Microsoft Dynamics 365 Training

➤   Before starting this tutorial please visit my other blog related to the Business Rule definition. https://alicrmtraining.blogspot.com/2021/08/what-are-business-rules-in-microsoft.html Steps to create Business Rule: ➤     Login to your  Microsoft Dynamics Account . ➤   Go to  ➤  Power Platform Admin Center     https://admin.powerplatform.microsoft.com/environments ➤   Select your  environment . ➤   Select Tables from the left menu. ➤   Select your table from the table list. ➤   This will open the table details page. ➤   First you need to add a field to the Passenger table to create Business rules using this field. ➤   Select Add Column. ➤   Fill the required fields and press the done button. ➤   Add another field using the same process. ➤   Now click on the Save Table button to save the entity. ➤   Click on the  Business rules tab and select Add Business rule this will open the business rules and create the page. ➤   New Business rule page. ➤   Select the  Condition  a

Definition: ➤   Business Rules are basically server-side logic that is used with canvas or model-driven apps to set or clear values in one or many columns in a table . ➤   Business Rules are also used to validate stored data or show error messages . ➤   Business Rules provide a powerful way to enforce rules , set rules , or validate data regardless of the form that is used to input data. ➤   Business Rules are effective in helping to increase the accuracy of data , simplify application development and streamline forms presented to end-users. ➤   In Microsoft Dynamics 365 the Model-driven apps can use Business Rules to: show or hide columns enable or disable columns create recommendations based on business intelligence Note: ➤   Business Rules  are  usually defined for the  table and apply to all forms . ➤   Business Rules can define for specific model-driven form . ➤   Canvas apps cannot have a business the rule applied to a specific form. Usage of Bu

To create a Custom Security Role you need to follow the following steps: ➤   Go to your environment list and select your environment . ➤   Click on See all under Security Roles in the Access section . Note: This  Custom Security Role  is available within this  environment  only. ➤   Click on New Role under Security Roles in the  Access section . ➤   This will open a new security role page in a new tab. ➤   Click Custom Entities to add custom user security setting for each entity. ➤   Click Save and Close to save your custom user security settings.

We have to follow the following steps to  Manage Securit y  Roles  in Environment: ➤   Login to your Microsoft Dynamics Account . ➤   Go to  ➤  Power Platform Admin  Center   ➤   https://admin.powerplatform.microsoft.com/environments ➤   Select your environment . ➤   Click on the See all under Users in Access section . ➤   Then select the Users from the list and click Manage Securit y Roles . ➤   Then select the  System Administrator  and click the  OK  button to assign the role within that environment. Note: System Administrator  ➔   Create, Read, Write, Delete, Customizations, Security Roles. System Customizer  ➔   Create (self), Read (self), Write (self), Delete (self), Customizations. Environment Maker  ➔   Customizations. Basic User  ➔   Read (self), Create (self), Write (self), Delete (self). Delegate  ➔   Act on behalf of another user.

Definition: The environment in Microsoft Dynamics 365 is basically used to save, share and manage the organization business data, apps and flows in Microsoft Power Platform . Each environment provides you the one Microsoft Dataverse database within that environment. Each environment allow you to manage your security settings, user access and storage which is associated with that database. Each environment is created under Microsoft Azure Active Directory (Azure AD) . Each environment is bound to geographical location means when you create the database in an environment so this database is created within datacenters in that geographical location . Any item created in the environment is bound to this environment’s location. Practical: à    After creating your trial account you need to log in and go to Power Platform Admin Center   à   https://admin.powerplatform.microsoft.com/environments à    Go to  à   The environment  on the left side and click New . à    Then add