Notes on code and the things I build.
AI , dynamics-crm , low-code , powerplatform , tips
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...
dynamics-crm , powerplatform , tips
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...
AI , dynamics-crm , low-code , tips
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...
.NET , AI , C# , dynamics-crm
For those who don't know, now we can call AI functions within Dataverse which helps to simplify lots of business processes. One of the scenarios that we will learn today is regarding Case/Feedback/Incident creation where users can just put minimal information such as "Title",...
Architecture , powerplatform , tips
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...
C# , dynamics-crm , Javascript , powerplatform , tips
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...
dynamics-crm , Javascript , powerplatform , tips
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...
Last week we learned how the RelatedEntity's performance compares to normal creation. We will create plugins for today's blog post and inspect how it works. For the side topic, we will also cover CreateMultiple and see if we can make the customizations better in terms of...
.NET , C# , powerplatform , tips
Today's blog post will be very technical, comparing creating a chain of related entities vs using RelatedEntities properties. Demo's Relationship As you can see in the above image, Contact can have multiple Parents. And each of the Parents can have multiple Children. For our demo...
dynamics-crm , low-code , powerplatform
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...