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Improve first-run experience with scripts

Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Microsoft Cloud for Retail. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Dec 1, 2023 Mar 1, 2024

Business value

Establishing a frontline operational hierarchy plays a crucial role in enhancing the effective management of tasks related to store operations. The synchronization setup with Microsoft Teams aims to optimize this hierarchy, ensuring a seamless integration that facilitates improved task management.

This feature empowers retailers to establish a frontline operational hierarchy seamlessly integrated with the organization's frontline teams and locations structure in the Teams admin center. It represents a pioneering instance of integrating Microsoft Teams and a Power Apps frontline app such as Store Operations Assist in a unified, cohesive system.

Feature details

With this feature, you can:

  • Assign the security role required for store employees to access Store Operations Assist.

  • Associate store employee's time zone with the store's time zone. As a result, tasks are published to the store's local time zone.

  • Update a store's parent node (for example, district) in Teams, if the parent node is updated in input file.

PowerShell scripts can be used as one time operation to replicate the hierarchy from Teams to Dataverse (Store Operations Assist) and for periodic synchronization of teams and users. When you execute these scripts, the inherent logic extracts user and team details from Microsoft Entra, while the hierarchy is derived from Teams. This streamlined process significantly simplifies user management, consolidating it into a singular platform – Microsoft Teams.

With these scripts, you have the capability to:

  • Create Business Units and Teams in Dataverse based on a Team targeting hierarchy CSV file.

  • Dynamically derive users from Microsoft Teams, for example, store.

Dynamically add a new user in a store (team) to the business unit (store) in Store Operations Assist.

See also

Sync setup with Microsoft Teams (docs)