[Power Automate – Dataverse] How to execute a fetchXml query that includes options not supported by the List rows action?

Dataverse list rows connector allows to retrieve rows from a Dataverse table. This connector can filter rows using OData expressions or fetchXml queries. Unfortunately, the connector does not support all fetchXml requests. This blog will discuss an approach to execute this kind of unsupported queries. Let's look at what the documentation says:The distinct operator and aggregation … Continue reading [Power Automate – Dataverse] How to execute a fetchXml query that includes options not supported by the List rows action?

[Canvas Apps – Dataverse] How to get distinct values from datasource ?

Power Apps Canvas Apps offers the Distinct function that returns unique values from a table or data source. Unfortunately, this function may not work as expected if the data source contains a large data set. Let's look at this with an example by reproducing the issue: Let's take the Dataverse table 'Contact' and its column … Continue reading [Canvas Apps – Dataverse] How to get distinct values from datasource ?

Dynamics 365 CRM [Dataverse] – How to cancel the merge cascade for a given relationship ?

In the previous blog, we saw the possibility to force the merge of two accounts if the subordinate account is attached to an active offer. Today we will see how to cancel the merge cascade for a given relationship. Before going further, we will see the standard behavior of the merge. Indeed, after the merge, … Continue reading Dynamics 365 CRM [Dataverse] – How to cancel the merge cascade for a given relationship ?

Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?

Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a client who wanted to clean up his customer records, and we reached a point where we had to merge accounts that were related to active quotes. If you didn't know it, … Continue reading Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?

Tired of creating a new console application to connect to Dynamics 365 CRM/Dataverse? Use a template!

Sometimes we are asked to create console applications that interact with Dynamics CRM/ Dataverse, and like every new developer, we create a new project and look for a piece of code on the internet to start, or we copy existing code from an old project. I used this approach during all my projects, today I … Continue reading Tired of creating a new console application to connect to Dynamics 365 CRM/Dataverse? Use a template!

Implementing triggers for Power Automate flows that are not supported by the Dataverse connector

The Dataverse connector allows us to trigger Power Automate Cloud flows based on events that occur on Dataverse. These events include the creation, deletion and modification of a record or the execution of an action or from a step in a business process flow. Generally speaking, these triggers serve a large variety of requirements and … Continue reading Implementing triggers for Power Automate flows that are not supported by the Dataverse connector

Connect Microsoft Dynamics 365 Developer Toolkit to a Dataverse environment using Global Discovery service (deprecation of the Regional Discovery service)

Many of us use the Microsoft Dynamics 365 Developer Toolkit for plugin development. This tool helps developers avoid manual tasks and helps them focus on implementing the business logic. Unfortunately, this tool is no longer working since the switch from Regional Discovery service to the Global Discovery service. Actually, the error "FCB 'EnableRegionalDisco' is disabled" … Continue reading Connect Microsoft Dynamics 365 Developer Toolkit to a Dataverse environment using Global Discovery service (deprecation of the Regional Discovery service)

How to get the type of the regarding field of an activity using Power Automate Cloud Flow ?

The activities have a field named Regarding which is of type Multi-table lookups. This field supports several types like account, contact, lead (…). This post will discuss how to get the type of lookup used or in other words which table is used with Power Automate Cloud Flows. For the demo, I created a simple … Continue reading How to get the type of the regarding field of an activity using Power Automate Cloud Flow ?