Sunday, 21 January 2018

Microsoft Dynamics 365 Dashboard not viewable by other users

Hi Guys,

Today i am going to discuss about the dashboard viewing permissions in Dynamics 365..

Scenario : As an Administrator you create a dashboard and based on the users permissions then other users will be able to see the dashboard.

Make sure you change the Administration viewable by "Organisation".

Please see the below image..


Then publish the dashboard.

So all users are able to see the changes on the dashboard.

I hope this helps..

Cheers..

Wednesday, 3 January 2018

MB2717 MICROSOFT DYNAMICS 365 FOR SALES CERTIFICATION STUDY MATERIAL..

MB2717 MICROSOFT DYNAMICS 365 FOR SALES CERTIFICATION 


The following study material is very useful for the Microsoft Dynamics 365 for Sales certification..

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

These DLP courses cover content for Exam MB2-717.

81055: Relationship Management in Microsoft Dynamics 365 for Sales

81056: Sales Management in Microsoft Dynamics 365

81066: Introduction to Microsoft Dynamics 365

These Digital Learning courses provide students with the tools to customize Dynamics 365 implementation for Sales. They explore the components used within the Sales module and how they apply to various business scenarios, describe Business Processes Flows, and provide insight on ways to put customer service at the forefront of an organization’s customer engagement strategy.

Customers on a service plan can access online learning from CustomerSource. Please contact mlxsupp@microsoft.com if you have questions.

From the community
Microsoft Dynamics CRM Team Blog

Follow @MSLearning

Who should take this exam?
Individuals wishing to obtain a certification on Microsoft Dynamics CRM Online Deployment should take this exam. Candidates for this exam implement, use, maintain, or support Microsoft Dynamics 365. Candidates include sales and marketing professionals, sales managers, project managers, solution architects, and functional consultants. This exam is also appropriate for sales staff who have a business software solution background and want to demonstrate foundational understanding of Microsoft Dynamics 365 application.

Candidates should have a moderate understanding of the sales and marketing process. Candidates should also have an understanding of the basic components and features of Microsoft Dynamics 365, and how they aid in the process of converting leads and opportunities into customers and sales while maximizing revenues.

**
https://community.dynamics.com/crm/b/workandstudybook/archive/2017/04/19/tips-to-prepare-for-the-dynamics-365-exam-mb2-717-sales

https://community.dynamics.com/enterprise/b/rafaelsblogcrm365/archive/2017/03/30/mb2-717-certification-insights-and-notes-for-revisions 

https://neilparkhurst.com/2016/06/01/mb2-713-certification-microsoft-dynamics-crm-2016-sales-revision-guide/


This  study material along with Microsoft Technet

https://technet.microsoft.com/en-us/library/mt826548.aspx

All the best if you are taking exam soon..

Good Luck...

MICROSOFT DYNAMICS 365 SYSTEM SETTINGS OUTLOOK/EXCHANGE AND DYNAMICS 365 SYNCHRONIZATION


Hello Everyone,

Today i a m going to explain how we can disable  and Enable Synchronization direction between mapped Outlook/Exchange fields and Dynamics 365 fields.

> Dynamics 365 > Settings > Administration > System Settings

Entity Type:- Appointment, Contact, Fax, Letter, Phone Call, Recurring Appointment, Service Activity, and Task

Please find the below images:




   

 

So when we look at the image above the Outlook/Exchange we can view, create or change filters that specify all the entity types in Dynamics 365 that are Synchronized to Outlook/Exchange.

we can also view synchronized fields and the synchronization direction for each entity type.



Scenario:- If you want to disable autocreation of Task from Outlook into Dynamics 365 and vice versa the  double click the arrow marks so that it will disable data flow between Outlook and Dynamics 365.

Note:- We can  not disable the Outlook/Exchange Field "Importance", "Regarding" and "Subject" fields..

Same thing applies to remaining entity type in Outlook/Exchange and some of the fields might not be disabled and we can do one way data flow like Outlook to Dynamics 365 and not Dynamics 365 to Outlook.

Mobile:- For Mobile user Offline Data access also we need to allow users to turn  on mobile offline data and before that construct the filters so that Mobile users can get more accurate information access while they are offline.

Filters can be turned on from the below  image..




This feature is very useful while using Dynamics 365 data offline...

  


   The above image explains about the general system settings, so in this topic iam going to explain only about the Synchronization only

I have explained bit about the system filters, synchronized fields and offline filters then 
configure general synchronization rules for your entire organisation for appointments, contacts, and tasks..

Appointments:-

You can check the box for the appointment attachments with Outlook or Exchange..

Contacts:-  You can Synchronize mailing address only in Outlook contact..

Also Synchronize all three addresses(Business, Home,Other) in Outlook contact

Task:-  Check the box for Tasks that are assigned in outlook.

Lastly select whether to enable syncing of resource bookings with Outlook..
Check the box for synchronize resource bookings with Outlook..

I hope this helps..


Friday, 22 December 2017

MB2-715 CUSTOMER ENGAGEMENT ONLINE DEPLOYMENT CERTIFICATION STUDY MATERIAL

MB2-715 Customer Engagement Online Deployment Certification Study Material.



Instance Management

Use the Office 365 admin center to manage your Dynamics 365 (online) subscription
https://technet.microsoft.com/en-us/library/dn973004.aspx

Manage Microsoft Dynamics 365 (online) instances
https://technet.microsoft.com/en-us/library/dn659834.aspx

Manage Dynamics 365 (online) Sandbox instances
https://technet.microsoft.com/en-us/library/dn659833.aspx

Manage Microsoft Dynamics 365 (online) updates
https://technet.microsoft.com/en-us/library/dn308237.aspx

Multiple online instances or tenants
https://technet.microsoft.com/en-us/library/dn722373.aspx

Managing Storage
https://technet.microsoft.com/library/jj191611.aspx

Pricing and Plans
https://www.microsoft.com/en-us/dynamics365/pricing

Outlook
Field Synchronization Dynamics 365 for Outlook
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-modify-synchronization-filters-or-view-synchronizing-fields.aspx

Dynamics 365 for Outlook Requirements
https://technet.microsoft.com/en-us/library/hh699818.aspx

Outlook App Requirements
https://technet.microsoft.com/en-us/library/hh699818.aspx

Customize Dynamics for tablets and phones
https://technet.microsoft.com/en-us/library/dn531159.aspx

Dynamics 365 for Outlook working offline
https://www.microsoft.com/en-us/dynamics/crm-customer-center/work-offline-with-dynamics-365-for-outlook.aspx

Dynamics 365 for Outlook advanced deployments
https://technet.microsoft.com/en-us/library/hh699727.aspx

Dynamics 365 for Outlook Configuration Wizard
https://www.microsoft.com/en-us/dynamics/crm-customer-center/configure-another-organization-to-use-with-dynamics-365-for-outlook.aspx

Entity offline synchronization
https://www.microsoft.com/en-US/Dynamics/crm-customer-center/enable-entities-for-mobile-offline-synchronization.aspx

Product Integration
SharePoint and Dynamics Integration
https://technet.microsoft.com/en-us/library/dn531154.aspx

Microsoft Social Engagement

BusinessApps
https://www.microsoft.com/en-us/dynamics/crm-customer-center/business-apps-in-dynamics-365.aspx

Yammer integration
https://technet.microsoft.com/library/dn850385.aspx

Wednesday, 20 December 2017

CONTACT US






 Our Moto:  "                                                                                                 "




We are Microsoft Cloud Solution Provider and also Scribe, Click Dimensions Partner.

Provide solutions on Dynamics 365 Customizations and Configurations, development, integration, support, on-going project work.

Specialized in Office 365,Microsoft Dynamics 365 Sales, Customer Service,Field Services, Microsoft Portals, USD, Marketing, SharePoint Administration,Survey Click Dimensions,   Scribe, Power BI, Azure, IoT.

We develop Web Applications for our valued customers.


Services:
Consulting
Integration
Development
Migration and Support


Interested in Micrsoft Dynamics 365, please contact us and we can help you out in a best possible way to successed in your business.

Linkedin:-https://www.linkedin.com/in/malla-reddy-gurram-9a618485/
Twitter :- https://twitter.com/mallagurram1

About Me



                      

My Name is Malla Reddy (MCP):
Helping  businesses with technology by delivering services for the Dynamics 365, Office 365, Azure,IoT,Power BI,ClickDimensions,Microsoft Portals,Scribe.

Currently I am focusing on helping customers with  requirement gathering and design the solutions and customizations, configuration of customer needs.

Project Management and following industry best practise principles, Agile Methodologies and completing the project under agreed timeline under budget.

GDPR.

 I have  5 years professional experience in Microsoft Dynamics CRM as a Consultant(functional
and technical) using​  ​ technologies​  Microsoft Dynamics CRM 4.0/2011/2013/2015/2016,Dynamics 365 Online and OnPremise,C# ASP.Net, SQL
Server 2005/2008, Reporting Services 2008 ,OData, JQuery, JavaScript,Web
services, Business Analysis,Requirement Gathering and Supporting Application, Azure, Sharepoint,USD,MailChimp,Scribe.
Domain Exerience:
Public Sector
Not for Profit
Health Care
Manufacturing
Retail
Financial Sector
● Over 2 years of experience in developing Web applications using .NET technologies ​ ASP.NET,                        
C#, HTML, CSS,Entity Framework, SQL Server, JavaScript and JQuery.
● Good understanding and implementation of Object Oriented Programming, Relational                
Database Management System.
● Knowledgeable in installation and integration of MS CRM 4.0/2011/2013/2015/2016
● Skilled in using SQL Server Database.
● Excellent experience using Service Oriented and N-tier Architecture.
● Hands-on experience of full development life cycle - Requirement Analysis,Requirement Gathering  Design,                    
Development, Testing and Implementation of Systems.  
● Excellent communication skills
● MSc. in Information Systems​ .

Tuesday, 19 December 2017

My Achievements

Professional Achievements 


                                                         Nominated in Top 100 CRM Blogs

  

Microsoft Certified Solutions Associate

  

https://www.youracclaim.com/user/malla-reddy-gurram

                                    

MB2-715 Microsoft Dynamics 365 Customer Engagement Online Deployment 

   Microsoft Certified Professional



       MB2716: Microsoft Dynamics 365 Customization and Configuration 




                                                               MICROSOFT CERTIFIED PROFESSIONAL






 SCRIBE CERTIFIED PROFESSIONAL FOR SERVER, WORKBENCH,DYANMAICS CRM AND SALESFORCE ADAPTERS