Menu Close

Tag: #365blogpostsin365days

{How to} Lookup records with modern advanced find

uk365guy

Hello Everyone,

Today i am going to share new feature now GA.
Which is lookup records easily with modern advanced find.
Lets gets started.
With this new feature now you can lookup more advanced find by default, you can be more productive
in filtering data based on specific records on all grid pages in an app.
Now you can add condition or editing an existing condition on lookup columns in the Edit filters pane.
on grid pages is easier with the “Advanced Lookup” option.
You can see more fields per record and search for records within a specific view to choose the right
record to filter against.
Admins can disable this capability in Power Platform admin center by toggling the settings
Show advanced lookup in lookup fields within Edit filters.

 

Advanced find pane will appear.

Click on the Advanced Lookup

I hope this helps.

Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} unfurling link in Microsoft Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today i am going to share how to unfold the link when we share records in Microsoft Teams.
Suppose you want to share a record in your Microsoft Teams with your team, that you may be unware of the users. so you can mask the record name and type, etc when shared on teams or you can share the name and type on team with some configuration inside PPAC.
Lets see in action.
Login into PPAC
Show details when unfurling links : turn on/off.

 

So based on your privacy and security requirement you can “turn on or off”,  this feature in PPAC.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Share this:

{How to} set inactivity timeout for Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today i am going to share how to set timeout for inactivity on Dynamics 365 Model Driven Apps.
Lets gets started.
Now you can set timeout exception for inactivity by the user.
How do you do that?
Login into PPAC and then open the environment and click on settings > Privacy Settings.
Then Turn on “Inactivity Timeout”.
 
 
 
 
 
1. Duration of inactivity before timeout should be set between 5 minutes to 1440 minutes.

 

2. How long before the session expires do you want to show an inactivity warning should be set between 1 minutes to 1440 minutes.
I hope this helps.
Malla Reddy(@UK365GUY)
#365Blogpostsin365Days
Share this:

{How to} set custom session expiration in Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today i am going to share how to set custom expiration session in Dynamics 365 Model Driven Apps.
Lets gets started.
Suppose you have organisation request that to set timeout expectation when a Dynamics 365 Model Driven App page idle for more than 60 minutes, then you want to display a custom session expiration page on the web page.
Note: Session Maximum session length should between 60min to 1440min,
How long before the session expires do you want to show a timeout warning: its should be less than maximum session expiration.
Login into your PPAC
Open the environment that you want to set the custom session epiration restrictions.

 

Click on the Settings and then enlarge the Products pane, click on the Privacy + Security.
Configure custom timeout session see below screenshot

 

Enter maximum session length : 60 min
How long before the session expires do you want to show a timeout warning : 20.
Note: notification for the session expiry should be minimum of 20 minutes.
Finally save the configuration.
Whenever user browsing is idle for 60 min this custom session timeout will be displayed to the user.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Share this:

{Do you know} now you can share records with specific people in a email

uk365guy

Hello Everyone,

Today i will show improved UX on sharing records in Model Driven Apps.
Lets gets started.
Suppose you want to share a record you own to specific people in a email link.
Now with Improved UX fron Microsoft, thanks to Microsoft for making easy sharing feature for the users.
So open your model driven app and share the lead with your colleague.
Click on the share button and then click on the Email link icon.
If you want to share with Specific people then click on the “People with existing access”

 

 

Then click on the specific people and click apply.

 

Search for the people you want to share and click send.
Note: the user who is being shared record to will only get read access based on the previleges they have on the table.
Also if you want to revoke access then click on share and “manage access” and remove access.
I hope this helps,
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Share this: