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

 

 

4. Then Select the Dataverse Accelerator

 

 

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

 

 

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

 

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

 

 

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

 

 

 

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

 

 

 

That's it 

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

 

 

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

 

 

 

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

 

 

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

 

 

 

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

 

 

 

 

Note:

 

Current its based on the REGION Specific

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