Dynamics APP for Outlook has changed… But why?

I know that change online is imminent, and is continuous. I don’t mind this, but i do mind how it’s done. I would never have noticed this if I had not created a new demo. It is a little annoying that the functionality introduced can’t be put to use in my existing environment.

This rant is just because I like to keep things vanilla as long as possible. The changes we see here make it even more clear that the platform where I work every day still is an open platform, and not at all a product. If certain things would act more like a product the changes would apply to everyone, and behave the same way. There will always be pro’s and con’s for Platform VS Product..

The following is provided from the documentation:
https://docs.microsoft.com/en-us/dynamics365/outlook-app/customize-the-track-regarding-card

Not sure when it happened, but the 1 form App for Outlook configuration has now become 2.

OLD

Form 1: App for Outlook Contact Card

NEW

Form 2: App for Outlook Contact Quick View – NEW

Why does this matter?

I am not sure yet, and that is the problem. Why split them up in the first place? Another extremely interesting thing about the new form is magic in the background that we can’t manipulate or recreate.

The new CASE subgrid looks like this

Not sure what this name means, but its obviously something they have defined after converting the old forms to the new forms.

Lets have a look why this is wierd:

The following picture is in a new untouched demo. The subgrids should have:
Account Name
Next Activity (Subgrid)
Last Activity (Subgrid)
Opportunity (Subgrid) – Showing
Case (Subgrid)

But as you can see, it only shows content where content is present. If I add a case to the contact Thomas Outlook, it will dynamically show cases in App for Outlook.

This is a great feature, so why am I complaining about it? Well, i can’t reproduce it. That’s why!

This is the same setup in config, but Cases are constantly showing here. I tried every step in config to recreate the function, but no luck..

I even tried importing a UN-managed and Managed solution from the vanilla environment to my existing production without any luck.

Did I not get the memo on this change by any chance? 🙂

Have you checked you storage lately?

I was wondering why my storage had spiked lately, especially because I hadn’t imported any data to dynamics.

Dynamics 365 Sales
1 Javascript on opportunity
1 Button custom on account
Dynamics Portals installed
Dynamics Marketing installed

I would say this is a pretty standard CRM without heavy customizations. Portals and Dynamics Marketing are not standard for CRM installations yet, but that is not important.

https://admin.powerplatform.microsoft.com – Check capacity and storage

2 tables stand out, and they are both tables that I can’t do anything about.
RibbonClientMetadataBase
WebResourceBase

I can’t control the content of these tables, but they are above 3GB! I personally don’t feel it is reasonable that these tables are included in the storage count. If you feel the same way, please help vote this up:)

VOTE

https://experience.dynamics.com/ideas/idea/?ideaid=2d9d1f2f-e56c-ea11-b698-0003ff68dcfc

CRM 2011 called and wanted the Potential Customer field back!

Honestly I can’t remember what year Microsoft implementet separate Account & Contact fields for Opportunity, but it has been a while.

Neil Parkhurst describes the issue in his blog from 2015

So why am I fussing about it now? Well, after all these years Microsoft is still using the Potential Customer field for Field Service.

The error (Accound with id Does not Exist)

Did you ever see this message in Field Service?

“Account With ID = Does Not Exist” – Field Service

As you can see from the image above, the Potential Customer has been set to a Contact.

Standard behaviour is that Account should overwrite the contact, and therefore always show account if account is present. Sometimes this doesn’t happen, and then you will receive the following error when trying to convert to Work Order.

The fix is extremely simple. Dear Microsoft, please just read from the Account field😊

Ideas

If you for some reason feel the same about this, I created a suggestion for improvement..

https://experience.dynamics.com/ideas/idea/?ideaid=0d39cacc-562d-ea11-8454-0003ff68a4d6

Timeline Old vs New

In Norway we have a saying “everything was better before”. It’s commonly used to describe what old people feel when things are just moving to fast, and they don’t see the purpose of the change.

The new timeline for Unified Interface has been like this for me, BUT recently things are starting to get better:)

The Old

2 tasks and 2 phone calls created. Et was easy to see what type of records these were on the left side with the icon. It was also easy to see that they were not yet completed on the right side, AND that they were white.

When completing one of each I saw clearly that it was completed both with color, and the fact that the complete button was gone.

Another great feature about this was the possability to navigate (hyperlink) to the item by clicking on the phone call or task icon. Worked like a charm.

At last you had a nice feature for quick create that was really nice. The only problem though is that this was never a form we could edit, so in the big picture of things I understand why this was not continued.

The new

So the new timeline has been through a few changes, and this is the lates on wave 2 at the time of writing. They have allready made some small improvements that make it better, but lets break it down.

I have the same 2 tasks and phone call. On the left side I now see orange with my name. I don’t know why my name is there. Would make more sense to have the ICON of the activity type. My name should be sown in FULL as is. In a large company you have no idea who TS is.

On the right side it looks like the task is done.. Well, it isn’t.

When you hover over a task you see the color difference, and this is the first time you actually see the button for complete and open. The “check” mark is complete task, but the odd one here is the open record next to the trash can. Why is it so hard to open a record suddenly? This is absolutely not intuitive, but I guess they just need feeback on this.

WTF!

The picture below look like the one above, right? Well, in this picture I have actually completed the to phone calls. Can you tell? Nope.. A little odd to leave out the color coding for the visuals. This should be something they could fix in a small release soon i guess.

So for the new UI we have to rely on the Quick Create form instead of the nice little form on the old one. This is actually not that bad once you get used to it. On this form we have access to the fields via javascript etc, so this is not a bad thing.

Conclusion

I love the new UI because of more activities shown in less space, but they still need to understand how people use the timeline. If you really want to make sense of the timeline you need to clearly see what is todo, overdue and complete. Otherwise it doesn’t make any sense really.

PS!

Will they ever give us the option to stop the email warnings? (i mean completely gone)

Probably not 🙂

Flow – Create, Update or Delete trigger error

At the time of writing this post Microsoft Flow will throw an error when you create this flow with the trigger Create, Update or Delete, and the flow is standalone.

Error

This is the following error you will see when you try to create the flow (Create, Update, Delete) without any connection to a solution.

Sollution

All you have to do, is open this in a solution (for the time being).

PowerApps license change opening up for a 10$ CRM system?

Power Platform is maturing rapidly, and users are really loving the new platform for citizen development. The only natural thing to do for Microsoft was to alter the licensing model now that they see how users are working with the platform.

Normally I am the first one to hate on all changes, but this time I am not sure I hate it. I am actually seeing some opportunities here that I didn’t see before.

https://powerapps.microsoft.com/en-us/blog/new-licensing-options-for-powerapps-and-flow/ <– Read about the statement here.

I am seeing this from a Dynamics perspective, and not Office. There are 2 different ways of viewing this change.

From what I read, we can now setup a 10$ pr user pr month and create a sales app with both Model Driven and Canvas AND Portal. Within the app we are also capable to run as many flows as we want without the need for a FLOW plan.

You might still need one Enterprise or Proessional license in the bottom for the entities to be installed on the CDS, but after that you can create your own simple apps.

NB!
I am sure that Microsoft will introduce some other restrictions later on to separate the apps (Sales, Customer Service etc), but currently this is not the case.

Anyone share their ideas about this change? 🙂

Dynamics 365 API limits

While Dynamics is evolving at a shockingly high tempo, somethings are moving back to the stone age!

*NEW Dynamics 365 API limit !!

February last year we were given the 60.000 limitation for integrations, and now all of a sudden we are reduced to 4.000…. 4.000…

I am not sure how to put this, but WTF!

****UPDATE****

New limitation soon in effect, and these are also connected with an extra license cost.

https://docs.microsoft.com/en-ca/power-platform/admin/api-request-limits-allocations

You can add 10.000 calls pr day for 50$ pr month if I am not mistaken. What a strange turn of events this has become:)