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How to – Use AlwaysMoveRecordToOwnerBusinessUnit setting in Dynamics 365 / PowerApps/ Dataverse

The setting – AlwaysMoveRecordToOwnerBusinessUnit allows us to move a user to another business unit without moving all his owned records to that unit. This makes sure that other users in the new business unit cannot access the user’s records from … Continue reading “How to – Use AlwaysMoveRecordToOwnerBusinessUnit setting in Dynamics 365 / PowerApps/ Dataverse”

How to – change user’s business unit without removing the security roles in Dynamics 365 / PowerApps (EnableOwnershipAcrossBusinessUnits setting)

When we change the user’s business unit, all the current security roles of the users are removed and we need to assign the roles again to the user. This has always been the default behavior.  Also check – Modernize Business … Continue reading “How to – change user’s business unit without removing the security roles in Dynamics 365 / PowerApps (EnableOwnershipAcrossBusinessUnits setting)”

Modernize Business Units / Matrix data access structure -Record ownership across business units (Preview) in Dynamics 365 / Dataverse

To enable this preview feature, log in to the Power Platform admin center, switch on the Environment >> Settings >> Features >> Record ownership across business units (Preview) It took around 5 minutes to enable. Now let us say we … Continue reading “Modernize Business Units / Matrix data access structure -Record ownership across business units (Preview) in Dynamics 365 / Dataverse”

Queues in Case Management: Part 1

Originally posted on Vrushali's Techno Blog:
Customer service management may require different type of attentions and monitoring depending on parameters such as the different types of customer, priority, different products or services, different subscription levels (regular, premium customers), various…

Modern link sharing UI, co-presence, online status (preview) in the model-driven app (Dynamics 365)

To enable the Collaboration preview feature, log in to the Power Platform Administration Center, select the Environment >> Settings >> Features >> Collaboration Currently, the following entities are supported – Case, Contact, Account, and Opportunity. Enabling this feature adds a … Continue reading “Modern link sharing UI, co-presence, online status (preview) in the model-driven app (Dynamics 365)”

Collaborate using Comments (preview) in Modern App Designer – Power Apps / Dynamics 365

A new comments (preview) feature has been added recently in the Modern App Designer Modern App Designer – https://nishantrana.me/2021/06/09/modern-model-app-designer-preview-dataverse-dynamics-365/ To see it in action, open an existing app or create a new app using the Modern App Designer. We can … Continue reading “Collaborate using Comments (preview) in Modern App Designer – Power Apps / Dynamics 365”

Fixed – The API version ” is not valid for provider ‘Microsoft.BusinessAppPlatform’ – Action ‘Force_Sync_user’ failed error – Power Automate

Recently while testing a flow we got the below error message The API version ” is not valid for provider ‘Microsoft.BusinessAppPlatform’ The supported list of API versions are: ‘2016-02-01, 2016-11-01, 2018-01-01, 2018-10-01, 2019-05-01, 2019-10-01, 2020-04-01, 2020-05-01, 2020-06-01, 2020-08-01, 2020-09-01, 2020-10-01, … Continue reading “Fixed – The API version ” is not valid for provider ‘Microsoft.BusinessAppPlatform’ – Action ‘Force_Sync_user’ failed error – Power Automate”

Using Custom Process Action with Code for integration – Dynamics 365 / Microsoft Dataverse

There are 2 ways to create a custom message in Dataverse, one is through action, and the other is through Custom API. Check the post on Custom API https://nishantrana.me/tag/custom-api/ https://nishantrana.me/2021/01/13/use-custom-api-to-create-custom-messages-in-dynamics-365/ Custom Process Action vs Custom API – https://docs.microsoft.com/en-us/powerapps/developer/data-platform/custom-actions#compare-custom-process-action-and-custom-api With custom … Continue reading “Using Custom Process Action with Code for integration – Dynamics 365 / Microsoft Dataverse”

Fixed – We couldn’t load your user roles from the selected Dynamics 365 Organization error while trying to set up Microsoft Dynamics 365 Marketing

Recently while trying to set up Microsoft Dynamics 365 Marketing on an existing Dataverse environment, we got the below error. “We couldn’t load you user roles from the selected Dynamics 365 Organization. Please try again” The user had the system … Continue reading “Fixed – We couldn’t load your user roles from the selected Dynamics 365 Organization error while trying to set up Microsoft Dynamics 365 Marketing”

How to – Use the new command designer to customize the command bar – Dynamics 365 / Power Apps

Using the modern app designer either open an existing model-driven app or create a new model-driven app in https://make.powerapps.com/ Select Edit >> Edit in preview Select any entity/table and select the Edit command bar (preview) The different command bars that … Continue reading “How to – Use the new command designer to customize the command bar – Dynamics 365 / Power Apps”

Use ExecuteWorkflowAction to call Action and Workflow in CDS Destination KingswaySoft – Dynamics 365 / Dataverse

We can use ExecuteWorkflowAction in the CDS/CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 to execute workflow and custom action. If there is no Destination Entity defined (left blank), Workflow/Action options will list down all the global … Continue reading “Use ExecuteWorkflowAction to call Action and Workflow in CDS Destination KingswaySoft – Dynamics 365 / Dataverse”

Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval

Recently we were getting the below error for one of our Flows. BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’. Everything seemed right. Finally, found (thanks to the forum) that the fix was to update the Approvals Administrator security … Continue reading “Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval”

Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365

Within Power Platform Admin Center – (https://admin.powerplatform.microsoft.com/)  through Environments >> [Name] >> Settings >> Behavior >> Lookup Behavior settings we can control the minimum number of characters entered before triggering the search in the and delay before the search is … Continue reading “Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365”

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How to – Quickly generate sample data


At times we need to quickly generate sample data for some of our development, testing, reports needs.

Through https://generatedata.com/ we can do it in matter of seconds.

Just select the data / types and the format and click on Generate

For e.g. we have selected Name, Phone, Email, Country type and CSV as the data format.

We can further edit the selection, preview the data, and save and generate the data.

Clicking on Generate, allows us to specify the number of rows.

We can than download the file.


Generated Sample Data –

Also check – https://nishantrana.me/2020/05/26/using-data-spawner-component-ssis-to-generate-sample-data-in-dynamics-365/

Hope it helps..

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Getting Started with Dynamics 365 Web Portals


You might know about self-service, considering you are here to read this article. Thanks to that revolutionary feature, we don’t have to take on the traditional approach – calling the customer support agent to cancel or track an order. Not only this, it has become a crucial part considering 88 percent of US respondents want self-service. In comparison, 80 percent of sales are based on engagement, making a platform for collaboration a necessity.

Looking at this, Dynamics launched Dynamics 365 portal to extend the capabilities of businesses further. If you plan to extend your CRM functionalities with Dynamics, this article is for you. Learn all about the Dynamics 365 portal, its types, and how it can help your business before proceeding with the integration.

What is Dynamics 365 Portal

A Dynamics 365 Portal is a way to extend your services beyond websites. It’s a front-end interface that interacts with your Dynamics 365 system and allows access to CRM users and non-CRM users. It provides personalized experiences to your customers, members, and partners. As it’s integrated with the Dynamics 365 system, all the information is directly included in the CRM. You or your portal users don’t have to re-enter the information. Portal allows you to create a wide range of experiences by providing exclusive resources such as sales and marketing information, training and certifications, product and service information, performance management tools, etc. There are various activities that your users can perform with a portal. For example,

  • Customers can generate tickets for incidents and search the knowledge base for articles.
  • Partners can view and manage business opportunities.
  • Employees can focus on trivial tasks by automating the workflow.
  • You can make calculated decisions by tracking everyone’s performance and planning the strategies accordingly.

Likewise, the information and the features help you create long-lasting relationships, close deals effectively and enhance customer experience. It reduces workload and opens up communication and engagement opportunities.

Why Do You Need a Dynamics Portal?

A portal makes it easy for you to interact with your customers and other stakeholders. As communication and data sharing will be on one platform, it will streamline your business processes. The ability to access the portal from anywhere empowers you to expand your services and run business 24*7. This also strengthens your relationship with the customers and stakeholders. You are able to track everyone’s activities and gain insights into the performances and trends. The information helps you better understand your customers, employees, and partners and provide services tailored to their requirements.

With the help of a portal solution, you will be able to manage your team and customers better. The functionalities portal offers help build loyalty and trust. Instead of handling everything manually, you can expose them to the specific CRM data, empowering them to be accountable with the freedom to accomplish their tasks themselves at their own pace. A good example is the profile section, where users can view all their activities, including transaction details, ticket status, etc. This way, you can understand your users’ requirements and work on them. You can promote open dialogue with community forums and create a set of questions to get constructive feedback.

You can provide exceptional services to customers requiring support, give them access to the knowledge base, and enable them to create their own support tickets. With Dynamics 365 portal, you can add value to your business and customer service.

What are the Capabilities of Dynamics 365 Portal

You can use a portal to allow customers to raise their tickets and track their status themselves or simplify your employees’ tasks by automating workflows. There are various things you can do with a portal, such as:

Self-Service

Your customers, partners, and employees can carry out their activities themselves. Say a customer wants to know the status of their ticket. They can know its status through the portal without asking the customer support executive. Similarly, if the support person requires a customers’ information to solve a particular issue, they can view it from their login area, depending on their role and access rights. This way, you can reduce the help requests volume and smoothen the customer service.

Customer Engagement

You can provide a knowledge base targeted to solve portal user queries. It can also show relevant articles to the users based on the keywords they add to the search box. In FAQs, you can include the answers that customers frequently look for. To further enhance engagement, you can include chat options and analytics features and make your customer interaction more convenient.

This means more visibility, improved conversation, and greater awareness. If people like what you do and the services you offer, they are more likely to recommend you to others.

Partner Relationship

In case you collaborate with your partners, a Dynamics partner portal gives you the ability to offer personalized services to your channel partners. Since everything is in one place and accessible to everyone, it builds transparency and strengthens relationships. It smoothens the conversation by allowing you to share essential data from every stakeholder. It lets you give them a space to cultivate their ideas and opportunities.

Vendor Collaboration

Your vendors can manage their orders, invoices and keep track of quantity, delivery dates, etc., in real-time. This is a much-needed feature for businesses looking to improve their supply chain efficiency. With a vendor-specific portal, you can collaborate with your vendors from one single place. They can create orders and track their status through the portal. You can share quotes, accept/reject order requests, and track invoices.

Ticket Management

One of the primary reasons for having a portal is customer service. This feature allows your customers to raise a ticket whenever they have an issue and track its status via a portal. They don’t have to do customer care and ask them to generate one. Apart from that, the portal offers workflow features such as case deflection that makes users search through the existing cases and see if a ticket with a similar issue already exists. In such cases, customers won’t have to generate a new ticket. They can refer to the existing one and solve their issue.

Community Forums

With Dynamics 365 portal, you can create small forums to enhance customer-to-customer or customer-to-service interaction. The interactions can include discussions about products and services or customer suggestions.

There’s a lot more you can do with the Dynamics portal, depending on the type of portal you choose.

Types of Dynamic 365 Portal

  • Dynamics 365 Customer Portal

A customer portal helps your customers serve themselves without manual support. You can provide knowledge base articles to help them find relevant answers. You can also enable them to add ratings and reviews and share feedback to improve the overall experience. Live chat, FAQs, how-to guides, video tutorials, user manuals, etc., are other features you can offer.

  • Employee Portal

With an employee portal, your employees can manage tasks, share knowledge, access resources, and interact with customers and internal teams. They can view FAQs, articles, guides, videos, and more.

HR for Dynamics is an employee portal for HR and managers. Using this portal, your employees can interact with HR regarding leaves, reimbursements, and other details. They can update their bank and other contact details directly from the portal.

For managers, it simplifies their daily tasks. They can access their team’s performance, summary details, leaves, delays, and more in real-time and make timely decisions.

  • Community Portal

A community portal is a place where people can discuss their problems, share ideas, ask for suggestions, collaborate, write blogs, articles, reviews, etc. This type of portal encourages users to promote your brand. Take the Dynamics Community, for example.

  • Partner Portal

Partner portal provides your partners easy access to various components, including orders, invoices, and payment history. They can manage their contract details, update information, and collaborate on a single opportunity with other partners. The information provides insights into deals, leads, opportunities, and more. It makes it easy for them to communicate with you and figure out the issues.

  • Project Service Automation Portal

A Project Service Automation Portal gives your partners a complete view of entities such as assets, agreements, invoices, and orders. You can get this portal with an ERP plan.

Likewise, you can use a Dynamics portal for specific industries like travel, retail, healthcare, finance, and more.

What Features of Dynamics 365 Customer Portals Will Help Your Business?

Wondering whether Dynamics customer portal is right for you or not? Here are a few features Dynamics 365 customer portal can provide you to improve your customer experience.

  • Easy Configuration and Customization

Apart from the basic layout of Dynamics CRM, you and your customers can customize the portal layout based on your preferences. Besides, the stacked and organized elements make navigation smooth. As for the configuration, it is readily available. You have to deploy it and start using it in a few minutes.

  • Ticket Management

As a business owner, your primary goal is to fix your customers’ problems. For that, Dynamics 365 customer portal provides a ticketing system. Your customers can raise their own tickets with it, while your employees can interact with them without sending long emails. It’s easy for you to manage documents, cases, schedules, accounts and save time.

  • Dashboard with BI Integration

The Dynamics portal allows BI integration that will give you all the customer insights on the dashboard.

  • Knowledge Base

Do you find your customers are waiting for you to share the resources they need at every stage? With Dynamics 365 customer portal, you can offer them a knowledge base full of articles, how-to guides, user manuals, FAQs, documentation, videos, etc. At any point during their journey, they can access the resources.

  • Document Management with SharePoint Integration

How do you expect your customers to access or share the required information? You’re mistaken if you expect them to download the assets from email updates. A Dynamics portal provides document management where customers and employees can share documents and collaborate on them. SharePoint integration makes it easy to share documents internally with your employees directly from the portal. It helps collaborate seamlessly.

  • Role-Based Access

Running the business, you know the importance of security. The Dynamics 365 portal ensures that your data is processed and stored securely in one place. Besides, a feature like role-based access limits access to the data. Only authorized users can access the data, and thus there are no data leaks or breaches.

Advantages of Dynamics 365 Portal

The main benefit of the Dynamics 365 customer portal is that it’s easy to start with. Employing it results in better collaboration and engagement with no need to focus on the additional resources. Customers, partners, employees, and every entity, including you, can benefit from the Dynamics portal. You might be thinking about how this is possible. Here are a few ways in which the portal offers your customers better support and a personalized experience:

  • Builds Loyalty

Through the Dynamics 365 portal, your customers and other stakeholders will access all the information they need 24*7. The timely and accurate responses show that you’re responsive to their needs. This increases their loyalty towards you and gives a better chance of retention. With multiple communication channels, you can eliminate the burden of your customers in reaching out to you and waiting for your response.

  • Creates Engaging Relationship

With a customer portal, you can build a long-lasting relationship with your customers by connecting with them all the time. You can help them with training, tutorials, and other personalized information. The in-app chat feature ensures that you are available for your customers all the time.

  • Reduces Margin of Error

Data centralization ensures that the latest version of a document will be available. The accurate data reduces the chances of error and inaccurate documents.

  • Offer Personalized Services

You can gather the data of your customers’ journey and experiences at every touchpoint and provide services they may prefer. You can recommend products and services they might be interested in.

  • Provides Incentives and Rewards

You can offer incentives and rewards to show your customers and partners that they are important. A Dynamics 365 customer portal helps you keep track of their activities and reward them for their loyalty. This is how you can tell them that you care about them and their preferences.

Are you ready to improve your customer service?

A Dynamics 365 portal is a tool that will help you optimize your business process. It will give your customers and partners a better understanding of your business and guide them in the right direction. By empowering them with self-service, you can gain a competitive advantage and give them a better experience. So, what are you waiting for? Bring in the Dynamics 365 portal today!

Author Bio

Mr. Maulik Shah is the founder of CRMJetty, a hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for various CRM, including Dynamics 365 portal, Dynamics 365 customer portal. Maulik is a tech enthusiast and writes about the various aspects of e-commerce technology.

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Business Process Flow Key Notes


Vrushali's Techno Blog

When we talk about Business Process flow (BPF) , there are lot of questions :

  1. How does it operate, how is it stored in D365? Does it create a a background entity which can be modified? A BPF creates a background entity when the BPF is actually validated. This entity would have everything same as any normal entity. Only difference is we can not create custom forms this entity and also if we try to open BPF record from advanced find, it will open the primary entity of that BPF.
  2. Can it span across multiple entities? Yes it can span across multiple entities(tables), OOB or custom in data verse. Only caveat is each stage can refer to different entities , and first stage would consist of Primary entity.
  3. Can one entity have multiple BPFs? and if yes can I select specific BPF ? or automate the selection based on some…

View original post 1,076 more words

How to – manage who can create environments in Power Platform


Through the Power Platform admin center, the administrator can control who can create an environment in the Power Platform.

Click on Gear Icon >> Power Platform settings

There we can specify who can create production and sandbox environments & trial environments.

Let us set it as Only specific admins and save the settings.

With this particular setting now only the following admins will be able to create environments.

Global admin, Dynamics 365 Admin, and Power Platform admins.

The non-admin user will get the below error

Your tenant’s administrators have disabled trial environment creation for non-admin users. You need permission to create a trial environment in your tenant

In case of Everyone, the below license determines who can create environments.

https://docs.microsoft.com/en-us/power-platform/admin/create-environment#who-can-create-environments

Hope it helps..

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How to – Use AlwaysMoveRecordToOwnerBusinessUnit setting in Dynamics 365 / PowerApps/ Dataverse


The setting – AlwaysMoveRecordToOwnerBusinessUnit allows us to move a user to another business unit without moving all his owned records to that unit.

This makes sure that other users in the new business unit cannot access the user’s records from his previous business unit (unless they have organization-level access / or have a role in that unit / or records are shared)

Also Check –

EnableOwnershipAcrossBusinessUnits setting https://nishantrana.me/2022/01/05/how-to-change-users-business-unit-without-removing-the-security-roles-in-dynamics-365-powerapps-enableownershipacrossbusinessunits-setting/

Modernize Business Units https://nishantrana.me/2022/01/04/modernize-business-units-matrix-data-access-structure-record-ownership-across-business-units-preview-in-dynamics-365-dataverse/

By default this setting is true.

Get the Organization Settings Editor – https://github.com/seanmcne/OrgDbOrgSettings/releases

Let us see the default behavior first, below are the 2 contact records created by User 2 who belongs to BU 1.

Now let us change the Business Unit of User 2 to BU 2.

After changing the BU of the user 2 we have assigned the same security role to the user which he has had in BU 1 that gave him BU level access on the Contact records.

We can see both Owner and Owning Business Unit getting updated as expected.

Now we’d see what will happen if we update the setting AlwaysMoveRecordToOwnerBusinessUnit to False.

But before doing that let us change the business unit of User 2 back to BU 1.

As expected Owning Business Unit is updated back to BU 1

Now let us update the setting to false

This time changing the business unit of User 2 to BU 2 should not update the Owning Business Unit of the contact records owned by User 2 to BU2.

As expected this time the Owning Business Unit remained BU 1.

Based on the true or false value set for AlwaysMoveRecordToOwnerBusinessUnit , we can see the checkbox “Move records to new business unit” either checked or unchecked – but always DISABLED.

If AlwaysMoveRecordToOwnerBusinessUnit is true than – the disabled checkbox is checked – 

cbu

Get more details below –

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/configure-entity-relationship-cascading-behavior#allowed-record-ownership-across-business-unites-is-enabled

Hope it helps..

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How to – change user’s business unit without removing the security roles in Dynamics 365 / PowerApps (EnableOwnershipAcrossBusinessUnits setting)


When we change the user’s business unit, all the current security roles of the users are removed and we need to assign the roles again to the user. This has always been the default behavior. 

Also check – Modernize Business Units –  https://nishantrana.me/2022/01/04/modernize-business-units-matrix-data-access-structure-record-ownership-across-business-units-preview-in-dynamics-365-dataverse/

For E.g. below user User 2 belongs to Business Unit – BU 1 and has the following security roles assigned.

Now changing the user’s business unit to BU 2

will remove all his security roles assigned.

We can now override this behavior by updating the new option /setting added

EnableOwnershipAcrossBusinessUnits (this property determines if roles are removed when the principal changes business units) through the
Organization Settings Editor tool

After we have installed the managed solution, we can update the setting and set it as true

Let us assign the security roles to User 2 in BU 2.

Let us now change the BU of user 2 back to BU 1.


As expected after updating that setting – DoNotRemoveRolesOnChangeBusinessUnit– as true – we can see the security roles still intact, even on the change of Business Unit for the user.

What happens if user 2 is assigned a security role – BU2 Security Role, which is created in BU 2 Business unit and is not available in BU 1.

Let us change the business unit to BU 1.

As expected BU2 security role is not available in BU 1, so that role is not assigned, only the common security role coming from parent BU remains intact.

Hope it helps..

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