Dynamics 365 auditing feature logs changes made to records, allowing you to view the details of those changes at any time. Whenever a record is created, updated, or deleted, the system records this action as an audit log.
Having clean data in Dataverse can be tricky. One of the challenges is detecting and managing duplicate records.
With out-of-the-box tools you can implement duplicate detection rules or create alternate keys.
If you are a developer, you can implement a custom validation in a plugin.
In this article we will focus on out-of-the-box features (duplicate detection rules and alternate keys) and compare them.
As you may know plug-in messages have been introduced for bulk operations in Dynamics 365.
Bulk operations messages are:
Microsoft released in 2024 Dataverse low-code plugins. The promise was great : writing plugins using low-code tools. No need to have development skills and use a development environment as Microsoft Visual Studio, write C# code and register plugin in your environment.
The days of storing Client ID and secret of your Key Vault in Dynamics are coming to an end. With Power Platform Managed Identity, Dataverse plug-ins can now connect to Azure resources that support managed identity without the need for credentials. Please note that at the time of writing this article, this feature is still in preview and is not intended for production use.
Create a service principal with Power Platform CLI
To perform an integration with Dynamics 365 you typically need to set up a service principal in Azure.
To achieve this goal you must complete several steps:
If for any reason you need to assign a specific Privileges to a Security Role, you can use this code :
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.
PowerApps Model Driven UI Testing with Playwright
Enhancing Dynamics 365 Client API Interaction with Xrm-Ex
Stepping into software development for Dynamics 365, developers come across various tools and frameworks to make working with its Client API easier. Xrm-Ex stands out as a strong framework designed mainly for JavaScript, even though it has roots in TypeScript. The main goal of Xrm-Ex is to simplify how developers interact with the formContext and the Xrm Object. By doing this, it aims to reduce the amount of code developers have to write, making the codebase easier to manage and less likely to have errors.
