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Tuesday, December 6, 2022

Dynamics 365 Online Limitations

 

  • Number of custom Entities per org
  • Number of custom Attributes per entity
  • Plug-in timeout
    • 2 minutes
  • Running workflow jobs
  • Direct database access
  • Native reports
    • Fetch XML only
  • Database indexes
  • Number of charts per dashboard
    • Current limit is 6 but overridable with org settings (PowerShell script)
  • Fetch XML Limitations (http://www.kingswaysoft.com/blog/2013/06/18/Limitations-with-CRM-FetchXML  )
    • 10 linked entities
    • No Right Outer Join
    • No SQL Functions
    • No Sub Queries
    • No support for Union
    • No Case/When type functionality
    • Can't compare 2 fields directly
    • 50,000 records per query aggregate
    • 5,000 records per query (paging for more)
  • Business Rules
    • Can't run when the record is saved
    • Can't interact with tabs or sections
    • OnChange events are not triggered when business rules set a field value
    • Rules with invalid references are not ran, there will be no error message
    • Whole number fields with TimeZone, Duration, or Language format are not supported
    • Up to 10 if-else conditions per rule
    • Rule definitions are cached in the mobile app, must close and re-open the app for changes
    • Must create a separate rule to clear actions of a previous rule, if necessary
    • https://technet.microsoft.com/en-us/library/dn531086%28v=crm.6%29.aspx?f=255&MSPPError=-2147217396#BKMK_Limitations 
  • Calculated fields
    • Saved queries, charts, and visualizations can have a mx of 10 unique calculated fields
    • The calculated field values are not displayed in Outlook Offline mode
    • A max number of chained calculated fields is 5
    • Can't refer to itself or have cyclic chains
    • Can't access parental fields with a multi-entity Lookup
    • Sorting is disabled on:
      • A calculated field that contains a field of a parent record
      • A calculated field that contains a logical field (for example, address field)
      • A calculated field that contains another calculated field
    • Can only span 2 entities
    • Can't trigger workflows or plug-ins
    • Can't change an existing simple field to a calculated field
    • Duplicate detection rules are not triggered on calculated fields
    • https://technet.microsoft.com/en-us/library/dn832103.aspx#Considerations 
  • Rollup fields
    • Max of 100 per organization
    • Max of 10 per entity
    • Can't trigger workflows
    • Can't be used in a workflow wait condition
    • A rollup over the rollup field is not supported
    • Can't reference a calculated field that uses another calculated field
    • Can only apply filters to the source entity or related entities, simple fields or non-complex calculated fields
    • A rollup can't be done over N:N relationships
    • Can't be done over 1:N relationship for the Activity entity or the Activity Party entity
    • Aggregated under the system user context, all users see the same rollup field value
    • https://technet.microsoft.com/en-us/library/dn832162.aspx#BKMK_considerations 
  • ExecuteMultipleRequest
  • Mutliselect Option Set
    • The field cannot be used in Business Rule, BPF, Workflows - Create n Update Step, Not available as filtering attribute in Plugin. 
  • Dialogs
    • "A link child dialog can’t be an intermediate step. You might try to split a complex dialog into child dialogs and invoke all of those child dialogs from a parent dialog. However, that is not supported in this release.

      There’s a limit to the number of nested steps you can use in a dialog. The limit depends on the browser you’re using and isn’t a limit in Microsoft Dynamics 365. The nested steps are rendered in the browser as nested tables. Some browsers support more levels of nested tables than others. If the workflow designer becomes grayed out where you can’t add additional nested steps to your dialog, try the following workarounds:

      • Redesign the dialog to use fewer nested steps.

      • Add a child dialog to reduce the number of steps in the parent dialog.

      • Use a different browser."

    • https://msdn.microsoft.com/en-us/library/gg509010.aspx#limitations 
  • Business Process Flow 

    • 10 activated business process flow per entity. 
    • 30 stages for each process. 
    • 5 entities for multi entity process.
  • SLA
  • The maximum number of entities that can have active SLA(s) is 7.
    The maximum number of SLA KPI(s) per entity is 5

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