Monthly Archives: July 2020

How to Enable Power BI dashboards in Dynamics 365 CE

Here is next blog on How to Enable Power BI dashboards in Dynamics 365 CE”

To add Power BI visualizations to personal dashboards in your model-driven app, you must:

  • Enable Power BI visualizations for your organization in Settings > Administration > System Settings > Reporting tab > Allow Power BI visualization embedding.

Note:

  • Have a Power BI account and have access to at least one Power BI dashboard.
  • Avoid adding Power BI visualizations to system dashboards; it is not supported.

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

How to Change User Session Timeout Settings in Dynamics 365 CE

Here is next blog on “How to Change User Session Timeout Settings in Dynamics 365 CE.”

In Microsoft Dynamics 365 CE, by default timeout for a user’s session is set to 24 hours which means user is not required to re-enter their login details for up to 24 hours. Now as per our requirements, we can update these settings for the session timeout.

To enable this feature, Navigate to Settings > Administration > System Settings > General tab > Set session timeout.

In section Set session timeout, we need to set “Session timeout settings” to “Set custom”. This will allow us to change the maximum session length and how long before the session expires do you want to show a timeout warning.

Once it is configured, this will automatically logout users after a period of inactivity.

These settings will only apply to that particular(current) instance

In case if we are having multiple instances in our organizations, these settings must be changed in each instance. 

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

How to enable Plugin Trace logs in Dynamics 365 CE

Here is next blog on how to How to enable Plugin Trace logs in Dynamics 365 CE.

The following steps we must follow in order to enable Plugin Trace Log in Dynamics 365 CE.

  1. Navigate to Settings -> Administrator.
  • Click on the “System Settings” in Administration page.
  • Click on the “System Settings” and navigate to the “Customization” tab.
  • Select All in Enable logging to plug-in trace log under “Plug-in and custom workflow activity tracing” as follows:

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

How to enable Auditing in Microsoft Dynamics 365 CE.

Here is next blog on how to How to enable auditing in Microsoft Dynamics 365 CE.

Auditing can be useful if you want to track changes to an entity or field, or several entities or several fields. Since auditing can affect system performance, we usually recommend you enable auditing for only the specific entities required.

The auditing feature logs changes that are made to customer records and user access so you can review the activity later. The auditing feature is designed to meet the auditing, compliance, security, and governance policies of many regulated enterprises.

The audit logs help the administrator answer questions such as:

  • Which user was accessing the system and when?
  • Who updated this field value on this record and when?
  • What was the previous field value before it was updated?
  • What actions has this user taken recently?
  • Who deleted this record?
  • What locale was used to make the update?

The following operations can be audited:

  • Create, update, deactivate, and delete operations on records.
  • Changes to the sharing privileges of a record.
  • The N:N association or disassociation of records.
  • Changes to security roles.
  • Audit changes at the entity, attribute, and organization level. For example, enabling audit on an entity.
  • Deletion of audit logs.
  • For changes made to entity fields that can be localized, such as the Product entity name or description fields, the locale ID (LCID) appears in the audit record.

System administrators and customizers can start or stop auditing for an organization.

Enable auditing in Dynamics 365 CE entities

  1. Click on Settings > Customizations > Customize the System.
  2. Click Entities.
  3. Pick the entity that you want to audit.
  4. Go to General > Data Services and click the Auditing check box.
  5. Click on Save and Publish.

Enable auditing in system settings

  1. Go to Settings >System> Administration > System Settings > Start Auditing or Settings>Auditing>Global Audit Settings > Start Auditing

Click on Ok.

View and manage audit log files

If you would like to see or manage the audit log files, you can follow these steps:

1.) Go to Settings > System > Auditing > Audit Log Management.

You will see the logs your system has created.

Auditing log files can grow pretty big over a period of time, so it’s a good idea to delete them when they are no longer needed. You can delete the oldest logs, but you can’t delete the current log, because it’s in use.

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.