Office 365 and Dynamics 365 Data Center Locations

To view where Office 365 and Dynamics 365 Data Centers are located, go to http://o365datacentermap.azurewebsites.net/: Select your region, for example, North America: Note there is an updated link to¬†https://products.office.com/en-US/where-is-your-data-located?ms.officeurl=datamaps&geo=All: Select your location or Geo: For the US:  

Calling a Dynamics 365 Action from JavaScript using Xrm.WebApi.online.execute

In this post, we will continue with our example of calling a Dynamics 365 action from JavaScript, this time using the Xrm.WebApi. In the previous example, on saving a case, we would call an action to send an email to a developer if the title of the case contained the word “bug”. The action would accept 2 inputs, a “to” user and a “from” user to send the email to … Continue reading Calling a Dynamics 365 Action from JavaScript using Xrm.WebApi.online.execute

Forcing Unified Interface Only Client in Dynamics 365

In Dynamics 365, there are applications running on the legacy Web Client and those running on the Unified Interface (or Unified Client Interface). There is a way to default users to only run apps on the Unified Interface. To do this, go to System Settings and find the setting Use the new Unified Interface only (recommended): Now, when you go to your Dynamics 365 url, you will see a list … Continue reading Forcing Unified Interface Only Client in Dynamics 365

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

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

How to Embed a Canvas App in a Model Driven App in PowerApps

In PowerApps, there are 2 types of apps, Canvas Apps and Model Driven Apps. If you are new to PowerApps, you can learn more about the differences here. In short, Canvas Apps are designed to build a flexible user interface that connects to various data sources easily, whereas model driven apps are designed with an out of the box business model that you can easily extend and integrate. In this … Continue reading How to Embed a Canvas App in a Model Driven App in PowerApps

Understanding Intersect Entities and N:N Relationships in Dynamics 365

In Dynamics 365, there are 3 different types of relationships: one to many (1:N) many to one (N:1) many to many (N:N) When a many to many relationship is created by using the standard method of clicking “New Many to Many Relationship”, an “intersect” entity is created that allows for the relationship to exist. An out of the box example of a many to many relationship is systemuserroles, which maps … Continue reading Understanding Intersect Entities and N:N Relationships in Dynamics 365

Enabling Hybrid Experience for Missing Functionality in Unified Interface in Dynamics 365

In the Dynamics 365 Unified Interface, certain pieces of functionality are currently not available that exist in the legacy web client. These include (at the time of writing): Advanced Find Bulk Delete Merge Records Record Sharing Set Personal Options For example, in the web client, we can see the Advanced Find icon: Which opens Advanced Find: If we open Customer Service Hub, which uses the Unified Interface, we do not … Continue reading Enabling Hybrid Experience for Missing Functionality in Unified Interface in Dynamics 365