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On the default mechanism of Lookup control on Model Driven Apps, once the user clicks the value, it will navigate to the record form. And since we already had Xrm.App.sidePanes, it will look interesting to change the default behavior and open the record in the side pane. So,...
Based on part 1 which you can read here, I realized that creating a plugin to automate the approval process will be easier compared to creating Power Automate Flow. The main reason is, that if we need to use Flow, then we need to create multiple connection reference components...
Quick tips for today if you ever import CSV with huge records to Dataverse. By default, once the System processes the CSV and there are failed records, you can only download 5000 records as the system limits the total exported rows. Failures of more than 5000 If you go to the tab...
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...
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...
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...
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...
Hello everyone! I'm sharing my observation regarding Dataverse Date time (again). Previously, I updated several DateTime attributes from Time zone adjustment "User Local" (which is the default value) to "Time zone independent". Then, my functional reported that the Date Time...
Hello! For today's scenario, we will learn how to automate the process of creating a Vendor Invoice record in Dataverse using an uploaded Vendor Invoice PDF file that comes to OneDrive's company folder. To be exact, we will learn how to utilize Power Automate to simplify the...
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...