Michael Ghebremedin Dynamics 365 Notes

  Overview Pipelines  in Power Platform allow you to deploy solutions and configuration settings to target environments. These pipelines handle not only the solution components but also environment-specific details like connections, connection references, and environment variables. Here are some key points about solution pipelines: Deployment Scope : Pipelines can deploy any Power Platform customization contained within your solution. However, they do not include data stored within Dataverse tables. Environment Requirements : To create a pipeline, you need at least two environments: a  source environment  (usually your development environment) and a  target environment  where you want to deploy your solution. Both environments must have a Microsoft Dataverse database. Managed Environments : The target environments used in a pipeline must be enabled as  Managed Environments . Limitations : Personal pipelines can’t be extended. Only two environments (sou...

  Understanding Dataverse/Dynamics 365 Custom APIs Dataverse/Dynamics 365 Custom APIs serve as a bridge between the Dynamics 365 platform and external applications. They enable developers to create their own endpoints, defining the input parameters, output format, and authentication methods. By doing so, businesses can connect their Dynamics 365 environment with a plethora of external resources, ranging from third-party software to IoT devices. Key Benefits Tailored Solutions: Custom APIs allow organizations to design solutions that precisely align with their unique requirements. Whether it's fetching data from a specific source or triggering specific actions in external systems, businesses can tailor their Dynamics 365 environment to their exact needs. Enhanced Integration: Dynamics 365 Custom APIs facilitate seamless integration with third-party applications and services. This integration is crucial for businesses relying on diverse tools to manage different aspects of their op...

If you're using early-bound classes for your plugins or custom development, there are a couple of ways to generate them.  You can run the CrmSvcUtil.exe with PowerShell scripts or use the XrmToolBox.  In this article, we'll cover how to generate these files using Power Platform Tool. For this example, we're using Visual Studio 2022, but you can use prior versions as well, such as Visual Studio 2019. To create classes for your tables(entities) using Power Platform Tool: 1. Open your Power Platform Solution connected to your Dataverse environment. 2. From View, select Power Platform Explorer. 3. Expand Tables. 4. Right-click on your specific table (entity), in this scenario Contact. 5. Select Create Class for Entity. 6. Populate the following:       a. Select your project (required).        b. Service Context Name (optional).        c. Filename to create (by default prepopulated with name of table).      ...

Refresh DataFlow If you have an existing DataFlow and you would like to refresh it before its refresh time, one of the ways to use Power Automate Flow to trigger the refresh. After you have identified your trigger, all you have to do is use the Data Flow Action. Group Type : Environment or Workspace Group : is dependent on what you select on the Group Type, if you select Environemt like I did you will find your envoroment listed under Group. Dataflow : Name of you DataFlow DataFlow trigger If you have a scenario to run automation after a specific DataFlow has completed, you can use DataFlow Trigger When a dataflow refresh has completed The parameters are idential as the previous action. Thank you for reading :)

Virtual Entity made easy on Dataverse/Dynamics 365 CE. Connecting to External Data has a new look in Dataverse, this feature simplifies the cretion of Table for External Data (Virtual Entity). In the following blog I will walk you though on how to create Table on External Data Navigate to you solution New → Table Select Table from external data. for this example we are going to connect to SharePoint Enter your SharePoint url and click Next, this is going to pull all the List available on your SharePoint site Select the Appropriate List and Click Next Here you have the ability to change the column(field) name on your virtual Entity Click Next Before finalizing you can review or change to a different List Click Finish Here you have your External Data Table (Virtual Entity). Thank you for reading.

  The format for populate lookups as we know is: TableName(RecordId) In the latest updates of Power Automate Flow we have noticed few addition to lookups, these are the properties that are available: Table Name Type Value This will make it easy to populate a lookup field and save us time from searching the Table Name TableName(Value) In my example:Company Name(Table Name)(Company Name(Value)) One note this functionality so far is not available for existing older Power Automate Flows.

 How to Close/Resolve case from Power automate flow from your DataVerse Connector Add a New Row Table Name: Case Resolutions Subject: Add your subject here Case (Cases): incidents({Case Id Guid})

 Power Automate Flow Relate N-N records This is going to be a short and sweet post. To relate two records that are related N-N (Many to Many) you can follow this steps. In your Power Automate Flow search for Dataverse and select Relate Rows Table name   :- Entity Name Raw ID         :- Entity ID Relationship  :- Name of N-N relationship  Related with  :- Odata Id (Entity to be related)

This article will guide you on how to register an application with Azure Active Directory. Once the application has been registered you can use it on OAuth authentication for your various applications. Navigate to your azure portal → Azure Active Directory → App registrations → New registration Provide appropriate name → Register Once the registration has completed you will be able to access the Application (client) ID we will use it later to create Application Use in Dynamics 365 Navigate to Certificate & secretes→ New Client Secret Make sure to store somewhere safe The Secret ID Value Navigate to API Permission → Add a permission Select Dynamics CRM Click Add permissions Create Application User Navigate to Advance Settings→ Security → Users→ New User Make sure to change the form to “Application User” Enter Application ID that we created earlier and Save All the necessary informati...

 Power Platform Tool for Visual Studio 2019/2022 We have a new Visual Studio Extension Power Platform Tool.  Creation and deployment of Plugins, Custom Workflows and WebResources is going to be easy and time saving.  This article is going to focus on how to connect to your environment and create your Visual Studio Solution. In a subsequent article I will try to cover on how to Create and deploy your components to your environment. Installation is straight forward go to      Tools→ Manage Extensions→ Search for Power Platform Tools     You will Need Visual Studio 2019 or later version     Subsciption to Pawer App/Dataverse or trial       .Net Framework 4.6.2 Now we will go over how to create a Project and connect it to your Environment Open Visual Studio 2019 →New Project Search for Power Platform Solution Template Add Project Name and Location → Create Click on Start from Dataverse to con...