Create, Update and Delete Dataverse Records from Canvas Apps

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Create

To create Dataverse records from Canvas Apps, the Patch function will need to be used.

When using the Patch function, you will need to reference the following:

• Table
• Record – when creating you will use Defaults({table name}) which will use the table structure
• Fields included as part of creation

Here is an example:

Patch(Accounts, Defaults(Accounts),
    {
        'Account Name': text_AccountName_DV_1.Text,
        'Account Status': combo_Status_DV_1.Selected.Value,
        'Last Contacted': date_LastContacted_DV_1.SelectedDate,
        'Annual Revenue': Value(text_AnnualRev_DV.Text),
        'Primary Contact': combo_PrimaryContact_Create.Selected
 
    }
);

Update

To update Dataverse records from Canvas Apps, the Patch function will also be used just like create.

When using the Patch function, you will need to reference the following:

• Table
• Record – the full record will need to be referenced either through a gallery or looking up to the record itself
• Fields that require updating

Here is an example:

Patch(Accounts, gallery_Accounts_DV_1.Selected,
    {
        'Account Name': text_AccountName_DV_2.Text,
        'Account Status': combo_Status_DV_2.Selected.Value,
        'Last Contacted': date_LastContacted_DV_2.SelectedDate,
        'Annual Revenue': Value(text_AnnualRev_DV_1.Text),
        'Primary Contact': combo_PrimaryContact_Update.Selected
    }
);

Delete

To delete records in Dataverse, the remove function will be used.

When using the Remove function, you will need to reference the following:

• Table
• Record – the full record will need to be referenced either through a gallery or looking up to the record itself

Here is an example:

Remove(Accounts, gallery_Accounts_DV_1.Selected);