CRM – Page 23 – Nishant Rana's Weblog

Sample code (C#) for Multi-Table Lookup / Polymorphic Lookup attribute in Dataverse / Dynamics 365

For creating multi-table lookup we already have an XrmToolBox plugin Polymorphic Lookup Creator which we should be using ideally, but in case somebody wants to try it out, the below shared sample code can be referred.

Below is our custom table named mycustomtable to which we’d add a multi-table lookup which references case, contact and account entity.

We need to call CreatePolymorphicLookupAttribute Action, which expects 3 parameters

Below is the sample code to create the polymorphic lookup.

string ConnectionString = "AuthType = OAuth; " +
                  "AppId=51f81489-12ee-4a9e-aaae-a2591f45987d; " +
                  "Username=user@domain.onmicrosoft.com; " +
                  "Password=pwd; " +
                  "RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97;" +
                  "Url = https://orgname.crm4.dynamics.com/;";


 CrmServiceClient svc = new CrmServiceClient(ConnectionString);

            if (svc.IsReady)
            {
                // Create PolymorphicLookupAttribute 
                // with mycustomtable custom entity / table
                // referencing case, contact and account entity
                var varOrgRequest = new OrganizationRequest();

                // specify the request name
                varOrgRequest.RequestName = "CreatePolymorphicLookupAttribute";

                // specify lookup attribute details
                varOrgRequest.Parameters["Lookup"] = new LookupAttributeMetadata()
                {
                    SchemaName = "crf82_mypolymorphiclookup",
                    DisplayName = new Label("My Polymorphic Lookup", 1033)
                };

                // referencing entity is our custom entity named my custom table
                // referenced entity is incident
                var oneToManyRelation1 = new OneToManyRelationshipMetadata();
                oneToManyRelation1.ReferencingEntity = "crf82_mycustomtable";
                oneToManyRelation1.ReferencedEntity = "incident";
                oneToManyRelation1.SchemaName = "crf82_mycustomtable_crf82_incident";

                // referencing entity is our custom entity named my custom table
                // referenced entity is contact
                var oneToManyRelation2 = new OneToManyRelationshipMetadata();
                oneToManyRelation2.ReferencingEntity = "crf82_mycustomtable";
                oneToManyRelation2.ReferencedEntity = "contact";
                oneToManyRelation2.SchemaName = "crf82_mycustomtable_crf82_contact";


                // referencing entity is our custom entity named my custom table
                // referenced entity is account
                var oneToManyRelation3 = new OneToManyRelationshipMetadata();
                oneToManyRelation3.ReferencingEntity = "crf82_mycustomtable";
                oneToManyRelation3.ReferencedEntity = "account";
                oneToManyRelation3.SchemaName = "crf82_mycustomtable_crf82_account";

                // populate OneToManyRelationships parameter of CreatePolymorphicLookupAttribute request
                varOrgRequest.Parameters["OneToManyRelationships"] = new OneToManyRelationshipMetadata[]
                {
                    oneToManyRelation1, oneToManyRelation2, oneToManyRelation3
                };

                // specify the existing solution name 
                varOrgRequest.Parameters["SolutionUniqueName"] = "MySolution";

                var response = svc.Execute(varOrgRequest);
            }

The lookup à

Sample code to add a new relationship to an existing lookup.

                var createOneToManyRelationshipRequest = new CreateOneToManyRequest();

                // referencing entity is our custom entity named mycustomtable
                // referenced entity is contact - add the entity to be added
                var oneToManyRelationAdd = new OneToManyRelationshipMetadata();
                oneToManyRelationAdd.ReferencingEntity = "crf82_mycustomtable";
                oneToManyRelationAdd.ReferencedEntity = "contact";
                oneToManyRelationAdd.SchemaName = "crf82_mycustomtable_crf82_contact";

                createOneToManyRelationshipRequest.OneToManyRelationship = oneToManyRelationAdd;


                // specify lookup attribute details to which new relationship is to be added
                createOneToManyRelationshipRequest.Parameters["Lookup"] = new LookupAttributeMetadata()
                {
                    SchemaName = "crf82_mypolymorphiclookup",
                    DisplayName = new Label("My Polymorphic Lookup", 1033)
                };


                var createOneToManyRelationshipResponse = svc.Execute(createOneToManyRelationshipRequest);

Sample code to remove relationship from an existing lookup.

 var deleteRelationShip = new DeleteRelationshipRequest();
                // specify schema name of the relationship 
                deleteRelationShip.Name = "crf82_mycustomtable_crf82_contact1";
                svc.Execute(deleteRelationShip);

Sample code to delete the lookup

  // User delete attribute request 
                DeleteAttributeRequest varDelRequest = new DeleteAttributeRequest();

                // specify the entity name
                varDelRequest.EntityLogicalName = "crf82_mycustomtable";

                // specify the schema name of the entity
                varDelRequest.LogicalName = "crf82_mymultitablelookup";
                svc.Execute(varDelRequest);

Get all the details here –

Testing a polymorphic lookup

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/multitable-lookup?branch=pr-en-us-4448

Hope it helps..

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How to – use HTTP Action to call DataVerse / Dynamics 365 Web API in Power Automate

Let us take a simple example, to see the steps involved.

Here we will be manually triggering a flow, getting the token, and calling the WhoAmI request in Microsoft Dataverse / Dynamics 365.

This is how our final Flow looks like.

Inside the first HTTP action, we are calling OAuth 2.0 token endpoint v1. We have MyCrmApp registered in Azure AD and have generated the client secret for it.

Also we have created an Application User using the above application details and have given the appropriate security role.

Below is how our HTTP request looks like.

Method	POST
URI	https://login.microsoftonline.com/489f9a0f-1326-42ae-a00c-0dd3cd16e6e9/oauth2/token
Headers
Content-Type	application/x-www-form-urlencoded
Body	grant_type=client_credentials& client_id=ad7a1cc4-123f-4270-9c11-29eb1686e203& client_secret=m7.xyzsdfsdfe.jZ0odh-C-85qg70QPfnsI& resource=https://[orgname].crm.dynamics.com/

Next, we have added the Compose action to get the token from the output of the HTTP request.

Inputs (Expression) = outputs(‘HTTP’).body.access_token

Next, we have added the HTTP action again to calls the WhoAmI request using the above token.

Method	GET
URI	https://trialcrm.api.crm.dynamics.com/api/data/v9.2/WhoAmI
Headers
Content-Type	application/json
Authorization	Bearer [Output of the previous step]

On triggering our Flow succeeds as shown below.

The output of the first HTTP request.

Compose step has the access token

And the final step has the result of the HTTP Get request to WhoAmI

The helpful post –

https://carinaclaesson.com/2019/11/24/using-power-automate-to-trigger-on-create-or-update-in-the-cds-and-make-http-requests-with-oauth-2-0-authentication/

https://sharepointmadeeasy.blogspot.com/2018/02/microsoft-flow-http-rest-api-invalid.html

Hope it helps..

Check other posts on Power Automate –

Action ‘Update_a_record’ failed: An error has occurred. No resources were found when selecting for update – Fixing Cross-Company Update Issues in Finance & Operations Using Dataverse Virtual Entities (Power Automate)

by Nishant Rana

How to Identify and Update Power Automate HTTP Request Trigger Flows Before November 2025

by Nishant Rana

How to – Find Every Cloud Flow That References a Specific Column / Field (Dataverse/ Dynamics 365)

by Nishant Rana

Favorite your Actions and Connectors for quick retrieval in Cloud Flows (Power Automate)

by Nishant Rana

Update Business Process Flow Stage using Excel Import with Power Automate – Dataverse / Dynamics 365

by Nishant Rana

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Can we update ‘SYSTEM’ user in Dynamics 365 / Dataverse?

We recently were asked to check the possibility of updating the SYSTEM user specifically the primary email field of it.

https://docs.microsoft.com/en-us/power-platform/admin/system-application-users

Usually, we use SYSTEM user to specify the plugin’s execution context for business requirements that needs elevation of privileges.

And also we can neither update it from the user interface nor it is recommended to update the SYSTEM user.

If we try to update the user through code, we’d get the below error message

Error updating Users – No modifications to the ‘SYSTEM’ or ‘INTEGRATION’ user are permitted. [See the Execution Plan tab for details of where this error occurred]

Hope it helps..

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Update Personal Options / Personalization Settings using UpdateUserSettingsSystemUser Request – Dynamics 365

Recently we had a requirement to update the “Negative Currency Format” – Regional Options for all the users.

We could not find this option in our favorite plugin – User Settings Utility.

So to programmatically update it we use the below code.

Or using our most favorite plugin – SQL 4 CDS

Updating it to the required format – 5

The Result –

Get more details here-

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/usersettings?view=dynamics-ce-odata-9

Hope it helps..

C# Code –

  CrmServiceClient svc = new CrmServiceClient(ConnectionString);
            
            if (svc.IsReady)
            {
                var reqUpdateUserSettings = new UpdateUserSettingsSystemUserRequest();

                // GUID of the System User
                reqUpdateUserSettings.UserId = new Guid("18392d47-9dc0-eb11-8235-00224808ff23");

                // reference the usersettings Entity
                reqUpdateUserSettings.Settings = new Entity("usersettings");

                // update the negativecurrencyformatcode to appropriate integer value
                reqUpdateUserSettings.Settings.Attributes["negativecurrencyformatcode"] = 5;

                var response = (UpdateUserSettingsSystemUserResponse)
                    svc.Execute(reqUpdateUserSettings);
            }

SQL –

update usersettings 
set negativecurrencyformatcode = 5
where systemuserid = '18392d47-9dc0-eb11-8235-00224808ff23'

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Interactive login option in CDS/CRM Connection Manager in KingswaySoft Dynamics 365 Integration Toolkit

With the new release, the CDS/CRM connection manager adds a new Interactive Login option in the CDS/CRM Connection Manager for Authentication Type as OAuth.

Interactive login allows the user to log in using his account details (to establish the connection with CRM) without the need for registering the application in the Azure Active Directory.

This is supposed to be used only during design time.

Enter User Name and the CDS/CRM URL and click on Test Connection.