Configure Model Driven App Access to the Users – Dynamics 365 CE

Hi Everyone,

In this post, we will go through the steps that are required for the users to get Access on the required apps.

Many times we get requirement to create a new Model-Driven App and when it is created System Administrator and Customizer have access on the app by default. For the other users, we have to give right access to get the App.

The first thing that is needed to get App access is Read Privilege on Model Driven App under Customization tab of the Security Role.

Next thing, you need to give the permission on App. This Apps specific, if there are 10 Apps in the system, we might want to give permission to only 2 App to the User.

For this, Navigate to Settings –>Application –> Apps


Select the App which you wanted to give permission and click on ellipse(…) –> Manage Roles.


Select the roles for which you would like to give access and Save.

Hope this helps.


Happy 365’ing
Gopinath.

Customer Service Workspace App – Dynamics 365 CE 2020 Wave 2 Release

Hi Everyone,

Today I was exploring new features that were released in 2020 Release Wave 2 and found a new App named as Customer Service Workspace has been released.

This seems to be a game changer for Service Agents which gives Multiple Tabs and Sessions on UCI App itself.

Make sure you enable 2020 Release Wave 2 of Dynamics 365 CE to get this App.

Click on + button to open the Tabs

Click on any link (Record link, New Email, New Task etc.. ) by pressing Shift on keyboard to open a new session

By default we can have maximum of 10 Tabs and 9 Sessions in the current app. Couldn’t find any configuration to change, please share it if you find it anywhere.

There are new forms added on Account, Contact and Case for multi session experience.

Hope this helps.


Happy 365’ing
Gopinath.