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{ Update } Record status reason to in progress when a field is updated using classic worklfow

uk365guy

Hello Everyone,

Today i am going to share how to update the record status when a field is updated with classic workflow.

Lets gets started.

Scenario: Requirement to update the record status to “In progress” when a field “update checked by operation equals to Yes”.

How do you do that ?

Using system workflow we can achieve this functionality.

Lets create a workflow:

Go to the solution and click on the process and click “new” and give it a name for your process.

Name: Update status reason to in progress when a field is updated.

1. Process Name: Update status reason to in progress when a field is updated
2. Entity : Deliveries
3. Activate as Process
4. Scope as Organisation
5. Record fields change : Open the “View” and select the field that this workflow needs to trigger.

Then create the condition that If checked by operations is YES then updated the fields to NO and status reason to In progress

Click save the changes and activate the process and the go to the active records and change the field value to YES and then workflow will trigger and updates the fields two fields to NO and status reason to In progress.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogsPostsin365Days

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Microsoft Dynamics 365 Community Blogs List

uk365guy

Hello Everyone,

Today i am going to share a link for all Dynamics 365 Community Blogs.

Lets gets started.

Either you are looking for Microsoft Dynamics 365 Cutomer Engagement Apps Blogs or Finance & Operations or Model Driven Apps Blogs.

Then once place to refer is Microsoft Dynamics 365 Community Blogs, You can get valuable information from the blog posts as the community bloggers will share their day to day experiences in the blog posts.

So click Here to visit the Microsoft Dynamics 365 Community Blogs

I hope this helps

Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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How to turn on Tenant Isolation from Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to share information on how to turn on “Tenant Isolation” on Power Platform Admin Center.

Lets gets started.

What is Tenant Isolation ?

Tenant Isolation in terms of Power Platform Administrators can ensure that the connectors or Power Automate flows can be connected within the tenant while minimizing the risk of data expliotation outside the tenant.

Tenant Isolation can be used to block external tenants from establishing connections into your tenant (inbound isolation) as well as block your tenant from establishing connections to external connections to external tenants (outbound isolation)

Power Platform tenant isolation is different from Azure wide tenant restriction.it doesn’t impact Azure AD based access outside of Power Platform.

Power Platform tenant isolation only works for connectors using Azure AD based authentication such as Office 365 Outlook or sharepoint.

There are three types of tenant isolations:

1. Inbound

2. Outbound

3. Inbound and Outbound

With the tenant isolation Power Platform Administrators can put restriction on the users not to connect to other tenants by imposing the type of isolation based on the use case.

For example:

Tenant GMR – UK

Tenant GMR – Europe

Now the users from Tenant GMR – UK can connect to the data source of the Tenant GMR – Europe even the inbound and outbound restriction is imposed because the Bidirectional allowlists in enabled for the both tenants. Anyone from outside the tenant is not able to connect because of the Tenant Isolation imposed.

How to configure Tenant Isolation ?

Login into PPAC

Expand Policies then click on Tenant Isolation

Turn “ON” Tenant Isolation then click save.

New Tenant Rule: Administrators can put restrictions by configuring the Tenant Rules.

Directon: Either – Inbound or Outbound or Inbound and Outbound

For example: INBOUND

I have chosen the direction as “INBOUND” Tenant Domain or ID AND click save.

OUTBOUND:

I have chosen the direction as “OUTBOUND” Tenant Domain or ID AND click save.

What is the effect of this OUTBOUND Isolation ?

Outbound connections to the tenant from external tenants are blocked by Power Platform evem if the user presents valid credentials to the Azure AD secured data source, you can use rules to add exceptions with “Allowlists”

Inbound and Outbound Isolation

Inbouhd and Outbound connections to the tenant from external tenants are blocked by Power Platform evem if the user presents valid credentials to the Azure AD secured data source, you can use rules to add exceptions with “Allowlists”

Allowlist: Allowlist allows the tenant users to connect to data source even the tenant isolation is imposed on some tenants.

Outbound Allowlists;

For example Tenant A, Tenant B

Allowlist – Tenant B

Tenant User can establish a connection using Tenant B credentials.

Similarly : Bidirectional allowlist,

Below configured Tenant rule isolation rule:

For more information of Tenant Isolation click here

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Now you can access Power Platform Admin Center from Maker Portal

uk365guy

Hello Everyone,

Today i am going to share simple trick to access Power Platform Admin Center.

Lets gets started.

Normally how do we access Power Platform Admin Center ?

Its from Here

But from Maker Portal too we can access PPAC.

How ?

Login into Make.Powerapps.com

Then click on Power Platform on the left side of the navigation.

You will see nice designs of Power Platform Tools: Power Automate, Power BI, Power Pages, Power Virtual Agent, Power Platform Admin Center.

Click on Power Platform Admin Center

Thats it for today.

I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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How to Configure Model Driven App Behavior settings from Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to share how to configure behavior setting for model driven app from power platform admin center.

Lets gets started.

Have you ever wondering how the record save function works from user point of view?

1. Auto save

It’s from the Behavior settings “Auto Save”, by default it’s ON. Auto save works every 30 seconds, if you want dont auto save to happen Auto Save to OFF.

2. Load default static content from Content Delivery Network

Canvas apps will load out of the box static content from azure content delivery(CDN) service.

3. Share reassigned records with original owner

when it is turned on users can reassign the shared records with original owner.

4. Open in application mode

Default its Off, Select ON to enable application mode, When its ON, The Model Driven Apps can be opened in a browser without Menu, navigation or toolbars.

When we hide these parts of the browser causes customer engagement apps to appear like a separate application rather than a website.

Formatting:

Full name display order:

By default: First Name, You can select the order you want your customer and user names to be displayed.

Display Currencies using:

Default: Currency symbol : which shows how to display currencies, either by a currency symbol, which is the default setting, or by currency code.

currency symbol $ AND currency code could be USD.

Pricing decimal precision:

Default 0, you could select how many decimal points to use for a currency.

Display behavior

1. Use updated experience for classic settings where possible.

This settings will be default to NO, it will be turned ON for new environments created after Oct 2021. If it is ON then the users will be redirected to modern experience.

2. Show app download page.

Default ON: If ON users will see a message regarding downloading the dynamics 365 for tablets app.

3. Show legacy app to everyone, not just admin

Default: ON. The legacy web app, also known as Dynamics 365 Custom, is hidden from end users when a new environment is provisioned. it is always visible to those with System Administrator and System Customizer roles and other roles with same privileges.

4. Legacy app name.

Default On: If ON, users will see a message regarding downloading the Dynamics 365 for tablets app.

5. Show welcome screen on sign in.

Defaulted to ON. If you don’t want to appear welcome screen you may turn OFF.

6.Show Microsoft Power Automate on forms and in the site map.

Default ON. Select ON to enable embedded Power Automate flows in your organisation.

7. Show dashboard cards in expanded state

By default Off, Select On to see the detailed card form in a dashboard. If set to Off, Only the header and minimal details are displayed in the card form.

Lookup behavior:

1.Minimum number of characters to trigger typehead search.

When you search in the search bar : this setting will allow to how many characters required to type in to trigger automatic typehead search.

2. Delay between character inputs that will trigger a search

With this settings you can delay interval in milliseconds that will be introduced in lookups before a search is executed.

This is used for Lookup performance, where the underlying environment database has huge amounts of data, default value: 250ms.

Thats it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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