Data Manipulation in Dynamics 365, CDS and Power Platform. Discover all our articles

Dynamics 365  Dataverse TDS endpoint Control Access and rights

Dynamics 365 / Dataverse TDS endpoint Control Access and rights

Mon, 03/11/2024 - 15:29 By Lloyd Sebag

Dynamics 365  Dataverse TDS endpoint Control Access and rights

Following up on the previous two articles regarding subjects How to access the Dynamics 365 online SQL Server database and Dynamics 365 / Dataverse access SQL Server database from C#, here's a third one that will illustrate how to control access to this endpoint.

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.

Creating realistic Demo Data for Demo/POC scenarios

Wed, 04/26/2023 - 11:57 By David Uhlmann

Ensuring the accuracy and relevance of demo data is crucial in any product demonstration, whether it's during an RFP process or a standalone presentation. Often, we invest significant time and effort into creating an impressive app and/or Power BI dashboard, only to overlook the most critical aspect: the data itself. While we may have some experience in the client's industry, it's not always enough to create data that's truly representative of their unique situation.

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.

How to use Azure Table Storage with C#

How to use Azure Table Storage with C#

Wed, 09/14/2022 - 10:32 By Lloyd Sebag

How to use Azure Table Storage with C#

Azure Table Storage is a very useful solution present in the Azure Storage Account component. The service is a NoSQL datastore which accepts authenticated calls from inside and outside the Azure cloud. While remaining scalable and maintained by the Azure Cloud.
It is therefore a real accelerator for projects that need to store unstructured data.

You can obviously manipulate the data manually from the Azure portal, however, here I will show you that you can mainly use the API to manipulate the data from your C# code.

Dynamics 365 Sales Duplicate Lead Detection with !! MERGE !!

Exclusive News : Dynamics 365 Sales Duplicate Lead Detection with !! MERGE !!

Fri, 04/08/2022 - 14:55 By Maxime Bonnot
We are lucky to be able to discover exclusively a new feature of Dynamics 365 Sales: Dynamics 365 Sales Duplicate Lead Detection with !! MERGE !! Take the time to read this article which could help you in your projects.