#dynamicscrm

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How to use OnExternalUpdated for Dataverse Virtual Entity

May 21, 2022

When we have already set up a Virtual Table/Entity in the Dataverse, sometimes there is a scenario when a data is being updated in the source system, it also needs to trigger the Dataverse Event (that contains our custom business logic). Today, we will learn how to enable Virtual...

Dynamics CRM: Populate Data using InitializeFrom Function

May 7, 2022

Do you notice when we create a Lead and qualify it in Dynamics CRM, the out-of-the-box feature will convert the Lead to Contact (all the data that was input in Lead, automatically populated in the Contact)? And sometimes, we are also being requested to make the same feature...

Create Dataverse Record and Set SharedVariable From PowerAutomate

Apr 29, 2022

In Dataverse, we can add several additional parameters when we request something that you can check in this documentation. And from all the optional parameters provided, my favorite is the "Tag" parameter that allows us to pass SharedVariable to the Plugin. In the documentation...

Dataverse: Create GetLastDateOfMonth Function in Custom Connector

Apr 9, 2022

Do you know we can write Code (Preview) in Custom Connector? In this blog post, we will make a simple function that will return the last date of the month to try the feature. Without further ado here are the steps! Go to make.powerapps.com > Dataverse > Custom Connectors > on the...

Dataverse: Share Record Access

Mar 12, 2022

I have experienced the scenario where the Organization wants to implement strict record management where the requirement was to limit access based on the team. For example, if the owner of the record is Team A, the other Teams can't interact with it unless one of the members of...

Dataverse: Four Ways to Bypass PluginExecution in CrmServiceClient

Mar 5, 2022

There is always a scenario in your organization that requires you to bypass PluginExecution (can be workflows or plugins) when doing CRUD (Create, Read, Update, or Delete) operations. Today, we will learn how we can do it in several ways. For this demonstration, I create a...

Dynamics CRM: To Set or Not To Set MaxConnectionTimeOut CrmServiceClient?

Feb 11, 2022

Do you ever wonder when using CrmServiceClient, why there is a setting for extending the MaxConnectionTimeOut? In my current company, I have faced a timeout issue when CRM process ExecuteMultipleRequest that contains 1000 of data. One thing that I know based on the return error,...

Dynamics CRM: addOnLookupTagClick and removeOnLookupTagClick

Feb 5, 2022

Today we will learn simple methods that are related to the datatype lookup on CRM: addOnLookupTagClick and removeOnLookupTagClick. Basically, addOnLookupTagClick is a function to register an event when the user is clicking the lookup tag value. Click the Lookup Tag value From the...