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{New} Block unmanaged customizations in Dynamics 365 CE

uk365guy

Hello Everyone,

Today I am going to share my thoughts on new feature “Block Unmanaged Customizatios in Dynamics 365 CE(Preview)”.

Let’s get’s started.

The Block unmanaged customizations feature in Dynamics 365 allows system administrators to control unmanaged customizations within Dataverse environments.

When this setting is enabled, the following operations are blocked for the environment:

You can enable from Environment settings > Feature

1. Import of unmanaged solutions: You won’t be able to import unmanaged solutions into the environment.

2. Creation of new solution components: This includes apps, tables and other customizations.

By enabling this feature, you can reduce the impact of unmanaged customizations in production environments. If you encounter any issues related to applying changes in a new version of a managed solution, consider reviewing the customizations and their impact on the environment.

Keep in mind that documentation explaining which specific customizations prevent certain changes may not be readily available, but experimenting with the “Overwrite unmanaged customizations” option might help your desired outcome.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365Days

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{How to} send an email to specific list of customers instead of creating new segments in dynamics 365 marketing real time marketing

uk365guy

Hello Everyone,

Today I am going to show how to send email without creating segmentation on Dynamics 365 Marketing.

Let’s get’s started.

Suppose you have a requirement to send urgent email to group of contacts and you don’t want to create a segment.

Then how do you do that?

Certainly! In Dynamics 365 Customer Insights – Journeys, you can use the “SEND NOW” feature to quickly send an email to specific recipients without creating new segments. Here’s how:

1. Create a Marketing Email Message:

Does your email message as usual, ensuring that you include all the requried elements(such as a subject and a name) and set all necessary fields.

Save the message with an appropriate name.

2. Use the Quick Send Feature:

Once your email message is ready, select ” SEND NOW”.

Dynamics 365 Customer Insights – Journeys will automatically create a static segment containing your selected contacts. The segement will have the same name as your email message.

Simultaneously, a customer journey will be preconfigured to send your message to that segment.

The Journey starts sending immediately.

3. Limitations of Quick Send:

You can send to a maximum of 30 contacts, selected one at a time(similar to a static segment).

Your message can include dynamic expressions, but you can’t use relations (only one hop in Dynamic expressions).

Ensure your message passes the standard error check, including all required content(subject, subscription-center link, physical post address, valid to/from addresses).

Remember, this feature is ideal for quick emails to specific recipients, bypassing the complexities of full-fledged campaigns. Both the generated segement and Journey will bear the same name as your email message.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} disable empty address record creation in Dynamics 365

uk365guy

Hello Everyone,

Today I am going to show how to disable empty address record creation in Dynamics 365.

Let’s get’s started.

Normally we can create a Account, Contact, or Lead etc without address columns filled in.

If you want to disable records being created without address columns filled in then continue reading this blog post.

Login into Power Platform Admin Center.

Go to settings and Features;

No empty address record will be created if create payload does not contain address info. This will ONLY take effect on 3 tables:

Account

Contact

Lead

it will NOT affect any other tables behavior.

That’s it for today.

I hope this helps,

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Maker and Admins can see App description from app lists view Power Platform

uk365guy

Hello Everyone,

Today I am going to show how to see the description of the app from app lists view on Power Platform Maker Portal.

Let’s get’s started.

In the Power Apps environment, both makers and admins can now view their apps in a card format.
When managing a large number of resources within an organization, administrators no longer need to open each app individually to understand its functionality.

Instead, they can quickly get an overview of all their apps in one place.

Here are the key details:

1. Card View: Makers and Admins can see a card view of their apps in the Maker Portal. This format provides a concise summary of each app.

2. Description: Apps that don’t have description will have one automatically generated using AI(in managed environments within the US region).

These descriptions, whether AI-generated or set by the maker, are now visible in the card view. This
feature helps end-users easily understand what each app does without having to guess based on the app name or launch it.

So whether you’re a maker or an admin, you’ll find it easier to navigate and manage your apps with these environments.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the difference between Standard and Elastic tables in Dataverse?

uk365guy

Hello Everyone,

Today I am going share my thoughts on the Elastic vs Standard Table in Dynamics 365.

Let’s get’s started.

Certainly! In Dynamics 365, let’s explore the difference between Elastic tables and Standard tables in Dataverse.

1. Standard Tables:

Included with Power Platform: Standard tables, also known as out of box tables, come pre-defined within a Power Platform environment that includes Microsoft Dataverse.

Examples: Some common standard tables include Account, Business Unit, Contact and User tables.

Customization: Most standard tables can be customized to suit your specific needs.

Managed Solution Import: Tables imported as part of a managed solution and set as customizable also appear as standard tables.

Activity Tables: These are a special type of standard table, best suited for rows related to activities(e.g appointment, tasks, emails).

Ownership: Standard tables can be owned by users or teams.

2. Elastic Tables:

Managed by Dataverse: Elastic tables are managed by Microsoft Dataverse.

Azure Cosmos DB: They share the same user experience and API as standard tables but have unique features powered by Azure Cosmos DB.

Large Datasets: Elastic tables are designed for storing very large datasets, often exceeding tens of millions of rows.

Behind the scenes: While standard tables are stored in an Azure SQL database, elastic tables use Cosmos DB.

Benefits: Elastic tables offer benefits like scalability, flexibility, and global distribution.

Limitation: However, they come with some limitations due to their underlying technology.

In summary, choose standard tables for strong data consistency, relational modeling and complex joins. Elastic tables are ideal for handling massive datasets while leveraging the power of Azure Cosmos DB.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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