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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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MICROSOFT CUSTOMER ENGAGEMENT WITH MICROSOFT DYNAMICS 365

Free bee from Microsoft,

Anyone interested to learn dynamics 365
Managing Customer Engagement with Microsoft Dynamics 365 is publicly available and being offered free of charge on Open EdX.

 This MOOC is appropriate for first-time Dynamics 365 users, young professionals, and students to highlight how to use Dynamics 365 customer engagement applications.
Registered users build customer engagement skills through videos, scenarios, customer success stories, and hands-on course activities.

Here is the link for free learning:

https://openedx.microsoft.com/

I hope this helps new learners and those of you want to enhance skills this is for you 😊

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DYNAMICS 365 ADMIN CENTER USAGE REPORT AND SECURITY & COMPLIANCE INFORMATION

Hi Folks,

Often clients have a requirements to see Dynamics 365 Usage Report.

In order to get this report, user should have a Global Administrator or System Administrator Rights.

After clicking on the Admin icon, you are presented with below image, then select the Report button on the right hand side and then click on the Usage…


Office 365  : Security & Compliance

Alerts:
Manage alerts
View security alerts

Permissions:
Assign permissions to people in your organisation, then we can perform the activity
in the security & compliance center.
you will need to use the exchange admin center and share point to set permissions for others.

Also if you want to use classifications for sensitive information types
Classifications:
Labels
Label policies
Sensitive information types: to use in security and compliance policies, include a large
collection of types we provide, spanning regions around the globe, also custom types

You can set Data loss prevention:
Policy..


Data governance:
Dashboard
Import
Archive
Retention
Supervision

Threat Management:
Review
Policy

Search & Investigation:
Content search
Audit log search:
Need to find out if a user deleted a document or if an admin reset someone’s password?
Search the Office 365 audit log to find out what the users and admins in your organization have been doing. You’ll be able to find activity related to email, groups, documents, permissions, directory services, and much more.

eDiscovery:
After creating an eDiscovery case and choosing who has access to it, use the case to search for email, documents, Skype for Business conversations, Teams data, and other content in your organization. You can then preserve the
content and export the search results for further analysis.

Reports:
Dashboard:
you can view report for recent download, Malware, Top Senders And Recipients, Spoof Mail, Spam Detections,
Sent and received email, Supervision reports..

Manage schedules:
Report for download:

Service assurance:
Dashboard
Compliance reports
Trust documents
Audit controls
Settings

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IMPORT ERROR ON DYNAMICS 365

MICROSOFT DYNAMICS 365 IMPORT ERROR WHILE TRYING TO IMPORT DATA FROM THE DYNAMICS 365 TEMPLATE

Scenario:- If you exported the Dynamics 365 data on to the Dynamics 365 Template for bulk updates and reuse the same template for import into Dynamics 365..

Solution for this error:
“You cannot import data to this record because the record was updated in Microsoft Dynamics 365 after it was exported”


whenever you try to export the data on to the Template for update of data and reimport back the same template then you need to very cautious about the changes you or any Dynamics 365 users on the Live environment.

Either you need to hold the users from editing or updating the existing records while you are making changes and reimport.

Or

You need to reimport the updated template data before any update have been made on the live environment. so that you will not be in this situation.

Otherwise you will see the above error…..

I hope this helps folks.

If you need any assistance on Dynamics 365 projects, new to dynamics 365 products, need support

Please visit our website : www.gmritsolutions.co.uk
Email us:- admin@gmritsolutions.co.uk
contactus: 00447809572230.

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BULK UPDATE DYNAMICS 365 RECORDS USING EXCEL ONLINE

MICROSOFT DYNAMICS 365 RECORDS TO BE BULK UPDATED USING EXCEL ONLINE..

Let’s gets started…

If you want to bulk update of the records on the Dynamics 365 online,

Follow the steps then you are good to go..

If you are not the owner of the records, first modify them to the current user or if you know what you are going to bulk update then select all the records in the view..

click on the three … dots you will find the export to excel click that dropdown then  click on the Open in Excel Online, then all the records selected will be shown in the excel gird view and then you start updating or  enter the new values.

Once you are happy with the changes then  click on the button Save changes to Dynamics

Then a pop will come up, where you can click on the Import link then it will take you the data import section on the dynamics 365…

Please see the below image for the successful imported data..

So you can navigate to the active account view on the dynamics 365.. and check all the changes have been reflected..

..

This method is quite useful without using any tools on the dynamics 365…

I hope this concept help some folks out there..

Dynamics 365 project work or want to implement Dynamics 365 in your organisation, any support work.
Please visit our website : www.gmritsolutions.co.uk 
or
contact us : admin@gmritsolutions.co.uk
or call us on 00447809572230.

We can help organisations within the UK and around the world:-)

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Microsoft Dynamics 365 Dashboard not viewable by other users

Hi Guys,

Today i am going to discuss about the dashboard viewing permissions in Dynamics 365..

Scenario : As an Administrator you create a dashboard and based on the users permissions then other users will be able to see the dashboard.

Make sure you change the Administration viewable by “Organisation”.

Please see the below image..

Then publish the dashboard.
So all users are able to see the changes on the dashboard.
I hope this helps..
Cheers..

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