I have recently added an User to the Dynamics 365 Platform and assigned the D365 CE Subscription. But when the user logs in he is not able to see the Sales Hub and some other apps in the dynamics 365 home page. We have cross checked also that the security role has been assigned to…
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Using CD.tools website you can download the SDK zip File. Open the website CD.tool and click on Get SDK Tools. There are multiple options we can get the Dynamics 365 SDK Tool kit. 1. Download SDK ZIP to local On clicking of Get SDK Tools you can find a button called “Download SDK Zip File”.…
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Quick view form is a configuration by which we can show parent entity information on a child entity without writing code. Lets see how to do this. Step-1: Create a Quick View form in Parent Entity Lets say we want to show the login user’s Manger and Business Unit on a Lead form while creating…
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Dynamics 365 can be integrate with Outlook using the Dynamics 365 App for Microsoft Outlook. Microsoft Dynamics 365 App for Outlook is an Office add-in that you can quickly add to your users’ mailbox so they can track communication and review Dynamics 365 for Customer Engagement applications’ information in Outlook. Lets see how to proceed.…
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The process of OneNote Integration with Dynamics 365 is a easy process. you need to navigate to Advanced Settings in Dynamics 365 CE and then click Settings-> Document Management. In the document management section you will find a option “OneNote Integration”. On click on this option a pop-up will open where we can choose for…
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Integrating OneDrive with Dynamics 365 is preety much straight forward. Follow the steps below to understand the process of integration. Step-1 : Enable the Integration Settings in Dynamics 365 CE Login Dynamics 365 CE and navigate to Advanced Settings-> Settings-> Document Management and then click on “Enable OneDrive for Business”. Click the checkbox and proceed…
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Assuming you have a SharePoint subscription I am proceeding with the post. To Integrate with SharePoint follow the below steps. Step-1: Open Office Portal and Open SharePoint Browse Office Portal with the address http://portal.office.com/. Login using your Dynamics 365 CE credential. Once Logged in click on SharePoint icon from the App Dashboard. Now the SharePoint…
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In this post we will discuss how to Integrate Power BI with our Dynamics 365 Customer Engagement App. Lets follow below steps. Step-1 : Login to Power BI and Instal App for Dynamics 365 Go to Power BI Portal. https://powerbi.microsoft.com/en-us/landing/signin/ Sign in using Dynamics 365 CE Online credential. You may be prompted to sign up…
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Power Automate a very powerful concept to be used for robust integration requirements for cloud or native business applications. Power Automate is a service that helps us create automated workflows between our favorite apps and services to synchronize files, get notifications, collect data and more. We can create different type of Power Automate apps as…
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Power Platform is the Game changer in these days. Power Apps such as Model-driven apps and Canvas apps crossed all app development limits. So more learning on these Power Apps more will be your grip towards the Dynamics World. This post is not a new post but to refresh the practical concept of Canvas app…
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Using entity form we can achieve Create record operation in Portals. lets see how to do. Step-1: Create an Entity Form in Dynamics 365 Portal App Open Dynamics 365 CE Portal App and Navigate to Entity Form. Create a New Entity Form with below Values: Name : Customer Create Entity Form Entity Name : Contact…
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Entity List is reponsible to show a list of records from Dynamics 365 or Common Data Service. In a list we may display less columns lets say Customer name and email but if there is a requirement that on click of the list item some more fields should be visible such as address, phone number…
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Open the Entity List and scroll down to see Search section and check the Enabled checkbox as given below screenshot. Also you can provide a Placeholder text for the searchbox lets say “Type your keyword”, Define a Tooltip as “Search Records in the List”. After that Save the Entity List. Now in the Power Portal…
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In our last blog we have learned how to display Dynamics 365 CE entity data on Dynamics 365 Portal using Entity List with a single Entity View “Active View”. Now in this post we will see how to add more Views and change the caption of the views to the Entity List. Open the Entity…
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Using Entity List we can show/display Dynamics 365 Customer Engagement Entity records on Dynamics 365 Portals. Lets see how to do the configuration. I assume your organisation is already having a Dynamics 365 Portal and you as a consultant maintaining and configuring the portal. Step-1 : Decide the entity to display The first step is…
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