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 🤗

Dynamics 365 Teams Document Locations – Where art thou?🤷‍♂️

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

Dynamics 365 + Teams integration error

Recently ran into a problem with the Teams integration OOTB, where the integration continuously threw an error after connecting the Dynamics record to the Teams.

This is a pretty Vanilla environment, so I couldn’t quite figure out what was wrong. I obviously could see that the URL was wrong, but I didn’t understand WHY it was wrong.

https://**.sharepoint.com/sites/SuperCards/Shared%20Documents/General <- Nothing really wrong with this URL at first site.

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 ✅

Solution?

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 😎

Dynamics / Power Apps + Office App Launcher

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👊

Dynamics 365 form or advanced find images error

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:

Advanced find:

Advanced Find Menu Error – Microsoft Dynamics CRM Forum Community Forum

Form configuration:

Fix

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:)

DataFlows – Customer lookup fix🔨

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 👌

The Problem

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 !!🙏💪

There is a new link in town!!

https://admin.powerplatform.microsoft.com/ext/DataIntegration/Project/D2E-&#8220;GUID
The GUID has to be replaced with the project you need to correct.

To find the GUID for the URL, you simply have to download the error in your run

1.

2.

3.

Open the URL, and gain access to you project. Now you can complete the same steps as DATAFLOW-CUSTOMER-LOOKUP

MS has mentioned fixing this bug in the future, but while we wait….

DataFlow – Merge Queries (aka Join Tables)

A long while Back Carina Claesson wrote about joining data with DataFlows. I had created a dataflow with 2 tables and used a specialized “behind the scenes” connecting several “CRM Keys” together. It was a little buggy, so I thought I would give it a try to follow her blog: Combining information from multiple data sources with Power Platform Dataflows – Carina M. Claesson (carinaclaesson.com)

Scenario

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.

DataFlow

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 👍💪

Dynamics 365 Storage Changes coming your way

A while back I posted my worries about storage and the DB being eaten up by system tables that we as consultants can’t do anything about.

Have you checked you storage lately?

I created an Idea in the hope that we could come together as a community and make a change, and they have listened!:)

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

I applaud Microsoft for listening and moving in the right direction🙏🙌👍, but they seem to still be missing the point of SAAS for Dynamics 🤷‍♂️.

Some argue:

Think of Dynamics like a phone with storage. The OS takes up parts of the storage and you can freely use the rest of the storage.

I argue:

The whole point of SAAS is that I am paying for a service. I am not buying any hardware and installing something from scratch. I am a part of a larger shared solution, where I pay for what I use. Either include the system tables in the price, or reduce the storage included in Dynamics. Either way it is only reasonable for a customer in SAAS to pay for what they produce of data.

Thank you

Thank you for all the votes and the attention that this received, because it only goes to show that Microsoft does actually listen if we come together. In the future I hope we use our voices more often, because the number of votes on these issues are nothing compared to the number of consultants out there. We need to come together in numbers 🙂