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… Continue reading How to Enable Power BI dashboards in Dynamics 365 CE

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… Continue reading How to Change User Session Timeout Settings in Dynamics 365 CE

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. Navigate to Settings -> Administrator. Click on the “System Settings” in Administration page. Click on the “System Settings” and navigate to… Continue reading How to enable Plugin Trace logs in Dynamics 365 CE

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… Continue reading How to enable Auditing in Microsoft Dynamics 365 CE.

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

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… Continue reading How to enable Image for an entity in Dynamics 365 CE

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… Continue reading Broadcast announcements in Dynamics 365

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

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