Tricks

Microsoft.PowerPlatform.Dataverse.Client : IFD + ADFS Mode not supported !

Valid only at the time of writing this article on 20.11.2022

How to get dynamic Record URL in Power Automate (quick tip). Here a quick and nice approach to achieve it.

What about having an efficient communication between users, you could use Dynamics 365 InApp Notification to interact with user without disturbing them and keep a nice overviews of your tasks.

Let's get a look on the Dataverse SDK : CrmServiceClient supported kind of authentication. How and when to use them. Read it!

When creating a ci/cd pipeline for your project, at some point you have to define a connection to your environment. In case of Dataverse, the connection string will contain clientid and client secret values. It's always a good idea to store secret values in a secure place, instead of putting them in clear text into your pipeline definition file (yaml) and potentially pushing them into your code repository.

Azure DevOps provides you a number of possible solutions to address just that:

Session timeout setting with D365 : An article that describes this new setting that could help you to improve security.

Introduction

Microsoft has introduced an enhanced Import from Excel experience for Dataverse, making it easier to bring structured data into existing tables.
The new feature implements AI-assisted mapping. The process is more streamlined, intelligent, and reliable, making it easier to ingest large volumes of data while ensuring better accuracy and contextual mappings.

At the time of writing this article, this feature is still in preview:
Preview features aren’t meant for production use and might have restricted functionality.

Wondering how to use last up to date Dynamics 365 SDK Tool with PowerShell ? PLease read this trick

Dataverse : Multi-Table lookups or Polymorphic lookups is a GREAT feature that all of us are waiting since years ! Let's take a look on how to configure it and how it works.

When working with CRM Package Deployer, it always does an "Upgrade" process while importing a new solution. Please check out this post to find out more about the different solution update processes:

https://dynamics-chronicles.com/article/alm-and-dynamics-365-solutions-explanation