Sunday, 9 April 2023

{How to} enable Managed Environments in Power Platform Admin Center and its use case scenario.

Hello Everyone,

Today i am going to show to enable Managed Environment and Its use in Power Platform Admin Center.

Lets gets started.

Head over to Power Platform Admin Center.



Click on the environments on the lefthand of the PPAC and then set of environments related to your tenant will be displayed.

Now we have to enable managed environment for one the environment from the list.

In my use case, i have chosen GMR IT SOLUTIONS2 and clicked on the "Enable Managed Environment".

 

A new window will appear on the righthand side of the screen.

Once enabled to view licensing details all Power Apps, Power Automate or Dynamics 365 License with Premium use rights to use the repective resources in this environment.

See below screenshot to see licensing reporting:





Limit Sharing:

Suppose you have many Canvas Apps and you want to set restriction on sharing.



Check the "Limit total individuals who can share to" set the number 1 or 5 or 10, depending upon your organisation citizen developers or Power Platform Dev team.


Solution Checker(preview):

Solution checker is in managed environment have 3 stages 
1. None
2. Warn
3. Block

Solution Checker will check in managed environment during solution import will check the security and its reliability validations during each stage.




Also when the solution is at block stage it will notify the admins when its checked.

Usage Insights:




With the Usage Insights we will get insights of top apps and flows being used in the environment within the tenant.

Maker welcome content(preview):





Maker welcome screen is in preview so you can start using it in development purpose once it is in general availability you can into production.

So in maker welcome you can show customized page for makers.

You can show learn more url by placing url in the learn more URL area.

Data Policies:



Data policies will help to set a limit on the connectors to protect the data within the organisation.


I hope this helps.
Malla Reddy(@UK365GUY)


Saturday, 8 April 2023

{How to} use Configuration Page in Power Platform and Dynamics 365

Hi Everyone,

Today i am going to show how to use configuration page in Power Platform and Dynamics 365 Solutions.

What is Configuration Page: Configuration Page is used to track the solution deployed from dev to uat or production, what are the changes in the deployed solution and its easy to track the changes in future.


Lets gets started.

Now we need to create a Configuration Page, go to the Power Platform or Dynamics 365 Solutions area.

In this blog post i will show from Power Platform maker portal.



Click on the solutions and list of solution already deployed will be shown, in our case click on "New Solution" and then fill up the solution name and publisher, here the configuration page is "NONE", then create the solution.


Open the newly created solution and create webresource from it.



save and publish webresource.

So the webresource is part of the solution.



Go back to the solutions area and select the new solution created and click on "..." then click on settings as you can see from the above image.

Select the newly created webresource in the configuration page and update the solution.



Head over to the Classic view to see how the confirguration page looks like on the Dynamics 365 Model Driven App.



As you can see from the above image the configuration page note information related to the solution. 

So it will help to track the changes deployed to other environments.

I hope this helps.

Malla Reddy(@UK365GUY)

Friday, 7 April 2023

{How to} Create a Custom Security role in Dynamics 365 Sales Model Driven App

Hello Everyone,

Today i am going share a new feature which has been introduced recently about the custom security role in Dynamics 365 Customer Engagements, Model Driven Apps.

Previoulsy if we need to create a custom security role, we use to copy similar or minimal previleges role and create a custom security role.


So Microsoft now have introduced new Custom Security role where we can use it and recreate custom security role.

How ?

Lets gets started:

Login into Dynamics 365 and head our to Settings in Classic View or through Power Platform Admin Centre(PPAC).

Open the environment of your choice of Model Driven App 


Click on Settings and security roles, select the App Opener security and click on the "..." you will see copy, edit, delete.

Click on Copy and new pop up will come and name the new security role again click on Copy.



A new security role will be created.





    Then select the New "App Opener Manager" role and click elipses "..." 





you will see three options
 1. Copy 
 2.  Edit
 3. Delete

Select the 2 option : Edit 

New window will open with all the previleges and give appropriate previleges and save and close the security role.




Now we may need to add this new security role to the Model Driven App:




1. Select the App we need to share with the new security role: App Opener Manager
2. Then click on the ...  and then on the "SHARE" button.
3. New Window will come on the right hand side
4. Select the App and assign the New Security Role: App Opener Manager.
5. Finally click on the Share Button.


Now we have created a new custom security role successfully.


I hope this helps.
Malla Reddy(@UK365GUY)

Thursday, 6 April 2023

{How to} resolve A record with these value already exists, a duplicate record cannot be created, select one or more unique values and try again

Hi Everyone,

Today i am going to show to resolve error message while importing the data into Dynamics 365 Sales.

Sceanrio: whenver you import data into Dynamics 365 Sales you may face this issue:

" A record with these value already exists, a duplicate record cannot be created, select one or more unique values and try again ",

How to resolve this?




Lets gets started.

When we import the data into Dynamics 365 Sales the error message itself says this record already exists.

Duplicate records can not be created.

So if you still want to create record already exists then you may need to revisit the record you are trying to import and make changes required and import again with modified values which will not be same as record that already exists.

I hope this helps.
Malla Reddy(@UK365GUY)

Wednesday, 5 April 2023

{How to} resolve The product price can't be created because price list is currently read only

Hi Everyone,


Today i am going to share a solution for data import error.

Scenario:  Whenever you try to update the Price List Items in Dynamics 365 Sales using bulk data import.

You may face below error message: " The Product Price can't be created because Price List is currently read only"
 



To resolve this issue in my situation the "Price List" is in Inactive state.


So activate the Price List and then import the Price List Items into Dynamics 365 Sales.

I hope this helps

Malla Reddy(@UK365GUY)




Tuesday, 4 April 2023

{How to } turn on Microsoft Modern Controls for designing Canvas Apps

Hello Everyone,

Today i am going to share preview feature which can be leveraged to design the Canvas Apps.

So let's get's started.

Microsoft recently released new feature which can be used and give your feedback to Microsoft before the new feature used for Production use.

Microsoft Modern Controls:  new set of controls these can be used to designed to focus on accessibility, usability and performance that makes them visually appealing.

How to enable them if this feature is available in your region.


Click on create and then click on a Blank Canvas App 



A new Canvas App screen will be displayed to and then you want to check whether the modern controls are enabled in your region.


Click on the Insert tab on the Navigation menu and check whether the Modern Controls are displayed under the Mix Reality and if it is not displayed on that area and then check on the Settings area.




A new pop will appear on the screen and click on the upcoming features, then turn on the "Try out modern controls".





Then close the pop up and head over to the Insert tab and click on it and then check whether the Modern Controls present under the " Mixed Reality" as Modern Controls and expand it and you will see the modern contorls.



 If you want to test some of the controls then click on the control, for example "Button" and on the right hand side you can see the screen properties, advanced and ideas tabs you can check what you can do with the properties.





I hope this helps.
Malla Reddy(@UK365GUY)




Monday, 3 April 2023

{How to} Import Data between Dynamics 365 Environments

Hello Everyone,


Today i am going to share xrmtoolbox tool which can help you to import data between environments.

Let's gets started.

Suppose we have a  requirement to export data from UAT to Production, we can do this task in multiple way.

1. Manual export and Import
2. Kingswaysoft Tool
3. Scribe Integration tool
4. Xrmtoolbox - Data Transporter

So i am gonna show data transporter tool, how it is going to help with data import.




Open Xrmtoolbox and click on Connections 


then choose the Microsoft Login Control 


 Then a pop up will be on the screen and choose Open Microsoft Login Control




Then a new pop up will appear on the screen:

1. choose : Office 365(if you are connecting cloud Dynamics 365 environment)

2. check boxes: display list of available organisations & Show Advanced

3. Online Region: Dont Know, it will be show all environments related to region and click Login.

Then it will be display all available environments and choose one as source and open the "data transporter tool

Data Transporter tool opens in the xrmtoolbox with the source you have chosen:
   



also choose the target environment, then choose the Table you want to transfer data between the environments, in this example i have chosen "Price List Items", all the attributes related to the table will be displayed, you can choose mapping fields by clicking on the mappings.

You can check the whether the data transfer will be accurate or not by clicking on the Preview button :





One you are happy with the data, then you can click on the "Transfer Data" button on the tool.

If there are any issues then it will be displayed on the screen otherwise the data will be tranferred into the environment.


I hope this helps.

Malla Reddy(@UK365GUY)