Thursday, January 8, 2026

How to Show/Hide Particular Views based on Security Role ?

 Introduction:


In this Blog, we will see how to show or hide particular views based on Security Role

Implementation Steps:

  • Navigate to https://make.powerapps.com

  • Click Tables

  • Select the Tables you want to Restrict the views based on Security Roles


  • In my case am Taking Account Table into Consideration

  • Click On Account

  • Select Views


  • Select the Views and Click View Settings


  • You can see 2 Options
    • Everyone
    • Specific security roles




  • Everyone
    • If you select Everyone all the users in the system can able to see the Views

  • Specific security Roles
    • If you select this you need to select Particular Role to see the views


  • Once done click Save and Publish

  • Now Open your Model Driven App

  • Open Account Entity You can see the Security Role Applied

Conclusion:

By following above steps we can easily show or hide views based on security role.
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Tuesday, October 21, 2025

Create - Pre Operation - Dataverse Accelerator

 Introduction:


In this Blog, we will see how to Create Pre-Operation Plugin in Dataverse Accelerator

Validations:

In Contact if user selects Date of Birth greater than todays date throw Error

Implementation Steps:

  • Navigate to https://make.powerapps.com

  • Click Apps

  • Open Dataverse Accelerator App

  • Click New Button



  • Select New Automated Plugins

  • Input Display Name

  • Select Table Name as Contact

  • Select Run this Plugin as
    • Create Operation

  • Input Below Expression
    • If(NewRecord.birthdate > Now(), Error("Birthday Cannot be future"))

  • Then Select when this Plugin Should Trigger
    • In our case it is PRE-Operation

  • Select Solution
    • ​​​​​​​Plugin to store

  • ​​​​​​​

  • Once you done this Click Save Button on the TOP

  • Once Saved Navigate to Dataverse

  • Click Contact

  • Select New

  • Fill all the Mandatory details

  • Input Date Of Birth as Future date and Save
Conclusion:

This can be achieved in Plugins but in Dataverse/MSCRM we are having NoCode Low Code operation to achieve the same.

YouTube Link for your Reference : https://www.youtube.com/@rampprakash3991
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Friday, October 17, 2025

How to Remove Unmanged layers in Microsoft Dynamics CRM/Dataverse

 Issues Faced :


When we need to create a new field or update a failed, we are having an different environment we are create in that and move as a Solution while moving that some times we cannot see the fields available in the destination environment.

How we can fix this ?

Implementation Steps:

  1. Navigate to https://make.powerapps.com
  2. Click Solutions
  3. Create a new Solution or Open an existing solution which contains the table
  4. If New or Old Solution
    1. Click Add Existing and Add Table
  5. Now Expand Tables
  6. Select Columns (Fields
  7. Find the Problematic fields 
  8. Check Solution Layers
    1. Click the Three dots next to the field Name and Choose Solution Layers
  9. Delete Unmanaged Layer
    1. You will see all layers like Managed or Unmanaged
    2. If an Unmanaged Layer exists click Remove or Delete
    3. Now Confirm delete
  10. That's it :)

Conclusion:

By following above steps we can easily removed unmanaged layer from the fields
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Wednesday, October 15, 2025

How to Add Static Text to CRM or Dataverse Using HTML Web Resources


 Introduction:

In this Blog, we will see how to Add Static Text to CRM or Dataverse Using HTML Web Resources

Implementation Steps : 
  1.  Navigate to https://make.powerapps.com
     
  2.  Click Solutions
     
  3. Open the Solution or Create a New Solution
     
  4. Click New --> Select Web Resource
     
  5. Select Type as HTML














  6. Input below Code
    <!DOCTYPE html>
<html>
<head>
    <meta charset="utf-8" />
    <title>Static Text</title>
    <style>
        body {
            font-family: "Segoe UI", Tahoma, Geneva, Verdana, sans-serif;
            font-size: 14px;
            color: #333;
            margin: 0;
            padding: 0;
            background-color: transparent;
        }

        .static-text {
            padding: 0;
            border: none;
            background: none;
        }
    </style>
</head>
<body>
    <div class="static-text">
        This is a static text.
    </div>
</body>
</html>

  7.  Click Save and Publish
     
  8. Open the form where you want to display this HTML
     
  9. Like Account --> Information Form
     
  10.  Once Form Opened Drag and Drop HTML



     
  11.  Click Add
     
  12. Now Save and Publish the Form
     
Conclusion:

This is one of the easiest way to add static text in MSCRM or Dataverse
​
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Tuesday, August 26, 2025

Cancelled Appointments not synced in Outlook ?

 Introduction:


In this blog, we will see how to sync Cancelled Appointments in Outlook.


Implementation Steps:


  • 1. Navigate to https://make.powerapps.com

  • 2. Select Correct Environments

  • 3. Select Gear Icon on the top and Click Advance Settings

  • 4. Select Solutions and Import the attached Solution (OrganizationSettingsEditor_Managed.zip)

  • 5. Once the Solution is Imported then Select Publish all customizations

  • 6. Now search with "OrganizationSettingsEditor" and Open the Solution

  • 7. Search for "SSSPropagateAppointmentCancellationsToExchange"



  • Click On EDIT




  • Set the textbox to true (small case)

  • Click Update

    1. It will Prompt "Proceed with pushing a change into CRM?" Click OK

Conclusion:

That's it now Create an appointment and cancel it and it will get synced to Outlook.


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    Wednesday, August 6, 2025

    How to View Flow Run History in Power Automate?

     Introduction:


    In this blog, we will see how to View Flow Run History in Power Automate.

    Implementation Steps:

    1.  Navigate to https://admin.powerplatform.microsoft.com

    2. Click Manage

    3. Select Environments


    4. Open the Environment where you want to change Run History of Power Automate

    5. In my case it is Trail Environment


    6.  Open the Environment

    7. Click Settings and select features


    8. Look for "Cloud flow run history in Dataverse"



    9.  Update the History 
      1. Enabled - 28 days retention (default)
      2. Enabled - 14 days retention
      3. Enabled - 7 days retention
      4. Disabled

    10. You can select the option how many days you want to be retained

    11. Update the drop down and Select Save

    Conclusion:

    Based on above steps we can update the retention for Cloud flow run history in Dataverse.
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    Sunday, July 20, 2025

    Built a PowerApps control that shows PDF files saved records in MSCRM/Dataverse

    Please find my YouTube Video link for Built a PowerApps control that shows PDF files saved records in MSCRM/Dataverse YouTube Link

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    How to disable recently used records in lookup fields in CRM and Dataverse?

      Introduction: In this blog we will see how to disable recently used records lookup field values in MSCRM or Dataverse In my case, I want t...