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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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{How to} Scheduling recommendations in the Outlook add-in for Dynamics 365 Field Service Resource Scheduling

uk365guy

Hello Everyone,

Today I am going to show how to schedule the recommeded resource from Outlook.

Let’s get’s started.

Resource schedular normally have daunting time when they need to schedule a resource for
emergency work order.

So an assistant recommends workers and time for the job, saving dispatchers time needed to validatted matched resources.

1. Frontline managers and dispatchers can get recommendations to choose technicians or frontline workers to schedule work orders based on attributes like availability, skills, or expertise.

2. The scheduling assistant based on the resource scheduling solution is now available in the Outlook add-in.

3. Which is part of Field Service Integartions for Microsoft 365 applications. The feature helps dispatchers schedule, reschedule, or move a booking for a work order. Scheduling suggestions are based on resource availability, skills, customer promised time windows, customer location proximity and business unit.

That’s it for today.

I hope this helps
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Set up Dynamics 365 Field Service for Outlook add-in with Microsoft 365

uk365guy

Hello Everyone,

Today I am going to show how to integrate and configure the Dynamics 365 Field Service for Outlook.

Let’s get’s started.

You will need Microsoft 365 global administrator role to configure Field Service add-in for your organisation.

1. Login to Microsoft 365 admin center as a global admin or exchange admin.

2. Select the settings > Integrated apps, and then select Get apps.

3. Choose for entire organisation or selected users or group, and deployment method – fixed default, available, optional.

4. Save and the deployment will be successful.

It may take upto 12 hrs to appear the add -in,

Relaunch the Microsoft 365 app to see the add -in on the admin center.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Power Platform & Dynamics 365 Dataverse Storage Capacity Allocation – Overage Enforcement}

uk365guy

Hello Everyone,

Today i am going to show how the storage capacity allocated in Dataverse.
So let’s gets started.
Brief discription about the dataverse storage capacity:
All tables of dataverse, including system tables are included in the storage capacity reports.

 

1) Storage Capacity Usage:
    – File & Database : Tables store in File and Database storage are Attachment, AnnotationBase, Any custom tables or OOTB tables with datatypes file or image(full size).
– Any table that is used by one or more installed Insights applications & end in analytics.
– WebresourceBase
– RibbonClientMetadataBase
2) Log: The following tables are used – AuditBase, PlugintraceBase.
3) Database Only: All other tables are counted for your database including the dataverse search index.
Storage Capacity by source:
  – Org(tenant) default: The default capacity given at the time of sign up.
  – User Licenses: Additional capacity added for every user licenses purchased.
  – Additional Storage: Any Additional storage you bought.
  – Total: Total Storage available.
  – View Self Service Sources: See view self-service license amounts & storage capacity.
Top Storage usage by environment: The environment that consume the most capacity.
Add-ons: Your organisation’s add-ons details: See view capacity add ons in power platform admin center.
Note: The actual files such as PDF(or any other file attachment type) are stored in the file storage. However, certain attributes needed to access the files are stored in the database as well.
Example: Database Overage enforcement 
Scenario 1:
Type             Entitled              Consumed
Database        100GB                110GB
Log                   10GB                   5GB
File                 400GB                200GB
This above tenant is 10GB Over in database, despite having 200GB excess file storage, the tenant considered to be in deficit, so either needs to free up storage or buy additional capacity.
Example:  Log storage is over capacity, Overage enforcement.
Scenario 2:
Type                Entitled                  Consumed
Database           100GB                    95GB
Log                    10GB                      20GB
File                   400GB                    200GB
This above tenant is 10GB over in Log usage, Should free up storage or purchase more capacity.
Example: File storage in over capacity, Overage enforcement
Scenario 3:
Type                Entitled                    Consumed
Database           100GB                        20GB
Log                     10GB                        5GB
File                    200GB                       290GB
The above tenant is 90GB over in file usage, despite having 85GB available (80GB database + 5GB log) in storage capacity, the tenant is considered to be in deficit, this tenant should free up storage or purchase more capacity.
Example: Storage capacity scenario – “No Overage”
Scenario 4:   Log storage is over capacity
Type                    Entitled                         Consumed
Database                100GB                            80GB
Log                          10GB                            20GB
File                        400GB                           200GB
This above tenant is 10GB over in log usage, but has 20GB available in database capacity. Therefore,  the tenant isn’t in deficit.
Note: That file storage excess entitlement, can not be used to compensate deficit in log or database storage.
Hope this helps.
Aka UK365GUY
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{How to send email based on Phone Call Subject and Outcome fields using email template Dynamics 365 for Customer Service Hub}

uk365guy

Hello Everyone,

Hope everyone doing well.
Apologies for a big in blogging after long time.
Today we are going to see use caAse scenario.
Suppose i have a requirement where you want to send an email based on case table, phone call activity “subject and outcome” columns values.
Behind the scene an email template will be triggered based on the “Subject and Outcome” values.
Without further a do.. lets gets started.
Go to Phonecall and create an “Outcome” as optionset with values as ” No Contact Made” “Left Voicemail”. Place the field on the Quick Create form and publish the form and solution too.
Then
Create a Workflow: on Phone call
Condition: Subject: “STD Initial Call” or “More information required”
and Outcome: “Left Voicemail” or “No contact made”

AND

send an email using “Email Template”
Template is on Case and

 

Go to Active Cases and Click on “+” activities area and select the phonecall and fill in the “subject and Outcome ” fields and save the phonecall record.
You will see email will be triggerred:
I hope this helps.
Malla reddy(aka UK365GUY)

 

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{How to get Power Apps Per User Plan Licensing }

uk365guy

Hello Everyone,

Today i am going to show how to get power apps per user licensing plan.
Let’s gets started.
Go to Power Apps Licensing page from here

Choose the plan which is suitable for your business needs.

So in this example i am going to show to get free trial.

Select second option Per user plan $20 click on “Try Free”.

From above step you can create new account plan or add to existing Microsoft Tenant account provided you have global administrator rights.

I have created brand new account here you can see the new power apps user plan trail.

 

Now we look at how to get power app (run one app per user): is just under $5 per user/month

 

This is useful when there is a requirement to run their own Power App for each user, also it gives fiexibility to stack the license as and when required.

In order to get this licesening plan you would need a global admin rights or billing admin rights on the Microsoft 365 Tenant.

I hope this helps

Malla Reddy(aka UK365GUY)

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