How to – Extend (Recover) the trial environment (Dataverse / Dynamics 365)


On logging into Power Platform Admin Center, we would see our trial environment as expired

And then within one day or so, we would see them deleted inside Recently deleted environments

Select the deleted environment and Select Recover

Within 10 -15 minutes we can see the environment recovered with the trial extended for 13 more days.

Hope it helps..

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.

  1. 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..

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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.

More on participation type mask

And in the last step, we are checking for all the associated Activity Party GUIDs for a specific GUID and then update the record or cancel the record.

Hope it helps..

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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..

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Error with Global Choice / Optionset with the same display name and In operator – Power Apps / Dataverse


Recently while trying to filter the Combo box Items using the value of the Global Multi-choice field, we were getting issues in the formula.

It was because the optionset / choice field in the table and the global optionset / choice, it was referring to, both were having the same display name.

Issue –

To get it working we renamed the display name of the Global Choice column.

After which we were able to get our formula working.

Same is the case for the single choice field which is referring to global choice.

Gender is the display name of the field in Lead and Global Gender is the display name of the global choice field.

LocalOptionset

Hope it helps..

 

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Applying filter on Multi Choices / Multi-Select OptionSet – Power Apps / Dataverse


Say for e.g. we have 2 multi-select choice columns in our leads table, one is local (My Local Multi Choice Field) and the other field ((My Local Global Multi Choice Field) refers to the global option set field

In our Canvas App, to filter on ‘My Local Multi Choice Field’ by value Local Choice 2 and Local Choice 3, we can apply the below formula.

Similarly, for the Global option set to apply a filter on the Global Choice 2 value, we can compare the field in the lead with the values in the Global Option set.

As we are using “in” operator, we’d get the delegation warning. And for it to work in the case of combo box we would have to set “Allow Searching” to “Off

Hope it helps..

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