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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...

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...