dynamics-crm

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Dataverse: Create Custom Integration To Azure Cosmos DB for PostgreSQL

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...

(Dataverse) .NET API Implement Multiplexing Strategy

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...

Dataverse: Download SSRS Report using Custom API

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...

Dataverse: AIReply in action

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...

Dataverse Filtering Attributes benchmark

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...

Dataverse: Query data using Fiscal Period and Year

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...

Dataverse - Convert UTC Time to User Timezone in Plugin

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...

[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...