Register a Dynamics 365 app with Azure Active Directory

  • Sign in to Microsoft Azure Management Portal or Sign up for a free trial. The account should be in the same Office 365 tenant where we would like to register the app. (or link existing Azure Subscription not in same tenant as CRM)

https://manage.windowsazure.com/

  • Inside Azure Management Portal select Azure Active Directory

  • Select App registrations and click Add

  • Provide required details for the App and click Create

  • Select the App created to get the required details

  • To give permission to App to access Dynamics CRM, click on Required Permissions in API Access section

  • Click on Add

  • Select Dynamics CRM Online

We’d get the notifications.

  • Along with Client id we would also need Authorization Endpoint, when we develop App.

Hope it helps..

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{Dynamics 365} Preview Feature – Organization Insights Dashboard

Organization Insights Dashboard in Dynamics 365.

Create a new Dashboard and Add Organization Insight Components to it.

oi

oi1

 

crmazurecomponents

A new reporting component to provide organization insights has been added in Dynamics 365. These charts can be added to a dashboard and provide the mentioned below information

insights1

a) Active Users – Number of users that are logged at different times of the day.

b) Active Users Performing Specific Operations – Number of Different operations(Create, Update, Delete and Read) performed by active users at different times of the day.

c) Most Active User (Changes) – Number of changes (Create, Delete, Update) performed by different users past 2hours, 48`hours or past 30 days.

insights2

d) Total Page Requests – Page requests in classification of Dashboards, Reports and forms at specific times.

e) Total Operations – Total number of operations Create, Delete Update and Read happening at specific times.

f) Most Active Users – Read operations performed by the most active users.

For using organization insights, we need to be firstly configure them…

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New Visual Designer for Business Rules in Dynamics 365

In Dynamics 365 we have new visual designer for Business Rules (and Business Process Flows).

Condition and Actions can be added through Add button or dragged and dropped

Conditions and Action can be copied, cut. delete and pasted in designer window.

Snapshot creates a snapshot of the business rules. (image file with png extension)

Conditions can be defined in the Properties window

Still we can only specify either Add or OR conditions

Changing it to OR replaces AND condition

May be in future release we’d have that feature as well.

Hope it helps..

Quick Walkthrough – Editable Grid in Dynamics 365.

Let us try exploring Editable Grid in Dynamics 365

We’d enable it on Contact Entity ( editable grid works for custom entities as well)

  • Go to Contact entity, control tab and click on Add Control

  • Add Editable Grid

  • Enable Editable Grid as default for Web, Phone and Tablet

  • Save and Publish the change.
  • Go to Contact Home Grid. (fields now can be edited, Status, Composite fields etc are not editable)

  • We can do Group By on the grid

  • Similarly, in Associated View of Contact we have the same behavior

  • To switch back to Read Only Grid, select SHOW AS command

  • Back to our old Read Only Grid (no grouping)

  • We can add JScript for fields inside grid.
  • Let us try Adding function on OnChange of Address 1: City field inside Editable Grid

  • On changing the City field in the grid

For Subgrid,

subgrid.png

sg1.png

Hope it helps..