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When working with historical or test data in Dynamics 365 Field Service, we often come across the need to clean up old Work Orders and their related records. While it might seem straightforward to just delete the Work Order, there are quite a few ...
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Recently, we had a requirement to track the Current and Previous contracts for a Contact in our Dataverse environment. To achieve this, we created two separate N:1 relationships between the Contact and Contract tables So far, so good. Soon after, ...
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Recently, while testing in UAT, we ran into a plugin-related issue that wasn’t reproducible in Dev. After investigating, we discovered the root cause: one of the plugin step images was missing an attribute in UAT. This wasn’t immediately obvious a...
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In some business scenarios, we might need to update the Business Process Flow (BPF) stage of a record during an Excel import — especially during data migration or bulk record manipulation. In this blog post, we’ll walk through how to set a desired...
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Recently while trying to import the product records in our Dynamics 365 Sales, we got the below error – “The Default Unit is not a member of the specified Unit Group” We were providing the correct UoM Group and Default UoM in our Excel file to be ...
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While trying to delete a custom public view (Test View) in Dataverse, we encountered the following error: “The SavedQuery() component cannot be deleted because it is referenced by 1 other component. For a list of referenced components, use t...
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Recently while trying to set Bookable Resource Booking record’s status as completed or trying to change Settings >> General >> Field Service Settings >> Time Entry, we were getting below error We can see the Dynamics 365 Project Service Installati...
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Had written a post on deleting the elastic table record earlier – How to Delete Elastic Table Records in Dataverse (SDK). We need to pass the partitionid value through an alternate key to delete the elastic table records. We will have the alternat...
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Double Opt-In is a two-step process for email subscription: This process ensures that the person who signed up wants to hear from us—and that the email address is valid. Enable the Double Opt-In Feature Below is how we can enable it in Dynamics 36...