In this Post I will explore regarding the below facts. What is MFA for Microsoft Business Applications? How to Configure or Setup MFA? Pinpoints and Resolution of Dynamics 365 and Power Platform Developers around MFA Configuration. So Lets get started. What is MFA (Multi-Factor Authentication) for Microsoft Business Applications ? Microsoft Multi-Factor Authentication (MFA) is…
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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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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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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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In our last article we understand what is a Portal and how we can configure portals in Dynamics 365 instance. We can also create Portals in CDS environment by creating a new environment and provisioning the portal. In this post we will see how we can add new Webpage in our portal we have created…
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Introduction Dynamics 365 Power Portals are external-facing websites that allow users outside their organizations to sign in with a wide variety of identities, create and view data in Common Data Service or Dynamics 365 Instance, or even browse content anonymously. The full capabilities of Dynamics 365 Portals, previously offered only as an add-on to model-driven…
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Azure Logic Apps is a cloud service that helps you schedule, automate, and orchestrate tasks, business processes, and workflows when you need to integrate apps, data, systems, and services across enterprises or organizations. Logic Apps simplifies how you design and build scalable solutions for app integration, data integration, system integration, enterprise application integration (EAI), and…
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Dynamics 365 provides a very powerful way of handling Word/ Excel Templates. Some repeated Document preparation can be automated by using Document Templates feature of Dynamics 365. Lets say your organization sends some customized template letters such as below screenshot (The screenshot is a random picture has no relation with the article. just showing to…
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Dynamics 365 is a most powerful Business application which provides many business focused apps to achieve day-to-day business tasks. One of the feature is to change the look and feel of Dynamics 365 User Interface screen. Using Dynamics 365 Theme we can do following things: Using custom Logo to remove default Dynamics 365 Logo Change…
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Unified Client Interface (UCI) is a most advanced responsive UI design enhancements of Microsoft Dynamics 365 Customer Engagement. It ensures a better and faster response in all Mobile applications and also in large devices. UCI Apps are much faster then Web Client Apps in Dynamics 365. So in this post we will learn how to…
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Lets there is a scenario where customers are calling to customer representative and the customer represtative has to store this information as a service case in Dynamics 365 customer engagement application. Now lets see how this can be done. First of all we have to navigate Sales App and then select the record where the…
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Dynamics 365 Customer Engagement provides a very flexible way to import data into the system using robust Data Import in-built tool and it automatically maps the columns from excel sheets to entity fields. Lets say we have an excel sheet with below data. Now we want to import to our Dynamics 365 CE Contact entity.…
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Goal management is a very important process of every organization to achieve a targeted aim. Lets say an organization set a goal to increase its revenue by $2 Million in next quarter. So to achieve this organization assign goals to each sales person and the goals get evaluated at the end of the next quarter…
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For Bulk Field Inline updates Dynamics 365 provides a very flexible way called as “Editable Grid Control”. Lets say, An User wants to update two fields (Email and Address) of 20 Leads record then how to achieve the task? User opening every record to update those fields for all 20 records is very time consuming…
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