Viewing entries tagged
Dynamics 365 CE

What's Microsoft Doing With Voice of the Customer?

What's Microsoft Doing With Voice of the Customer?

Did you know…

As of July 1, 2019, the Voice of the Customer solution was deprecated. Users can create and distribute new surveys and collect responses from live surveys till July 1, 2020.

What is the Voice of the Customer?

Originally the Voice of the Customer solution was primarily used to create and send surveys for collecting feedback.

Here is a link to an article telling you more: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#voice-of-the-customer-is-deprecated

Happy Tuesday!

Ron DeGiusti

Purely CRM

Do You Know What's Leaving Us In October?

Do You Know What's Leaving Us In October?

Microsoft Is Deprecating The Legacy Web Interface

The traditional way that you access Dynamics 365 CE is through the classic interface on the web.  Microsoft now has a new method using the unified interface.  The unified interface means that your forms will work equally as well on tablets and phones.

Another important thing to note is that they are discontinuing the classic/legacy interface very soon.  Microsoft has announced they do not plan on investing in the legacy interface anymore, as their focus shifts towards the new unified interface.

Why Should You Transition to The Unified Interface?

Microsoft published these stats that put the unified interface at a higher pedestal than the legacy.

Microsoft says its deprecation of the legacy web interface is likely to be announced in October 2019
— preact.co.uk

What's Happening on September 28?!

What's Happening on September 28?!

Make Sure You Attend…

On September 28, 2019 there will be a 365 Saturday in Victoria, BC. Microsoft MVPs and Senior Managers will be in attendance, and providing Business Applications training. Be sure to attend to learn new information about PowerApps and Dynamics 365. Plus it’s free!

To further assist you with planning out your day on the beautiful Vancouver Island, here are the schedules for the Dynamics 365 and Power Platform sessions:

Screen Shot 2019-08-28 at 9.54.44 AM.png

Dynamics 365 Training

PowerPlatform Training

Treat PowerApp On Phone Like Apple Test Flight

Treat PowerApp On Phone Like Apple Test Flight

Most of us get frustrated that the PowerApps we build do not show up as individual apps on someone’s phone.

Well, here’s an idea: Go in to PowerApps on your phone. Find the app you built. Create a shortcut for it right on your phone’s main screen. Done. And, it has a custom icon because you add that directly when building the PowerApp.

Ron De Giusti
Purely CRM Consulting Inc.

Dynamics 365 Teams Linked to Azure AD

Dynamics 365 Teams Linked to Azure AD

Teams CAN BE added to Azure AD?

Recently one of our clients had an interesting question that regarded the use of their Active Directory. Our client hoped to have their Active Directory manage security within Dynamics 365 via Teams.

From the collection of research that we conducted, it seemed obvious to look at any recent functionality that may have been available. This sent out research towards Teams in Dynamics 365 online. Fortunately I was able to find Debajit’s blog who’s information on this subject was excellent .

Let’s start with a revelation – Now Azure AD groups can own records in Dynamics 365. All this time there used to be owner teams. Now both Azure AD office and security group can own your business records.
— Debajit Dutta
Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

The Azure AD Object Id for a Group field on the team record sounded exactly what we were looking for but then how does this work?

It seems that you can now link Teams in Dynamics 365 to Azure Active Directory Groups.

This is a really exciting development for Dynamics 365 and this means of course that if you add security roles to the linked AD Team that you create then you could have a security setup managed by Office 365 Exchange.

Azure Setup

After coming across Debajit’s Dynamics 365 Blog, he explained the setup process in a seamless fashion that is very easy to follow. With his step-by-step guidance, and further research our client was able to enjoy their new solution. Take a look of our screenshots alongside with Debajit’s blog to further assist you in creating this solution.

Essentially the setup for this could not be simpler and it seems to work very well. Note the original blog article for the curve ball though. Your members (of the Team) seem not to show up in Dynamics until they login, which is fine as everything still works just fine.

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Have a great day,

Alan Ashton

Purely CRM

Breathing New Air Into Dynamics CRM

Breathing New Air Into Dynamics CRM

I could not agree more with Juuka Niiranen’s latest blog post regarding Power Apps breathing new life into Dynamics CRM.

Lately I’ve been having this feeling of premonition combined with dejavu. Like being special agent Dale Cooper, investigating the events that are taking place in a strange town in Pacific Northwest, far away from your normal surroundings, encountering The Giant in a dream sequence and being told that “it is happening again”. Only this time the Giant is Power Platform and the place isn’t Twin Peaks but rather Redmond.
— https://survivingcrm.com/2019/06/why-you-should-become-a-poweraddict/

Create An App Instead Of Using Business Unit Security

Create An App Instead Of Using Business Unit Security

I heard great commentary on a podcast suggesting the use of an App instead of implementing business unit security. I can definitely see this as an option in some cases. The App could limit the views that someone has and in essence the records they have access to via those views. Sure is simpler than adding the overhead of business units if it is not truly required.

Was thinking about this after listening to The CRM MVP Podcast, episode 53: Top 10 FUNCTIONAL TRICKS in Dynamics 365.

Ron De Giusti
Purely CRM Consulting Inc.

PowerApps Component Framework

PowerApps Component Framework

Microsoft seems quite excited about the new PowerApps Component Framework (PCF).

“(PCF) is a significant step towards empowering [third]-party developers to build compelling visual components using the same framework which Microsoft team uses,” stated Microsoft’s Hemant Gaur, product owner for the PowerApps component framework, in a blog post. “The framework enables developers to create fully custom components for use across the full breadth of PowerApps capabilities.”
— https://msdynamicsworld.com/story/beyond-citizen-developer-why-pros-see-promise-microsofts-powerapps-component-framework

Easily see the implementation order of solutions

Easily see the implementation order of solutions

You can now easily see the order in which you implemented solutions in Dynamics 365 CRM.

Solution layers allow you to view all component changes that occur due to solution changes over time. Within a solution layer, you can drill down to view specific changed and unchanged property details for a component.
— https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/solution-layers

Here is an image of solution layers in the toolbar:

solution-layers-toolbar.png

You will need to be a licensing genius ...

You will need to be a licensing genius ...

Jukka Niiranen, in his blog post title, “PowerApps ‘Starter’ Plans Capabilities Demystified” writes:

One of the major handicaps introduced in the new licensing terms for Team Members last Fall was the removal of rights to create, edit and delete account records. Now, while the $8 Team Member license doesn’t allow you to perform these actions, the $7 PowerApps P1 license actually does!

Oh Microsoft, why do you keep making this so hard for us?!?!?!

He did post a nice graphic in his blog-post that does help a bit though …

I am so thankful we do not sell licenses, but just the services to configure those licenses purchased. I will continue to rely on Microsoft large account resellers (LAR’s) for answers to clients’ licensing questions.

Ron De Giusti
Purely CRM Consulting Inc.