Modernize Business Units / Matrix data access structure -Record ownership across business units (Preview) in Dynamics 365 / Dataverse

To enable this preview feature, log in to the Power Platform admin center, switch on the

Environment >> Settings >> Features >> Record ownership across business units (Preview)

It took around 5 minutes to enable.

Now let us say we have a BU structure like below.

And custom security roles with BU level access to Contact – BU Contact Role.

Both user 2 and user 3 have only the BU Contact Role of BU 1 and BU 2 business unit respectively assigned.

Below is the Contact record created by User 2.

As expected User 3 does not have access to the above record.

Now let us provide the same BU Contact role to User 3 but this time from BU 1.

Select the User 3 in Settings >> Users >> Manage Security Roles

The user has already has BU Contact Role in BU 2. Let us change the Business Unit and assign the same role for BU 1.

Click on Save.

On refreshing the All Contacts view for user 3 now we can see both the records, showing the corresponding owner and the owning business unit the records belong to.

This makes it easy to provide required access to the users across the business unit, without the need of sharing the record or using team access or teams ownership concept here.

With this preview, we can also update the Owning Business Unit field.

Below the User 2 is creating a new contact record and setting Business Unit as BU 2.

Here it fails because User 2 only has BU level access for Contact Create Rights, and he is trying to create at BU 2.

Let us update one of the existing contact records, by setting Owning Business Unit as BU 2, this time through System Administrator user which belongs to the root Business Unit.

As expected the record is available to User 3, as we have set BU 2 as the owing business unit.

Get all the details here—preview

Hope it helps..


Modern link sharing UI, co-presence, online status (preview) in the model-driven app (Dynamics 365)

To enable the Collaboration preview feature, log in to the Power Platform Administration Center, select the Environment >> Settings >> Features >> Collaboration

Currently, the following entities are supported – Case, Contact, Account, and Opportunity.

Enabling this feature adds a new section in the command bar for the records, that allows us to see the other users working on the same record.

Here we can see 2 other users working on the same contact record.

We can select the user’s picture to see their status, send an email, start teams chat, and open the contact card.

Send Email opens the default mail app with To populated.

Teams chat opens the team for a chat.

Open contact card opens the contact’s card.

Share allows emailing the link of the current record and sharing the record.

Email link

Clicking on Manage access opens the share records dialog.

Get all the details here –

Also check – Collaborate using comments –

Hope it helps.. 


How to – Use Advanced lookup in Model-driven Power Apps / Dynamics 365

To enabled Advanced Lookup, log into to Power Platform Admin Center, navigate to

Environment >> [Select Environment] >> Settings >> Behavior

Enable the Lookup behavior and Save.

This adds the Advanced Lookup option in the Lookup dialog.

Clicking on it opens the Advanced Lookup Grid 

We can perform SEARCH within a selected View, CHANGE a view, can FILTER it the results further to show only records owned, ADD a new record, SORT the grid.

The best part is we can open/edit an existing record as well as add new ones without losing the existing context.

Opening an existing record from the result opens the record in the new pop-up window as shown below.

Similarly, the Add new option opens the Quick Create form.

In case of special data type like Party List or Regarding, we can select multiple records of different entities we are presented with.

Similar the option to Add new records list all the tables/entities applicable to that lookup.

Thus the new advanced lookup makes working with Lookup much simpler and effective and we should start adapting / using it.

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

%d bloggers like this: