Category: D365 Online

Update user personal settings Automatically easily when a new user gets added to Dynamics 365 Environments

Hi Folks,

In the Dynamics 365 world, it’s all about efficiently handling the user requests. Whenever you add any user to the environment, the system will update the default personal settings for the user. Maybe you could have some processes in your system which is dependent on the user time zone. So, setting the time zone is very important. It is tedious to update the personal settings manually going to the user profile and updating it manually every time.

In case you want to do it for all users at one time during initial setup, you can follow my blog post Update Model Driven App Personal Settings from XrmToolBox.

Of course, you have a wonderful tool in XrmToolBox from which we will be able to set the User Personal Settings in bulk so that we can update to all the users in one go. What if we want to automate this process, i.e. whenever you add a new user to the Dynamics 365 environment, you want to set that person time zone automatically without any manual intervention.

There you go…this post is for you then…you can do it simply using Plugin or Power Automate. In this blog post, we will see how we can utilize the Plugin as it is more effective approach.

You need to write a Plugin on Associate Message.

Just use this piece of code to set Personal settings…

using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.Sdk.Messages;
namespace Ecellors_Demo
{
public class Demo : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the tracing service
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Relationship"))
{
var relationshipName = context.InputParameters["Relationship"].ToString();
try
{
if (relationshipName != "systemuserroles_association.")
{
return;
}
if (context.MessageName == "Associate")
{
//logic when role added
var updateUserSettingsRequest = new UpdateUserSettingsSystemUserRequest();
updateUserSettingsRequest.Settings = new Entity("usersettings");
updateUserSettingsRequest.UserId = context.UserId;
updateUserSettingsRequest.Settings.Attributes["timezonecode"] = 215;//Singapore timezone
service.Execute(updateUserSettingsRequest);
}
if (context.MessageName == "Disassociate")
{
//logic when role removed
var updateUserSettingsRequest = new UpdateUserSettingsSystemUserRequest();
updateUserSettingsRequest.Settings = new Entity("usersettings");
updateUserSettingsRequest.UserId = context.UserId;
updateUserSettingsRequest.Settings.Attributes["timezonecode"] = 0;//UTC timezone
service.Execute(updateUserSettingsRequest);
}
else
{
return;
}
}
catch (FaultException<OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in UserSettingsPlugin.", ex);
}
catch (Exception ex)
{
tracingService.Trace("UserSettingsPlugin: {0}", ex.ToString());
throw;
}
}
}
}
}
view raw Setting Personal Settings from Plugin hosted with ❤ by GitHub

Update the personal settings as per your needs in this request. You can find all the attributes of the user settings table by using Fetch Xml Builder easily.

Hope this helps someone.

Cheers,

PMDY

Debug Plugins with Dataverse Browser – Quick Recap

Hi Folks,

This post is for all who are working on D365 Model Driven Apps and mainly Plugins.

Yes, you saw it right, in this blog post, we will see how can debug plugin without using our favorite plugin profiler which is very widely used from quite some time by everyone working on Plugins for Dynamics 365. All this is done by a tool called Dataverse Browser, which is not yet on XrmToolBox. Please note that there were some limitations as detailed in limitation section below.

Here are 3 simple steps to follow..

  1. Install Dataverse Browser
  2. Attach the Debugger
  3. Run your actual operation.
  4. Step into your code and debug it.

The tool embeds a web browser based on Chromium. It works by translating the Web API requests to SDK requests. Then it analyzes if plugin steps are registered on the message and it loads them, make them run locally. All other requests are sent to the Dataverse, so that the plugins are interacting with the real database.

Download the latest source code of Dataverse browser here.

Next extract the zip file downloaded as highlighted below

Extract the zip file downloaded, open Dataverse.Browser Application as highlighted below.

In the popup window, click on More info as highlighted below…

Then run the application anyway…you will be presented with a window where you can select the environment. Going forward, any time you want to open Dataverse browser, just open the Dataverse.Browser.exe and choose the environment as below.

Click on New, enter the details as above and key in the details.

  • Enter the settings of your environment:
    • A name meaningful for you
    • The host name of your instance (without the https://)
    • The path to the plugins assembly file (the dll). For a better experience, it should be compiled in debug mode with the pdb file generated.

Then click Go.

You just need to Authenticate to your instance.

Once Authenticated to the respective model driven apps, all the Web API requests sent to Dataverse will be shown as below.

I have following Plugin Libraries registered.

Next step is to choose the instance and perform the respective operation which triggers the Plugin. So, in here, I will perform an update to the Account entity from the Dataverse Browser which triggers the Plugin.

Once an update is performed, a Web API request gets recorded in the Dataverse browser as highlighted below.

Since the Plugin is in Post Operation, i.e. Stage number is 40

Just expand the Patch Request, you should see two operations on 30, 40, but area of interest here is for the Plugin which was registered on stage 40.

Make sure you open the Visual Studio and perform the below steps from Dataverse Browser.

Attach the debugger from Dataverse Browser by clicking on the Plug Symbol as below which will show the list of debugger options available for you to select from. Here I have selected Execute Plugins, plugin will be invoked. You can either select any of the three options as presented below.

1.Do not execute plugins – recommended when you want to debug without actually triggering your plugin logic. i.e. With this approach even you can check the code in Production environment.

2. Execute plugins/Execute plugins with auto break – recommended when you want to debug by triggering your actual plugin, this is recommended in case your plugin code had changed recently and in Development environments.

Just select Ecellors Demo – Microsoft Visual Studio: Visual Studio Professional 2022 version which will launch an existing Visual studio 2022 as below in break mode. Next click on Continue as highlighted below or press Click F5 on your keyboard.

This shows you that the debugger has been attached when you navigate to Dataverse Browser asking you to place your breakpoints.

Now just place breakpoints in your code in Visual Studio. Just go back to Dataverse Browser and click on Ok on the Diaglog box.

Perform the operation which triggers the Plugin from Dataverse Browser itself, this will hit the break point in Visual Studio from where you can debug your plugin.

As you might have observed, your code need not throw exception in order to debug, you could do similarly to the way you would debug using Profiler. But here just that you don’t need to deploy the latest code to the Dataverse just for debugging purpose.

This gives a lot more flexibility eases the way you debug plugins.

Limitions:

  • There is no support for transactions.
  • When plugins are triggered because of a server-side operation, they will not be run locally.
  • For many reasons, behavior will never be perfectly similar to the one when plugins are executed on server side.

Happy debugging, I hope you found this post useful…

References:

Dataverse Dev Browser

Cheers,

PMDY