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SSIS (.dtsx in Visual Studio) vs XrmToolBox — Data Transporter

SSIS (.dtsx in Visual Studio) vs XrmToolBox — Data Transporter SSIS (.dtsx in Visual Studio) vs XrmToolBox — Data Transporter Technical Comparison and Practical Guide for Moving Data Between Dynamics 365 / Dataverse Environments Moving data between environments (dev → test → prod) is something every team working with Dynamics 365 / Dataverse does frequently. There are two common operational approaches: Classic SSIS (Visual Studio .dtsx packages with Data Flow, Lookups, Scripts, SQL staging, etc.) — an industrial ETL/ELT approach. XrmToolBox – Data Transporter (a lightweight plugin for copying records between organizations) — a manual, fast, developer-oriented approach. Below we break down the real differences, risks, and practical recommendations for each method. 1) Architecture and Philosophy SSIS (.dtsx in Visual Studio) ETL/ELT architecture: connect to sources (SQL, CSV, APIs), transform (Derived Column, Lookup, Script Component) and load into Dat...
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Dynamics 365 Web API: How to Perform Multiple POST or Upsert Operations

Dynamics 365 Web API: How to Perform Multiple POST or Upsert Operations Dynamics 365 Web API: How to Perform Multiple POST or Upsert Operations The Dynamics 365 Web API provides a powerful way to interact with data in a structured and scalable manner. Among its most efficient — yet often underutilized — capabilities is the ability to perform multiple record operations (batch requests) or upserts (insert or update) in a single call. This article walks you through how to correctly build URIs, structure JSON payloads, handle lookup bindings using @odata.bind , and understand how Dynamics 365 interprets and processes these requests internally. 🧩 1. What Is an Upsert Operation? An Upsert is a hybrid between two common database operations: Insert (POST): Creates a new record. Update (PATCH): Updates an existing record. Dynamics 365 automatically determines whether to insert or update based on whether a record with the specified Alternate Key already exists. ...

Dynamics 365 CRM – Plugin Pipeline Explained: PreValidation, PreOperation, PostOperation

Dynamics 365 CRM – Plugin Pipeline Explained: PreValidation, PreOperation, PostOperation Dynamics 365 CRM – Plugin Pipeline Explained: PreValidation, PreOperation, PostOperation When developing in Dynamics 365, sooner or later you will work with Plugins: key components that allow us to extend business logic beyond what low-code tools provide. But not all plugins are the same. Depending on the stage where they are registered in the execution pipeline (PreValidation, PreOperation, and PostOperation), the behavior can be very different. Choosing the right stage can make the difference between an elegant solution and a future maintenance problem. In this article, you will learn: The difference between PreValidation , PreOperation , and PostOperation . When to use each stage. How to leverage PreImage and PostImage . The best practices to keep your plugins clean, efficient, and reliable. What is a Plugin in Dynamics 365? A Plugin is C# code that run...

Developers vs Testers – Understanding Testing Roles in Software Development

Developers vs Testers – Roles, Responsibilities, and the Human Side of Testing Developers vs Testers – Roles, Responsibilities, and the Human Side of Testing When we talk about testing, everyone has something in mind… but not always the same thing. For some, testing means technical checks: performance, load, security. For others, it’s about making sure the application meets business needs. The truth is that testing is a wide universe, and that’s often where clashes between developers and testers appear: Who should write certain tests? Which tasks are best handled by developers? Which ones are more suitable for testers? Let’s take a look at this world, clarify roles and responsibilities, and highlight the importance of speaking a common language so the team can move forward together. 1. Types of testing according to ISTQB The ISTQB (International Software Testing Qualifications...

Dynamics 365 CRM – Managing Translations in JavaScript with RESX Files

Dynamics 365 CRM – Managing Translations in JavaScript with RESX Files Dynamics 365 CRM – Managing Translations in JavaScript with RESX Files In multi-language environments within Dynamics 365 CRM , it is common to display localized messages in alerts, pop-ups, or validation logic. A robust solution is to use .resx resource files together with Xrm.Utility.getResourceString in JavaScript. Retrieving a Translation The standard pattern to retrieve a translated message is: Xrm.Utility.getResourceString( namespace.localization.webResourceName, namespace.localization.messageKey ); webResourceName : the name of the .resx resource file, without specifying a language ID. Dynamics automatically loads the correct language based on the user’s settings. messageKey : the key defined in the .resx file that contains the translated message. Best Practices for Structuring Keys Organizing translations in a c...

Dynamics 365 CRM – How to Retrieve Entity Information in JavaScript

Dynamics 365 CRM – How to Retrieve Entity Information in JavaScript Dynamics 365 CRM – How to Retrieve Entity Information in JavaScript When developing customizations in Microsoft Dynamics 365 CRM , one of the key aspects is being able to retrieve information about the current record on a form. This is essential for implementing custom logic, making API calls, or integrating with external systems. In this article, you’ll learn the most important properties you can use in JavaScript within Dynamics 365 CRM , along with code examples you can apply directly in your projects. Most Commonly Used Properties in Dynamics 365 CRM JavaScript Forms 1. EntityId Returns the unique identifier (GUID) of the currently open record. This is critical for API calls or any record-specific operations. var entityId = Xrm.Page.data.entity.getId(); console.log("EntityId:", entityId); 2. EntityIdWithoutBraces Retrieves the record’s GUID wi...

How to Fix “A binary operator with incompatible types was detected” in Power Automate

Fixing Power Automate Error – A Binary Operator with Incompatible Types When working with Power Automate , we often encounter errors that seem simple but can be quite confusing. One common error that many developers face when using List rows or filters in Power Automate is: Error: A binary operator with incompatible types was detected. In this post, I’ll explain why this error happens and how you can fix it quickly so your flows run smoothly. Why This Error Happens This error usually appears when you are trying to apply a filter query in a List rows action and you are comparing two fields with incompatible types. For example: Comparing a lookup field directly with a text value. Comparing an integer field with a string. In Dataverse, certain fields, like lookups , require you to use their GUID values in the filter. If the types don’t match, Power Automate throws the binary operator error. How ...