Menu Close

Author: uk365guy

BUSINESS PROCESS FLOW ENTITIES IN DYNAMICS 365

uk365guy
What kind of entities you can use while creating BPF?

Entities that can use business process flows in Dynamics 365

Only entities that use the updated forms can use business process flows. This includes custom entities and the following system entities:
  • Account
  • Appointment
  • Campaign
  • Campaign Activity
  • Campaign Response
  • Competitor
  • Contact
  • Email
  • Entitlement
  • Fax
  • Case
  • Invoice
  • Lead
  • Letter
  • Marketing List
  • Opportunity
  • Phone Call
  • Product
  • Price List Item
  • Quote
  • Recurring Appointment
  • Sales Literature
  • Social Activity
  • Order
  • User
  • Task
  • Team
To enable a custom entity for business process flows, select the Business process flows (fields will be created)check box in the entity definition. Note that you can’t undo this action.
Note
If you navigate to the business process flow stage that contains the Social Activity entity and choose the Next Stage button, you’ll see the Create option. When you choose Create, the Social Activity form loads. However, because Social Activity isn’t valid for Create from the Dynamics 365 application user interface, you won’t be able to save the form and you’ll see the error message: “Unexpected error.”
I hope this helps..
Share this:

CREATE SSRS FETCH BASED REPORTS WITH DYNAMICS 365

uk365guy
I  have a requirement to develop ssrs reports on dynamics 365.

These are the steps you need to follow to develop reports on the visual studio 2013 for Dynamics 365:
 Make sure you have installed report authoring extension for the dynamics 365 on visual studio 2013:
Here is the link for it.
Once the tool is installed on the system and then you can see the screen like below screen shot:
It will prompt  for connection string &  username and passport .
Design the Query using Querybuilder:

Then select the fields required for the report.
Build the report and deploy to CRM, go to solutions and select the solution which you are working for the reports and then select the report then click on add existing, select the rdl file, then you are good to go..
Share this:

MICROSOFT DYNAMICS 365 APP FOR OUTLOOK AND RELEVANCE SEARCH

uk365guy
.

Microsoft Dynamics 365 App for Outlook is an Office add-in that you can quickly add to your user’s outlook applications.

So they can track emails and appointments, create contacts, and review Dynamics 365 information in context of their emails or their appointments.

To be eligible for this app, Users will need the Use Dynamics 365 App for Outlook privilege and have server -side synchronization set up for incoming emails or for appointments, Contacts and Tasks.

Microsoft Dynamics 365 App for Outlook uses relevance search. If relevance search is turned on for your organization, make sure that these entity types are searchable: Account, Opportunity, Case, Contact, Lead.

How to enable relevance search in Dynamics 365:

Go to the system settings and set up search then enable the relevance search.








Advantages of the Relevance search:
Relevance Search brings the following enhancements and benefits:

Improves performance with external indexing and Azure Search technology.
Finds matches to any word in the search term in any field in the entity.
Matches may include inflectional words, like “stream”, “streaming”, or “streamed”.
Returns results from all searchable entities in a single list sorted by relevance,
based on factors like number of words matched or their proximity to each other in the text.
Matches in the result list are highlighted.

Note
Relevance Search isn’t available for Dynamics 365 (on-premises) organizations.

Relevance Search is disabled by default. Your administrator needs to enable it for the organization. After Relevance Search is enabled,
you may have to wait up to an hour or more, depending on the size of your organization,
before you start seeing the Relevance Search results in the Dynamics 365 web application.
Smaller changes in indexed data may take up to 15 minutes to show up in your system.

While Relevance Search finds matches to any word in the search term in any field in an entity,
 in Quick Find, even with the full-text search enabled, all words from the search term must be found in one field.

In Relevance Search, the better the match, the higher it appears in the results.
A match has a higher relevancy if more words from the search term are found in close proximity to each other.
The smaller the text where the search words are found, the higher the relevancy.
For example, if you find the search words in a company name and address, it may be a better match than the same words found in a large article,
far apart from each other. Because the results are returned in a single list, you may see a mix of records displayed one after another, such as accounts,
opportunities, leads, and so on.
 The matched words in the list are highlighted.




I hope this helps.

Share this:

O365 TYPES OF USERS

uk365guy
Types of users
On the Active users page in the Office 365 admin center, you can filter by the following types of users.
Type of user
Definition
Licensed users
These users have been assigned an Office 365 license, such as Office 365 Business Premium or Office 365 Enterprise E3, so they can be use Office 365 services.
Sign-in allowed
These users can sign into Office 365 to create documents, check email, and so forth. Most of your users should be able to sign in at any given time.
Sign-in blocked
These users cannot sign into Office 365. An example of this is a user who left the company and you blocked their access to Office 365.
Unlicensed users
These users have no Office 365 license, like Office 365 Business Premium or Office 365 Enterprise E3, so they can’t use Office 365 features. Examples are administrators who only need to manage Office 365, employees who have left the company, or shared and resource mailboxes that aren’t associated with people.
Users with errors
These users have errors associated with their account that need to be resolved.
Billing admins
These users can make purchases, manage subscriptions, manage support tickets, and monitor service health on your behalf.
Global admins
These users have access to all administrative features. The person who signs up for Office 365 becomes a global admin but you can have more than one if you like. Global admins are the only admins who can assign admin roles to others.
Password admins
These users can reset passwords, manage service requests, and monitor service health on your behalf.
Service admins
These users can manage service requests and monitor service health on your behalf.
User management admins
These users can reset passwords, monitor service health, manage user accounts, user groups, and service requests. They can’t delete a global admin, create other admin roles, or reset passwords for billing, global, and service admins.
Add custom filter
With this option, you can create a custom filter to view only certain types of users of your preference, such as which users are on the Office 365 Business plan. Learn more.
Share this: