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{How to} Create a Custom Security role in Dynamics 365 Sales Model Driven App

uk365guy

Hello Everyone,

Today i am going share a new feature which has been introduced recently about the custom security role in Dynamics 365 Customer Engagements, Model Driven Apps.
Previoulsy if we need to create a custom security role, we use to copy similar or minimal previleges role and create a custom security role.
So Microsoft now have introduced new Custom Security role where we can use it and recreate custom security role.
How ?
Lets gets started:
Login into Dynamics 365 and head our to Settings in Classic View or through Power Platform Admin Centre(PPAC).
Open the environment of your choice of Model Driven App

 

Click on Settings and security roles, select the App Opener security and click on the “…” you will see copy, edit, delete.
Click on Copy and new pop up will come and name the new security role again click on Copy.

 

A new security role will be created.
    Then select the New “App Opener Manager” role and click elipses “…”
you will see three options
 1. Copy
 2.  Edit
 3. Delete
Select the 2 option : Edit
New window will open with all the previleges and give appropriate previleges and save and close the security role.
Now we may need to add this new security role to the Model Driven App:

 

1. Select the App we need to share with the new security role: App Opener Manager
2. Then click on the …  and then on the “SHARE” button.
3. New Window will come on the right hand side
4. Select the App and assign the New Security Role: App Opener Manager.
5. Finally click on the Share Button.
Now we have created a new custom security role successfully.
I hope this helps.
Malla Reddy(@UK365GUY)
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{How to} resolve A record with these value already exists, a duplicate record cannot be created, select one or more unique values and try again.

uk365guy

Hi Everyone,

Today i am going to show to resolve error message while importing the data into Dynamics 365 Sales.
Sceanrio: whenver you import data into Dynamics 365 Sales you may face this issue:
” A record with these value already exists, a duplicate record cannot be created, select one or more unique values and try again “,
How to resolve this?

 

Lets gets started.
When we import the data into Dynamics 365 Sales the error message itself says this record already exists.
Duplicate records can not be created.
So if you still want to create record already exists then you may need to revisit the record you are trying to import and make changes required and import again with modified values which will not be same as record that already exists.
I hope this helps.
Malla Reddy(@UK365GUY)
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{How to} resolve The product price can’t be created because price list is currently read only

uk365guy

Hi Everyone,

Today i am going to share a solution for data import error.
Scenario:  Whenever you try to update the Price List Items in Dynamics 365 Sales using bulk data import.
You may face below error message: ” The Product Price can’t be created because Price List is currently read only”
To resolve this issue in my situation the “Price List” is in Inactive state.

 

So activate the Price List and then import the Price List Items into Dynamics 365 Sales.
I hope this helps
Malla Reddy(@UK365GUY)

 

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{How to } turn on Microsoft Modern Controls for designing Canvas Apps

uk365guy

Hello Everyone,

Today i am going to share preview feature which can be leveraged to design the Canvas Apps.
So let’s get’s started.
Microsoft recently released new feature which can be used and give your feedback to Microsoft before the new feature used for Production use.
Microsoft Modern Controls:  new set of controls these can be used to designed to focus on accessibility, usability and performance that makes them visually appealing.
How to enable them if this feature is available in your region.
Click on create and then click on a Blank Canvas App
A new Canvas App screen will be displayed to and then you want to check whether the modern controls are enabled in your region.
Click on the Insert tab on the Navigation menu and check whether the Modern Controls are displayed under the Mix Reality and if it is not displayed on that area and then check on the Settings area.

A new pop will appear on the screen and click on the upcoming features, then turn on the “Try out modern controls”.

Then close the pop up and head over to the Insert tab and click on it and then check whether the Modern Controls present under the ” Mixed Reality” as Modern Controls and expand it and you will see the modern contorls.
 If you want to test some of the controls then click on the control, for example “Button” and on the right hand side you can see the screen properties, advanced and ideas tabs you can check what you can do with the properties.
I hope this helps.
Malla Reddy(@UK365GUY)
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{How to} Import Data between Dynamics 365 Environments

uk365guy

Hello Everyone,

Today i am going to share xrmtoolbox tool which can help you to import data between environments.
Let’s gets started.
Suppose we have a  requirement to export data from UAT to Production, we can do this task in multiple way.
1. Manual export and Import
2. Kingswaysoft Tool
3. Scribe Integration tool
4. Xrmtoolbox – Data Transporter
 
So i am gonna show data transporter tool, how it is going to help with data import.
 


 
Open Xrmtoolbox and click on Connections

then choose the Microsoft Login Control

Then a pop up will be on the screen and choose Open Microsoft Login Control

 

Then a new pop up will appear on the screen:

1. choose : Office 365(if you are connecting cloud Dynamics 365 environment)

2. check boxes: display list of available organisations & Show Advanced

3. Online Region: Dont Know, it will be show all environments related to region and click Login.

Then it will be display all available environments and choose one as source and open the “data transporter tool
Data Transporter tool opens in the xrmtoolbox with the source you have chosen:

 

also choose the target environment, then choose the Table you want to transfer data between the environments, in this example i have chosen “Price List Items”, all the attributes related to the table will be displayed, you can choose mapping fields by clicking on the mappings.
You can check the whether the data transfer will be accurate or not by clicking on the Preview button :

 

 

One you are happy with the data, then you can click on the “Transfer Data” button on the tool.

If there are any issues then it will be displayed on the screen otherwise the data will be tranferred into the environment.

I hope this helps.

Malla Reddy(@UK365GUY)

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