Tag: Dynamics 365

ACDC 2024 – Why this is the ultimate hackathon

It’s almost been 3 weeks since the hackathon and I am a bit late on my summary of experiences. February has been hectic, but better late than never 🙂

I have written about ACDC earlier and they all have a bit of a different perspective each time that I participate:
ACDC 2021 – Summary
ACDC 2022 – Summary
ACDC 2023 – Summary

This hackathon provides the most unique learning experience for Microsoft techies in every single way. 13 teams locked into a giant auditorium for 3 days having a blast learning things they didn’t know before! Sure there are other hackathons with many teams, but they are not forced to eat, sleep, breathe together for 3 days straight 😂

Being humbled is a valuable learning experience

I have about 16 years of experience in this world of Dynamics / Power Apps, and have to admit that I am extremely comfortable in the space of Dynamics 365. Like many other people in my situation, it’s easy to stay inside my safe area, and let others handle technology that is not so well known. This also defeats the purpose of the hackathon.

Long story short, Nick Doelman contacted me this year asking if he could be a part of Point Taken’s team, and I was instantly intrigued about it. I know him as an MVP, but we haven’t hung out a lot before. Nick is one of the best you can get on Power Pages, and is generally a very high end consultant within Dynamics / Power Platform. It was given that he would provide the team with a lot of important knowledge, so we agreed to give it a go. Ohhhh what a joyful experience it was! 🥰

Nick’s first demand was:

No one is going to do what they normally do in their everyday work!

Nick Doelman

Probably a bit dramatic quoting him like that, but what’s not to love with a little theatrics😂 The main reason for him to say this was because we are here to learn. If we end up solving Business issues like we do every single day, we could just as well stay at our customers and billed hours. He literally pushed us out of our comfort zone even before we had started. We all agreed that it would be fun, but none of us at this point were sure what to expect.

Nick took the lead on the app that would be the main point of our delivery. In short, it was a Canvas app (😂”low code”😂 ) that would use OpenAI to randomly generate maps for a game. Not only was the game randomized, but the themes would also be random based on keywords entered at the beginning of the setup. Read more about our app below⬇️

What impressed me the most was seeing how Nick embraced the new technology that he hadn’t worked a lot with yet, while mastering highly advanced elements in such a short time. I do often mention the quote of the “Old dog new tricks”, but it’s a real feeling. Having the energy to constantly learn new technology is not easy.

While sharing his knowledge with the team, he also showed us some really important skills as a consultant. His logical approach to solve a problem, and his ability to talk about what was going to be solved. A good sales pitch itself can land large scale projects even before the customer has seen any evidence that it works. This could also have been on of our problems as a team, because the first day pitch was so amazing that we almost couldn’t deliver on our promise in the end😂

I consider myself a quick-thinking consultant with a charm that usually helps me win projects. However, Nick’s many years of experience not only nailed the pitch but also showcased how to be a top-notch consultant in all aspects during a challenging 3-day hackathon. I’m not trying to be Nick – I’m Thomas. I can take his wisdom and make it work with my own style, learning and growing in the process.

That is the core value of ACDC https://arcticclouddeveloperchallenge.net

Final Delivery

Interested in seeing what we did, have a look at our blog post

Donkey Kong Koders – Final Deliery

Teams Meetings Corrupted in Dynamics 365 Client Sync

Recently faced an issue where Microsoft Team meetings were corrupted when synchronized with Dynamics 365 via App for Outlook.

Before Tracking

Look at the Teams Meeting link. Everything seems ok before tracking

After Tracking

The tracking link got corrupted for some strange reason.

Solution

I had to contact support to better understand the problem, and the solution was really strange. They made me download the OrgDBSettings tool (a common tool to do certain modifications) in Dataverse/Dynamics. Here they told me to modify the “Appointmentricheditorexperience” value to TRUE. This is actually a value that is default FALSE.

I just can’t make any sense of that, because why on earth do you need that to be false? In every case you would want this to be true if you plan to sync appointments?!?

Anyways….. Just make sure it’s true, and you should be ready to go😊

Organization Settings Editor – in case you need it

Download here:
https://github.com/seanmcne/OrgDbOrgSettings/releases

Import to Dynamics, and open via Classic Mode

Security Roles – The 3 Phases

Security Roles the least fun part about Power Platform – Dataverse / Dynamics 365. I would rather use hours finding the right ICON for every single custom entity😂. Yet security roles happen to be the pilar of why our platform is so much more powerful than other technical platforms.

I find that my approach to security roles almost always ends up the same way when I deliver new solutions. Therefore I thought I would share a bit of what goes through my mind in the different stages:)

1. Creating the role

There are many blogs about creating roles, and recently we even received a new modern way of modifying security roles. I’m not going to cover the hows, but you can pick up a few tips from the following blogs:

Blogs about the new ways of creating roles:
https://learn.microsoft.com/en-us/power-platform/admin/security-roles-privileges
https://malindonosomartnes.com/2023/06/29/new-security-roles-admin/
https://nishantrana.me/2023/05/01/manage-security-roles-using-the-new-modern-ui-preview-power-platform-admin-center/

What I do want to share is my personal opinion on where to start. As you know I mostly work with Dynamics 365 and not pure Power Platform environments. If I am delivering a Sales solution I almost always start off by copying the Salesperson’s security role.

Don’t ever start a security role from scratch. It’s simply not worth the time.

So for Dynamics sales I would typically just copy the Salesperson as a start

And for Power Platform I might start with Basic User as a start.

A typical error I do is hoping that I can end up with a single security role to make things simple. Pushing all users into the same role because why not. I am one for more access to users, and depend on teaching people to handle data with respect. Within the first few weeks, you soon realize that you probably need an admin role for administrative tasks.

PS: One thing I always do is of course to limit any delete actions for ALL users the first few weeks so that they don’t blame the system for GHOST deleting items. Yes, that has happened! 🤷‍♂️

2. Assigning the role

After hours of banging your head on the wall, trying to figure out what security privileges you are missing for the application to work as expected, you arrive at the next task of assigning the security roles to the users.

The next error that I have done more than once is thinking that we can manage the security roles directly on the user. To begin with I use a tool like XrmToolBox to deploy roles to multiple users at the same time, but a few weeks/months down the line people hired/fired/re-org having to make these changes often is going to take way too much time. Having to bill for these changes is also going to be frowned upon because it’s “just a simple task”.

Traditionally this has been very straightforward for the sales and customer service users, but lately, this is becoming more and more of a challenge. With the release of new functions, you will soon understand that keeping up with security roles is almost impossible. With new solutions from Microsoft being installed automatically, you might also see a few security roles to follow along. Examples of this would be the Forecasting functionality to sales.

Normally one would think “Let’s just add these to the main security role for all users” BUT there are times when the actual security role ID/Name is the one opening up the functionality.

The Dynamics 365 app for Outlook User is one of these apps I believe. In order to actually qualify for the app deployment, you need this security role.

So my first initial thought that one user could have “Salesperson” as a single role with all of the functionality is now turning into a nightmare handling pr user. I now have to manage lots and lots of users/changes etc while trying to maintain the correct roles given.
The image below is just an example

3. Structuring the security roles with teams

This leads us to the final phase of security roles for me, where I realize that I should have done things right from the beginning. Using the extra time early on so that I save time when the project is live😤

Just like marketing people are oddly obsessed with personas, we have to think about what types of users do we expect to see in Dynamics / Power Platform. In a simple solution, you could easily have the following personas.

  1. Sales User
  2. Sales Admin
  3. Marketing user

Dynamics users are well aware of teams being able to connect security roles, but Power Platform users are not always aware of this.

Create a team, add users, and then add the security roles. This is a much simpler way of managing changes in security roles because changes only need to happen in 1 place.

⛔Hold up⛔

The problem with this solution is that Dynamics / Power Platform consultant or someone familiar with Dynamics / Power Platform needs to make these changes. In a worst-case scenario, a company would have IT create a user and assign a license. THEN they would have to contact other consultants to add security roles or add someone to the team for correct access. This method is flawed and will at some time become a problem. Microsoft has fortunately given us a great solution for this.

✅Solution✅ – AAD Security Groups / Entra Identity Security Group

I am not going to cover how to create a security group in AD and later on, add it to Dynamics / Dataverse. Have a look at the following posts for these tasks:

https://learn.microsoft.com/en-us/power-platform/admin/manage-group-teams#create-a-group-team
https://forwardforever.com/how-groups-teams-work-in-power-apps-dataverse/

What I think is so important about the Security Group is that it removes the burden of access from the Dynamics / Power Platform consultant, and puts it in the hands of IT managing general access to all systems in AD. This just makes so much more sense, because these people normally do the on/off-boarding for all technical aspects. All you have to worry about is that security roles are given to the correct team.

Within Dynamics / Dataverse there is no difference in how to assign security roles BUT there is a major difference in having the members auto-populated based on AD security groups.

Moral of the story

Use Security Groups unless you have a very good reason not to 😘