"Invalid operation performed" on Merging Account/Contact Record in MSCRM/Dataverse

Introduction:

        In this blog, we will explore how to resolve the Account/Contact merge issue in Microsoft Dynamics CRM / Dataverse. We will identify the possible causes behind the error "Invalid operation performed", analyze the troubleshooting steps, and provide solutions to successfully merge records without issues.

Steps to Resolve the Account/Contact Merge Issue in CRM/Dataverse:

1. Navigate to your CRM/Dataverse environment.

2. In this case, selecting Account to merge records.

3. Open the Model-Driven App where the account records are located.

4. Select two records to be merged.

5. 

   
   
   

6. Click Merge on the Home Page.

7. During the merging process, the issue occurs.

8. 
   
   
   

9. Upon checking the error in the Console, the following error is displayed.

10. 
    
    
    

Solution to Fix the Issue:

Follow the steps below to resolve the error:

1. Go to https://admin.powerplatform.microsoft.com

2. Select Environments.

3. 
   
   
   

4. Open the environment where the error is occurring.

5. Click Settings.

6. 
   
   
   

7. Search for Privacy + Security.

8. Under Allowed MIME Types, enter application/json.

9. 
   
   
   

10. Click Save to apply the changes.

Conclusion:

By following the steps outlined above, you can successfully resolve the "Invalid operation performed" error when merging Account/Contact records in Microsoft Dynamics CRM / Dataverse. Ensuring that the correct MIME type (application/json) is allowed in Privacy + Security settings can help prevent this issue from occurring. Proper configuration and understanding of system settings are key to seamless data management within the platform.

 

Day 23: Creating New Records Programmatically with JavaScript in Dataverse / MSCRM

In this Blog, we will see how to Create New Records Programmatically with JavaScript in Dataverse / MSCRM

var record = {};
record.bosch_dayname = "Name of the Record"; // Text

Xrm.WebApi.createRecord("bosch_day", record).then(
	function success(result) {
		var newId = result.id;
		console.log(newId);
	},
	function(error) {
		console.log(error.message);
	} );

You can pass different parameter based in the "record" to create with field values

How to Retrieve Records using FETCHXML using JavaScript in MSCRM or Dataverse

In this blog we will see how to How to Retrieve Records using FETCHXML using JavaScript in MSCRM or Dataverse

1. Prepare FetchXML ( Login to CRM or Dataverse then Go to Advance Find and Frame your Query and Download the FetchXML)

2. Consider am retrieving All Accounts

function retriveRecordusingFetchXML() {
    var fetchXml = `
<fetch>
  <entity name="account">
    <attribute name="accountid" />
    <attribute name="name" />
  </entity>
</fetch>`;

    var encodedFetchXML = encodeURIComponent(fetchXml);
    var fetchXmlRequest = "?fetchXml=" + encodedFetchXML;
    Xrm.WebApi.retrieveMultipleRecords("account", fetchXmlRequest).then(
        function success(result) {
            for (const record of result.entities) {
                var name = record.name;
            }
        },
        function (error) {
            var alertMessage = { text: error.message };
            Xrm.Navigation.openAlertDialog(alertMessage, null);
        }
    );
}

Use the Above Code to retrieve Record 

you can change the FetchXML based on your requirement.

Day 22: Fetching Records with Xrm.WebApi.retrieveRecord in Dataverse / MSCRM

 In this Blog we will see how to Use Xrm.WebApi.retrieveRecord in Dataverse / MSCRM

Video for your Reference: https://youtu.be/9QHxNtClV-4?si=1vM2lViCY9XngIXW

function retreiveRecord(executionContext) {
    var formContext = executionContext.getFormContext();
    var getCurrentRecordid = formContext.data.entity.getId();
    getCurrentRecordid = getCurrentRecordid.replace("{", "").replace("}", "");
    Xrm.WebApi.retrieveRecord("TABLENAME", getCurrentRecordid , "?$select=fieldname1,fieldname2").then(
        function success(result) {
            console.log(result);
            // Columns
            var bosch_dayid = result["fieldname1"]; 
            var bosch_dayname = result["fieldname2"]; 
        },
        function (error) {
            console.log(error.message);
        }
    );
}

Day 11 - Customizing Option Sets Dropdown Fields with JavaScript

 In this Blog, we will see how to Customizing Option Sets Dropdown Fields with JavaScript

label1 = formContext.getAttribute("bosch_optionsetvalues").getOption(377870000);
    label2 = formContext.getAttribute("bosch_optionsetvalues").getOption(377870001);
    label3 = formContext.getAttribute("bosch_optionsetvalues").getOption(377870002);
    label4 = formContext.getAttribute("bosch_optionsetvalues").getOption(377870003);
    label5 = formContext.getAttribute("bosch_optionsetvalues").getOption(377870004);
    label6 = formContext.getAttribute("bosch_optionsetvalues").getOption(377870005);
    formContext.getControl("bosch_optionsetvalues").removeOption(377870000);
    formContext.getControl("bosch_optionsetvalues").removeOption(377870001);
    formContext.getControl("bosch_optionsetvalues").removeOption(377870002);
    formContext.getControl("bosch_optionsetvalues").removeOption(377870003);
    formContext.getControl("bosch_optionsetvalues").removeOption(377870004);
    formContext.getControl("bosch_optionsetvalues").removeOption(377870005);


        formContext.getControl("bosch_optionsetvalues").addOption(label1);
        formContext.getControl("bosch_optionsetvalues").addOption(label2);
        formContext.getControl("bosch_optionsetvalues").addOption(label3);

YoutTube

Day 10 - Using JavaScript to Set Field Requirements Dynamically - JavaScript in MSCRM/Dataverse

 In this Blog, we will see how to Set Field Requirements Dynamically - JavaScript in MSCRM/Dataverse

if (formContext.getAttribute("bosch_booleanfield").getValue() == true) {
        formContext.getAttribute("bosch_enabledisablefield").setRequiredLevel("none");
    }
    else if (formContext.getAttribute("bosch_booleanfield").getValue() == false) {
        formContext.getAttribute("bosch_enabledisablefield").setRequiredLevel("required");
   }

YoutTube

Day 9 : Working with Lookup Fields - JavaScript in MSCRM/Dataverse

 

In this Video we will see how to Working with Lookup Fields in Javascript (MSCRM or Dataverse Environemnt)