Open Activities Tab properties Older version of CRM have Following option in Activities Tab properties In D365 V 9.0, We have Additional Setting for Unified interface Properties Options for Unified Interface 1. Label Name 2. Filter by - To filter what to be viewed on activity timeline. Either view all, or one of Activities/Notes/Posts. … Continue reading Unified interface properties for Activity Tab/Activity Feed Timeline {New in V 9.0 }
Category: Dynamics 365
What’s New in V 9.0 and what has changed for Developers?
SDK Changes : With the release of Dynamics 365 (online), version 9.0, there are a lot of changes in our developer documentation New location: https://docs.microsoft.com/dynamics365/customer-engagement/developer/ New name: Developer Guide No more monolithic SDK download Separation and fusion of reference content Client API documentation overhaul Detailed entity documentation New name: Developer Guide A Software Development Kit (SDK) … Continue reading What’s New in V 9.0 and what has changed for Developers?
Reference Panel {New in V 9.0 }
One More Option in Section, A Reference Panel - A Reference panel is a single column section. You can insert sub grids, Quick view control, or a Knowledge Base Search control inside a Reference panel section. Facts About Reference Panel 1. You cannot add all Controls, Only controls for Reference panel are Sub Grid, Quick View … Continue reading Reference Panel {New in V 9.0 }
New Quick Create Form for Appointment. {New in V 9.0 }
We have New Form for Appointment in D365 V 9.0 Quick Create Form, This is an optimized form. Before V 9.0 We had following forms But now we have one more form This appointment Quick Create form is currently being used in Interactive Screens In older version Appointment was not having option of allow … Continue reading New Quick Create Form for Appointment. {New in V 9.0 }
No More Form type (Main Form – Interactive Experience and Mobile – Express) {New in V 9.0 }
Yes. Before V 9.0 We had 6 Form types Main Form Mobile - Express Quick View Form Quick Create Form Card Form Main Form - Interactive Experience In D365 v 9.0. We have only Four forms types Main Form Quick View Form Quick Create Form Card Form With new UUI - Unified user interface, … Continue reading No More Form type (Main Form – Interactive Experience and Mobile – Express) {New in V 9.0 }
What is CAL ?
When we create user in Office 365, we usually are not allowed to make changes to users in CRM, we can just Manage Roles Reassign Records Manage Teams Change Business unit Change Manager and positions Manage Queue But there is one more option in users record CAL information - Client Access Level Information So what … Continue reading What is CAL ?
[QA] Document Management
Different ways of File Management in MS CRM provided OOB? Notes (Stores File in Azure Cloud for CRM Online) SharePoint One Note One Drive [Notes] Default option for attaching files in Notes which is not configured at global level, CRM > Setting > Customization > Customize The System > Entities > Select Any entity (contact) … Continue reading [QA] Document Management
[QA] Auditing
What is the max number of entity which can be audited? Max number of entities in CRM What can be audited in D365 V 9.0? All Records activity, User Activity and now additionally SDK messages, User activity across Office 365 Application. What are the Different Levels of Auditing is possible in D365? Organization level. Entity … Continue reading [QA] Auditing
Audit Activity Logging {New in V 9.0 }
You must have access of System customizer or system Administrator or Equivalent Role. If you notice in Setting > auditing > Global Audit Setting > Audit Setting Area > We have new option called Start Reading Auditing. What is this for and how this will help in auditing?Also notice in Setting > Customization > Entities … Continue reading Audit Activity Logging {New in V 9.0 }
[Demo] Audit Activity Logging
Please read part 1 for better understanding. Lets Demo for Account Entity, We will activate start reading auditing at Global audit setting @Organization level Activate Single and multiple record auditing @entity level Add Any Attribute or make some changes in Account entity and Publish the customization I am adding new field and publishing the … Continue reading [Demo] Audit Activity Logging
Unable to Connect Dynamics CRM OrganizationWebProxyURL is null
While connecting Dynamics 365, to be Specific 9.0 using Following code of Console **For Connecting CRM Via Console App, Find my Blog Here Application, you will not be able connect to CRM You will get Following Error in Log. Unable to Connect Dynamics CRM OrganizationWebProxyURL is null. This Behavior of CRM is Because of … Continue reading Unable to Connect Dynamics CRM OrganizationWebProxyURL is null
Dynamics 365 Spring ’18 Release is here!
Spring '18 Release is here Microsoft's another major release is here. • Unifying our business applications across marketing, sales, service, operations, finance, talent, and retail into a comprehensive family of capabilities that spans the entire business process landscape – so you can solve specific business problems with applications that work seamlessly together. • Ensuring you … Continue reading Dynamics 365 Spring ’18 Release is here!
Setting > Security > Teams
Setting > Security > Teams Here you can create and manage team for your organization as an admin. Why create a team? If you have created and shared views (or charts, dashboards, etc) you know what a pain it can be to share each view you created with one person at a time – especially … Continue reading Setting > Security > Teams
Setting > Security > Business Unit
Business Unit, This can think as a grouping of members working in Organization. Organization may be Small or big, always have different sectors of business and each business have different role to play or combined role to play. Organization having different sector of business which need to be grouped so to identify and monitor every … Continue reading Setting > Security > Business Unit
How D365 V 9.0 is different from V 8.2?
Setting > Auditing > Audit Summary View > Delete option Setting > Document management > Removed option of Manage Document Suggestion Setting > Administrator has some changes in options Data performance is not in 8.2 but this option is now in V 9.0 Mobile offline configuration was there in 8.2 but now with Unified interface, … Continue reading How D365 V 9.0 is different from V 8.2?
Setting > Customization > Themes
Important thing about Themes in CRM V 9.0 is We have now 3 theme already provided by CRM, before V 9.0 we had only one theme which was "CRM Default Theme" Now additionally CRM provides "CRM Blue theme" and "CRM Orange Theme". Default CRM theme has following color combination CRM Blue Theme has following color … Continue reading Setting > Customization > Themes
Setting > Security > Users
Users of CRM are actually not only the user of CRM, but CRM user are already a part of Office User and of course azure AD The Core User management is in Azure Active Directory (AAD) You can create user at 2 location, directly in AAD by login into Azure portal or from office portal. … Continue reading Setting > Security > Users
Setting > Data Management > Data encryption/Import-Export Translation file
This Feature allow you to add new key for encryption. Encryption Key is the key which can be used to decode or decrypt User Name and Email password stored in DB. This Encryption key standard - SQL Server cell level Encryption standard. The key is used only for user name and email password. Data Encryption … Continue reading Setting > Data Management > Data encryption/Import-Export Translation file
Setting > Data management > Add Ready-to-use-business process flow
Business process flows can be created for 25 system entities, as well as any custom entity that has the Business Process Flow attribute enabled. Keep in mind that once this attribute is enabled, it cannot be disabled. Before Adding Ready to use Business process flow Following Entities will have no business process and Create Form will look … Continue reading Setting > Data management > Add Ready-to-use-business process flow
Setting > Data Management > Data maps/Data Import/Template for Data Import/Sample Data
Data Maps Data maps are the map file which store mapping which can be used to mapped while importing data for same entity. This Maps can be imported or is created when you Import some file and specify the data map name in last stage of import wizard To import a file, Xml file is … Continue reading Setting > Data Management > Data maps/Data Import/Template for Data Import/Sample Data
The Tech Burst 