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Uptake/rename license configurations #6404

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1f9c041
Renamed license configurations and updated upgrade code
BenPlunk Jan 12, 2026
3566848
Added new function and upgrade tag for plan renames
BenPlunk Jan 28, 2026
6f9d090
Merged PR 39916: Renamed license configurations and updated upgrade code
BenPlunk Feb 3, 2026
229f5d4
Merged PR 39916: Renamed license configurations and updated upgrade code
BenPlunk Feb 3, 2026
ff30775
Updated Plan ID function names
BenPlunk Feb 23, 2026
ce6ab58
Add back and deprecate old functions
BenPlunk Feb 27, 2026
5d3f1d1
Add call to Rename function in upgrade trigger
BenPlunk Feb 27, 2026
1287a74
Update plan name to fit character limit
BenPlunk Feb 27, 2026
8d59a6b
Updated clean tags
BenPlunk Feb 27, 2026
e938195
Merge branch 'uptake/rename-license-configurations' of https://dev.az…
BenPlunk Mar 4, 2026
eea1dd7
Updated plan names match the regular plan names with the new delegate…
BenPlunk Mar 4, 2026
0040471
Resolved string length warning
BenPlunk Apr 23, 2026
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4 changes: 2 additions & 2 deletions src/System Application/App/Azure AD Plan/src/AzureADPlanImpl.Codeunit.al
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Expand Up @@ -667,7 +667,7 @@ codeunit 9018 "Azure AD Plan Impl."
begin
case true of
AzureADGraphUser.IsUserDelegatedAdmin():
PlanId := PlanIds.GetDelegatedAdminPlanId();
PlanId := PlanIds.GetGlobalAdminPlanId();
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Delegated admins are being assigned PlanIds.GetGlobalAdminPlanId() here. GetGlobalAdminPlanId() is the tenant Global Administrator role GUID, not the delegated admin plan GUID (DelegatedAdminGUIDTxt). This will assign the wrong plan to delegated admins and can grant/track the wrong entitlements. Use PlanIds.GetDelegatedGlobalAdminPlanId() for the delegated-admin path.

Suggested change
PlanId := PlanIds.GetGlobalAdminPlanId();
PlanId := PlanIds.GetDelegatedGlobalAdminPlanId();

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AzureADGraphUser.IsUserDelegatedHelpdesk():
PlanId := PlanIds.GetHelpDeskPlanId();
else begin
Expand Down Expand Up @@ -805,7 +805,7 @@ codeunit 9018 "Azure AD Plan Impl."
begin
exit(
IsPlanAssignedToUser(PlanIds.GetGlobalAdminPlanId(), SecurityID)
or IsPlanAssignedToUser(PlanIds.GetDelegatedAdminPlanId(), SecurityID)
or IsPlanAssignedToUser(PlanIds.GetGlobalAdminPlanId(), SecurityID)
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IsUserAdmin now checks GetGlobalAdminPlanId() twice, which makes the second condition redundant and drops the delegated-admin check that previously existed. Replace the duplicate with IsPlanAssignedToUser(PlanIds.GetDelegatedGlobalAdminPlanId(), SecurityID) (or the appropriate delegated plan ID) so delegated admins are still treated as admins when intended.

Suggested change
or IsPlanAssignedToUser(PlanIds.GetGlobalAdminPlanId(), SecurityID)
or IsPlanAssignedToUser(PlanIds.GetDelegatedGlobalAdminPlanId(), SecurityID)

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or IsPlanAssignedToUser(PlanIds.GetD365AdminPlanId(), SecurityID));
end;

Expand Down
28 changes: 26 additions & 2 deletions src/System Application/App/Azure AD Plan/src/PlanIds.Codeunit.al
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Expand Up @@ -105,28 +105,52 @@ codeunit 9027 "Plan Ids"
exit(ExternalAccountantPlanGUIDTxt);
end;

#if not CLEAN32
/// <summary>
/// Returns the ID for the Delegated Admin agent - Partner plan.
/// </summary>
/// <returns>The ID for the Delegated Admin agent - Partner plan.</returns>
[Obsolete('Use GetDelegatedGlobalAdminPlanId instead', '28.0')]
procedure GetDelegatedAdminPlanId(): Guid
begin
exit(DelegatedAdminGUIDTxt);
end;
#endif

/// <summary>
/// Returns the ID for the Delegated Admin agent - Partner plan.
/// </summary>
/// <returns>The ID for the Delegated Admin agent - Partner plan.</returns>
procedure GetDelegatedGlobalAdminPlanId(): Guid
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begin
exit(DelegatedAdminGUIDTxt);
end;
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#if not CLEAN32
/// <summary>
/// Returns the ID for the Delegated BC Admin agent - Partner plan.
/// </summary>
/// <returns>The ID for the Delegated BC Admin agent - Partner plan.</returns>
[Obsolete('Use GetD365BCAdminPlanId instead', '28.0')]
procedure GetDelegatedBCAdminPlanId(): Guid
begin
exit(BCAdminPartnerGUIDTxt);
end;
#endif

/// <summary>
/// Returns the ID for the Delegated BC Admin agent - Partner plan.
/// </summary>
/// <returns>The ID for the Delegated BC Admin agent - Partner plan.</returns>
procedure GetD365BCAdminPlanId(): Guid
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@stkillen stkillen May 20, 2026

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Shouldn't this be named delegated, like the rest of the delegated plans?

Suggested change
procedure GetD365BCAdminPlanId(): Guid
procedure GetDelegatedD365BCAdminPlanId(): Guid

begin
exit(BCAdminPartnerGUIDTxt);
end;
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/// <summary>
/// Returns the ID for the Internal BC Administrator plan.
/// Returns the ID for the D365 Business Central Administrator plan.
/// </summary>
/// <returns>The ID for the Internal BC Administrator plan.</returns>
/// <returns>The ID for the D365 Business Central Administrator plan.</returns>
procedure GetBCAdminPlanId(): Guid
begin
exit(BCAdminGUIDTxt);
Expand Down
12 changes: 6 additions & 6 deletions src/System Application/App/Azure AD Plan/src/PlanInstaller.Codeunit.al
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Original file line number Diff line number Diff line change
Expand Up @@ -32,13 +32,13 @@ codeunit 9056 "Plan Installer"
UpgradeTag: Codeunit "Upgrade Tag";
PlanUpgradeTag: Codeunit "Plan Upgrade Tag";
begin
CreatePlan(PlanIds.GetDelegatedBCAdminPlanId(), 'Delegated BC Admin agent - Partner', 9022, 'FFF16A30-3B0B-47CB-9751-54A5C8F634ED');
CreatePlan(PlanIds.GetBCAdminPlanId(), 'Internal BC Administrator', 9022, 'A2BB1194-FC0B-4C6B-840F-963851B783C9');
CreatePlan(PlanIds.GetDelegatedAdminPlanId(), 'Delegated Admin agent - Partner', 9022, '7584DDCA-27B8-E911-BB26-000D3A2B005C');
CreatePlan(PlanIds.GetHelpDeskPlanId(), 'Delegated Helpdesk agent - Partner', 9022, '8884DDCA-27B8-E911-BB26-000D3A2B005C');
CreatePlan(PlanIds.GetGlobalAdminPlanId(), 'Internal Administrator', 9022, '9B84DDCA-27B8-E911-BB26-000D3A2B005C'); // Global admin
CreatePlan(PlanIds.GetD365BCAdminPlanId(), 'Delegated D365 Business Central Administrator', 9022, 'FFF16A30-3B0B-47CB-9751-54A5C8F634ED');
CreatePlan(PlanIds.GetBCAdminPlanId(), 'D365 Business Central Administrator', 9022, 'A2BB1194-FC0B-4C6B-840F-963851B783C9');
CreatePlan(PlanIds.GetDelegatedGlobalAdminPlanId(), 'Delegated Global Administrator', 9022, '7584DDCA-27B8-E911-BB26-000D3A2B005C');
CreatePlan(PlanIds.GetHelpDeskPlanId(), 'Delegated Helpdesk Administrator', 9022, '8884DDCA-27B8-E911-BB26-000D3A2B005C');
CreatePlan(PlanIds.GetGlobalAdminPlanId(), 'Global Administrator', 9022, '9B84DDCA-27B8-E911-BB26-000D3A2B005C'); // Global admin
CreatePlan(PlanIds.GetD365AdminPlanId(), 'Dynamics 365 Administrator', 9022, 'F67B9B96-C667-4DD2-B370-FA065A895C9D');
CreatePlan(PlanIds.GetD365AdminPartnerPlanId(), 'Delegated Dynamics 365 Admin agent - Partner', 9022, '5C28E514-8AFD-4158-B8C0-93A5915938F9');
CreatePlan(PlanIds.GetD365AdminPartnerPlanId(), 'Delegated Dynamics 365 Administrator', 9022, '5C28E514-8AFD-4158-B8C0-93A5915938F9');
CreatePlan(PlanIds.GetEssentialISVPlanId(), 'Dynamics 365 Business Central Essential - Embedded', 9022, '2E84DDCA-27B8-E911-BB26-000D3A2B005C');
CreatePlan(PlanIds.GetTeamMemberPlanId(), 'Dynamics 365 Business Central Team Member', 9028, '5784DDCA-27B8-E911-BB26-000D3A2B005C');
CreatePlan(PlanIds.GetMicrosoft365PlanId(), 'Microsoft 365', 8999, '57ff2da0-773e-42df-b2af-ffb7a2317929');
Expand Down
35 changes: 29 additions & 6 deletions src/System Application/App/Azure AD Plan/src/PlanUpgrade.Codeunit.al
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Expand Up @@ -24,6 +24,7 @@ codeunit 9057 "Plan Upgrade"
begin
UpdateSubscriptionPlan();
RenamePlansAndDeleteOldPlans();
RenameDelegatedAdminPlans();
RenameTeamMemberPlan();
RenameDevicePlan();
AddPremiumPartnerSandbox();
Expand Down Expand Up @@ -86,7 +87,7 @@ codeunit 9057 "Plan Upgrade"
RenameOrCreatePlan(PlanIds.GetExternalAccountantPlanId(), 'Dynamics 365 Business Central External Accountant');
RenameOrCreatePlan(PlanIds.GetPremiumISVPlanId(), 'Dynamics 365 Business Central Premium - Embedded');
RenameOrCreatePlan(PlanIds.GetViralSignupPlanId(), 'Dynamics 365 Business Central for IWs');
RenameOrCreatePlan(PlanIds.GetDelegatedAdminPlanId(), 'Delegated Admin agent - Partner');
RenameOrCreatePlan(PlanIds.GetGlobalAdminPlanId(), 'Delegated Admin agent - Partner');
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RenamePlansAndDeleteOldPlans renames 'Delegated Admin agent - Partner' using PlanIds.GetGlobalAdminPlanId(). That GUID corresponds to the Global Administrator plan, not the delegated admin plan (DelegatedAdminGUIDTxt). This will rename the wrong plan during upgrade. Use PlanIds.GetDelegatedGlobalAdminPlanId() for the delegated plan rename.

Suggested change
RenameOrCreatePlan(PlanIds.GetGlobalAdminPlanId(), 'Delegated Admin agent - Partner');
RenameOrCreatePlan(PlanIds.GetDelegatedGlobalAdminPlanId(), 'Delegated Admin agent - Partner');

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This, and other renames in the upgrade codeunit does not match those in the installer.

RenameOrCreatePlan(PlanIds.GetHelpDeskPlanId(), 'Delegated Helpdesk agent - Partner');
RenameOrCreatePlan('996DEF3D-B36C-4153-8607-A6FD3C01B89F', 'D365 Business Central Infrastructure');

Expand All @@ -96,11 +97,33 @@ codeunit 9057 "Plan Upgrade"
DeletePlan('46764787-E039-4AB0-8F00-820FC2D89BF9');
DeletePlan('312BDEEE-8FBD-496E-B529-EB985F305FCF');

Session.LogMessage('0000AHN', 'Subscription Plans were renamed and old plans werer deleted.', Verbosity::Normal, DataClassification::CustomerContent, TelemetryScope::ExtensionPublisher, 'Category', 'AL SaaS Upgrade');
Session.LogMessage('0000AHN', 'Subscription Plans were renamed and old plans were deleted.', Verbosity::Normal, DataClassification::SystemMetadata, TelemetryScope::ExtensionPublisher, 'Category', 'AL SaaS Upgrade');

UpgradeTag.SetUpgradeTag(PlanUpgradeTag.GetRenamePlansUpgradeTag());
end;

[NonDebuggable]
local procedure RenameDelegatedAdminPlans()
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var
UpgradeTag: Codeunit "Upgrade Tag";
PlanUpgradeTag: Codeunit "Plan Upgrade Tag";
PlanIds: Codeunit "Plan Ids";
begin
if UpgradeTag.HasUpgradeTag(PlanUpgradeTag.GetRenameDelegatedAdminPlansUpgradeTag()) then
exit;

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RenameOrCreatePlan(PlanIds.GetBCAdminPlanId(), 'D365 Business Central Administrator');
RenameOrCreatePlan(PlanIds.GetGlobalAdminPlanId(), 'Global Administrator');
RenameOrCreatePlan(PlanIds.GetD365BCAdminPlanId(), 'Delegated Dynamics 365 Business Central Administrator');
RenameOrCreatePlan(PlanIds.GetGlobalAdminPlanId(), 'Delegated Global Administrator');
Comment on lines +117 to +118
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RenameDelegatedAdminPlans renames GetGlobalAdminPlanId() twice (to 'Global Administrator' and then to 'Delegated Global Administrator'). The second rename should target the delegated admin plan GUID (GetDelegatedGlobalAdminPlanId()), otherwise it will overwrite the global admin plan name and never rename the delegated plan. Also note that 'Delegated Dynamics 365 Business Central Administrator' exceeds the Plan.Name length (50) and will be truncated by CopyStr, so the resulting display name will not match the intended role name.

Suggested change
RenameOrCreatePlan(PlanIds.GetD365BCAdminPlanId(), 'Delegated Dynamics 365 Business Central Administrator');
RenameOrCreatePlan(PlanIds.GetGlobalAdminPlanId(), 'Delegated Global Administrator');
RenameOrCreatePlan(PlanIds.GetD365BCAdminPlanId(), 'Delegated D365 Business Central Administrator');
RenameOrCreatePlan(PlanIds.GetDelegatedGlobalAdminPlanId(), 'Delegated Global Administrator');

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RenameOrCreatePlan(PlanIds.GetHelpDeskPlanId(), 'Delegated Helpdesk Administrator');
RenameOrCreatePlan(PlanIds.GetD365AdminPartnerPlanId(), 'Delegated Dynamics 365 Administrator');

Session.LogMessage('0000AHN', 'Subscription Plans were renamed.', Verbosity::Normal, DataClassification::SystemMetadata, TelemetryScope::ExtensionPublisher, 'Category', 'AL SaaS Upgrade');

UpgradeTag.SetUpgradeTag(PlanUpgradeTag.GetRenameDelegatedAdminPlansUpgradeTag());
end;

[NonDebuggable]
local procedure RenameTeamMemberPlan()
var
Expand Down Expand Up @@ -225,15 +248,15 @@ codeunit 9057 "Plan Upgrade"

// Create internal plan
PlanId := PlanIds.GetBCAdminPlanId();
PlanName := 'Internal BC Administrator';
PlanName := 'D365 Business Central Administrator';
RoleCenterId := 9022;

if not Plan.Get(PlanId) then
CreatePlan(PlanId, PlanName, RoleCenterId);

// Create delegated plan
PlanId := PlanIds.GetDelegatedBCAdminPlanId();
PlanName := 'Delegated BC Admin agent - Partner';
PlanId := PlanIds.GetD365BCAdminPlanId();
PlanName := 'Delegated Dynamics 365 Business Central Admin';
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In AddBCAdmin, the delegated BC admin plan name is set to 'Delegated Dynamics 365 Business Central Admin', while Plan Installer creates 'Delegated D365 Business Central Administrator' and RenameDelegatedAdminPlans tries to rename to yet another variant. Please align on a single <=50-char display name across install + upgrade paths to avoid inconsistent names and accidental truncation.

Suggested change
PlanName := 'Delegated Dynamics 365 Business Central Admin';
PlanName := 'Delegated D365 Business Central Administrator';

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RoleCenterId := 9022;

if not Plan.Get(PlanId) then
Expand Down Expand Up @@ -283,7 +306,7 @@ codeunit 9057 "Plan Upgrade"
exit;

PlanId := PlanIds.GetD365AdminPartnerPlanId();
PlanName := 'Delegated Dynamics 365 Admin agent - Partner';
PlanName := 'Delegated Dynamics 365 Administrator';
RoleCenterId := 9022;

if Plan.Get(PlanId) then
Expand Down
9 changes: 9 additions & 0 deletions src/System Application/App/Azure AD Plan/src/PlanUpgradeTag.Codeunit.al
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Expand Up @@ -49,6 +49,15 @@ codeunit 9058 "Plan Upgrade Tag"
exit('MS-329421-RenamePlans-20211028');
end;

/// <summary>
/// Returns the rename delegated admin plans upgrade tag.
/// </summary>
/// <returns>The rename delegated admin plans upgrade tag.</returns>
internal procedure GetRenameDelegatedAdminPlansUpgradeTag(): Code[250]
begin
exit('MS-582117-RenameDelegatedAdminPlans-20260128');
end;
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/// <summary>
/// Returns the rename team member plan upgrade tag.
/// </summary>
Expand Down
4 changes: 2 additions & 2 deletions src/System Application/App/Azure AD Plan/src/User Details/PlanUserDetails.Codeunit.al
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Expand Up @@ -29,10 +29,10 @@ codeunit 776 "Plan User Details"
end;

UserDetails."User Plans" := CopyStr(UserPlansTextBuilder.ToText().TrimEnd(' ; '), 1, MaxStrLen(UserDetails."User Plans"));
UserDetails."Is Delegated" := AzureADPlan.IsPlanAssignedToUser(PlanIds.GetDelegatedAdminPlanId(), UserSecId) or
UserDetails."Is Delegated" := AzureADPlan.IsPlanAssignedToUser(PlanIds.GetGlobalAdminPlanId(), UserSecId) or
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"Is Delegated" is currently derived from GetGlobalAdminPlanId(), which represents the real Global Administrator role, not the delegated admin plan. This will mark global admins as delegated and fail to mark delegated admins if they only have the delegated plan GUID. Use PlanIds.GetDelegatedGlobalAdminPlanId() for the delegated-global-admin plan check.

Suggested change
UserDetails."Is Delegated" := AzureADPlan.IsPlanAssignedToUser(PlanIds.GetGlobalAdminPlanId(), UserSecId) or
UserDetails."Is Delegated" := AzureADPlan.IsPlanAssignedToUser(PlanIds.GetDelegatedGlobalAdminPlanId(), UserSecId) or

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Yes, this needs to be the delegated global admin plan.

AzureADPlan.IsPlanAssignedToUser(PlanIds.GetHelpDeskPlanId(), UserSecId) or
AzureADPlan.IsPlanAssignedToUser(PlanIds.GetD365AdminPartnerPlanId(), UserSecId) or
AzureADPlan.IsPlanAssignedToUser(PlanIds.GetDelegatedBCAdminPlanId(), UserSecId);
AzureADPlan.IsPlanAssignedToUser(PlanIds.GetD365BCAdminPlanId(), UserSecId);

UserDetails."Has M365 Plan" := AzureADPlan.IsPlanAssignedToUser(PlanIds.GetMicrosoft365PlanId(), UserSecId);

Expand Down
4 changes: 2 additions & 2 deletions src/System Application/App/Azure AD User Management/src/AzureADUserMgmtImpl.Codeunit.al
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Expand Up @@ -208,10 +208,10 @@ codeunit 9017 "Azure AD User Mgmt. Impl."
var
PlanIds: Codeunit "Plan Ids";
begin
exit(AzureADPlan.IsPlanAssignedToUser(PlanIds.GetDelegatedAdminPlanId(), UserSecID) or
exit(AzureADPlan.IsPlanAssignedToUser(PlanIds.GetGlobalAdminPlanId(), UserSecID) or
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IsUserDelegated should check the delegated admin plan ({000...007}), not the tenant Global Administrator role (GetGlobalAdminPlanId(), {62e9...}). Using the global admin plan here will classify true global admins as "delegated" and miss actual delegated admins. Replace GetGlobalAdminPlanId() with GetDelegatedGlobalAdminPlanId() in this predicate.

Suggested change
exit(AzureADPlan.IsPlanAssignedToUser(PlanIds.GetGlobalAdminPlanId(), UserSecID) or
exit(AzureADPlan.IsPlanAssignedToUser(PlanIds.GetDelegatedGlobalAdminPlanId(), UserSecID) or

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AzureADPlan.IsPlanAssignedToUser(PlanIds.GetHelpDeskPlanId(), UserSecID) or
AzureADPlan.IsPlanAssignedToUser(PlanIds.GetD365AdminPartnerPlanId(), UserSecID) or
AzureADPlan.IsPlanAssignedToUser(PlanIds.GetDelegatedBCAdminPlanId(), UserSecID))
AzureADPlan.IsPlanAssignedToUser(PlanIds.GetD365BCAdminPlanId(), UserSecID))
end;

[NonDebuggable]
Expand Down
4 changes: 2 additions & 2 deletions ...em Application/App/Azure AD User Management/src/User sync/AzureADUserSyncImpl.Codeunit.al
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Expand Up @@ -238,9 +238,9 @@ codeunit 9029 "Azure AD User Sync Impl."
end;

// If the user's plans are any of the following:
// - Internal Administrator (Global Administrator or Dynamics 365 Administrator or BC Administrator)
// - Global Administrator (Global Administrator or Dynamics 365 Administrator or BC Administrator)
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// - Microsoft 365
// - Internal Administrator + Microsoft 365
// - Global Administrator + Microsoft 365
// and there is no environment security group defined,
// then we don't want to create a BC user during user sync.
local procedure SkipCreatingUserDuringSync(UserPlanIDs: List of [Guid]): Boolean
Expand Down
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