dynamic-crm

Posts in this category.

[Low Code] Send Translated Message to User using App Notification

Apr 27, 2024

Today we will learn how to create a Dataverse Instant plug-in using the AITranslate function. The purpose of AITranslate is to translate a message to the targeted language. For today's scenario, we will learn how to query the selected Dataverse User's UI Language and send the...

Build a Dataverse Plugin and use AIClassify to simplify business process

Apr 20, 2024

For those who don't know, now we can call AI functions within Dataverse which helps to simplify lots of business processes. One of the scenarios that we will learn today is regarding Case/Feedback/Incident creation where users can just put minimal information such as "Title",...

Dataverse: Implement Pre-lock in a plug-in transaction

Apr 6, 2024

Lately, my mind has traveled a lot on designing a plugin that can handle concurrency issues. Even though the framework itself has UpdateRequest and we can pass the RowVersion, I found the implementation does not always fit with some of the scenarios especially if you want to...

Dataverse: Create an API to update Base Currency

Mar 23, 2024

This time, I've got a request from Trung Dũng Nguyễn where he wants to update the base currency based on the updated Currency inputted into the Transaction Currency table. When I check on the system behavior, the Currency (Base) information will be updated as long as we update at...

MDA: Learn Xrm.WebApi.executeMultiple

Mar 16, 2024

Back again with a deep dive series where we will learn about Xrm.WebApi.executeMultiple. The purpose of the function is to make batch requests (the real-world scenario is to make a bunch of CUD - Create/Update/Delete operations). Because this is a batch scenario, the performance...

Dataverse: How the RelatedEntities Plugin Works

Mar 9, 2024

Last week we learned how the RelatedEntity's performance compares to normal creation. We will create plugins for today's blog post and inspect how it works. For the side topic, we will also cover CreateMultiple and see if we can make the customizations better in terms of...

Dataverse: About Masking Rule 💎

Feb 24, 2024

I found an undocumented feature in Dataverse while exploring a topic for today's blog post. The feature basically helps us to mask the value if the value matches with the RegEx (Regular Expression) that we are set. This feature can be handy if the customer has a strict...

Let's try Power Apps Test Studio

Jan 28, 2024

Before we begin, we need to know what is Power Apps Test Studio. Based on the documentation definition "Build end-to-end UI tests for your canvas app using Test Studio. Maintain your app quality by continually validating that your app works as expected when new changes or updates...

Dataverse: Export-Import Solution for Virtual Table

Jan 20, 2024

Still talking about the Virtual Table (Entity). Last week, we learned how to configure the Virtual Table (Entity) that reflects data from SQL DB (which you can learn here). Today, we will learn how to prepare the solution for export and import it to other environments! Prepare...