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Author: uk365guy

{How to} Import Data between Dynamics 365 Environments

uk365guy

Hello Everyone,

Today i am going to share xrmtoolbox tool which can help you to import data between environments.
Let’s gets started.
Suppose we have a  requirement to export data from UAT to Production, we can do this task in multiple way.
1. Manual export and Import
2. Kingswaysoft Tool
3. Scribe Integration tool
4. Xrmtoolbox – Data Transporter
 
So i am gonna show data transporter tool, how it is going to help with data import.
 


 
Open Xrmtoolbox and click on Connections

then choose the Microsoft Login Control

Then a pop up will be on the screen and choose Open Microsoft Login Control

 

Then a new pop up will appear on the screen:

1. choose : Office 365(if you are connecting cloud Dynamics 365 environment)

2. check boxes: display list of available organisations & Show Advanced

3. Online Region: Dont Know, it will be show all environments related to region and click Login.

Then it will be display all available environments and choose one as source and open the “data transporter tool
Data Transporter tool opens in the xrmtoolbox with the source you have chosen:

 

also choose the target environment, then choose the Table you want to transfer data between the environments, in this example i have chosen “Price List Items”, all the attributes related to the table will be displayed, you can choose mapping fields by clicking on the mappings.
You can check the whether the data transfer will be accurate or not by clicking on the Preview button :

 

 

One you are happy with the data, then you can click on the “Transfer Data” button on the tool.

If there are any issues then it will be displayed on the screen otherwise the data will be tranferred into the environment.

I hope this helps.

Malla Reddy(@UK365GUY)

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{How to }PL 100 MICROSOFT POWER PLATFORM APP MAKER EXAM PREPARATION

uk365guy

Hello Everyone,

Preparing for Microsoft Certification PL 100 Microsoft Power Platform App Maker.
I have been following below procedure to get prepared well with this exam.
PL 100 Exam syllabus slightly changed from july 23rd 2021 Syllabus
Book exam from here
Microsoft Learn for PL 100 here
Create an environment community plan for practise from here
We can get the exam voucher for free if you attend one of the microsoft virtual training sessions.
please find link for virtual training from here 
Then you can start you learning process now.
Firstly if you have linkedin learning then please refer to the power platform introduction to Power BI, Power Apps, Power Automate, Power Virtual Agent from  Gini von courter videos here
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{How to} Activate a Retired Product in Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today i am going to share simple tip on how to activate a retired product in Dynamics 365 Field Service.

Suppose you have retired a product which is expired. After sometime you need to activate the product.

On the Product record there will be Activate button, click on the Activate button.

Now you can see the Product record is in Active mode.

I hope this helps.

Malla Reddy(aka @UK365GUY)

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{How to } – { what is the impact of Delegated Email Approver security role in Dynamics 365 Customer Engagement }

uk365guy

Hello Everyone,

 
Today i am going to show when, how and why we need to give “Delegated Email Approver” security role to the system administrator to approve email for active mailbox.
 
Suppose you have a requirement to enable Dynamics 365 App for Outlook to the Dynamics 365 user, for that you need to approve the email for that user..
 
As a system administrator you login into Dynamics 365 Customer Engagement  and Advanced Settings  
 
> Administration > Email Configuration 
 
 
 
> Click on the Mailbox 
 
 
Then you can see active mailboxes, select the mailbox you want to approve as you can see below screenshot and highlighted, click on the “Approve Email” 
 

 

 

Then you will get the below error message saying only “Global Administrator or Exchange Administrator” roles can approve the email.

 
 
 
 
 

Solution: As system administrator can’t approve email because of unassigned the ” Delegated Email Approver” security role.

 
This role is only assign by either Global Administrator or Exchange Administrators only, system administrator can’t assign  Delegated Email Approver” security role by himself or herself.
 
 
 
So Global Admin should assign the  Delegated Email Approver” security role to the system admin to perform the ” Approve email” on Dynamics 365 to continue with the configuration of Dynamics 365 App for Outlook.
 
 
 
I hope this helps.
 
Malla Reddy {aka @UK365GUY }

 

 
 
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