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Monthly Archives: January 2020

Azure AD Built-in Administrator Roles

27 Monday Jan 2020

Posted by GIRISH SRINIVASA in Azure AD, Dynamics 365 CE Online

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Azure AD Admin Roles, Dynamics 365 CE Instance, Power Platform

A tenant/ user account used during the sign-up of Azure subscription has a default role of Global Administrator assigned. The Global Administrator role can modify everything in the Azure AD organization.  The link here provides detail of all the available roles.  The following two roles gives most of what is required for Dynamics CE and Power Apps Portal.

ADRoles1

Scenario Example:

In the example below we will create a new user with the following credentials and assign the Power Platform administrator role to see the end result

User Name: jsmith@idyconsulting.onmicrosoft.com

  • Logon to Azure AD portal at https://aad.portal.azure.com/ with user having Global Administrator account and choose “New User”

ADRoles2

ADRoles3

  • With no assigned roles logging on to Office 365 portal https://portal.office.com will display the following

ADRoles4

  • Assign the user “jsmith” a role of built-in Azure AD Power platform administrator role and access to Dynamics 365 CE will be available only after assigning product license

ADRoles5

ADRoles6

Product licenses can be managed from Microsoft 365 admin center

ADRoles7

Instance administration via Dynamics 365 Admin portal

25 Saturday Jan 2020

Posted by GIRISH SRINIVASA in Dynamics 365 CE Online

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CRM Administration

Launch Dynamics 365 Admin portal from Microsoft 365 admin center

InstanceAdministration1

The list of available instances for the tenant will be displayed as per below:

InstanceAdministration2

Sandbox Instance has a special feature that allows “Administration Mode” providing access to Dynamics 365 CE apps in Sandbox instance only to users with System Administrator or System Customizer security roles and this mode can be used during deployment.

 

Non-interactive User Account

25 Saturday Jan 2020

Posted by GIRISH SRINIVASA in Dynamics 365 CE Online, WebAPI

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CRM Online, Integration, Non-interactive user

Dynamics 365 CE apps can be integrated with other solutions to provide 360-degree view of the customer and the integration requires exchange of data to and from various other applications. To facilitate data exchange a non-interactive user can be created in Dynamics 365 CE instance and upto a maximum of 5 non-interactive users can be created

Process of creating a non-interactive user starts by:

  • Creating a user in Office 365 admin center and assigning a licence then in CRM assign CAL

NonInteractiveUser1

  • Assign Non-interactive user role in CRM organization

NonInteractiveUser2

  • Deallocate the licence by unchecking Licencses in Microsoft 365 admin center

Administering Dynamics 365 CE Subscription

25 Saturday Jan 2020

Posted by GIRISH SRINIVASA in Azure AD, Dynamics 365 CE Online, Power Platform

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365 Admin Center, Azure AD, Portals

Microsoft 365 Admin Center will provide the ability to create users requiring access to Dynamics 365 CE.

In the screen snap shot below there are two users one without a Dynamics 365 CE licence

Administer1

Of the two users listed above user “John Smith” has no license assigned and hence cannot access Dynamics 365 CE apps. Logging on to https://portal.office.com using jsmith@idyconsulting.onmicrosoft.com will display the following landing page.

Administer2

 

Product licenses can be allocated/managed from Microsoft 365 admin center

Administer3

Azure AD view for the above two user(s):

Within Azure AD admin portal the users will have the following roles assigned

Administer4

Administer5

From the above we can look up Assigned roles, Groups etc. The Global Administrator role provides capability to manage all aspects of Azure AD, Services that use Azure AD identities. Within Dynamics 365 CE a Azure AD user with Global Administrator role will have the following roles assigned to the instance.

  • Common Data Service User
  • System Administrator

Administer6

Administer7

 

For solution management and other aspects of customization assign “System Customizer” role.

Office 365 admin roles related to Microsoft Dynamics 365

  • Global Admin: Provides administrative features to Office 365 suite of services. By default initial signing account will be global admin and additional administrators can be added.
  • Billing Administrator: To manage all aspects of subscription
  • User Management Administration: For password resets, service health monitoring, user account provisioning.
  • Dynamics 365 Administrator: To manage Dynamics 365 at the tenant level without the need of having a Global Admin role assigned to user.

 

Portals using PowerApps

23 Thursday Jan 2020

Posted by GIRISH SRINIVASA in Dynamics 365 CE Online, PowerApps

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CRM Online, Portals, PowerApps

Portals provide a UI for end users to interact with Dynamics 365 data. Previously Dynamics 365 portal was an add-on in an instance that was needed to be installed and configured under Applications

Portal1

Now portals are available within Power Apps here

Portal2

 

The Environments map to the instances and a portal can be created from the template available “Portal from blank” enter the name, address, and click on Create. Once provisioned it will be listed in the Apps grid

Portal3

The portal can be edited from the context menu

Portal4

What this will translate to in Dynamics 365 is an installation of series of Managed solutions in the Instance

Portal5

MVVM Framewok using Knockout.js

23 Thursday Jan 2020

Posted by GIRISH SRINIVASA in Knockout and TypeScript

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Knockout, MVVM, TypeScript

The purpose of knockout.js is to bind UI elements to underlying data model so changes made are updated to model immediately and vice versa. So compared to traditional javascript code where element values are explicitly set through code knockout relies on binding mechanism. It uses a declarative approach where the elements on the page are bound to properties of an ViewModel object.

Two main principles of Knockout are Observables and Bindings.

Scenario 1:

A sample one-way data bind to display text will look like the following

Knockout1

At high level the step(s) for the above are:

  • Reference knockout.js
  • Use data-bind attribute indicating the property name of the object. In the example above it is authorName
  • Initialize a viewModel object with a single property authorName value set to ‘Girish Srinivasa’
  • Use applyBindings methods passing in the viewModel object

Scenario 2:

In the following example the authorName property of the ViewModel object is changed when the the value in the text box is changed.

Knockout2

  • data-bind=”text…” will render a label control
  • data-bind=”value…” associated with <input tag will render a text box control

Change the value in text box control to Girish Srini and notice that the label still displays Girish Srinivasa

Knockout3

This is because there is notification to indicate that the ViewModel object property authorName requires updating. This can be corrected by the using observables that will have ViewModel object properties automatically updated as shown in the following snap shots.

On Initial Load

Knockout4

After changing the value in the text box

Knockout5

 

 

Business Rules

10 Friday Jan 2020

Posted by GIRISH SRINIVASA in Dynamics CE 9

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Business Rules

Business rules provide the capability to:

  • Perform data validation
  • Display Error messages
  • Display/Hide fields
  • Enable/Disable fields

The above can be achieved by writing less complex code and rules can be implemented with aid of Business Rules designer.

In the example below we will implement Business Rules on Event entity to check if Start Date is greater than End Date and if true then display a error message.

BusinessRule1

Clicking on New brings up the rules designer window. Every Business Rule always starts with a condition and this is reflected when the rules designer window dialogue is displayed

BusinessRule2

In the Properties tab enter a Display name for Condition and apply the required rule by selecting the drop down list values

BusinessRule3

BusinessRule4

As shown above we are implementing the check condition Start Date > End Date click on Apply 

BusinessRule5

If the check condition is true then display a error message. These will be under Components tab drag and drop Show Error Message component next to the Condition

BusinessRule6

BusinessRule7

Validate the business rule by clicking on the Validate button. Other attributes that can be modified include rule name and description. Once saved activate the business rule to come into effect.

BusinessRule8

BusinessRule9

 

 

 

Installing SP 2019 on a Single Server

08 Wednesday Jan 2020

Posted by GIRISH SRINIVASA in SharePoint 2019

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SP2019 Installation

  1. Run the prerequisiteInstaller.exe and that should install all the prerequisites as listed here
  2. Run Setup.exe and after successful installation will be presented with option to Run Configuration Wizard

SPInstall2

SPInstall3

SPInstall4

SPInstall5

SPInstall6

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In the next step there will option to indicate a custom port number

and Authentication mode NTLM/Kerberos

 

SPInstall8

SPInstall9

SPInstall10

Share Point configuration database will be created as per below:

SPInstall11

SPInstall12

 

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