{How to update security roles to the table forms on Model Driven Apps using unmanaged solution}

Hello Everyone,

Suppose there is requirement to apply security roles to the table forms by default, doing this manually on the Model Driven App tables is daunting task.

Simple solution is create a new solution and add all the tables required to apply security to all forms on those tables.

Follow these steps:

1. Create a solution.

2. Add tables required to apply security to the forms.

3. Publish all customizations.

4. Export the solution as unmanaged.

5. Import the solution into the other environments.

Bingo thats all your new security to the forms have been applied with out manual work of opening each table and apply security. 

I hope this helps.

Malla Reddy(aka UK365GUY)

{How to apply security roles to model driven apps using unmanaged solution into other environments}

Hello Everyone,

I am going to share a scenario, there is a requirement to apply security roles to the Model Driven Apps in different environments.

Lets gets started.

Suppose there are 50 security roles that needs to be applied to Model Driven Apps in different environments as part of the solution deployment to the various stages of the software development life cycle.

Go to the https://make.powerapps.com/

1. Create a solution 

2. Click on add existing and select "App" then select the " Model Driven App" see below image...

Then select the Model Driven Apps from the list of Apps and click add to the solution.

Once the required apps are selected then you can export the solution as unmanaged to different environments to make all the environments App looks identical.

I hope this helps.

Malla Reddy(aka UK365GUY)

 

How to enable Mobile Offline Capabilities to users on new Power Platform Admin Centre for Dynamics 365 Field Service App

Hello Everyone,

Today i am going to show how to enable mobile offline capabilities in Power Platform Admin Centre.

Lets gets started.  

Login into your power platform admin center Here

Then select the environment you want to enable this mobile offline capabilities.

Click on Settings and under the users & permissions section click the drop down and select the "Mobile Configuration".

You will be presented with the below profile, if the profile is not created then create new one.

In this blog post i have created field service mobile- profile and i have chosen the required tables to show the user during the offline access to the Dynamics 365 field service app. It is mainly for the field service technicians and service technicians.

Also you can select the users who are required to get access to the Dynamics 365 Filed Service App from the UI .

I hope this helps.

I hope this helps

Malla Reddy( aka UK365GUY)

PL 900 Exam Preparation trial setup and syllabus and material

Hello Everyone,

Today I am going to show how to prepare for the PL - 900 Exam.

Firstly you need to know what you need to prepare to pass the exam.

There are enough resources to prepare without even paying anything for preparation, of course you need to pay for the actual exam fee.

So without further awaiting, let me share the link of the exam modules below:

Skills will be measured in the following:

 Course Introduction

 Introduction about the Dataverse

 Power App - Canvas Apps

 Power App - Model Driven Apps

 Power App - Portals

 Power Automate

 Power BI

 Power Virtual Agent

You can download from here

Then you need to have plan to prepare for the exam, as at least allocate some time to prepare for the exam.

You need to spin up a trial environment, Microsoft provide free Community Plan but there are some limitations, it's only for learning purpose.

If you want to learn Power Apps, Power Automate, and Microsoft Dataverse then the community plan is right environment for single user.

Whereas Power apps Trial Plan 1 is 30 days trial. Both are free to use but limitations.

1. Community Trial: Here

2.  Power Apps 30 days Trial

Or 

If you are a partner you can create from here

Now you have the required tools and material to prepare then you need a Lab to follow right.

Microsoft has provided material on  Github to get access for the students preparing for PL-900 Exam.

Here is the link to it: Github

You can see Modules which covers all the topics related to PL-900 Exam.

0. Course Introduction

1. Introduction about the Dataverse

2. Power App - Canvas Apps

3. Power App - Model Driven Apps

4. Power App - Portals

5. Power Automate

6. Power BI

7. Power Virtual Agent

I hope this helps

Malla Reddy( aka UK365GUY) 

New Terminology on Dataverse

Hello Everyone,

As you all know Microsoft make changes names to applications as and when required, so to just make you aware of those new terms related to Dataverse.

No more " entity" term anymore now it is been called as "Table".

No more " field" term anymore now it is been called as "Column/Columns".

No more "records" term anymore now it is been called as " Row/Rows".

No more "Optionsets, multiselect" term anymore it is been called as "Choices"

No more "Two Options" term anymore it is been called as "Yes/No".

You can find more about latest updates on Microsoft Docs

I hope this helps.

Malla Reddy aka UK365GUY  🇬🇧

How to turn on Quick Book on Work Order Field Service App Dynamics 365

Hello Everyone,

Its been a while i haven't blogged. 

So today i am going to show how to turn on quick book on Work Order Record in Dynamics 365 CE Field Service.

I have been working on Field Service Project recently and while i am configuring security roles and testing them out, an issue appeared the "Book" button" not working when i tried to book a resource from the work order.

Error is spinning wheel appear on the screen and not loading anything.

Resolution: 

Go to advance find and select the "Booking Metadata Setup" entity and click on the create new record button on the advanced find UI.

 

Once opened the record and change the value on "Enable Quick Book" to YES. then save the record.

Now go back to the Work Order Entity and try to click on "Book" button then you will be presented with the right window with the available time.

Then you can select the time slot and book the resource accordingly.

I hope this helps.

Malla Reddy aka UK365GUY  🇬🇧

How to publish and make Power Virtual Agent Chat Bot available for Microsoft Teams Teams.

Hello Everyone,

In my previous blog i have shown how to integrate Power Virtual Agent with Microsoft Teams Link

So in this blog post i am going to share my experience on who to publish the Power Virtual Agent Chat bot which is built within Microsoft Teams.

Without a do, Let's gets started.

Now that we have created that Chat bot in Microsoft  Teams see below image:

I have created Employee Enquiry Chat bot using Power Virtual Agent in Microsoft Teams as i have highlighted in the screenshot.

Now i need to publish that chat bot and share it with my team within the Organisation.

Click on the Publish bot refer to the screen shot provided above.

Now Chat bot is ready to be published to make it available, Click on Publish.

As soon as bot is published the Employee Enquiry bot is available to share with the team.

See below image published bot is available to "Open the bot in Teams" and "share bot" with your team.

Lets see how the chat bot looks in Microsoft Teams, Click on "Open the bot" refer to the above image.

You will get an option to add the "Employee Enquiry" Bot  within  Microsoft Teams.

As soon as you click on the "Add" button, "Employee Equiry" will be shown with the teams as below where an employee can communicate with bot to get the answers for his/her Enquiry about whether

1. The offices could be opened

2. Can i speak with HR Team

3. I am i still on Furlough

Lets see this in action, i am chatting with the bot like asking questions, before that i have entered "Hello"

and then the bot come back with reply like hello, how can i help you, so i have typed "When could office opened"? the bot comes with answer as per the configuration done during the designing the bot, further i have chatted with bot like "Can i speak with HR Team" and again bot answer with the configured answer, finally i have asked "I am in still on Furlough" then bot answers like to "Due to covid 19 Central Government extended Furlough until DECEMBER 2nd 2020". then finally bot asks "Do you any more questions" with options "Yes" or "No" then i have selected the "No" then bot asked me to rate the experience of "1" being poor and "5" being Good.

Now i am going to show in action how to share bot with team.. Click on "Share with Team" button.

Another side window will popup with instructions on how to share with Teams, you can submit for  Admin Approval", if the bot is approved, bot will appear in the Org Section in Teams.

Another option i can share with my team by clicking on the "Add to Teams" this will automatically adds my bot to the built by Colleagues section in Teams.  Finally you can disconnect bot from Teams by clicking on the bottom left hand corner button "Disconnect bot from Teams",Refer to the below image for detailed view.

Now for this blog post related i will click on the "Add to Teams" lets see how it appear in the Teams. then it shows it has been added to the teams.

Flip back to the Microsoft Teams home page and click '..."  then select More Apps. then select the BUILT BY GMR IT SOLUTIONS LIMITED.

As soon as you click on it and all the developed app from the organisation gets displayed.

Finally the chat bot "Employee Enquiry" gets displayed shown in the above image.

Thats it for today.

I hope this helps.

Malla Reddy aka UK365GUY  🇬🇧

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