dynamics-crm

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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: 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...

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...

Dataverse: How to call Custom API in classic Workflow

Jan 6, 2024

In architecting a solution, we have lots of ways to do it. Specifically, in the Power Platform world, we can combine Dataverse (Dynamics CRM) with Power Platform to do integration/whatever scenarios that we need. But, what if we want to implement the generic integration with only...

Let's learn about the Dataflows

Dec 16, 2023

Have you ever heard about Dataflows? Dataflows is an automation to copy (from various data sources) > Transform (Power Query Transformation - which leverages the same technology with PowerBI) > and paste (to Dataverse/Power BI workspace/Azure Data Lake Storage Account). I will...

Learning Dataverse Offline Mode (Canvas Apps) and Implement Concurrency

Nov 26, 2023

It's been a long time since I wanted to try the offline capability of Dataverse in the Canvas App (You can learn more in this official documentation). Again, the one that makes me curious is how the system behaves (in terms of managing concurrency and how we enforce strict...