Environment Into Dynamics 365 CRM/CE And Power Apps

Environment is a container or workspace where you can create solutions, apps, tables, security roles, connections etc. Environment providing you a workspace where you can Develop, Customization and Configurations of your Business Applications.

If you want to build or develop the applications then you first need to an Environment. like Dev, Test, UAT and Production.

When new environment is created, default publisher, default solution, root business unit, default team, default OOB tables and standard security roles are created automatically.

There are multiple types of environments present in Microsoft 365.

1.     Default: his environment is automatically created for each tenant and is accessible to all licensed users.

2.     Developer: This environment is a personal space for building apps, with one provided per user who has a Developer Plan.

3.     Production: This environment is used for real business apps and data, offering high performance and reliability.

4.     Sandbox: This environment is meant for development and testing purposes, and it can be reset or copied as needed.

5.     Trial: This environment is temporary and intended for evaluation purposes, typically expiring after a set time limit.

Follow be steps to see and create new environment.

Go to make.powerapps.com = Environment => Click on Settings

Now Click on Manage => Environment => New

Now add the Name, Group, Region, Type etc. and click on save.

Difference Between Un Managed and Managed Solution

 Following the difference between Un Managed solution and Managed Solutions.

Unmanaged Solution	Managed Solution
This is used for Development and Customizations.	This solution is finalized and ready for production package.
Fully editable at any time.	Not editable after import.
Deleting removes only the container. Components will remain in default solution	Deleting removes all components
Can be exported as managed or unmanaged	Can only be imported
Manual cleanup required	Easy to uninstall and revert changes

Rollup Column Data Types Into Dynamics 365 CRM/Model Driven App

Rollup column behavior are used to perform the operation on related tables. This operation occur from Source table to Related table.

Using it you can perform the following below operations.
1. SUM
2. MAX
3. MIN
4. COUNT
5. AVG

Open you solution => Go to table (Parent table Country) => Create New Column => Behavior (Rollup) => Save.
Here I am counting the related child table(Student Registration) total records.

Once you save the column one new window will be open. Here you have to select the Source table, Related table, Filter and Aggregation.
Here I am Counting the Child table (Student Registration) total records.

Formula Column Data Types/Calculated Filed Into Dynamics 365 CRM/Model Driven App

 In the Dynamics 365 CRM/Model Driven App Calculated Field, this Calculated field are used to perform the calculation on the column/fields and shows the result. 
But into Dynamics 365 CRM/Model Driven App Calculated Field is deprecated. 

Instead of it Microsoft give the Formula Data type. Inside the Formula section you can add your Formula. Like here I am doing the addition of two numbers.

Field Security/Column Security Profile Into Dynamics 365 CRM/Model Driven App

Field security or column level security allows us to control access to particular column. It helps in protecting sensitive information like password, Ids etc.

Field/Column Level Security allows only assigned user or team to perform the operation (Create, Update and Read) on this Field Level Security/Column security profile.

   To create view go to make.powerapps.com => Environment => Solution (Open your solution)

Open your table (Student Registration) => Columns=> Here I am select the Student Fees column.
Click on column => go down and check the check box Enable Column Security => Save

Now go to your Model Driven App and see the before Student Fees column key will be display.

Now create the Colum Security Profile.

Once you save open the newly created Column Security Profile => Edit

Now set the permission for Read, Create and Update.

Hint: You can customize it from Classic View as well.
To customize these options inside your solution-- switch to classic view:

In classic view> select field security profile > new > give it a name > field permissions > select column for which you want to create field security. And then customize create read write operations.

What Is View In Dynamics 365 CRM/Model Driven Application

 

Views in model driven apps are saved definition of how we want to show columns present in Dataverse tables. Data in Dataverse tables can be filtered, sorted based on user needs through views.

There are five types of views: Public, Quick Find View, Advance Find View, Associated View and Lookup View.

Whenever we create a new table, these 5 views are created automatically.

1.     Public view:
This is the primary view available to all users. we can set any public view as default.

2.     Lookup View:
It will show added columns when we select records from a lookup field.

to make changes to lookup view, go to your table>views>lookup view.

3.     Quick find view:
It will quickly find records from columns added in its definition in respective table.

4.     Associated view:
displays records in a Subgrid.

5.     Advanced Find view: 
It allows to search data with advanced filters.

6.     Custom view: 
We can also create customized view or customize already existing views as well.

t    To create view go to make.powerapps.com => Environment => Solution.
 

Open your table (Student Registration) => Views => New View

 

Now add the View Name, Description => Save.

Now add the Column into the View. You can drag and drop columns and you can click on View column option.

Now Validate and Save and Publish.

What Is Dot Net Framework?

In This Post , We Are Going To Explain.

⨳What is Dot . Net Framework?

⪼ Dot.NET is a software development framework designed by Microsoft to build and run applications for web, desktop, mobile, and services, providing a wide range of built-in functionalities, tools, and runtime support.”

• Web applications
• Desktop (Windows) applications
• Mobile (Phone) applications
• Web services and more.

⪼ The Dot.NET Framework provides:

• A runtime environment called CLR (Common Language Runtime) to execute and manage applications.
• A rich set of libraries (Framework Class Library - FCL), which offers pre-built functionality to handle common tasks like file operations, database connectivity, security, and more.
• Cross-language support, meaning developers can use different programming languages like C#, VB.NET, and F#.

What Is C# Programming Language?

In This Post We are Going To Explain Here.

⨳ What is C# Programming Language?

⪼ C# is Pronounced as C-Sharp,

 C# is a simple, modern, general-purpose programming language. It is an object-oriented programming language developed by Microsoft. It is a safe and managed language that is compiled by the .NET framework to generate Microsoft intermediate language (machine code).

• Web applications
• Desktop software
• Mobile apps
• Games (especially with Unity)
• Cloud-based services
• Web Sites

Form Security Into Dynamics 365 CRM/Model Driven App

 Form Security comes under the Security Model. Form Security means provide the security to the Form.

In this you can provide the security to Form using Security Role. Once you assigned the Security Role to the Form, only those user will be able to see the form.

Follow below step to perform the Form Security.

1. go to make.powerapps.com => select Environment => Open your Solution.

2. Expand Your Table => Form => Select your Main Form => 

3. Once Form open Select the Form Setting => 

4. Here in new Window you will see the two Option Under Security Tab.
    1. Everyone : The Form Will Display/Visible to everyone.
    2. Specific Security Role: The Form Will Display/Visible to only Selected Roles users.

How To Assign Security Role To The User Into D365/Model Driven App/

Based on Business Requirements and Needs you have to assign Security Roles to the users.

 Follow below steps to assign the Security Role to the users.

1. go to make.powerapps.com => select Environment => Click on Settings => Admin Center

2. Click on left side Manage => Environments => select your Environments => click on Settings

3. Now go to Users + Permissions => Users

4. Select the any user=> click on top Manage security roles 

5. New window open where all the Security Roles is listed. Select the required Security Roles and click on Save. Here I selected AIB Role and App Opener.

What Is Security Role In Dynamics 365 CRM/CE

What is Security Role in Dynamics 365 CRM?

⪼ A Security Role in Dynamics 365 CRM is a set of permissions that define the level of access a user or team has to various resources and functionalities within the system. Security roles help ensure data security, maintain proper workflow, and manage user actions by restricting or granting access based on business needs.

Security Role is the combination of Privileges and Access Level.

What Is Team And How To Create Into Dynamics 365 CRM/CE

Teams are the Group of users where multiples users are added. You can assign the Security Role to the Teams.

There is concept of Default Team and Custom Team.
Default Team: This team is automatically created once you created the Business Unit. This team name same as Business Unit.
Custom Team: This team is created by users or developers based on their requirements and needs.

Teams Types: There are four types of Teams.
1. Owner : Own the records.
2. Access : Used to Grant access to specific record.
3. Microsoft Entra ID Security Group
4. Microsoft Entra ID Office Group.

How to Create Team:

1. go to make.powerapps.com => select Environment => Click on Settings => Admin Center

2. Click on left side Manage => Environments => select your Environments => click on Settings

3. Now go to Users + Permissions => Teams

4. Now click on + Create Team

5. Now fill the details Team Name, Business Unit, Administrator, Team Type => Click on Next.

Now your team is ready.

What Is User And How To Create Into Dynamics 365 CRM/CE

Users are individuals or Single person into Dynamics 365 CRM who is having the access of Dynamics 365 CRM Environment and Organization.

There are different types of users in which based on Security Role you can differentiate like System Admin, Sales Manager etc.

User's are created from the Office 365 and Azure Active Directory. Once user are created you can add user's into Dynamics 365 CRM. See the below steps.

How to Add Users:

1. go to make.powerapps.com => select Environment => Click on Settings => Admin Center

2. Click on left side Manage => Environments => select your Environments => click on Settings

3. Now go to Users + Permissions => Users

4. Now click on + Add USer

5. Now search the user by adding the user email address. Once search complete select user and click on Add.

What Is Business Unit And How To Create Into Dynamics 365 CRM/CE

Business Unit is a logical partition of the Organization. It will divide your Organization into different different areas based on your business requirements like Branch, Divisions, Area, Offices etc.
By using this BU you can also manage your Organization Business data.

In Dynamics 365 CRM there are one Business Unit are automatically created at the time of Environment/Organization creation. This is called as Default or Root BU. 

How to create Business Unit:

1. go to make.powerapps.com => select Environment => Click on Settings => Admin Center

2. Click on left side Manage => Environments => select your Environments => click on Settings

3. Now go to Users+Permissions => Business Units.

4. Now click on + New Business unit.

5. Add the Business Unit name and fill the other columns => Save.

What Is A Column In Dynamics 365 CRM?

 In This Post we are going to Explain

What Is A Form In Dynamics 365 CRM/CE?

 In This Post we are going to Explain.

What is a Form in Dynamics 365 CRM/CE?

Forms are a way for a user to interact with data present in our model driven application. By using forms, user can perform CRUD operations. i.e. create write update delete.
Whenever we create new table, 3 forms (main, quick view, card) automatically created.

There are mainly 4 types of forms: Main, Card, Quick View and Quick Create.

Ø  We can always check type of our form created by navigating to forms.

1.   Main form: this is primary form and easiest way to create and edit data present in Dataverse tables in model driven app.
They support multiple tabs and sections.
Only main forms can be assigned security roles.
And we can apply business rule on main form and quick create form only.

2.  Quick view form: This type of form will show selected parent table columns in child table, based on field selected in lookup column. If there is no lookup field, quick view form will not appear. 

      Quick view form is read only form. They cannot be placed in any other forms except main form.
Tabs and sections are not supported.

Security role or business cannot be applied.

1.  Quick create form: it is set of columns in which we want to add data quickly, without navigating away from current screen. This type of form will appear as a popup window.

We can create multiple quick create form but only one can be used based on form order.
We can apply business rule but security role cannot apply.

1.  Card form: card forms are used to present data in compact format (mobile view).they are specially designed for small screens.

Card forms are read-only.
we cannot create security role or business rule for card forms.

Read The Dynamics 365 CRM Form TAB Using Java Script

To use the Dynamics 365 CRM form tab, you have to use this ui.tabs.get("TabName") method.
Now hide and show the TAB

// To hide TAB: true=Hide

formContext.ui.tabs.get("TabName").setVisible(true);

// To hide TAB: false=show

formContext.ui.tabs.get("TabName").setVisible(false);

Read The Dynamics 365 CRM Form Section Using Java Script

To read the Dynamics 365 CRM Tab section name used the ui.tabs.get("TabName").sections.get("TabsSectionName") method.

Now perform the operation to hide this Tab Section.

// To hide tabs Sections: true=Hide

formContext.ui.tabs.get("TabName").sections.get("TabsSectionName").setVisible(true);

// To hide tabs Sections: false=show

formContext.ui.tabs.get("TabName").sections.get("TabsSectionName").setVisible(false);

Read/Get And Write/Update All Data Types Of Field Values Using Java Script Into Dynamics 365 CRM/CE

 // Read And Write The Dynamics 365 CRM All Data Types Of Field Using Java Script

function AllDataTypeReadAndWrite(executionContext) {

    debugger;
    var formContext = executionContext.getFormContext();

    // Read Single Line of Text Field
        var empName = formContext.getAttribute("min_name")?.getValue();

    // Read Multi Line of Text Field
        var empAddress = formContext.getAttribute("min_address")?.getValue();

    // Read Date and Time Field
        var empDOB = formContext.getAttribute("min_dob")?.getValue();

    // Read Two Option Field
        var areYouINterested = formContext.getAttribute("min_areyouintersted")?.getValue();

    // Read Optionset Field
        var empCountry = formContext.getAttribute("min_country")?.getValue();

    // Read Multiselect Optionset Field
        var empCourses = formContext.getAttribute("min_courses")?.getValue();

    // Read Whole Number Field
        var empPostalCode = formContext.getAttribute("min_postalcode")?.getValue();

    // Read Decimal Field
        var empPercentage = formContext.getAttribute("min_percentage")?.getValue();

    // Read Currency Field
       var empSalary = formContext.getAttribute("min_salary")?.getValue();

    // Read Lookup Field
        var org = formContext.getAttribute("min_organization")?.getValue();

        var orgid = org[0].id;
        var orgname = org[0].name;
        var orgentityname = org[0].entityType;

// Set/Update Single Line of Text field

    if (empName !== null && empName !== undefined)
   {
       formContext.getAttribute("min_name1").setValue(empName);
   }

// Set/Update Multi  Line of Text field

    if (empAddress !== null && empAddress !== undefined)
   {
       formContext.getAttribute("min_address1").setValue(empAddress);
   }

// Set/Update Date and Time field

    if (empDOB !== null && empDOB !== undefined)
   {
       formContext.getAttribute("min_dob1").setValue(empDOB);
   }

// Set/Update Two Option field

    if (areYouINterested == true)
   {
       formContext.getAttribute("min_areyouinterested1").setValue(true);
   }
else {
       formContext.getAttribute("min_areyouinterested1").setValue(false);
   }

// Set/Update OptionSet field

    if (empCountry !== null && empCountry !== undefined)
    {
       formContext.getAttribute("min_country1").setValue(empCountry);
    }

// Set/Update Multi Select OptionSet field

    if (empCourses !== null && empCourses !== undefined)
   {
      formContext.getAttribute("min_courses1").setValue(empCourses);
   }

// Set/Update Whole Number field

    if (empPostalCode !== null && empPostalCode !== undefined)
    {
                             formContext.getAttribute("min_postalcode1").setValue(empPostalCode);
    }

// Set/Update Decimal field

    if (empPercentage !== null && empPercentage !== undefined)
    {
        formContext.getAttribute("min_percentage1").setValue(empPercentage);
     }

// Set/Update Currency field

    if (empSalary !== null && empSalary !== undefined)
    {
       formContext.getAttribute("min_salary1").setValue(empSalary);
    }

// Set/Update Lookup field

    if (org !== null && org !== undefined)
    {
       formContext.getAttribute("min_organization1").setValue([{ id: orgid, name: orgname, entityType: orgentityname }]);
    }
}

Hide And Show Dynamics 365 CRM Fields On Form Using Java Script

 To hide and show fields on Form you have to use the setVisible() method.

// To Show/Visible fields on Form

    formContext.getControl("fieldSchemaName").setVisible(true);

// To Hide/Un-Visible fields on Form

    formContext.getControl("fieldSchemaName").setVisible(false);

Make Dynamics 365 CRM Fields Mandatory, Recommended and Not Mandatory Using Java Script.

 To Make Dynamics 365 CRM Fields Mandatory, Recommended and Not Mandatory Using Java Script. you have to use the setRequiredLevel() method.

// To make field Mandatory
formContext.getAttribute("fieldSchemaName").setRequiredLevel("required");

// To make field Recommended
formContext.getAttribute("fieldSchemaName").setRequiredLevel("recommended");

// To make field Not Mandatory
formContext.getAttribute("fieldSchemaName").setRequiredLevel("none");

Lock And UnLock Dynamics 365 CRM Fields On Form Using Java Script

To Lock and Un-Lock fields on Form you have to use the setDisabled() method.

// To Lock fields on Form

    formContext.getControl("fieldSchemaName").setDisabled(true);

// To Un-Lock fields on Form

    formContext.getControl("fieldSchemaName").setDisabled(false);

Add Remove Dynamics 365 CRM OptionSet Field Values

To remove Dynamics 365 CRM/CE OptionSet field value using Java Script you have to use the removeOption() and addOption().

// To Remove OptionSet option

// Option : C# Language    Value: 913420003
formContext.getControl("fieldSchemaName").removeOption(913420003);

// To Add OptionSet option

var optionAdd = { value: 913420003, text: "C# Language" };
formContext.getControl("fieldSchemaName").addOption(optionAdd);