Assign User Security Roles in a CDS Model Driven App

Being able to build model-driven apps on the Power Platform with out actually having it base it on a Dynamics CE first party app opens up a world of possibilities, but also a few new experiences for a former Dynamics-gal like myself. For instance when I was going to assign my Users their Security Roles the other day and the Manage Roles button in the command bar was missing. A bit amused and confused I asked around and got two workarounds that I thought I’d share.

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Get Fields From Related Records Using Actions

Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:

I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account.

This article will explain how you can use an action as a placeholder for that information that is out of reach, and use it in your workflow either as a condition or to populate a field.

Continue reading “Get Fields From Related Records Using Actions”

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