Thoughts & musings from a Dynamics 365 Ninja!
Having a great chat with Geetha on cooking, gardening, & the ‘wonders’ of customer security requirements. Obviously security is important, but when it’s enforced in the wrong way, it can have VERY unintented consequences!
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It’s been a little while since I’ve previously blogged around developing customer solutions and the Microsoft Specialisations. Since I spoke about it last year (Apps & Microsoft Partner Specialisations) the landscape has moved on a little, and I thought that it would be good to take a look again at it.
Currently in the Business Applications space, there’s a single specialisation. This is the ‘Microsoft Low Code Application Development Advanced Specialisation’, which is covered in detail at the Microsoft page for it (Microsoft Low Code Application Development Advanced Specialization).
In essence, this specialisation is aimed at partners who are developing Power Apps (yes, this is specifically aimed at Power Apps), and has been around for a year or so.
In order for Microsoft to track the qualifying metrics against this specialisation, it’s very important to carry out the PAL (Partner Attach Link) process. The details of how to do this is in my earlier post, which includes some of my thoughts at the time around how a partner should best implement the procedure.
Since then, my blog post has gained a good amount of traction, and several Microsoft partners have engaged with me directly to understand this better, and to implement the process into their project playbook. I’m really delighted at having been able to help others understand the process, and the reasoning behind it.
Now that’s all good for a partner who is staying in place at a customer. However there are multiple scenarios that can differ from this. Examples of this are:
Now, there’s really a single answer to all of the above scenarios, but it’s a matter of how to go about implementing this properly. Let me explain.
Originally, all developers would register PAL, and this would then be tracked through the environment cadence, and associated appropriately to the partner. This would be from the developers having been the creators of the apps.
This has now changed a little bit. Microsoft now recognises the capabilities of PAL using both the Owner of the app, as well as any Co-Owners of the app. This is a little more subtle, so let’s explain this in some detail.
It is possible, of course, to change the owner of an app. More commonly, however, is the practice of adding co-owner/s to an app (I always recommend this as best practice actually, to remove key-person responsibility risks).
Note: Changing the actual owner of an app requires the usage of a PowerShell command
So what happens now is that Microsoft will track the owners/co-owners of any app that’s deployed, and PAL association will flow through this. But there are a couple of caveats which it’s important to be very aware of!
Now if a customer adds co-owners to an app, this shouldn’t be an issue (as none of the users would have registered PAL). But if there are multiple partners in place, ONLY THE LATEST ONE WILL BE RECOGNISED.
Therefore to take the three scenarios above, let’s see how this would apply.
It’s also important for both partners & customers to understand this, in the wider context of being careful about app ownership, and the recognition that it brings from Microsoft for partners delivering solutions. If a partner would go into a customer, and suddenly start taking ownership of apps that it’s not involved in, I don’t think that Microsoft would be very approving of it.
Now, all of the above is in relation to Power Apps specifically, as I’ve noted. However, the PAL article was updated last week (located at Link a partner ID to your Power Platform and Dynamics Customer Insights accounts with your Azure credentials | Microsoft Docs) and also interestingly talks about:
Reading between the lines here, I think that we’re going to be seeing more advanced specialisations coming out at some point. Either that, or else partner status will be including these as well, as I can’t think of any other reason why PAL would need to be tracked for these as well! I’m also wondering if other capabilities (eg Power Virtual Agents, Power Pages, etc) will be added at some point as well…
Have you had any challenges with the PAL process? Is there anything more you’d like to find out about it? Drop a comment below, and I’ll do my best to respond!
Discovering with Peter how he got into yoga initially, upgrading customers to the latest technologies, & the importance of focusing on the positives during projects!
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Talking to Justin about his love of Jeeping (some REALLY cool things that he gets involved in), & why it’s SO important to keep the BIG PICTURE in mind for projects!
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Chatting to Paul Slade as to why he decided to start training on an Army Medic course, recognising technology limitations, & the importance of our relationships with vendors for projects!
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Finding out from Mat as to how he got into social media creation, his time in Army training, and how the challenges along the way have taken him to where he is now!
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DLP (or Data Loss Prevention) is a very important capability in the Power Platform. With being able to bring together multiple data sources, both within the Microsoft technology stack as well as from other providers gives users amazing capabilities.
However with such great capabilities comes great responsibility. Of course, we trust users to be able to make proper judgements as to how different data sources can be used together. But certain industries require proper auditing around this, and so being able to specify DLP policies are extremely important to any governance team.
Being able to set how data connectors can be used together (or, in the reverse, not used together) across both Power Apps as well as Power Automate flows is imperative in any modern organisation.
To date, Power Platform DLP capabilities have existed that allow us to be able to categorise connectors (whether Microsoft provided or custom) into three categories. These categories specify how the connectors are able to function – they’re able to work with other connections that are in the same category group, but cannot work with connectors that are in a different category group.
So for example, it’s been possible to allow a user to create a Power App or a Power Automate flow that interacts with data from Dataverse, but cannot interact with Twitter (in the same app or flow).
With this approach, it’s possible to create multiple DLP policies, and ‘layer’ them as needed (much like baking a 7 layer cake!) to give the functionality required per environment (or also at the tenant level).
Now this has been great, but what has been missing has been the ability to be more granular in the approach to this. What about if we need to read data from Twitter, but just push data out to Twitter?
Well, Microsoft has now iterated on the DLP functionality available! It’s important to note that this is per connector, and will depend on the capabilities of the connector. What we’re now able to do is to control the specific actions that are contained within a connector, and either allow or not allow them to be able to be utilised.
Let’s take the Twitter connector as an example:
We’re able to see all of the actions that the connector is capable of (the scroll bar on the side is a nice touch for connectors that have too many actions to fit on a single screen!). We’re then able to toggle each one to either allow or disallow it.
What’s also really nice are the options for new connector capabilities.
This follows in the footsteps of handling connectors overall – we’re able to specify which grouping they should come under (ie Business, Non-Business, or Blocked). As new connectors are released by Microsoft, we don’t need to worry that users will automatically get access to them.
So too with new actions being released for existing connectors (that we’ve already classified). We’re able to set whether we want them to be automatically allow, or automatically blocked. This means that we don’t need to be worried that suddenly a new connector action will be available for users to use, that they perhaps should not be using.
From my perspective, I think that any organisation that’s blocking one or more action capabilities for a connector will want this to be blocked by default, just to ensure that everything remains secure until they confirm whether the action should be allowed or not.
So I’m really pleased about this. The question did cross my mind as to whether it would be nice to be able to specify this on a per environment basis when creating a tenant-level policy, but I guess that this would be handled by creating multiple policies. The only issue I could see around this would be the number of policies that could need to be handled, and ensuring that they’re named properly!
Have you ever wanted these capabilities? How have you managed until now, and how do you think you’ll roll this out going forward? Drop a comment below – I’d love to hear!
Chatting to Robin to find out how he got to love mountain biking, a recent biking episode, & what happened when a last-minute finance app was deployed using SharePoint lists as the datasource!
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Talking to Roma about gardening in a small space, touching on pigeons, and delving into MDM. No, it’s not Master Data Management, it’s Dynamics 365 Marking 1.0!
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Interesting title to start a blog post with, right? I can’t tell you how much I tried to work out what to call this, but then I figured that I’d just put at a high level what I’m going to be talking about!
So let’s start at the beginning. Environments within Dataverse. An environment is essentially a container for all sorts of different components, such as data models, apps, code, etc.
Within the Power Platform, there are different types of environments. As a quick recap, currently we have the following:
Now, sandbox & production environments are automatically backed up – backups occur continuously, using Azure SQL Databases underneath. It’s also possible to create a manual backup instance of an environment as well, which usually takes a few seconds to carry out (restoring a backup, on the other hand, takes quite a bit longer…).
When restoring an environment, it’s not possible to restore to a production environment (though the backup could be from a production environment). It’s only possible to restore the backup to a sandbox environment – you’d then need to promote the environment from sandbox to production.
Let’s move away from backups for a moment. When we create an environment, we have the ability to select that the environment should be enabled for Dynamics 365:
This is actually a REALLY IMPORTANT CONSIDERATION! At this point in time, it’s not possible to update from a Power Platform Dataverse environment to then bring in Dynamics 365 capabilities. What this means is that if an organisation starts with just Power Apps, and then wants to expand into using Dynamics 365, IT’S NOT POSSIBLE TO DO THIS NATIVELY. Even Microsoft Support can’t do anything around this – you’d need to create a new environment, enable it for Dynamics 365, and then restore a backup to it.
It’s something that a lot of us would like be in place, but we’re not sure if it’ll ever come about. This is a tweet of mine from 2019 that Charles Lamanna responded to (I was SO thrilled that he actually responded to me!!):
However, it’s still not in place. As a result, we recommend to all clients that when they deploy a Dataverse environment, they toggle the switch above (Note: A Dynamics 365 license is NOT needed to toggle this). Once this has been toggled (without deploying any of the Dynamics 365 apps), the Dynamics 365 apps and functionality can be installed/deployed at a later point in time.
There are actually various capabilities, such as the Data Export Service (yes, I know it’s now been deprecated) that actually relied on having the environment enabled as a Dynamics 365 environment in order to work. We found this out the hard way at a client, and had to do an overnight environment re-build to get the capabilities in place.
But there’s one other thing to consider around the differences between a native Dataverse environment, and an environment which has been enabled for Dynamics 365. This is around backups.
Now, backups are of course very important (thankfully they now occur automatically, as mentioned above – I remember my onpremise days when needing to run these manually!). But there are also some important differences for backup behaviour when it comes to environment types. See, it turns out that environments aren’t actually equal in backup behaviour. This is what actually happens:
See that? Having Dynamics 365 enabled for an environment gives you FOUR TIMES as much backup retention time! That’s incredible!
So not only are you able to then upgrade to Dynamics 365 applications at a later date, you then also have more peace of mind (hopefully you don’t need to use it though!) around keeping backups for longer.
This is really cool – I hope it helps you plan your environment implementation strategy! Have you ever come up against issues when using environments, or the type/s of environment? Drop a comment below – I’d love to hear!