How to Create a Custom Virtual  Entity Data Provider?

How to Create a Custom Virtual Entity Data Provider?

Virtual tables (also known as virtual entities) enable the integration of data residing in external systems by seamlessly representing that data as tables in Microsoft Dataverse, without replication of data and often without custom coding.

Step 1: First, Register your Assembly

Register your Assembly

Step 2: Choose the new Register New Data Provider Option.

Register New Data Provider Option

Step 3: We are creating a new solution here, so add details.

creating a new solution

Step 4: Then Click on the Save button. It will open the dialog box to Create a new data source.

dialog box

Step 5: Add the display name and plural name for the data source. And select the Solution in which you want to create a new data source.

After filling required details, click on the Create button. It will open a pop-up to register a new data provider.

Step 6: Choose your plug-in assembly & set the Retrieve/RetrieveMultiple handlers you’ve created.

RetrieveMultiple handlers

Registration complete.

After registering, the data provider goes to the CRM.

Step 7: In D365, Under Administration -> Virtual Entity Data Source-> New, Choose the Data Provider.

Choose the Data Provider

Step 8: Now Create a New Virtual Entity in the Solution.

Create a New Virtual Entity

Add the new Data Source and assembly to your solution (optional).

Step 9: Create a new Virtual Entity and check the checkbox in the virtual entity. Select the Data Source.

Virtual Entity and check the checkbox

Step 10: Click On Save.

Publish All Customizations

Step 11: Publish All Customizations.

 

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Read Related Blogs About Dynamics 365 Portal

Enhancing Customer Success for Insurance Companies with Dynamics 365 Portal

Enhancing Customer Success for Insurance Companies with Dynamics 365 Portal

4 Min
Dynamics 365 Partner Portal for Effective Partner Management

Dynamics 365 Partner Portal for Effective Partner Management

4 Min
Importance of Dynamics 365 Portal for the Insurance Industry

Importance of Dynamics 365 Portal for the Insurance Industry

6 Min
To Top