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New day, new things to learn. While integrating with Dataverse may seem straightforward at first, especially when it comes to DateTime things, it can quickly become complex due to different configuration settings. In this post, I’ll walk through the key factors that cause these...
New day, new experience to discover! This time, I have a requirement to create an SSIS batch job function. During data retrieval, I found that the column is masked using the Masking Rule. This blog post is a brief note on how to retrieve the unmasked data. Enjoy! Dataverse Column...
Another blog post to handle the concurrency issue. Previously, I shared how to do concurrency via a plugin in this blog post and also how to force concurrency behavior in Dataverse in this post. However, when I attempted to implement this, it still did not resolve the concurrency...
Sometimes, we need to let the user see only the records under their care (dynamically connected via relationships). For example, we have the Region table > User and Order will be linked to the Region. Hence, the user will only see all the Order records that belong to the same...
I read Mark Carrington's blog post about his latest findings on TDS Endpoint revisited, which can be found here. One of the key points that is interesting is his finding about the internal Dataverse message ExecutePowerBISql, which intersects with the function I created last time...
In Dynamics CRM products, I'm not sure why the Microsoft Product Team isn't enforcing the same UI languages across platforms. For example, in the Customer Insights - Journeys form, they decided to hide the Command and Navigation Bar. Because of this "initiative", it causes some...
Today, we will learn how to make a simple (a low-code approach) way to do prevention of uploading malicious files into Dataverse using SharePoint! Did you know that, by default, all the files that we upload to SharePoint will be scanned automatically using Microsoft Defender for...
In Customer Insight, if you enable audit capability for the Journey table, the only way to view the audit history is through a backend operation or by using the "/tools/audit/audit_details.aspx" page. This page was introduced so long ago, and it is tough to navigate, as we need...
I got asked by a customer how to get the interaction details of the Journey. By default, in the Journey that is on the status of Going Live or Completed, we can click on the Delivery funnel button to see the drill-down of the information: Delivery funnel information Then, it will...
The bigger your Contacts/Accounts (Customers) data, the more it also consumes your Dataverse Database Capacity. I had a client who had a database overage problem, and further checking, the CustomerAddress table was on the list. If you open the table, you will find lots of empty...