{Power 2020 Tip # 10} Visualizing D365 Sales Territories Hierarchy

One of the ask while visualizing the D365 Sales App is the ability to be able to see the hierarchy of the Territories. With the new D365 Sales App, this ability has been provided by Microsoft. In Power 2020 Blog 10 of the series, we will cover this feature.

Here the Sales Territories are classified as follows

Parent Territory: India

Child Territories:

· North India

· South India

· East India

· West India

Let us Navigate to the App Settings-> Sales Territories and see the available Territories and click on The icon as highlighted in the screenshot:

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As you can see, this will open an Org chart visualization for the territories:

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

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ABOUT THE AUTHOR:

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{Power 2020 Blog # 9} Thank you note and celebration for 400 posts

Today, I am posting a special thank you note to all my followers, readers and kudos to you for making this milestone happen for me – this blog has reached 400 posts on its journey.

 

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In July 2013, I started writing some articles on Dynamics CRM, developing some tools in my spare time.

Getting involved with various kind of experiences on Dynamics CRM.

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This blog has over time been a keen source of inspiration for myself to keep learning, sharing ideas and connecting with some great minds.

Hope this quick table will help you to utilize the environment out of box Security roles well.

Please note that this is summarized version with reference from Microsoft docs.

Hope it helps and Power 365ing as usual!

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Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Tip # 8} Know-how of out of box Security roles in a Power Apps environment

First of all, happy to share that this is my 399th post!

One of the ask while using Power Apps is getting the Security configuration absolutely right. Since we are storing business data which is critical to the organization, it is absolutely important to be able to get the security roles on your Environments right. Not only that, we need to be able to understand the out of box Security roles that are available in a Power Apps environment.

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Power 2020 Tip # 7 talked about the hidden gem from Microsoft which is the Minimum security role which should be your starting point for custom roles: https://dynamicsofdynamicscrm.com/2020/01/13/power-2020-tip-7-minimum-security-role-required-to-run-a-powerapp/

In the blog, we will try to understand the other packaged out of box security roles in more detail:

Security Role Name Usage
System Administrator God mode of the environment. Has complete privileges on environment to customize or administer it. Has full access to all the data in the environment.
System Customizer Demi god mode of the environment. Has complete privileges on environment customizations. Only has access to environment entities that they created.
Environment Maker Has privileges required to create any new resources required for the environment such as custom APIs, Gateways, Power Automate, etc. Has no access to data in the environment.
Common Data Service User Has ability to run an app within the Environment and perform tasks on the non-custom entities that they own within the environment.
Delegate Has the ability to impersonate another security role on the environment. Used when it is required to run on behalf of any other user(security wise)

Hope this quick table will help you to utilize the environment out of box Security roles well.

Please note that this is summarized version with reference from Microsoft docs.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Tip # 7} Minimum Security role required to run a PowerApp

For ages I have been asked over the same question by clients, partners and community alike. Everyone wishes to start from the minimum required Security role privileges for doing their production system. As part of Power 2020 blog 7, we will see how to utilize this awesome hidden gem from Microsoft and getting the security role for Minimum security role privileges.

You may start by downloading the solution from the Download Center: Common Data Service minimum privilege security role.

Next we will import the downloaded solution by Navigating to Solutions and click on import:

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Next select the downloaded zip file from the link mentioned above and import:

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Click on Next and finish the solution import process. On the final step, following confirmation screen will appear:

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Now let us open the Security role and explore inside the solution:

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Whenever you wish to set the minimum security privileges to access an App, you may start from this role.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Tip# 6} Adding a PowerApp to Microsoft Teams

Certain times we want to empower users to utilize PowerApps right from the Microsoft Teams. With Blog 6 of the series Power 2020, let’s go through how we can achieve this:

Navigate to the Apps section and select Add to Teams option by expanding the Menu under …(three dots)

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Click on the Download App button on the right pop-up menu that appears:

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A zip file will be downloaded for your App, next Navigate to Microsoft Teams:

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Note: You need appropriate privileges to do this. In case you don’t have the right privilege, you will not see the option to Add custom app as described below.

Under Microsoft Teams login, Select Apps and then click on Upload a custom App option:

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Here upload the zip file which was exported from Apps area in PowerApps. Once done, The app will be available as below:

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In the next step click on the App, In the Popup window click on Add:

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Now you can use your App right from Microsoft Teams:

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Hope it helps and Power 365ing as usual!

Any problem in CRM – end user,Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Tip# 5} Themes in Canvas Apps

Many times we want to define pre-defined Themes inside Power Platform Canvas Apps. Here is a quick look at Themes feature in Canvas Apps which can help us to change the overall theming of our Canvas Apps which we will cover in Blog 5 of the series Power 2020.

Under the Home tab we have theme option available and can be used to change the pre-set look and feel of Canvas Apps. The table below describes out of box available options and the look and feel of the App:

Theme Screen Appearance
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There are variety of options available. Themes can be changed from Home -> Themes

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Hope it helps and Power 365ing as usual!

Any problem in CRM – end user,Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020–Tip #4 } Experimental features in PowerApps

In this post of Power 2020 blog series blog 4, we will go through the Experimental features in PowerApps

Experimental Features:

Optimize embedding appearance

By using this feature, you will align your app to the top left and will change the embedded background colour to white. clip_image002

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Container Control

Once you enable this feature, you can insert a Container control into your app.

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Web barcode scanner

Once you enable this feature, you can insert a Web barcode scanner into your app from the Media menu.

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Components

After turning on this feature, you can create and add components to your app. This means you can create a group of controls like “Header” and use it in multiple screens or multiple places in your app.

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Enhanced formula bar

The enhanced formula bar provides you a new formula bar experience with speed and usability improvements. This feature gives suggestions to appear in the text area while you type in the formula bar. Also, the property drop-down has now been discoverable category into Action, Data, and Design.

You need to save and refresh your app to see the changes.

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Deprecated Features:

Enable rules

By using this feature, you can create condition and record action in your app. But the “Rule” feature in the canvas app in PowerApps is deprecated now.

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Hope it helps and Power 365ing as usual!

Any problem in CRM – end user,Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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