A modern site to browse and discover community tools for the Power Platform and Dynamics 365: XrmToolBox Plugin Catalog.
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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.
My dedicated website for all things Microsoft licensing (Power Platform, Dynamics 365, Copilot) has now been launched. Introducing: The Licensing Guide.
I recently released my first XRMToolBox plugin, âDataverse Users, Security Roles, Teams and Teams Security Roles,â designed to help administrators, developers, and auditors easily explore detailed user access data within Microsoft Dataverse environments.
You can check the below articles in order for more details.
Dataverse Users, Security roles, Teams and Teams security roles (Overview)
Dataverse Users, Security roles, Teams and Teams security roles (Installation)
Datavers
I recently released my first XRMToolBox plugin, âDataverse Users, Security Roles, Teams and Teams Security Roles,â designed to help administrators, developers, and auditors easily explore detailed user access data within Microsoft Dataverse environments.
You can check the below articles in order for more details.
In my previous articles, I introduced my plugin tool, âDataverse Users, Security Roles, Teams, and Team Security Rolesâ and explained how to install it using XrmToolBox. In this article, Iâll Walk you through how to use the tool effectively.
Follow the below steps.
Step 1: Open XrmToolBox and search for âDataverse Users, Security roles, Teams and Teams security rolesâ in Tools tab.
Click on it.
Step 2: Click on Yes to connect to an organization.
Step 3: Select the
Step 1: Open XrmToolBox and search for âDataverse Users, Security roles, Teams and Teams security rolesâ in Tools tab.
Click on it.
Step 2: Click on Yes to connect to an organization.
Step 3: Select the required connection and click on OK.
Tool has been opened successfully.
Step 4: Click on Load Data.
Tool will start retrieving all the System user details, Security roles (separated by semicolon ;), Teams (separated by semicolon and Team Security Roles (separated by semicolon ;).
Once, the Tool retrieves the data, you can see the data in the grid and also can see the number of users retrieved.
Step 5: Search for some text to filter the data.
As an example, I have entered the text âSystem Administratorâ, and you can see the grid filtered with the entered text and can see the updated count as well.
If you want to sort, click on any column in the grid to sort ascending or descending.
As an example, I have clicked on Full Name to sort in Ascending order.
Step 6: Click on Export to export the data in CSV format.
Note: Data will be exported to the CSV format only on the filtered data, which you can see on this grid.
Step 7: Choose the required path and Provide the File name.
Click on Save.
Step 8: Once the data is exported successfully, you can see the Information message and the alert dialog with the Path, the file is downloaded.
Click on OK.
Step 9: Go to the Downloads folder and open the file to see the data.
Hope you liked my new XrmToolBox tool âDataverse Users, Security roles, Teams and Teams security rolesâ.
Please like and share your valuable feedback on this article. Also, follow my blog to get my articles to your Inbox.
Click on the below image to navigate to my YouTube Channel.
Below are my earlier articles that you can have a look.
In my last article, I had explained about my new Plugin âDataverse Users, Security roles, Teams and Teams security rolesâ overview and in this article, will explain about its installation.
Follow the below steps for installing this plugin in XrmToolBox.
Step 1: Click on the link to open XrmToolBox website.
Step 2: Click on the Download latest version.
Step 3: Click on Folder icon in Downloads.
Step 4: Right click on the folder and click on Extract All.
I have recently published my first XRMToolBox Plugin âDataverse Users, Security roles, Teams and Teams security rolesâ related to Dataverse Security, which helps administrators, developers, and auditors retrieve and explore detailed user access information from Microsoft Dataverse environments.
You can check the below for the Overview, Key Features, Use Cases and Data Export of my Plugin.
Overview
This plugin provides a comprehensive view of Dataverse users and their access co
I have recently published my first XRMToolBox Plugin âDataverse Users, Security roles, Teams and Teams security rolesâ related to Dataverse Security, which helps administrators, developers, and auditors retrieve and explore detailed user access information from Microsoft Dataverse environments.
You can check the below for the Overview, Key Features, Use Cases and Data Export of my Plugin.
Overview
This plugin provides a comprehensive view of Dataverse users and their access configurations, including:
User Details: UserId, ApplicationId, Full Name, Email, User Status, Business Unit, Azure AD Object ID etc.
User Security Roles (Separated by semicolon
User Teams (Separated by semicolon
Team Security Roles (Separated by semicolon
Key Features
 Global Search: Use a single search box to find any text across all retrieved user fields
 Column Sorting: Sort by any field for easier navigation and analysis
 CSV Export: Export all data or filtered search results to a .csv file with a custom filename
 Detailed Metadata: View additional fields like domain name, business unit ID, and application ID
 Fast Performance: Optimized for large datasets with responsive UI
 User-Friendly Interface: Intuitive layout with minimal setup required
 Refresh Capability: Reload data without restarting the plugin with a single click
 Offline Analysis: Exported data can be used for reporting, auditing, or compliance reviews
Use Cases
 Security Audits: Identify users with elevated or missing roles
 Compliance Reporting: Export user-role mappings for documentation
 Team Management: Understand team memberships and inherited roles
 Environment Cleanup: Detect inactive users or redundant access
 Access Reviews: Analyze user metadata for governance and policy enforcement
Data Export
Click the Export button to download data as a .csv file
Choose your own filename
Export either full dataset or filtered results based on search
Hope you liked my new plugin in the XrmToolBox.
In the next article, will explain about how to install this plugin in the XrmToolBox.
Please like and share your valuable feedback on this article. Also, follow my blog to get my articles to your Inbox.
Click on the below image to navigate to my YouTube Channel.
Below are my earlier articles that you can have a look.
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
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 appâs 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 alertâs 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., âis equal toâ 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 âis equal toâ 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 administratorâs 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.
If the email notification option was selected while setting up the alert rule, an alert message will be sent to the administratorâs 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
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.
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.
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.
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.
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.
In todayâs fast-paced digital world, businesses canât rely entirely on manpower; they need to adopt powerful technologies and scalable platforms to boost productivity and delight customers. Microsoftâs Dynamics 365, Power Platform, and AI-powered Copilot are the secret weapons â but only if you know how to wield them. To unlock their full potential, companies need the right partnerâone with deep domain knowledge, technical expertise, and a proven delivery model.
Thatâs where Inogic steps in. As
In todayâs fast-paced digital world, businesses canât rely entirely on manpower; they need to adopt powerful technologies and scalable platforms to boost productivity and delight customers. Microsoftâs Dynamics 365, Power Platform, and AI-powered Copilot are the secret weapons â but only if you know how to wield them. To unlock their full potential, companies need the right partnerâone with deep domain knowledge, technical expertise, and a proven delivery model.
Thatâs where Inogic steps in. As a trusted Dynamics 365 outsourcing company, Inogic delivers a full suite of consulting, development, and AI solutions to help businesses work smarter, not harder. Whether you need a single app or a complete transformation, we help you scale faster with confidence.
1. AI Solutions: Powering the Future with Intelligent Automation
Imagine a sales representative who never sleeps, never forgets to follow up, and always knows which leads are the most promising. Thatâs the magic of AI, powered by Inogicâs integration of Azure OpenAI Copilot into Dynamics 365 applications.
Consider a customer service team overwhelmed with repetitive inquiries. This is where we can make a difference. By deploying AI chatbots, we can instantly address 60% of frequently asked questions, allowing human agents to focus on more complex issues, similar to having an assistant who never complains about overtime.
With AI, businesses can:
Enhance lead generation by identifying and nurturing prospects more efficiently.
Automate customer responses, improving service delivery.
Deliver real-time insights and assistance to employees and customers.
By embedding intelligence into key touchpoints, companies can unlock smarter decision-making and deliver superior customer experiences.
Power Platform empowers organizations to develop custom apps, automate business processes, analyze data, and deploy virtual agentsâall with low-code tools. Inogicâs end-to-end Power Platform expertise spans:
Model-Driven Apps: Create data-centric business applications with prebuilt forms, views, and logic for complex business scenarios
Power Pages: Build secure, low-code websites for external users with rich customization options
Microsoft Power Apps: Design custom apps using a visual interface with drag-and-drop components and minimal coding
Power Automate: Automate repetitive tasks and business workflows through an intuitive visual designer
Power BI: Convert data into actionable insights with interactive dashboards and real-time reporting
Power Virtual Agents: Develop intelligent chatbots to manage support, FAQs, and internal queries without writing code
Microsoft AI Builder: Add AI features like predictions, document processing, and object detection using low-code tools
With the right implementation and support, businesses can fully leverage Power Platform to accelerate digital transformation and improve operational agility.
3. Comprehensive Development Services
Beyond consulting, Inogic offers a wide array of Dynamics 365 and Power Platform development services designed to cater to diverse business requirements, including:
ISV/Partnership App Development: Collaborating with Independent Software Vendors and partners to build and enhance applications.
Data Migration: Ensuring seamless and secure transfer of data to new systems.
Integrations to Dynamics: Connecting Dynamics 365 with other business applications for a unified ecosystem.
On-Premises to Online Migration: Assisting businesses in transitioning their Dynamics solutions from on-premises to the cloud.
These services offer flexible and scalable solutions for software development, data management, and system integration.
Why Choose Inogic?
10+ Years of Expertise in Dynamics 365 & Power Platform Successfully implemented solutions across 25+ industries
90% Automation Success Rate Proven results with Copilot and Power Platform driving measurable efficiency gains
1000+ Projects Delivered Globally Trusted by organizations across North America, Europe, the Middle East, and APAC
360° Service Coverage From consultation and design to development, integration, and ongoing support
Custom-Built Solutions with 99% Client Retention Highly adaptable and scalable solutions tailored to unique business needs
Microsoft Gold Partner Recognized for technical excellence and consistent delivery of Microsoft-certified services
Ready to Bring Copilot to Life in Your Business?
Whether youâre exploring low-code innovation or full-scale AI transformation, Inogicâs Copilot integration experts and Power Platform consulting services can get you there faster and smarter.
Visit our services page at inogic.com/services or connect directly with our experts at crm@inogic.com.
Learning a new way to write after 16 years of WordPress based blogging. Why the tools we've always used may not take us where we want to go next.
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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:
Configure donotreply email using Shared mailboxes in Dynamics 365 CE
Understanding
This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform.
In this article, will explain about the below requirement step by step using Power Automate.
Requirement: Send an Email to Customer (Contact) when the contact record is created.
Step 15: Give the QueueId in Activity Party participationmask 1.
Place the cursor in the Contacts braces and Click on Insert dynamic content.
Step 16: Search for Contact and Click on Contact (Unique identifier of the contact).
After insertion,
Step 17: Enter the below text in the Description field. Place the cursor after Dear . Click on Insert Dynamic content.
Dear ,
Welcome to Arun Potti Corp! Weâre excited to have you with us. Stay tuned for updates, insights, and exclusive content. Feel free to reach out with any questionsâweâre happy to connect!
Best regards, Administrator
Step 18: Search for Full Name and Click on Full Name.
After insertion,
Step 19: Place the cursor on the Due Date and Click on Insert Expression.
Step 20: Enter the below expression and click on Add.
utcNow()
Step 21: Give the below text and place the cursor on Regarding (Contacts) in the braces. Click on Insert Dynamic content.
/contacts()
Step 22: Search for Contact and Click on Contact (Unique identifier of the contact).
After update,
Step 23: Give the below Subject.
Welcome to Arun Potti Corp!
Step 24: Click on Add a new row and update the Name to Create contact welcome email.
After update,
Step 25: Click on Save and after Save click on + icon to add new action.
Step 26: Search for Perform a bound action and click on it (Microsoft Dataverse -> Perform a bound action).
Step 27: Select the Table name as Email Messages. Choose the Action Name as SendEmail. Place the cursor in the Row IDfield. Click on Insert Dynamic content.
Step 28: Search for Email Message and Click on Email Message (Action: Create contact welcome email).
After insertion,
Step 29: Select the Item/IssueSend to Yes.
Step 30: Update the Action to Perform a bound action â Send Email and Click on Save.
Step 31: Once Power Automate is saved. Go to any Model-driven App. Create a new Contact record to test the welcome email flow.
Note: Make sure to provide the Email address when creating the Contact.
You will get the email once the flow executed successfully.
Hope you have successfully sent the email after creating the contact using Power Automate by following all the above steps.
Please like and share your valuable feedback on this article. Also, follow my blog to get my articles to your Inbox.
Click on the below image to navigate to my YouTube Channel.
Below are my earlier articles that you can have a look.
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