Xrmtoolbox on It Must Be Code!

How to Create Deep Links to D365 F&O Records with Dataverse Virtual Tables

Wed, 23 Apr 2025 02:30:01 +0000

It is a common requirement for SaaS platform that exposes form over data to be able to share a secure link (a.k.a. Deep Link) to access a given record. That way, links can be shared publicly— via email or Teams message for example—but clicking them still requires the user to authenticate and have the right permissions to access the record.

For instance, Power Platform model-driven apps have this functionality built in. You can simply copy and share the URL exposed in the browser while looking at a specific record. If the recipient has the right credentials, they can click the link and go straight to the record. This predictable URL format also makes it super handy to build automations.

How to Secure a Dataverse Plug-in with Managed Identity using Plugin Identity Manager for XrmToolBox

Sun, 03 Nov 2024 19:41:42 +0000

The ability to assign managed identities to Dataverse plug-ins was recently introduced in the Power Platform and was received with waves of likes and thumbs up from the Power Platform community.

Rightfully so, this powerful feature enables Dataverse plug-ins to securely connect with Azure resources without the hassle of managing credentials.

However, due to technical constraints and limited documentation, setting up plug-in managed identities is not that straightforward and can prove to be a daunting process, even for seasoned Power Platform developers.

Finance and Operations Virtual Entity Manager for XrmToolBox

Sun, 25 Feb 2024 14:52:19 +0000

As Microsoft pursues its One Dynamics, One Platform initiative, substantial investments are made to integrate the D365 Finance and Operations suite with the Power Platform and Dataverse.

These includes the ability to surface most F&O tables as virtual entities in Dataverse. Bringing full CRUD capabilities, but also opening up the whole Power Platform ecosystem to consume and act on F&O data. Think Power Automate, Model-driven and Canvas Apps, PCF Controls, Power Pages, etc.

XrmToolCast – Part 2

Wed, 21 Jul 2021 02:25:41 +0000

I was invited for the 2nd time on the XrmToolCast podcast with Scott Durrow and Daryl Labar, this time to talk about the Custom Api Manager and Catalog Manager for XrmToolbox. XrmToolCast: Dataverse Catalog Manager With David Rivard We’ve challenged David Rivard in to create a tool for Managing Custom APIs . Not only did he accept that challenge and created the , he has also extended it to create another one, the , both of which we dive into on this show. David’s Info and other links: Blog: LinkedIn: … xrmtoolcast.libsyn.com

Dataverse Custom API: Keep It Private

Mon, 25 Jan 2021 02:40:22 +0000

Pursuing my series of blog posts on Dataverse Custom API features, this one will be ‘short and sweet’ and explores the usage of the IsPrivate attribute that can be found on the Custom API Table.

The ability to set an API as a Private message is a unique feature of the Custom API model and does not exist for classic Workflow Custom Actions.

🚨The IsPrivate Attribute is (currently) not available/editable using the out-of-the-box Custom API authoring experience (Model-Driven form). That’s a very good reason to try my Custom API manager tool for XrmToolBox where the attribute can be set easily. 😏

XrmToolCast - Podcast

Tue, 19 Jan 2021 04:29:00 +0000

I had the great pleasure to geek out with Jonas Rapp and Daryl Labar on this episode of XrmToolCast

XrmToolCast: The Dataverse Custom API Collection with David Rivard Dataverse has had custom actions for some time now, and now, a similar new tool is available to Dataverse developer, Custom APIs. We’ve brought David Rivard on to not only help define what they are, but to talk about his new . Other topics covered: What’s the difference between Custom A… xrmtoolcast.libsyn.com

Custom API Manager for XrmToolBox

Mon, 04 Jan 2021 02:46:01 +0000

Like most Power Platform developers, I am a heavy user of the XrmToolBox a community project led by Tanguy Touzard. The myriad of tools it surfaces just makes my day to day job a lot less painful. I also secretly been wanting to write a tool of my own to contribute to this amazing project for a long time.

The wait is over 🎉

Today, I’m proud to release my first tool called Custom API Manager, and I really think that it will fill a gap in the current Custom API authoring experience.

XTB.CustomApiManager for XrmToolBox

Sat, 02 Jan 2021 21:33:54 +0000

drivardxrm/XTB.CustomApiManager Dataverse Custom Api Manager for XrmToolBox. Contribute to drivardxrm/XTB.CustomApiManager development by creating an account on GitHub. github.com

Management tool that provides 360° View of Dataverse Custom APIs. Provides CRUD operations on Custom API, Request Parameters (Inputs) and Response Properties (Outputs).

Integrates with Custom API Tester Tool

Please submit any ideas 💡 or questions ❓ here.

Dataverse Custom API Manager · XrmToolBox Management tool that provides 360° View of Dataverse Custom APIs. Provides CRUD operations on Custom API, Request Parameters (Inputs) and Response Properties (Outputs). www.xrmtoolbox.com XTB.CustomApiManager 1.2020.12.27 Management tool that provides 360° View of Dataverse Custom APIs. Provides CRUD operations on Custom API, Request Parameters (Inputs) and Response Properties (Outputs). www.nuget.org