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Tag: #mallareddygurram

{How to} enable Finance and Operations in Dataverse

uk365guy

Hello Everyone,

Today i am going to show how to enable Finance and Operations User Impersonation in Dataverse.

Let’s get’s started.

Login into Power Platform Admin Center.

Choose the environment and then settings and then Features.

Finance and Operations in Dataverse = ON;

By default it is turned OFF.

When enabled the Finance and Operations application in this environment has permissions to impersonate Dataverse users. This allows users of Finance and Operations to make calls to Dataverse which runs as that same user in Dataverse, using the Dataverse permissions assigned to that user. Only select this option of the Finance and Operations administrator is trusted with the same level of permissions in Dataverse as the Dataverse administrator.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Turn on Preferred Solution to implement healthy ALM

uk365guy

Hello Everyone,

Today i am going to show how to turn on Preferred Solution & What are the benefits of it.

Let’s get’s started.

Go to Power Platform Admin Center.

Open the environment you want to set these settings.

Then click on Settings and Features.

When turned on, Dataverse will automatically add any new or updated objects to the user’s preferred solution. When the user is not in the context of a solution.

If you would like to know the healthy ALM click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} enable Power BI Components in Power Platform Solution

uk365guy

Hello Everyone,

Today i am going to show how to enable Power BI Components in Power Platflorm(preview).

Let’s get’s started.

Login into Power Platform Admin Center.

Select the environment and then Go to settings.

Then Features.

Create and use Power BI Components in Power Platform and assign Workspace permissions. This feature works when the environment, Power BI tenant, and datasets are all in the same region.

Allow creation and usage of Power BI Components = ON

Automatically assign permissions to Power BI workspaces = ON

Allow information sharing between this environment and Power BI workspaces in other geographics regions = ON

For more information about the Power BI content management in Power Apps Solutions(Preview) click here

That’s it for today.]

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the purpose of Dynamics 365 Marketing Events

uk365guy

Hello Everyone,

Today i am going to my view on Dynamics 365 Marketing Events.

As we know Dynamics 365 Marketing is a comprehensive marketing automation platform offered by Microsoft. It includes features for event management, allowing businesses to plan, promote, execute and analyze various types of events.

Here are some key aspects of managing events in Dynamics 365 Marketing.

1. Event Creation:

Dynamics 365 Marketing enables you to create different types of events, including webinars, conferences seminars, trade shows and more.

You can set up events details such as the event name, date, location and description.

2.Event Registration:

You can create registration pages for your events, which participants can use to sign up for attendance.

Dynamics 365 Marketing provides customizable registration templates, making it easy to design attractive and informative registration pages.

3. Custom Registration Forms:

Businesses can design custom registration forms to gather specific information from attendees such as contact details, preferences, dietary restrictions, or any other relevant data.

This data is collected and stored within Dynamics 365 for future use.

4.Email Campaigns:

The Platform allows you to create and send email campaigns to promote events to your target audience.

You can segment your contact lists and personalize email content to increase event attendance.

5.Automated Event Communications:

Dynamics 365 Marketing supports automated communication throughout the event lifecycle, inc,uding confirmation emails, reminders, and post-event follow-ups.

You can send event related communications at specific intervals to keep attendees engaged.

6. Ticketing and Pricing:

You can set up ticketing options, including free and paid tickets, and define pricing structures for events.

The platform can handle tickets sales and payments, making it easier to manage revenue and attendee records.

7. Event Check-in and Badges:

Dynamics 365 Marketing offers features for efficient event check-in. You can use QR codes and badges to streamline the registration process.

This ensures a smooth experience for attendees and minimizes wait times.

8. Event Analytics:

The platform provides detailed analytics and reporting tools to measure the success of your events.

You can track registration numbers attendee demographics and engagement metrics to evaluate the events impact.

9. Integrate with Other Dynamics365 Apps:

Dynamics 365 Marketing can integrate with other Dynamics 365 application, such as Dynamics 365 Sales and Dynamics 365 Customer Service allowing for seamless lead and customer management throughout the event lifecycle.

10. Event Surveys and Feedback:

After the event, you can collect feedback from attendees to understand their satisfaction and gather insights for future improvements.

Dynamics 365 Marketing can automate the disribution of post-event surveys.

11. Event Management Workflows:

You can design event management workflows to automate tasks and communications related to event planning and execution.

These workflows help streamline event operations and reduce manual effort.

Overall Dynamics 365 Marketing’s event management capabilities empower businesses to efficiently organize and execute events, engage with attendees and analyze the outcomes.

This integrated approach helps organizations deliver exceptional event experiences and drive marketing success.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Enable Microsoft Teams for Dynamics 365 Customer Insights Events

uk365guy

Hello Everyone,

Today I am going to show how to enable Microsoft Teams for Dynamics 365 Marketing Event.

Let’s get’s started.

1. Login into Dynamics 365 Marketing.

2. Change the settings to Event Planning.

3. Click on Events, a list of all existing Events will be displayed and select one Event

Do you want to stream this event = Toggle to YES

Then the Microsoft Teams will be enabled as streaming provider.

You can change meeting options, also some users can bypass the lobby and directly join the teams event.

Always let callers bypass the lobby, announce when callers join or leave, allow attendees to unmute, record automatically, allow meeting chat, allow reactions, allow camera for attendees

Note:

Assign the people presenting a Speaker role in Dynamics so they’ll have the same privileges in teams, they will be able to share their screen, chat, join as an attendee and more.

Webinar attendees are muted by default but can be unmuted by the speaker or organizer.

Meetings attendees can mute and unmute themselves, Participants can be muted by the speaker or organizer.

Your Dynamics 365 Customer Insights – Journeys data related to this webinar will be transferred to Microsoft Teams and then the related post- webinar data will be transferred back to Dynamics 365 Customer Insights – Journeys.

That’s it for today.

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

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