1) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Login to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal crmoln2@microsoft.com

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below.

Step 6: By default, "contains data" Operator will be selected, which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

2) Is there any provision to attach/associate a newly created plan to existing ones?

Yes, it is possible to attach a plan to existing records by using our action through Power Automate Flow or OOB workflow. Below are the steps for the same:

OOB Workflow:

Step 1: Firstly, you need to create a workflow in Dynamics 365 and select our Business Process Checklist automation assembly, as can be seen below.

We recommend you run this flow on demand because this will prevent attaching new plans again and again. Give the appropriate name to the step.

Step 2: After this, select perform action from the “Add step.”

Look for action, namely “ikl_CreateRecordPlans.”

The entity will be “None (Global)”. Click on Set Properties.

Step 3: Fill the appropriate values in the field. “LogicalName” will be the entity’s logical name to which you have to attach the plan. In our case, it is Account so we have entered "account,” which is the logical name of the Account entity. “PlanId” (you can get that from the URL of the plan record) will be the Plan’s ID, which is going to be attached to the records. For "RecordId,” you can select the output from the previous step as shown below.

After following the steps, save the workflow and activate it.

Power Automate Flow:

You can select the trigger point at your convenience. After this, add action -> Microsoft Dataverse -> Perform an unbound action. Fill in the appropriate values in the fields, as shown below.

For any queries, reach out to us at crm@inogic.com

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