Category Archives: Dataverse

Use Dataverse search Suggestions API of Microsoft Dynamics 365

Dataverse Search has been a prominent feature in the Microsoft Dynamics 365 CRM environment, offering access to advanced search capabilities. The earlier “Relevance Search” has been upgraded to “Dataverse Search” with some interesting additional enhancements. Previously, we demonstrated how to utilize the Relevance Search API in Power Automate and Canvas Apps. Today, let’s explore the… Read More: Use Dataverse search Suggestions API of Microsoft Dynamics 365 »

Microsoft Dynamics 365 CRM (Dataverse) Security Configuration using New Modern UI

Microsoft Dynamics 365 has introduced a new feature with the latest release. To control data access and protect sensitive data, we are encouraged to apply security roles to users. You can now assign security roles using the new modern UI, though the legacy UI is still available to change security roles. To access the Modern… Read More: Microsoft Dynamics 365 CRM (Dataverse) Security Configuration using New Modern… »

Create tables using Canvas App Designer within Power Platform

As we all know, to create the table in the Power Platform environment we have to go to the Power Apps Home and there we can find the table option inside the Dataverse navigation area. Now suppose you are designing a Canvas App using Canvas App Designer and you want to create a table to… Read More: Create tables using Canvas App Designer within Power Platform »

Single table search option in Dataverse Search

As we all know Microsoft Dynamics 365 CRM introduces the Dataverse Search i.e. Global search box that lets you type a keyword and gets the results by scanning records across entities and fields. You can refer to our previous blog1 and blog2  which explains “Dataverse search” and its capability of global intelligent search. Recently Microsoft… Read More: Single table search option in Dataverse Search »

Easily transform your visual design into Canvas App in Power Apps

Introduction In the recent release, we have a new function called “Image” in the Create app feature of Power Apps using which it’s now possible to create a Canvas app by just uploading an image of an app or form. Also, it will help app-makers to easily turn their designs or sketches into working apps… Read More: Easily transform your visual design into Canvas App in Power… »

Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM

Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More: Enhanced Experience for Adding Line Items/Products along with price list… »

How to Read the current Model-driven App details using client API references

Introduction: In a recent project while working on client-side scriptings, we had come across a requirement where we interact with Dynamics 365 CRM data using WebAPI and query expressions. In most cases, we needed the current Model-driven app AppId to build the WebAPI URLs. We had achieved this by using Dynamics CRM Client API references.… Read More: How to Read the current Model-driven App details using client… »

Decide the views you want to see in Model driven apps in Dynamics 365 CRM / Dataverse

In our earlier blog we talked about the new modern advanced find experience. As a part of modernization exercise we lost the button. Here we discuss what they gave us – Ability to choose the views that you see in the View selector. And that’s a huge one. With the modern advanced find experience enabled,… Read More: Decide the views you want to see in Model driven… »

New look Advanced Find in Model Driven Apps for Dynamics 365 CRM / Dataverse

Much loved and one of the most important features of Dynamics 365 CRM / Dataverse gets an update. The query builder that has been there since inception and one of the most important tool that is used not just by admins but also power users had not seen much updates. In one of the recent… Read More: New look Advanced Find in Model Driven Apps for Dynamics… »