I recently released my first XRMToolBox plugin, “Dataverse Users, Security Roles, Teams and Teams Security Roles,” 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, “Dataverse Users, Security Roles, Teams, and Team Security Roles“ and explained how to install it using XrmToolBox. In this article, I’ll Walk you through how to use the tool effectively.

Follow the below steps.

Step 1: Open XrmToolBox and search for “Dataverse Users, Security roles, Teams and Teams security roles” 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 “System Administrator“, 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 “Dataverse Users, Security roles, Teams and Teams security roles“.

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.

My first XRMToolBox Plugin: Dataverse Users, Security roles, Teams and Teams security roles (Installation)

My first XRMToolBox Plugin: Dataverse Users, Security roles, Teams and Teams security roles (Overview)

Limited Time Offer: 50% Off Microsoft Certification Vouchers

How to send an automated email in Dataverse using Power Automate?

Understanding Activity Party Types in Dynamics 365 CE

How to configure donotreply email using Shared mailboxes in Dynamics 365 CE?

Microsoft Power Pages: The authentication key for your portal will expire

Microsoft Azure: You’re not eligible for an Azure free account

How to create Microsoft Azure 30 days trial?

Edit in Visual Studio Code for the Web in Power Apps Portals

Error: The object cannot be updated because it is read-only in Microsoft Power Apps

Resolved: Fix connections issue in Power Automate Flow

Clear all objects feature in Power Apps Solutions

Power Automate Error: The ‘inputs.parameters’ of workflow operation of type ‘OpenApiConnection’ is not valid.

Power Automate Error: To use FilteringAttributes, your trigger must include an Update event on Dataverse Trigger

Dynamics 365 CE Solution Import Failed in Azure DevOps Pipelines

Power Automate Error: Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600

Error while opening a Tool in XRMToolBox

The Power Automate Cloud Flows Best Practices Whitepaper is now LIVE!

Error in Power Automate: There’s a problem that needs to be fixed to trigger this flow. To see more details, open Flow checker.

How to get the Dataverse Table’s first row from List Rows in Power Automate?

Microsoft Dataverse Accelerator – Part 2 – Installation

Microsoft Dataverse Accelerator – Part 1 – Introduction

How to get the Database Version of the Dataverse?

API playground feature not available in Dataverse Accelerator App?

How to Explore and test Dataverse in the Web API playground (preview)?

Web resource method does not exist in Dynamics 365 CE

How to get Environment Variable Value in Dynamics 365 CE using JavaScript?

Model-driven Apps – openAlertDialog – JavaScript – Code Snippet

Power Automate – Flow is not running on Trigger condition

Power Automate – Input field Delete option is disabled

Recipient of type ‘Contact’ with ID is marked as non-emailable

Preferred Solution | New feature | Microsoft Dataverse

New and Retired Microsoft Dynamics 365 Certifications

Environment settings behavior (Preview) feature in Model-driven Apps

Error while connecting to Dataverse environment in XrmToolBox

Power Fx Formula Columns in Microsoft Power Apps

How to Enable 2024 Release Wave 1 Updates in the Microsoft Dynamics 365 CE Environment?

Delete and Restore records (Preview) feature in Microsoft Dataverse

Microsoft Power App Environments Retention Period

How to Override the Model-driven app header colors?

Timeline Highlights (New feature) in Microsoft Power Apps

Model-driven App – Cannot “See associate records” option in the sub grid (arunpotti.com)

Bookmark the Important Dynamics 365 URLs

How to Enable Tenant-level analytics for Power Automate and Power Apps?

Microsoft Power Automate Copy and Paste Action in New DesignerHow to Setup Multi-Factor Authentication for your Microsoft Power Apps environment?

Microsoft Power Apps | Modern Themes | Preview feature

How to Download and Install the .NET Framework?

How to Create a SharePoint Site Online?

How to add and use Copilot answer control (Preview) in Microsoft Power Apps?

Dark Mode in Microsoft Power Apps

How to create Microsoft 365 E3 Trial for 30 days?

Refreshed look of solution dependencies in Dataverse Solutions

Microsoft Power Automate | Version History | Restore | New Feature

MICROSOFT LEARN – Artificial Intelligence Skills Challenge​ 2024!!!

Resolved – ‘InvokerConnectionOverrideFailed’ Error When a Power App Custom Page call a Power Automate Flow

How to Create Microsoft Power Apps Trial 30 days?

Not able to Create Power Automate Flow in Custom Page in Model-Driven App?

How to Enable Inline Actions feature in Microsoft Canvas Apps?

How to use /mention in Outlook web client for Dataverse records?

Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE

How to Enable Aggregation (preview) feature in Microsoft Power Apps?

Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.

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How to get the Client Version of the Model Driven Apps?

How to get Microsoft 365 E3 Trial for 30 days?

How to Enable Copilot for Model-Driven apps feature in Dynamics 365 CE Environment?

[Resolved] Web resource method does not exist in Dynamics 365 CE JavaScript Error

How to Enable Blocking unmanaged customizations (Preview) feature in Dynamics 365 CE?

How to create Microsoft Power Apps Developer Plan Environment?

Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days

What is Microsoft Power Apps Developer Plan?

[Resolved] PCF Field Control not showing anything in the PCF Test Environment?

[Issue Resolved] ReferenceError: Web resource method does not exist in Dynamics 365 CE Javascript Error

[Issue Resolved] Subcomponent cannot be added to the solution because the root component Template is missing in Dataverse

How to Turn Off the Modern Look in the Model Driven Apps?

How to Turn on the New modern, refreshed look for the Model-Driven apps?

Microsoft Power Apps – Apps filter feature

How to Create Microsoft Power Apps 30 days Online Trial Version and an Environment?

Microsoft Power Apps – Solutions filter Preview feature

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Dataverse Error: Cannot start the requested operation [EntityCustomization] because there is another [PublishAll] running at this moment.

Power Automate Error: You should specify a contact or account.

How to get the Choice Text and Value in the Dataverse using JavaScript?

Microsoft Dataverse Low Code No Code Plugins

How to convert the Number String to Number Array?

How to Integrate Instant Plugins in the Power Automate Flow?

Power Apps – ‘actionname’ is an unknown or unsupported function in namespace ‘Environment’

Dataverse Browser V1.1.0.1 is available for Dataverse Plugin Debugging

How to Integrate Instant Plugins in the Canvas App?

How to Enable Access to Microsoft Dataverse Actions (Preview feature) in the Power Apps?

How to Create an Instant Plugin in the Dataverse Environment?

How to Install the Microsoft Dataverse Accelerator in the Dataverse Environment?

What is Microsoft Dataverse Accelerator?

How to get the Logged in User Information in the Power Apps?

How to Install Power Platform Tools in Visual Studio Code?

How to Install the Apps from the Microsoft AppSource to your Dataverse Environment?

Microsoft Power Apps Maker Portal has a new look

Microsoft Power Apps Emulator (New Feature)

How to Enable the Dataverse Offline (Experimental Feature) in the Canvas Apps?

How to set the Authoring Version in the Canvas App?

New version of Dataverse Browser is available for Dataverse Plugin Debugging

Latest Free Practice Assessments for Microsoft Certifications

Download CRM 365 V9.X Tools using PowerShell

How to set the Refresh cadence for a Power Platform Environment?

Update forms and views (Preview feature) in Dataverse

How to connect to Microsoft Dataverse in Power Automate Flow using Service principal?

How to Enable Copilot (Preview) feature in Canvas Apps?

How to Debug a Dataverse Plugin without Installing the Profiler in the Plugin Registration Tool?

How to Enable the Licenses (Preview) feature for a Power Platform Environment?

How to Enable Maker Welcome Content (preview) in Power Apps Maker Portal?

How to Enable Managed Environments for a Dataverse Environment?

How to Enable the Modern Controls (Preview feature) in the Canvas Apps?

How to Enable 2023 Release Wave 1 updates in the Dataverse Environment?

How to Deploy Enterprise Applications in the new Dataverse Environment?

What is Preview, Experimental and Retired features in Canvas Apps?

How to Enable the New Power Fx Formula Bar in Power Apps Studio?

Writing Power Fx formulas with natural language

Power Fx Formula Columns in Dataverse

Generating Power Fx formulas from examples

How to Create Dynamics 365 Marketing 30 Days Trial Version Online?

How to disable Multi-Factor Authentication (MFA) on Dynamics 365 Login?

How to Create Microsoft Power Apps 30 days Online Trial Version and an Environment?

In my last article, I had explained about my new Plugin “Dataverse Users, Security roles, Teams and Teams security roles” 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.

Step 5: Click on Extract.

Step 6: Once the file is extracted, click on it to open the folder.

Step 7: Click on the XrmToolBox.exe to open the XrmToolBox executable file.

XrmToolBox is opening…

Step 8: Click on Open Tool Library from Quick actions.

Or

Click on Configuration -> Tool Library.

Step 9: Search for “Dataverse Users, Security roles, Teams and Teams security roles“.

Step 10: Select the Tool and Click on Install.

Step 11: Click on Yes to install this tool.

Step 12: Once the Installation is done successfully, you can see the below.

Click on Close.

Step 13: Click on Tools tab.

Step 14: Search for “Dataverse Users, Security roles, Teams and Teams security roles“.

You can see my tool, which has been successfully installed.

In the next article, will explain about how to use this tool.

Hope you had successfully Installed “Dataverse Users, Security roles, Teams and Teams security roles” plugin in 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.

My first XRMToolBox Plugin: Dataverse Users, Security roles, Teams and Teams security roles (Overview)

Limited Time Offer: 50% Off Microsoft Certification Vouchers

How to send an automated email in Dataverse using Power Automate?

Understanding Activity Party Types in Dynamics 365 CE

How to configure donotreply email using Shared mailboxes in Dynamics 365 CE?

Microsoft Power Pages: The authentication key for your portal will expire

Microsoft Azure: You’re not eligible for an Azure free account

How to create Microsoft Azure 30 days trial?

Edit in Visual Studio Code for the Web in Power Apps Portals

Error: The object cannot be updated because it is read-only in Microsoft Power Apps

Resolved: Fix connections issue in Power Automate Flow

Clear all objects feature in Power Apps Solutions

Power Automate Error: The ‘inputs.parameters’ of workflow operation of type ‘OpenApiConnection’ is not valid.

Power Automate Error: To use FilteringAttributes, your trigger must include an Update event on Dataverse Trigger

Dynamics 365 CE Solution Import Failed in Azure DevOps Pipelines

Power Automate Error: Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600

Error while opening a Tool in XRMToolBox

The Power Automate Cloud Flows Best Practices Whitepaper is now LIVE!

Error in Power Automate: There’s a problem that needs to be fixed to trigger this flow. To see more details, open Flow checker.

How to get the Dataverse Table’s first row from List Rows in Power Automate?

Microsoft Dataverse Accelerator – Part 2 – Installation

Microsoft Dataverse Accelerator – Part 1 – Introduction

How to get the Database Version of the Dataverse?

API playground feature not available in Dataverse Accelerator App?

How to Explore and test Dataverse in the Web API playground (preview)?

Web resource method does not exist in Dynamics 365 CE

How to get Environment Variable Value in Dynamics 365 CE using JavaScript?

Model-driven Apps – openAlertDialog – JavaScript – Code Snippet

Power Automate – Flow is not running on Trigger condition

Power Automate – Input field Delete option is disabled

Recipient of type ‘Contact’ with ID is marked as non-emailable

Preferred Solution | New feature | Microsoft Dataverse

New and Retired Microsoft Dynamics 365 Certifications

Environment settings behavior (Preview) feature in Model-driven Apps

Error while connecting to Dataverse environment in XrmToolBox

Power Fx Formula Columns in Microsoft Power Apps

How to Enable 2024 Release Wave 1 Updates in the Microsoft Dynamics 365 CE Environment?

Delete and Restore records (Preview) feature in Microsoft Dataverse

Microsoft Power App Environments Retention Period

How to Override the Model-driven app header colors?

Timeline Highlights (New feature) in Microsoft Power Apps

Model-driven App – Cannot “See associate records” option in the sub grid (arunpotti.com)

Bookmark the Important Dynamics 365 URLs

How to Enable Tenant-level analytics for Power Automate and Power Apps?

Microsoft Power Automate Copy and Paste Action in New DesignerHow to Setup Multi-Factor Authentication for your Microsoft Power Apps environment?

Microsoft Power Apps | Modern Themes | Preview feature

How to Download and Install the .NET Framework?

How to Create a SharePoint Site Online?

How to add and use Copilot answer control (Preview) in Microsoft Power Apps?

Dark Mode in Microsoft Power Apps

How to create Microsoft 365 E3 Trial for 30 days?

Refreshed look of solution dependencies in Dataverse Solutions

Microsoft Power Automate | Version History | Restore | New Feature

MICROSOFT LEARN – Artificial Intelligence Skills Challenge​ 2024!!!

Resolved – ‘InvokerConnectionOverrideFailed’ Error When a Power App Custom Page call a Power Automate Flow

How to Create Microsoft Power Apps Trial 30 days?

Not able to Create Power Automate Flow in Custom Page in Model-Driven App?

How to Enable Inline Actions feature in Microsoft Canvas Apps?

How to use /mention in Outlook web client for Dataverse records?

Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE

How to Enable Aggregation (preview) feature in Microsoft Power Apps?

Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.

How to Enable the SQL Server stored procedures (preview) feature in the Power Apps?

How to get the Client Version of the Model Driven Apps?

How to get Microsoft 365 E3 Trial for 30 days?

How to Enable Copilot for Model-Driven apps feature in Dynamics 365 CE Environment?

[Resolved] Web resource method does not exist in Dynamics 365 CE JavaScript Error

How to Enable Blocking unmanaged customizations (Preview) feature in Dynamics 365 CE?

How to create Microsoft Power Apps Developer Plan Environment?

Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days

What is Microsoft Power Apps Developer Plan?

[Resolved] PCF Field Control not showing anything in the PCF Test Environment?

[Issue Resolved] ReferenceError: Web resource method does not exist in Dynamics 365 CE Javascript Error

[Issue Resolved] Subcomponent cannot be added to the solution because the root component Template is missing in Dataverse

How to Turn Off the Modern Look in the Model Driven Apps?

How to Turn on the New modern, refreshed look for the Model-Driven apps?

Microsoft Power Apps – Apps filter feature

How to Create Microsoft Power Apps 30 days Online Trial Version and an Environment?

Microsoft Power Apps – Solutions filter Preview feature

How to Show the Power Automate complete Expressions?

Dataverse Error: Cannot start the requested operation [EntityCustomization] because there is another [PublishAll] running at this moment.

Power Automate Error: You should specify a contact or account.

How to get the Choice Text and Value in the Dataverse using JavaScript?

Microsoft Dataverse Low Code No Code Plugins

How to convert the Number String to Number Array?

How to Integrate Instant Plugins in the Power Automate Flow?

Power Apps – ‘actionname’ is an unknown or unsupported function in namespace ‘Environment’

Dataverse Browser V1.1.0.1 is available for Dataverse Plugin Debugging

How to Integrate Instant Plugins in the Canvas App?

How to Enable Access to Microsoft Dataverse Actions (Preview feature) in the Power Apps?

How to Create an Instant Plugin in the Dataverse Environment?

How to Install the Microsoft Dataverse Accelerator in the Dataverse Environment?

What is Microsoft Dataverse Accelerator?

How to get the Logged in User Information in the Power Apps?

How to Install Power Platform Tools in Visual Studio Code?

How to Install the Apps from the Microsoft AppSource to your Dataverse Environment?

Microsoft Power Apps Maker Portal has a new look

Microsoft Power Apps Emulator (New Feature)

How to Enable the Dataverse Offline (Experimental Feature) in the Canvas Apps?

How to set the Authoring Version in the Canvas App?

New version of Dataverse Browser is available for Dataverse Plugin Debugging

Latest Free Practice Assessments for Microsoft Certifications

Download CRM 365 V9.X Tools using PowerShell

How to set the Refresh cadence for a Power Platform Environment?

Update forms and views (Preview feature) in Dataverse

How to connect to Microsoft Dataverse in Power Automate Flow using Service principal?

How to Enable Copilot (Preview) feature in Canvas Apps?

How to Debug a Dataverse Plugin without Installing the Profiler in the Plugin Registration Tool?

How to Enable the Licenses (Preview) feature for a Power Platform Environment?

How to Enable Maker Welcome Content (preview) in Power Apps Maker Portal?

How to Enable Managed Environments for a Dataverse Environment?

How to Enable the Modern Controls (Preview feature) in the Canvas Apps?

How to Enable 2023 Release Wave 1 updates in the Dataverse Environment?

How to Deploy Enterprise Applications in the new Dataverse Environment?

What is Preview, Experimental and Retired features in Canvas Apps?

How to Enable the New Power Fx Formula Bar in Power Apps Studio?

Writing Power Fx formulas with natural language

Power Fx Formula Columns in Dataverse

Generating Power Fx formulas from examples

How to Create Dynamics 365 Marketing 30 Days Trial Version Online?

How to disable Multi-Factor Authentication (MFA) on Dynamics 365 Login?

How to Create Microsoft Power Apps 30 days Online Trial Version and an Environment?

I have recently published my first XRMToolBox Plugin “Dataverse Users, Security roles, Teams and Teams security roles” 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.

Limited Time Offer: 50% Off Microsoft Certification Vouchers

How to send an automated email in Dataverse using Power Automate?

Understanding Activity Party Types in Dynamics 365 CE

How to configure donotreply email using Shared mailboxes in Dynamics 365 CE?

Microsoft Power Pages: The authentication key for your portal will expire

Microsoft Azure: You’re not eligible for an Azure free account

How to create Microsoft Azure 30 days trial?

Edit in Visual Studio Code for the Web in Power Apps Portals

Error: The object cannot be updated because it is read-only in Microsoft Power Apps

Resolved: Fix connections issue in Power Automate Flow

Clear all objects feature in Power Apps Solutions

Power Automate Error: The ‘inputs.parameters’ of workflow operation of type ‘OpenApiConnection’ is not valid.

Power Automate Error: To use FilteringAttributes, your trigger must include an Update event on Dataverse Trigger

Dynamics 365 CE Solution Import Failed in Azure DevOps Pipelines

Power Automate Error: Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600

Error while opening a Tool in XRMToolBox

The Power Automate Cloud Flows Best Practices Whitepaper is now LIVE!

Error in Power Automate: There’s a problem that needs to be fixed to trigger this flow. To see more details, open Flow checker.

How to get the Dataverse Table’s first row from List Rows in Power Automate?

Microsoft Dataverse Accelerator – Part 2 – Installation

Microsoft Dataverse Accelerator – Part 1 – Introduction

How to get the Database Version of the Dataverse?

API playground feature not available in Dataverse Accelerator App?

How to Explore and test Dataverse in the Web API playground (preview)?

Web resource method does not exist in Dynamics 365 CE

How to get Environment Variable Value in Dynamics 365 CE using JavaScript?

Model-driven Apps – openAlertDialog – JavaScript – Code Snippet

Power Automate – Flow is not running on Trigger condition

Power Automate – Input field Delete option is disabled

Recipient of type ‘Contact’ with ID is marked as non-emailable

Preferred Solution | New feature | Microsoft Dataverse

New and Retired Microsoft Dynamics 365 Certifications

Environment settings behavior (Preview) feature in Model-driven Apps

Error while connecting to Dataverse environment in XrmToolBox

Power Fx Formula Columns in Microsoft Power Apps

How to Enable 2024 Release Wave 1 Updates in the Microsoft Dynamics 365 CE Environment?

Delete and Restore records (Preview) feature in Microsoft Dataverse

Microsoft Power App Environments Retention Period

How to Override the Model-driven app header colors?

Timeline Highlights (New feature) in Microsoft Power Apps

Model-driven App – Cannot “See associate records” option in the sub grid (arunpotti.com)

Bookmark the Important Dynamics 365 URLs

How to Enable Tenant-level analytics for Power Automate and Power Apps?

Microsoft Power Automate Copy and Paste Action in New DesignerHow to Setup Multi-Factor Authentication for your Microsoft Power Apps environment?

Microsoft Power Apps | Modern Themes | Preview feature

How to Download and Install the .NET Framework?

How to Create a SharePoint Site Online?

How to add and use Copilot answer control (Preview) in Microsoft Power Apps?

Dark Mode in Microsoft Power Apps

How to create Microsoft 365 E3 Trial for 30 days?

Refreshed look of solution dependencies in Dataverse Solutions

Microsoft Power Automate | Version History | Restore | New Feature

MICROSOFT LEARN – Artificial Intelligence Skills Challenge​ 2024!!!

Resolved – ‘InvokerConnectionOverrideFailed’ Error When a Power App Custom Page call a Power Automate Flow

How to Create Microsoft Power Apps Trial 30 days?

Not able to Create Power Automate Flow in Custom Page in Model-Driven App?

How to Enable Inline Actions feature in Microsoft Canvas Apps?

How to use /mention in Outlook web client for Dataverse records?

Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE

How to Enable Aggregation (preview) feature in Microsoft Power Apps?

Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.

How to Enable the SQL Server stored procedures (preview) feature in the Power Apps?

How to get the Client Version of the Model Driven Apps?

How to get Microsoft 365 E3 Trial for 30 days?

How to Enable Copilot for Model-Driven apps feature in Dynamics 365 CE Environment?

[Resolved] Web resource method does not exist in Dynamics 365 CE JavaScript Error

How to Enable Blocking unmanaged customizations (Preview) feature in Dynamics 365 CE?

How to create Microsoft Power Apps Developer Plan Environment?

Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days

What is Microsoft Power Apps Developer Plan?

[Resolved] PCF Field Control not showing anything in the PCF Test Environment?

[Issue Resolved] ReferenceError: Web resource method does not exist in Dynamics 365 CE Javascript Error

[Issue Resolved] Subcomponent cannot be added to the solution because the root component Template is missing in Dataverse

How to Turn Off the Modern Look in the Model Driven Apps?

How to Turn on the New modern, refreshed look for the Model-Driven apps?

Microsoft Power Apps – Apps filter feature

How to Create Microsoft Power Apps 30 days Online Trial Version and an Environment?

Microsoft Power Apps – Solutions filter Preview feature

How to Show the Power Automate complete Expressions?

Dataverse Error: Cannot start the requested operation [EntityCustomization] because there is another [PublishAll] running at this moment.

Power Automate Error: You should specify a contact or account.

How to get the Choice Text and Value in the Dataverse using JavaScript?

Microsoft Dataverse Low Code No Code Plugins

How to convert the Number String to Number Array?

How to Integrate Instant Plugins in the Power Automate Flow?

Power Apps – ‘actionname’ is an unknown or unsupported function in namespace ‘Environment’

Dataverse Browser V1.1.0.1 is available for Dataverse Plugin Debugging

How to Integrate Instant Plugins in the Canvas App?

How to Enable Access to Microsoft Dataverse Actions (Preview feature) in the Power Apps?

How to Create an Instant Plugin in the Dataverse Environment?

How to Install the Microsoft Dataverse Accelerator in the Dataverse Environment?

What is Microsoft Dataverse Accelerator?

How to get the Logged in User Information in the Power Apps?

How to Install Power Platform Tools in Visual Studio Code?

How to Install the Apps from the Microsoft AppSource to your Dataverse Environment?

Microsoft Power Apps Maker Portal has a new look

Microsoft Power Apps Emulator (New Feature)

How to Enable the Dataverse Offline (Experimental Feature) in the Canvas Apps?

How to set the Authoring Version in the Canvas App?

New version of Dataverse Browser is available for Dataverse Plugin Debugging

Latest Free Practice Assessments for Microsoft Certifications

Download CRM 365 V9.X Tools using PowerShell

How to set the Refresh cadence for a Power Platform Environment?

Update forms and views (Preview feature) in Dataverse

How to connect to Microsoft Dataverse in Power Automate Flow using Service principal?

How to Enable Copilot (Preview) feature in Canvas Apps?

How to Debug a Dataverse Plugin without Installing the Profiler in the Plugin Registration Tool?

How to Enable the Licenses (Preview) feature for a Power Platform Environment?

How to Enable Maker Welcome Content (preview) in Power Apps Maker Portal?

How to Enable Managed Environments for a Dataverse Environment?

How to Enable the Modern Controls (Preview feature) in the Canvas Apps?

How to Enable 2023 Release Wave 1 updates in the Dataverse Environment?

How to Deploy Enterprise Applications in the new Dataverse Environment?

What is Preview, Experimental and Retired features in Canvas Apps?

How to Enable the New Power Fx Formula Bar in Power Apps Studio?

Writing Power Fx formulas with natural language

Power Fx Formula Columns in Dataverse

Generating Power Fx formulas from examples

How to Create Dynamics 365 Marketing 30 Days Trial Version Online?

How to disable Multi-Factor Authentication (MFA) on Dynamics 365 Login?

How to Create Microsoft Power Apps 30 days Online Trial Version and an Environment?

Celebrating 10 Years of Power BI: Unlock 50% Off Microsoft Certification Vouchers!

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Click on the below link and Click on Sign In and submit your request to get the 50% voucher.

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• If you are eligible, you will receive your voucher via private message in the Fabric Community on the 2nd and 4th Friday of the month.
• Your voucher will expire 60 days after we send you the voucher. You must register for and complete the exam before the expiration date.
• The window for submitting your request form ends on September 15, 2025, and we will not accept any request forms after that date.

Hope you have successfully submitted your request.

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.

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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:

1. Configure donotreply email using Shared mailboxes in Dynamics 365 CE
2. Understanding Activity Party Types in Dynamics 365 CE

Step 1: Click on the below link to open Power Automate Maker portal.

https://make.powerautomate.com/

Step 2: Click on Environments, Click on the required Environment.

Step 3: Click on the Automated cloud flow.

Step 4: Give the Flow a name. Search for Dataverse. Select the When a row is added, modified or deleted option. Click on Create.

Step 5: Click on When a row is added, modified or deleted and choose the below options.

Change type	Added
Table name	Contacts
Scope	Organization

Step 6: Click on + icon to add new Action.

Step 7: Search for Dataverse Add a new row. Click on Add a new row.

Step 8: Search for Email Messages Table name. Click on Email Messages.

Step 9: Click on the Drop down of the Advanced parameters.

Step 10: Search for the below parameters and select them. Click outside of the parameters popup once your selection is completed.

Note: If you want to add any other parameters, please select them.

Activity Parties	Will set From and To in the Activity Parties
Due Date	Give some date
Subject	Give some email subject
Description	Give some email body
Regarding (Contacts)	Give Contact GUID to this email

Now you can see the list of all selected parameters appearing in the screen.

Step 11: Click on the T icon to switch to Input entire array.

Step 12: Enter the below information.

Participation Type Mask 1 is From field and 2 is To field in the email.

[
  {
    "participationtypemask": 1,
    "partyid@odata.bind": "/queues()"
  },
  {
    "participationtypemask": 2,
    "partyid@odata.bind": "/contacts()"
  }
]

Note: Click here to know more about Activity Party types for Email in Dynamics 365 CE.

Step 13: Click on Switch to details inputs for the array item.

Changed back to Switch to Input entire array.

Step 14: Get the Queue Id and Paste in the participationtypemask: 1

Or

You can dynamically retrieve this value from Configuration Entity.

Note: Click on the article link to Configure donotreply email using Shared mailboxes in Dynamics 365 CE.

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.

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 ID field. 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 – 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.

Understanding Activity Party Types in Dynamics 365 CE

How to configure donotreply email using Shared mailboxes in Dynamics 365 CE?

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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.

Activity entity name	Supported activity party type	Activity attribute
Appointment	OptionalAttendee Organizer RequiredAttendee	Appointment.OptionalAttendees Appointment.Organizer Appointment.RequiredAttendees
CampaignActivity	Sender	CampaignActivity.Partners CampaignActivity.From
CampaignResponse	Customer	CampaignResponse.Customer CampaignResponse.Partner CampaignResponse.From
Email	BccRecipient CcRecipient Sender ToRecipient	Email.Bcc Email.Cc Email.From Email.To
Fax	Sender ToRecipient	Fax.From Fax.To
Letter	BccRecipient Sender ToRecipient	Letter.Bcc Letter.From Letter.To
PhoneCall	Sender ToRecipient	PhoneCall.From PhoneCall.To
RecurringAppointmentMaster	OptionalAttendee Organizer RequiredAttendee	RecurringAppointmentMaster.OptionalAttendees RecurringAppointmentMaster.Organizer RecurringAppointmentMaster.RequiredAttendees
ServiceAppointment	Customer Resource	ServiceAppointment.Customers ServiceAppointment.Resources

Hope you understood about Activity Parties in Dynamics 365 CE.

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.

How to configure donotreply email using Shared mailboxes in Dynamics 365 CE?

Microsoft Power Pages: The authentication key for your portal will expire

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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 doesn’t 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:

1. You must have Global Administrator or Exchange Administrator on Microsoft 365 Admin Center.
2. 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.

Microsoft 365 admin center

Step 2: Expand Teams & groups and Click on Shared mailboxes.

Step 3: Click on Add a shared mailbox.

Step 4: Provide Name, unique Email address and choose the required Domain.

Click on Save changes.

This will take couple of minutes to create the shared mailbox.

Once the mailbox is ready, you can see the below message.

Step 5: Click on Add members to your shared mailbox.

Step 6: Click on Add members.

Step 7: Search for the required members, select them and click on Add.

Saving is in progress.

Once saved, you can see the below message.

If you still want to add members, you can click on Add members.

Step 8: Click on X to close the window.

Step 9: Click on Refresh to see your shared mailbox.

Step 10: Click on the below link to open Power Platform admin center.

https://aka.ms/ppac

Step 11: Click on Manage, Click on Environments and click on the required environment.

Step 12: Click on Settings.

Step 13: Expand Business and Click on Queues.

Step 14: Click on NEW to create new queue.

Step 15: Provide the below information and click on Save.

Name	DoNotReply
Type	Public
Incoming Email	Provide the email address configured in Step 9
Description	Provide some description
Convert Incoming Email To Activities	All email messages

Step 16: Once the queue is saved, Mailbox will be created in the background, and it will be set in the Mailbox field in the Queue.

Click on the DoNotReply mailbox.

Step 17: Click on Approve Email.

Step 18: Click on OK.

Step 19: Click on Test & Enable Mailbox.

Step 20: Click on OK.

It will take some time to Test and Enable the Mailbox.

You can refresh the page to check the status and once it is enabled, you can see the Incoming Email Status and Outgoing Email Status as Success.

Step 21: Now open any contact record in the Model-driven app and click on + icon and click on Email.

Step 22: Set the From field to DoNotReply queue that you created in Step 16.

Also, provide the Subject and Body in the email and click on Send.

Email activity created successfully.

Email will be delivered to the Contact’s Email address.

Hope you had followed all the steps and configured the Shared Emailbox in Dynamics 365 CE and sent the emails from Queue.

Please like and share your valuable feedback on this article and follow my blog to get my articles to your Inbox.

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Below are my earlier articles that you can have a look.

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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 won’t 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 don’t, 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.

Step 1: Open Power Platform Admin Center.

https://aka.ms/ppac

or

https://admin.powerplatform.microsoft.com

Step 2: Click on Manage.

Step 3: Click on the required Environment.

Step 4: Click on Resources and Click on Power Pages sites.

Step 5: Click on the required website to update the Authentication Key.

Step 6: Click on Website Authentication Key under Security.

Note:
If you do not have Global Administrator or an owner of the Microsoft Entra ID application linked to this website, you can see the below message.

Step 7: Click on Update key.

Step 8: Click on OK.

Authentication key update is in progress.

Step 9: After 10 to 15 mins, refresh the webpage and click on the Website Authentication Key to see the updated Expiration date for next one year.

Hope you had followed all the steps and updated the expiration date of your website.

Please like and share your valuable feedback on this article and 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.

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Got the below message, while trying to setup the Microsoft Azure Trial for 30 days.

You’re not eligible for an Azure free account
_{Don’t worry—you can still use Azure by paying as you go, with no upfront commitments. Cancel anytime.}

I found the below article,

and understood and confirmed with Microsoft Support Engineer that the,

Azure allows only one free account per email address and credit or debit card. If you’ve already signed up for a free account using a specific email or credit card, you won’t be able to create another one.

If you still want to create an Azure trial, use a new Credit or Debit card and new email address which never used before, creating the Trial.

Hope you found the root cause to this issue and resolved it.

Please like and share your valuable feedback on this article and 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.

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