This blog will have a quick walkthrough of the Microsoft Entra ID security group and team members’ management.

Managing team from Microsoft Entra ID admin center

You can navigate to Power Platform Admin Center and under Admin centers > “Microsoft Entra ID” will be available as one of the options.

On being clicked> It will redirect you to the Microsoft Entra URL Page. From within the sitemap, you can navigate to Identity > under it expand Users entity > Select All Users and that will display all the users as shown below

Managing from Azure Portal

The other way is to log to the Azure Portal > Under All services > select “Microsoft Entra ID” as shown below:

NOTE: The Azure AD product icon is replaced with the Microsoft Entra ID product icon as highlighted above.

Now let’s create a team in CRM with the type “Microsoft Entra ID Security Group” and manage the members in it. If you don’t know how to create teams in CRM then you need to refer to our previous blog wherein we have explained how to create a team of type “AAD Security Group” which is now renamed as “Microsoft Entra ID Security Group”.

When you try to create a team from Power Platform Admin Center > Select the appropriate Environment > Settings > Teams > Click on Create team > Quick create form will open as below.

You will observe that under Team Type these new renamed options are displayed. “Microsoft Entra ID Security Group” formerly called “AAD Security Group” and “Microsoft Entra ID Office Group” formerly called “AAD Office Group”.

When you select Team Types its relevant fields will be visible, as in this scenario when Team Type is selected as “Microsoft Entra ID Security Group” the below fields become visible on the form:

• Group Name
• Membership Type

• Group Name– When you start typing the group name here, it helps you to select the group from existing groups that are created already in the Microsoft Entra admin center. For this demonstration select the “Sales Team” group as below:

Before starting to enter the text, make sure groups are pre-created in the Microsoft Entra admin center. As you can see “Sales Team” was already created as a security group in the Microsoft Entra admin center below:

• Membership Type– which is defaulted to “Members and guests”, If you want you can change it to Members, Owners, or Guests as per need.

When you open the Team in CRM, you will find the “Azure AD Object Id for a group” gets auto-populated matching with the Group Object ID created in the Microsoft Entra Admin center.

Screen clip of “Sales Team” in CRM

NOTE: it is observed that in CRM when the “Entra Security Group” type team is created its associated queue is not created, and hence “Default Queue” is not granted for this type of team which does happen when you create Owner type team.

Screen clip of “Sales Team” in Microsoft Entra admin center

From within the sitemap, you can navigate to Identity > under it expand Groups entity > Select All groups, and open the appropriate team as shown below:

After creating the team, you can add members and select corresponding security roles.

NOTE: When you add members to Team from the Microsoft Entra admin center that doesn’t reflect in the CRM team instantly until that user first time accesses the environment.

As you can see from the Microsoft Entra admin center the above group has 2 team members but not all users are synced instantly to the corresponding Team created in CRM. Hence if you go and check the team members list in the CRM team it may show you a discrepancy in count as shown below only 1 member is shown below:

The simple reason for not displaying another member (Mike in our scenario) is it displays the list of users who have accessed the environment and as Mike hasn’t accessed the environment yet, Once he accesses the environment it will get instantly added in the team, and will inherit the security roles as well in run time.

NOTE: As per Microsoft the team member list in CRM doesn’t show all the group members of the Microsoft Entra group. The group member is added to or removed from the CRM group team only when a Microsoft Entra group member accesses the environment next time. You can refer Note section of this Microsoft doc for more details.

Conclusion

From within the Microsoft Entra Admin Center you can manage Groups, Group Members, Group Licensing, and Group Security quickly and easily.

The post Microsoft Entra ID Security Groups Management first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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Microsoft Dynamics 365 CRM offers a plethora of robust features and capabilities, making it a highly sought-after solution for businesses aiming to enhance their customer relationship management processes. Dynamics 365 offshore development services can be a great way to leverage the benefits of this platform while reducing costs, gaining access to a wider talent pool, and expediting software development cycles. In fact, it is projected that the global offshore development market will reach a substantial value of USD 283,457.5 Million by 2030. However, these partnerships often present significant cultural and operational challenges that must be effectively managed to ensure success. When it comes to Dynamics 365 offshore partnerships in the context of Microsoft 365 CRM, organizations need to be proactive in addressing these challenges to maximize the potential of their collaboration. This blog article will look at these problems and offer helpful methods for dealing with them.

Operational Challenges in Offshore Development Partnerships

Aside from cultural obstacles, offshore development collaborations may face operational issues that must be carefully managed. Among these difficulties are:

• Project Management:

Effective project management becomes crucial when working with Dynamics 365 outsourcing company. Clearly defining and communicating project goals, timelines, and milestones are essential for successful collaboration.

• Quality Assurance:

Maintaining consistent quality throughout the development process can be challenging when working with remote teams. Establishing quality assurance methods and testing methodologies to deliver high-quality solutions is important.

• Security and Compliance:

Sharing sensitive data and information is common in Dynamics CRM professional services. Ensuring the security and compliance of sensitive data in accordance with relevant regulations is critical to safeguard the organization and its stakeholders.

Cultural Challenges in Offshore Development Partnerships

Working with offshore development teams presents cultural differences that might be challenging. Here are a few common roadblocks that businesses may face:

• Language and Communication Barriers:

Language issues can impede effective communication and understanding between onshore and offshore personnel. Miscommunications and misunderstandings can lead to project delays and errors.

• Different Work Cultures:

Every country and organization has its own work culture, encompassing customs, values, and communication styles. Cultural differences can impact teamwork, decision-making processes, and project outcomes.

• Time Zone Differences:

Dynamics CRM bespoke development often involves teams operating in different time zones. This can pose difficulties when scheduling meetings, addressing urgent matters, and maintaining constant communication.

Offshore Development Partnerships – Tips for Managing Cultural and Operational Challenges

To overcome the cultural and operational challenges that arise in offshore development partnerships, consider implementing the following tips:

• Communication:
  • Establish clear communication channels and use tools that facilitate seamless information exchange.
  • Consider using a common language or providing language training to improve communication effectiveness.
  • Be tolerant and understanding of cultural differences when communicating and resolving disputes.
• Project management:
  • Create a detailed project plan that clearly defines objectives, deliverables, and dates.
  • Establish defined roles, responsibilities, and communication channels.
  • Track and analyze progress on a regular basis to ensure transparency and alignment.
• Security and compliance:
  • Implement strict security measures like encryption, access controls, and secure data storage.
  • Comply with any compliance requirements and standards for your industry and region.
  • Assess and update security processes on a regular basis to reduce risks and secure critical information.
• Quality assurance:
  • Implement a robust quality assurance process that includes thorough testing at all phases of development.
  • Conduct regular quality assurance inspections and provide timely feedback to offshore teams.
  • Foster a culture of continuous improvement and learning to enhance the quality of deliverables.

Offshore development partnerships with Microsoft Dynamics 365 CRM offer significant benefits for businesses seeking cost-effective solutions and global expertise. However, these partnerships can be challenging to manage due to cultural and operational differences. To overcome these challenges, organizations must address language barriers, understand different work cultures, manage time zone differences, and implement effective project management, quality assurance, and security measures.

Inogic is a leading provider of Microsoft Dynamics 365 and Power Platform services. As a reputable Microsoft Gold ISV Partner, we are known for delivering exceptional solutions in this field. With our cutting-edge apps, Inogic fills functional gaps, enhances user adoption, and optimizes productivity within Dynamics 365 CRM. Inogic offers a diverse range of over 15 Microsoft AppSource Preferred apps that cover various areas such as geospatial functionality, visualization, file and storage management, user adoption, productivity, integration, and SAAS management.

By choosing Inogic as your outsourcing partner, businesses can benefit from our extensive experience, technical expertise, and unwavering dedication to customer satisfaction. Whether it’s app customization, system integration, or overall platform enhancement, Inogic’s expertise and comprehensive solutions make us an ideal partner for organizations looking to maximize the potential of Dynamics 365 CRM and Power Platform. To learn more about how Inogic can enhance your Dynamics 365 CRM and Power Platform experience, please visit our website at www.inogic.com or contact us via email at crm@inogic.com.

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As companies increasingly look for ways to digitize and automate their business processes, Power Platform is becoming a top choice to quickly develop and deploy custom applications. Power Platform is a low-code development platform that allows users to build custom applications with little to no coding. These platforms provide a great opportunity for leaders like Chief Technology Officers (CTOs) to leverage outsourced development teams to accelerate their digital transformation efforts. In this blog, we will explore the benefits of embracing Power platform adoption for CTOs through outsourced development. We will discuss how Power Platform can help CTOs achieve their digital transformation goals, the benefits of outsourcing development work, and how to select the right development partner for your organization.

The Benefits of Power Platform Adoption for CTOs

Power Platform helps businesses to be nimbler and more efficient in their operations. Here are some ways in how Power Platform Adoption benefits CTOs

• Accelerate digital transformation: Power Platform enables CTOs to achieve their digital transformation goals by providing a fast and flexible way to develop and deploy custom applications. By using a low-code approach, Power Platform empowers non-technical users to create business applications and automate processes, reducing the need for custom development by IT.
• Optimize IT resources: Power Platform help CTOs reduce their reliance on IT resources, allowing IT staff to focus on more strategic projects. By enabling business users to create applications without coding, Power Platform shifts the burden of application development from IT to the business, freeing up IT resources to work on projects that require specialized skills.
• Foster innovation: Power Platform allow CTOs to quickly prototype and test new ideas, enabling them to stay ahead of the competition. With their low-code approach, Power Platform makes it easy to create and modify applications, allowing business users to experiment with new ideas and test them with customers. This can lead to faster innovation cycles and more successful product launches.

The Benefits of Outsourced Development

Power Platform outsourcing saves vital time for own rapid development as a company. Here are some key benefits to CTOs.

• Access to specialized skills and expertise: Outsourcing can provide CTOs access to specialized skills and expertise that may not be accessible in-house. This can help them build custom applications that require specialized knowledge or expertise.
• Cost reduction: Outsourcing Power Platform development can help CTOs reduce their development costs as outsourced development teams are often located in lower-cost regions like India. This means development work can be completed at a lower cost than in-house development with no compromise on quality.
• Faster time-to-market: Outsourcing development work can help CTOs reduce their time-to-market for custom applications. Outsourced development teams can work around the clock to complete development work, which means that custom applications can be developed and deployed more quickly than in-house development teams.

Selecting the Right Development Partner

When it comes to selecting the right development partner, there are a few key factors to keep in mind:

• Experience with Power Platform: Since Power Platform is relatively new, it’s important to choose a development partner that has experience working with them. This will help ensure that the partner is familiar with the platform’s capabilities and can effectively leverage them to meet your business needs.
• Industry expertise: Choosing a partner that has experience working in your industry can be beneficial in several ways. They’ll be more familiar with the unique challenges and requirements of your industry, and they’ll be better equipped to provide custom solutions that meet your specific needs.
• Proven track record: It’s important to select a partner that has a strong track record of delivering high-quality development work. You can evaluate this by reviewing their portfolio, reading customer reviews, and speaking with references. This will help you gauge their level of expertise, professionalism, and ability to deliver on their promises.

Other factors to consider when selecting a development partner might include their communication skills, project management capabilities, and pricing structure. Ultimately, the goal is to find a partner who can work closely with you to understand your needs and deliver a solution that meets or exceeds your expectations.

In today’s fast-paced business environment, embracing innovation and new technologies is crucial for companies looking to stay ahead of the competition. For Chief Technology Officers (CTOs), this means adopting Power Platform, which offers numerous benefits, including faster application development and deployment, reduced reliance on IT resources, and the ability to test and prototype new ideas quickly.

With Inogic Power Platform professional services, businesses can unlock their full potential by leveraging Microsoft Dynamics 365 deployment automation. Inogic, a Microsoft Certified Gold Partner can accelerate process flow, improve efficiency, and enable precision and seamlessness across industrial environments. By choosing Inogic, businesses can reduce development costs, shorten time-to-market, and enjoy the benefits of a proven track record of delivering high-quality development work. Inogic with an experience of 1000+ completed projects understands that innovative solutions require in-depth analysis, and their team is here to support you every step of the way.

To learn more about Inogic Professional Services, visit their New Services website for more details, or email at crm@inogic.com. Stay connected with Inogic on social media and subscribe to their YouTube channel for regular updates. With Inogic, take your business to new heights and stay ahead of the competition with crafty and professional solutions.

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Let’s see how to use this feature in everyday life.

Suppose our organization wants to create an App (Canvas or Model Driven App) in Dynamics CRM. We have a file on the web that we want to enable our users to download regularly through our App. This would get them updated data by simply clicking on Download File.

This can be achieve using the below steps:

Step 1:

Create an App in CRM (Canvas or Model Driven App).

Step 2:

Insert Label Control into App.

Step 3:

In Power Apps, select the label and in Power Fx, onSelect of label, add Formula with Address as a Parameter “Download (Address)”.

Address– The URL address of a document or file to download

Step 4:

Once you publish the app, you can click on Download File to download it.

Conclusion

With the help of download function in Power Apps, we can easily download online files to local devices.

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The “Bookmarks” feature is an important addition to the reports. Consider a use case where the Service Manager visits one of the report’s dashboards more often than another to monitor charts, KPIs, and other insights for tracking the service agent’s daily activities. Many times while working on the same dashboard they add their own custom filters as per their need. However, when they visit the same dashboard, without the bookmarks feature they are not able to see those changes and have to rework again.

Now, what if Service Agents don’t want to lose the filters or any other changes that they have added to the dashboard? In comes the “Bookmarks” feature that comes into the picture with which one can save the custom filters just like personal views which one can use or edit afterwards.

Bookmarks use:

• You can use the bookmark option to save the changes made in the report that you can refer to later as well when you visit next time to the same dashboard.
• There is also an option to set any one of the bookmarks as the default bookmark. The idea is we want users to view that particular bookmarked report by default.
• There is a facility provided by which you can either edit or delete the bookmark later as per your need.

We have already seen the detailed configuration steps in our prior blogs. For the “Customer Service Historical Analytics” report refer to this blog and for the “Knowledge Analytics” refer to this blog.

Here, for blog demonstration, we will specifically concentrate on the “Customer Service Historical Analytics” report.

Before starting with the “Bookmarks” feature, let us have a look at the new configuration changes update available in the Dynamics 365 2022 release wave 2.

New configuration changes observed in the Dynamics 365 2022 release wave 2:

• Now in the Dynamics 365 2022 release wave 2, this “Customer Service historical analytics” setting is by default enabled, here important to note is this setting no longer exists in the “Customer Service” hub app. In the new release you will find this setting under the “Customer Service admin center” app > “Operations” area > under the “Insights” as below:

• Previously this setting could be enabled or disabled from the above place but now it is by default enabled and you can not alter it. As shown in below screenshot:

Changes observed in the look and feel of the report:

• If you open the “Customer Service hub”–>under the “Service” area–> navigate to the “Insights”–>open the “Customer Service Historical Analytics”, you will observe the look and feel of the report has been changed a little bit, i.e. you will experience the newly added “Bookmarks” and “Update Bookmark” buttons on the top (which was not there before) and also the “About this report” hyperlink added which redirects to the Microsoft doc.
• The below screenshot shows the empty report UI (with no data- as report provisioning is in progress in the background):

Note: It took hardly 1-2 hours for completing the provisioning. Remember that provisioning time may vary for you.

Once provisioning is completed the report can be seen in 3 dashboard formats “Summary”, “Agent” and “Topics” as shown below. Now let us say service agent wanted to see the work progress “Gabriela Joseph”, the resource had done in the last quarter. Ideally there would be some custom filtering applied on the intended dashboard as shown below:

Now let say I want to Bookmark or save the above report with all changes then it can simply be done using the steps below:

Click on “Bookmarks” button > Bookmarks panel will open up > “Create New” > Provide appropriate name to your bookmark > Save it.

You can go on creating as many Bookmarks as you want by following above steps as per your need. You can find more information related to “Bookmarks” in this doc.

When you click on the “Bookmarks” button, multiple saved bookmarks can be viewed from the list displayed at Bookmarks panel, if you want to set one of them as the default bookmark you can click on it as shown below:

You can also quickly switch between multiple bookmarks just by one click from the above listed records in bookmarks panel. Depending on the bookmark you have selected, a corresponding dashboard will be displayed.

The “Update Bookmark” button on the dashboard:

• If you want to update/edit the existing bookmark later, then simply open the particular Bookmark make the changes i.e. adding one more additional filter, then simply click on the “Update Bookmark” button for saving the new changes on the existing bookmark.

The “Reset” button on the bookmark right pane:

• Anytime, if you want to reset the changes you did recently in the bookmark and if saved by clicking on the “Update Bookmark” button then you can with just one click.

Conclusion

Using the bookmarks feature users can experience the personalized saved report which they can review later quickly in just one click without wasting any time and effort.

The post Exploring Bookmarks in the OOB Power BI service reports first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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In this blog, we have explained the latest enhancements in model-driven apps for Mobile devices and tablets.

Lock the tabs on the form

By enabling this the tabs displayed on the form will be locked and remain visible at the top of the form even while users scroll through the form. This feature will allow the user to switch the tab at any time.

Below are the steps to be followed to enable the Lock tabs at the top of forms on mobile and tablets and other features mentioned below.

Select the model-driven app-> Select Open in App Designer-> Select Setting-> Go to Features-> Enable the Lock tabs at the top of forms on mobile and tablet features.

Below is the screen clip for reference:

After enabling the above setting the tabs displayed on the form will lock even during the scrolling, as shown below.

Mobile Commanding Improvements

Once the user enables the Mobile Commanding Improvements to feature it hides the Delete button if no record is selected in the grids. It also hides the Process button when there is no Process enabled for the respective entity. Enabling this feature will help users in better efficiency making the command bar more compact and readable, below is the screen clip for reference.

Native Mobile Date Time & Native Mobile Inputs

This feature once enabled makes the date & time control and keyboard input type as per the mobile device and tablet settings.

Tablet Optimization for Command Bar

After enabling this feature it replaces the native command bar with the new web command bar at the top of the record. It also displays more commands in the command bar and helps users to visualize and use the commands effectively, below is the screen clip for reference.

Conclusion

Enabling these features for mobile devices and tablets will help the user increase productivity and efficiency.

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It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next year—for our small but formidable content team. Our team is constantly on the lookout for new innovations introduced by Microsoft that will provide users with significant capabilities for transforming their businesses. With new features being included in Microsoft releases and updates for Dynamics 365 applications such as Marketing, Sales, Customer Service, Field Service, and many others, Inogic always strives to find the best matches and deliver the same through our blogs. First and foremost, you enjoy learning, growing, and improving. All of our top blogs provide fresh perspectives, how-to instructions, and other important information for sharpening skills, optimizing procedures, and boosting teamwork. Let’s get to the exciting stuff now! Here are the top 5 most popular blogs in 2022.

Configuring Timeline(Show/Hide) activity display information within  Dynamics 365 CE

One of the main reasons people continue to use Dynamics 365 for their CRM needs is the ability to customize fields, forms, and views. Inogic began investigating timeline configuration capabilities in the 2021 release wave 2. We came across a request from a customer who wanted to show/hide a few activity field labels and data that are presented in the timeline by default. During the process, we discovered a new improved feature for configuring the activities in the timeline. It allows users to show/hide the activity field label and activity data that is shown across the timeline based on their business needs. As we are all aware, while displaying activity information in the timeline, there are two alternatives available: “Default form” or “Card form.” This blog illustrates how to simply configure both forms using the configuration form setting.

Avoid buffer size errors for List Rows using Power Automate Flows

Have you encountered the dreaded maximum buffer size exceeded error? Yes, that one is a pain. We got many inquiries about the following error message, which can appear when attempting to retrieve data from a table using the List Rows action of the Dataverse connector. “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600,” says the error. Because the error message is created on the Encodian Flowr action, it is natural to believe that the Encodian Flowr action has failed, but it hasn’t (kind of)! This blog discusses how to overcome this limitation and ensure a seamless workflow.

Reusable components using Component Library within Canvas Power Apps

Components are reusable building blocks for canvas apps that let app developers use a component library to construct bespoke controls for usage within or across apps. It also helps to prevent re-designing or re-coding the same components over and over again, and it provides a single centralized location to manage upgrades or modifications. If you update a component definition within the app, your changes are reflected in all instances. Components also eliminate the need to copy/paste controls, reducing duplication of work and improving performance. This blog post will provide some information about reusable components in Canvas Power Apps that utilize the Component Library.

How to trigger flows with the Power Automate Button

Users can now run/trigger the flow from their mobile device from anywhere at any time, thanks to the flexibility given by the Microsoft Power Automate Button. Users can now quickly search for the Button and perform the flow by utilizing the ‘Power Automate’ app on mobile. This blog discusses one such business requirement in which Dynamics 365 CRM users can mark all of their Orders as ‘Submit,’ and when the user clicks ‘Order Submit,’ the current pre-built integration logic will trigger and transport Orders to another system. Orders were typically filed at any time because there was no set deadline. However, they desired to run flow at their leisure. The steps to carry out the aforesaid business scenario are outlined in this blog.

An exclusive sneak peek at the new Virtual PCF Component

As part of the platform’s maturation, Microsoft has been continuously pushing new tools and capabilities built specifically for the professional developer community. The PowerApps component framework (PCF) for model-driven programs, which is now in public preview, is one such enhancement. If you construct PCF components, you should be aware that when we create a standard control, we render it on the container given by the PowerApps Component Framework. This blog provides users with an early look at Microsoft’s new Virtual Control. This control, as its name implies, creates and renders on the Virtual DOM.

We know what it’s like to go from 0 to 100 in a matter of seconds. Inogic, a top Microsoft ISV Gold Partner, is well-known for its blogs and articles containing new approaches, how-to guides, and other useful information. Our user-friendly blogs are highly rated and cover a wide range of topics, including Dynamics 365 CRM, Power Platform (Power Apps, Power BI, Power Automate), Azure, Sales, Dataverse, Field Service,  and more. Inogic also shows basic usage through blog compilations and guides such as Microsoft Model-driven apps tips, Canvas Apps with Microsoft’s AI Builder, Microsoft Power Automate features, and others.

Inogic has a dedicated Services division that works exclusively on Microsoft Dynamics 365 and Power Platform Professional Services to build solutions that are perfectly tailored to your unique management strategy. We provide a variety of Dynamics 365 bespoke development services to businesses as your Technical Extension, leveraging on our certified resources and thousands of man-hours of development experience on the Dynamics platform. Among our technical specialties are Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Sales, Power apps, Power Pages, Power automate, Power BI, and others. Please contact us to get a free quote!

Try Business Process Checklist, our newest addition to the portfolio of 15+ Productivity Apps for Dynamics 365 CRM and Dataverse, to work smarter and faster by incorporating best practices into your daily tasks! To become a member of the Inogic family, follow us on Twitter, Facebook, LinkedIn, and Instagram. Subscribe to our YouTube channel for regular updates on whats new at Inogic.

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In our previous blog, we saw how users can edit records within the grid and do infinite scrolling until they find the records they are interested in. Also, they can configure editing, filtering, and navigation properties while adding control.

This blog will show some new properties of Power Apps Grid control while configuring it. Using these properties, it is possible to customize the visual appearance of columns based on specific requirements.

If a salesperson wants to sort data according to primary field initials and by visualizing the records wants to copy and paste it into other applications like excel, word, etc., using a customizer control, the developer (by using a script) can color code the columns’ values and visualize it on grid control.

Follow the same steps as mentioned in the previous blog to add Power Apps Grid Control.

1. Allow Range Selection: This property is by default set to yes. You can select a set of records or a subset of the grid to copy data to other applications using this property.

You can paste data to other applications like excel.

2. Enable jump bar: This property is by default set to No. An alphabetical list can be displayed at the bottom of the views or subgrid using this property.

Below is the screenshot of the jump bar enabled.

3. Enable Pagination: This property is by default set to No. Data can be browsed using modern scrolling (infinite scrolling) and paging buttons by setting this property. You have to set this property as Yes to disable infinite scrolling.

4. Enable Status column: This property is by default set to To hide the Status column( Record selection checkbox) you have to set this property as No.

4. Show data type icons: This property is by default set to No. By setting this property to Yes Data type icons will be displayed in the column header. On hover of the icon, the datatype name will be displayed.

5. Customizer Control: In the customizer control property, several columns in a grid can have their visuals or interactions changed by linking to a single customizer PCF control.

6. Enable option set color: This property is by default set as No. When the Enable OptionSet color property is enabled, the background color of each value in the choice column will be shown with its corresponding value. If you are enabling this property for a table, be sure to check the color configuration for each choice column to ensure that the content is accessible and easy to read.

Below is the screenshot after the option set color is enabled.

Conclusion

Using this property users can customize its Power Apps Grid control, which will eventually replace all read-only and editable grids in model-driven apps.

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In our previous blog, we have already explained the enhancements available while setting up the security model in Microsoft Dataverse. While exploring, then, the UI setting was not available for displaying security roles across business units.

There is a setting available named “Record ownership across business units (Preview)” in the Power Platform Admin Center which is in PREVIEW for a long time.

Need:

With this new feature, you can add security roles from other business units to a user besides the user’s standard business unit. The result is that users have privileges from their security roles in their business unit as well as privileges from the other security roles from the other business units.

Configuration:

Sign in to the  Power Platform Admin Center select the Environments tab, and then choose the environment that you want to enable this feature.

Select Settings > Product > Features > Record ownership across business units (Preview) > Turn on the toggle as shown:

NOTE:

• By default this feature is disabled and needs to turn on manually.

This feature changes the way we were managing the security roles till now. If you are thinking to implement the “Role-based security model” then if you remember the security roles were created at the root level and these security roles were inherited by the child business units.

But with this feature, you are now allowed to create a security role at individual BU as well. You can either create a new role from scratch or copy the existing role in the child BU itself, independent of the parent BU.

Use Case:

Let’s say you have two different business units (BU1, and BU2) with different groups of users.

Let’s say “Paulina” belongs to “BU1” and has BU level access as shown below, If she needs access to data created in “BU2” then below are the possibilities:

NOTE:

• BU1 and BU2 are child BU’s of another BU “Innosight” and they are independent of each other.
• If BU1 and BU2 were child BUs of each other then providing parent-child BU access level would have provided the access across the BUs (through Business units hierarchy).

There are a lot of possibilities around to achieve this in Dynamics 365. For example, record sharing, hierarchy security, business unit hierarchy, and team ownership.

Out of all these possibilities, the new modernized business unit structure brings a more enhanced and easy way of doing it.

Before turning on this functionality, if you observe the manage security role page then you will experience that changing/selecting another BU is not allowed.

Navigate to Environments > Select an appropriate environment  > Settings > Users > Select the user > Manage Security roles. On this page you can observe changing the BU is not allowed:

After turning on this functionality you have the flexibility to change the BU and can assign the desired security role from the respective BU among the list.

As shown below created the “BU2 Salesperson” role under “BU2” and assigned this to “Paulina”

“Paulina” can now access records from both BU1 and BU2 even though “Paulina” belong to BU1. This is because we have assigned security roles to the “Paulina” from BU2 as well.

Though “Paulina” belongs to BU1, roles from other BU (i.e. BU2) can be assigned, Refer to the below screenshot:

As “Paulina” user have a security role from BU1 and BU2 which allows her to access both BUs data as shown:

Conclusion

By using this feature users can easily assign the security roles independent of BUs and can access the data from other BUs with little effort

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With every release of Dynamics 365, Microsoft introduces a wide variety of features. Some of which open new doors of opportunity whereas some help in overcoming existing limitations. Introduction of Multi-Select Option Set was kind of both.

However, as a customizer, we still face a few roadblocks when it comes to dealing with any Multi-Select Option Set field. However, recently while working on a requirement, we were able to set default values for a Multi-Select Option Set using Power Automate.

Now, let’s further explore how this was done.

Recently, we came across a scenario where we wanted to set values for the Multi-Select Option Set field named Regions based on the domain of the email addresses from two of the email address fields named Sales Email and Support Email. We achieved this by using Power Automate flows (Cloud Flows) as shown below.

Step 1:

On the Account entity form we have the Sales Email, Support Email, and the Regions field. The Sales Email and the Support Email are the email Id fields based on which we would need to set the value of Multi Option set field Regions.

For the above example, let’s say we have the Sales Email Id with the domain containing ‘.com’ whereas the Support Email Id has the domain containing ‘.au’. So now based on these, the Regions must get set as USA and Australia.

Step 2: Create a Power Automate flow.

To create a Power Automate flow navigate to Power Platform Admin Center -> Open your solution -> New -> Automation -> Cloud Flow -> Automated.

Step 3: Next, add steps.

Use the Microsoft Dataverse Trigger When a row is added, modified or deleted.

Then set the value of Change type to Added or Modified.

Added: Triggers on creation of a Record.

Modified: Triggers on updation of a Record.

Step 4: Add condition in the next step.

Step 5: In the conditional step we need to add the conditions. And as per the example, since we are setting the value of the Multiselect option set based on the values in the Sales Email and Support Email fields, we will use these 2 to add the conditions as shown below.

We have added the condition as, if Sales Email contains”.com” and Support Email contains “.au” then auto populate the Regions as “USA” and “Australia”.

Step 6: Post adding the condition, under If Yes add the action Microsoft Dataverse “Update a row”.

In Table name select the Entity/Table name on which flow needs to run (Executed).

Row Id is unique identifier of the Entity/Table.

In action we have passed the actual value of the regions using the custom expression.

To add the custom expression, we need to select “Enter custom value”.

In expression field enter the value of the option in Regions field/column à Click on save and the same will get set in the multi-option set field(i.e. Regions).

As per the example, the value of option USA is ’100000000‘and for Australia ‘100000003’ which will get set.

Conclusion:

As illustrated above, we can easily set the values in Multiselect Optionset field by using Power Automate.

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