Posts

Connect to Dynamics CRM from Azure Function

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  In today's blog, we'll connect to Dataverse using an Azure function that utilizes the.Net core 6.2 framework. The prerequisites are listed below. ·         Create a new Dynamics 365 application in Azure. ·         Make that the newly created Azure Function builds appropriately. ·         To establish a connection with the Dataverse, use this sample of code. Create a new Dynamics 365 application in Azure:   We need to register the Dynamics 365 Web API on Azure and use it with an application user. This is particularly useful for those working with custom APIs in CRM.   To achieve this, you will need the following components. ·         Azure portal access ·         Application user ·         CRM Admin user Log in to the Azure portal, se...

Duplicate Detection in Dynamics 365 using power apps.

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  User Case: When setting up a contact in Dynamics 365, verify if a contact with the same email address already exists. If it does, prompt an error message indicating a duplicate email address. Step 1 :  Navigate to make.powerapps.com, screen 1 à Create a Blank Canvas App à Connect with Dynamics 365 Data Source à Connect Contact Entity as Dataset (You can connect other entity also as per your requirement) Step 2:   Screen 2 - Insert a new Blank Screen to show Duplicate Detection Dialog Step 3:   Add few Text Input and Button Controls in Screen 1 or design as per your need. Step 4:  Add below formula on Button Control (onSelect property) to find Duplicate Record. If ( IsBlank ( LookUp ( Contacts , emailaddress1 = Emailaddress_Text . Text )), UpdateContext ({ result: "Duplicates Record not found" }), Navigate ( DuplicateDetectionDailogbox , ScreenTransition . CoverRight ) ) ; You can use following formula also on Button Control (onSelect propert...

Execute CRUD operations within the Power Platform using a Canvas App

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  User story: When a new account is created, there is a requirement to execute a curd operation via Power Apps, involving updating an existing record and deleting the record from the accounts. If we want to few complete records in accounts entity on welcome screen: Navigate to vertical Gallery and select Items property should be Item=Accounts. To create a new record, one must click on the plus icon displayed on the screen and input the formula provided below, as illustrated in the following screen. This action will prompt a new screen to open for the creation of the new record.   Navigate ( CreateScreen ) ; ResetForm ( 'Account Create Form' ) After navigating to the creation screen, a new form will be displayed, and it is necessary to configure the data source to 'Account,' as shown in the screen below. And Items property = Defaults (Accounts) Next, upon clicking the submit button, we should save the data in the account entity and return to the main screen. ...