Microsoft Dynamics 365 & PowerApps Developer - Creating Publisher and Solution in Microsoft Dynamics 365?

How to Create Publisher and Solution in Microsoft Dynamics 365:

A CRM solution is nothing but a set of customizations that you can import and export. We customize the components within a Custom solution.

For creating any entity any attribute is strongly recommended that we need to create a custom solution and do your customization within the solution.

Before creating a new solution we need to create a Publisher, so Publisher is nothing but a record for a profile of a company means the publisher is nothing like a company that is responsible to customize the solution so Publisher means the company profile.

➤ Go to Settings ➔ Customizations ➔ Publisher


➤ Click on the New



➤ Fill the required information ➔ click on Save and Close.

➤ Display Name ➔ Company Name (for now we are adding a company with the name ABC Company)

➤Prefex ➔ is used for all custom attributes, custom fields, and relationship names. for example, if we are creating an entity then the name of the entity will be abc_entityname. Prefix name is very important to identify whether the entity, field, or relationship is a custom component or already exists in the system. Already components don't have not any prefixes only the custom components have the prefix.


Now we are going to create a new solution.

➤ Go to Settings ➔ Customization ➔ Solutions


➤ Click on the New button and fill the required information and click on the save and close button.


➤ we have the new custom blank solution ready for the customization of the existing entities and also the new entities.



➤ Now we are going to add new entities or existing entities so for now just adding two required existing entities.

➔ Account

➔ Contact

➤ Click on Add Existing ➔ select Entity

➤ Select Accounts and Contact



➤ Click on next and make sure you have checked the Add All Assets checkbox and then click on the Finish button.



➤ Select No, do not include required components, and click the OK button.










Comments

Post a Comment

Popular posts from this blog

Microsoft Dynamics 365 & PowerApps Developer - Plugins in the Microsoft Dynamics 365

Image
  Plugins: ➤ The plugin is a class library with custom code which we compile and generate DLL files that run on server events. ➤ Service Events are like Create, Update, Delete, etc of specific record types. ➤ In the Dynamics terminology, we can say that Event is a Message. Example: On entering the revenue field of the contact record you want to perform some tax-related complex calculations automatically. The flow of plugin build: ➤ Write custom code as plugin ➔ Build the Custom code and generate DLL ➔ Upload DLL files to Microsoft cloud ➔ Register them on some specific events. Plugin Pipeline Stages: ➤  Pre-Validation: In this stage, security checks are being performed to verify the calling and logged-on user has the correct permissions to perform the intended operation. ➤  Pre-Operation: This will execute before the main operation. plugin registered in this stage is executed within the database operation. ➤    Main Operation: This contains the main operations like CREATE, UPDATE, DE
Read more

How to create Custom Security Roles for environment in Microsoft Dynamics 365 CRM?

Image
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.
Read more

How to create and manage Environment in Microsoft Dynamics 365 CRM?

Image
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
Read more