Release Notes for Bulk Data Updater

Read more details on my blog: More work ➡️ More features

🤹 UpdateMultiple can now be used

New API method to update many records by only one request.
The old version method ExecuteMultiple is still available. Issue #195

🔢 More and more info on the Progress Panel

If it takes time, you need more info, e.g., “When will it be done?”

Pro Tip: Use Time per record to test different settings of Batch size, UpdateMultiple vs ExecuteMultiple, and Bypass Custom Business Logic – to see which settings will be done fastest.

💡 Smarter filters of which columns to show

Why filtering? It is easier to find what you are looking for. Issue #196

↗️ Update feature can now update State, Status, and Owner

Previously, that has only been available in specific features in Bulk Data Updater, which is now changed.
A good example by @MscrmTools in Issue #204 is we can now use XRM Token to dynamically set all of these three columns.

🚀 More improvements

• It will now highlight if a query does not return the Id for records, which would make it impossible to update them. Issue #174 by @scottgolightly and Issue #211 by TarogStar
• Warning if there are 50000 records returned and there are orders on linked entities. Limitation of the platform, read here.
• It is now possible to Save Job even before it has been executed. Issue #207
• Double-clicking on a record in the list opens that record in Power Platform. Now, it also respects which browser and which profile to open it. Issue #208
• When connecting to a new connection, the user asks whether the existing setting for the new connection will be loaded or if we should just keep all the settings we have from the previous connection, as requested by @bwmodular. Issue #203
• 🔃 Refresh button to query from the Dataverse again. I just missed that small button…
• Easier – and more beautiful – setting to show columns and data “Friendly” or “Raw“.

😬 Bugfixes

• Errors were swallowed if the Batch was > 1. Related to Issue #211 by TarogStar
• The execute options and the Update button are now enabled more easily, as they should be.

🤔 Internal

• A lot of improvements here and there, and a lot more common code used by all features (Update, Assign, Set State, and Delete)

🤓 I’m still working on…

• Adding a feature to CREATE records, not only UPDATE and DELETE as exists currently.
  Why? To be able to generate records, maybe for testing-data, it could be using the Random feature in XRM Tokens maybe…? The sky is the limit! 🚀
  Join the discussion in Issue #169!

Calculate with Microsoft Power Fx

This is a pretty cool feature…

The XRM Tokens have been there for a while, to calculate values for updating columns.

From this version, both this Bulk Data Updater and the XRM Tokens Runner can use the Microsoft Power Fx formulas, inside the XRM Tokens!

A few examples:

<PowerFx|Round({price|<value>}*(1+({pricelist.yearlyincrease}/100)); 2)>
Result: 10,35   // from price = $9,95 and increase = 4%

<PowerFx|Round( Pi() * Sqrt({rapp_diameter} / 2); 1 ))
Result: 22,2    // from diameter = 100

<PowerFx|Year("<system|now>")>
Result: 2022

Read more in the docs for XRM Tokens here!

Layouts

• When opening a View from Dataverse, it will lay out just as in Dynamics!
  See from FetchXML Builder new feature, from the Rappen.XTB.Helpers #22 feature.

XRM Token feature

• Added Lower and Upper cases. See Rappen.XTB.Helpers #19.
• Added RecordURL XRM Tokens. See Rappen.XTB.Helpers #21.
  Thanks for the idea by @s1m0nj!
• Will never implement recurrency XRM Tokens. See Rappen.XTB.Helpers #6 and #20.
• Bug fixes for format <Math|Round> and <Math|Abs>. See Rappen.XTB.Helpers #23 and also the question:
  “Is there a way to update Money fields by a percentage?” from @DomSaunders73.

Read all details: New Release – Bulk Data Updater 1.2022.8

• New feature: Open and Save “BDU Jobs“. See #167 from the idea by @Rasmus Peterson in discussion #164.
• Stores all options (FetchXML, Update attributes, Attributes actions, Assigning, SetStatus, and all execution options) between sessions.
• Supports Random features in Calculations. See docs in XRM Tokens here. Asked about @k-Jithesh in discussion #163.
• Supports Choices (MultiOptionSets) in Calculations. See note on XRM Tokens here and this about how to use it. Asked about @Suxsem in issue #166.
• Supports Trim features in Calculation. See note on XRM Tokens here and request by @MscrmTools in #102.
• Using XrmToolBox metadata cache if available. It takes a bit to load it, but then superfast. See the code.
• A bit less risk of double-clicking on buttons. See code here and here.
• Minor fix: Handling changing the connection while using BDU.
• Fixing a bug in XRM Tokens – handling format order as it’s written, not any more hard-coded order. See issue #18.

Read all details: New Release – Bulk Data Updater 1.2022.4

• Calculations are now possible for almost all types of columns! #148
• Bypass Custom Business Logic feature added #79
• Handle min version 9.2 is available for the BypassPlugin feature. Fixed #159
• Use Lookup instead of ComboBox for User/Team. #65
• Layout for status text
• Link to Release Notes are aiming for this specifical version

• Using DB version “old” had a problem, is now fixed. See #156 issue and this commit.
• Release Notes moved to this website.
• Show release notes when a new version is running.

• Minor fixes – gets a bit better!
• Using XrmToolBox error messages.