Microsoft Dynamics 365 – Page 131 – Nishant Rana's Weblog

Enhanced email for timeline in Dynamics 365 – 2020 release wave 2

With 2020 release wave 1, we had seen a couple of enhancements in Email experience

https://nishantrana.me/2020/02/24/enhanced-email-experience-for-agents-in-dynamics-365-customer-service-2020-release-wave-1/

now this has been extended to Email within the Timeline section

Enable early access to 2020 release wave 2

Check other posts on Release 2020 Wave 2

Navigate to App Settings in Sales Hub, and click Manage for Enhanced email for timeline

Enable it and save.

Let us now navigate to one of the contact records and try creating a new email from its Timeline control

There we can now compose email in a pop-up and non-blocking window within the context of the record.

We can now work on a maximum of 3 active draft emails at a time.

The same rich edit experience which includes Drag and Drop / Copy and paste of the images is available.

In short, all the email enhancements that were added as part of Release 2020 Wave 1 is now available from within the Timeline control for email, making it a consistent experience for the users.

Hope it helps..

Enable early access 2020 release wave 2 – Dynamics 365

Check other posts on Release 2020 Wave 2

Finally, now we have the opportunity to opt-in for early access to release wave 2, to validate the new features in a non-production environment.

The features will be generally available on October 1, 2020.

Get all the details on the key dates and FAQ here

https://docs.microsoft.com/en-gb/dynamics365/get-started/release-schedule#key-dates-for-the-2020-release-wave-2

To opt-in

https://docs.microsoft.com/en-gb/dynamics365/get-started/release-schedule#key-dates-for-the-2020-release-wave-2

Select and open the environment to upgrade

Click on Manage in the Updates section and click Update Now

The upgrade process will start

Retry in case if any of the application updates fails using the Retry button, for us Dynamics 365 Core service had failed.
After a successful upgrade, the upgraded instance will show the 2020 release wave 2 enabled.

Hope it helps..

Show and hide the Dynamics 365 – custom app

To show and hide the Dynamics 365 – custom app from users other than having a system administrator role, we can use the below option

Navigate to Settings – Apps

and specify either Hide / Show for all roles.

For the end-users, it will hide the app

App not listed for the user.

Users can still access the app through URL.

The same settings can be applied from the General tab of System Settings

For Dynamics 365 On-Premise, we have a similar option in the General tab of System Settings

Hope it helps..

Adv Hands On Lab 5: Embedding PowerApps into Power BI

Step by step guide for embedding PowerApps within Power BI.

Key points to consider – https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/powerapps-custom-visual#limitations-of-the-power-apps-visual

Sterlings

Power BI Dashboard

In this lab, you will create a Power BI dashboard with an embedded PowerApp. The final product will look like the image below.

Exercise 1: Build Power BI Report

High level tasks

Task 1: Connect to PowerBI and enable sample data. Build PowerBI report

Task 2: Import PowerApp visual for use in report

Task 1: Build Report

In this task, you will build the Power BI Report.

Navigate to https://powerbi.microsoft.com and click Sign in.
At the bottom of the left navigation, click Get Data
Select Samples.

Select the Retail Analysis Sample.

Connect.

Your sample dataset will take a moment to load.

Expand My Workspace and click to on the Retail Analysis Sample under the Datasets. If you have completed the prior steps and do not see this sample, refresh your browser.

Go to the Fields pane, expand the Store table, and select the

View original post 924 more words

How to – Use RetrieveTotalRecordCount function to get the total number of records in Dynamics 365

Using RetrieveTotalRecordCount Function we can get the total number of records for an entity (works for more than 50000 records)

For e.g.

https://[orgname].crm.dynamics.com/api/data/v9.1/RetrieveTotalRecordCount(EntityNames=[‘lead’,’contact’,’account’,’incident’])

https://dreamingincrm.com/2019/07/22/getting-entity-record-counts/

https://stackoverflow.com/questions/51543802/counting-all-rows-in-dynamics-crm-online-web-api-odata

https://nishantrana.me/2020/05/27/different-ways-of-getting-record-count-total-in-dynamics-365/

Hope it helps..

SLA Changes in Dynamics 365/Power Apps

Prashant Kumar Maurya

Microsoft has made some changes in SLA design; here I am going to share about the differences

SLA Type option standard has been removed, earlier user has option to choose (as shown in below image)
Earlier there were 2 entities now there are 3 entities to configure a new SLA
1. Earlier
  1. SLA
  2. SLA Item
2. Now
  1. SLA
  2. SLA Item
  3. SLAKPI
Earlier only one SLA can be applied now you can use multiple SLAs. This is a much-needed feature, in our recent implementation we need to have 5 SLAs on Work Order entity and to chieve that we need to implement a child entity on work order and create 5 records in that to track 5 different SLAs.
To manage SLA settings, you can navigate to “Customer Service Hub” application and then navigate to “Service Configuration Setting”, there you can find below settings
1. You can disable SLA on an entity which is…