In continuation of my older post where we discussed how to associate/assign role with a user or a team https://vishalgrade.com/2020/09/10/assign-security-role-to-team-and-user-through-rest-api-in-ms-crm/ Let's see how we can remove N to N (Many to Many) tables association using rest api: For example, let's say i want to remove a role from a user which is N to N... Continue Reading →
Signup for Power Apps Developer plan and never run out of CE trial instances
Signup for Power Apps Developer plan and never run out of CE trial instance as you gets your personal development environment for infinite time : Check out: https://powerapps.microsoft.com/en-us/developerplan/ Direct Link for signing up using your work email: https://signup.microsoft.com/signup?sku=flow_free&origin=powerappscommunity&ru=https%3A%2F%2Fweb.powerapps.com%2Fcommunity%2Fsignup&ispolaris=0
How to use action as an integration tool in Dynamics 365 CE (CDS/Data Verse)
Action are powerful feature of dynamics 365 which help us to do many things including exposing a wrapper endpoint which can be used for performing any operation in dynamics 365 CE. The exposed endpoint can be called by any system who is authorized to do so. Although we have got a new feature (in preview... Continue Reading →
How to merge multiple assemblies into one using ILMerge in dynamics CE (CDS/Data Verse) plugin
We often need to use external dll's in CRM plugins which need to be merged into main plugin assembly dll to make it work. Quoting what ms docs says about using any other dll in your plugin apart from dlls which are part of Microsoft.crmsdk.CoreAssemblies: Newtonsoft.Json is primary example of such dll's which is widely... Continue Reading →
File Type column in Microsoft Dataverse (formerly cds)
Yesterday I saw that there is a new (new to me at least..!) type of column (formerly attribute) which you can create in any customizable table (formerly entity) which can be used to upload file. You can create multiple file type columns in a table and upload one file in one column. I create a... Continue Reading →
CDS Custom API Preview : How to create CDS Custom API
CDS Custom API Preview (An extension of custom action): How to create CDS Global Custom API CDS have workflow custom action which helps create a new plugin messages and we can register plugins on those custom message and execute any logic server side. Alternatively in such workflow custom actions we can write UI workflow like... Continue Reading →
How to Populate Multi-Lookup attribute in CE using Azure data factory
While trying to sync data from sql staging db to CE, I faced an issue in populating the multi-lookup columns. In our demo scenario, we will import data from sql to CE in contact entity in following columns: FirstName, LastName, Email, Company. Here Company is multilookup of contact and account entity both. Let's suppose we... Continue Reading →
Query D365 ce using fetch xml in azure logic app (without cds connector)
In azure logic app we have oob connector for cds (common data services) which does most of the task but have certain limitations. We know that fetchxml is much more powerful in terms of aggregation and joins. Also using below approach you can handle the cases where you just want to update dynamics fields in... Continue Reading →
Query D365 CE from console app using azure ad app using client credentials – (Server to server authentication using azure ad and application user for Dynamics 365 ce)
To query ce from outside ce using webapi, follow below steps:- Prerequisites :- Azure ad application with secret generated (Azure Subscription should be with same Office 365 account as of your D365 instance-you can login to azure using your ce trail instance credentials) (Ref ms docs) 2. Application user created in ce with same... Continue Reading →
How to add new option set value in global option set using webapi in Dynamics 365 ce
I was trying to found out how we can add a new value to a global option set and below post request can do the same : https://vgrade2.api.crm8.dynamics.com/api/data/v9.1/InsertOptionValue { "OptionSetName": "new_test", "Label": { "LocalizedLabels": [ { "Label": "anewoptionsetlabel", "LanguageCode": 1033 } ] } } Output: { "@odata.context": "https://vgrade2.api.crm8.dynamics.com/api/data/v9.1/$metadata#Microsoft.Dynamics.CRM.InsertOptionValueResponse", "NewOptionValue": 100000005 } Be default it put... Continue Reading →