In my previous article, I had explained about Arun Potti’s FetchXML Formatter and in this article, will explain about how to use this Tool.

Requirement: Get all the Active Contacts created in the last 1 hour using JS, C# and Web API.

Solution:

Follow the below steps,

Step 1: Click on the below link to open the Arun Potti’s FetchXML formatter.

Arun Potti’s FetchXML Formatter

Step 2: Open the Advanced Find and Select the conditions as mentioned below.

Look for: Contacts

Conditions:

Created On – Last X Hours – 1
Status Equals Active

Step 3: Click on Download Fetch XML.

Step 4: Click on Open file.

Step 5: Select and copy the downloaded FetchXML.

FetchXML Code:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="contact">
  <attribute name="fullname"/>
  <attribute name="address1_composite"/>
  <attribute name="mobilephone"/>
  <attribute name="birthdate"/>
  <attribute name="contactid"/>
  <order attribute="fullname" descending="false"/>
    <filter type="and">
      <condition attribute="createdon" operator="last-x-hours" value="1"/>
      <condition attribute="statecode" operator="eq" value="0"/>
    </filter>
  </entity>
</fetch>

Step 6: Paste the copied FetchXML in the FetchXML Input in the Arun Potti’s FetchXML formatter mentioned in the Step 1.

After the FetchXML input is provided, the tool automatically produces fully formatted JavaScript, C#, and Web API code snippets in the Generated Code section for the direct implementation.

Hope you have successfully downloaded the required FetchXML, provided the Input and saw all the outputs.

In the next article, will explain how to use them in real code JS, C# and Web API and get the desired results.

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

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Microsoft introduced the AB‑Series to validate skills in Copilot, Agentic AI, and AI‑driven business transformation.

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You invested in Dynamics 365 to streamline operations, improve customer engagement, and drive growth.

But instead of speed and efficiency, your teams are dealing with:

• Delayed deployments/releases
• Unexpected production errors
• Last Minute fixes
• Frustrated stakeholders

Here’s is the truth; Most Dynamics 365 failures don’t come from bad code. They come from broken deployment practices.

At Inogic, we help businesses shift from reactive, error-prone deployments to predictable, automated, and scalable delivery models using modern practices like Azure DevOps CI/CD and Power Platform ALM pipelines.

Why Your Deployments Keep Breaking

For years, Dynamics CRM development followed a familiar pattern:

• Export solutions from Development
• Import into Test and Production
• Perform manual validations

While this may work in simple scenarios, it breaks down at scale.

Common Challenges

• Human Errors: A missed dependency or incorrect configuration can break production.
• Environment Mismatches: What works in Test fails in Production
• Lack of Visibility: No clear tracking of who changed what and when.
• Slow Time-to-Market: Manual processes delay releases and business responsiveness.
• Difficult Rollbacks: Fixing failed deployments takes hours instead of minutes.

The Business Impact

Every failed deployment isn’t just an IT issue it affects:

• Revenue opportunities
• Customer experience
• Team productivity
• Business continuity

Every unstable release erodes trust in your system.

The Shift: CI/CD with Azure DevOps

Modern businesses cannot afford slow, unpredictable releases.

This is where Continuous Integration (CI) and Continuous Delivery (CD) come in.

With Azure DevOps CI/CD, your deployment process becomes automated, consistent, and reliable.

What Changes with CI/CD?

1. A developer makes a change
2. The pipeline automatically builds and tests the solution
3. Errors are caught early
4. Approved changes move seamlessly to higher environments

What This Means for Your Business

• No more manual exports/imports
• Faster and more frequent releases
• Reduced deployment risks
• Full visibility into every change

Think of it as a factory line for your software, every step automated, tested, and optimized.

Bringing Control to Low-Code with ALM

The rise of low-code tools like Power Apps and Power Automate has empowered business users to innovate faster.

But without governance, this can lead to:

• Uncontrolled changes
• Broken dependencies
• Security risks
• Environmental chaos

The Fix: Power Platform ALM Pipeline

Application Lifecycle Management (ALM) introduces structure into low-code development.

Key Environments

• Development – Safe space for building
• Test – Validation and user acceptance
• Production – Stable, business-ready solutions

The Result

• Version control for every solution
• Controlled and automated deployments
• Easy rollback to previous versions
• Scalable innovation without chaos

This is essential for organizations scaling their Power Platform development services.

What Modern ALM & CI/CD Actually Deliver

When you move from manual processes to automated pipelines, the impact is immediate:

• Faster Time-to-Value: Release cycles shrink from weeks to days—or even hours.
• Reduced Risk: Automated testing minimizes production errors.
• Better Collaboration: Developers, IT teams, and business users work in sync.
• Full Traceability: Every change is logged, tracked, and auditable.
• Instant Rollbacks: Failures can be reversed quickly with minimal disruption.
• Scalability: Grow your system without increasing complexity.

Why Inogic?

At Inogic, we don’t just implement pipelines we fix the underlying process.

Our Approach

• Audit your current deployment process
• Identify bottlenecks and risks
• Implement structured CI/CD pipelines
• Establish governed ALM practices
• Train your teams for long-term success

Because tools alone don’t solve problems, process does.

Turn Your Dynamics 365 Into a Growth Engine

If your deployments still depend on manual effort, you don’t have a strategy you have a risk.

By modernizing your development lifecycle, you can:

• Eliminate release-day stress
• Deliver faster, smarter updates
• Build a resilient and scalable system

Let’s Fix What’s Slowing You Down

If your last deployment caused delays, rework, or uncertainty it’s time to rethink your process.

Let’s identify where your deployment pipeline is breaking and how to fix it.

crm@inogic.com

www.inogic.com

FAQs

What is Azure DevOps CI/CD in Dynamics 365 development?

Azure DevOps CI/CD in Dynamics 365 development is an automated process that builds, tests, and deploys CRM customizations across environments. It ensures that every change is validated before release, reducing errors and enabling faster, reliable deployments.

Why are manual deployments risky in Dynamics 365 environments?

Manual deployments in Dynamics 365 environments are risky because they rely on human intervention, which can lead to missed dependencies, configuration mismatches, and production failures. These issues often result in downtime, delayed releases, and increased operational costs.

What is a Power Platform ALM pipeline?

A Power Platform ALM pipeline is a structured deployment process that manages the movement of apps, flows, and solutions from development through testing and production. It ensures version control, governance, and consistent deployments across environments.

How does CI/CD improve Dynamics 365 implementation services?

CI/CD improves Dynamics 365 implementation services by automating testing and deployment, reducing manual effort, accelerating release cycles, and ensuring consistent configurations across environments.

How does Azure DevOps help in Dynamics CRM development?

Azure DevOps helps in Dynamics CRM development by enabling automated builds, test validation, release pipelines, and version tracking. It provides complete visibility into changes and ensures stable, repeatable deployments.

How does deployment automation reduce downtime in Dynamics 365?

Deployment automation reduces downtime by eliminating manual errors, enabling pre-deployment testing, and allowing quick rollback to stable versions if issues occur during release.

The post Modernizing Dynamics 365 Delivery: How CI/CD and ALM Drive Real Business Reliability first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

A modern site to browse and discover community tools for the Power Platform and Dynamics 365: XrmToolBox Plugin Catalog.

Continue reading Find the right tool in XrmToolBox at Jukka Niiranen blog.

My dedicated website for all things Microsoft licensing (Power Platform, Dynamics 365, Copilot) has now been launched. Introducing: The Licensing Guide.

Continue reading The spirit of the licensing.guide at Jukka Niiranen blog.

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.

• Dataverse Users, Security roles, Teams and Teams security roles (Overview)
  
• Dataverse Users, Security roles, Teams and Teams security roles (Installation)
  
• Dataverse Users, Security roles, Teams and Teams security roles (Usage)

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.

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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

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

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

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?

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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

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How to Override the Model-driven app header colors?

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

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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?

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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

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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?

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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.

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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?

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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

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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?

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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?

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Overview

Managing a large-scale Microsoft Power Platform environment can be challenging, especially when it involves multiple Dynamics 365 CRM applications used across sales, service, and marketing teams. Performance issues such as slow loading, app crashes, or access failures can often go unnoticed until they escalate, impacting productivity and user experience.

To address this challenge, the Alerts feature in the Power Platform Admin Center provides a proactive way to monitor resource health and application performance. By setting up alerts, administrators can detect and resolve issues before they affect end users, ensuring higher uptime and smoother operations.

Business scenario

A global organization leveraging Dynamics 365 CRM for day-to-day operations faced recurring issues where users encountered delays or errors while opening model-driven apps. Often, these incidents went unreported until they disrupted workflows and caused frustration among teams.

After implementing Power Platform Alerts, administrators began receiving immediate notifications whenever the app’s success rate dropped below 100%. These alerts helped identify potential issues such as connection failures, permission errors, or licensing conflicts, well before users experienced any disruptions.

This proactive monitoring drastically improved reliability, minimized downtime, and enhanced user confidence across the organization.

How Power Platform Alerts work?

Prerequisites

To configure and manage Power Platform Alerts:

• The admin must have Tenant or Environment Administrator
• The target environment must be of Managed Type.

Step-by-step guide to Setting Up Alerts

Step 1: Access the Power Platform Admin Center

Open the Power Platform Admin Center and sign in with the appropriate administrator credentials.

Step 2: Navigate to the Monitor Section

From the left-hand navigation pane, select Monitor.

Step 3: Open the Alerts Dashboard

Within the Monitor section, click on Alerts to access the alerts dashboard.

Step 4: Create a New Alert Rule

Click + Alert rule to create a new alert.
A configuration panel will appear where administrators can define the alert’s parameters.

Step 5: Configure the Alert Details

• Name: Enter a clear, descriptive name for the alert.
• Entity to Track: Choose whether to monitor a Power Automate flow or a Power App.
• Scope: Set the scope to Environment and select the target environment.
• Metric and Condition: Select a metric to monitor and define conditions (e.g., “is equal to” or threshold-based triggers).
• Severity: Choose the alert level to Low, Medium, or High.
• Notification Type: Decide whether to receive alerts via Email or view them only in the Admin Center.

Once saved, the system automatically evaluates current data to determine if any alerts should be triggered.

Step 6: Define Metrics, Conditions, and Notifications

Select the metric to be monitored and set the trigger condition, such as “is equal to” a specific value or threshold. Next, choose the severity level for the alert, i.e., to Low, Medium, or High for indicating its importance.

Finally, decide how the alert should be delivered:

• Email Notification: Sends the alert directly to the configured administrator’s email.
• Admin Center Notification: Displays the alert within the Power Platform Admin Center dashboard.

Once configured, the system will automatically evaluate the defined conditions and trigger alerts whenever the monitored metric meets or exceeds the set threshold.

Step 7: Save and Trigger the Alert

Click Save to activate the alert rule. Once saved, the system automatically checks the current data to determine if any alerts need to be triggered.
If the configured conditions are met, the alert will appear on the dashboard according to the defined parameters.

Step 8: Receive Email Notifications (If Configured)

If the email notification option was selected while setting up the alert rule, an alert message will be sent to the administrator’s registered email address whenever the rule is triggered.
This ensures that admins are promptly informed of any performance issues or failures, even without logging into the Admin Center.

Step 9: Access the Triggered Alert in the Admin Center

Click Open Triggered Alert in the email or notification panel to navigate directly to the Power Platform Admin Center.
This link provides a quick way to review the triggered alert and perform further diagnostics.

Step 10: Review Detailed Alert Information

Within the Admin Center, detailed information about the triggered alert can be viewed, including the specific model-driven app, alert type, timestamp, and record owner.
This detailed insight allows administrators to identify the root cause quickly and take corrective actions to restore normal performance.

FAQs

1. What are Power Platform Alerts?
   Power Platform Alerts are automated notifications that help administrators monitor the performance, availability, and health of Power Platform components such as Power Apps, Power Automate flows, and environments.
2. Who can configure Alerts in Power Platform?
   Only users with Tenant Administrator or Environment Administrator roles can configure and manage alerts. The environment must also be of Managed Type to enable monitoring.
3. Can alerts be configured for specific apps or flows?
   Yes. Administrators can choose specific model-driven apps, canvas apps, or flows to monitor by defining their metrics and conditions during alert configuration.
4. How are alerts delivered to admins?
   Alerts can either appear in the Power Platform Admin Center or be delivered via email notifications, depending on the settings chosen during configuration.
5. What happens when an alert is triggered?
   When a configured metric meets the specified condition such as a drop in app success rate, the alert is triggered. Admins can then view detailed information, including the impacted app, issue type, and owner, to take quick corrective actions.

Conclusion

Implementing Power Platform Alerts has transformed the way administrators manage and monitor Dynamics 365 CRM environments. What was once a reactive and manual process has evolved into a proactive, automated monitoring system that enhances visibility and control.

By receiving real-time notifications on performance issues, organizations can act swiftly to prevent disruptions, reduce downtime, and maintain user trust. Power Platform Alerts not only strengthen operational efficiency but also ensure that mission-critical applications remain reliable and responsive at all times.

The post How to Monitor Power Platform Resources Using Alerts first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.