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

 

 

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

 

 

8. Once Clicked it will open a POP UP

 

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

 

 

 

10. Change the URL

 

That's it 

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

 

 

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

 

 

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'),
        ')'
    )
)

 

 

 

That's it 

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

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

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 

How to Use Retrieve Operation in Dataverse using Console Application

Introduction:

In this Blog we will see how to use Retrieve Operation in Dataverse using Console Applicaiton

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 Retrieve Operation in Dataverse

 

Copy paste the Below Code

 

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 retrieveAccount = service.Retrieve("account", new Guid("e5c5f9b6-6b2f-ee11-bdf4-002248d5d764"),
                    new Microsoft.Xrm.Sdk.Query.ColumnSet(true));

                string accountName = retrieveAccount.Attributes["name"].ToString();
                EntityReference AccountOwner = (EntityReference)retrieveAccount.Attributes["ownerid"];
            }
        }

 

In the above snippet you will see 

 

"account" --> Logical Name of the Table

"e5c5f9b6-6b2f-ee11-bdf4-002248d5d764" --> Guid of the Record

Microsoft.Xrm.Sdk.Query.ColumnSet(true) --> (true) to retrieve all the Records from the table

retrieveAccount.Attributes["name"].ToString() --> Retrieve Name of the Record from the Account Table

(EntityReference)retrieveAccount.Attributes["ownerid"] --> Retrieve Owner of the Record from the Account Table

Video : https://youtu.be/9td8eyx1hkc

How to Connect Dataverse with Console Application

Introduction:

In this Blog we will see how to Connect Dataverse with Console Application.

Implementation Steps:

 

1. Open Visual Studio

 

2. Search for .Net Framework

 

 

 

3. Select Next 

 

 

4. Input your Name and Click Create

 

5. It will Create a Console Application Project

 

6. Once Created Input the Below Code

 

try
                {
                    ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
                    CrmServiceClient conn = CrmServiceClient(ConfigurationManager.ConnectionStrings["Xrm"].ConnectionString.Decrypt());
                    conn = new CrmServiceClient("AuthType=Office365;Url=https://URL.crm4.dynamics.com/;Username=USERNAME;Password=PASSWORD;RequireNewInstance=True");

                    if (conn.IsReady)
                    {
// Connection Established
                    }
else{
// Connection Not Established
}

                    return conn;
                }
                catch (Exception ex)
                {
                    throw;
                }

 

7. Once you pasted above code you will get error like below (ITS because of Missing Assembly)

 

 

 

8. Right Click on the error CRMServiceClient you will get Quick Actions Select and Select Install Package Microsoft.CrmSdk.XrmTooling.CoreAssembly

 

 

9. Once Done it will automatically install all the Respective Assembly 

 

 

 

That's it 

 

Once done you are good to go with the CRM Connection and process.

 

Note:

 

We can use Client ID and Client Secret as well to establish Connection