Category Archives: Microsoft Dynamics 365 CE

Resource Scheduling Optimization (RSO)- Initial configuration steps – Part 1

In my previous blog, I have explained “How to configure the RSO in Dynamics 365 Instance“.

In this blog, I will explain how to start with the Initial configuration steps of RSO.

Once the RSO solution has been deployed, you will be able to see the RSO Application as follows:

After installing RSO, Initial steps need to be configured inside your Dynamics 365 instance. We need to enable the functionality in your Dynamics 365 environment and defining what should be optimized by the solution.

By default, RSO will not be enabled (it will be in turned off) state, so it will need to be turned on.

This can be enabled from the Resource Scheduling Optimization app by selecting Administration > Resource Scheduling Parameters.

When RSO is installed, the RSO will add a Resource Scheduling Optimization tab. From the tab you can enable RSO by setting the Enable Resource Scheduling Optimization field to yes.

You can define a default goal for the organization if needed. You can select the default goal, or you can create your own goal from the Optimization goals tab.

How to configure Bing Maps in RSO?

RSO mainly use the map functionality to locate the closest resource to work on an item, so it is important that the organization has enable the map functionality

By default, the Connect to Maps field will be set to no in the scheduling parameters. You will need to set this to yes to ensure the schedule board and schedule assistant will use maps to schedule items.

Navigate to Administration in the RSO Application, open the scheduling parameters and update the Connect to Maps field to Yes.

By default, it will use Bing Maps, but you can configure it to work with any map provider by providing a specific Map API Key value for the mapping provider you want to use in the Map API Key field.

In the next blog I will show you the “how to prepare data for optimization”

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 configure the Resource Scheduling Optimization (RSO) in Dynamics 365 instance

In this blog post, I will explain how to configure the Resource Scheduling Optimization (RSO) to your Dynamics 365 CE instance.

Organizations that require automated scheduling and optimization can purchase the Resource Scheduling Optimization (RSO) add on solution.

  • Purchase Field Service. Go to the Microsoft 365 (Office 365) Admin Center > Billing > Purchase Services and then we need to purchase Resource Scheduling Optimizations (RSO) from Add-ons.

Once purchased, the solution can be deployed to a specific Dynamics 365 instance from the Power platform Admin center by navigating to the https://admin.powerplatform.microsoft.com/resources/applications .

The RSO application will be listed in the available applications list. Once located, it can be configured for a specific instance by selecting the manage button.

Once you click on manage it will navigate you to the https://rsomanagement.dynamics.com/

When deploying the solution, you will need to provide the organization it should be deployed to and agree to the licensing agreement. When it is deployed, RSO creates a Microsoft hosted Azure instance that hosts the optimization engine and service.

This instance is managed and maintained by Microsoft and is used only for the RSO deployment. After the RSO solution has been deployed, it can be managed from this same area moving forward.

After it is deployed, the RSO instance management screen provides the following capabilities:

Open CRM Organization: Allows you to access the Dynamics 365 organization that is associated with the RSO instance.

Delete current Deployment: This will delete the RSO Azure resources. The RSO solution will remain in your Dynamics 365 environment. It does not impact anything inside the Dynamics 365 organization.

It will take at least 15 minutes to deploy RSO into Dynamics 365 CE instance. Once it is deployed, it will display as configured in the resources page in Power Platform Admin center as follows:

After the solution has been deployed, it will need to be configured inside your Dynamics 365 instance. In the next blog I will show you how to do the configuration in Dynamics 365 CE 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 Integrate Dynamics 365 with Azure Service Bus

Here is next blog on “How to Integrate Dynamics 365 with Azure Service Bus” without writing any code.

Azure Service Bus and Dynamics 365

Azure Service Bus provides a native integration with Dynamics 365. This means we can send messages to Azure Service Bus from CRM when an event occurs, these messages can then be used to integrate with several downstream applications.

SAS (Shared Access Signature) authentication is used to access Service Bus resources. SAS authentication involves configuring a cryptographic key with associated rights on a Service Bus resource. Clients such as Dynamics CRM can get access to that resource by presenting a SAS token.

Let us build a CRM to Azure Service Bus integration.

Pre-Requisites:

  1. Azure Subscription
  2. Dynamics 365 CE instance
  3. Dynamics 365 Plugin Registration Tool

Here is an overview of how to integrate Dynamics 365 CE with Azure bus by without writing any code

  1. Create an Azure Service Bus in the Azure Portal
  2. Create a Queue on the Bus
  3. Create a Shared Access Key (SAS) for writing messages to the Bus
  4. Copy the Connection String
  5. Register a Service Endpoint in Dynamics with the Plugin Registration Tool
  6. Register a Step under the Service Endpoint for the Entity we want to send
  7. Perform the action in the Dynamics 365 CE and check the results with Service Bus Explorer/Azure Portal.

Step 1: Configure Azure Service Bus and obtain a connection string

You will need an active Microsoft Azure account. Browse to the Azure Portal and click Service Bus. We will start by creating a new namespace.

Next, create a new Service Bus instance by clicking on the below Add button.

Next, create a new Service Bus Messaging Entity such as Queue.

Finally, obtain the connection string by browsing to newly created Shared Access Policy or you can create your own Shared Access Policy.

After the SAS has been created. Then click on the copy button next to the Primary Connection String. We will be using this to tell Dynamics 365 CE in the Plugin Registration Tool.

Step 2: Use CRM plugin tool to make a connection to CRM and Azure Service Bus

Open the Dynamics 365 CE Plugin Registration Tool and Create new connection and login to your Dynamics CRM 365. Next, register a new Service Endpoint.

Copy and paste the connection string obtained in Step 1 in the below high-lighted textbox.

New Service Endpoint now appears in the list of registered plugins.

Step 3: Define events which will post messages to Azure Service Bus

Right-click the Service Endpoint and add a new step. Enter trigger action such as create, delete, etc. in the ‘Message’ box. Enter the primary Entity on which the action will occur. Also, mark the execution mode as ‘Asynchronous’.

Now we have configured the endpoint in Plugin Registration Tool, it is time to test it out. Login to you Dynamics CRM 365 CE and go to case and create a new case. This should trigger an action on the Service Endpoint.

Verify that a message is queued on the Azure Service Bus. Go to Queues -> Overview you can see all the messages in the queue.

And that’s how you can easily configure Azure Service Bus for Dynamics 365 CE without writing any code.

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 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.

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.

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