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

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

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

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

Microsoft Dynamics 365 Connected Field Service

Hi Everyone,

Today i am going to share my thoughts around Connected Field Service.

What is Connected Field Service?

Connected Field Service gives an opportunity for predictive service model via combination of
IoT diagnostics
Scheduling
Asset Maintenance
Inventory Management.

Benefits of Connected Field Service:

1. Reduce downtime by connecting to IoT devices to diagnose problems before customers are aware of an issue
2. Address issues faster by remotely monitoring devices and informing customers 
3. Device telemetry and service maintenance data helps to make intelligent decisions around dispatching technicians with the right expertise, availability, and proximity to the job

There are two options you can use to connect IoT-enabled devices into the Field Service solution:

 Azure IoT Central

 Azure IoT Hub

Lets look at the each of these briefly

Connected Field Service Azure IoT Central:

Connected Field Service for Azure IoT Central: Provides direct integration  Microsoft Dynamics 365 with Microsoft Azure IoT Central, it's a managed software as a service(SaaS) solution.

Microsoft Azure IoT Central enables System Administrators/Developers to configure rules and actions, so based on the actions, IoT alerts will be created in Connected Field Service.

Keep in mind also based on the activities in Connected Field Service, the information can be sent back to IoT Central.

It can be achieved by using Microsoft Flow automating workflows across the Field Service.

Lets see the steps on how to integrate Dynamics 365  with Azure IoT Central for the Connected Field Service Solution without coding skills:

• IoT Central can send information about device abnormalityto Connected Field Service (as an IoT Alert) for diagnosis purpose.
• Connected Field Service can create cases or work orders triggered from device abnormality.
• Connected Field Service can schedule technicians for inspection to prevent the downtime incidents.
• IoT Central device dashboard can be updated with relevant service and scheduling information
• Azure IoT Central requires no extensive cloud development or coding skills to get an IoT solution up and running.

With Microsoft Flow templates, users can connect their accounts, take advantage of our pre-built templates, and customize their own flows in an easy visual designer without the need for developer experience.

Connected Field Service Azure IoT Hub:

Connected Field Service for Azure IoT Hub is an add-on solution that brings Azure IoT platform as a service(PaaS) offering into Dynamics 365 for Field Service.

With this solution, you can run a deployment app to put all the Azure IoT services and Dynamics puzzles together.

All Azure IoT services run in your own Azure cloud subscription. Additionally, Microsoft provide an enterprise-ready template that you can customize for each Azure IoT service.

Connected Field Service Architecture:

So let's look at each of the components in the Connected Field Service briefly.

Azure components and services that are involved with Connected Field Service as follows:

Service bus queue:

This provides a queue for both inbound and outbound messages (commands) flowing between Dynamics 365 for Customer Engagement and Azure. 

When an IoT alert is sent to Dynamics 365 for Customer Engagement, or a command is sent from Dynamics 365 for Customer Engagement to the IoT hub, it will be queued here.

Logic Apps:

Logic Apps provides a middleware service between Microsoft Dynamics 365 for Customer Engagement connector and Queue connector.

 Dynamics 365 for Customer Engagement connectors are used to construct entities that are related to Dynamics 365 for Customer Engagementand Queue connectors are used for polling the queue.

Stream analytics:

Stream analytics provides real time event processing engine for deep insights from data, makes it easy to set up real-time analytic computations on data streaming from devices, sensors, web sites, 

social media, applications, infrastructure systems, and more. It is functioning as a funnel to send selective IoT alerts to Dynamics 365 for Customer Engagement.

IoT Hub:

Connected Field Services uses the IoT Hub to manage the state of registered devices and assets. In addition, 

the IoT Hub sends commands and notifications to connected devices—and tracks message delivery with acknowledgement receipts. 

Device messages are sent in a durable way to accommodate intermittently connected devices.

Simulator:

This is a test web app to emulate the device that is sending commands or receiving commands from the IoT hub.

Azure SQL Database:

Connected Field Service uses SQL Azure to store device heartbeat messages for later use by PowerBI to show the status of devices in Dynamics 365 for Customer Engagement.

Azure Blob Storage:

Queries that Stream Analytics will use are stored to Azure Blob storage.

I hope this helps.

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