Menu Close

Tag: #365blogpostsin365days

{How to} enable data improvement with email validation on Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share how to enable email validation on Dynamics 365 Sales for leads and contacts.

Let’s get’s started.

What are the benefits of Email validations(preview)

1. This will alert sellers when a lead or contact have same email address that are known or suspected to be invalid.

2. Only primary email address will be checked.

So Primary email address will be marked as not valid in the following instances:

1. Incorrect or incomplete email addresses. for example: mail@test
2. Test or spam email addresses. for example: test1@test.com
3. Temporary or disposable domains. for example: althrough@throwaway.com
4. Email addresses from expired or nonexistent domains.

Turn on for LEAD and CONTACT.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} Raise support ticket from Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to show how to raise a support ticket from Power Platform Admin Center.

Let’s get’s started.

Login into www.admin.powerplatform.microsoft.com

Expand the Resources and click on the Help + Support.

Then create a new support ticket so for that click on + “Get Help + Support”

Then a new side window will popup and there you need to select “problem”, you need to provide some details about the problem and we’ll search for solutions.

Choose what product were you using when the issue occurred from the drop down show in the screenshot above.

Then choose the Environment where you need support from Microsoft.

Also you need to describe the issue you have related to the apps and search for solution

Click on the Get solution:

If the solution is not found from KB then Microsoft Recommends to contact support

Click on Support then a new window will popup there you need to select the related support plan you have with Microsoft, here in this example i have selected Dynamics Online.

Sipport request issue title : Plugin Issue, issue description, Issue start date you can you “Use current time” if it is started current time.

Also specify the problem you’re reporting related to a recent service change such as Release Wave, Service Update, N/A.

How severe is this issue?

You can select the options based on severity: Critical, Moderate, Minimal Impact.

Advanced Diagnostic Information: You can give permission to Microsoft to create an enviornment inside your Tenant to diagnose the issue, so you can select based on your preferences: Allow Access to Diagnostics Information (recommended) by Microsoft.

1. Allow Access to Diagnostic Information(recommended)
2. Allow Minimal Copy With Access to Diagnostics Information.
3. Allow Full Copy With Access to Diagnostics Information.
4. Do not Allow Access to Diagnostics Information.

Final step is to provide your contact details like region, email address, phone number to reach you on.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} see Data export performance for Power Apps and Power Automate

uk365guy

Hello Everyone,

Today I am going to show how to see the data export performance for Power Apps and Power Automate.

Let’s get’s started.

Now you can see how the data export performance for power apps and power automate.

Login into www.admin.powerplatform.microsoft.com

Click on the Data Export on the left navigation pane,

Click on the new data export and new window will popup there you can select:

Create an Azure Data Lake Storage Gen2 account to begin exporting analytics data. Go to

www.portal.azure.com

1. Power Apps for adoption, usage, inventory and app metadata, enable tenant-level analytics to ON and click Next.

2. Similarly Power Automate – Adoption, usage, inventory and flow metadata, enable tenant-level analytics to ON and click Next.

Once the connection details provided from the azure portal then the set up will be completed to see the performance of Power Apps and Power Automate.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} set up Microsoft Teams call directly from Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales.

Change the Settings from bottom left corner side from Sales to APP Settings.

Click on Teams Calls and Microsoft Team calls settings will be opened.

You can set up Microsoft Teams so your sales team can call customers directly from Dynamics 365, with seamless integartion and premium options available.

1. Teams calls:

Allow sellers to make calls right from where they work = ON.

2.Answer incoming calls in Dynamics 365 : ON

When customers or leads call, sellers can aswer in Dynamics 365 and keep all the relevant information at hand.

3. Internal calls will ring only in the Teams app, not in Dynamics 365(recommended)

Transfer calls(preview) = ON

Sellers can transfer calls made in Dynamics 365 using one of 3 modes : blind, sale or consultative.

4. Security roles can be enabled for specific roles.

5.Advanced settings

You can select the Dynamics 365 apps for Teams calls.

for example: Sales Hub.

6. Recording with real-time transcription and insights = ON

Which allows sales team gets most out of every call with advanced conversation intelligence capabilities like AI powered insights rich call summaries and more.

Also enable for security roles.

Finally Click Update button.

Microsoft Teams calls set up successfully.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days)

Share this:

{How to } Enable Sales usage reports in Dynamics 365 Sales Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to enable Sales usage reports in Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales

Go to Settings on the bottom left corner and change to APP Settings from Sales.

Turn on Sales usage reports to YES, and SAVE.

SALES USAGE REPORTS:

Which provides information about the historical operational metrics and key performance indicators.

– Help your sales managers understand their teams’ operational metrics.

For more information about the sales usage reports click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this: