How to check the impact of Team Member Licensing enforcment on my organisation in 2 steps?

This post suggests to help Dynamics 365 Customer Engagement administrators to easily check whether there is an impact or not on their org with a specific report provided by Microsoft following these 2 steps.

First step:

Open your Power Platform Administration Center and navigate to Analytics-> Common Data Service


A CSV file is downloaded with a report of non conformant usage by users with Team Member License. In the case of my organisation, no impact found!tm2













Schedule your UCI transition date

If you are still using the Dynamics 365 old legacy client app and want to know when and how to switch to the new Unified Interface here’s a quick guide to do it.

First of all Unified Client Interface also known as UCI is a web responsive interface which provides the same user experience regardeless of the devices you may use to access the app, this includes Mobile App, Web app and also Dynamics 365 app for Outlook. The new interface gives a much better user experience than the legacy app.

You have until December 1, 2020 which is the deadline to move to the UCI. Here’s how to schedule the transition if you didn’t do it yet:

Open the following url which is the Unified Interface Transition Portal. You can find all your tenant environments by clicking on My Environments Button as shown in the following screenshot.


All your tenant environments are listed and you can pick the instance for which you want to change the transition date by clicking on the environment friendly name.



Once an environment is chosen, you can see all its details and click on “Schedule Transition Date” button which will open a popup asking your to enter your transition date and some other details before submitting.






Enhance Data Deduplication with alternate keys

Alternate keys can be used for data integration purposes as well as deduplication and uniqueness validation. This post makes a special focus only on how adding an alternante key can help you keep your Customer Engagement instance data clean and avoid duplicates.

Deduplication with duplicate detection rules vs alternate keys

  1. Duplicate detection rules is an amazing feature which helps you set rules on your instance entity fields. It generates an alert popup whenever a user tries to save after a create or update operation if it meets a detection rule (for example creating a contact by filling in emailaddress1 with a value that already exists in the same field on another contact record will generate an alert popup if an exact match rule on contact emailaddress1 is published). Please check out this post for more details about Duplicate Detection Rules
  2. Obviously Duplicate detection rules DO NOT prevent users from creating duplicates, it simply shows an alert that can be ignored.
  3. Alternate keys DO NOT allow users to save if a duplicate is detected (2 records having the same value in the alternate key field)
  4. You can have up to 5 maximum alternante keys per entity
  5. You can have up to 5 maximum duplicate detection rules per entity
  6. System must first validate that alternate key is supported by the platform before it can be used
  7. Alternate keys fields must not have field-security level activated
  8. Data within the field should not contain any of the following special character (still work for deduplication but not for data integration)

    < > * % & : \\

  9. Only the following attributes can be used in alternate key definitions
Attribute Type Display Name
DecimalAttributeMetadata Decimal Number
IntegerAttributeMetadata Whole Number
StringAttributeMetadata Single line of text
DateTimeAttributeMetadata Date Time
LookupAttributeMetadata Lookup
PicklistAttributeMetadata Picklist

How to add a new alternate key?

Another dedicated post explains how to create an alternate key step by step here.

More details on this Microsoft docs link