transitions are a way to configure how Status Reasons work in the system. Let’s take a look. First, we should understand that not all entities in the system have custom status reason transitions, but they do have status reasons. For example, the account entity has a field called … Continue reading How to Use Custom Status Reasons with Transitions in Dynamics 365

Get Power BI Email Alerts for Reports and Dashboards Daily, Weekly or After Data Refresh

In Power BI, you can subscribe to reports or dashboards on a schedule or after data refresh. This is very useful if you would like to see a snapshot of the report without logging into Power BI. For example, if you want to see the leads generated each day, you can get this report sent automatically to your email. To do this, go to the report or dashboard. Click Subscribe … Continue reading Get Power BI Email Alerts for Reports and Dashboards Daily, Weekly or After Data Refresh

Dynamics 365 HTML Web Resource Example

In Dynamics 365, we can create and use HTML pages through web resources. Let’s look at how to do this. In a simple example, let’s display a Hello World from a website on the Account record. First, in Dynamics 365, go to Settings->Customizations and select either Customize the System or choose an existing Solution (or create a new one) to get to the Account form: We will select Customize the … Continue reading Dynamics 365 HTML Web Resource Example

Copying a Dynamics 365 Organization into another Org

In this post, we will look at how to copy a Dynamics 365 instance into a sandbox instance. For example, you may have a production environment with production data and customizations that you would like to copy down to a development instance. In our case, we have Contoso, which is our production organization, and Contoso DEV, our development org. We will select Contoso to copy from. You will see the … Continue reading Copying a Dynamics 365 Organization into another Org

Updating Dynamics 365 Records using Export and Import with Excel

Following on from a previous example, we can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. To do this, select the records you would like to export in Advanced Find: Export:   Open the downloaded spreadsheet and make an update to an account: Save the Excel file. Create a new Import in Dynamics 365 under Data Management->Imports: Select No to Allow Duplicates: … Continue reading Updating Dynamics 365 Records using Export and Import with Excel

How to Copy Records from One Dynamics 365 Org to Another using Export and Import

A simple way to copy data from one Dynamics 365 organization to another is to use the export and import functionality. Let’s say we have created some new accounts in the source system. We will create an advanced find to show us accounts created today so we can export them: Click Export Accounts: Export to Static Worksheet: This will download an xlsx spreadsheet. Open the file: Optionally, click on the … Continue reading How to Copy Records from One Dynamics 365 Org to Another using Export and Import

Creating a GitHub Wiki Documentation for Your Repository

In this post, we will look at how to create wiki documentation for your GitHub repository. This can be very useful to document your GitHub code. Let’s go through an example. Go to a GitHub repository, and in the menu you should see Wiki: Click Create the First Page: You should see something like below: We see the title of the page is Home, and it has some basic test. Let’s … Continue reading Creating a GitHub Wiki Documentation for Your Repository