How to – Set up Dynamics 365 Customer Insights Trial


To set up the trial of Customer Insights, open the Dynamics 365 Free Trial Page and scroll down to Dynamics 365 Customer Data Platform section

https://dynamics.microsoft.com/en-gb/dynamics-365-free-trial/

Click on Try for free

Sign in with your work account or the Dynamics 365 trial account created and click on Get Started

As a first step, it asks for specifying the region for the communication preferences.

For the trial, let us choose the Audience Insights option.

It opens the Demo environment having the sample data. We can explore and understand the features with the sample data or we can start a trial.

Let us select the option Start trial in the tool bar to connect it to an existing CRM / Dataverse Environment.


Enter the basic information requested. Make sure you have selected the correct region else you might get unable to create an environment error later.

The data storage option comes as disabled.

Specify the Dataverse / CRM environment’s URL. (here I am logged in with System Administrator user who is also the Global Admin)

Finally, review the information and click on Create.

This will configure a 30 day trial against the CRM / Dataverse environment.

Now we are ready to explore it further.

Hope it helps..

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How to – Use Do until and Delay in Power Automate


Let us take a simple example to understand the usage of the Do unit with Delay control in Power Automate.

“When a Case Record’s Priority is updated to High until the case is resolved we want to perform certain action e.g. send a notification email or call an action etc. every 2 minutes or so.”

This is how the final flow looks like –

First is the trigger, when the case record is modified, i.e. priority code field with value as 1.

Next, initialize a Boolean type variable as false, this will be used within the Do until loop condition.

  • Next, add the Do until control with the condition – ConditionMet i.e. the variable is equal to true.
  • Followed by Delay action, here we have specified a 2-minute delay.
  • Next, we are retrieving the same record to check the condition, this is required to get the updated value within the loop.
  • Condition is – is the case resolved? i.e. Status is equal to 1.
  • If Yes then we are setting the variable as true to come out of the do until loop.
  • If No then we perform any action, like send an email notification, reminder or call any action, etc.

The Current Iteration Index of Do unit holds the value of the current index starting from 0. Here we are updating the case title with the index just for testing.

To see it in action, let us Test the flow.

Updating the priority of the case to high triggers the flow.

After a delay of 6 minutes, we can see the Case Title updated with the current index i.e. 2 as it has iterated 3 times starting from 0.

Let us now resolve the case.

We can see our flow successfully completed after the 4th iteration after the case is resolved.

Also refer –

https://techwizard.cloud/2018/05/20/microsoft-flow-mystery-of-do-until-loop/

https://www.futurelearn.com/info/courses/cloudswyft-msft-dynamics-365-power-platform-auto/0/steps/208142

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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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 have a BU structure like below.

And custom security roles with BU level access to Contact – BU Contact Role.

Both user 2 and user 3 have only the BU Contact Role of BU 1 and BU 2 business unit respectively assigned.

Below is the Contact record created by User 2.

As expected User 3 does not have access to the above record.


Now let us provide the same BU Contact role to User 3 but this time from BU 1.

Select the User 3 in Settings >> Users >> Manage Security Roles

The user has already has BU Contact Role in BU 2. Let us change the Business Unit and assign the same role for BU 1.

Click on Save.

On refreshing the All Contacts view for user 3 now we can see both the records, showing the corresponding owner and the owning business unit the records belong to.

This makes it easy to provide required access to the users across the business unit, without the need of sharing the record or using team access or teams ownership concept here.

With this preview, we can also update the Owning Business Unit field.

Below the User 2 is creating a new contact record and setting Business Unit as BU 2.

Here it fails because User 2 only has BU level access for Contact Create Rights, and he is trying to create at BU 2.

Let us update one of the existing contact records, by setting Owning Business Unit as BU 2, this time through System Administrator user which belongs to the root Business Unit.

As expected the record is available to User 3, as we have set BU 2 as the owing business unit.

Get all the details here

https://docs.microsoft.com/en-gb/power-platform/admin/wp-security-cds#matrix-data-access-structure-modernize-business-units—preview

Hope it helps..

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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 new section in the command bar for the records, that allows us to see the other users working on the same record.

Here we can see 2 other users working on the same contact record.

We can select the user’s picture to see their status, send an email, start teams chat, and open the contact card.

Send Email opens the default mail app with To populated.

Teams chat opens the team for a chat.

Open contact card opens the contact’s card.

Share allows emailing the link of the current record and sharing the record.

Email link

Clicking on Manage access opens the share records dialog.

Get all the details here –

https://docs.microsoft.com/en-us/powerapps/user/collaboration

Also check – Collaborate using comments –https://nishantrana.me/2021/12/16/collaborate-using-comments-preview-in-modern-app-designer-power-apps-dynamics-365/

Hope it helps.. 

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