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Dynamics 365 TechTalk: Unified Admin Experience for Finance and Operations

Jul 22, 2024

Dynamics 365 TechTalk: Unified Admin Experience for Finance and Operations

Date:

Speakers

  • Moderator: Andreea Bunduc
  • Presenters: Lane Swenka, Saurabh Kuchhal

Series Overview

  • Today's focus: Admin experience for F&O
  • Next sessions: Developer environment experiences, Build & release management

Agenda

  1. Power Platform Admin Center (PPAC) Overview
  2. Licenses, Roles, Permissions
  3. Environment and Application Management
  4. Q&A

Power Platform Admin Center (PPAC) Overview

  • Unified Admin Experience: Shift from Lifecycle Services (LCS) to PPAC
  • Environment as a Container: Multiple apps (e.g., D365 Sales, Power Apps) in one environment
  • Notifications: Critical alerts and feature updates
  • Tenant-Level Actions: Simplified management across multiple environments
  • Advisor Tab: AI-powered recommendations for performance and cleanup
  • Billing Section: License utilization, intelligent recommendations
  • Resources: Storage management for Dataverse and F&O
  • Help and Support: Known issues, ticket creation, service health
  • Policies: Governance and security; control connector usage, data policies

Automation and Tools

  • Power Platform API: Aggregated APIs for environment management
  • Powershell & CLI: Automation tools for admins and developers
  • Connectors: Flow and Logic Apps support
  • Service Principles: Use encouraged for automated workflows

Licenses, Roles, Permissions

  • Environment Creation: Controlled through tenant settings
  • Service Level Administrators: Roles like Dynamics 365 admin, Power Platform admin
  • Environment Admin Role: Admin control over specific environments
  • Templates: Facilitate quick environment setup with predefined components
  • Capacity: Based on gigabytes, simplifies new environment creation

Environment Management

  • Creation: Easier in PPAC with UI and Powershell for automation
  • Trial Environments: Pre-subscription based, deployable via marketplace
  • Copying Environments: Full and transaction-less copies available
  • Administration Mode: Maintenance mode akin to LCS
  • Backups and Recovery: System and manual backups, timestamp annotation
  • Deleting Environments: User-friendly process with recently deleted list

Application Management

  • App Installation: F&O app installation on Dataverse environments
  • Service Updates: Manage updates through provisioning apps
  • Add-ins: Installation via PPAC

Q&A Highlights

  • Capacity and Performance: Same performance across environments, tiering concept removed
  • Development: Visual Studio connects to cloud-hosted environments
  • Partner Access: Through partner center with delegated admin requests
  • Environment Monitoring: Application insights for real-time telemetry
  • Future Roadmap: Continued improvements and communication on transition from LCS to PPAC

Resources

Full transcript