Dynamics 365 Global Community https://d365globalcommunity.com A global Community for D365 Consultants, Partners and Customers Sat, 13 Apr 2019 02:41:53 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.3 https://d365globalcommunity.com/wp-content/uploads/2019/01/cropped-dgc-dynamics365-global-community-32x32.jpg Dynamics 365 Global Community https://d365globalcommunity.com 32 32 10 things to consider while implementing Dynamics 365 https://d365globalcommunity.com/10-things-to-consider-while-implementing-dynamics-365/ https://d365globalcommunity.com/10-things-to-consider-while-implementing-dynamics-365/#respond Sat, 13 Apr 2019 02:29:21 +0000 https://d365globalcommunity.com/?p=13255 Businesses are in competition to deliver better customer service and improving customer satisfaction levels in all industries. Regardless of the industry, the customer is the epicenter of business and better customer experience results in stronger customer engagement with the business.

The 360-degree view on business and the new customization features of Microsoft Dynamics 365 Customer Engagement (CRM) make it a suitable CRM solution for your customer’s business operations and help them become more productive.

Dynamics 365 Customer Engagement (CRM) is one of the best CRM application suite available in the market today and successful implementation of Dynamics 365 help businesses to streamline and automate their complicated business processes.

Having said that a successful implementation needs careful planning and design, and it would take time to realize the Return on Investment(ROI) of implementation.

Top 10 things to consider while implementing Dynamics 365 Customer Engagement ( CRM)

Businesses are in competition to deliver better customer service and improving customer satisfaction levels in all industries. Regardless of the industry, the customer is the epicenter of business and better customer experience results in stronger customer engagement with the business.

The 360-degree view on business and the new customization features of Microsoft Dynamics 365 Customer Engagement (CRM) make it a suitable CRM solution for your customer’s business operations and help them become more productive.

Dynamics 365 Customer Engagement (CRM) is one of the best CRM application suite available in the market today and successful implementation of Dynamics 365 help businesses to streamline and automate their complicated business processes.

Having said that a successful implementation needs careful planning and design, and it would take time to realize the Return on Investment(ROI) of implementation.

What is Dynamics 365 Customer Engagement (CRM)

Dynamics 365 is a cloud-based enterprise application suite from Microsoft Corporation which combines CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) features together. It is the upgraded version of Dynamics CRM, but it more than just CRM.

Using Dynamics 365 Customer Engagement you can perform sales, customer service, marketing, field service, and project service automation operations along with ERP functions such as procurement, accounting, retail, finance, operations etc.

Dynamics 365 is an integrated application suite that an organization can use to manage, store, collect and interpret data from business activities like sales, supplier relationship management (SRM), production, distribution, accounting, human resources, asset management-commerce, CRM, Business Intelligence etc.

The advantage of using Dynamics 365 lies in the business apps included in the package which you can purchase individually or as a pack. Previously we had three modules in the CRM namely sales, marketing, and customer service and now it is re-grouped into Dynamics 365 for Sales and Dynamics 365 for Customer Service and marketing is part of Dynamics 365 for Sales.

Top 10 things to consider while implementing Dynamics 365 Customer Engagement ( CRM)

The 10 important things to consider while implementing Dynamics 365 are:

1. Support from senior management and IT team: Before you are going to implement Dynamics 365 in your organization make sure that you are getting enough support from your IT team as well as from the top management. Your senior management can also play a key role to make the implementation successful with the necessary support and policy changes.

2. Gather correct Requirement: A successful implementation of Dynamics 365 also depends upon gathering the right requirement from the business users/client. In the process, we often miss out important details about the application, configuration, security settings, user requirement, etc which will later result in major changes in the plan and in failed implementation.

Read More: https://firozcrm.wordpress.com/

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How to Disable Unified Client Interface (UCI) in Dynamics 365 CE (Enable legacy web client) https://d365globalcommunity.com/how-to-disable-unified-client-interface-uci-in-dynamics-365-ce-enable-legacy-web-client/ https://d365globalcommunity.com/how-to-disable-unified-client-interface-uci-in-dynamics-365-ce-enable-legacy-web-client/#respond Fri, 12 Apr 2019 22:59:27 +0000 https://d365globalcommunity.com/?p=13251 With the release of Dynamics 365 for Customer Engagement apps version 9.0, Microsoft has introduced a new user experience – Unified Interface – which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

If you spin up a new Dynamics 365 CE online instance, it will automatically open in UCI mode.

To disable Unified Client Interface (UCI) or Unified Interface follow below instructions:

  • Browse the Dynamics 365 CE (CRM) URL and it would navigate to Dynamics 365 home page showing the list of UCI Apps, instead of showing CRM Classic Web UI.
  • Open Dynamics 365 – custom web app
  • Open System Settings (Advanced Settings –> Settings –> Administration –> System Settings). If you are not sure where to find Settings area in a UCI apps click here.
  • Click on General Tab
  • Change Enable only the Unified Interface value to No, under section Use the new Unified Interface only (recommended)
  • Refresh the browser and you will see the classic version of Dynamics 365 CRM web interface

Enjoy your familiar classic web client 🙂

Originally posted in Sandeep Kolarveettil’s blog: Read more

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What is Microsoft Flow – A detailed Introduction to Microsoft’s automation tool https://d365globalcommunity.com/what-is-microsoft-flow-a-detailed-introduction-to-microsofts-automation-tool/ https://d365globalcommunity.com/what-is-microsoft-flow-a-detailed-introduction-to-microsofts-automation-tool/#respond Thu, 28 Mar 2019 06:36:41 +0000 https://d365globalcommunity.com/?p=13250 This article going to give a detailed introduction to Microsoft Flow.

what is microsft flow. How to use Microsoft flow, its features, components, licensing

First, let’s try to understand what is Microsoft Flow?

  • Microsoft Flow is a cloud-based service that allows business users to create and automate tasks across multiple applications.
  • Business users setup flows without help from developers.
  • Automated workflows are called flows.

What a Microsoft Flow can automate?

  • Microsoft Flow automates everything from simple push notifications to complex business processes with defined steps and stages.
  • Flows work with a wide range of applications such as Salesforce, Google Drive, OneDrive, Dynamics 365, SharePoint and many more.

Features of Microsoft Flow

  • Flow can be used with a wide variety of applications
  • Connectors are available for 200+ services at the moment.
  • Connector available for Salesforce, SQL Server, Twitter, Box, DocuSign, Slack, Skype and Google Drive.

How to use Flow:

  • Flows can be created from Flow Portal or from a mobile device.
  • Flow can be accessed from different Microsoft apps – Dynamics 365, SharePoint etc.
  • Automated flows can be used with Power BI, PowerApps, Dynamics 365 and Office 365.

Read more here

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Execute Workflow using Web API in Dynamics 365 https://d365globalcommunity.com/execute-workflow-using-web-api-in-dynamics-365/ https://d365globalcommunity.com/execute-workflow-using-web-api-in-dynamics-365/#respond Sun, 03 Mar 2019 04:38:31 +0000 https://d365globalcommunity.com/?p=13246 The following JavaScript code will be used to execute workflows in Dynamics 365.
Note: The following code will work only for Dynamics CRM 2016 Update 1 (8.1) and later releases including Dynamics 365.

function ExecuteWorkflow() {
var correspodenceId = Xrm.Page.data.entity.getId(); // case guid
var workflowId = "{2e7dca90-3a40-1234-3456-a8e3fc1edcd2}"; //Replace your workflow id here. workflowId is fixed because of solution transfer and it is not going to change with environment.
var functionName = "ExecuteWorkflow: "; //function name
var query = "";
try {
//Define the query to execute the worklfow
query = "workflows(" + workflowId.replace("}", "").replace("{", "") + ")/Microsoft.Dynamics.CRM.ExecuteWorkflow";
var data = {
"EntityId": correspodenceId
};
//Create a request
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/" + query, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
req.onreadystatechange = null;
if (this.status == 200) {
                //success callback this returns null since no return value available.
                var result = JSON.parse(this.response);

            } else {
                //error callback
                var error = JSON.parse(this.response).error;
            }
        }
    };
    req.send(JSON.stringify(data));
} catch (e) {
    alert('An error has occurred - Function name:' + functionName + 'Error:' + e) //throw exception
}
}

Originally posted in Sandeep Kolarveettil’s blog: Read more

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What is the difference between Microsoft Dynamics AX and Microsoft Dynamics 365? https://d365globalcommunity.com/what-is-the-difference-between-microsoft-dynamics-ax-and-microsoft-dynamics-365/ https://d365globalcommunity.com/what-is-the-difference-between-microsoft-dynamics-ax-and-microsoft-dynamics-365/#respond Fri, 01 Mar 2019 06:56:40 +0000 https://d365globalcommunity.com/?p=13240 This is an answer to one of the questions in Quora.

Dynamics 365 is a re-packaging of Microsoft’s ERP and CRM solutions. Earlier we had Microsoft Dynamics stack which is nothing but the group of 6 enterprise applications from Microsoft – 1 CRM and 5 ERP applications.

Microsoft Dynamics Stack/Suite

Dynamics CRM

Dynamics AX (Axapta)

Dynamics NAV ( Navision)

Dynamics GP ( Great Plains)

Dynamics SL ( Solomen)

Dynamics C5

Out of these only the first one is the CRM and rest are ERP applications from Microsoft for different domains and market segments.

On-premise and online: For most of these applications both on-premise and online( cloud) versions are available. In November 2016 Microsoft has come up with the ‘re-packaging’ of these apps. They have take the modules from CRM ( Sales, Customer Service, Marketing etc) and ERP( Finance and Operations, Talent, Project service Automation etc) and renamed to Dynamics 365.

In short..

Dynamics is more than CRM, it is combination of CRM and ERP apps where businesses can purchase individual or multiple apps together.

Also see: What is Microsoft Dynamics 365?

Hope this answers your question.

Cheers!

Firoz

Connect: LinkedIn www.magnifez.com | Twitter

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Create Asynchronous Workflow In Dynamics Customer Engagement (CRM) https://d365globalcommunity.com/create-asynchronous-workflow-in-dynamics-customer-engagement-crm/ https://d365globalcommunity.com/create-asynchronous-workflow-in-dynamics-customer-engagement-crm/#respond Sun, 24 Feb 2019 05:31:46 +0000 https://d365globalcommunity.com/?p=13236 Workflows
  • Workflows are tools which allow to automate your business processes.
  • Workflows provide further utility in that they often act as an alternative to building a custom plug-ins.
  • Normal business users can implement business logic without writing code.

When compared to Plugins only a limited number of operations can be done using Workflows.

When to Use Workflows?

  • Changes in the business logic must be performed by people who are not developers
  • You need the ability to let users apply your workflow logic manually.
  • With workflow processes, users can trigger the processing of workflow rules by clicking Run Workflowon the form or from a grid.
  • Workflows can be initiated manually, or they can be initiated automatically, in a number of different ways

Create A New Workflow  – Asyn WF

  • Scenario: When an Account entity record is created, the Account is assigned to a User.
  • Once it is assigned to a User, an e-mail will automatically be sent to the User notifying them towards their new ownership of the Account.
  • The e-mail will contain a record URL.
Dynamic Workflow

Create A New Workflow…

  1. Workflow will activate as a Process.
  2. Workflow Scope is set to Organization. Workflow is set to run whenever a record is created in the Account entity.
  3. Assign account to a specific User.
  4. Send E-mail with URL link to Account, via new e-mail creation (see image below)

Stop Workflow with a status of Success

Dynamic CRM Create a New Workflow

Email Template to send the mail

Map the fields in the email using Dynamic Values.

Dynamic CRM Workflow Email Template

Originally posted in Firoz’s blog: Read more

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Navigating through Dynamics 365 Landscape https://d365globalcommunity.com/navigating-through-dynamics-365-landscape/ https://d365globalcommunity.com/navigating-through-dynamics-365-landscape/#respond Wed, 30 Jan 2019 10:25:49 +0000 https://d365globalcommunity.com/?p=13114

Since its inception in July 2016, Dynamics 365 has been quite young in the industry and there are lot of changes are coming up day by day. We got Dynamics 365 for Customer Engagement ( traditionally called Dynamics CRM) and Dynamics 365 Unified Operations (UO) which is nothing but the new version of ERP applications.

Everything become applications or simply apps now instead of modules.  Dynamics CRM is started calling now as Dynamics 365 for customer Engagement with 5 apps in it. Say

  • Sales
  • Customer Service
  • Marketing
  • Field Services
  • Project Service Automation

Then comes Dynamics 365 Unified Operations ( UO) which is the next version of ERP modules from Dynamics AX ( Axapta) and Dynamics NAV( Navision).

The UO apps available as of now are:

  • Finance and Operations
  • Retail
  • Talent

And we are expecting lot more apps to be added in the Unified Operations(UO) domains sooner into Dynamics 365.

On 11st January 2019 I had a chance to present topic on “Navigating though Dynamics 365 Landscape” on Dynamics 365 Meetup.

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Top 6 Reasons why Dynamics 365 https://d365globalcommunity.com/top-6-reasons-why-dynamics-365/ https://d365globalcommunity.com/top-6-reasons-why-dynamics-365/#respond Wed, 23 Jan 2019 03:37:55 +0000 https://d365globalcommunity.com/?p=35 Read more ]]> https://d365globalcommunity.com/top-6-reasons-why-dynamics-365/feed/ 0