Microsoft Dynamics 365 Team Member License Security boundary accessing Application

Hi Everyone,

As we know Microsoft Dynamics 365 Team Member License is a light weight license to give access to the users of an organisation who are less exposed to the full functionality of the Microsoft Dynamics 365 Customer Engagement or Unified Operations.

There are two types of the Licenses:
1. Full Access to the Microsoft Dynamics 365
2. Team Member License(Partial access)

Let's take a scenario

User should be capable of accessing Microsoft Dynamics 365 CE limiting the user only to create "Contact", "Activities" refer to the below image:

                                           
                                             

So Team Member License is used restricting the users from creating new records like Account, Opportunity and all other entities, refer to below image..

But Microsoft have given an Opportunity to the customers to buy the "Team Member" License for reasonable cost i.e £6.00 per month.

Customers don't know how to use this "Team Member" License more efficiently..

As some of the customers complaining about the Team Member License restriction functionality, please continue reading..

Why ?

Some of the customers are using the Team Member License as  Full Dynamics 365 User, how ?

Because Microsoft haven't restricted the users from accessing the Full Dynamics 365 where Customer needs to build security around the Team Member with new Security role along with Guideline from the Dynamics365LicensingGuide document.

Customers can use Team Member License as full user license but this will violate Microsoft Legal Compliance.

Solution: Build brand new security role around the Team Member license and assign it to the user then the user will have the restriction as mentioned in the Dynamics365LicensingGuide.

For more information please refer to the Microsoft Documentation.

https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf

I hope this helps

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

Microsoft Dynamics 365 App for Outlook login error

Hi Everyone,


I hope everyone is having nice summer time in United Kingdom and but back in India Summer is too hot..



Ok let's jump on the scenario the user is trying to track the emails in Dynamics 365 via Microsoft Dynamics 36 App for Outlook.

User is getting an error message 

"We're sorry,We are unable to show Dynamics 365 App for Outlook because current user role does not have required permissions. Please contact your administrator to have required security role assigned to the Dynamics 365 App for Outlook solution".

From Dynamics 365 Version 9.10 on wards there is a new "Security role"  in the Microsoft Dynamics 365 needs to be assigned to the user "Dynamics 365 App for Outlook User" in order to access the "Microsoft Dynamics 365 App for Outlook".

Once the "Dynamics 365 App for Outlook User" role is assigned to the user then the user is able to track the emails from the Outlook.

For more information refer to Microsoft documentation.

https://support.microsoft.com/en-gb/help/4229661/we-are-unable-to-show-dynamics-365-app-for-outlook-because-current-use

I hope this helps.

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

Microsoft Dynamics 365 Admin Power platform Preview features

Hi Everyone,

Today i am going to share some new cool features that are soon published to the customers.

Let's get started..

As a Global Administrator

www.admin.powerplatform.microsoft.com

 As you can see the Power Platform Admin Center(Preview)

Now click on the Environment then you can see all the instances associated with the Office 365 Tenant.

Right click  one of the environment (...) sign

Click on the Settings just highlighted on the screen shot above then  you will see all the settings of the  Dynamics 365

You can manage all the settings related to the Products, Email, Business, Services , Users + Permissions, Data Management and Encryption.

i will be blogging on these items on another blog post.

I hope this helps.

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

Microsoft Dynamics 365 Duplicate Records merged Out of the box feature

 Hi Everyone,

In Microsoft Dynamics 365 Customer Engagement,  we can only merge the duplicate records of

Accounts

Contacts

Leads

But not the Opportunities on the Dynamics 365 Customer Engagement Out of the box.

I hope this helps

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

Microsoft Dynamics 365 Disable Category Based Tracking

Hi Everyone,

Have you heard of the categorize the emails from Outlook and Tracked in Dynamics 365?

Some times clients don't want to see the "Tracked to Dynamics 365" on the Outlook.

We can suggest couple of options to the client, then what are they?

let's see this in action:

1. Right Click on the Email and select the "Categorize" and then All Categories a small pop box comes up 

then select the "Tracked to Dynamics 365" and click on the "Delete" button as shown on the screenshot.

This action completely removing the category from a tracked email, appointment or task untracks it from Dynamics 365 for Customer Engagement.

2. By using the OrgDBOrgSettings tool

To disable the special Tracked to Dynamics 365 Outlook category, you need to enable the OrgDBOrgSetting in your Dynamics 365 for Customer Engagement apps organization. Dynamics 365 for Customer Engagement apps provides the OrgDBOrgSettings tool that gives administrators the ability to implement specific updates that were previously reserved for registry implementations.

Microsoft Clearly given on the documentation:

Follow the instructions in this article for steps to extract the tool.

After extracting the tool, disable the OrgDBOrgSetting TrackCategorizedItems.

Disabling the OrgDBOrgSetting will remove the category Tracked to Dynamics 365 on all Exchange mailboxes of the Dynamics 365 for Customer Engagement organization which have server-side synchronization enabled in about 15 minutes.

You can also use this tool to edit the OrgDBOrgSetting TrackCategorizedItems

I hope this helps.

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

Start Dynamics 365 careers with Microsoft Free Learning Platform

Hi Everyone,

I get a lot of request from the community on how to start learning and choose Dynamics 365 as a career.

https://gmrit-solutions.com/dynamics-365-2/

As i already stated in my previous blog post on how to learn free of the cost "Dynamics 365, Power Apps, Common Data Service.

http://mscrmgmr.blogspot.com/2019/03/microsoft-dynamics-365-free-learning.html

Check out below url and choose the right path for your future. Why wait click below link

https://docs.microsoft.com/en-us/learn/browse/?products=dynamics%2Cpower-platform&resource_type=learning%20path

If you still want to have instructor lead Training

Get in touch with us @ https://gmrit-solutions.com/training/

I hope this helps

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

Dynamics 365 Untrack emails for individual users

Hi Everyone,

Today i am going to share my experience on particular situation where some of the users emails communications being tracked in dynamics, the outlook will show "Tracked to Dynamics 365" alert.

If you want to untrack emails for individual users, simply you need to make the "incoming emails to None".

so that the users "Dynamics 365 App for Outlook will be deleted for that user.

I hope this helps

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

Dynamics 365 user unable to see Customer Engagement Apps

Hi Everyone,

There are situations where new users are unable to login into Dynamics 365 for the first time..

Normal way of trouble shooting is to clear the cache and check proper security roles are assigned, proper license is assigned to the user, proper security is assigned in the Office 365 admin area.

Still  if the user still unable to login into Dynamics 365 ?

Then Global Administrator/ System administrator login into Admin area and follow below instructions

After investigating, the issue was resolved by selecting the ellipsis, on the custom Dynamics 365 app, and selecting show for all roles, as it was set to hidden for all roles.

I hope this helps..


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