How to extract different team members from a business unit in Dynamics 365

Hi Everyone

Today i am going to refer to one of the scenario:

Suppose there are different teams[RSM,Kent, gmrdigital ] in business unit[gmrdigital] and you need to extract users from different team of the business unit.

Users within the business unit gmrdigital.

If we want to export the users team members from team then it is not possible.

So there is a way to export the team members from Dynamics 365 

Let's get's started.

Go to Advanced Find

Look for : Users

Use Saved Views: Enabled User;

By default the status, Access Mode, Access Mode will come.

All you need to do is select the "License Type = Enterprise", "Team Contain Data", "Team Name = GMRDIGITAL"

Click the result button in the menu area..

 Then select all the users and click the export Users button  in the menu area

We will get all the users related to the team from Dynamics 365..

Similarly we can retrieve other team members from teams of the business unit accordingly.

I hope this helps.

SMB's and Enterprise Buisnesses need of help, then  contact us 

www.gmritsolutions.co.uk

www.mscrmgmr.blogspot.co.uk

Email: Admin@gmritsolutions.co.uk

Microsoft Dynamics 365 with Versium Predict

Hello Everyone,

Today i am going to explain new feature in Microsoft Dynamics 365.

Versium Predict is additional feature which predict the sales and marketing team to evaluate which lead or customer is the potential buyer.

With the Versium Predict, once you install the application into the dynamics 365 the rest is assured by the Versium Predict.

It is built on power of Machine Learning and it will predict which will show who is willing to buy products are services, this is a cool features with the dashboard and statistics of which any sales or marketing team can easily evaluate.

How to install the Versium Predict,

Let's get's started..

Go to the App Source and type the Versium Predict and its free with Microsoft Dynamics 365..
and install the app. then you will see the app under the Setting >  Tools > Versium Predict..

With the Versium Predict, it will predict which customer can actually buy your products with your historical data that you have at your organisation.

By simple business process and dashboard the team can easily access the Versium tool and get the job done.

With the Custom predict model,  based on the leads stored in the Dynamics CRM, Versium can predict which lead actually going to buy  and it will score for them, so that team can follow up and close the deals.

Versium Predict uses Machine Learning and Big data for predicting scores from massive datawarehouse directly inside Microsoft Dynamics 365.

This is cool feature and catches eyes of Sales and Marketing Managers to grab the app in the Dynamics 365..

I hope this helps..

As we are Microsoft Partner and specialist in Cloud Products and Services, if any SMB are Enterprise customers need of our services. 

You can reach at www. gmritsolutions.co.uk

www.mscrmgmr.blogspot.co.uk

Email: admin@gmritsolutions.co.uk

MICROSOFT DYNAMICS 365 SUPPORT INSTANCE

Hello Everyone,

In Microsoft Dynamics 365, there is feature which is quite useful for organisations called "Support Instance"

Support Instance: Support Instance is an non-production instance which is used to troubleshoot the error and reproduce the same error in the support instance and resolve it.

Support Instance can be created by Microsoft  on organisation tenant to resolve the issue. so the support instance is completely different from the production instance, it will not impact the production environment in any way.


System Administrator have complete rights for managing and transferring the organisation data by copying it to a support instance.

 Support instance?

Normally support instance is created in your tenant by Microsoft for preventing or repairing problems on the Online Environment.

so it doesn't need any additional non-production instance to be purchased, database size of a support instance does not count towards your storage limit, also resides in the same data center of your instance.

What data is in a Support instance?

Support Instance is created by Microsoft, no data or customization's of an organisation is copied this instance. Microsoft Dynamics 365 system Administrator can maintain the instance and copy the full or minimal copy of the organisation instance, also SA must consent to providing a copy of their data to Microsoft.


Who has access to a Support instance?
Partial  copy:
Microsoft team members who are members of a support security group
Full copy:
Microsoft team members who are members of an elevated support security group

What type of data access does Microsoft have?

Online  application

System admin privileges

Database (via SQL query tools):

Read/Write access to all tables

Access to the database requires additional approval by Microsoft and it is managed, controlled, and granted as needed.

Access to the database is time limited (for example, 30 minutes) and expires automatically.

How long does a Support instance stay in your tenant?

14 days or resolution of the problem.

SA can delete the Support instance at any time.

Is access and usage of Support instance audited?

Yes.

Microsoft Dynamics 365 Advanced Find Menu Features

Hi Everyone,

In Microsoft Dynamics 365 Version 1612 (9.0.2.189) (DB 9.0.2.54) online Advanced Find Menu.

There are new features available on the File navigation menu..
Click on the File > New Activity >

As we can see all the activities like Task, Fax, Phone Call, Email, Letter, Appointment, Service Activity, Campaign Response, Recurring Appointment, Alert Subscription, Approval, Booking Alert, Invite Redemption and Portal Comment.

From the above activities upto the Recurring Appointment are the normal activities forwarded from Microsoft Dynamics 365 version 8.2 ..

Alert Subscription,Approval, Booking Alert for Field Service activities..

Invite Redemption and Portal Comment are for the Microsoft Portal activities.

The "New Record" menu Item having all the Dynamics 365 entities ..

Menu Item "Print Preview": when advanced find is used to fetch some records using the filter criteria and fetch all the records based on the search criteria then we can see the print preview before it can be print.

Menu Item  "Tool" have the Import Data, Duplicate Detection and Bulk Delete Wizard..

Import Data : Click on the Import Data menu item and select the file want to import into Dynamics 365

Duplicate Detection Wizard: The wizard helps to detect duplicates for all records in one entity.

Bulk Deletion: Wizard helps in defining the deletion criteria for selected entity and scheduling and notification options.

Menu Item "Option" have settings configuration as shown below:

Menu Item "Help" have the below sub items

1. Help on the Page: If we want to know anything about the page browsing then press the "help on the page", it will prompt to MSDN.

2. Content: 

3. Administrator Guide and 4. Trouble Shooting will point to the above url..

5.Microsoft Dynamics 365 Online : will point to the Microsoft website url
https://www.microsoft.com/en-us/dynamics365/what-is-crm


6. About Microsoft Dynamics 365 will show the version and build information as below:

7. Close: close out of the advanced find window..

I hope this helps..

SMB customers need of any of Microsoft Dynamics 365 development, support, extending then contact us through our website and blog.
www.gmritsolutions.co.uk
www.mscrmgmr.blogspot.co.uk

Microsoft Dynamics 365 Portal Login Error

Hi Everyone,

Today I am going to tell you how to resolve the Microsoft Dynamics 365 Portal Login Error.

So let’s get’s started:

Scenario: if the organisation want to give access to external company users access to portal, then we simply give URL of the Microsoft Dynamics 365 Portal URL.

So the external users click on the URL provided then the user is getting an error message
                                           “The Email is already taken”

What’S that mean : if the external user is a “contact” record inside Microsoft Dynamics 365 Application then the above message will pop’s up.

So in order to overcome this error we need to create portal invitation from Dynamics 365 Portal.



Then send the invitation to the external user and once the user access the invitation code and
Redeem it..

External user will be able to login successfully

I hope this helps someone.


**If anyone have requirement of Microsoft Dynamics 365 consultancy work, support or short term requirements, you can contact us at www.gmritsolutions.co.uk

Microsoft Dynamics 365 Portal External Users Access

Hey Everyone,


I have encountered a situation when a new portal user is  invited  and the user is unable to login into the Microsoft Dynamics 365 Portal..

Let's look into the situation with an example, let's get's started..

Suppose there is  cosmo.com tenant   and gmr.com tenant,  if  gmr.com tenant want to access the Cosmo tenant portal then the user getting an error message that the user can't access the portal due to
identity provider.. does not exist in Azure AD,


Error will be "the account needs to be added as an external user in the tenant first , sign out and sign in again with a different Azure Active Directory user account.

The issue will be in the Azure System, Guest user permissions are limited to NO, also follow the below screen for configuration..



In the Management Portal, Limit Guest Access to "No".


 

This will resolve the issue and new portal user invited will be able to login successfully into Microsoft Portal.

I hope this helps.

Microsoft Dynamics 365 Upgrade from Version8.2 to Version 9.0

Hello Everyone,

Today we are going to discuss about the process of upgrade from Microsoft Dynamics 365 Version 8.2 to Version 9.0 online.

Firstly this upgrade is done by Microsoft as it is cloud hosted.

The Organisation's System Administrator or Global Administrator have to allow permission for a upgrade.

Here is the latest upgrade scenario:

Here are the recent versions.

Version Name

n 9.0 Dynamics 365, version 9.0

n-1 8.2 Dynamics 365, version 8.2

n-2 8.1 Microsoft Dynamics CRM Online 2016 Update 1

There is an option for any organisation, optional upgrade is available and a mandatory upgrade..

if you skip one version then  next one version should be mandatory.

You can schedule date of upgrade and rest is assured by Microsoft.

If you change your mind of the upgrade date, you can still postpone the date until the final call for the upgrade date.

An Organisation can find out whether the application is due for the upgrade:

 System Administrator or Global Administrator have to schedule for update..

Best Practice:

First upgrade sandbox instance of your organisation, if everything goes smoothly then you are good to processed with your production Instance upgrade.

If there is any issues with the Sandbox Instance upgrade then you can revert back to previous state of the instance.

With the above scenario's the end users should approach the Microsoft Partners for the smooth handling of the upgrade process.

I hope this helps: