Ravishchandra Gupta's Blog

Hello Guys, Today we are going to understand what is Table in Microsoft Dataverse. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. A Table or an Entity is used to model and manage business data in CRM. Contacts, Cases, Accounts, Leads, Opportunities, Activities etc. are all Tables which hold data records. Conceptually, a CRM Table is equivalent to a database table. For example, Contact Table would hold contact records, Case Table would hold cases records and so on. There are three types of tables that you are typically going to encounter in a CRM implementation. The first type of table is known as System Tables and are exist when CRM is deployed. These tables are also known as OOB(out of the box) tables. For example, Account and Contact. System Tables can be modified but can not be deleted. For instance, suppose you want to store information of employees in your company. For this you will ...

Hello Guys, In our previous blog we have learnt what is solution and how to create solutions. Today we are going to learn more about solutions. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Before we look more into solutions, we will see what are solution components. A solution can be used to package the following components which can be customized using default, unmanaged or managed solution. A solution component can be of below types. Schema which includes Tables(Entities), Columns(Attributes), Relationships, Global option sets. User Interface which includes application ribbon, sitemaps, forms, web resources. Analytics which includes dashboards, reports, visualizations. Process/Code includes plugins, assemblies, flows etc. Templates includes mail-merge, email, contract, article etc. Security Roles includes security roles, field level security profiles etc. Before exporting and importi...

Hello Guys, In our previous blog  we have seen what is publisher and how to create publisher. Today we will explore solutions in Dynamics 365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Solutions provide a framework for packaging, installing and uninstalling components to match your business functionalities. Any customizations, extensions or configurations performed in CRM are packaged, managed and distributed using solutions. Creating a solution helps in moving these components from one environment to another. You as developer or customizer, have extended or customized Dynamics CRM in the development. Now you want to package your changes and move it to the next environment. For this, you can create individual solutions and publish them in higher environment like UAT or Production. There are three types of solutions: Default System Solution :- The system solution contains the OOB ...

Hello Guys, Today we are going to learn about publisher in Dynamics 365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. A publisher is a real world entity which publishes Solutions in Dynamics CRM. We will be exploring about Solutions in our upcoming blogs. Those entity can be a person, department or company. When you create an organization in Dynamics 365 CRM, a default publisher is created for you, which can also be used as part of your solution. Each CRM solution requires a solution publisher which provides a common customization prefix and option value prefix. Common customization prefix means, when you are creating any new Table(Entity), Columns(Attributes), Relationships etc., then all these custom customization is prefixed with some word like new_. When you create a Table, Column or Relationship in any Solution that is linked to this publisher, the prefix that you define is added b...

Hello Guys, In our first blog  we have shown how to create Trial organization. Today we will see how to create an environment in that organization. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Navigate to  https://www.office.com  and login with id which you have created in Trail organization. Now open a new tab and enter  https://admin.powerplatform.microsoft.com . This will display available environment. Now we will be creating a new environment. Click on New and configure it as shown below. Click on Next and Configure it as shown below. Click on Save. As you can see our environment is getting prepared. It will some time to be ready. once done select the environment and click on Open environment. This will navigate to the apps page. Select the app which you want to navigate. Hope it helps...

Hello Guys, In our previous  blog , we have seen how to create Record Based Security. Today we will see how to implement Field Level Security in Dynamics 365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In our  previous blog  we have discussed about Security in Dynamics 365. We will be working with Account Table for demonstration. We have two users, Malishka and Tavleen. As you can see in above image we have Annual Revenue field. We will be implemeting Field Level Security for this field so that only few user can edit this field. Navigate to  https://make.powerapps.com  and select your environment. Expand Data and click on Tables. Click on Account. Now search Annual Revenue. Select the field and expand Advanced options. Check the box i.e. Enable columns security. Click on Done. Save the Table and publish the customization. Now click on Settings and select A...

Hello Guys, In our previous  blog  we have seen how to create security roles. Today we will see how to implement record based security in Dynamics 365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. we have already discussed about record based security in our previous blog . We will work with the same users. We have two users named Malishka and Tavleen and these both users are in same BU. Also these users are having sales person security role as you can see in below picture. As you can see in above image, for Account Table we have read and create privileges at user level which means users can not see one another's record. For example, we are logged in using Malishka's credential and we have opened account record created by her. Now Malishka wants that Tavleen should also see this record and do some modification in it. But due to security role Tavleen is not able to see this recor...