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Business Unit Name Change

Something small, but yet useful. Thank you Tanguy for the tip🤗

As you probably figured out the Default Business unit name is something you can’t change OOTB after you have created a CRM/Dataverse environment.

If you are not careful when creating a new environment the org name will be set for you, and that is also when the Business Unit Name is set.

This can result in the following main Business Unit, and it just doesn’t make any sense. Also you can’t change it because Parent Business needs to be entered. Problem is that there is no parent to the parent in this case 🤣

XrmToolBox – Bulk Data Update to the rescue😎

Open the view for active Business Units and find your result.

⛔NB!! Make sure your search only returns one business unit

Next thing you do is set a fixed value, add attribute to the bulk job, and the update the record.

Power Apps Pay As you GO!!💸

When Microsoft introduced Azure for the Microsoft public, it was a new way of thinking. We were suddenly paying for what we needed and when we needed it. Amazon had been there for a long while, but for Microsoft customers this was a new way of thinking. After a skeptical start, this model has really become somewhat of a system standard.

As of today Power Platform will be available on Azure subscription! It is being introduced as a “Pay as you go” model. It is important that you don’t mistake this for the same as Azure. In Azure you actually only pay for the compute time used (in most cases), but here you will pay for a license once you use an application.

WOW THIS IS SOOOO COOL … Well, is it really?

Let’s just think about the following first. Just a few weeks ago Microsoft dropped the prices to half of what they used to cost. They are now only 5$ and 20$ for the different plans. When you think about the value you get from a Dataverse OOTB that is a BARGAIN already.

So why am I not overly excited about the “Pay as you Go” PAYGO model? Well, I don’t really see the big impact yet. Most of my customers are on the CSP agreement, and can flex as much as they feel for. Planning ahead for apps is also hard, and is counter intuitive for innovation. By releasing a plan as PAYGO, you essentially need to plan financially for all users that might use an app, while you silently hope that not all users actually use the app that month. For every user that didn’t use the app, you save some money.

I am sure that the plan makes sense for many scenarios, but I just don’t really see them yet. The good thing is that “limitations/possibilities” for the new plan will be monitored closely in the beginning to find the correct levels for all types of use cases. Remember to voice your opinion if you see some great opportunity. Microsoft will be listening😀

Pricing comparison

Standard Pricing App and User Plan

Standard Pricing Storage

PAYGO Pricing app

https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq#add-ons

PAYGO Storage

https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq#add-ons

Personal Thoughts

The only thing that we know for sure is that licensing will always be a situation where we as consumers want changes. We want more more more, and want to pay less less less. Microsoft will continuously find new license models to adapt to our wishes while finding ways to keep profits. Don’t get me wrong. I am all about Microsoft being able to charge what they want. After all it’s a great product!!! I’m just saying that you need to look behind the shining stuff before you automatically assume that everything new is automatically better.

What you need to do as a customer is get help to assess assess your licensing situation. Not only is licensing complex from a rules perspective, but the applications can be modified to adapt to licensing changes. I am not saying PAYGO is bad, but I’m not jumping on the PAYGO train quite yet. Most of my customers are CSP customers and have a lot of freedom with licensing (Up and Down). Just going to see what happens first 😁

I might also have misunderstood quite a lot in regards to the benefits received from this model, and if so I would love feedback to learn new ways of thinking!👌

GIF Custom Connector

In my last post I wrote about Adaptive Cards in Teams, but a vital factor for that adaptive card to be interesting is the content on the card. Dynamics 365 Sales Adaptive Card🚀.

One of the technical bits last time was connecting with an HTTP GET request to the API. I will be using the same information to create a custom connector so that anyone can reuse for the future 😁

Creating the Connector

Step one.. open https:///make.powerapps.com .

Step 2.. Break down the URL from the first picture like this

Step three… If you don’t really know how to do this, ask a friend!! 🙂

Step three again.. Enter the security settings. When entering the security settings and providing something more than blank, you will be prompted with the credentials first time you create a connection to the connector.

I broke the URL down further with the “api_key” as a query, so that it would show in the URL like the example on the first picture.

Step four.. Create a search tag like the one I had in the URL from the first picture

Step five.. Get the URL from the first picture with your API key, and add this to the import sample

Choose the GET in this case, and add the full URL

Your request should look something like this:

Step 6.. Add a connection to the connector and test with a tag. It should return some info like this:

Result

When you are done, you have a custom connector you can reuse from Power Apps, Flow or any other tool that can use custom connectors.

Connector Gallery 🌌

What better thing to do than release this to the https://connector.gallery when you are done creating a new connector?? :😁💪🥇

Dynamics 365 Sales Adaptive Card🚀

Doesn’t matter how many times you tell a salesperson that input of data is important. They will always ask you what’s the output that I can look forward to. A few years back I remember gamification being important, but you normally need high volume of sales + many sales reps for it to be any fun. So in the constant pursuit of having some fun with sales I managed to find a new way of spreading some joy 😉

Adaptive cards?

If you are not familiar with Adaptive Cards, you are not alone. Adaptive Cards are configurable messages that can be delivered either within a chat or channel (plus many other services). The card is basically just a “custom page” that you create and send to the chat in Teams.

Kjør flyten.
Image from Microsoft Docs

Adaptive Card Configuration

Learning how to create adaptive cards isn’t all that hard. Head on over to https://adaptivecards.io/designer/ and begin designing your personal adaptive card. Because we are working with Teams, we choose the following.

  • Start by choosing the Microsoft Teams – Light or dark. Other configurations might not work.
  • Middle part is your actual card.
  • Left side are the components you can drag/drop to the center card.
  • Down low is the JSON we are going to copy paste once we are done with the visuals

Adaptive Card Samples

If you are as terrible as I am being creative, you can find tons of samples here.

Gif’s ‘R’ us 🙌

For the next step we want to get a random GIF from a GIF site. I have found an API for Giphy that seems to be working great.

Head on over to Gyphy API and create a new account. Then open a new app to attain an API key

Power Automate

Create a Team for the sales users, or just use the one you already have. Once you have found the right place for the adaptive card we can start the next process.

Open Power Automate and setup a flow to trigger once the Opportunity Closes as Won.

The first steps are pretty basic. When Oppty closed as won get the following pieces of data. These are standard Get Item by ID, so no need to dive into details here.

Next step is where it gets fun!!!

Add an HTTP step with the following text

https://api.giphy.com/v1/gifs/random?api_key=***ADD KEY***&tag=win

This will send a request to Giphy asking for a random GIF with the WIN tag.

Opening the URL in the web browser you will receive a LONG json back. The only text we need is the

Therefore we have to parse the Json to get the URL of the Original Image. If you don’t know how to do this, look for Power Automate Parse Json. Basically just copy the text above from the web browser, and open it in the “Generate from sample” part. This will automatically create the following Json Payload.

Last step to the process is adding the Adaptive Card to the Flow

The text in the adaptive card is what I copied from the adaptive card configurator on top 🔝

I could add the complete Json here, but all you need is your personal adaptive card inserted to this step.

Result – CHECK OUT THIS BAD BOY😎

It’s just a simple message in a chat, but this stuff really get the sales team going.. Now it’s a competition getting the funnies GIF, and most likes:) It’s not really gamification, but it sure is a lot of fun🎉😁🎈

Dynamics 365 App for Outlook button

Tiny blog for a tiny button 😂 This is only relevant if you have users that work in Outlook Web. Every now and then I do encounter a few Apple users that prefer the Outlook Web, even though it works well with Outlook for Mac.

Outlook client

If you use the Outlook client you know the button from the ribbon. Click the button do load the client.

Outlook Web.

OOTB the Dynamics client is hidden once it is deployed for the user. Only way to find it is to open the actual email and choose the ellipsis

Great thing is that we can change the order of the buttons:)

Solution

Open the Outlook Web settings and choose “View All Outlook Settings”.

Find the Dynamics 365 button in the Customize Actions and click save.

You now have the button easily accessible 🤗

🚨Update🚨 Automatic record creation rules NOW!

If you are using email to case, SLA or any Automatic Record Creation in classic you really need to update your rules ASAP to the new UI.

I can’t seem to find the message in the make.powerapps.com, but it’s one of the first messages that appears when opening the classic editor in solutions.

This post is not going to comment the pros/cons of the old vs the new. I will have to come back to you on that one. I am simply stating that you have to do this because it’s not only being deprecated, but it is being shut down. Microsoft has actually created a migration path for the rules, and documented the process fairly well.

https://docs.microsoft.com/en-us/dynamics365/customer-service/migrate-automatic-record-creation-and-sla-agreements

I use these rules for the most in the email to case scenario. First it has some conditions, and then it has the actual create of the case record.

When running through the migration, it does in fact get the conditions correct when migrating, but not the owner that I have in the create statement later. This has to be manually added to the flow created by MS.

Post Migration

After the migration is done, I had the following:

A record rule in the new UI

The conditions also got migrated without issues

And a new flow that Microsoft Autocreates for the email to case record creation. The red box marks where I had to add the “owner” field for the Teams ownership that I normally use.

All of these steps are automatically added by Microsoft. This is also the case if you do a NEW Email to Case from the UI. It feels a bit odd to put my faith in the hands of something automatically created, but for now I have to go with the flow.

NB!!! REMEMBER TO CLICK THE SAVE BUTTON IN FLOW BEFORE ACTIVATING THE RULE

So far it seems to be working OK, but I have to do some more heavy testing before I can conclude that the Flow is as stable as the old rules within Dynamics. We are running it in production, so I will update if I see any problems 🤞

SSIS – Dataverse for Teams DV4T

Earlier I wrote about connecting SSIS to Dataverse for Teams. At the time of writing the article it was not possible to connect to DV4T via KingsWaySoft and SSIS.

Dataverse for teams DV4T – Exploring Data Migration – CRM Keeper

I wrote about the theme because I still think it is highly important to merge some data to DV4T in some business scenarios from a Dataverse table. DV4T is essentially built for quick and agile projects, but these projects could need a little data from time to time to hit the ground running. Exporting / Importing data via Power Automate is in my book not a very solid option, and feels like a “work arround”.

In the recent update of KingsWaySoft they just released an Interactive Login Experience

Normally the best practice for SSIS and KingsWaySoft would be with an Application User. The only problem is that Dataverse for Teams doesn’t support application users. With the new type of connection the you have to manually add the username/password for each run. It retrieved a new token for each run.

How to set it up

Open your preferred SSIS tool and start a new connection manager. Notice that I have chosen the Interactive Login for OAuth Type.

Add the username and open “Select Organization”

I am not completely sure what the “Use SDK App” is for, but we have 2 factor authentication, and I had to activate this option for it to bypass the need for App ID.

Click on Retrieve and now we can see all organizations. Dataverse AND DV4T. The BlueberryAPI is a Dataverse for Teams database.

WAIT BEFORE YOU TEST CONNECTION! Click on OK

Right click on the connector and open properties

On the right side make sure you add the API 9.1

NOW you can test the connection 🤗

The results

This is what Dataverse for Teams looks like. 1 table called events.

This is what we see in SSIS 🙌🎉🎈

Big thank you to Daniel Cai for this💪

The rise of the Galleries🌌

By now I hope most people know the https://pcf.gallery (run by Guido Preite). A great page for sharing community components (PCF) and exposing awesome contributions to the rest of the world. 🌎

What I like about the PCF Gallery is the simplicity of the site only being about PCF components. This is why I asked Guido if we could create a similar site for other components regarding the Power Platform. He was so kind to share his code for the project, so Matt Beard and I decided to give it a go. 🤗

Connector Gallery

First out in list of future galleries is the CONNECTOR gallery . This site will contain all sorts of custom connectors for Power Platform that you can share with the community. If you want to contribute to this gallery, you only have to share the custom connector file you have on GitHub, and we will post it out!

Dynamics 365 Case add new contact missing

Recently I had this happen twice without really knowing why. The add new contact button was missing on the case form. In the old UI it was present, but in the new UI it was gone.

Problem

Luckily support found out that this is caused by the contact field containing some old “metadata”. All you have to do is remove it and add it back.

FIX

As you see here we have added the same field twice.. Now you can remove the “OLD” contact field and then publish..

Voila!

A pretty random thing to happen, but an easy fix:)

Dynamics / Dataverse Environment Variables in Power Automate

There have been several posts on the environment variables, but I think Microsoft just released a pretty GREAT update recently. I honestly don’t have a clue when this function was released, but it made my day a LOT easier:) This is how we used to refer to Environmental Variables:

Using Environment Variables in Dynamics 365 CRM – Part 1 | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

Using Environment Variables in Dynamics 365 CRM – Part 2 | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

Basics

When moving solutions from system A to system B we often have hardcoded values in workflows/flows/javascripts etc. These cause problems because the fields often have different values in each environment.

Sure you can migrate variables/records between systems and be sure to never overwrite, but it can be time consuming to maintain.

Microsoft has introduced environmental variables to Dynamics / Dataverse to fix this exact problem. You create a new Environmental variable in your solution, and you can se the value for each environment. Within CRM you can refer to the environmental variable instead of hardcoded values:)

Within the solution explorer you can add Environmental variables that can be used across the different systems. In this test I am using a variable to define what environment I am working in “Test or Production”.

I wont be writing about the Environment variables in detail, as you can read more about them in other posts, but I wanted to cover the new way of using this within Power Automate!

Accessing the Environmental Variables in Power Automate Flow

Start by creating a new Power Automate, and add compose function

Check out that bad boy! 🤗😎 No longer need for get record calls from entities etc. A nice improvement that will save a few minutes here and there.