Nishant Rana

Manage Security Roles using the new modern UI (preview) – Power Platform Admin Center

Security roles can be now managed using the new modern UI (preview).

Select Security Roles (See all) for an environment, within Power Platform Admin Center.

Select Edit for a security role.

We can see here Display only parent security roles option is On by default.

We can see the different options.

Filter based on table or privileges

2. Specify Member’s privilege inheritance option

https://learn.microsoft.com/en-us/power-platform/admin/security-roles-privileges#define-the-privileges-and-properties-of-a-security-role

Nicely explained here –

https://debajmecrm.com/team-members-privilege-inheritance-what-is-this-doing-in-security-role-screen-of-dynamics-365/

3. Tabs for Table specific, Miscellaneous, and Privacy-related privileges

4. Filter privileges further by all, assigned or unassigned.

5. Collapsible

6. Option to Copy Table Permission to another table(s) and apply predefined Permission Settings i.e. Access Levels.

Copy table permissions to multiple tables

Permission Settings (Access Levels)

7. Specify Access Level for Privileges

Get all the details here – Security Roles and new modern UI

Hope it helps..

Advertisements

{Dynamics CRM Error} The formatter threw an exception while trying to deserialize the message

xrm CRM Dynamics

Today while working on one of the queryexpression code in my project I faced this issue.

Error Details

Message=The formatter threw an exception while trying to deserialize the message: There was an error while trying to deserialize parameter http://schemas.microsoft.com/xrm/2011/Contracts/Services:request. The InnerException message was 'Error in line 1 position 1836. Element 'http://schemas.microsoft.com/2003/10/Serialization/Arrays:anyType' contains data from a type that maps to the name 'FaultMetadataToCDSAlert:IotAlertStateCode'. The deserializer has no knowledge of any type that maps to this name. Consider changing the implementation of the ResolveName method on your DataContractResolver to return a non-null value for name 'IotAlertStateCode' and namespace 'FaultMetadataToCDSAlert'.'.  Please see InnerException for more details.
  Source=Microsoft.PowerPlatform.Cds.Client
  StackTrace:
   at Microsoft.PowerPlatform.Cds.Client.CdsServiceClient.RetrieveMultiple(QueryBase query)
   at FaultMetadataToCDSAlert.Program.Main(String[] args) in D:MicrosoftrepoSamplesSamplessrcCreate-Dynamics-EntitiesFaultMetadataToCDSAlertProgram.cs:line 89

C# Code

// build query expression that finds the Iot Alert with the Hash value supplied in the fault QueryExpression queryExpression = new QueryExpression() { Distinct = false, EntityName = DynamicsEntities.IoTAlert, ColumnSet = new ColumnSet(IoTAlertProperties.MsdynAlertToken), Criteria…

View original post 120 more words

Get RequiredAttendee (Required) from the Meeting (appointment) table – Power Automate / Dataverse

Below is the sample flow we can use to retrieve the Required (requiredattendees) field’s value from the Meeting table (on the update of the record).

Here we are triggering the flow, if there is an update in the subject field of the meeting record.

Then using the List rows action we are fetching the Activity Parties record associated using the Appointment’s unique identifier and participation mask as 5.

Advertisements

Filter rows using contains, startswith and endwith Power Automate – Dataverse

Recently in one of our projects, we were using the Microsoft Bookings App for the users to book an appointment(outlook) and then were syncing this appointment back to Dynamics 365 through the category “Tracked to Dynamics 365” (Server Side Synchronization)

Get more details on it here – https://nishantrana.me/2022/03/22/how-to-synchronize-appointments-between-dynamics-365-and-outlook-using-server-side-synchronization/

Here if the users were canceling the tracked appointment in Outlook, it will update the subject of the appointment record with the prefix – Canceled but will not cancel the record i.e. update the status of the record.

This would happen if the user canceling the appointment is not the organizer.

https://learn.microsoft.com/en-us/power-platform/admin/sync-logic#syncing-canceled-and-deleted-appointments-from-exchange-to-dynamics-365

So here we were implementing a flow to check for updates in the Subject column with the word canceled and then updating the status of the appointment as canceled.

Here we can specify our select columns and filter conditions as follows – contains

Or startswith

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query-data-web-api#standard-query-functions

Hope it helps..

Advertisements

Using existing Web Resources (image) and Icons for button/ command – Dynamics 365 / Model-driven apps

In case of a new command that is added through Command Designer, we can specify an existing Icon using the Use Icon option.

We can also search and specify an existing Web Resource

Similarly, we can use Icon Gallery (XrmToolBox Plugin) to search for the existing web resource image and icons.

We can then use Copy Name option to get the full path of the web resource

msdyncrm_/KnowledgeManagement/_imgs/KnowledgeSearchProvider.svg

use it to specify Modern Image for our buttons

Hope it helps..

Advertisements

Hide Show Button in Command Bar / Ribbon in Dynamics 365 / Model-Driven App (For Quick Reference)

Open the App in the App Designer, select the Edit Command Bar for the table

Also, check the limitations of the Command designer, the important one being that the pre-existing classic commands cannot be customized with the new command designer.