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Featured News

Dynamics 365 model-driven apps: April 2020 release wave updates

The Model-driven apps April release wave has many exciting end user productivity enhancements you can try out and start to take advantage of now for your model-driven apps.

To learn how to opt-in your environment into the April release wave see this page.

Check out some of the few enhancements that will increase productivity for your end users:

Save in the command bar:

  • End users wanted to make sure items were saving even when auto-save was enabled.
  • We updated the command bar to include Save along with Save & Close when an end user is editing a record.
  • Save is always visible in the command bar.

Open a main record in a dialog:

  • Using the Main Form Dialog (MFD) end users no longer need to navigate away from a main form.
  • You can now open a related record entity on a parent or base form without requiring the user to navigate away, your end users can stay in context and edit an existing record or create a new one. 
  • The record will open in a modal dialog and end users will have access to the command bar, header and tabs that you defined for the records main form.

Grid filtering and searching:

  • We have made it simple for end users to filter the grid they are on and search for records within that view without having to leave.
  • Many new filtering options are available out of the box for each column type. 
  • Lookup columns have additional ways to filter them that end users have been asking for.
  • Searching for records on a grid is more intuitive with the current view definition honored when performing search.
  • The Search this view capability on the grid now applies the current view conditions and then searches on the fields that are configured in the quick find view definition.

We also have a list of the Power Apps early access features And Dynamics 365 apps early access features.

For more details, see this page on Microsoft PowerApps blog.

Upcoming event: Microsoft Business Applications Summit this May (May 6–7, 2020)

Why you should go:

  • See what’s new from the tools you use every day like Microsoft Dynamics 365, Power Platform, and more and find out how they work together to help you make better decisions.
  • Meet up with other power users, analysts, and technical architects in real life while learning and working side-by-side.
  • Get insider tips and tricks straight from the engineers who built the apps.
  • Level up your knowledge base with expert-led workshops and find out how to turn your expertise into better results for your business.
  • Plus, hear from Microsoft leadership in our opening and closing keynotes.

How much does it cost?

  • Check out the event website for pricing information on the full conference pass.
  • Register today for Microsoft Business Applications Summit to see how data and insights can change everything.

Dynamics 365 model-driven apps:

Old Common Data Service environment URL redirector service is deprecated

  • When you access your Common Data Service environment for the first time or every time after you have signed out from a prior session, you are directed to Azure AD for signing in. In the sign-in page URL, it contains a set of internal values/codes that include a link to the URL redirector service. Upon successful login, the URL redirector service directs you to your Common Data Service environment.
  • The old URL redirector service was replaced in September 2019 with the new one.
  • The old URL redirector service is deprecated and will be removed on March 31, 2020.
  • This change will impact you if you have created a bookmark of the sign-in page before September 2019 that contained the link to the old URL redirector service.
  • The users impacted by this change will see a notification starting February 17, 2020 with instructions to resolve the issue. For detailed information about this issue and how to resolve it, see this support article.

More information on the deprecation can be found on this page of Dynamics Microsoft docs.

Dynamics 365 model-driven apps:

Deprecation of Office365 authentication type and OrganizationServiceProxy class for connecting to Common Data Service

  • Effective Feb 4, 2020, the WS-Trust authentication type that is used by custom clients to connect to Common Data Service is deprecated.
  • This change affects applications that utilize Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy and Microsoft.Xrm.Tooling.Connector.CrmServiceClient classes for the authentication type of “Office365”
  • If customers do not have Survey Response data of concern, they can proceed with uninstalling the solution manually.
  • We are making this change to remove a security protocol (WS-Trust) that is inherently insecure by current encryption standards.

To allow for transition of customers and partner applications:

  • Effective April 2021, we intend to retire this authentication protocol for all new environments.
  • Effective April 2022, the authentication protocol will be retired for all new and existing environments.

Find more documentation on  Use of Office365 authentication with the WS-Trust security protocol here.

More information on the deprecation can be found on this page of Dynamics Microsoft docs.

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Updates & Releases

Microsoft Dynamics 365 Online Release

For the latest Microsoft Dynamics 365 release notes, visit Released Versions of Dynamics 365 for Customer Engagement.

Note: Service Update naming convention has been revised to clarify the link between the version number and Service Update number. For example, Service Update 147 will now correspond to version number 147xx. Occasionally a Service Update will be canceled, and all associated fixes will be rolled into a subsequent Service Update. For this reason, Service Update numbers may not always increase incrementally.

The Service Updates for Dynamics 365 online version 9.1 are now available in some regions and coming soon to others.

To determine which version your organization has applied, check your Microsoft Dynamics 365 Online version number.

Click the gear icon in the upper-right corner, then click About.

Service Update 147 ( higher) resolved issues including:

  • Outlook: After untracking and deleting an appointment, the appointment was still visible in the calendar.
  • Platform Services:
    • Extra scroll bars appeared unexpectedly on account forms, and the final record in the subgrid was cut off.
    • Web API queries with filters could not be used in conjunction with “groupby” functions.
  • Unified Interface:
    • Adding a welcome page to an app module and then saving the change resulted in the page disappearing.
    • When performing an advanced find, selecting a “many to many” relationship and applying a filter resulted in an error.

Service Update 144 ( or higher) resolved issues including:

  • Platform Services:
    • An application utilizing Dynamics 365 experienced slow API calls. *
    • Quick find searches could not be performed for custom entity records.
    • Incoming emails with attachments larger than 10MB did not synchronize to Dynamics 365.
  • Unified Interface:
    • After setting the “Personal” view as default, the “Active Accounts” view displayed by default instead.
    • When a search was performed using a string with a wildcard as its first character, the last character was unexpectedly removed.

Service Update 141 ( or higher) resolved issues including:

  • Outlook:
    • The task due date could not be entered in the Quick Create form.
  • Platform Services :
    • Workflows containing the trigger “Does not contain ‘test’” did not execute.*
    • When capturing a new lead in CRM, the workflow stopped sending notifications that a lead was created.
  • Unified Interface :
    • The command bar did not load for some entities (Account, Contact, and Custom).*
    • Dashboards could not be viewed within the Dashboards page.

Microsoft Dynamics 365 On-premise Updates

The Service Updates for Dynamics 365 on-premise version 8.2 and 9.0 are now available in some regions and coming soon to others. These cumulative update rollups include all the hotfixes that were released for limited distribution.

Cumulative updates available for Microsoft Dynamics CRM 9.0

Service Update 0.13 ( February 2020) resolved issues including:

  • Sales:
    • A workflow or plug-in was not triggered when creating a Document Creation record.*
    • The Opportunity Activity Timeline did not capture “Close as Lost/won” activities.

Cumulative updates available for Microsoft Dynamics 365 8.2

Service Update 2.15  ( February 2020) resolved issues including:

  • Unified Interface:
    • Bar charts sorted with respect to the Y-axis instead of the X-axis.
    • The “+” button on the Members sub-grid was not fully visible when the language setting was changed to Hebrew.

Portal Capabilities for Microsoft Dynamics 365 Releases

Version Check and Upgrade Information

  • To determine the version of a particular portal deployment, please reference to this KB #3166126.
  • For instructions on how to upgrade the solutions within Dynamics 365 when a newer version is available, please reference to this KB #3192042.

Latest Portal Capabilities Update

  • The Latest Portal capabilities Power Apps Portals Version 9.2.2.x (February 2020) for Microsoft Dynamics 365 is in Early Upgrade phase.
  • This article describes the features and enhancements that were included in this update, as well as the scope of the release. For a full list of all portal updates released to date and their corresponding KB articles, please reference this KB article.

The latest Portal host Version 9.2.2.x resolves the following issues and more:

  • Portal Timeline control doesn’t honor “Allow multiple files" option on Entity form and only allows a single file to be uploaded at a time. After this change, Portal Timeline control will honor the setting and will enable multiple files to be uploaded at once.
  • Webform progress indicator is not properly aligned when positioned on left side of the form.

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Additional News

Power Apps: AI Builder February 2020 update

The February update to AI Builder adds even more capabilities for makers, including:

  • Simplified Object Detection wizard
    • You can now enter object names manually to train your object detection models.
    • This mode of entry is shown by default.
  • New fields recognized with Business Card Reader
    • New fields are now available in Business Card Reader. You can extract the Post Office Box and the State fields from addresses detected on business cards in Power Apps and Power Automate.
  • Updates to AI Builder in the Power Apps canvas studio:
    • Styling and control reset: You can now style all AI Builder components in your canvas apps using the color and border pickers, as well as configure the text properties easily in the property panel. The components also implement the Reset action, which allows you to clean up images and output properties on demand.
    • Interact with detected text in Text Recognizer
    • Confidence scores and bounding boxes in Form Processor and Object Detector
      • Note: Some of the Power Apps canvas studio improvements will be available in April.
  • Introducing AI Builder flow templates: To make it easier to use your AI models in Power Automate, we have added new AI Builder flow templates that you can start using today!

For more details read this page on Dynamics PowerApps blog.

Power Automate: Optimizing custom connectors through enhanced built-in validations

We are optimizing custom connectors through enhanced validations.

Improving custom connectors success:

  • Custom connectors enable automation experts and developers to add their own customized actions and triggers within the flow designer.
  • We are providing enhanced connector validations to raise awareness of connector standards, and to enable those making custom connectors to resolve errors and/or problematic configurations which would impact flows running with that connector.

Learn more on custom connectors and Power Automate here.

Validation for built-in connectors:

  • We began testing and refining connector validation early in 2019, refining our own connectors and setting an example in the same best practices we would recommend to our customers who are designing custom connectors as well
  • See full list here

Expected impacts to your service:

  • We do not expect that these validations will impact any of your flow runs.
  • Enhanced connector validation does not break any flows which are active and running today.
  • We recommend the following proactive actions to prevent issues which may occur in various operations which are associated with a connector that has been flagged with a validation error.
    • Validate Custom Connectors: Review your custom connectors to be sure that validation has not flagged them with an error. Respond to alerts as needed to remove any validation flags.
    • Report Unexpected Alerts: If you do encounter an unexpected alert on an out-of-box connector, please report these immediately via the community forums (if non-blocking), or through support options, if urgency is required.

For more details read this page on Dynamics PowerApps blog.

Power Automate: Introducing SAP ERP Connector & new connectors updates

Introducing the SAP ERP connector:

  • SAP is one of the largest providers of Enterprise Resource Planning (ERP) software in the market today, handling an enterprise’s business applications like accounting, sales, payroll, finance, production, human resources, etc. We are happy to announce the public preview of a new SAP ERP connector for Power Apps and Power Automate.
  • Check out this post on Power Apps blog to know how to get started with this new connector.

Besides SAP ERP, in the past two months we have added 18 new connectors – bringing the total to 315 connectors.

For more information see this page on Power Automate blog.

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Training Corner

Dynamics 365 App for Outlook Part 10 – Delegate Access

This post is covering the new Delegation support for other users to use the Dynamics 365 App for Outlook on your behalf.

  • If you have attempted this previously within the Dynamics 365 App for Outlook, you may have tried to create an appointment on an Outlook calendar that you are a delegate for and when you go to track this item to Dynamics from a delegated calendar, the Dynamics 365 icon does not appear or is grayed out.
  • Using Outlook’s Delegate Access, you can give someone permission to act on your behalf.
  • For example, you might have an assistant that you want to manage your Calendar for appointments and meeting requests.
  • Some assistants might also monitor a manager's Inbox and send email on her or his behalf.
  • An important note here, that Delegate Access is different than a Shared Calendar.

As of Dynamics 365 Customer Engagements version or higher, Dynamics 365 App for Outlook can be used by delegate users, to track and perform actions on behalf of the primary user whose mailbox and calendar they are managing.

For full details on the delegation scenario expectations, see this page on Dynamics 365 Community.

Power Apps: Log telemetry for your Apps using Azure Application Insights

With your app connected to Azure Applications Insights, you can now begin to gather insightful information to help you drive better business decisions and improve the quality of your apps.

You can know start answering to operational and adoption questions as below:

  • Would you like to know how many people are using your App, where they are accessing it from, what screens are most visited, the devices or browsers that are most popular?
  • Maybe you want to monitor all errors presented to your users, and using this data, get automatically alerted if errors suddenly increase?

For more details, read the documentation on this page on Power Apps blog.

Power Apps: AI Builder prediction now supports related entities and filtering

We’ve updated AI Builder prediction to include:

  • Support for related entities
    • We want AI Builder to work better for the data that you already have in Common Data Service.
    • We’ve added support for adding related entities to be used in training, similar to the way you can add related entities in a view.
    • Currently we only support many-to-one relationships, but we are looking to add more relationship types to support later.
  • Filtering.
    • We’ve added support for filtering, which is applied to both training and prediction.
    • As an example, if I apply a filter to only look at a specific region, then the model will train itself on records where the outcome is known only for that specific region.
    • Once this model is trained, it will only make a prediction for records where the outcome is not known only for the region.

These capabilities give users even more flexibility in model creation.

For examples and more details, see this page on Power Automate blog.

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