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 https://admin.powerplatform.microsoft.com/environments

teammember1

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

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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 https://runone.powerappsportals.com/ 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.

uci1

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.

uci2

 

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.

uci3

uci4

 

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[D365] How to create an alternate key

This post will show you how to quickly create an alternate key. If you want to know more about alternate keys please check out this post.

First you should open your customizations (either default solution or a dedicated solution that contains your customizations) and go to the entity where you want to create an alternate key.

In this post I’ll create an alternate key on contact entity using emailaddress1 field.

alternatekey

Select now one or more available attributes, I selected Email (emailaddres1)

selected attribute

Now you can save and close. A system job creates an index for Email in the database. The status changes from “pending” to “Active”

pending

active

You can now test your alternate key by creating two contacts with the same email address, while creating the second record you should have the following error

duplicaterecord

 

Make your first duplicate detection rule

This is a quick tip to help you create your first duplicate detection rule in Dynamics365 for Customer Engagement.

First navigate to Settings->Data Management->Duplicate Detection Rule

datamanagement

duplicate detection rules

You have already some default duplication detection rules that you can use or unpublish. It is important to know that a duplication detection rule works only if it’s published and that you can have up to 5 maximum rules per entity.

Let’s create a simple duplication detection rule on Contact entity Mobile phone field, so when you create or update a contact with the same mobile phone number of another contact it will generate an alert. Click New to create a new rule.

newrule

Note that you have several options such as excluding inactive matching contact records and the ability to choose whether you want a case-sensitive rule or not by checking the corresponding box. You can also choose to ignore blank values.

myrule

Choose a field and a criteria (I took Exact Match) then save and do not forget to publish (buttons are at the top of the window).

save&publish

Let’s now test our published new duplication detection rule, I’ll create a contact test1 with 07123456 as a mobile phone number then I’ll try to create a second one test2 with the same mobile phone.

contact1

When trying to save my contact2 record I get the following popup which means that the duplication detection rule has been triggered

popup

You can choose to Ignore and Save so in this case contact 2 is saved with the same value in mobile phone number field as contact 1, otherwise you can cancel and get back to the record and update it with a different mobile phone number.

 

 

How to hide Posts feed in social pane?

This is a quick tip to show you how to disable Posts Feed in social pane in Dynamics 365.

All you need to do is to go to Settings==>”Activity Feeds Configuration” open the record for which you want to disable posts feed and uncheck the box “Enable walls for this type of record form”. The following screenshot is an example for the account entity.

disablepostsfeed

PS: You can also perform a mass edit by selecting multiple entities.

How To Set Date Format at Organization or User Level

This is a quick tip to show you how to set date format in Dynamics 365 (CRM) at both levels: User and Organization.

Organization Level:

This sets the default date format for the whole org.

Navigate to Settings->Administration and open System Settings.

capture 1

Go to Formats tab and click Customize then choose your preferred format

capture 2

User Level:

Users can also choose their preferred date format in the Format tab in their personal options.

capture 3

 

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