I need to perform some data… uhm… “augmentation”. Easy as using Power Automate – get all the records, loop through, fudge I mean augment the data. Right? Except there could be more than 100,000 records. Why 100K? That’s the maximum you can get with the List Records action. (Wanted to insert a reference here but […]
Tip #1367: Tell apart create, update, and delete events
It’s not every day one gets to chime in on a post from Jerry, the lifetime tipster and Power Automate connoisseur. In this post Jerry talks about When a record is created, updated, or deleted trigger in CDS (current environment) connector and how to tell the event that triggered the flow using a clever combination […]
Tip #1366: Make file type field required
We recently got a great new field type in CDS called the file type field. This allows creation of fields that contain files, and it is very useful for scenarios like the following: Order needs to have a copy of the purchase order before the order can proceed application must include a copy of applicant’s […]
Tip #1362: Trigger Power Automate on Associate / Disassociate
Many to many relationships are everywhere, from good old marketing lists to web roles in Power Apps portals. The secret sauce is in the little hidden intersect entity holding the relationship together, those of you who used FetchXml Builder from XrmToolBox to craft a query, are very familiar with. The messages to control the relationship […]
Tip #1360: Customizing the activity timeline
You migrate data to Dynamics 365/Common Data Service and in the migration, you close activities. After the migration, the activity timeline shows the migration account in the top line of every activity. Say you want to have the timeline display something other than the account who closed the task. How do you customize this layout? […]
Tip #1352: Can’t create a trial database?
You create a Power Apps trial at www.powerapps.com, but if you try to create an environment with a CDS database you get an error that adding a database requires at least 1 GB of free space. The reason you are getting this error is because when you create the environment, you choose what type of […]
Tip #1339: The easiest CDS/Dynamics 365/CRM connection ever
Question I need to write a small console app that can authenticate to an online CRM instance with multi-factor authentication turned on. Can anyone point me in the right direction on how to accomplish this? Stephen Smith We’ve been through the topic of connections a few times before but this conversation is just too good […]
Tip #1325: Identify restricted entities
How can I get a list of entities that are not restricted in CDS for people who do not have Dynamics licenses? some guy on Twitter There is no up to date published list that I am aware of, but here is an easy way to identify the CDS entities that are not restricted:
Tip #1311: Use entity name in Flow lookups
If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]
Tip #1310: Using Flow to test concurrency
Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]