Tuesday, 13 February 2018

DYNAMICS 365 ADMIN CENTER USAGE REPORT AND SECURITY & COMPLIANCE INFORMATION

Hi Folks,

Often clients have a requirements to see Dynamics 365 Usage Report.

In order to get this report, user should have a Global Administrator or System Administrator Rights.


After clicking on the Admin icon, you are presented with below image, then select the Report button on the right hand side and then click on the Usage...


Office 365  : Security & Compliance

Alerts:
Manage alerts
View security alerts

Permissions:
Assign permissions to people in your organisation, then we can perform the activity
in the security & compliance center.
you will need to use the exchange admin center and share point to set permissions for others.

Also if you want to use classifications for sensitive information types
Classifications:
Labels
Label policies
Sensitive information types: to use in security and compliance policies, include a large
collection of types we provide, spanning regions around the globe, also custom types

You can set Data loss prevention:
Policy..


Data governance:
Dashboard
Import
Archive
Retention
Supervision

Threat Management:
Review
Policy

Search & Investigation:
Content search
Audit log search:
Need to find out if a user deleted a document or if an admin reset someone's password?
Search the Office 365 audit log to find out what the users and admins in your organization have been doing. You'll be able to find activity related to email, groups, documents, permissions, directory services, and much more.

eDiscovery:
After creating an eDiscovery case and choosing who has access to it, use the case to search for email, documents, Skype for Business conversations, Teams data, and other content in your organization. You can then preserve the
content and export the search results for further analysis.

Reports:
Dashboard:
you can view report for recent download, Malware, Top Senders And Recipients, Spoof Mail, Spam Detections,
Sent and received email, Supervision reports..

Manage schedules:
Report for download:

Service assurance:
Dashboard
Compliance reports
Trust documents
Audit controls
Settings

Thursday, 25 January 2018

IMPORT ERROR ON DYNAMICS 365

MICROSOFT DYNAMICS 365 IMPORT ERROR WHILE TRYING TO IMPORT DATA FROM THE DYNAMICS 365 TEMPLATE

Scenario:- If you exported the Dynamics 365 data on to the Dynamics 365 Template for bulk updates and reuse the same template for import into Dynamics 365..



Solution for this error:
"You cannot import data to this record because the record was updated in Microsoft Dynamics 365 after it was exported"


whenever you try to export the data on to the Template for update of data and reimport back the same template then you need to very cautious about the changes you or any Dynamics 365 users on the Live environment.

Either you need to hold the users from editing or updating the existing records while you are making changes and reimport.

Or

You need to reimport the updated template data before any update have been made on the live environment. so that you will not be in this situation.

Otherwise you will see the above error.....

I hope this helps folks.

If you need any assistance on Dynamics 365 projects, new to dynamics 365 products, need support

Please visit our website : www.gmritsolutions.co.uk
Email us:- admin@gmritsolutions.co.uk
contactus: 00447809572230.



BULK UPDATE DYNAMICS 365 RECORDS USING EXCEL ONLINE

MICROSOFT DYNAMICS 365 RECORDS TO BE BULK UPDATED USING EXCEL ONLINE..


Let's gets started...

If you want to bulk update of the records on the Dynamics 365 online,

Follow the steps then you are good to go..

If you are not the owner of the records, first modify them to the current user or if you know what you are going to bulk update then select all the records in the view..



click on the three ... dots you will find the export to excel click that dropdown then  click on the Open in Excel Online, then all the records selected will be shown in the excel gird view and then you start updating or  enter the new values.


Once you are happy with the changes then  click on the button Save changes to Dynamics



Then a pop will come up, where you can click on the Import link then it will take you the data import section on the dynamics 365...


Please see the below image for the successful imported data..


So you can navigate to the active account view on the dynamics 365.. and check all the changes have been reflected..

..

This method is quite useful without using any tools on the dynamics 365...

I hope this concept help some folks out there..

Dynamics 365 project work or want to implement Dynamics 365 in your organisation, any support work.
Please visit our website : www.gmritsolutions.co.uk 
or
contact us : admin@gmritsolutions.co.uk
or call us on 00447809572230.

We can help organisations within the UK and around the world:-)

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..