[PowerTips] Make a SharePoint document location as default

Dynamics 365 is a powerful customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service operations. SharePoint, on the other hand, is a content management system that allows businesses to store, share, and collaborate on documents and other files. By integrating Dynamics 365 with SharePoint, businesses can leverage the strengths … Continue reading [PowerTips] Make a SharePoint document location as default →

Send notifications from the power automate flow to model-driven app

Power Automate allows you to send in-app notifications to users in Dynamics 365 model-driven apps. Here are the steps to follow: Create a new flow: Open the Power Automate designer and create a new flow. Add the "Create a new record" action: Select the "Create a new record" action and choose the "Notifications" entity. Configure … Continue reading Send notifications from the power automate flow to model-driven app →

Notifications within model-driven apps

The notification table in Dynamics 365 stores notifications for each user and is designed to facilitate the sending and receiving of notifications within a model-driven app. When a new notification is created, it is stored in the notification table and the system automatically polls for new notifications for each user. The notification center displays all … Continue reading Notifications within model-driven apps →

Plugin vs Entity scoped business rules

In Dataverse, a business rule is a declarative way to apply a set of conditions and actions in the system. Business rules in Dataverse can be scoped at the entity level and at the form level. The scope of a business rule in Dataverse determines which records and forms the rule applies to. There are … Continue reading Plugin vs Entity scoped business rules →

Move D365 Marketing custom triggers between environments

Real-time marketing triggers in Dynamics 365 Marketing are a powerful tool for automating marketing processes and delivering personalized experiences to customers in real-time. These triggers allow you to define specific actions to take place in response to events within the platform, such as form submissions, email opens, or changes to specific fields in records. Custom … Continue reading Move D365 Marketing custom triggers between environments →

Dataverse update security role privileges in bulk

Updating security roles in Dataverse, is an important task for ensuring the security and privacy of your business data. By assigning specific roles and permissions to users, you can control who has access to your data and what they can do with it. Updating security roles in Dataverse can be done in several ways, including … Continue reading Dataverse update security role privileges in bulk →

Filter Array #PowerAutomate

An array is a collection of data, such as a list of names, numbers, or objects. Power Automate allows you to filter arrays by specifying certain conditions, so that only the elements that meet those conditions will be included in the final output. For example, let's say you have an array of customer data, and … Continue reading Filter Array #PowerAutomate →

Dataverse matrix data access structure aka modernized business units

Business Unit structure is a basic of the security structure on Dataverse. In most of the case it depicts the organisation structure of the business. Standard behaviour of Dataverse is that one user can be part of only one business unit. There are business constraints around that for long time were a user cannot be … Continue reading Dataverse matrix data access structure aka modernized business units →

Streamlining Data Processing with Power Automate: Harnessing Batch API Requests

Batching plays a crucial role in effectively managing large-scale data processing, improving performance, and optimizing resource utilization. With Power Automate's enhanced batching capabilities, the low code/no code approach reaches new heights and addresses various data processing scenarios. Another notable feature is the ability to use changesets, which ensure atomic transactions, allowing for rollback in case … Continue reading Streamlining Data Processing with Power Automate: Harnessing Batch API Requests →