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Tag: #365blogpostsin365days

{How to} Lock and Unlock customizations for other user roles on Dynamics 365 Model Driven App

uk365guy

Hello Everyone,

Today I am going to show how to lock and unlock customizations for other user roles other than Administrators.

Let’s get’s started.

Login into Dynamics 365 Sales Hub.

Click on Sales Accelerator.

Settings new work item appearance window will be displayed.

You can switch the admin mode to YES and a check box with the LOCK CUSTOMIZATIONS will appear on the right hand corner of the screen where the sellers can’t edit any changes as admin mode is turned on, and save the changes.

That’t it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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{Do you know} How to change the model driven app record icon appearance

uk365guy

Hello Everyone,

Today I am going to show how to change the model driven app appearance.

Let’s get’s started.

Login into Dynamics 365 Customer Service Hub.

Select the ” Focused View” from Account Table List view.

Then account records will be on the focused view.

Click on three dots on focused view and then click on settings:

There are four icon appearances:

1. Record Image:

2. Record Initials

3. Record Type

4. Activity Type

You can set the icon apperance based on your preferences and save the changes.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365Days

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{Do you know} Set timelines display layout types on Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today I am going to show types of timelines display layout on Dynamics 365 CE.

Let’s get’s started.

How do you set this display layout on Dynamics 365 CE Timeline View.

Login into Dynamics 365 Customer Service HUB.

Open an Account record as an example:

Go to the Timeline view and click on … three horizontal dots.

As you can see the two types of display layouts:

1. Cozy: It shows brief view of the activity on the Cozy View.

2. Roomy: It shows the details of the each activity on the roomy layout

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{New} Block unmanaged customizations in Dynamics 365 CE

uk365guy

Hello Everyone,

Today I am going to share my thoughts on new feature “Block Unmanaged Customizatios in Dynamics 365 CE(Preview)”.

Let’s get’s started.

The Block unmanaged customizations feature in Dynamics 365 allows system administrators to control unmanaged customizations within Dataverse environments.

When this setting is enabled, the following operations are blocked for the environment:

You can enable from Environment settings > Feature

1. Import of unmanaged solutions: You won’t be able to import unmanaged solutions into the environment.

2. Creation of new solution components: This includes apps, tables and other customizations.

By enabling this feature, you can reduce the impact of unmanaged customizations in production environments. If you encounter any issues related to applying changes in a new version of a managed solution, consider reviewing the customizations and their impact on the environment.

Keep in mind that documentation explaining which specific customizations prevent certain changes may not be readily available, but experimenting with the “Overwrite unmanaged customizations” option might help your desired outcome.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365Days

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{How to} send an email to specific list of customers instead of creating new segments in dynamics 365 marketing real time marketing

uk365guy

Hello Everyone,

Today I am going to show how to send email without creating segmentation on Dynamics 365 Marketing.

Let’s get’s started.

Suppose you have a requirement to send urgent email to group of contacts and you don’t want to create a segment.

Then how do you do that?

Certainly! In Dynamics 365 Customer Insights – Journeys, you can use the “SEND NOW” feature to quickly send an email to specific recipients without creating new segments. Here’s how:

1. Create a Marketing Email Message:

Does your email message as usual, ensuring that you include all the requried elements(such as a subject and a name) and set all necessary fields.

Save the message with an appropriate name.

2. Use the Quick Send Feature:

Once your email message is ready, select ” SEND NOW”.

Dynamics 365 Customer Insights – Journeys will automatically create a static segment containing your selected contacts. The segement will have the same name as your email message.

Simultaneously, a customer journey will be preconfigured to send your message to that segment.

The Journey starts sending immediately.

3. Limitations of Quick Send:

You can send to a maximum of 30 contacts, selected one at a time(similar to a static segment).

Your message can include dynamic expressions, but you can’t use relations (only one hop in Dynamic expressions).

Ensure your message passes the standard error check, including all required content(subject, subscription-center link, physical post address, valid to/from addresses).

Remember, this feature is ideal for quick emails to specific recipients, bypassing the complexities of full-fledged campaigns. Both the generated segement and Journey will bear the same name as your email message.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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