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This post discusses using Microsoft Dynamics 365 Business Rules as a low-code solution for implementing business logic. It emphasizes their ability to automate processes and enhance user experience while offering practical tips on scope selection, performance considerations, and alternatives for complex scenarios. Thorough testing and clear documentation are also highlighted as vital practices.
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The content explains the differences between managed and unmanaged solutions in Power Apps and Dynamics 365, emphasizing their roles in development, testing, and production environments. Unmanaged solutions allow for flexibility and editing, whereas managed solutions are fixed and secure for deployment. Understanding solution layers is crucial for maintaining effective customizations.
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Managing cloud flow run history in Dataverse enhances automation tracking in Dynamics 365. Centralized monitoring, security via RBAC, and optimized performance allow for effective data management. Admins can adjust retention periods and retrieve data using APIs or the Maker Portal, ensuring better control over automated workflows and troubleshooting processes.
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The post discusses how to restore deleted records in Dynamics 365 using C#, highlighting the process of retrieving deleted records from a special “bin” datasource via FetchXML or QueryExpression. It also explains how to restore records and check if the recycle bin is enabled for specific tables, while cautioning about alternate keys not being supported.
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Data masking in Dynamics 365 is vital for protecting sensitive customer information, such as credit card numbers and social security numbers. This technique replaces confidential data with masked characters, permitting access only to authorized users. The post explains how to create, manage, and assign masking rules to ensure data security and compliance effectively.
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The content explains how to use the Upsert operation in Dynamics 365 to efficiently manage data integration without manually checking if records exist. Upsert simplifies processes by automatically updating existing records or creating new ones. It supports bulk operations, alternate keys, and offers examples in C# and JavaScript for implementation.
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