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Dynamics 365 Xrm.WebApi CRUD Operations Samples and Tips

1 — Quick overview Xrm.WebApi (v9) exposes client-side methods that return Promises (so they are asynchronous). Main methods you’ll use: 2 — Create (insert) a record Notes: 3 — Retrieve a single record 4 — Retrieve multiple records 5 — Update a re...

Dynamics Services G...
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Elastic Tables in Dataverse

1. What Are Elastic Tables? Elastic tables are a special type of Dataverse table optimized for massive data ingestion and high-volume, time-series, or log-style workloads. They use Azure Cosmos DB under the hood, allowing horizontal scalability be...

Dynamics Services G...
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Comprehensive Guide on Microsoft Dataverse

1. What Is Dataverse? Microsoft Dataverse (formerly Common Data Service) is Microsoft’s cloud-based, secure, scalable data platform that underpins the Power Platform (Power Apps, Power Automate, Power Pages, Power BI) and Dynamics 365. It provides...

Dynamics Services G...
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Dynamics 365 CE Data Migration Decision Matrix

A Decision Matrix that helps you or your clients choose the right Dynamics 365 CE Data Migration approach based on data size, complexity, budget, and technical skillset. 📊 Data Migration Decision Matrix – Dynamics 365 CE 1️⃣ By Data Volume Data S...

Dynamics Services G...
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Dynamics 365 CE Data Migration Approaches Overview

📘 Data Migration in Dynamics 365 CE (Customer Engagement) 1️⃣ Out-of-the-Box Solutions 🔹 Data Import Wizard (Excel/CSV Upload) ✅ Pros: Quick setup, no extra tools, works well for master data.❌ Cons: Limited error handling, slow with large datase...

Dynamics Services G...
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Unlocking XRM.Copilot: APIs for Dynamics 365

What is XRM.Copilot? XRM.Copilot is Microsoft’s AI-powered assistant built into the Power Platform and Dynamics 365 ecosystem. In model-driven apps, Copilot helps users by generating natural language responses, surfacing insights, and suggesting a...

Dynamics Services G...
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Uncaught Reference Error: shell is not defined in Power Pages

In Power Pages, shell.getTokenDeferred() is part of the Power Pages runtime and is automatically available only when using authenticated pages that rely on the site authentication system (e.g., local authentication, Azure AD B2C, etc.). If you’re ...

Dynamics Services G...
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Configure and use Knowledge Articles in Dynamics 365 Customer Service

Here’s a step-by-step guide to configure and use Knowledge Articles in Dynamics 365 Customer Service. Knowledge articles help agents quickly find and share solutions to customer issues, and are key to improving case resolution, customer self-servi...

Dynamics Services G...