{How to} what is the impact of Delegated Email Approver security role in Dynamics 365 Customer Engagement }

Hello Everyone,

Today i am going to show when, how and why we need to give "Delegated Email Approver" security role to the system administrator to approve email for active mailbox.

Suppose you have a requirement to enable Dynamics 365 App for Outlook to the Dynamics 365 user, for that you need to approve the email for that user..

As a system administrator you login into Dynamics 365 Customer Engagement  and Advanced Settings  

> Administration > Email Configuration 

> Click on the Mailbox 

Then you can see active mailboxes, select the mailbox you want to approve as you can see below screenshot and highlighted, click on the "Approve Email" 

Then you will get the below error message saying only "Global Administrator or Exchange Administrator" roles can approve the email.

Solution: As system administrator can't approve email because of unassigned the " Delegated Email Approver" security role.

This role is only assign by either Global Administrator or Exchange Administrators only, system administrator can't assign  Delegated Email Approver" security role by himself or herself.

So Global Admin should assign the  Delegated Email Approver" security role to the system admin to perform the " Approve email" on Dynamics 365 to continue with the configuration of Dynamics 365 App for Outlook.

I hope this helps.

Malla Reddy {aka @UK365GUY }

{Power Platform & Dynamics 365 Dataverse Storage Capacity Allocation - Overage Enforcement}

Hello Everyone,

Today i am going to show how the storage capacity allocated in Dataverse.

So let's gets started.

Brief discription about the dataverse storage capacity:

All tables of dataverse, including system tables are included in the storage capacity reports.

1) Storage Capacity Usage:

    - File & Database : Tables store in File and Database storage are Attachment, AnnotationBase, Any custom tables or OOTB tables with datatypes file or image(full size).

- Any table that is used by one or more installed Insights applications & end in analytics.

- WebresourceBase

- RibbonClientMetadataBase

2) Log: The following tables are used - AuditBase, PlugintraceBase.

3) Database Only: All other tables are counted for your database including the dataverse search index.

Storage Capacity by source:

  - Org(tenant) default: The default capacity given at the time of sign up.

  - User Licenses: Additional capacity added for every user licenses purchased.

  - Additional Storage: Any Additional storage you bought.

  - Total: Total Storage available.

  - View Self Service Sources: See view self-service license amounts & storage capacity.

Top Storage usage by environment: The environment that consume the most capacity.

Add-ons: Your organisation's add-ons details: See view capacity add ons in power platform admin center.

Note: The actual files such as PDF(or any other file attachment type) are stored in the file storage. However, certain attributes needed to access the files are stored in the database as well.

Example: Database Overage enforcement 

Scenario 1: 

Type             Entitled              Consumed

Database        100GB                110GB

Log                   10GB                   5GB

File                 400GB                200GB

This above tenant is 10GB Over in database, despite having 200GB excess file storage, the tenant considered to be in deficit, so either needs to free up storage or buy additional capacity.

Example:  Log storage is over capacity, Overage enforcement.

Scenario 2:

Type                Entitled                  Consumed

Database           100GB                    95GB

Log                    10GB                      20GB

File                   400GB                    200GB

This above tenant is 10GB over in Log usage, Should free up storage or purchase more capacity.

Example: File storage in over capacity, Overage enforcement

Scenario 3: 

Type                Entitled                    Consumed

Database           100GB                        20GB

Log                     10GB                        5GB

File                    200GB                       290GB

The above tenant is 90GB over in file usage, despite having 85GB available (80GB database + 5GB log) in storage capacity, the tenant is considered to be in deficit, this tenant should free up storage or purchase more capacity.

Example: Storage capacity scenario - "No Overage"

Scenario 4:   Log storage is over capacity

Type                    Entitled                         Consumed

Database                100GB                            80GB

Log                          10GB                            20GB

File                        400GB                           200GB

This above tenant is 10GB over in log usage, but has 20GB available in database capacity. Therefore,  the tenant isn't in deficit.

Note: That file storage excess entitlement, can not be used to compensate deficit in log or database storage.

Hope this helps.

aka UK365GUY

{How to send email based on Phone Call Subject and Outcome fields using email template Dynamics 365 for Customer Service Hub}

Hello Everyone,

Hope everyone doing well.

Apologies for a big in blogging after long time.

Today we are going to see use caAse scenario.

Suppose i have a requirement where you want to send an email based on case table, phone call activity "subject and outcome" columns values.

Behind the scene an email template will be triggered based on the "Subject and Outcome" values.

Without further a do.. lets gets started.

Go to Phonecall and create an "Outcome" as optionset with values as " No Contact Made" "Left Voicemail". Place the field on the Quick Create form and publish the form and solution too.

Then 

Create a Workflow: on Phone call 

Condition: Subject: "STD Initial Call" or "More information required"

and Outcome: "Left Voicemail" or "No contact made"

AND 

send an email using "Email Template"

Template is on Case and 

Go to Active Cases and Click on "+" activities area and select the phonecall and fill in the "subject and Outcome " fields and save the phonecall record.

You will see email will be triggerred:

I hope this helps.

Malla reddy(aka UK365GUY)

{How to get Power Apps Per User Plan Licensing }

Hello Everyone,

Today i am going to show how to get power apps per user licensing plan.

Let's gets started.

Go to Power Apps Licensing page from here

Choose the plan which is suitable for your business needs.

So in this example i am going to show to get free trial.

Select second option Per user plan $20 click on "Try Free".

From above step you can create new account plan or add to existing Microsoft Tenant account provided you have global administrator rights.

I have created brand new account here you can see the new power apps user plan trail.

Now we look at how to get power app (run one app per user): is just under $5 per user/month

This is useful when there is a requirement to run their own Power App for each user, also it gives fiexibility to stack the license as and when required.

In order to get this licesening plan you would need a global admin rights or billing admin rights on the Microsoft 365 Tenant.

I hope this helps

Malla Reddy(aka UK365GUY)

 

 

{New Solution Explorer Search feature in power platform }

Hello Everyone,

Today i am going to share new feature which is available on Power Platform from  here 

With this new feature user can check what is in there in terms of Apps, cloud flows, chatbots, security roles, tables.

Also we can find out the history of the solution by clicking on the history, then we will get displayed all the details of the solution deployment.

Finally we can nice view of the solution overview.

Hope this helps.

Malla reddy(aka UK365GUY)

Power Platform enthusiast must read documents

Hello Everyone,

Its been a while i am away from blogging.

Here i am today.

Everyone who are interested in learning Power Platform then the following documents are a must read once.

There are two documents:

1. Implementation Guide SUCCESS BY DESIGN Here

This document explains about how to approach a Power Platform projects and what are the steps needs to be followed.

2. Power Apps Creators Guide Here

This document will guide on how to leverage digital culture across the organisation.

I hope this helps

Malla Reddy aka UK365GUY

{How to enable add products on order table Dynamics 365 Sales}

Hello Everyone,

Suppose there is a scenario to add multiple products on sales order. How do you do that?

Lets gets started.

Login into your Dynamics 365 Sales Hub and then left bottom cornor change to App Settings and then click on PRODUCT CATALOG SETTINGS and toggle the "Adding Products" to enabled.
 

Then you should be able to add multiple products just a click of a button.

Hope this helps.

Malla Reddy(aka UK365GUY)