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Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

Fri, 04/28/2023 - 11:35 By Fabien Leal
1 comment

Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

PowerApps portal helps you exposing CRM data to your customer through a web application.  It works pretty well when the data are persisted in CRM, then we can use all the power of the dataverse platform to propose forms, views and processes to the end customer.

The CRM Portal Management application proposes a full set of tools to manage the customer access: Table permission, Web Roles, Content access level, Web Page Access etc... but there are some limitations to it.

Query D365/Dataverse Audit logs through API or Organization Service

Query D365/Dataverse Audit logs through API or Organization Service

Tue, 02/21/2023 - 04:42 By Guowei

Today, I'd like to show some manners about how to query D365/Dataverse Audit logs through API or Organization Service.

What's the Audit log?

The Auditing feature is designed to meet the external and internal auditing, compliance, security, and governance policies that are common to many enterprises. Dataverse auditing logs changes made to customer records in an environment with a Dataverse database. Dataverse auditing also logs user access through an app or the SDK in an environment.

Dynamics 365 Dataverse Change Tracking feature

Dynamics 365 Dataverse Change Tracking feature

Mon, 02/20/2023 - 10:11 By Guowei

Hi, Guys,

Today I would like to share the Change Tracking feature of Dynamics 365 CRM. 

Why enable Change Tracking?

Change Tracking enables incremental export, only records that have changed are exported.

In addition, you can export or retrieve a selected set of data, and then keep the external data warehouse in sync.