Category: Microsoft Dynamics 365

{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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{Dynamics 365 New Features} Explore the new OOB Actions available with Dynamics 365


Another insightful post from Debajit on Dynamics 365

Debajit's Dynamic CRM Blog

Some more research and yet another blog post to highlight another excellent feature of Dynamics 365. I have been extoling Dynamics 365 and I am tired as the more I explore, the more I get amazed by it. So without wasting much time, let me straight get to the point here.

With Dynamics 365, a whole new set of actions has been provided to you OOB. As per MSDN documentation, the following are the new set of actions available with this release.

•Add (Case) to Queue

•Add user to Record Team

•Apply Routing Rule (to Case)

•Calculate Actual Value (of Opportunity)

•Close Opportunity

•Get Quote Products from Opportunity

•Get Sales Order Products from Opportunity

•Lock Invoice Pricing

•Lock Sales Order Pricing

•Qualify Lead

•Remove User from Record Team

•Resolve Incident

•Resolve Quote

•Revise Quote

•Unlock Invoice Pricing

•Unlock Sales Order Pricing

I know your hands might be itching now already…

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Create Apps in Dynamics 365 using new App Designer and Site Map Designer in Dynamics 365


Similar to the apps that we see in Menu Bar for Dynamics 365, we can create our own apps.

First we need to enable the Preview for it.

Go to Administration à System Settings

Go to Settings à My Apps

Click on Create App


It will take us to App Designer, provide details.

Different components that we can add

Or drag drop

First we need to configure the SiteMap for the app. Click on arrow inside Sitemap area to configure.

Inside Site map designer we can add Area, Group and Sub Area (the usual components of Site Map)

Update properties of Area, Group and Subarea and add new Sub Areas.

Area Properties.

For Group

For SubArea

Different Types of Sub Area can be defined.

This is how the app looks inside Site Map Designer

Save and close to go back to App Designer

It has added Dashboard along with Contact and Lead Entity View.

Now let us add Form and Views to Contact and Lead Entity View using Entity assets.

Select Contact in Entity View and select Forms in Entity Assets

Similarly, for Views

Repeat the same steps for Lead entity.

Click on Validate

It will show up all the dependencies

Required tab will list all the dependencies. For time being let us add all the dependencies

Publish the app.

The apps would appear now in Dynamics 365 menu

We can specify specific roles which could access the apps.

Hope this helps ..

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..

New Metadata Query features in Web API in Dynamics 365


Metadata API improvements in Dynamic 365

Debajit's Dynamic CRM Blog

Dynamics 365 is in and just like me, CRM enthusiasts all over the world are simply WOW’ed by its wonderful offerings. After all, this has been a giant leap by Microsoft and indeed a great opportunity for all consultants to me to plunge into unknown territories and conquer it.

In this blog post, I will walk you through the new Metadata Query features that has been introduced with Dynamics 365 Web API. Off late I have been developing some tools using were using the WEB API endpoint and these new additions to the WEB API will really help developers to query the metadata in a very simple way. So without wasting more time, let me straight way give you a flavor of this.

With Dynamics 365, the Web API endpoint has been upgraded to v8.2. So it would be typically in this format – /api/data/v8.2/”>https://<organizationUrl>/api/data/v8.2/

For my trial organization, below…

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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..