Menu Close

Blog

Slide 1

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

Slide 2

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

Slide 3

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

previous arrow
next arrow

Dynamics 365 One Tenant and Multiple Instances access

Hello Everyone,

Today i am going to share quick tip on how to access One Tenant and  Multiple Instances Scenario.

Suppose we have Contoso tenant and there are Fabrikam and Rezet instances.

If the Fabrikam system administrator needs to support another instance i.e Rezet Instance then simply include the Fakrikam user in the “Domain Admin User” Group and all other security groups in which Rezet and Fabrikam  are part of the groups.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Contact us: https://www.gmrit-solutions.com
Email: info@gmrit-solutions.com

Share this:

Dynamics 365 hide notes pane labels

Hi Everyone,

Today i am going to share quick tip on how to hide the Notes Pane labels on all the entities..

For example Opportunity record have the “Opportunity Information”, Opportunity details, social pane, and “Notes Pane”.

If there is a requirement to hide the unwanted the labels on the “Notes Pane” then you can achieve this as follows:

Open the Opportunity form and double click on the Notes Pane Section on the Opportunity form.

when you double click on the Notes Pane you will see pop up:
As you can see “Filter by” area you can select the “Show Selected” then you can choose according to your choice. 
In this example i have selected only Activities and Notes.
Open the Opportunity and you can see only see the Activities and Notes.
I hope this helps:
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Contact us: https://www.gmrit-solutions.com
Email: info@gmrit-solutions.com

Share this:

Microsoft Dynamics 365 Team Member License Security boundary accessing Application

Hi Everyone,

As we know Microsoft Dynamics 365 Team Member License is a light weight license to give access to the users of an organisation who are less exposed to the full functionality of the Microsoft Dynamics 365 Customer Engagement or Unified Operations.

There are two types of the Licenses:
1. Full Access to the Microsoft Dynamics 365
2. Team Member License(Partial access)

Let’s take a scenario

User should be capable of accessing Microsoft Dynamics 365 CE limiting the user only to create “Contact”, “Activities” refer to the below image:

                                           
                                             

So Team Member License is used restricting the users from creating new records like Account, Opportunity and all other entities, refer to below image..
But Microsoft have given an Opportunity to the customers to buy the “Team Member” License for reasonable cost i.e £6.00 per month.
Customers don’t know how to use this “Team Member” License more efficiently..

As some of the customers complaining about the Team Member License restriction functionality, please continue reading..

Why ?

Some of the customers are using the Team Member License as  Full Dynamics 365 User, how ?
Because Microsoft haven’t restricted the users from accessing the Full Dynamics 365 where Customer needs to build security around the Team Member with new Security role along with Guideline from the Dynamics365LicensingGuide document.
Customers can use Team Member License as full user license but this will violate Microsoft Legal Compliance.

Solution: Build brand new security role around the Team Member license and assign it to the user then the user will have the restriction as mentioned in the Dynamics365LicensingGuide.

For more information please refer to the Microsoft Documentation.
I hope this helps
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites
Contact us: https://www.gmrit-solutions.com
Email: info@gmrit-solutions.com
Share this:

Microsoft Dynamics 365 App for Outlook login error

Hi Everyone,

I hope everyone is having nice summer time in United Kingdom and but back in India Summer is too hot..

Ok let’s jump on the scenario the user is trying to track the emails in Dynamics 365 via Microsoft Dynamics 36 App for Outlook.

User is getting an error message 
“We’re sorry,We are unable to show Dynamics 365 App for Outlook because current user role does not have required permissions. Please contact your administrator to have required security role assigned to the Dynamics 365 App for Outlook solution”.
From Dynamics 365 Version 9.10 on wards there is a new “Security role”  in the Microsoft Dynamics 365 needs to be assigned to the user “Dynamics 365 App for Outlook User” in order to access the “Microsoft Dynamics 365 App for Outlook”.
Once the “Dynamics 365 App for Outlook User” role is assigned to the user then the user is able to track the emails from the Outlook.
For more information refer to Microsoft documentation.
I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites
Contact us: https://www.gmrit-solutions.com
Email: info@gmrit-solutions.com
Share this:

Microsoft Dynamics 365 Admin Power platform Preview features

Hi Everyone,

Today i am going to share some new cool features that are soon published to the customers.

Let’s get started..

As a Global Administrator

www.admin.powerplatform.microsoft.com

 As you can see the Power Platform Admin Center(Preview)

Now click on the Environment then you can see all the instances associated with the Office 365 Tenant.

Right click  one of the environment (…) sign

Click on the Settings just highlighted on the screen shot above then  you will see all the settings of the  Dynamics 365

You can manage all the settings related to the Products, Email, Business, Services , Users + Permissions, Data Management and Encryption.

i will be blogging on these items on another blog post.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites
Contact us: https://www.gmrit-solutions.com
Email: info@gmrit-solutions.com

Share this: