MICROSOFT DYNAMICS CRM /365 BLOG : June 2019

Wednesday, 26 June 2019

Microsoft Business Application summit videos

Hi Everyone,

Today i am going to share quick reference to the Microsoft Business Application Summit 2019.

Most of the Tech enthusiastics want to see all the coverage of the Microsoft Business Application Summit.

Here is the link where you don't miss single session..

Microsoft Business Applications Summit

https://powerusers.microsoft.com/t5/MBAS-Gallery/bd-p/PA_MBAS_Gallery?filter=pc_dynamics%20365

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Email: info@gmrit-solutions.com

Tuesday, 25 June 2019

Dynamics 365 Customer Engagement Demo Trial Environment with Business Central Trial for 90 Days

Hi Everyone,

As you know creating a trial version of the Dynamics 365 for 30 days from Microsoft Website.

Here is the link for 30 days

https://trials.dynamics.com/

Microsoft recently introduced the trail version of the Dynamics 365 environment

Here is the link

https://demos.microsoft.com/Login

If you are a Microsoft Partner or Employee of the Microsoft Partner then you can create a demo environment from here.

From July 1st 2019 Microsoft releasing consolidation of the environments

Fill in your work email address and password then you can start creating the Microsoft Dynamics 365 Customer Engagement Trial

Once you have successfully logged in, you will see below screen..

You can set up all the Microsoft Dynamics 365 Stack demo tenent from this place.

Here for this blog post example, i have created Microsoft Dynamics 365 Customer Engagement Environment.

When we create new environment, it will be prompted with your user credentials and good thing is you will get 25 user licenses for this demo environment.

Once you logged in you will see the Dynamics 365 with all the Apps..

What if we need to create a Business Central Trial Demo for the same customer on the Dynamics 365 Customer Engagement Environment?

Here comes a little trick..

We have to visit the below trail url:

https://trials.dynamics.com/

Select the "Business Central " Tile from the screen and give the credentials of the Demo tenant environment.

Once successfully logged in, we can see this below screen with Business Central along all the Customer Engagement Apps..

Now we can utilize this environment for both for Customer Engagement and Business Central Demo for 90 days with out any hassle.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Email: info@gmrit-solutions.com

Monday, 24 June 2019

Difference between Common Data Service and Common Data Model

Hi Everyone,

As we all know, there is huge changes on the Microsoft Dynamics 365 Platform..

Earlier Microsoft Dynamics 365/ CRM used to have stand alone application for the Customer Relationship Management.

Things have been changing at a rapid phase releasing new things and platform enhancement across the Dynamics 365 Power Platform.

Now it there buzz words across the Microsoft and Community..

Power Apps: Power BI, Power Apps, Microsoft Flow, Common Data Service, Common Data Model, Model Driven Apps, Canvas Apps..

More on the Model Driven Apps and Canvas Apps in future blog posts.

Dynamics 365 Customer Engagement: CE is Apps like Sales, Customer Service, Field Service, Project Service Automation, Marketing, AI for Sales, Customer Insights, Talent

Dynamics 365 Business Central, Finance and Operations..

What is the Common Platform for all these Applications?

Here comes the Common Data Service:

CDS: Common Data Service is lets users to store and manage the data that is used by the business applications.

According to Microsoft Documentation:

"Data within Common Data Service is stored within a set of entities.
An entity is a set of records used to store data, similar to how a table stores data within a database.

Common Data Service includes a base set of standard entities that cover typical scenarios, but you can also create custom entities specific to your organization and populate them with data using Power Query. App makers can then use PowerApps to build rich applications using this data."

For further information about the Common Data Service refer to Microsoft Documentation.

Lets move on to the Common Data Model:

The Common Data Model simplifies the process by sharing data language for business and analytics applications to use.

According to Microsoft Documentation:

The Common Data Model metadata system enables consistency of data and its meaning across applications and business processes (such as PowerApps, Power BI, Dynamics 365, and Azure), which store data in conformance with the Common Data Model.

See Image from Microsoft:

Common Data Model is frequently used by the App Developers, Data Integrator's.

For more information about the Common Data Model refer to the below link.
https://docs.microsoft.com/en-us/common-data-model/

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Dynamics 365 Team Member Unable to make connections between entities

Hi Everyone,

Today i am going to share my experience with the Team Member User in Dynamics 365.

Scenario:
Team Member unable to make connections between contacts and accounts primary contact.

How to resolve this issue:

Lets gets started..

Microsoft Dynamics 365 Team Member License will have restricted access according to the Dynamics 365 Licensing Guide.

Here is the links for reference:
https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf

In order to resolve this problem..

System Administrator need to look at the security role of the team member.

The Relationship role needs to have organisation level access to the team member..

Make sure the Team Member can have Read and Assign access to the Account entity also the same level of access to the contact entity.

Finally the Team Member can create "Connection" between the records on Dynamics 365..

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Email: info@gmrit-solutions.com

Microsoft Dynamics 365 User Inactivity and last logged in

Hi Everyone,

Today i am going to share useful information around the users activity and when was the user last logged in and inactive users.

How to find out the User Audit logs from the Dynamics 365?

With Advanced Find View we can see who the users are enabled and which license type the user is assigned on the Dynamics 365.

But how can we find the detailed login information and activity of the user?

1) You can see the Audit Log Summary on the Dynamics 365.

But getting the detailed activity from Audit log file is time consuming and needs some custom development to export the log file and filter by the users on the excel sheet.

2) XRMTOOLBOX:

There is a too inside the XRMTOOLBOX which we all know is dedicated to the community by MVP Jonas Rapp.

Xrmtoolbox have number of free tools, one of them is the User Audit Viewer by Deepak Battini.

With this tool we can get the all the users activities like inactive users and active users, when was the last time the user logged in from the "User Audit Viewer" tool..

As you all know how to connect to your Dynamics 365 Customer Engagement Application and start verifying the user activity.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Wednesday, 5 June 2019

Dynamics 365 One Tenant and Multiple Instances access

Hello Everyone,

Today i am going to share quick tip on how to access One Tenant and Multiple Instances Scenario.

Suppose we have Contoso tenant and there are Fabrikam and Rezet instances.

If the Fabrikam system administrator needs to support another instance i.e Rezet Instance then simply include the Fakrikam user in the "Domain Admin User" Group and all other security groups in which Rezet and Fabrikam are part of the groups.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Monday, 3 June 2019

Dynamics 365 hide notes pane labels

Hi Everyone,

Today i am going to share quick tip on how to hide the Notes Pane labels on all the entities..

For example Opportunity record have the "Opportunity Information", Opportunity details, social pane, and "Notes Pane".

If there is a requirement to hide the unwanted the labels on the "Notes Pane" then you can achieve this as follows:

Open the Opportunity form and double click on the Notes Pane Section on the Opportunity form.

when you double click on the Notes Pane you will see pop up:

As you can see "Filter by" area you can select the "Show Selected" then you can choose according to your choice.

In this example i have selected only Activities and Notes.

Open the Opportunity and you can see only see the Activities and Notes.

I hope this helps:

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Achievements

Wednesday, 26 June 2019

Tuesday, 25 June 2019

Monday, 24 June 2019

Wednesday, 5 June 2019

Monday, 3 June 2019