Tip #1458: How to copy files between Dataverse tables

Social media graphic for a tech blog post, visually divided into three sections with vibrant blue gradients indicating progression. The 'No Code' section on the left features user-friendly icons such as a puzzle piece and a lock, symbolizing accessibility. The central 'Low Code' section displays interconnected blocks and a flowchart, denoting integration and user-guided customization. The 'High Code' section on the right includes a developer avatar, gears, and complex code symbols, representing advanced programming capabilities. Each section is clearly labeled with bold text for 'No Code', 'Low Code', and 'High Code', set against a backdrop of digital circuit patterns and automation imagery.

Explore the intriguing quest of transferring files between tables with Power Automate, as Megan V. Walker delves into a problem that seems straightforward but is fraught with unexpected challenges. Discover a layered approach to solutions, from no-code to high-code methods, and follow the journey that even experienced pros like Chris Piasecki and Guido Pietre weigh in on. It’s a story of integration, automation, and the ever-surprising twists in the world of data management.

Tip #1432: Create records in Power Automate without mandatory fields

I really like mini truck stops when two or more MVPs brainstorm a random problem, usually because they are bored 😈. Help me understand scenarios where one would use a guid() expression in flow when creating new rows. Antti Pajunen What Antti left out was (reasonably) common wisdom that explicitly setting identifiers for new records […]

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 #1302: Should I recreate the account entity?

When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]

Tip #1278: This message never ends

Brown and white beagle puppy sitting and waiting next to a resting bicycle

Sometimes even the best of the best could be puzzled by the mysterious innerworkings of Dynamics 365/CDS SDK. Tanguy “The XRM Toolbox” Touzard was not having a good day… For one of my projects, I’m using ReassignObjectsOwnerRequest SDK message to move records from one team to another team. When this request should last more than […]

Tip #1138: Obtenga your Dynamics 365 trial dans la правильном Sprache

Hola

Dynamics 365 supports 43 base languages, and sometimes you need the right one for the trial. In theory, it’s as easy as 1-2-3: Un Clément “French but not Tanguy” Olivier was having no luck provisioning a trial instance in his langue maternelle: For a client demo, I had to create a new Trial instance (on […]

Tip #1135: For plugins, use SDK with the same or below the server version

Mismatch

Problem Another week, another challenge from Guido “Future Olive Farmer” Preite: I created a plugin for one Online instance (version 8.2.2.1862),  I created a class library project with .NET 4.5.2 and with nuget I installed the Microsoft.CrmSdk.CoreAssemblies version 9.0.2.3 I registered the plugin and I always get this error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, […]

Tip #1133: Rename the view that causes the drama

Scope viewer

Problem Guido “Future Olive Farmer” Preite was not having any luck importing a solution: This is the situation: Sandbox is 9.0.2.441, Production is 9.0.2.197. From the sandbox we exported a solution as managed, when we import to production we get the following error: this solution package cannot be imported because it contains invalid xml… The […]