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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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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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My Achievements

uk365guy

Professional Achievements 

Awarded Top 20 Microsoft Dynamics 365/CRM Blog on the web for 2018


Awarded Top 100 Dynamics 365/CRM Blog winner for small and medium on the web for 2017

  

  

Microsoft Certified Solutions Associate

  


https://www.youracclaim.com/user/malla-reddy-gurram

                                    

MB2-715 Microsoft Dynamics 365 Customer Engagement Online Deployment 

   Microsoft Certified Professional

       MB2716: Microsoft Dynamics 365 Customization and Configuration 

                                                               MICROSOFT CERTIFIED PROFESSIONAL


 SCRIBE CERTIFIED PROFESSIONAL FOR SERVER, WORKBENCH,DYANMAICS CRM AND SALESFORCE ADAPTERS

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MICROSOFT DYNAMICS 365 PLANNING IMPORT DATA

uk365guy

Import Data

– Ways to import data:
  – Import Data Wizard
  – Programmatically using the SDK
  -Third-party tools
  – Data Loader Service

-Microsoft Dynamics CRM 2011 On-Premise and later can leverage the On-Premise to Online Conversion Service.

Planning the import

 – Consider how much legacy data to bring into Dynamics 365 (some, all or even none)

 – Do not underestimate the time needed to export, process and import data.
 – When will legacy data be cleansed? Before or after import.
 – Some record types require special consideration, such as quotes which cannot be imported in a State other then draft.

Data Loader Service:

– A cloud based service for moving data between files and CRM Online.
– The service is provided as part of Lifecycle Services and Dynamics

 – Data is staged in Azure.
    – 500 records will be imported in a second 

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MICROSOFT DYNAMICS 365 CONFIGURE AND MANAGE MOBILE DEVICES

uk365guy

Configure and Manage Mobile Devices

– App for Mobile Devices

– Configure entities for mobile.

Mobile Device Apps:

Apps available for phones and tablets:

App                                 First available
Dynamics 365 for phones             CRM Online 2015 Update 1
                                      CRM 2016 On-Premises

Dynamics 365 for phones              CRM Online Fall ’13
express (previously called             CRM 2013 On-Premises
Dynamics 365 for phones)

Dynamics 365 for tablets      CRM Online Fall ‘ 13 and  CRM 2013 On-Premises

Configure Steps for Users:

-Check that the mobile hardware and software is supported #
– Install the app from the relevant store.
– Sign -in to the app using the URL for Dynamics 365 and Dynamics 365 username and password

Offline Working :

Recently viewed records are cached and can be viewed but not edited.

-New records can be created while offline as drafts.
-Drafts can edited before going online.
-Some restrictions: Can’t edit existing records, can’t link a draft record to another draft record(such as opportunity to account).

Security Privileges:

Configure Entities for Mobile:

-All custom entities can be enabled for all mobile apps.
– For Dynamics 365 for phones and Dynamics 365 for tablets entities can optionally be made read -only.
– Many system entities are enabled (and can be disabled)
-Some system entities are not enabled and cannot be enabled.

Hide Form Components for Dynamics 365 for Phone:

– Form compoenents such as tabs, sections, and fields can be hidden from Dynamics 365 for Phones.
– Does not apply to Dynamics 365 for Tablets.

Dashboards:

– More than one dashboard (system or user) can be enabled for Dynamics 365 for phones and     Dynamics 365 for tablets.

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MICROSOFT DYNAMICS 365 INTEGRATION WITH MICROSOFT OUTLOOK AND MICROSOFT DYNAMICS APPS

uk365guy

 Managing Microsoft Dynamics 365 Apps:

-Introduction to App Modules
– App Designer
-Site Map Designer
-Getting more apps from AppSource
-Overview of PowerApps.

Microsoft dynamics 365 integration with Microsoft Outlook.

-Dynamics 365 for Outlook is installed on a compuetr with Outlook.

-Access Dynamics 365 data and features from within Outlook.

-Track emails , appointments, contacts and tasks.

-Use Dynamics 365 email templates

-Work with Dynamics 365 data offline.

Supported Operating Systems:

-32 bit and 64 -bit versions of Windows
  – Windows 7 with SP1, 8,8.1 and 10

-Windows Server 2012 and 2012 R2 Remote Desktop Services

Software Components:

-Supported versions of Outlook:

  – Office 2010, 2013 and 2016
 – The 64 – bit client is only supported on 64 -bit versions of Office.

– Internet Explorer 10 or 11

Other required components might be downloaded and installed during Setup

Deployment Methods:

– Manual Installation.
-Manually using the command line.
-Download link in web application.
-Group Policy.
-Microsoft System Center Configuration Manager.
-Remote Desktop.
-Third party tools for software installation.

Configure Microsoft Dynamics 365 for Outlook:
– Select Dynamics 365
-Enter your user name and password
-Choose the appropriate instance

Configure Microsoft Dynamics 365 for Outlook:

– Select Dynamics 365
-Enter your user name and password
-Choose the appropriate instance
How to install and configure the app for outlook:
– Go to settings > App for Dynamics 365
– Apps for Microsoft Dynamics 365 
> Microsoft Dynamics 365 for Outlook click on Download
A pop up will merge
Getting Started with Dynamics 365 for Outlook.
1. Download and install
2.Configure
 copy the url 
3. Enjoy Dynamics 365 for Outlook
close the pop up..
Navigate into Configuration wizard
> Go to Start
> Click on Microsoft Dynamics 365 
> Configuration Wizard
Paste the URL of CRM Online and click next..
After entering the username and password on the popup and then user is configured in the organisation.

Offline Capability:

-Offline capability allows a user to work with Dynamics 365 data 
   even when disconnected from the network..
-Offline capability can be installed when Dynamics 365 for Outlook is installed or later.
Offline working:
-All processing is performed on the user’s computer.
-Changes to records are stored in a local Microsoft SQL Server Express database.
-When going online, a synchronisation process updates the server database.
To Keep the local database size small, only records specified to be available offline by data filters are available.
-A user can change the offline data filters.

Synchronized Fields:

-Synchronizing items such as emails and appointments between Dynamics 365 and Outlook has been part of 
  Dynamics 365 from the earliest version.
– No control over which fields were synchronized or the direction.
– Works with Outlook client synchronization and Server Side Synchronization.
Configure synchronized fields:
– To configure synchronized fields navigate to 
  Settings > Administration > System Settings > Synchronization
– Synchronization can be one-way, two -way or none.
– You cannot add new fields or custom fields to the synchronization settings.
– Applies to Appointment, Contact, Fax, Letter, Phone Call, Recurring Appointment, Service Activity and Task entities.
.
Go to Settings > Administration > System  settings > Select the Synchronization tab > Manage fields Link the the below pop up will appear and choose which fields you don’t to be synchronized or Synchronize and one way Synchronize (for example : phone -> Outlook to Dynamics 365)

Microsoft Dynamics 365 App for Outlook

Is a server side installation.
– Performance Improvements 
– Support for on-line to on-line; on-premise to
   on-premise and hybrid scenarios.
Dynamics 365 App for Outlook
-App commands
-Improved UI
-One click set regarding
-Add Dynamics 365 activities.
Dynamics 365 App for Outlook
– Displaying Dynamics 365 Contacts and Leads
– Displaying Dynamics 365 Users
– Add unknown receipts to Dynamics 365.
– Highlights DL’s

Dynamics 365 App for Outlook:
-Set regarding from pinned or MRU
-Search for a record and set regarding
-Create a record and set regarding
-Display the regarding record summary
-Support custom entities
-Add Dynamics 365 activities.
– Support meeting tracking
– Keep existing Outlook Add-in functionality.
– Add knowledge based arcticles
– Add sales literatures.
– Cool features is
 – Add emails templates
Outlook app
– Dynamics 365 — exchange Online
– Microsoft Outlook for Mobile, Mac, All the web access, and even Outlook in Iphones..
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MICROSOFT DYNAMICS 365 INTEGRATION WITH SHAREPOINT, ONEDRIVE, ONENOTE,DELVE,OFFICE GROUPS

uk365guy

INTEGRATION WITH SHAREPOINT

– Dynamics 365  integrates with SharepPoint via Server – to – Server integration.

– All combinations of Dynamics 365 Online, Dynamics 365
–  On-Premises with SharePoint Online, SharePoint On-Premises are supported.

OneDrive for Business

Store, synchronize and share files

Private storage where documents are not shared by default
 – unlike SharePoint

-1TB of cloud space is provided

-Automatically synchronizes with OneDrive for Business desktop application.

Requirements:

-Dynamics 365 or Dynamics 365 On-Premises
-User must be assigned an office 365 license
-SharePoint Integration.

OneNote :

OneNote is used to capture the Adhoc Notes which can be typed or hand written.
In a way to use paper project button.
Recently OneNote made it available in Office 365 and now it is integrated with Dynamics 365

OneNote Integration:

-Available for Dynamics 365 and Dynamics 365 On-Premises
-OneNote notebooks stored in a SharePoint Site.
-SharePoint integration must be enabled.
-Entity enabled for document management and OneNote integration.
– Does not replace Dynamics 365 Notes.

Microsoft Social Engagement

-Social Engagement can be used on its own or integrated with Dynamics 365 (and Dynamics 365 On-Premises)

-Social Engagement is a cloud-based system for collecting data from social media websites.

Integration with Dynamics 365

-Social Engagement subscription must be enabled and have assigned licenses to users.

-In the Dynamics 365 web application, configure Social Engagement (Settings > Administration)
-Select the Social Engagement instance

-Add the Social Engagement control to Dynamics 365 forms and dashboards.

Skype for Business and Skype

-Dynamics 365 integrates with Skype and Skype for Business (Previously known as Lync)
-Telephone numbers cab be clicked to start a call.
-Only one of Skype and Skype for Business can be configured for  a Dynamics 365 instance (Settings>Administration > System Settings)

Yammer: –

Yammer is  a cloud based service that provide a private social network site for organisations.

-It can be integrated with Dynamics 365 and Dynamics 365 On-Premise
-Yammer enterprise license are required to integrate with dynamics 365.

-The Free version of Yammer not supported for Integration with Dynamics 365 and Dynamics On-     Premise.

-You might be aware of activity feeds in Dynamics 365 also a collabration feature.

– After Integration with Dynamics 365 the activity feeds are not shown on the Dynamics 365 instead    it will be shown on Yammer.

The Integrating person should be Dynamics 365 Administrator.

Office 365 Groups:

-Office 365 Groups are shared workspaces for collaboration between Office 365 users.
-The Integration with Dynamics 365 allows collaboration between Dynamics 365 users and Office 365 users who are not Dynamics 365 users.
-The integration is provided by a Dynamics 365 solution that is installed from the Office 365 admin portal.

Requirements to complete the integration with Office 365 Group

– Microsoft Dynamics 365
-An Exchange Mailbox for each user that will use Office 365 Groups.

-SharePoint integration enabled for viewing documents in an Office 365 Group.

Integration in Microsoft Dynamics 365

-Configure integration at Settings > Office 365 Groups

-Select Aut0 Create to automatically create a new group for new records.

Office Delve:

-Office Delve is part of Office 365
-Search content in Word, Excel, OneNote, SharePoint sites and elsewhere in Office 365.
-Can be shown in Dynamics 365 via a dashbaord component.

Requirements:
-Dynamics 365
-A subscriptiuon to Office 365
-Not available for Dynamics 365 On-Premises.

To enable Delve dashboard in dynamics 365 Integartion:
In Settings > Document Management enable:
-SharePoint Integration.
-Office Graph Integration.

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