Dataverse: Share Record Access

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 Team A shares it with those …

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Dataverse: Four Ways to Bypass PluginExecution in CrmServiceClient

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 Workflow that will be running on Contact when Created: Create Workflow For Contact on …

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

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, by default, when we are using CrmServiceClient, the default timeout is set for 2 minutes. …

Dynamics CRM: addOnLookupTagClick and removeOnLookupTagClick

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 image above, if we click the lookup tag value and we register the events using addOnLookupTagClick, those events will be …

Dynamics CRM: Create API for Sending Translated Message To In-Apps Notification

Today, we will learn how to utilize Azure Cognitive Service to help us translate the message to English, create a PowerAutomate Cloud Flow as an API, and push it to Model-Driven-Apps Apps Notification (Preview).  System Design One of the scenarios that I can think of is we can implement this to make the feedback from the customer resolved as fast …

Dynamics CRM: Setting ILogger With Different Azure Application Insight Subscription

When first time I saw this documentation (about sending Log to Azure Application Insight), I wanted to implement it in my environment. But when I tried to set it from Data Export (Preview) blade, we must have a subscription in the same environment (if you subscribe to Dynamics CRM using xxx@xxx.onmicrosoft.com, then you also need to create Azure …

Implement Push Changes from Dynamics CRM to Other Source Systems Using WebJobs

When we think about integrating Dynamics CRM with other source systems, we can discover there are lots of ways to do it. Today, we will cover one architecture design that we can implement if we want to push the changes from CRM to other source systems.  Design Architecture From the image above, we will use …

Dynamics CRM: Query Hierarchical Data

Just browsing the Microsoft Documentation and am interested to know more about this post. Usually, as a Developer, I always got a requirement to take related data (parent-child) then do something with it. To fulfill that requirement, what I did was create a method that receives the parentId to take child records, and loop the …

Dynamics CRM: Implement Feature Flags in Plugin

"Feature flags" is a mechanism to set the on/off for a feature without changing the code. You can learn more about this from a blog post here. With the Environment variable in place (which previously many organizations created their own Config Table), we can implement Feature flags in the Plugin.  Fow chart The idea is to make all …

Dynamics CRM: ExecuteBatch vs ExecuteMultipleRequest

When working with CrmServiceClient (creating integration custom app to CRM), I always pass this object as IOrganizationService. But when I try to inspect the difference between interface IOrganizationService vs CrmServiceClient class (indeed CrmServiceClient is inherited from IOrganizationService). Later on, I found the ExecuteBatch method on CrmServiceClient and ended up google it and found an article from Inogic that you can access here (from 2017!). Based on the blog post, we …