Looking for an unknown underlying process

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Posted on by fsuarezoedt

We have D365 since 2017. At that moment we payed to an external firm to create the system and they are out of business.

When the initial setup was created they configured a way to automatically assign a counter in a field so all opportunities can use that field as key.

The actual value is stored in a table.

Now we want to get rid of that old way and use the automatic counter fields that D365 provides. But since we can't find where is the system doing this, we can't disable it.

Right now the process is acting automatically, no matter if the opportunity is created from a Dynamics App or from a Power Automate flow. We can see in the logs the moment when the field is changed and it seems to be associated to other (unimportant) change in other field (maybe it's used as a trigger?).

As you can see in the logs:

At 1, the opportunity is created.
Then some process change a couple of fields (not important for this counter).
At 2, something changes the "Error de precios" from "Ninguno" to "Falta el nivel de precio".
At 3, something changes the "Error de precios" again and sets the "Acción de venta" (this is what we are trying to disable).

Judging from the timing, this is a very fast process. It is not done using flows. And we can't find any script doing this, unless is stored somewhere else.

We tried looking at the table where the sequence is stored, and looked for dependencies, but we couldn't find any process that can do this.

Can any of you help us find the process please?

Regards,

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fsuarezoedt 16 on at

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Looking for an unknown underlying process

Yes! Yes! Yes! That's it!

I've used JetBrains dotPeek and this is the culprint of my actual problems.

I can't thank you enough for what you did for us!

Our lives will be a lot easier now.

Best,

FSO
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Jonas "Jones" Melgaard 1,983 on at

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Looking for an unknown underlying process

It's located on the Power Platform server as a .Net assembly (.DLL file).

There is no code as such, since it's a binary file that got compile from source code and uploaded to the server; You will have to decompile the assembly and reverse engineer it. I recently had to do this to a CRM system...

You can use the Assembly Recovery Tool · XrmToolBox to get the .DLL file. The decompilation tho might be a bit out of context of this thread, unfortunately.

If you are lucky you might be able to find the source code, now you know the name of the plugin.

There are trace logs. If you are lucky your former vendor might have added trace messages.

Logging and tracing (Microsoft Dataverse) - Power Apps | Microsoft Learn

How to enable the Dynamics 365 Plugin Tracing
fsuarezoedt 16 on at

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Looking for an unknown underlying process

Silly my, I have to put my glasses when using this big 4k monitor 🫣

Yes, EDT is our initials!

Now, where is this located? How can I look at the "code" (if there's any), logs, activity or whatever?
Jonas "Jones" Melgaard 1,983 on at

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Thanks!

You actually have one more than I do. I wonder if EDTCRM is related to your former partner?
fsuarezoedt 16 on at

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Jonas, you reeeeaally rock!

But unfortunately, it seems that I don't have any. I got the same as you

So, it should be somewhere else.
I tried looking for some logs when the opportunity is created, but they start after the index is created, so I can't go any further from there, at least not in that view.

I also tried looking at the Sequences table to see if there's any object that relies on it, to no avail.

This is driving me nuts!
Jonas "Jones" Melgaard 1,983 on at

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It's a bit finicky, and is normally a pro-developer activity. But IMHO this is the most user friendly approach.

Download and install XrmToolbox: https://www.xrmtoolbox.com/

This is a collection of tools that makes the life a lot easier for D365 admins.

At the start page, under "Quick actions", click on "Open tool library", and download the tool called "Plugin Registration"

Open the installed tool under the tool "Tools" tab. XrmToolbox should now prompt you to connect to an environment, and guide you on how to create a connection. Use "Microsoft login control".

These parameters confuses the tool the least - Do change the region of your environment if needed.

You should now get a view that looks like this, select "View" and "Display by Entity"

Find the "Opportunity" entity, and identify any steps that look customized or deviates from my screen shot. You can now (In the sandbox please (-:) try to Disable it and see if the functionality changes

Hope it makes sense, otherwise let me know.
fsuarezoedt 16 on at

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Looking for an unknown underlying process

It well may be the plugin.

Any clues where to find it? Or where can I learn about it?

Thanks a million times!
Jonas "Jones" Melgaard 1,983 on at

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If you've reviewed the workflows and haven't identified one, you may be facing a scenario where it's an asynchronous Dataverse plugin developed by your former partner, which can be a bit more complex to investigate.
Jonas "Jones" Melgaard 1,983 on at

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Yes, you need to look at the category workflows. You can sort by category.
The naming of the workflow does not always correlate to functionality (Don't ask me how I know 😀).

This is what it looks like when you click on a workflow, an example from one of my CRM environments where I update a field upon creation and update of certain fields.
fsuarezoedt 16 on at

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No, this is not on-premises. It's a regular cloud-based D365.

I've tried in my Sandbox and got the same result

The link you sent me took me to My Processes, but from there I managed to go to the Activated Processes as you screenshoted. Is that the place you think I should be looking under what category? I looked a bunch of them, but can't find any item that can be doing this sequencial numbering...