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.
If you use the Outlook client you know the button from the ribbon. Click the button do load the client.
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:)
Open the Outlook Web settings and choose “View All Outlook Settings”.
Find the Dynamics 365 button in the Customize Actions and click save.
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.
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.
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 🤞
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:
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.
Even though we all wish it wasn’t so, Document Locations still rule the integrations between Dynamics 365 and SharePoint. I’m not saying that I have a better idea what would be a smarter way of solving it, but it all seems a bit “2011” ish.
Last week I encountered a problem with the Document Locations for Teams, and I was surprised when I couldn’t find them in the Document Locations at first. The list only contained the SharePoint sites that the standard SharePoint connector uses.
In this list I was missing all of the Teams locations. Turns out that the view is only showing Active SHAREPOINT locations.. hehe
All you have to do is add the “MS TEAMS” to the search, and you should see all of the document locations for that also
After a lot of painful digging I finally found the issue. Someone had decided to install SharePoint in Norwegian when they first setup the tenant!!! hehe. This meant that the URL the SharePoint URL was wrong.
Wrong URL ⛔
Correct URL ✅
Microsoft Support didn’t see a fix in the near future for language support, so I guess it’s time for a small work around 🙂 Not really exciting fix, but you need to create a Workflow or Power Automate on create to change the name of the document location to your local language.
Why a workflow you may ask? When is the last time a workflow failed you I answer 😎
Launching a new app or launching a new CRM system always leaves the users with the same question. Where do I find the application? At first I didn’t really understand the question, because I thought it was natural to bookmark the URL to your application ie https://www.company.crm4.dynamics.com/***** etc.
Eventually I realized that most users are actually using the waffle menu in office 365 when navigating to applications that they don’t use continuously.
They were expecting to see the application in the list when you clicked the waffle menu, because this would save them time.
Luckily this is not a problem 😊 Open the all apps, and locate the app you are looking for
And just like that you now have a quick navigation to your CRM or Power App application in the Microsoft 365 app launcher👊
This post is almost not relevant any more due to the fact that we all will be pushed into the make.powerapps experience in “the fullness of time”, but I will still be using the classic viewer for the foreseeable future 🙂
From time to the images can get distorted due to unknown reasons. This is not a big deal as the buttons still work, but can be annoying for the users. You might have seen this in the 2 places:
There seem to be several ways to solve this issue, but not all seem to work the same. I have seen some options describing a cache clear in the console of the browser, but for some reason none of those worked for me. Lately I have had to open the developer tools and delete a bit more manual.
Click F12 in the browser where you see the error
Open the Application tab on the dev tools
Clear or delete anything within the storage related to dynamics.
Try to restart the browser, and hopefully that should do the trick:)
I have allready posted about the Customer Lookup, but there is a bug ATM that will prevent you from setting the customer lookup correctly.
Luckily Microsoft has provided us with a temporary workaround while they figure out how they are going to support polymorphic lookups like Customer in dataflows 👌
When trying to map customer lookup you won’t be able to see the correct lookup in the DataFlow. It may differ what you see, but it could be a different combination of fields like this:
All of the fields that have “Fieldsomething.Fieldsomethingelse” are lookups. The Customer lookup does not work as intended here, even though the field “ParentCustomerID” is the correct field to use. In a previous post I showed how to get around this issue, but Microsoft removed the projects configuration options. After talking to support, they showed me how to make it work again !!🙏💪
In our system for billing, we have the following structure. A debitor (aka Account), can potentially have lots of projects connected. The only way to connect data in DataFlow is via KEY’s in the Dynamics configuration. In our case we have a key “AccountVAT”. This ID is a unique organization number used in Norway.
Both tables know AccountID, but only the Account table holds the AccountVAT number. As you see on the image above, the Project doesn’t know what AccountVAT to connect to. Lets fix that.
So I load up my 2 tables in dataflow. If you wonder how this is done, check my other posts on DataFlow.
Select the MERGE QUERIES option
Here we match the 2 tables based on AccountID. As you see here there are lots of options for matching, but now you also get a nice visual for matching status at the bottom.
Next step is choosing what data to “join” into the projects table.
So I select the AccountVAT number as the field to join.
As you see in the picture below, the Debitor.Foretaksnr is now visible. This column is now joined from the Debitor table to the Project table.
The selected row below is a special field. You see that the Debitor.foretaksnr is a field in another table, and you see the destination field being special. The destination field is of type Lookup, and is expecting “AccountNumber” as matching.
The result is projects record linked to the correct account in CRM 👍💪