Category Archives: Common Data Service

Set Goals, Monitor Performance, Maintain Data Quality – There’s much more in User Adoption Monitor within Dynamics 365 CRM now!

Finding it difficult to keep track of user actions in Dynamics 365 CRM? Want your employees to make optimum use of Dynamics 365 CRM and increase productivity? Then User Adoption Monitor is what you need! A Preferred app on Microsoft AppSource – User Adoption Monitor is the apt app to track, monitor and review user… Read More »

Top 3 reasons why SharePoint Security Sync is must for seamless document management within Dynamics 365 CRM

Easy data storage and seamless attachment management is the necessity of the hour. No business can function efficiently if its data is not maintained properly. Dynamics 365 CRM, a Powerful CRM Software which brings all of your Business Functions Together is one such application which businesses around the world rely on. Now to make Dynamics… Read More »

Using Enhanced Delegation for CDS in Canvas App

Introduction Canvas App is used to perform all kinds of functionalities on the mobile app. In some apps we need to perform various operations. For example, we can search a particular word using a specific letter and finding the count of records as a result. To achieve this, we use functions in the Canvas App.… Read More »

Execution Context for CDS (Current Environment) Connector in Power Automate Flows Explained

Power Automate Flows are executed as an asynchronous background execution. It is important to understand the execution context being used for all the steps/actions designed in the flow for audit purposes. Prior to this setting being made available, you needed to associate a connection with every action and the action was executed under the context… Read More »

How to set or map null value in Lookup Field using Power Automate CDS Connector (Current Environment)

Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »

Mixed Reality Solutions with Power Apps / Dynamics 365 CRM / CDS

In recent times Pokemon Go was a mixed reality game, it showed pokemon characters in your real surrounding using the camera of your mobile phone. And that kind of brought about ideas to present customers with the ability to view the products in their own surroundings that would help them try placing the objects in… Read More »

Identify the trigger message when using Common Data Service (Current) Connector in Power Automate Flows

The earlier versions of the D365 Connector or the Common Data Service connector provided separate triggers for each of the CRUD actions like Create, Update and Delete. The latest version of the connector Common Data Service (Current) which is the one we should be using moving forward in most cases provides a single trigger as… Read More »

Working with Optionsets and Multi-select Optionsets in Canvas Apps using Common Data Service (Current) Connector

In the earlier post we have discussed working with Lookups and Polymorphic Lookups and this time we will focus on Optionsets and Multi-Select Optionsets. OptionSet: Using the CDS (Current) connector, when you include the optionset field on your canvas app, the drop-down items list is auto bound and you do not need to adjust any… Read More »

Working with Complex Data Types in Canvas Apps using Common Data Service (Current) Connector – Lookups & Polymorphic Lookups

A couple of years ago I had visited this topic but back then it was using the Dynamics 365 connector which is now deprecated. New connector changed ways – time to write again more for a personal reference and glad if it helps others out there too. First – let’s look at adding a lookup… Read More »

Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions Explained!

Microsoft Power Automate Flows are the recommended path forward for extending business logic that traditionally was extended using Plugins and Workflows. For code execution trigger we were only offered message as an option and in case of the update message a step forward to choose the fields that need to be updated for the plugin… Read More »