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{How to} enable record ownership across Business Units in Microsoft Dataverse

uk365guy

Hello Everyone,

Today i am going to share new feature which allows a user to access another business unit records.
Lets gets started.
Before we dive into the new feature we need to understand about the “Hierarchical data access structure”.
Hierarchical data access structure:
 
 
when do we use hierarchical structure, when data and user are compartmentalized in a tree like hierarchy.

 

Suppose we have three business units including a ROOT Business unit at the top.
When we associate a user with this environment, we can set the user to be in one of the three business units and assign a security role from the business unit to the user.
When a user creates a record is determined by the business unit associated user. With the association it allows us to craft the security role which allows the user to see records in the respective business unit.
                                     
User A is associated with Divison A and assigned a security role Y from Division A.  This will allow User A to access the Contact #1 and Contact #2 records. While user B in Division B cannot access Division A’s Contact records but can access Contact #3 record.

Matrix data access structure(Modernized Business Units)

Customers can use an organisation structure where data is compartmentalized in a tree like hierarchy.
Users can work and access any business unit’s data regardless of what the business unit the user is assigned to.
So when we assign a user with an environment, we can set the user to one of the three units . For each business unit that a user needs to access data, a security role is assigned from that business unit to the user.
When a user creates a record  the user can set the business unit to the own the record.

 

Here User A  can be associated with any of the business units, Including the root business unit. A security role Y from Division A is assigned to user A which gives the user access to Contact #1 and Contact #2 records.
A security role Y from Division B is assigned to user A which gives the user access to Contact #3 record.
How to enable this feature?
1. Login into  PPAC
2. Select the environment and Click on settings.
3. Then Products > Features

 

4. Turn on the “Record ownership across Business Units“
So once this feature is turned on, we can select the Business unit when you assign a security role to user. This allows you to assign  security role from different business unit to a user.
The user requires a security role from the other business unit to be assigned in order to run the Model Driven Apps, with the user settings privileges.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
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{How to} enable canvas apps and cloud flows in Dataverse solutions

uk365guy

Hello Everyone,

Today i am going to share a new feature which is in preview how to enable canvas apps and cloud flows in Dataverse solutions.
Up until now we are adding the canavas apps and cloud flows to the solution manaully.
Now with this latest feature you can directly create canvas app or cloud flows in the Dataverse Solutions.
Lets see in action:
To enable this feature you need to login into PPAC
Select the environment and then settings:
Then click on the “Features”:
Enable Canvas Apps
When you enable the canvas app i.e ON,  all apps will be stored as solutions in Dataverse, this means your users will likely need security roles updated for this environment.
Enable Cloud Flows:
When you turn on the Cloud Flow = ON : New cloud flows will be created inside a Dataverse Solution and your users will need the environment maker security role. Unsupported entry points, like sharepoint and teams, will fail to create any cloud flow until that support is added to create a solution cloud flow with that entry point.
Unsupported entry points are listed in the documentation: here
Now check the canvas apps and cloud flows can be created inside Dataverse solution:
Login into www.make.powerapps.com
Open the solutions and then select the your solution where you want to create the canvas app or cloud flow.
Click on the Objects and then click new as shown in below screenshot.
Once you click on the New chevron you will see the Apps, Automation, chatbot, dashboard, report, rules, security, table.. more..
click on the apps: then you can see the canvas app where you can create a canvas app inside dataverse solution.
Similarly you can create the Cloud flow by clicking on the Automation:
Now you can create Canvas App and Cloud Flows inside the Dataverse Solution.
Note:
1. Solutions are stored in Dataverse, so the environment must have a database to use this feature.if your environment doesn’t have database add one.
2. To create canvas app in solution, you must have write previleges to the CanvasApp Table. Also to create cloud flows in solutions, you should have the Environment Maker role, you can assign from security roles and privileges.
3. A canvas app or cloud flow in a solution must be shared with you before you can view or edit it.
Always check before you enable creation of canvas apps and cloud flows: considerations
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
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{Do you know} Maintenance Timeline for Microsoft Power Platform & Dynamics 365 Apps

uk365guy

Hello Everyone,

Today i am going to share the timeline of maintenance of microsoft updates related to the application of Power Platform – Dynamics 365 Apps.
Lets gets started.
Usually Microsoft will send the notifications about what the update is all about to the Power Platform/Dynamics 365  Administrators via email.
Maintenance Timeline windows for different regions will be here:
The timelines are Coordinated Universal Time – otherwise known as Greenwich Mean Time.
During the service update times: Database updates run as soon as possible depending on the system load during maintenance window of the environment.
If you want to know more about the Policies and Communications for Power Platform and Dynamics 365 Services here.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
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{How to set} Maintenance window settings in Dynamics 365 Customer Engagement Apps

uk365guy

Hello Everyone,

Today i am going to share how to configure the maintenance window settings in Power Platform Admin Centre.
Lets gets started.
As microsoft performs regular updates on Microsoft Dynamics 365 Sales, Customer service, Marketing, Field service, Project Operations for new features, security, minor improvement etc..
So below are some of the points to be remembered:
  • You can only manage your maintenance window is only for Production environments.
  • Maintenance can be conducted any day so the maintenance window is a time within the day when these updates could be delivered.
  • Only database and application updates will be delivered in this maintenance window. Platform updates will continue to execute based on region specific times.
  • It may take upto 48 hrs to get the updates to take effect.
  • There is no down time or performance degradation during the maintenance window.
Login into PPAC
Check on the “Production” environment and then settings…
Settings > Maintenance Window Settings.

 

Then the Configure maintenance window settings:
You can set the Maintenance window hours from the drop down according to your region.

 

Based on the time selected Microsoft updates will takes place during that time frame selected.
It may take up to 48 hours for the maintenance window settings to take effect.
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
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{How to} view offline sync icon in the navigation bar for Microsoft Dynamics 365 Mobile Apps

uk365guy

Hello Everyone,

Today i am going to share how to update sync status for field service mobile app.
As microsoft release new sync states:
  • Connected
  • Not connected
  • Syncing data
  • Pending changes
  • Error
  • Warning
With the current sync release users can see the sync icon on the main navigation bar and it provides contextual information, such as if the app is connected, if data is currently refreshing or pending changes,
are there any errors  or warnings.
So if you want to see this sync icon on the Field Service Mobile App, you need to update the Field Service Mobile – Offline Profile, from the settings.
Steps:
1. Login into PPAC 
2. Select the environment where you want to update Offline Profile.

 

 

3. Once selected the Environment click on settings and then “Users + Permissions” and click on the “Mobile Configuration” refer to above screenshots.

 

4. Select the Field Service Mobile – Offline Profile and open it.

5. There are 3 sections,

a. details: where you can update by clicking on the edit button(screen shot above) the profile name, description.
b. data available offline(80) where you can manage or add tables to it.
c. Users with offline access : where you can manage or add users to it.
Finally you can publish the changes on the same page as above.
Set conflict detection for mobile offline: if there is any conflict with the changes and in syncing the data,in order to show what was the issue, for that we need to make some configuration.
make sure you sign in as admin.
Select the environment and then settings, expand the users  + permissions and then select the Mobile Configuration.

 

Select the Go to legacy on the command bar.
Mobile offline screen will be displayed see below screen shot.

 

Click on the Mobile Offline Settings:

 

Where there is a mismatch of data between client and server, conflict errors occur. To resolve the issue, choose one of the following settings:
Select No – Conflict detection for mobile offline is turned off, so whatever changes are made by a user in offline mode are automatically synced to the server when the user is back online, and client wins over server.
Select Yes – Server wins over client.
Enable the app module for offline:
 
This is for a specific app needs to  enable mobile offline.
 
 
In the left navigation pane select the apps and set of apps related to your environment will be displayed.
Once the App is in edit mode click on “…” and switch to classic.
Now the App is in site map designer mode, click on the “Properties” and check the “Enable Mobile Offline” FINALLY click on the “Select mobile offline profile” dropdown and check the “Field Service Mobile – Offline Profile”.

 

Then save the changes by clicking on the SAVE Button on the navigation bar. Finally Publish.

 

Then Login into Field Service Mobile App from your mobile device and when first logged in after the update by Admin on the Field Service App from PPAC.
The mobile user has to enter their credentials and allow the location sync and then the app will load the data into the app.

 

When you click on the little globe with sync  the below screen will appear.

 

Device status: Connected.
Downloading updates with last sync date.
Sync details like Power apps files downloaded, Downloading application data, Downloading data like tables.
Now your Mobile App can work and  show the sync statuses.
Note: The Offline sync icon is now visible in the main navigation on iOS and Andriod devices..
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
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