dynamics-crm

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Dynamics CRM: Populate Data using InitializeFrom Function

May 7, 2022

Do you notice when we create a Lead and qualify it in Dynamics CRM, the out-of-the-box feature will convert the Lead to Contact (all the data that was input in Lead, automatically populated in the Contact)? And sometimes, we are also being requested to make the same feature...

Create Dataverse Record and Set SharedVariable From PowerAutomate

Apr 29, 2022

In Dataverse, we can add several additional parameters when we request something that you can check in this documentation. And from all the optional parameters provided, my favorite is the "Tag" parameter that allows us to pass SharedVariable to the Plugin. In the documentation...

Dataverse: Create GetLastDateOfMonth Function in Custom Connector

Apr 9, 2022

Do you know we can write Code (Preview) in Custom Connector? In this blog post, we will make a simple function that will return the last date of the month to try the feature. Without further ado here are the steps! Go to make.powerapps.com > Dataverse > Custom Connectors > on the...

Dataverse: Duplicate Detection Rules vs Keys

Mar 25, 2022

There are several ways to make your Dataverse data as clean as possible. Out of the box, you can create alternate keys or you can implement Duplicate Detection Rules. Or you can implement Custom Validation on the Plugin to achieve more dynamic conditions (you can write any...

Dataverse: Improve Performance using Partition Key

Mar 19, 2022

Do you know we can pass the partitionID parameter when doing CRUD to improve performance? The information I got from this documentation link. Today we will prove how what is the difference between using the partitionID and not using it. To collect the data, I'll run below code:...

Dataverse: Share Record Access

Mar 12, 2022

I have experienced the scenario where the Organization wants to implement strict record management where the requirement was to limit access based on the team. For example, if the owner of the record is Team A, the other Teams can't interact with it unless one of the members of...

Dataverse: Four Ways to Bypass PluginExecution in CrmServiceClient

Mar 5, 2022

There is always a scenario in your organization that requires you to bypass PluginExecution (can be workflows or plugins) when doing CRUD (Create, Read, Update, or Delete) operations. Today, we will learn how we can do it in several ways. For this demonstration, I create a...

Dynamics CRM: Implement Retry Policy using Polly

Feb 19, 2022

Lately, I'm still actively thinking about designing a system that also considers error-proofing as part of the feature. For example, we want to ensure the transaction that we will execute is successful in 3 times execution. Meaning, we need to implement a retry policy that Polly...