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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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{How to update security roles to the table forms on Model Driven Apps using unmanaged solution}

uk365guy

Hello Everyone,

Suppose there is requirement to apply security roles to the table forms by default, doing this manually on the Model Driven App tables is daunting task.
Simple solution is create a new solution and add all the tables required to apply security to all forms on those tables.
Follow these steps:
1. Create a solution.
2. Add tables required to apply security to the forms.
3. Publish all customizations.
4. Export the solution as unmanaged.
5. Import the solution into the other environments.
Bingo thats all your new security to the forms have been applied with out manual work of opening each table and apply security.
I hope this helps.
Malla Reddy(aka UK365GUY)
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{How to apply security roles to model driven apps using unmanaged solution into other environments}

uk365guy

Hello Everyone,

I am going to share a scenario, there is a requirement to apply security roles to the Model Driven Apps in different environments.
Lets gets started.
Suppose there are 50 security roles that needs to be applied to Model Driven Apps in different environments as part of the solution deployment to the various stages of the software development life cycle.
1. Create a solution
2. Click on add existing and select “App” then select the ” Model Driven App” see below image…
Then select the Model Driven Apps from the list of Apps and click add to the solution.

Once the required apps are selected then you can export the solution as unmanaged to different environments to make all the environments App looks identical.

I hope this helps.

Malla Reddy(aka UK365GUY)

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How to enable Mobile Offline Capabilities to users on new Power Platform Admin Centre for Dynamics 365 Field Service App

uk365guy

Hello Everyone,

Today i am going to show how to enable mobile offline capabilities in Power Platform Admin Centre.

Lets gets started.

Login into your power platform admin center Here

Then select the environment you want to enable this mobile offline capabilities.
PowerPlatform Admin Centre

Click on Settings and under the users & permissions section click the drop down and select the “Mobile Configuration”.

You will be presented with the below profile, if the profile is not created then create new one.

Profile

In this blog post i have created field service mobile- profile and i have chosen the required tables to show the user during the offline access to the Dynamics 365 field service app. It is mainly for the field service technicians and service technicians.

Also you can select the users who are required to get access to the Dynamics 365 Field Service App from on Mobile Offline.

I hope this helps.

I hope this helps
Malla Reddy( aka UK365GUY)

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New Terminology on Dataverse

uk365guy

Hello Everyone,

As you all know Microsoft make changes names to applications as and when required, so to just make you aware of those new terms related to Dataverse.

No more ” entity” term anymore now it is been called as “Table”.

No more ” field” term anymore now it is been called as “Column/Columns”.

No more “records” term anymore now it is been called as ” Row/Rows”.

No more “Optionsets, multiselect” term anymore it is been called as “Choices”

No more “Two Options” term anymore it is been called as “Yes/No”.

You can find more about latest updates on Microsoft Docs

I hope this helps.

Malla Reddy aka UK365GUY 🇬🇧

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How to turn on Quick Book on Work Order Field Service App Dynamics 365 CE

uk365guy

Hello Everyone,

Its been a while i haven’t blogged.

So today i am going to show how to turn on quick book on Work Order Record in Dynamics 365 CE Field Service.

I have been working on Field Service Project recently and while i am configuring security roles and testing them out, an issue appeared the “Book” button” not working when i tried to book a resource from the work order.

Error is spinning wheel appear on the screen and not loading anything.

Resolution:

Go to advance find and select the “Booking Metadata Setup” entity and click on the create new record button on the advanced find UI.

Once opened the record and change the value on “Enable Quick Book” to YES. then save the record.

Now go back to the Work Order Entity and try to click on “Book” button then you will be presented with the right window with the available time.

Then you can select the time slot and book the resource accordingly.

I hope this helps.

Malla Reddy aka UK365GUY 🇬🇧

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