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    MB200.1 M2L6T1 Practice Lab - Additional Entity Options

    Uploaded by

    Bhaktha Singh
    This document provides instructions for completing additional configuration options for an entity in a Dynamics 365 data model. It describes enabling the Feedback option and auditing on the Knowledge Assessment entity, and updating its icon. The tasks include uploading a new SVG icon file, assigning it to the entity, and publishing the changes to the data model.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    MB200.1 M2L6T1 Practice Lab - Additional Entity Options

    Uploaded by

    Bhaktha Singh
    70 views3 pages
    This document provides instructions for completing additional configuration options for an entity in a Dynamics 365 data model. It describes enabling the Feedback option and auditing on the Knowledge Assessment entity, and updating its icon. The tasks include uploading a new SVG icon file, assigning it to the entity, and publishing the changes to the data model.

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    This document provides instructions for completing additional configuration options for an entity in a Dynamics 365 data model. It describes enabling the Feedback option and auditing on the Knowledge Assessment entity, and updating its icon. The tasks include uploading a new SVG icon file, assigning it to the entity, and publishing the changes to the data model.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    70 views3 pages

    MB200.1 M2L6T1 Practice Lab - Additional Entity Options

    Uploaded by

    Bhaktha Singh
    This document provides instructions for completing additional configuration options for an entity in a Dynamics 365 data model. It describes enabling the Feedback option and auditing on the Knowledge Assessment entity, and updating its icon. The tasks include uploading a new SVG icon file, assigning it to the entity, and publishing the changes to the data model.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    MB200.

    1: Dynamics 365: Power Platform applications

    Module 2: Data Model

    Lesson 6: Practice Lab – Additional entity


    options
    Scenario
    You are a functional consultant for your organization Contoso. You are assigned to work on a project for
    your client Fabrikam. You are working on the data model you started in the prior practice. In this
    practice you are enabling some entity options that can only be done using the classic solution explorer.

    The following is the data model you are building.

    In this practice, you will be performing the following tasks.

    1) Enabling the Feedback option on Knowledge Assessment. This will cause the system to create
    the relationship between Knowledge Assessment and the CDM Feedback entity
    2) You will enable auditing on the Knowledge Assessment entity
    3) You will be updating the icon on the Knowledge Assessment entity, so it is not using the default
    icon

    Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power
    platform applications you will be using in this course. You will only be provided with one tenant for the
    practice labs in this course. The settings and actions you take within this tenant do not roll-back or
    reset. Whereas the virtual machine you are provided with does reset each time you close the lab
    session. What’s more, Office 365 is evolving all the time. The instructions in this document may be
    different from what you experience in your actual Office 365 tenant. It is also possible to experience a
    delay of several minutes before the virtual machine has network connectivity to begin the labs.

    1
    MB200.1: Dynamics 365: Power Platform applications
    Exercise 1 - Acquire Tenant Information and Connect
    Note: If you have already completed a practice recently, the virtual machine might pick up where you
    left off and you will not need to login again. In that case you can skip ahead to exercise two and resume.

    Task 1 – Connect to the Power platform administration portal


    1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you
    are not already logged in.
    2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will
    allocate an Office 365 tenant for you to use in these labs. It will display the admin email and
    password for your tenant. You should copy this information to notepad or similar for your
    reference.
    3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens
    Office 365. Use the O365 credentials you just acquired in the previous step to login.
    4. Navigate in the browser to the Power platform admin portal at
    https://admin.Powerplatform.microsoft.com

    Exercise 2 – Enable Entity Options


    In this exercise, you will enable the Feedback option on Knowledge Assessment as well as enable
    auditing. You will then update the icon on the Knowledge Assessment entity.

    Task 1 – Enable Feedback and Auditing Options for Knowledge Assessment


    1. Navigate to https://web.powerapps.com/ and make sure you are in the Practice environment.
    2. Select Solutions.
    3. Click to open Common Data Service Default Solutions.
    4. Click on the … button and select Switch to Classic.
    5. Expand Entities.
    6. Select the Knowledge Assessment entity.
    7. Scroll down to the to the Communication and Collaboration section.
    8. Select the Feedback checkbox.
    Note: Enabling any option with a + can not be undone, so always confirm before you enable any
    of those features that you are on the right entity and need the feature.
    9. Scroll down to the Data Services section.
    10. Check the Auditing checkbox.
    Note: Remember auditing must be turned on at the environment settings, entity and field to
    produce any audit data. By default, fields are enabled for auditing.
    11. Click Save.

    Task 2 – Replace Default Entity Icon


    The entity icon is used in the user experience to identify the entity in the navigation. There are two
    icons that can be used; one for the legacy web client and the other for the new Unified Interface. You
    will be updating the Unified Interface icon. In order to reference the icon for the entity you will fist
    upload a web resource containing the SVG icon.

    1. With the Knowledge Assessment entity still selected, click Update Icons.
    2. Select the Unified Interface tab.

    2
    MB200.1: Dynamics 365: Power Platform applications
    3. Click on the New Icon lookup.
    4. Scroll down and click Look Up More Records.
    5. Click New.
    6. Enter assessmenticon for Name.
    7. Enter Assessment Icon for Display Name.
    8. Select Vector Format (SVG) for Type.
    9. Select English for Language and click Browse.
    10. Locate the Knowledge Assessment Icon.svg image located in the course resources and click
    Open.
    11. Click Save.
    12. Click Publish and close.
    13. Select the Assessment Icon and click Add.
    14. Click OK.
    15. Save the solution.
    16. Select Entities and click Publish All Customizations.
    17. Close the solution explorer.

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