dynamic-crm
Posts in this category.
Jul 27, 2024
Quick tips for today if you ever import CSV with huge records to Dataverse. By default, once the System processes the CSV and there are failed records, you can only download 5000 records as the system limits the total exported rows. Failures of more than 5000 If you go to the tab...
Jul 20, 2024
In a world where integration is common to do. Especially, because clouds is a common term, for sure, there are requests to integrate Dataverse with another DB (for reporting, or other system process purposes). Today, we will learn how to create Dataverse Plugins to do CUD...
Jul 5, 2024
In some scenarios, we sometimes need to add a middleware (in this case .NET WebAPI) that connects Dataverse to other applications for integration. The reason can vary such as making the connection, request, and response to Dataverse simpler. If the integration loads are high and...
Jun 29, 2024
Lately, I've been exploring "not-so-new" requirements where I want to download SSRS reports from Dataverse and use them elsewhere (if you want to use the low-code method, you also can read Nick Hance's blog post that implements the same thing. The difference here is I'm using...
Jun 16, 2024
Today, we will learn how to use AIReply in action. For those who don't know AIReply is one of Dataverse AI functions that focus on replying to user answers similar to what GPT has. With this uniqueness, we can ask AI to cut steps in feedback creation. In this demonstration, the...
Jun 1, 2024
I heard lots of dos and don'ts about performance enhancement specifically when creating plugins in Dataverse. One of the pieces of advice is about setting the "Filtering attributes" when registering the plugin step so the system will not run unnecessarily process. So, today we...
May 25, 2024
Do you need to query data with the filter based on the Month/Year based on the specified date in your records? Today, we will learn how to query it and hopefully, you can implement it in your future project! For example, we have several records of Sales Order with the below...
May 18, 2024
Hello everyone! I'm sharing my observation regarding Dataverse Date time (again). Previously, I updated several DateTime attributes from Time zone adjustment "User Local" (which is the default value) to "Time zone independent". Then, my functional reported that the Date Time...
May 11, 2024
Hello! For today's scenario, we will learn how to automate the process of creating a Vendor Invoice record in Dataverse using an uploaded Vendor Invoice PDF file that comes to OneDrive's company folder. To be exact, we will learn how to utilize Power Automate to simplify the...
May 4, 2024
Today, I'll share a quick tip on converting the UTC date to the User's Timezone settings in the Plugin (once you read the logic, you can also implement this logic into Power Automate/Custom API). In Dataverse, we can set our timezone in the below UI (go to Settings > Personalized...