Crm Minds

Tag: Dynamics 365

  • Creating and Managing Data Masking Rules in Dynamics 365

    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…

  • Dynamics 365 – Use Upsert to Create or Update Records

    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.

  • Dynamics 365 – Creating and Calling Custom APIs

    Custom APIs in Dynamics 365 enable the creation of custom business logic, facilitating integration with Power Automate and external systems. This guide outlines the steps to register a Custom API in Dataverse, link it to a plugin, and configure input/output parameters. A practical example of copying user roles within Dataverse…

  • Dynamics 365 – How to Start a Plugin Project with PAC CLI

    This article explains the process of quickly creating a new Dynamics 365 Plugin project using PAC CLI. It covers the installation of PAC CLI via .NET Tool, project setup, and the steps to create and deploy a plugin. Key commands and configurations for generating early bound models are also detailed…

  • Dynamics 365 – Disable Record Creation in Timeline

    This post discusses a method to restrict users from manually creating records in specific table types on the timeline in PowerApps. By accessing the form designer and adjusting the timeline control’s properties, users can uncheck the “Create directly from timeline” option for certain activity types to block their registration.

  • Dynamics 365 -Custom Filter for Subgrids with setFilterXml

    The post discusses the use of the setFilterXml method in Dynamics 365 for applying custom filters to subgrids. It highlights accessing the subgrid control, retrieving existing FetchXml, modifying queries if needed, and using setFilterXml for custom logic. Note that this method is unsupported, so caution is advised.