thank you for doing this video.... I did not expect you to do this when I requested for it. Thank you sooo much. Can you do a video on Virtual entity concept
Hi, I'm working on creating a unified view for Contacts, Accounts, and Leads in our CRM system. I've utilized Power Platforms to create custom forms within the environment, with DataVerse serving as our storage solution. To accommodate different businesses, I've set up three separate tenants, and there's one tenant for the central view. For data integration, I've established a dataflow to import contacts into the central view from the three tenants, but I'm encountering issues with duplicates. I'd like guidance on how to effectively merge these imported/newly created records and also display on the customer record that it includes properties from Tenant A and/or Tenant B.
I would like to know how are you making the below happen. On going to create a new connection and selecting the lookup field " Name" in the "Connected to " tab how are you being able to jump from account entities to contact entities and sift through each of the contact records. I have tried to understand Connections in a model driven app and every-time I click on the lookup field it only gives me account and users as options to chose from. How do i make other entities accessible from the lookup and then chose an appropriate entity record to create a connections.
thanks a lot!!! my users are looking for this. but now they want more ;-) they want to create a dynamic marketing list where the contact has a specific connexion (a "techno expert" connexion) with some companies (which has specific criterion, like revenues) but also, they also want the primary contact of these companies if there is no "techno expert" connected to this company. I dont know how to do this. in SQL its easy, but the views and filter capabilities in the CRM is less intuitive. So they want: all the companies with specific revenues, from there, they want the techno expert connected contact or the primary contact if there is no techno expert found. they'll send emails to these persons. any idea?
The commentary in the video is not in sync with the clicks. It is very hard to follow when the comments are quick and fast and the clicks are even faster.
With connections we no need to establish custom relationship. So in plugin code how can we fetch related records ? Like in case of custom relation we can use LinkEntity in QueryExpression but in case of Connection is there any way ?
Explanation is too good, Could you please explain more on integrations like Azure logic Apps, Function Apps, Service Bus, Data Storage in Azure. SSIS.. etc., How to Deploy Logic Apps, Function Apps to higher environments. Thank you
Title is misleading, not a good comparison b/w connections and relationships, no cons mentioned for connections. Only one side of connection is shown, when we go to the other record, we again need to fill in the role. Connections confuse the user as they have to select record from the right entity and they also need to select the right role on each side of the relationship.
Thank you so much for your efforts sir!!!!
Thanks
Thank you so much for the informative demonstration of connections
Thank you sir, your videos helped me to understand more about d365.
Thanks
Thanks for this video.
Please ensure audio matches with the video.
Will take care thanks
Thanks a lot sir..for your efforts...it's really commendable...❤️❤️❤️
Thanks
Great video, really helped me
Nice explanation.. connections entity level or record level? Once created connections on record that available particular record not entity level?
From 20:10 to 20:19 the audio isn't audible,
Can you please add the related comments for that time frame.
Thank you
thank you for doing this video.... I did not expect you to do this when I requested for it. Thank you sooo much. Can you do a video on Virtual entity concept
Ok will do
thanks. your video helped.
Hi,
I'm working on creating a unified view for Contacts, Accounts, and Leads in our CRM system.
I've utilized Power Platforms to create custom forms within the environment, with DataVerse serving as our storage solution. To accommodate different businesses, I've set up three separate tenants, and there's one tenant for the central view.
For data integration, I've established a dataflow to import contacts into the central view from the three tenants, but I'm encountering issues with duplicates.
I'd like guidance on how to effectively merge these imported/newly created records and also display on the customer record that it includes properties from Tenant A and/or Tenant B.
Very well explained :)
I would like to know how are you making the below happen. On going to create a new connection and selecting the lookup field " Name" in the "Connected to " tab how are you being able to jump from account entities to contact entities and sift through each of the contact records. I have tried to understand Connections in a model driven app and every-time I click on the lookup field it only gives me account and users as options to chose from. How do i make other entities accessible from the lookup and then chose an appropriate entity record to create a connections.
thanks a lot!!!
my users are looking for this.
but now they want more ;-)
they want to create a dynamic marketing list where the contact has a specific connexion (a "techno expert" connexion) with some companies (which has specific criterion, like revenues)
but also, they also want the primary contact of these companies if there is no "techno expert" connected to this company.
I dont know how to do this.
in SQL its easy, but the views and filter capabilities in the CRM is less intuitive.
So they want:
all the companies with specific revenues, from there, they want the techno expert connected contact or the primary contact if there is no techno expert found.
they'll send emails to these persons.
any idea?
Multiselect lookup fields are supported although connections still have a special use case
The commentary in the video is not in sync with the clicks. It is very hard to follow when the comments are quick and fast and the clicks are even faster.
With connections we no need to establish custom relationship. So in plugin code how can we fetch related records ? Like in case of custom relation we can use LinkEntity in QueryExpression but in case of Connection is there any way ?
We can use fetchXML to extract records
Please share this PPT. Great video.
Take screenshots from video
Explanation is too good, Could you please explain more on integrations like Azure logic Apps, Function Apps, Service Bus, Data Storage in Azure. SSIS.. etc.,
How to Deploy Logic Apps, Function Apps to higher environments.
Thank you
Title is misleading, not a good comparison b/w connections and relationships, no cons mentioned for connections. Only one side of connection is shown, when we go to the other record, we again need to fill in the role. Connections confuse the user as they have to select record from the right entity and they also need to select the right role on each side of the relationship.