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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Quick Campaign from Advanced Find in Dynamics 365 Customer Engagement

Hi Everyone..

Today i  will show how to do quick campaign and send letters to all contacts from Microsoft Dynamics 365 Customer Engagement..

Go to Advanced Find

Click on the results:

You will see the all contacts which are active in CRM, then select the right top check box then it will automatically selects all the contacts, click on the “Quick Campaign” button on the navigation pane which is highlighted as you can see from the above image..

We can see three options:
> For selected records: If we select few records from current view then select this option.
> For all records on current page: If we select all the records from the current view.
> For all records on all pages: All records from all pages..

So for now i will select the all records on current page..

Once clicked then you will be prompted with a new window “Create a Quick Campaign”

We can you the wizard to communicate with contacts directly for sending bulk emails, or to assign activities to others for completion, i.e phonecalls, also you can track the responses to these activities..

when you fill in the quick campaign, you will be asked to:
specify the name of the campaign,
select an activity and who to assign the activity to,
specify the content for the activity.

Give it a name and click Next..

Select the “Letter” and select  who will own the activities..
Fill in the subject and description then click Next..
We have successfully completed the wizard..
we can click back if we need to make any changes.. as we can see the purpose of this quick campaign ..
Also once the campaign is created then it will appear in sales and marketing pane, under the quick campaign
we can check the campaign in sales and marketing ..
I hope this helps..
Companies  requires Microsoft Dynamics 365 Customer Engagement or cloud products and services..
contact us

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Office 365 Admin Center features

Hello Everyone,

Let’s get you into the Office 365 Admin center

As we all aware in the Office 365 admin center, the following Apps are presented

OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Dynamics 365, Flow, Admin, Security & Compliance, Newsfeed, PowerApps,PowerPoint, Project, Social Engagement, Word

As we all know Admin center  features:

Users
Groups
Resources
Billing
Support
Settings
Setup
Reports
Health
Admin Centers

Today we are going to look into the “Setup”, “Reports”, “Health” of the Admin Center…

Setup: There are Products and Domains as a sub heading.

Products: The Product will show of what Customer have purchased and what product does the customer have access to the products..

For example: From the above image we can see the Dynamics 365 Customer Engagement – Products,
total licenses , available licenses after consumption, software included like Microsoft Projects, SharePoint, OneDrive, Dynamics 365, Social Engagement, status active..

When you click on the assign licenses hyper link we can add new licenses to the new users and also we can see who we already assigned the licenses..

Cool feature is that if there are thousands of new users then we can search in the search box provided, also we can export the all users from the environment for “auditing” purposes..

Bottom we can see “Just want to add an email address” –

Where you can create the shared email address or an additional email address for one person.

There is another link “Types of users” – Different types of users and accounts can use Office 365 in distinct ways..

Types of users:

Types of users : 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 erros: 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.

Views: Learn how creating views will help you keep this list under control – before it gets too long.

+ Migrate  user mailboxes : Migrate your user mailboxes to Office 365



Migration includes : Upload PST files, Gmail, Outlook, Hotmail, Yahoo, Other email, Exchange..

Another sub heading of setup is “Domains”

Where you can add domain, buy domain, view all domains currently you have with this subscription and even you can search for the domain in the event of multiple instances..

Lets jump into the “Reports”

Reports have two sub headings like

Usage
Security & Compliance

Usage:

Reports:
Usage: Usage will give the picture of the users usage for 7, 30, 90 and 180 days period…

Also activity of emails, OneDrive files, sharepoint files, Office activations and Office
365 Adaption[preview]

Security & Compliance under the reports:

Make sure you have sufficient permissions to view reports – make a request to your system administrator to give permissions to view reports..

We will look in detail about the security & compliance in next post in the coming days.. keep an eye for it 🙂

Lastly Lets jump on to the health in the office 365 admin center:
Health :
> Service health

> Message center

Service health:
All services are healthy: All services, Incidents, Advisories..
whether all services are running without any defects and service health and any incidents may have on the service health dashboard.

> Message center:

Read about staying on top of office 365 changes:
Major updates:

All active messages etc..

So system administrator can see the systems reports, health check and user usage from Office 365 admin center itself..

I hope this helps.

If any SMB’s or Enterprise customers in need of Microsoft Dynamics 365 Customer Engagement support, development, training, short term work, please keep in touch
Company: www.gmritsolutions.co.uk
Email: Admin@gmritsolutions.co.uk
Blog: www.mscrmgmr.blogspot.co.uk

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How to extract different team members from a business unit in Dynamics 365

Hi Everyone

Today i am going to refer to one of the scenario:

Suppose there are different teams[RSM,Kent, gmrdigital ] in business unit[gmrdigital] and you need to extract users from different team of the business unit.

Users within the business unit gmrdigital.

If we want to export the users team members from team then it is not possible.
So there is a way to export the team members from Dynamics 365 
Let’s get’s started.
Go to Advanced Find
Look for : Users
Use Saved Views: Enabled User;
By default the status, Access Mode, Access Mode will come.
All you need to do is select the “License Type = Enterprise”, “Team Contain Data”, “Team Name = GMRDIGITAL”
Click the result button in the menu area..

 Then select all the users and click the export Users button  in the menu area

We will get all the users related to the team from Dynamics 365..

Similarly we can retrieve other team members from teams of the business unit accordingly.
I hope this helps.
SMB’s and Enterprise Buisnesses need of help, then  contact us 
www.gmritsolutions.co.uk
www.mscrmgmr.blogspot.co.uk
Email: Admin@gmritsolutions.co.uk

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Microsoft Dynamics 365 with Versium Predict

Hello Everyone,

Today i am going to explain new feature in Microsoft Dynamics 365.

Versium Predict is additional feature which predict the sales and marketing team to evaluate which lead or customer is the potential buyer.

With the Versium Predict, once you install the application into the dynamics 365 the rest is assured by the Versium Predict.

It is built on power of Machine Learning and it will predict which will show who is willing to buy products are services, this is a cool features with the dashboard and statistics of which any sales or marketing team can easily evaluate.

How to install the Versium Predict,

Let’s get’s started..

Go to the App Source and type the Versium Predict and its free with Microsoft Dynamics 365..
and install the app. then you will see the app under the Setting >  Tools > Versium Predict..

With the Versium Predict, it will predict which customer can actually buy your products with your historical data that you have at your organisation.

By simple business process and dashboard the team can easily access the Versium tool and get the job done.

With the Custom predict model,  based on the leads stored in the Dynamics CRM, Versium can predict which lead actually going to buy  and it will score for them, so that team can follow up and close the deals.

Versium Predict uses Machine Learning and Big data for predicting scores from massive datawarehouse directly inside Microsoft Dynamics 365.

This is cool feature and catches eyes of Sales and Marketing Managers to grab the app in the Dynamics 365..
I hope this helps..
As we are Microsoft Partner and specialist in Cloud Products and Services, if any SMB are Enterprise customers need of our services. 
You can reach at www. gmritsolutions.co.uk

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MICROSOFT DYNAMICS 365 SUPPORT INSTANCE

Hello Everyone,

In Microsoft Dynamics 365, there is feature which is quite useful for organisations called “Support Instance”

Support Instance: Support Instance is an non-production instance which is used to troubleshoot the error and reproduce the same error in the support instance and resolve it.

Support Instance can be created by Microsoft  on organisation tenant to resolve the issue. so the support instance is completely different from the production instance, it will not impact the production environment in any way.

System Administrator have complete rights for managing and transferring the organisation data by copying it to a support instance.

 Support instance?

Normally support instance is created in your tenant by Microsoft for preventing or repairing problems on the Online Environment.

so it doesn’t need any additional non-production instance to be purchased, database size of a support instance does not count towards your storage limit, also resides in the same data center of your instance.

What data is in a Support instance?

Support Instance is created by Microsoft, no data or customization’s of an organisation is copied this instance. Microsoft Dynamics 365 system Administrator can maintain the instance and copy the full or minimal copy of the organisation instance, also SA must consent to providing a copy of their data to Microsoft.

Who has access to a Support instance?
Partial  copy:
Microsoft team members who are members of a support security group
Full copy:
Microsoft team members who are members of an elevated support security group

What type of data access does Microsoft have?

Online  application

System admin privileges

Database (via SQL query tools):

Read/Write access to all tables

Access to the database requires additional approval by Microsoft and it is managed, controlled, and granted as needed.

Access to the database is time limited (for example, 30 minutes) and expires automatically.

How long does a Support instance stay in your tenant?

14 days or resolution of the problem.

SA can delete the Support instance at any time.

Is access and usage of Support instance audited?

Yes.

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