Dataverse

Read more about the article Import Data into a Many-to-Many Relationship Table in Dataverse
Automation / Dataverse / Power Automate / PowerShell

Import Data into a Many-to-Many Relationship Table in Dataverse

Importing data into a table in Dataverse auto-created by a many-to-many relationship proves to be much less straight-forward than it ought to be. For example, PowerApps Dataflows don't support importing to them. In this post, I’ll showcase two methods to import data using both Power Automate and the Dataverse Web API. Scenario: The Auto Inventory Manager I have this Dataverse data model for my Auto Inventory Management solution: Many Models can belong to a single make. That's a classic Many-To-One relationship. However, many models come in many different body styles. (Ex: a Honda Civic comes in a hatchback…

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October 18, 2025
Read more about the article Write to Dataverse Notes Table using Web API
Automation / Dataverse / PowerApps Model Driven

Write to Dataverse Notes Table using Web API

I had a challenge recently where I needed to migrate hundreds of notes from an old database to the Dataverse. Dataverse has an Out of the Box Notes table (logical name “annotations”) that allows for recording notes and attachments against a related table. This post will showcase the preparation steps and PowerShell script used to do just that. Preparation Steps Enable Notes and Attachments For this example, let’s assume we are trying to write rows from a csv into the notes table regarding Purchase Orders. First, ensure the table has the option “Enable Attachments (including notes and files)”…

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July 9, 2025
Read more about the article Intro to Deep Linking in PowerApps
Dataverse / Power Automate / PowerApps Canvas / PowerApps Model Driven

Intro to Deep Linking in PowerApps

Instead of opening an app's main screen, there are scenarios where you'd want to directly take a user to a specific screen. This post will explore how to deep link to a specific record in both Canvas and Model Driven Apps. Example Use Case Consider an example where app contains Purchase Orders. When someone creates a new purchase order (PO), Power Automate sends an email to the manager with a deep link to the corresponding PO. The deep link directly to the main form for that PO. A Deep link in an email navigating to the Main Form…

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July 6, 2025
Read more about the article Cancel an Approval of Behalf of Another User in Power Automate
Dataverse / Power Automate

Cancel an Approval of Behalf of Another User in Power Automate

Using the Approvals Connector within Power Automate is a great way to streamline approvals, as it provides a lot of functionality out of the box. One limitation it has however is the ability to cancel an approval on behalf of another user. For that, we need to use Power Automate and make an update directly in the Approvers table record. Example - Purchase Order Approval Request Using a Model Driven App, I have an IT Inventory tracking system where I need to submit Purchase Orders for manager approval. When the flow button is pressed in the app, the…

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June 20, 2025
Read more about the article Working with Dataverse Column Data Types using Web API
Dataverse / PowerShell

Working with Dataverse Column Data Types using Web API

This guide covers how to create and update common Dataverse column data types using the Dataverse Web API with PowerShell. While standard types are relatively simple to handle, complex types like Lookup require specific formatting and payload structure to be processed correctly. The Basics I already covered the basic CRUD operations using the Web API so I strongly recommend reviewing this post first. Basically, you'll either be using the methods post for create and patch for update. Then, we will pass the payload containing all the columns we want to create or update. We also need to ensure…

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April 11, 2025
Read more about the article Query Dataverse FAST with FetchXML Builder
Dataverse / PowerShell

Query Dataverse FAST with FetchXML Builder

One of the must-have tools for every Power Platform developer is XRMToolBox. Within it is a tool called FetchXML Builder, which lets us connect to our Dataverse environment, browse and query data easily, and export the results in various formats. Don’t let the name 'FetchXML' fool you—it does much more than just fetch XML! We can also convert the query output to OData (Web API) format for use with our scripts. This post is part of my ongoing series on using the Dataverse Web API with PowerShell. Make sure you have read through my post on Obtaining an…

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April 6, 2025
Read more about the article Perform CRUD Operations using the Dataverse Web API
Dataverse / PowerShell

Perform CRUD Operations using the Dataverse Web API

Being able to perform CRUD (Create/Read/Update/Delete) Operations in Dataverse is a fundamental task you'll likely be doing a lot when working with the Web API. I'll show you some common practical examples of how to perform this. This is a continuation in my series on using the Dataverse Web API and PowerShell scripting. If you haven't already, please read my post on Obtaining an Access Token, as you will need to know how to do this first. For my examples, I will be using the Dataverse Contacts Table because it is a standard table every Dataverse environment has…

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April 2, 2025