Showing posts with label Dataverse. Show all posts
Showing posts with label Dataverse. Show all posts

Wednesday, April 10, 2024

How to Import Data from Excel to Multiple tables in PowerApps

Introduction:

 

I have created a view on how to import data from excel to multiple tables in Canvas PowerApps

 

Implemented Steps:

 

1. Created 2 tables

 

2. Created Look Up (Related between 2 tables)

 

3. Export Excel from Advance Find


4. Update the Sheet and Update the Another Sheet based on the Look which you created from Point 2.




 


Monday, January 29, 2024

How to use Retrieve and Retrieve Multiple using PowerShell

Introduction:


In this Blog we will see how to use Retrieve and Retrieve Multiple using Power Shell with Dataverse or MSCRM


1. Retrieve:

 

Retrieve Used to Retrieve Single Record at a Time

 

CMDLETS:

 

Get-CrmRecord

 

Sample :

 

Get-CrmRecord -conn $conn -EntityLogicalName account -Id be02caab-6c16-e511-80d6-c4346bc43dc0 -Fields name,accountnumber

 

 

account - Entity Logical Name

be02caab-6c16-e511-80d6-c4346bc43dc0 - GUID of record to Retrieve

name,accountnumber - Field from Account Table

 

 

2. Retrieve Multiple :

 

Retrieve Multiple Used to Retrieve Multiple Records at a Time

 

CMDLETS:

 

Get-CrmRecordsByFetch

 

Sample :

 

$accountFetch = @"
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> 
<entity name="account">
<attribute name="name" /> 
</entity>
</fetch>
"@

$multipleRecord = (Get-CrmRecordsByFetch -conn $conn -Fetch $accountFetch).CrmRecords

 

 

That's it :)

Friday, January 5, 2024

How to Use Dataverse Accelerator -Low Code Automated Plugin

Introduction:


In this Blog, we will see how to use Dataverse Accelerator - Low Code Automated Plugin


Implementation Steps:

 

1. Navigate to https://admin.powerplatform.microsoft.com

 

2. Open the Sales Environment

 

3. Click On Dynamics 365 Apps

 

rampprakash_0-1704438158015.png

 

4. Then Select the Dataverse Accelerator

 

rampprakash_1-1704438212462.png

 

5. Make sure its Installed

 

6. Now Navigate to https://make.powerapps.com

 

7. Click Apps at the Left Side then Select and Play Dataverse Accelerator App

 

rampprakash_2-1704438341829.png

 

8. Once the Page is Opened Click New Plug-in

 

9.  You can see 2 Options one is Instant and Another One is Automated.

 

rampprakash_3-1704438398000.png

 

10. For Today's demo we will see Automated Plugin

 

rampprakash_4-1704438487918.png

 

 

Now Fill the Details like highlighted above.

 

Now Save 

 

11. Now Open Account Entity and Create a Record 

 

12. Once the Record gets created you can see the Description Field Updated as DEMO

 

rampprakash_5-1704438593696.png

 

 

That's it :slightly_smiling_face:

Tuesday, November 28, 2023

How to Enable Copilot for end users in canvas apps

Introduction:


In this Blog we will see how to Enable COPILOT in Canvas PowerApps


Implementation Steps:

 

1. Navigate to https://admin.powerplatform.microsoft.com

 

2. Select the Respective Environment where you want to Enable COPILOT

 

3. Open the Environment

 

rampprakash_1-1701149600928.png

 

4. Click Settings on TOP --> Select Product --> Select Feature

 

rampprakash_2-1701149648231.png

 

 

5. You will see an Option Called COPILOT Enable the Option

 

rampprakash_3-1701149671598.png

 

6. Click Save

 

7. Now go to https://make.powerapps.com

 

8. Click Apps at the Left Side

 

9. Select New and Select Blank Canvas APP

 

10. Once the App Opened --> Click Settings from the top and Click Upcoming Features and Turn On COPILOT COMPONENTS

 

 

rampprakash_4-1701149795634.png

 

11. Once Done Click INSERT and You will See the COPILOT OPTION ENABLED

 

rampprakash_5-1701149856263.png

 

 

 

Note:

 

Current its based on the REGION Specific

Wednesday, November 15, 2023

How to Change help URL in Microsoft Dataverse ?

Introduction:


In this blog we will see how to Change Help URL in Microsoft Dataverse.


Implementation Steps:

 

1. Navigate to your CRM or Microsoft Dataverse.

 

2. In the Top Bar you will see a Question Mark (?) if you click on this it will open a URL

 

rampprakash_0-1700047490410.png

 

3. If we need to change the URL for that we need to follow below steps for the same.

 

4. Click Gear Icon at the TOP

 

5. Select Advance Settings

 

6. Select Administration

 

7. Select System Settings

 

rampprakash_1-1700047554094.png

 

8. Once Clicked it will open a POP UP

 

9. In the General Section --> Search for Option GLOBAL CUSTOM HELP URL

 

rampprakash_2-1700047614206.png

 

 

10. Change the URL

 

That's it :slightly_smiling_face:

Thursday, October 5, 2023

How to Set Lookup Value to Null Using Power Automate - Dataverse

Introduction:


In this Blog, we will see how to set Lookup Value to Null using Power Automate


Implemenation Steps:

 

1. Navigate to https://make.powerautomate.com

 

2. Click My Flows

 

3. Create a New Flow.

 

4. Once the Flow gets Created add the Variable

 

rampprakash_0-1696492380939.png

 

5. Now For Demo am using Owner ID as Variable Set Some Dummy Variable

 

rampprakash_1-1696492452921.png

 

6. Now for Updating Lookup You cannot Directly Set it to Null So You can use below two Expression to Achieve the same.

 

You can use '' (Single Quotes) to set it to Null

 

if(
    empty(variables('Owner ID')),
    '',
    concat(
        'systemusers(',
        variables('Owner ID'),
        ')'
    )
)

 

Else you can use NULL to set the same 

 

if(
    empty(variables('Owner ID')),
    null,
    concat(
        'systemusers(',
        variables('Owner ID'),
        ')'
    )
)

 

rampprakash_2-1696492749317.png

 

 

That's it :slightly_smiling_face:

Thursday, August 31, 2023

How to Use Delete Operations in Microsoft Dataverse or MSCRM

Introduction:


In this Blog we will see how to use Delete operations in Microsoft Dataverse or MSCRM


Implementation Steps:

 

As I mentioned in my Previous Blog you can able to follow how to use Dataverse Connection with Console Application.

 

In this Blog we will see how to use Delete Operation in Dataverse

 

Copy and Paste the below Code for Delete Operations

 

CrmServiceClient service = new CrmServiceClient(connectionString);
service.Delete("account", new Guid("a4cea450-cb0c-ea11-a813-000d3a1b1223"));

 

"account" --> Entity Logical Name

"a4cea450-cb0c-ea11-a813-000d3a1b1223" --> GUID of the Record to Delete

Friday, August 11, 2023

How to Use Update Operations in Microsoft Dataverse or MSCRM

Introduction:


In this Blog, we will see how to use Update Operations in Microsoft Dataverse or MSCRM.


Implementation Steps:

 

As I mentioned in my Previous Blog you can able to follow how to use Dataverse Connection with Console Application.

 

In this Blog we will see how to use Update Operation in Dataverse

 

Copy and Paste the below Code for Update Operations

 

Entity updateAccount = new Entity("account");
updateAccount.Id = new Guid("e0385c7b-8b32-ee11-bdf4-002248d5d764");
updateAccount["name"]= "Updated from Console Application";
service.Update(updateAccount);

 

"account" --> Entity Logical Name

"e0385c7b-8b32-ee11-bdf4-002248d5d764" --> GUID of the Record to Update

"name" --> Field Name to Update

"Updated from Console Application" --> Values to be Updated

Monday, August 7, 2023

How to Use Create Operations in Microsoft Dataverse or MSCRM

Introduction:


In this Blog we will see how to use Create Operations in Microsoft Dataverse or MSCRM environment.


Implementation Steps:

 

As I mentioned in my Previous Blog you can able to follow how to use Dataverse Connection with Console Application.

 

In this Blog we will see how to use Create Operation in Dataverse

 

Copy and Paste the below Code for Create Operations

 

 

 

static void Main(string[] args)
        {
            // Connection string to Dynamics 365
            string connectionString = "AuthType=Office365;Url=https://URL.crm8.dynamics.com/;Username=username@environment.onmicrosoft.com;RequireNewInstance=true;Password=PASSWORD;";

            // Create the CrmServiceClient instance using the connection string
            CrmServiceClient service = new CrmServiceClient(connectionString);

            // Check if the connection was successful
            if (!service.IsReady)
            {
                Console.WriteLine("Failed to connect to Dynamics 365.");
                return;
            }
            else
            {
                Entity createAccount = new Entity("account");
                createAccount["name"] = "Demo Account";
                createAccount["OPTION SET LOGICAL NAME"] = new OptionSetValue(10000);
                createAccount["ENTITY REFERENCE LOGICAL NAME"] = new EntityReference("Entity LogicalName", new Guie(GUID OF RECORD));
                service.Create(createAccount);
            }
        }

 

"account" --> Table Name

"name" --> Logical Name of field Name

OptionSetValue --> to set Drop Down Values

EntityReference --> LookUp Reference.

 

That's it :slightly_smiling_face:

How to Import Data from Excel to Multiple tables in PowerApps

Introduction:   I have created a view on how to import data from excel to multiple tables in Canvas PowerApps   Implemented Steps: ...