As we step into 2026, I want to take a moment to thank every reader, learner, and tech enthusiast who has been part of this journey on arunpotti.com.
The past year has been packed with rapid innovation across the Microsoft ecosystem â from Power Platform advancements to AIâdriven automation and evolving cloud capabilities. And if 2025 taught us anything, itâs that the pace of change isnât slowing down.
Hereâs to a new year filled with:
Smarter apps
Better automation
Cleaner
As we step into 2026, I want to take a moment to thank every reader, learner, and tech enthusiast who has been part of this journey on arunpotti.com.
The past year has been packed with rapid innovation across the Microsoft ecosystem â from Power Platform advancements to AIâdriven automation and evolving cloud capabilities. And if 2025 taught us anything, itâs that the pace of change isnât slowing down.
Hereâs to a new year filled with:
Smarter apps
Better automation
Cleaner architectures
Stronger community collaboration
And continuous learning
Whether youâre building lowâcode solutions, exploring Dataverse, or architecting enterprise workflows, I hope 2026 brings you clarity, creativity, and plenty of successful deployments.
Thank you for your support â looking forward to sharing more insights, tutorials, and handsâon guides in the year ahead.
Wishing you a productive, innovative, and techâpowered New Year!
I recently released my first XRMToolBox plugin, âDataverse Users, Security Roles, Teams and Teams Security Roles,â designed to help administrators, developers, and auditors easily explore detailed user access data within Microsoft Dataverse environments.
You can check the below articles in order for more details.
Dataverse Users, Security roles, Teams and Teams security roles (Overview)
Dataverse Users, Security roles, Teams and Teams security roles (Installation)
Datavers
I recently released my first XRMToolBox plugin, âDataverse Users, Security Roles, Teams and Teams Security Roles,â designed to help administrators, developers, and auditors easily explore detailed user access data within Microsoft Dataverse environments.
You can check the below articles in order for more details.
In my previous articles, I introduced my plugin tool, âDataverse Users, Security Roles, Teams, and Team Security Rolesâ and explained how to install it using XrmToolBox. In this article, Iâll Walk you through how to use the tool effectively.
Follow the below steps.
Step 1: Open XrmToolBox and search for âDataverse Users, Security roles, Teams and Teams security rolesâ in Tools tab.
Click on it.
Step 2: Click on Yes to connect to an organization.
Step 3: Select the
Step 1: Open XrmToolBox and search for âDataverse Users, Security roles, Teams and Teams security rolesâ in Tools tab.
Click on it.
Step 2: Click on Yes to connect to an organization.
Step 3: Select the required connection and click on OK.
Tool has been opened successfully.
Step 4: Click on Load Data.
Tool will start retrieving all the System user details, Security roles (separated by semicolon ;), Teams (separated by semicolon and Team Security Roles (separated by semicolon ;).
Once, the Tool retrieves the data, you can see the data in the grid and also can see the number of users retrieved.
Step 5: Search for some text to filter the data.
As an example, I have entered the text âSystem Administratorâ, and you can see the grid filtered with the entered text and can see the updated count as well.
If you want to sort, click on any column in the grid to sort ascending or descending.
As an example, I have clicked on Full Name to sort in Ascending order.
Step 6: Click on Export to export the data in CSV format.
Note: Data will be exported to the CSV format only on the filtered data, which you can see on this grid.
Step 7: Choose the required path and Provide the File name.
Click on Save.
Step 8: Once the data is exported successfully, you can see the Information message and the alert dialog with the Path, the file is downloaded.
Click on OK.
Step 9: Go to the Downloads folder and open the file to see the data.
Hope you liked my new XrmToolBox tool âDataverse Users, Security roles, Teams and Teams security rolesâ.
Please like and share your valuable feedback on this article. Also, follow my blog to get my articles to your Inbox.
Click on the below image to navigate to my YouTube Channel.
Below are my earlier articles that you can have a look.
In my last article, I had explained about my new Plugin âDataverse Users, Security roles, Teams and Teams security rolesâ overview and in this article, will explain about its installation.
Follow the below steps for installing this plugin in XrmToolBox.
Step 1: Click on the link to open XrmToolBox website.
Step 2: Click on the Download latest version.
Step 3: Click on Folder icon in Downloads.
Step 4: Right click on the folder and click on Extract All.
I have recently published my first XRMToolBox Plugin âDataverse Users, Security roles, Teams and Teams security rolesâ related to Dataverse Security, which helps administrators, developers, and auditors retrieve and explore detailed user access information from Microsoft Dataverse environments.
You can check the below for the Overview, Key Features, Use Cases and Data Export of my Plugin.
Overview
This plugin provides a comprehensive view of Dataverse users and their access co
I have recently published my first XRMToolBox Plugin âDataverse Users, Security roles, Teams and Teams security rolesâ related to Dataverse Security, which helps administrators, developers, and auditors retrieve and explore detailed user access information from Microsoft Dataverse environments.
You can check the below for the Overview, Key Features, Use Cases and Data Export of my Plugin.
Overview
This plugin provides a comprehensive view of Dataverse users and their access configurations, including:
User Details: UserId, ApplicationId, Full Name, Email, User Status, Business Unit, Azure AD Object ID etc.
User Security Roles (Separated by semicolon
User Teams (Separated by semicolon
Team Security Roles (Separated by semicolon
Key Features
 Global Search: Use a single search box to find any text across all retrieved user fields
 Column Sorting: Sort by any field for easier navigation and analysis
 CSV Export: Export all data or filtered search results to a .csv file with a custom filename
 Detailed Metadata: View additional fields like domain name, business unit ID, and application ID
 Fast Performance: Optimized for large datasets with responsive UI
 User-Friendly Interface: Intuitive layout with minimal setup required
 Refresh Capability: Reload data without restarting the plugin with a single click
 Offline Analysis: Exported data can be used for reporting, auditing, or compliance reviews
Use Cases
 Security Audits: Identify users with elevated or missing roles
 Compliance Reporting: Export user-role mappings for documentation
 Team Management: Understand team memberships and inherited roles
 Environment Cleanup: Detect inactive users or redundant access
 Access Reviews: Analyze user metadata for governance and policy enforcement
Data Export
Click the Export button to download data as a .csv file
Choose your own filename
Export either full dataset or filtered results based on search
Hope you liked my new plugin in the XrmToolBox.
In the next article, will explain about how to install this plugin in the XrmToolBox.
Please like and share your valuable feedback on this article. Also, follow my blog to get my articles to your Inbox.
Click on the below image to navigate to my YouTube Channel.
Below are my earlier articles that you can have a look.
Celebrating 10 Years of Power BI: Unlock 50% Off Microsoft Certification Vouchers!
Power BI has officially turned 10, and as part of the anniversary festivities, Microsoft is offering a limited-time 50% discount on certification exam vouchers for some of its most sought-after data roles. Whether youâre just starting out or looking to level up, this is a golden opportunity to validate your skills and boost your career.
Eligible Certifications:
PL-300 â Power BI Data Analyst
Celebrating 10 Years of Power BI: Unlock 50% Off Microsoft Certification Vouchers!
Power BI has officially turned 10, and as part of the anniversary festivities, Microsoft is offering a limited-time 50% discount on certification exam vouchers for some of its most sought-after data roles. Whether youâre just starting out or looking to level up, this is a golden opportunity to validate your skills and boost your career.
Eligible Certifications:
PL-300 â Power BI Data Analyst
DP-600 â Fabric Analytics Engineer
DP-700 â Fabric Data Engineer
DP-900 â Azure Data Fundamentals
These certifications are designed to help professionals master the tools and platforms shaping the future of data â from Power BI to Microsoft Fabric and Azure.
Why You Should Grab This Offer:
Save 50% on your exam voucher
Strengthen your resume with globally recognized credentials
Stay ahead in the fast-evolving world of analytics and data engineering
Whether youâre a seasoned analyst or just stepping into the world of data, this celebration is your chance to grow with Power BI â and be part of the next decade of innovation.
Click on the below link and Click on Sign In and submit your request to get the 50% voucher.
This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform.
In this article, will explain about the below requirement step by step using Power Automate.
Requirement: Send an Email to Customer (Contact) when the contact record is created.
Follow the below steps.
Pre-requisites:
Configure donotreply email using Shared mailboxes in Dynamics 365 CE
Understanding
This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform.
In this article, will explain about the below requirement step by step using Power Automate.
Requirement: Send an Email to Customer (Contact) when the contact record is created.
Step 15: Give the QueueId in Activity Party participationmask 1.
Place the cursor in the Contacts braces and Click on Insert dynamic content.
Step 16: Search for Contact and Click on Contact (Unique identifier of the contact).
After insertion,
Step 17: Enter the below text in the Description field. Place the cursor after Dear . Click on Insert Dynamic content.
Dear ,
Welcome to Arun Potti Corp! Weâre excited to have you with us. Stay tuned for updates, insights, and exclusive content. Feel free to reach out with any questionsâweâre happy to connect!
Best regards, Administrator
Step 18: Search for Full Name and Click on Full Name.
After insertion,
Step 19: Place the cursor on the Due Date and Click on Insert Expression.
Step 20: Enter the below expression and click on Add.
utcNow()
Step 21: Give the below text and place the cursor on Regarding (Contacts) in the braces. Click on Insert Dynamic content.
/contacts()
Step 22: Search for Contact and Click on Contact (Unique identifier of the contact).
After update,
Step 23: Give the below Subject.
Welcome to Arun Potti Corp!
Step 24: Click on Add a new row and update the Name to Create contact welcome email.
After update,
Step 25: Click on Save and after Save click on + icon to add new action.
Step 26: Search for Perform a bound action and click on it (Microsoft Dataverse -> Perform a bound action).
Step 27: Select the Table name as Email Messages. Choose the Action Name as SendEmail. Place the cursor in the Row IDfield. Click on Insert Dynamic content.
Step 28: Search for Email Message and Click on Email Message (Action: Create contact welcome email).
After insertion,
Step 29: Select the Item/IssueSend to Yes.
Step 30: Update the Action to Perform a bound action â Send Email and Click on Save.
Step 31: Once Power Automate is saved. Go to any Model-driven App. Create a new Contact record to test the welcome email flow.
Note: Make sure to provide the Email address when creating the Contact.
You will get the email once the flow executed successfully.
Hope you have successfully sent the email after creating the contact using Power Automate by following all the above steps.
Please like and share your valuable feedback on this article. Also, follow my blog to get my articles to your Inbox.
Click on the below image to navigate to my YouTube Channel.
Below are my earlier articles that you can have a look.
Dynamics 365 Customer Engagement includes 11 distinct activity party types. These types are represented as integer values within the ActivityParty.ParticipationTypeMask attribute.
Below is a table detailing each activity party type, its corresponding integer value, and a brief description.
Activity party typeValueDescriptionSender1Specifies the sender.ToRecipient (To)2Specifies the recipient in the To field.CCRecipient (CC)3Specifies the recipient in the Cc field.BccRecipient (BCC)
Dynamics 365 Customer Engagement includes 11 distinct activity party types. These types are represented as integer values within the ActivityParty.ParticipationTypeMask attribute.
Below is a table detailing each activity party type, its corresponding integer value, and a brief description.
Activity party type
Value
Description
Sender
1
Specifies the sender.
ToRecipient (To)
2
Specifies the recipient in the To field.
CCRecipient (CC)
3
Specifies the recipient in the Cc field.
BccRecipient (BCC)
4
Specifies the recipient in the Bcc field.
RequiredAttendee
5
Specifies a required attendee.
OptionalAttendee
6
Specifies an optional attendee.
Organizer
7
Specifies the activity organizer.
Regarding
8
Specifies the regarding item.
Owner
9
Specifies the activity owner.
Resource
10
Specifies a resource.
Customer
11
Specifies a customer.
Activity Party Types available for each activity: Custom activities in Dynamics 365 Customer Engagement support all activity party types. Other activities do not support each type. To link an activity party type to an activity, use the specific attribute for that activity. For example, to set an Organizer for an appointment, add the ActivityParty type value to the Appointment.Organizer attribute.
To choose which email address to use for sending or replying to emails to the activity party, set the ActivityParty.AddressUsed attribute.
The table below shows which activity party types are supported for each activity and the corresponding attributes to specify them.
This is a quite common requirement in Dynamics 365 CE to send emails from a common email like donotreply or noreply or any other common name to all the users from Dynamics 365 CE.
So, we can use Shared Mailboxes for this purpose. This shared mailbox is a type of user mailbox that doesnât have its own username and password and does not require any extra license as well.
In this article, will explain step by step, how to create Shared Mailbox in Microsoft 365 admin center and configu
This is a quite common requirement in Dynamics 365 CE to send emails from a common email like donotreply or noreply or any other common name to all the users from Dynamics 365 CE.
So, we can use Shared Mailboxes for this purpose. This shared mailbox is a type of user mailbox that doesnât have its own username and password and does not require any extra license as well.
In this article, will explain step by step, how to create Shared Mailbox in Microsoft 365 admin center and configure a Queue in Dynamics and send emails using it.
Pre-requisites:
You must have Global Administrator or Exchange Administrator on Microsoft 365 Admin Center.
You must have System Administrator on Microsoft Dynamics 365 CE.
Follow the below steps.
Step 1: Click on the below link to open Microsoft 365 admin center using your existing Dynamics 365 CE credentials.
I saw the below Notification today, while I was working on the Portal requirements.
Notification:The authentication key for your portal will expire on 8/5/2025 6:24:53 AM UTC. Expiration of the authentication key will result in downtime of the portal because it wonât be able to connect to Dynamics 365 (online).
Actually, when you create a website with Power Pages, it connects to Microsoft Dataverse using an authentication key. This key is generated when the website is created,
I saw the below Notification today, while I was working on the Portal requirements.
Notification: The authentication key for your portal will expire on 8/5/2025 6:24:53 AM UTC. Expiration of the authentication key will result in downtime of the portal because it wonât be able to connect to Dynamics 365 (online).
Actually, when you create a website with Power Pages, it connects to Microsoft Dataverse using an authentication key. This key is generated when the website is created, and the public part is uploaded to Microsoft Entra. You need to renew this key every year. If you donât, your website will stop working once the key expires.
In the article, will explain the process to renew the Website Authentication Key step by step.
Follow the below steps.
Pre-requisite: You must be a Global Administrator, or an owner of the Microsoft Entra ID application linked to this website to perform this action.
Login
