01Jan 2026 by admin
Dataverse Connectivity: Connectors vs. Model Context Protocol (MCP)

Dataverse Connectivity: Connectors vs. Model Context Protocol (MCP)

AI, Dataverse (CDS), Dynamics 365 CE, MCP Server, PowerPlatform
Choosing the right way to connect to Dataverse is essential for building effective business applications and AI agents. While most organizations currently rely on traditional connectors, the Model Context Protocol (MCP) is emerging as the future of intelligent data interaction. Connectors: The Reliable Standard Connectors are built on established best practices and provide enterprise-grade reliability. They are the best choice when you need deterministic behaviors—predictable outcomes where the app performs predefined actions. Strengths Established best practices and enterprise-grade reliability Leverages existing Power Platform connector infrastructure Support multiple authentication modes Weaknesses: Executes predefined actions rather than allowing AI reasoning Not suitable for If queries could contain large datasets (1000+ records)   MCP: The Intelligent Future MCP is designed for when you need your agents to actually "think" about your data rather…
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01Jan 2026 by admin
Empowering Sellers with the Dynamics 365 Sales MCP Server (Preview)

Empowering Sellers with the Dynamics 365 Sales MCP Server (Preview)

AI, Dataverse (CDS), Dynamics 365 CE, MCP Server
The Model Context Protocol (MCP) is a new standard that bridges the gap between AI assistants—like ChatGPT and Claude—and your Dynamics 365 Sales data. This integration allows you to build custom AI agents that can interact directly with your sales environment, providing sellers with specialized tools and real-time insights. Why Move to Sales MCP? By utilizing the Sales MCP server, you can extend AI agents beyond simple chat. These agents can perform comprehensive research, analyze customer engagement, and even draft personalized outreach, all within a unified workflow. This is particularly powerful when combined with the Dataverse MCP server, which enables CRUD (Create, Read, Update, Delete) operations on your records. Tools Supported in Preview The Sales MCP Server is powered by the Sales Qualification Agent and includes several high-impact tools: •…
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01Jan 2026 by admin
Modernizing Support: Dynamics 365 Customer Service MCP Server (Preview)

Modernizing Support: Dynamics 365 Customer Service MCP Server (Preview)

AI, Dataverse (CDS), Dynamics 365 CE, MCP Server, PowerPlatform
The Dynamics 365 Customer Service Model Context Protocol (MCP) server is a preview feature designed to help developers and representatives automate service workflows and resolve customer issues with higher efficiency. By connecting Dynamics 365 Customer Service to platforms that support the MCP protocol, you can build custom agents that streamline complex, cross-functional business operations. Key Capabilities and Cross-Functional Automation The true power of the MCP server lies in its ability to bridge different business applications. For example, an agent can engage with the Customer Service MCP server and then trigger an order generation through a Dynamics 365 Business Central MCP server. This creates a seamless experience across Sales, ERP, and Service systems. Tools Available in the Preview The server provides specific tools to handle case management and communication: • enrich_case:…
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07Dec 2018 by admin
PowerApps Canvas using Status Fields in CDS

PowerApps Canvas using Status Fields in CDS

Common Data Services CDS, Dynamics 365 CE, Flow, PowerApps, PowerPlatform
When creating a new Custom Entity and also out of the box core entities, automatically the system in this case CDS will create a series of fields that are used internally and for auditing, and others for user and application use, in this blog I want to give more details on how the Status and Status Reason are used in CDS, and how is been in Dynamics 365 CE for many years earlier.  The Status and Status Reason fields are used to make the records Active or Inactive, giving you the option to mention why the record is active (New, Active, In-progress, draft) or inactive (Cancel, Completed, Sent, ...), when the record is inactive in Dynamics 365 CE, you can NOT make more changes to the record and you will…
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06Dec 2018 by admin
PowerApps Canvas using Lookups with CDS

PowerApps Canvas using Lookups with CDS

Common Data Services CDS, Dynamics 365 CE, Flow, PowerApps, PowerPlatform
The following video is the second part of how to use Canvas apps Lookup fields with CDS (Common Data Service), this video covers how to use the combo box to display lookup fields and using CDS entities or collections to display the data, also how to save the data with PowerApps Patch function and Flow. Previously I presented a blog post and video that show how to use the Dynamics 365 connector with the canvas app and lookups, this videos will provide more details on how to use lookups with CDS (Common Data Service), there are some differences when using the Patch function on the PowerApps application. The application is similar on screen and how the collections and entities are assigned to the Combo box controls, where the differences are…
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04Dec 2018 by admin
Canvas and CDS Relationships

Canvas and CDS Relationships

Common Data Services CDS, Dynamics 365 CE, PowerApps, PowerPlatform
New features on the Common Data Service is the relationships and this blog is part of a video posted on Youtube, we will describe most of the features benefits but I will recommend viewing the video. the original documentation will give more details on how to create the Lookup fields and the relationships, the following link has the details Create a Relationship between entities (more…)
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03Dec 2018 by admin
Canvas Using OptionSets and Lookup Fields

Canvas Using OptionSets and Lookup Fields

Dynamics 365 CE, PowerApps, PowerPlatform
The new options from the CDS and PowerApps canvas applications is to use relationships with 1 to many, or many to 1, however this is natively in the Dynamics 365 CE and now on CDS, but how we use these type of fields; for a technical CRM developer this was using the Code Value for the Optionsets and using the ID Guid for the Lookups, among other parts for the complex object. The new web API help to resolve or make it more interesting the way we use these 2 objects, let me get into the details on CRM before we get into the PowerApps Canvas App. (more…)
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