Nishant Rana's Weblog

How to- Enable Microsoft Team chats in Dynamics 365 Apps

Enabling Microsoft Team chats inside Dynamics 365 allows the agents/sellers to start a new chat from a record or connect an existing chat to a record from within the application itself.

We can enable it from the Power Platform Admin Center or the corresponding Sales, Customer Service, Marketing, and Field Service applications.

Inside Power Platform Admin Center – Navigate to Environment >> Setting >> Team Integration Settings

We can either enable it for all the Dynamics 365 Apps or specify the apps.

Here we have specified the Customer Service Hub and Sales Hub.

We also have the option to specify the record types for Teams chats.

Let us open a contact record inside Sales Hub to see it in action.

We can see 2 sections on the Team chats pane, Chats connected to the record and Other chats.

As we have not connected chat currently, we see the option New connected chat to connect the record to the team chat.

The Other chats section lists the top 200 chat conversations on the Team, from where we can select any conversation to connect it to the record.

Clicking on the New connected chat allows us to search the Participants whom we want to chat with, update the chat name (suggested), and include a note as well.

It also suggests the participant (as the record is owned by a user, it will suggest the name of the record’s owner)

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Use tag parameter to add a shared variable to the plugin – Dataverse / Dynamics 365

We can use the tag parameter in the request to pass any additional information to the plugin. This is added as a shared variable to the plugin execution context.

Below we are creating a lead record and passing the tag parameter in the CreateRequest

And below is our plugin, that gets the tag parameter passed from the shared variable collection.

We can see the value of the tag parameter in the trace log.

Below is an example of where we are passing it in UpdateRequest

The trace log –

Also, the tag parameter is immutable, once set from the API, its value cannot be changed.

Below we had the same plugin registered in pre and post-operation, and we were getting the same value for the tag passed during the create request.

As per the Microsoft documentation, we can use this field to pass any additional details from the client application, that we can use to apply specific logic in the plugin.

Get more details here

Refer to for more details

Hope it helps..

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Use RetrieveDuplicates request to check for duplicates before creating/updating a record – Dataverse / Dynamics 365

In the previous post, we saw how we can use the SuppressDuplicateDetection parameter to throw errors in case of duplicates when creating or updating a record.

Here instead of relying on exception, we can make use of the RetrieveDuplicatesRequest message to detect the duplicates.

Let us take the “Leads with the same e-mail address” duplicate detection rule to see it in action.

We can see 3 lead records already existing in the system with the same email address.

Below is our code that is trying to create a new lead record with the same email address and using the RetrieveDuplicatesRequest to check for the duplicates.

Below we can see that not only do we get the total number of duplicates found, but we can also get the details of the duplicate records found.

Get all the details here.

Hope it helps..

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Use SuppressDuplicateDetection parameter of Request to throw an exception in case of duplicates – Dataverse / Dynamics 365

We can make use SuppressDuplicateDetection optional parameter of the Request if we want the configured duplicate detection rules to run and throw an exception while creating or updating the record.

We will use the below out-of-the-box duplicate detection rule, that checks for lead having same email address.

Below is our code and we can see the lead records with the same email address getting created without any exception.

Now we have updated the code to use the SuppressDuplicateDetection optional parameter. We have set it as false.

As expected this time we get the exception.

“The record was not created or updated because a duplicate of the current record already exists.”

Hope it helps..

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Preferred Solution (preview) in Dataverse / Dynamics 365

With the preferred solution (preview), now we can specify a solution to which all our changes, that are made outside of the context of the unmanaged solution, should get automatically added.

To enable it, navigate to Settings >> Features >> Preferred solution (Preview)

Inside the Maker Portal, now we can see a new section added, asking us to specify the preferred solution, and we can see Common Data Services Default solution set as the preferred solution as default.

We can click on Manage to specify any of the existing unmanaged solutions as the preferred solution or to create a new solution.

Here we have set one of the solutions as the preferred solution.

Now let us add an update existing table outside the context of the solution. Here we are updating its form by rearranging some of the fields in it.

We have moved the Fax field to be the last field in that General Information section and have published the changes.

Back in our preferred solution, we can see the form we updated, automatically added.

Similarly, any other changes, i.e. any solution components added or updated, outside the context of the unmanaged solution, will be added to the preferred solution. (apart from changing the Default Solution where all the solution components reside).

Also, other users/makers can specify their preferred solution.