Custom Page – Opportunity Close Solution Download

Initially, I was just going to explore some possibilities with Custom Pages, but decided to make a solution out of it instead. This way you can just download the solution and do the required modifications for your project (GIPHY API key), and you are good to go😁

I am really excited to hear your feedback after seeing/trying this out, and hopefully, I will be able to make it a lot better in next revisions of the Custom Page!

Go to my GitHub to get a hold of the solution. It’s a pretty “thin” solution that should be easy to configure and easy to delete if you no longer need it.

💾 DOWNLOAD 💾

I have also included a video displaying how you install and use the solution

Installation and setup

Because of ribbon changes, I was forced to create a managed solution for this. The only way it wouldn’t overwrite the current opportunity ribbon.

If you want to play around with the solution, download the unmanaged. Just make sure you don’t have any other ribbon customizations on Opportunity. If you do back it up first!!

For everyone else, you have to download the managed solution to be on the safe side.

On my Gihub page I have written what components get installed, so you can easily remove it all at a later point in time.

Custom Page – Teams Integration

Did you think my last post was the final stage of the “Custom Page – Win Notification“? Of course not!! We have one more important step to complete the whole solution.

I am all about salespeople being able to boast about their sales. If you meet a salesperson who doesn’t love to brag about closing, are they even in sales? 😉

Communication is key when you work in organizations of any size and location Onprem/Online/Hybrid. Doesn’t matter where you work, we can all agree that spreading the word around, and making sure everyone gets the latest news is hard. Microsoft is making it pretty obvious that Teams is a preferred channel, so that’s where I also wanted to focus my energy.

Notify the team

I decided to extend the solution a bit to reuse the GIF that we got from the last closing screen, and include it in the Teams integration that I wrote about earlier in the Adaptive Cards.

The first thing I did was to add a new group of fields for the Teams notification. I wanted to let the user choose if they wanted to post the sales to Teams or not. The obvious reason is that some opportunities might have to be reopened, and you don’t want the credit 2 times etc. It’s just a simple logo, text and boolean field.

The next step is adding the variable BoolPostTeams to the run statement of the Power Automate when I click “Confirm Win”.

On the Flow side of things, I will now receive 1 more variable that I can handle. Because I wanted to use the bool type, I have to convert the string “true/false” to a boolean

bool(triggerBody()['Initializevariable2_Value']) 

What team are we updating?

Glad you asked 😉 A part of the solution is to include a Team ID and Channel ID. I added these fields to the Business Unit Table. When we store the Teams/Channel ID’s at this level, we can reuse the same solution for several teams in an organization without having to hard code anything.

These are simple text fields that will hold the unique values to the Team and the Channel you want to notify.

NB! A tip for getting the Teams ID and the Channel ID:
Add the Team and Channel via the drop-down selector (flow step below). Then open the “peek code” to see what the ID’s of the teams are. If you don’t understand this step, just have a look at my video in the final post of the series 🎥

Back to the flow!

We update the get Opportunity with extra linked tables. This way we don’t have to do multiple retrieves, and only get the fields we need from the linked tables.

parentaccountid($select=name), owninguser($select=fullname, internalemailaddress), owningbusinessunit($select=saleswin_teamschannelid,saleswin_teamsid)

After we update the opportunity as closed with our Custom Action “close opportunity”, we check if the close dialog wanted to notify the team.

Then we need to get the @mention tag for the given user that made the sales. Here I am using the email address from the SystemUser table we are getting from the Opportunity extended table.

Finally, we post the Adaptive Card to Teams and behold the wonder of the adaptive card!! 💘

{
    "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
    "type": "AdaptiveCard",
    "version": "1.2",
    "body": [
        {
            "speak": "Sales Morale Boost",
            "type": "ColumnSet",
            "columns": [
                {
                    "type": "Column",
                    "width": 8,
                    "items": [
                        {
                            "type": "TextBlock",
                            "text": "🚨WIN ALERT🚨",
                            "weight": "Bolder",
                            "size": "ExtraLarge",
                            "spacing": "None",
                            "wrap": true,
                            "horizontalAlignment": "Center",
                            "color": "Attention",
                            "fontType": "Default"
                        },
                        {
                            "type": "TextBlock",
                            "text": "@{outputs('GetOpptyInfomation')?['body/name']}",
                            "wrap": true,
                            "size": "Large",
                            "weight": "Bolder",
                            "horizontalAlignment": "Center"
                        },
                        {
                            "type": "ColumnSet",
                            "columns": [
                                {
                                    "type": "Column",
                                    "width": 25,
                                    "items": [
                                        {
                                            "type": "TextBlock",
                                            "text": "🏠 Kunde",
                                            "wrap": true,
                                            "size": "Large",
                                            "weight": "Bolder",
                                            "horizontalAlignment": "Right"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "💲 Verdi",
                                            "wrap": true,
                                            "size": "Large",
                                            "weight": "Bolder",
                                            "horizontalAlignment": "Right"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "👩‍🦲 Selger",
                                            "wrap": true,
                                            "size": "Large",
                                            "weight": "Bolder",
                                            "horizontalAlignment": "Right"
                                        }
                                    ]
                                },
                                {
                                    "type": "Column",
                                    "width": 50,
                                    "items": [
                                        {
                                            "type": "TextBlock",
                                            "text": "@{outputs('GetOpptyInfomation')?['body/parentaccountid/name']}",
                                            "size": "Large",
                                            "weight": "Bolder"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "@{outputs('GetOpptyInfomation')?['body/actualvalue']}",
                                            "weight": "Bolder",
                                            "size": "Large"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "@{outputs('Get_an_@mention_token_for_a_user')?['body/atMention']}",
                                            "weight": "Bolder",
                                            "size": "Large"
                                        }
                                    ]
                                }
                            ]
                        }
                    ]
                }
            ]
        },
        {
            "type": "Image",
            "url": "@{body('Parse_JSON')?['data']?['images']?['original']?['url']}",
            "horizontalAlignment": "Center"
        }
    ]
}

Now, this is what an opportunity close dialog should look like!! 🙏🏆🌟🎉

Custom Page – GIF for the win🏆

Most of you might know by now that I am a huge fan of GIF’s. I have written about GIF’s earlier when trying to motivate sales people, and I thought I would turn it up one notch!

Last post I wrote was about the opportunity close dialog. It was functional, but not exciting.

It is still 100% more feedback friendly than the Microsoft OOTB functionality, but it’s a little boring now that we have the option to be creative. This is why I thought I would add my earlier GIF post together with this to create a solution for instant response to the salespeople.

We all know that there is no better feeling than finding the correct GIF! 😂

So let’s start off by including a flow that I have written earlier with the Custom Page Confirmation dialog to make it all a little better than the thumbs up that my last post was showcasing.

RUN Instant Flow when completing sales

In the last post we covered the Power Automate action when the confirmation button was pressed. Now we reopen it to add a few more steps. The steps are identical to the steps I have linked to above in the article that coveres GIF connector.

First let’s query for a WIN gif.

Go to Giphy and setup a developer account for free. I have written about it in the GIF post that I have on top here. Just replace the api_key value in the string:
https://api.giphy.com/v1/gifs/random?api_key=**********&tag=win

Parse the return of this query (SORRY.. This is a bit long!)

{
    "type": "object",
    "properties": {
        "data": {
            "type": "object",
            "properties": {
                "type": {
                    "type": "string"
                },
                "id": {
                    "type": "string"
                },
                "url": {
                    "type": "string"
                },
                "slug": {
                    "type": "string"
                },
                "bitly_gif_url": {
                    "type": "string"
                },
                "bitly_url": {
                    "type": "string"
                },
                "embed_url": {
                    "type": "string"
                },
                "username": {
                    "type": "string"
                },
                "source": {
                    "type": "string"
                },
                "title": {
                    "type": "string"
                },
                "rating": {
                    "type": "string"
                },
                "content_url": {
                    "type": "string"
                },
                "source_tld": {
                    "type": "string"
                },
                "source_post_url": {
                    "type": "string"
                },
                "is_sticker": {
                    "type": "integer"
                },
                "import_datetime": {
                    "type": "string"
                },
                "trending_datetime": {
                    "type": "string"
                },
                "images": {
                    "type": "object",
                    "properties": {
                        "downsized_large": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_small_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "original": {
                            "type": "object",
                            "properties": {
                                "frames": {
                                    "type": "string"
                                },
                                "hash": {
                                    "type": "string"
                                },
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_downsampled": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized_medium": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "preview_webp": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "original_mp4": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_small": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized_small": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "preview": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_downsampled": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_small_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_small": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "original_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "looping": {
                            "type": "object",
                            "properties": {
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "preview_gif": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "480w_still": {
                            "type": "object",
                            "properties": {
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                },
                                "height": {
                                    "type": "string"
                                }
                            }
                        }
                    }
                },
                "user": {
                    "type": "object",
                    "properties": {
                        "avatar_url": {
                            "type": "string"
                        },
                        "banner_image": {
                            "type": "string"
                        },
                        "banner_url": {
                            "type": "string"
                        },
                        "profile_url": {
                            "type": "string"
                        },
                        "username": {
                            "type": "string"
                        },
                        "display_name": {
                            "type": "string"
                        },
                        "description": {
                            "type": "string"
                        },
                        "is_verified": {
                            "type": "boolean"
                        },
                        "website_url": {
                            "type": "string"
                        },
                        "instagram_url": {
                            "type": "string"
                        }
                    }
                }
            }
        },
        "meta": {
            "type": "object",
            "properties": {
                "msg": {
                    "type": "string"
                },
                "status": {
                    "type": "integer"
                },
                "response_id": {
                    "type": "string"
                }
            }
        }
    }
}

At the end we have to respond to the app with the GIF URL that we want to use. There are many variables that have the same name “URL”, so make sure you find the one that I am using below.

Back to the Custom Page

The “Confirm Win” button now has to do a few more things, so here is the added code.

//Patch the Oppty fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);

//Update Opportunity Close entity and retreive GIF
Set(varFlow, CloseOpptyPostTeams.Run(VarOppportunity.Opportunity));
Set(varGIF, varFlow.urlgif);

//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);

Mostly the only difference here is adding 2 variables. 1 that is the actual response from Power Automate (all of the fields), and the other one is setting a variable “varGIF” for use in our new image component that we add on the sales confirmation box.

Let’s check out that GIF!

Add an image to the Congratulations group, and reference the varGIF

Final Product 💘

When the sales person now closes the dialog, they get a 100% more awesome experience than the OOTB version!!! 🏆👍🎉

Custom Page – Close Dialog Logic

In the last post, we created a new close dialog, but we didn’t add any logic to the buttons.

Logic – Fields and Buttons

The most important parameter we send in via JavaScript last time was the GUID of the record that we are going to work with.

The first thing we do is add an onload to the app and perform a lookup as the very first step. This will give us all of the data for that given Opportunity that we can use within the Power App. We store the whole record in a variable “varOpportunity”.

A little clever step here is actually the “First(Opportunities)”. For testing purposes, this will open up the first Opportunity in the DB if you open the app without the GUID from Dynamics, and from here you can test the app make.powerapps.com studio without having to pass a parameter to the Custom Page 👍

ONLOAD

Set(VarOppportunity,
If(IsBlank(Param("recordId")),
First(Opportunities),
LookUp(Opportunities, Opportunity = GUID(Param("recordId"))))
)

Fields

Fields can now be added via the “varOpportunity” that contains all of the data to the first opportunity in the system.

BUTTONS

The cancel button only has “back()” as a function to close out the dialog, but the “Confirm WIN” has a patch statement for Opportunity.

//Patch the Opportunity fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);
//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);

HIDE/SHOW

Because of some challenges I met with multiple screens, I had to use a single Screen with hide/show logic. Therefore I added all the fields to Groups and will hide Show based on groups.

The Congratulations group looks like this.

Closing the Opportunity Challenge

If this were a custom entity we could close the opportunity by setting the Status and Status Reason values. Unfortunately, the Opportunity has a function for closing the Opportunity that will create a Case close dialog. In order for this to work, we have to call a custom service for closing the Case. This does get a bit tricky.

We now have to call an action from Power Automate to close the opportunity as WON. At the moment of writing the blog, the process of calling the Microsoft action in Power Automate wasn’t working, so I created my own action. I will show you how, and honestly maybe even recommend doing it this way for now. It works all of the time and uses the technology that has been working in CRM since 4.0.

Custom Action

Actions work with the same logic as a Workflow, but they can be fired at any time from anywhere. They can receive inputs, and generate outputs. A workflow will only trigger from CRUD events, and work within the context of the record triggering the actual workflow. They are in many ways an underrated function in Dynamics / Dataverse.

It’s a pretty simple step updating the status of the opportunity to “won”, and by doing it this way the system will automatically do the correct calls in the API for Opportunity Close.

This is all you need for the action. After activation, we can go back to the custom page and create a instant flow (Power Automate).

In the Custom Page we now add a line to our “Confirm WIN” button. (Yes, I know we probably should add some logic for success/fail, but that will be a part of the final solution on Github).

//Patch the Opportunity fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);
//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);
//Update Opportunity Close entity
CloseOpptyPostTeams.Run(VarOppportunity.Opportunity);

WINNER WINNER 🏆🥇

You should now be able to close the opportunity as won via a custom page. Just remember to publish the custom page AND publish the app again. If not it will now show. Do remember to give it a few moments before refreshing after a change.

Ribbon Button – Custom Page / Dialog

The deprecation of Dialogs has been discussed WAAAY too many times, and I still feel there is a gap for simple dialogs that would do lots of magic. A while back Microsoft introduced Custom Pages as one option to solve this missing piece, but simplicity is just not there yet.

I have been reviewing lots of great material from fellow MVP’s to study up a bit on the topic
MCJ – Custom Page updating Model Driven app
Scott Durrow – Adding logic to the new button configurator
Lisa Crosbie – Creating custom page

But I can’t quite shake the feeling that it’s still pretty tech-intensive to be able to create a Custom Page and call in from Dynamics. You need to have a decent understanding of the following:

  1. Creating a ribbon button in the new app configuration (easy, but adding commands not so easy)
  2. Javascript to actually start the Custom Page (not for everyone)
  3. Canvas App configuration (I am not a front-end type of guy, and hate having to start with a blank slate every time).
  4. Power FX for the showing of a button + updating whatever you are doing in the canvas app back to the model-driven app.

All in all, I would say that this is probably what you can expect a Dynamics/Power Apps consultant to understand, but it is not given that everyone feels comfortable while configuring. To be honest, Ribbon Workbench isn’t easy without a few tutorials either, but one gets better over time. (did anyone ever get the invert of a true/false statement right the first time?😂).

What to do?

Let’s just get to the bottom of the real issue. How to solve the problem of the Custom Page with a button and at the same time created a great way for sales to have a lot of fun!😁

Over the next weeks, I will start to publish a series of Custom Page and Sales, to showcase what you can do to improve Sales morale and adoption

Every post will be shown on the new Sales Page that I have “Win Notification” so stay tuned!!

The full solution will be available for download in the end.

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!👌

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 🤞

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:)