Monday, 8 April 2019

Microsoft Dynamics 365 Team Member Licensing Guide for April 2019 Guide

Hi Everyone,

Today i am going to share on how the Microsoft Dynamics 365 Team Member License capabilities.

let's gets started.



As you all know understanding the Microsoft Dynamics 365 Licensing Model needs some understanding on how the Full Access Users and Additional Users.

So for now i want to touch base on the Team Member Licensing and upcoming post includes full licensing model,

As many of our customers want to save some bucks on the licensing as some users act like light users( reading only some in most cases and accessing the activities).




Full Users: Full Users are the users who use full extent of the Dynamics 365, Customer Engagement, Finance & Operations. These full users are licensed with a Dynamics 365 Plan or Dynamics 365 Application Subscription.

Additional Users: Users who consume the data and reports from line of business systems.
They are complete light weight users who do tasks like time or expense entry and HR record Updates or be heavier users of the system, but not require full user capabilities.

These additional users are licensed with Dynamics 365 Team Members or Dynamics
365 Operations – Activity SL for Dynamics 365 for Talent and Dynamics 365 for Retail
subscriptions.


The Dynamics 365 Team Members subscription is a named user subscription
designed for users who are not tied to a particular function, but who require basic
Dynamics 365 functionality. This license entitles the user to light weight access
through designated scenarios built into Team Members experience. The Team
Members subscription does not provide access to custom applications and is not
intended for scenarios.

The Dynamics 365 Team Members User SL grants a user access to participate in a limited specific set of functionalities, as defined below, from the applications and plans.


Dynamics 365 Team Member use rights for Dynamics 365 Customer Engagement Plan Applications
The Team Members User SL grants a user the following Dynamics 365 for Sales, Dynamics 365 for
Customer Service, Dynamics 365 for Field Service, 
or 
Dynamics 365 for Project Service Automation
rights for their own use and not for, or on behalf of, other individuals:

(i) Create, view, update, and delete contacts, activities, tasks, and notes access to contacts,
activities, tasks and notes
(ii) Record time and expense for Dynamics 365 for Project Service Automation, and apply for
projects
(iii) Update personal employee information
(iv) User reporting and dashboards
(v) Participate as an end-consumer of Dynamics 365 services such as responding to surveys
(vi) A Team Members application module may not be customized with more than 15 custom
entities available to the Dynamics 365 Team license*


































 see further on how the queue items managed


Also check the general usage of the system actions:

I hope this helps


For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmrit-solutions.com
Email: info@gmrit-solutions.com

Microsoft Dynamics 365 Customer Insight on Admin Center


Hi Everyone,

Today i am going to share my knowledge on "Customer Insights" related to  Microsoft Dynamics 365 for Customer Engagement.

As you all know prior to the Microsoft Dynamics 365 for Customer Engagement Version 9.0, there is a Customer Insight App which is used to get the statistics of the Dynamics 365... as this feature will be deprecated with the up coming versions.


So Microsoft have implement the Customer Insight on the Common Data Service Area of the Microsoft Dynamics 365.

So let's see this in action on  how you can access the Customer Insight on Admin Center.

Login to the
www.Portal.office.com 

Enter your login credentials.

then use the below url to go straight into the Common  Data Service Area:
https://admin.powerplatform.microsoft.com



As you can see the Common Data Service for App analytics:
You can explore the Active Users, Mode of Access, Entity Usage, System Jobs, Plug-ins, API calls statistics, Mail Usage, Storage.

On the left hand side of the above image you can explore Microsoft Flow, Power Apps, Environments, Data Integration, Data Gateways, Data Policies, Admin Centers..


I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmrit-solutions.com
Email: info@gmrit-solutions.com

Sunday, 31 March 2019

How to Integrate Dynamics 365 with WordPress Website


Hi Everyone,

Today i am going to share my knowledge on how to integrate Dynamics 365 with WordPress website and capture the contact us form details as a lead in the Dynamics 365.

Let's gets started.

Login to your WordPress  Dashboard and click on the plugin  and search for Dynamics 365 integrate with WordPress website...

Your search result will fetch the following result:


Choose the "Contact Form 7 Dynamics CRM.

Once the Plugins are activated, click on the "Installed Plugins" on the WordPress Dashboard then you will see installed plugins like below image:



Then you need to go the WordPress Dashboard and click on the "WPForms" on the left hand side and create a new form:



Click on the Add New button and click on the "Simple Contact Form"



Once you click on the Simple Contact Form you need to drag the fields on to the left hand side of the form.


You can choose the type of field as you like from the "Add Fields" Area like "Single Line of Text", "Drop down" , "Multi Line of Text" etc..


For example if you choose "Single line of text" and drag it to the right hand side of the Contact form" then you can rename the field as you like according to your requirement.



As you can i have highlighted the fields area and update accordingly and then save the configuration by clicking the "Save" Button on the top right hand corner side.

Let's move on to the Dashboard and click on the "CRM Entries"


Once you click on the "CRM Entries" then you will need to click on the "Settings" Tab and check the " Simple Contact Form" as we have designed earlier..and click on the "Save Changes" Button on the same screen that you are currently viewing..



Go back to the Dashboard and click on the Dynamics CRM 

You will need to click on the "Add New Account" Button then you will need to give the Dynamics 365 Credentials :

Account Name,
Dynamics URL : Your Organisation URL
Notify by Email on Errors: You can supply your email address for the error notification.

then click on the "Save Changes" Button on the same screen.


Then click on the "Dynamics Feeds" Tab and select the appropriate fields as shown on the screen below:
Choose the "Dynamics Account", "Simple Contact Form", "Choose the Dynamics Object" means the entity you want to send the captured data on the Website Contact us Form such as ACCOUNT, CONTACT, LEAD, CASE entities in Dynamics 365.

Then Map the fields of the Dynamics 365 like company name and email fields and click "Save Feed"..


You can also set some condition when to create record in Dynamics 365 and add any conditions etc.. as shown on the below image:

You can disable automatic export of the captured data into Dynamics 365, Set Opt-In condition, choose the primary key for duplicate validation with email etc.. Update entry and you can add note, finally click "save feed"..


Go to the "WPForms" on the Dashboard and copy the  short code by opening the "Simple Contact Form",


Then go to the Dashboard and click on the "All Pages" and choose the "contact us" page and insert the short code and update the page..


Finally go back to your website and fill in your contact us form and click "submit" button



I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmrit-solutions.com

Wednesday, 27 March 2019

How to resolve error while assigning Dynamics 365 Licenses in Office 365 Admin Center


Hi Everyone,

Today i am going to share my experience while assigning Dynamics 365 Customer Engagement license to the user in Office 365 admin center.

So let's gets started.

Situation: Suppose a customer is using Microsoft Dynamics 365 P1 Trial for Information Workers and would like to add new instance subscription of Microsoft Dynamics 365 for Customer Engagement. then you will see below error message.






Because the Trail version having the Sharepoint 1 and New Instance is having the Sharepoint 2 licenses included, when you expand the licenses you will see them in the below image.

In order to resolve the error you need to turn off the Dynamics 365 P1 Trial for Information Workers Sharepoint(1) and assign the Microsoft Dynamics 365 for Customer Engagement license to the user including the SharePoint 2.

Then try to save the window. this time problem will be resolved.




I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmrit-solutions.com
Email: admin@gmritsolutions.co.uk

Wednesday, 13 March 2019

Microsoft Dynamics 365 CE Admin Center Microsoft Search

Hi Everyone,

Today i am going to share new findings from the Admin center.

When  you login to portal.office.com, see below


When you click on the Admin icon:


Click on the "Microsoft Search" on the left hand side:

then the Microsoft Search - Admin Portal:

Here you can see the user & permissions, who is having Admin rights, Editors and Preview users.

Also the Connected Devices:



Content Settings:

See from image: you can see the organisation name, you can insert the"logo", choose the color of your choice, email feedback and query suggestions.


Finally the tools section looks like below:

I hope this might make you aware of the feature from Office 365 admin center.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

Tuesday, 5 March 2019

Microsoft Dynamics 365 for Field Service - Resco Mobile Inspection new features


Hi Everyone,

Today i am going to share some information about the Resco Mobile new features.

As you all know Microsoft Dynamics 365 for Field Service uses Resco Mobile for Field Technicians communication with back office systems(Dynamics 365).

Recently Resco.net released new features related to Mobile as follows:

 Resco inspections helps with field inspection scenarios


  • You can design and develop highly structured questionnaires. Also the look and feel are entirely in your hands.
  • Dynamics questionnaires with functional blocks that are triggered by events, you can use rules for visibility, data validation, dynamic styles, and more.
  • You dont need to afraid of going into offline mode as the inspections can work offline.

  • Inspections can connect to any external data source i.e Dynamics 365, Salesforce or any CRM Systems.


Designer: 
A tool for designing and developing any type of questionnaires.

Scheduler:
You can assign the questionnaires to any of  your field techinican to see their progress.

Inspector:
An offline-ready app for inspectors with questionnaires, calendar and navigation purposes.

Analyst: 
So all the data and required reports and statistics are in the form.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

Microsoft Dynamics 365 free Learning


Hi Everyone,

Today i am going to share some useful links to my blog readers, so that you can enhance your Microsoft Dynamics 365 and other Microsoft Technologies skills free of cost.

There are number of ways you can learn new skills as follows:

1)DLP Learning Portal: Microsoft Partners or there employees can take advantage of enhancing   skills from below url.
 https://mbspartner.microsoft.com/

2)Also from 365talentportal who is Microsoft Learning Partner, who provide free access to DLP if you register with them as independent consultant having an MCP Certification.

 http://365talentportal.com/

3) From Microsoft all in one doc's area:

https://docs.microsoft.com/en-us/learn/businessapps/


4) Openedx offering free one year learning this is different from Openedx.org

https://openedx.microsoft.com/dashboard

As i have registered with them, please see below the courses i have subscribed.


5)  There is another learning provider soveltox

         https://soveltox.sovelto.fi/

6)   Microsoft Virtual Academy:

          https://mva.microsoft.com/

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk