Friday, 22 December 2017


MB2-715 Customer Engagement Online Deployment Certification Study Material.

Instance Management

Use the Office 365 admin center to manage your Dynamics 365 (online) subscription

Manage Microsoft Dynamics 365 (online) instances

Manage Dynamics 365 (online) Sandbox instances

Manage Microsoft Dynamics 365 (online) updates

Multiple online instances or tenants

Managing Storage

Pricing and Plans

Field Synchronization Dynamics 365 for Outlook

Dynamics 365 for Outlook Requirements

Outlook App Requirements

Customize Dynamics for tablets and phones

Dynamics 365 for Outlook working offline

Dynamics 365 for Outlook advanced deployments

Dynamics 365 for Outlook Configuration Wizard

Entity offline synchronization

Product Integration
SharePoint and Dynamics Integration

Microsoft Social Engagement


Yammer integration

Wednesday, 20 December 2017


 Our Moto:  "                                                                                                 "

We are Microsoft Cloud Solution Provider and also Scribe, Click Dimensions Partner.

Provide solutions on Dynamics 365 Customizations and Configurations, development, integration, support, on-going project work.

Specialized in Office 365,Microsoft Dynamics 365 Sales, Customer Service,Field Services, Microsoft Portals, USD, Marketing, SharePoint Administration,Survey Click Dimensions,   Scribe, Power BI, Azure, IoT.

We develop Web Applications for our valued customers.

Migration and Support

Interested in Micrsoft Dynamics 365, please contact us and we can help you out in a best possible way to successed in your business.

Twitter :-

About Me


My Name is Malla Reddy (MCSA):
Helping  businesses with technology by delivering services for the Dynamics 365, Office 365, Azure,IoT,Power BI,ClickDimensions,Microsoft Portals,Scribe.

Currently I am focusing on helping customers with  requirement gathering and design the solutions and customizations, configuration of customer needs.

Project Management and following industry best practise principles, Agile Methodologies and completing the project under agreed timeline under budget.


 I have  6 years professional experience in Microsoft Dynamics CRM as a Consultant(functional
and technical) using​  ​ technologies​  Microsoft Dynamics CRM 4.0/2011/2013/2015/2016,Dynamics 365 Online and OnPremise,C# ASP.Net, SQL
Server 2005/2008, Reporting Services 2008 ,OData, JQuery, JavaScript,Web
services, Business Analysis,Requirement Gathering and Supporting Application, Azure, Sharepoint,USD,MailChimp,Scribe.
Domain Exerience:
Public Sector
Not for Profit
Health Care
Financial Sector
● Over 2 years of experience in developing Web applications using .NET technologies ​ ASP.NET,                        
C#, HTML, CSS,Entity Framework, SQL Server, JavaScript and JQuery.
● Good understanding and implementation of Object Oriented Programming, Relational                
Database Management System.
● Knowledgeable in installation and integration of MS CRM 4.0/2011/2013/2015/2016
● Skilled in using SQL Server Database.
● Excellent experience using Service Oriented and N-tier Architecture.
● Hands-on experience of full development life cycle - Requirement Analysis,Requirement Gathering  Design,                    
Development, Testing and Implementation of Systems.  
● Excellent communication skills
● MSc. in Information Systems​ .

Tuesday, 19 December 2017

My Achievements

Professional Achievements 

Awarded Top 20 Microsoft Dynamics 365/CRM Blog on the web for 2018

Awarded Top 100 Dynamics 365/CRM Blog winner for small and medium on the web for 2017



Microsoft Certified Solutions Associate


MB2-715 Microsoft Dynamics 365 Customer Engagement Online Deployment 

   Microsoft Certified Professional

       MB2716: Microsoft Dynamics 365 Customization and Configuration 

                                                               MICROSOFT CERTIFIED PROFESSIONAL



Import Data

- Ways to import data:
  - Import Data Wizard
  - Programmatically using the SDK
  -Third-party tools
  - Data Loader Service

-Microsoft Dynamics CRM 2011 On-Premise and later can leverage the On-Premise to Online Conversion Service.

Planning the import

 - Consider how much legacy data to bring into Dynamics 365 (some, all or even none)
 - Do not underestimate the time needed to export, process and import data.
 - When will legacy data be cleansed? Before or after import.
 - Some record types require special consideration, such as quotes which cannot be imported in a State other then draft.

Data Loader Service:

- A cloud based service for moving data between files and CRM Online.
- The service is provided as part of Lifecycle Services and Dynamics

 - Data is staged in Azure.
    - 500 records will be imported in a second 

Sunday, 17 December 2017


Configure and Manage Mobile Devices

- App for Mobile Devices

- Configure entities for mobile.

Mobile Device Apps:

Apps available for phones and tablets:

App                                 First available
Dynamics 365 for phones             CRM Online 2015 Update 1
                                      CRM 2016 On-Premises

Dynamics 365 for phones              CRM Online Fall '13
express (previously called             CRM 2013 On-Premises
Dynamics 365 for phones)

Dynamics 365 for tablets      CRM Online Fall ' 13 and  CRM 2013 On-Premises

Configure Steps for Users:

-Check that the mobile hardware and software is supported #
- Install the app from the relevant store.
- Sign -in to the app using the URL for Dynamics 365 and Dynamics 365 username and password

Offline Working :

Recently viewed records are cached and can be viewed but not edited.

-New records can be created while offline as drafts.
-Drafts can edited before going online.
-Some restrictions: Can't edit existing records, can't link a draft record to another draft record(such as opportunity to account).

Security Privileges:

Configure Entities for Mobile:

-All custom entities can be enabled for all mobile apps.

- For Dynamics 365 for phones and Dynamics 365 for tablets entities can optionally be made read -only.

- Many system entities are enabled (and can be disabled)
-Some system entities are not enabled and cannot be enabled.

Hide Form Components for Dynamics 365 for Phone:

- Form compoenents such as tabs, sections, and fields can be hidden from Dynamics 365 for Phones.

- Does not apply to Dynamics 365 for Tablets.


- More than one dashboard (system or user) can be enabled for Dynamics 365 for phones and     Dynamics 365 for tablets.


 Managing Microsoft Dynamics 365 Apps:

-Introduction to App Modules
- App Designer
-Site Map Designer
-Getting more apps from AppSource
-Overview of PowerApps.

Microsoft dynamics 365 integration with Microsoft Outlook.

-Dynamics 365 for Outlook is installed on a compuetr with Outlook.

-Access Dynamics 365 data and features from within Outlook.

-Track emails , appointments, contacts and tasks.

-Use Dynamics 365 email templates

-Work with Dynamics 365 data offline.

Supported Operating Systems:

-32 bit and 64 -bit versions of Windows
  - Windows 7 with SP1, 8,8.1 and 10

-Windows Server 2012 and 2012 R2 Remote Desktop Services

Software Components:

-Supported versions of Outlook:

  - Office 2010, 2013 and 2016
 - The 64 - bit client is only supported on 64 -bit versions of Office.

- Internet Explorer 10 or 11

Other required components might be downloaded and installed during Setup

Deployment Methods:

- Manual Installation.
-Manually using the command line.
-Download link in web application.
-Group Policy.
-Microsoft System Center Configuration Manager.
-Remote Desktop.
-Third party tools for software installation.

Configure Microsoft Dynamics 365 for Outlook:
- Select Dynamics 365
-Enter your user name and password
-Choose the appropriate instance

Configure Microsoft Dynamics 365 for Outlook:

- Select Dynamics 365
-Enter your user name and password
-Choose the appropriate instance

How to install and configure the app for outlook:
- Go to settings > App for Dynamics 365

- Apps for Microsoft Dynamics 365 

> Microsoft Dynamics 365 for Outlook click on Download

A pop up will merge

Getting Started with Dynamics 365 for Outlook.
1. Download and install
 copy the url 
3. Enjoy Dynamics 365 for Outlook

close the pop up..

Navigate into Configuration wizard
> Go to Start
> Click on Microsoft Dynamics 365 
> Configuration Wizard

Paste the URL of CRM Online and click next..

After entering the username and password on the popup and then user is configured in the organisation.

Offline Capability:

-Offline capability allows a user to work with Dynamics 365 data 
   even when disconnected from the network..

-Offline capability can be installed when Dynamics 365 for Outlook is installed or later.

Offline working:

-All processing is performed on the user's computer.
-Changes to records are stored in a local Microsoft SQL Server Express database.
-When going online, a synchronisation process updates the server database.
To Keep the local database size small, only records specified to be available offline by data filters are available.
-A user can change the offline data filters.

Synchronized Fields:

-Synchronizing items such as emails and appointments between Dynamics 365 and Outlook has been part of 
  Dynamics 365 from the earliest version.

- No control over which fields were synchronized or the direction.

- Works with Outlook client synchronization and Server Side Synchronization.

Configure synchronized fields:
- To configure synchronized fields navigate to 
  Settings > Administration > System Settings > Synchronization

- Synchronization can be one-way, two -way or none.
- You cannot add new fields or custom fields to the synchronization settings.
- Applies to Appointment, Contact, Fax, Letter, Phone Call, Recurring Appointment, Service Activity and Task entities.

Go to Settings > Administration > System  settings > Select the Synchronization tab > Manage fields Link the the below pop up will appear and choose which fields you don't to be synchronized or Synchronize and one way Synchronize (for example : phone -> Outlook to Dynamics 365)

Microsoft Dynamics 365 App for Outlook

Is a server side installation.

- Performance Improvements 

- Support for on-line to on-line; on-premise to
   on-premise and hybrid scenarios.

Dynamics 365 App for Outlook
-App commands
-Improved UI
-One click set regarding
-Add Dynamics 365 activities.

Dynamics 365 App for Outlook
- Displaying Dynamics 365 Contacts and Leads
- Displaying Dynamics 365 Users
- Add unknown receipts to Dynamics 365.
- Highlights DL's

Dynamics 365 App for Outlook:

-Set regarding from pinned or MRU
-Search for a record and set regarding
-Create a record and set regarding

-Display the regarding record summary
-Support custom entities
-Add Dynamics 365 activities.

- Support meeting tracking
- Keep existing Outlook Add-in functionality.

- Add knowledge based arcticles
- Add sales literatures.

- Cool features is
 - Add emails templates

Outlook app
- Dynamics 365 -- exchange Online
- Microsoft Outlook for Mobile, Mac, All the web access, and even Outlook in Iphones..



- Dynamics 365  integrates with SharepPoint via Server - to - Server integration.

- All combinations of Dynamics 365 Online, Dynamics 365
-  On-Premises with SharePoint Online, SharePoint On-Premises are supported.

OneDrive for Business

Store, synchronize and share files

Private storage where documents are not shared by default
 - unlike SharePoint

-1TB of cloud space is provided

-Automatically synchronizes with OneDrive for Business desktop application.


-Dynamics 365 or Dynamics 365 On-Premises
-User must be assigned an office 365 license
-SharePoint Integration.

OneNote :

OneNote is used to capture the Adhoc Notes which can be typed or hand written.
In a way to use paper project button.
Recently OneNote made it available in Office 365 and now it is integrated with Dynamics 365

OneNote Integration:

-Available for Dynamics 365 and Dynamics 365 On-Premises
-OneNote notebooks stored in a SharePoint Site.
-SharePoint integration must be enabled.
-Entity enabled for document management and OneNote integration.
- Does not replace Dynamics 365 Notes.

Microsoft Social Engagement

-Social Engagement can be used on its own or integrated with Dynamics 365 (and Dynamics 365 On-Premises)

-Social Engagement is a cloud-based system for collecting data from social media websites.

Integration with Dynamics 365

-Social Engagement subscription must be enabled and have assigned licenses to users.

-In the Dynamics 365 web application, configure Social Engagement (Settings > Administration)
-Select the Social Engagement instance

-Add the Social Engagement control to Dynamics 365 forms and dashboards.

Skype for Business and Skype

-Dynamics 365 integrates with Skype and Skype for Business (Previously known as Lync)
-Telephone numbers cab be clicked to start a call.
-Only one of Skype and Skype for Business can be configured for  a Dynamics 365 instance (Settings>Administration > System Settings)

Yammer: -

Yammer is  a cloud based service that provide a private social network site for organisations.

-It can be integrated with Dynamics 365 and Dynamics 365 On-Premise
-Yammer enterprise license are required to integrate with dynamics 365.

-The Free version of Yammer not supported for Integration with Dynamics 365 and Dynamics On-     Premise.

-You might be aware of activity feeds in Dynamics 365 also a collabration feature.

- After Integration with Dynamics 365 the activity feeds are not shown on the Dynamics 365 instead    it will be shown on Yammer.

The Integrating person should be Dynamics 365 Administrator.

Office 365 Groups:

-Office 365 Groups are shared workspaces for collaboration between Office 365 users.
-The Integration with Dynamics 365 allows collaboration between Dynamics 365 users and Office 365 users who are not Dynamics 365 users.
-The integration is provided by a Dynamics 365 solution that is installed from the Office 365 admin portal.

Requirements to complete the integration with Office 365 Group

- Microsoft Dynamics 365
-An Exchange Mailbox for each user that will use Office 365 Groups.

-SharePoint integration enabled for viewing documents in an Office 365 Group.

Integration in Microsoft Dynamics 365

-Configure integration at Settings > Office 365 Groups

-Select Aut0 Create to automatically create a new group for new records.

Office Delve:

-Office Delve is part of Office 365
-Search content in Word, Excel, OneNote, SharePoint sites and elsewhere in Office 365.
-Can be shown in Dynamics 365 via a dashbaord component.

-Dynamics 365
-A subscriptiuon to Office 365
-Not available for Dynamics 365 On-Premises.

To enable Delve dashboard in dynamics 365 Integartion:
In Settings > Document Management enable:
-SharePoint Integration.
-Office Graph Integration.

Saturday, 16 December 2017


Microsoft exchange online with dynamics 365 and out look.

Here is the step by step process for the tracking the emails ,synchronization and  exchange online

Happy CRMing:-)

Wednesday, 13 December 2017


Tenant Considerations

- A tenant can include 50 production and 75 non-production instances

- Each instance has its own SQL database

- A licensed Dynamics 365 user can be given access to any instance associated with the tenant.

Instances for Different Regions

- A tenant is bound to a geographical region

- By default, all instances are created in the same region as the tenant

- On request the ability to create instances in other geographical regions can be granted.

- When configuring the instance, specify the region

- To manage instances, first select the region in Your current region is >

Current Regions(Nov 2016, microsoft often adds new regions, so please check new regions)

 - Asia Pacific(APAC)
- Europe, Middle-East, Africa(EMEA)
- Japan(JPN)
- North America(NA)
-South America(LATAM)
- Canada
- India

Multiple Tenants

- Consider a multiple -tenant deployment for differing geographical or departmental needs
- Each tenant is managed separately.
- Licensed users can only access instances in the same tenant.
- Licenses and subscriptions can not be shared.
- A tenant can only be fedarated with one on-premises
  Active Directory


Administration Mode

 - A sandbox instance can be placed into administration mode
- Only users with the system administrator or system customizer role can sign in to the instance

- Additionally, background operations can be disabled which stops workflows and other asynchronous operations.

Delete an instance

- Sandbox instance can be deleted
- The instance license becomes available for use
- Storage used is available for other instances in the subscription.

Copy an Instance

- Any instance can be copied to a sandbox instance
- The copy can be one of the following

  - A full copy includes all data, users and customizations
 - A minimal copy includes users and customizations but no data.

To copy an instance

- In the Dynamics 365 Administration Center, select the instance and then copy

- Specify the target instance (which is deleted and replaces)

- The copy instance is placed in Administration Mode and background operations are disabled.

- This prevents issues with integrations to external systems.


Dynamics 365 Instances

An instance is a Dynamics 365 database

Large organisations might use separate instances for different departments or for testing

Data for each instance is stored in its own SQL Server database.


        Office 365 subscription            Dynamics 365 Subscription
                                           |                          |
                   Production Instance             Training Instance

Instance Types

_ An instance can be for

 - Production purposes
 - Non-production purposes, referred to as a Sandbox instance.

Sandbox Instances
_ Non- Production purposes include:
  - Training
  - Development
  - Testing of third -party add-ons
 -  Upgrade testing

Purchasing Instances
_ Production and Sandbox instances are purchased as add- ons for a subscription
- Add-ons cannot be purchased for trials

Instances Properties

NAME : The name of the instance which is shown in the application

URL : The URL name is used to form the sign in URL, the name must be unique across all instances

PURPOSE: For references, the purpose is only shown in the Office 365 admin portal

INSTANCE TYPE : Whether this is a production or sandbox instance

SECURITY GROUP : Determine which users have access to the instance. if a group is not specified then all users  who have a Dynamics 365 license are added to the instance.

Edit properties of an instance

- In the Office 365 admin center navigate to Admin > Dynamics 365

- This opens the Dynamics 365 Administration Center where a list of instances is shown

- Select the instance to change and then click Edit.

Administer Instances

- Actions that can be performed on instances:

 - Switch
 - Reset
 - Delete
- Copy

Switch an instance
- The ability to change instance type depends on available licenses
- An instance can be switched from:
 - Production to sandbox, or sandbox to production
 - Make changes in the Office 365 portal, under Admin > Dynamics 365

- In the Dynamics 365 Administration Center,select the instance and then click Edit  and change the type

Reset a Sandbox Instance

- Sandbox instance can be reset
- This deletes the instance and creates a new one(effectively deleting all data)
- In the Dynamics 365 Administration Center, select the instance and the click Reset

- Production instance can not be reset.

Monday, 11 December 2017


Manage storage

- Each subscription has a storage limit that applies across all instances (production and sandbox)

- Notifications are sent when the limit is reached and at a threshold(currently  80%)

- If the storage limit is reached new records cannot be created until data is removed or additional storage is purchased.

In order to free up space in Dynamics 365 follow below rules:

1) Method 1: Delete bulk email and workflow instances using a bulk deletion job
2)   Method 2: Evaluate and delete suspended workflows.
3) Method 3: Remove email attachments using Advanced Find
4) Method 4: Remove email messages with attachments using a bulk deletion job
5) Method 5: Remove notes with attachments using Advanced Find
6) Method 6: Remove notes with attachments using a bulk deletion job
7) Method 7: Remove bulk duplicate detection jobs and associated copies of duplicate records
8) Method 8: Delete bulk import instances using a bulk deletion job
9) Method 9: Delete bulk deletion job instances using a bulk deletion job
10) Method 10: Delete audit logs.

Sunday, 10 December 2017


Microsoft Online Service administrator roles

-Online Service administrator roles apply to management of subscriptions and not Dynamics 365

Adminstrative roles include:

- Global administrator

- Customized administrator:

 - Billing administrator
 - Exchange administrator
 - Password administrator
 - Skype for Business administrator
 - Service administrator
 - Sharepoint administrator
 - User management administrator

Administrative Access

- Office 365 Global administrators and Service administrators are added to Dynamics 365 for
   administrative access with the System Administrator role.

- A Dynamics 365 license is not used or required.

- Administrative access gives access to the Settings area but no access to records in Sales,
  Marketing or Service.


Non - interactive users

-  A user record can be marked as non-interactive
- This means that it can be used for programmatic access to 
  Dynamics 365 only such as integration with an ERP system.

- Non -interactive users do not require a license
- Five non-interactive users can be created for an instance

User account Synchronization

-Users of Dynamics 365 must have accounts created in the office 365 admin portal

-These are different from accounts used on the company network.
-To reduce account administration, consider the following options:

    -Synchronize active directory with office 365

    -Use Active Directory Federation Services

Synchronize Active Directory with Office 365

- User logs on to their on-premise environment with their Active Directory account (Domain\username)
- For Office 365 (Including Dynamics 365 ) services, user logs in again with work               account(
-Synchronization keeps the user name the same for both environments.

Use Active Directory Federation Services

- A single account(AD) is used for the on-premise network and Dynamics 365 
  providing a single sign - on (SSO) experience.

- User logs on to their on-premise environment with their AD 

- For Office 365 (Including Dynamics 365) services, the user is logged in automatically or logs      in with their AD account.

Configure user account synchronization

- Setting up synchronization and  SSO are both detailed processes.
- For more information on setting up account synchronization refer to


I have successfully passed Microsoft Dynamics 365 Customization and Configuration Certification..

Small Medium Size  Businesses can contact our company for your company Microsoft Dynamics 365 Project work to get it done..
Visit us @

Tuesday, 5 December 2017


Contact Case Count  plugin dynamics 365

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace AdvancedPlugins
    public class ContactcaseCount : IPlugin
        public void Execute(IServiceProvider serviceProvider)
            IPluginExecutionContext context = (IPluginExecutionContext)

            IOrganizationServiceFactory serviceFactory =
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

            ITracingService tracingService =

            // The InputParameters collection contains all the data passed in the message request.

            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
                Entity contact = (Entity)context.InputParameters["Target"];

                // getting Contact fullname and its emailaddress

                string name = contact["fullname"].ToString();
                string email = contact["emailaddress1"].ToString();

                // we have to get the created contact guid in order to mpa to newly creaing case

                Guid contactid = new Guid(context.OutputParameters["id"].ToString());

                // Create a new case automatically
                Entity cse = new Entity("incident");
                cse["title"] = "User whose name is " + name + " has created new case. Please contact him on hs email: " + email;

                // lokkup --> refer to anoter table - entityname nad its record id

                cse["customerid"] = new EntityReference(contact.LogicalName, contactid);


                // select case of a contact where conact is contactid
                QueryExpression qr = new QueryExpression();
                qr.EntityName = "incident";
                qr.ColumnSet = new ColumnSet("customerid");

                // where conact is contactid
                ConditionExpression ce = new ConditionExpression();
                ce.AttributeName = "customerid";
                ce.Operator = ConditionOperator.Equal;

                // add cond to query

                // Exceute query

                EntityCollection caseCollection = service.RetrieveMultiple(qr);

                // update case count on contact - 
                Entity newlyCreatedContact =  service.Retrieve(contact.LogicalName, contactid, new ColumnSet("spousesname"));

                newlyCreatedContact["spousesname"] = caseCollection.Entities.Count.ToString();



Go ahead and check inside crm about the case count on the contact.

I hope this helps..