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Customer experience | Sales, Customer Insights,...
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Unified Interface- Sub Area- URL- User List

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Posted on by 25

Dear All,

I have a requirement to show the Enabled user list in our Site Map Sib area, where manager should be able to manage the roles for other users. I tried to do the following

1) Bringing the enabled User URL but The Url directs to Business management setting ( Advance Settings) instead of the Enabled User Page

2) Tried Adding The User Entity but here we do not see the "Manage Roles" button.

Kindly Advice.

Shalini

  • elamanashalini Profile Picture
    elamanashalini 25 on at
    RE: Unified Interface- Sub Area- URL- User List

    Dear Joergen,

    Thank you.

    Yes PCF worked!

    Regards

    Shalini

  • RE: Unified Interface- Sub Area- URL- User List

    Hi elamanashalini,

    When you open the new window though clicking Manage users in Dynamics 365 , the "Manage Role" also not appear?

    pastedimage1630552448429v1.png

  • Joergen Profile Picture
    Joergen 455 on at
    RE: Unified Interface- Sub Area- URL- User List

    Dear Shalini,

    I am not a developer so I can just provide some high-level information on PCF - there are other community members that are more experienced in creating PCFs. But nevertheless, you do not need to be a developer to use PCFs in Model Driven Apps.

    PCF (or PowerApps Component Framework) Controls are ProCode Components developed mostly in TypeScript and React and using the Framework provided by Microsoft to enhance functionality and usability in Power Apps. There are lots of PCF components already in Model Driven Apps that Microsoft is creating and providing by default (e.g., Autocomplete, Calendar Views, etc.)

    As mentioned in my blog post above, there is a free community gallery with lots of PCF components (https://pcf.gallery) and having a quick look at it, I just found a component that seems to fit your requirement (pcf.gallery/.../ by Author: Cathal Noonan).

    Following the link to the PCF gallery there is a GitHub download link for a managed solution and a quick installation and configuration note by the author.

    When a managed solution is provided, you can import the PCF solution to an environment.  Afterwards you need to navigate to the form where you want to include the PCF and in the classic editor you first must add a field that will only be used as a placeholder for the PCF, and you need this field to configure the control.  Open then the properties of the field, navigate to the control tab and add the specific PCF control. In most cases you must then configure the PCF e.g., specify a field that will be used inside the PCF.

    When the pcf is set up you need to save and publish the form and when everything works the PCF will be available in your App.

    But as I mentioned in my blog post as well - I would not recommend using a PCF control in a productive environment without having a look in the source code first and test the behavior of the PCF.

    You can find more information about PCF in the Microsoft docs:

    docs.microsoft.com/.../custom-controls-overview

    docs.microsoft.com/.../

    Kind regards

    Joergen

  • elamanashalini Profile Picture
    elamanashalini 25 on at
    RE: Unified Interface- Sub Area- URL- User List

    Dear Joergen,

    Could you please explain more on PCF. I will try canvas app.

  • elamanashalini Profile Picture
    elamanashalini 25 on at
    RE: Unified Interface- Sub Area- URL- User List

    Dear Leah Ju,

    Thank you for the detailed response. I have Achieved the list through URL but that does not give me the "Manage Role" button and user only want to user sitemap to manage the users by assigning roles when required.

  • Suggested answer
    Joergen Profile Picture
    Joergen 455 on at
    RE: Unified Interface- Sub Area- URL- User List

    Dear Shalini,

    in addition to the suggested method by Leah Ju, there are some other options as well.

    1) You could use a PCF to achieve your goal

    2) You could use the new Canvas Page feature or an embedded Canvas App as well.

    The short version: Add 2 Galleries to the Canvas page and also add the tables User and Security Role. Set the first Gallery to filter the User by the enabled Users View and the Second Gallery to show the Security Roles that are related to the selected user record.

    Then add a combobox to select a security role that you want to relate to the selected user and add a button for the relate formula. 

    A complete description for this solution is available on my blog:   Managing Security Roles in Unified Interface – PowerD365

    Kind Regards,

    Joergen

    Please mark as verified if the answer is helpful for you.

  • Suggested answer
    RE: Unified Interface- Sub Area- URL- User List

    Hi elamanashalini,

    The second method is not feasible, you can't view "Manage Roles" button if you have added user entity to the sitemap currently, which is by-design.

    Someone has already suggested see the Manage Roles button on the User records in UCI, you can support it in anticipation of a subsequent Microsoft update of this feature.

    Microsoft Idea  Â· 'Manage Roles' button missing on Unified Interface (dynamics.com)

    However, The first method is feasible, Just a little change is needed.

    Currently, you can assign roles to user through following two ways:

    1.One way is go to Settings > Advanced settings > Security > Users.

    pastedimage1630479721735v7.png

    2.Another way:

    Go to the Power Platform admin center, select the user you need and click 'Manage Security Roles' button.

    pastedimage1630478503485v5.png

    Or select Manage users in Dynamics 365 at the top of the page, then you can view Manage Roles button in new open page .

    pastedimage1630480340837v10.png

    Then i found one interesting thing, the URL of the New open page is special:

    https://orgxxxxxx.crm.dynamics.com/main.aspx?etc=8&pagetype=entitylist&forceclassic=1#133620836
      

    So i tried to add it to the sitemap, then i can access users list directly through sitemap.

    pastedimage1630480025122v8.png

    Test Result:

    New window with users list can open.

    pastedimage1630480196204v9.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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