Monthly Archives: June 2020

Add ready-to-use business processes in Dynamics 365 CE for common scenarios

Dynamics 365 CE has several ready-to-use business processes for common sales, service, and marketing scenarios – to help you ensure that staff follow consistent steps every time they work with customers.

Before you can use these processes, you need to add them to the system.

The following table shows a list of ready-to-use business processes and what they help you do.

NamePurpose
Phone sales campaignCall prospects, create and qualify leads, develop opportunities, and then close deals.
Email sales campaignEmail prospects, create and qualify leads, develop opportunities, and then close deals.
Multichannel sales campaignContact prospects by phone and email, create and qualify leads, and then close deals.
Marketing list builderCreate targeted marketing lists for accounts, contacts, or leads, add prospects, and gain manager approval.
Service appointment schedulingSchedule service appointments, set up reminders, and make sure service activities are completed.
Service case upsellUpsell additional products or services while resolving a customer’s service request.
Guided service caseMake sure that data is entered consistently for service cases, and that required activities are completed to resolve a case.
Opportunity to invoice (Business-to-Business)Follow a standard process for assessing needs, negotiating outcomes, fulfilling orders, and closing opportunities when selling to other businesses.
Contact to orderTarget sales by using a consistent method to interact with customers.
Upsell after service interactionTurn a good service experience into an opportunity to upsell more products and services to the customer.
In store excellenceSuggest orders for store owners and field personnel and gain acceptance from store managers for those orders.

How to add ready-to-use business processes?

Make sure that you have System Administrator, or System Customizer security role.

Go to Settings > Data Management.

Select Add Ready-to-Use Business Processes.

Choose Add.

I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.

How to enable Image for an entity in Dynamics 365 CE

Recently, I got a requirement for uploading the contractor image (pictures of contractors) to a Contactor (Custom entity).  Some OOB entities like Accounts and Contacts come with this feature enabled, but what about for other entities or custom entities?

This blog will show you how to enable image for the custom entities in Dynamics 365 CE.

  • Customizations> Customize the System > Entities > “Custom Entity” > Fields > New.
  • Provide the Display Name of the field and select Image as Data Type.
  • The Schema of the field should automatically change to entity image dynamics 365. Save and Close.
  • The Custom entity (Contractor) image dynamics 365 Main Form should now show a default image as below
  • Click on the default image, it will open the below screen.
  • Then browse and select the image you want to set
  • Select the Image and then click okay. Now your Custom Entity record should now display the entity image which you selected.

I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.

Broadcast announcements in Dynamics 365

Here is next blog on how to create and broadcast announcements to an entire Dynamics 365 CE organization.

Circulate information quickly to a wide set of users at one go by using Announcements in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service. Announcements can also serve as message boards, where you can post topics of your interest that you wish to share.

These settings can be found in the Power Platform admin center by going to Environments > [select an environment] > Settings > Data management > Announcements.

Make sure you have the System Administrator or System Customizer security role or equivalent permissions to update the setting.

Create an announcement

  1. Select an environment and go to Settings > Data management > Announcements.
  • On the command bar, select New.
  • Fill in the information, as required.
  • Title (required) – Type a title for the announcement that clearly and unambiguously states the purpose and nature of the announcement.
  • Body (required) – Type the text for the announcement that you want to broadcast.
  • More Information URL (optional) – Type the address of the website that provides detailed information about the announcement.
  • Expiration Date (optional) – Type the date on which you want to stop the broadcast and the announcement should expire.
Note You cannot edit/extend this date after expiry. Model-driven apps in Dynamics 365 deletes the announcement after the expiration date.

Once you are done, choose Save or Save and Close to begin the broadcast.

Broadcast an announcement

Make the announcements available to other users in your organization by using web resources and dashboards.

Create a web resource

  1. In a text editor, type the following code, and save the file as “announcementsondashboard.htm”.

HTML Copy

<html>
<body>
<script type="text/javascript">window.location.href="/home/homepage/home_news.aspx?pagemode=iframe";</script>
</body>
</html>
  • Go to Settings > Customizations > Customize the System.
  • Under Components, select Web Resources > New.
  • Type the name as “announcements” and display name as “Announcements”.
  • In the Type drop-down list, select Web Page (HTML).
  • In the Upload File box, choose Browse and select the “announcementsondashboard.htm” file that you created earlier.
  • Select Save.
  • Add this new web resource to any existing or new dashboard. I have added this to Customer Service Representative Dashboard, and you can see that in the below image.

How to Download a template for data import in Dynamics 365 CE

Here is the quick tip on how to download a template for data import in Dynamics 365 CE.

Some of the customers will be storing the data in spreadsheets, databases, or other systems. They need to import the data into Dynamics 365 Customer Engagement so they can keep track of all your customer information in one place.

They can use the templates for importing many types of records, such as accounts, leads, or cases records into Dynamics 365 CE. There is a complete list in the Templates for Data Import wizard.

  1. Make sure you have the System Administrator security role or equivalent permissions.
  2. Go to Settings > Data Management.
  3. Choose Templates for Data Import.
  • In the Templates for Data Import dialog box, it will list all the entities in the Dynamics 365 CE choose the record type(entity) that you want to download the template for, and then select Download.
  • Select the entity and click on Download. It will download the template in your machine. In this template customers can fill the data and import the data into the Dynamics 365 CE using Data import Wizard.

I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.

How to create Email Signature and use it in Dynamics 365 CE

Here is a quick tip on how to create the email signature and use it in Dynamics 365 CE.

Below are the steps to create the email signature.

Goto Settings > Templates > Email Signatures

Click on new button to create new email signature

Enter your signature and click on save & close

Now, you will be able to see your email signature as below.

Next, I will show you how to insert the signature in email.

Goto Activities -> Click on New email

Please provide the subject and email content. Once you are done click on Insert Signature as below.

Please select the required email signature from the list.

Now you will be able to see your signature in your email.

I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.

ALM – Power Platform – Tips & Tricks – Create Service Connection for the PowerApps Build Tools in Azure DevOps/VSTS

Here is my next video on “Tips & Tricks in ALM with PowerApps Build Tools”.

Please do subscribe my channel.

In this video, I have explained how to Create Service Connection for the PowerApps Build Tools in Azure DevOps/VSTS.

Here is the link for my course on Power Platform – ALM Fundamentals https://powerspark.newzenler.com/

ALM – Power Platform – Copy Azure DevOps Build/Release to New Project

Here is my next video on “Tips & Tricks in ALM with PowerApps Build Tools”.

Please do subscribe my channel.

In this video, I have explained how to Copy Azure DevOps Build/Release Pipeline to New Project.

Here is the link for my course on Power Platform – ALM Fundamentals https://powerspark.newzenler.com/

ALM- How to create Service Connection for the PowerApps Build Tools

In this blog, we will see how to create the service connection for PowerApps Build Tools.

Pre-requisite: Azure DevOps

The service endpoint for the source and the target environment that you want to export and import the solution to. For example, https://powerappsbuildtools.crm.dynamics.com. Service endpoints can be defined under Service Connections -> Generic Service Connection in Project Settings.

Navigate to Project Settings -> Service connections -> Click on New service connection.

Select Generic in Service connection

Provide the below details for the generic service connection as follows:

  • Username – Username for connecting to the endpoint
  • Server URL – example. https://powerappsbuildtools.crm.dynamics.com
  • Password – Password/Token Key for connecting to the endpoint
  • Service connection name  – Give the service connection as meaningful name.
  • Description (optional)
  • Security – Grant access permission to all pipelines – Enable

NOTE: MFA is not yet available. May be in the upcoming release Microsoft will add MFA to the service connection.

Once the above step is done, you will see your service connection in the list. You could add multiple other connections to various other environments.

Once the connection is established, you will be able to see this service connection in the PowerApps Build tools task like exporting and importing the solution as follows:

I hope this helps. If you have any challenges in creating “service connection”then please feel free to reach me out to me I am also always happy to assist you on your queries.

If you are interested in this topic and would like to do some further self-study, I encourage you to check out my blog on this.