CDS For Apps Analytics instead of Organization Insights. Power Platform Admin Center

Now, there’s a new way of looking at Organization Insights. You would no longer to maintain a solution in D365 to look at your D365 Organization Insights.

Guess what, Organization Insights is no longer on AppSource now. I quickly searched it up and it wasn’t there.

It’s all available on https://admin.powerplatform.microsoft.com

Currently, the admin center is in Preview.

CDS For Apps analytics

  1. All your Organization Insights are available on the Common Data Service for Apps section as shown below –
    adminCenterView
  2. It has all the same info as it was in the Organization Insights.
    insights
  3. Moreover, you can download the data as well.
    downloadData
  4. Gives you a CSV of the selected type to look at the data.

Similar Analytics available for Microsoft Flow and PowerApps too.

Bye Bye, Organization Insights!

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D365 PSA Quick Tip: Sync Resource Bookings with Outlook

You as a resource in an Organization are booked on projects. But are also needed to be in some meetings. But what if, someone who wants to invite you to a meeting needs to know if you’re booked on a Project/Task in D365?

In that case, Syncing your Bookings to Outlook Calendar comes handy.

Let’s say, most commonly in a Technical Services Industry where users are supposed to work on projects and they should appear as booked so that others don’t drag them to other meetings. 😊

Remember, Server Side Synchronization should be turned on for the user on their mailbox to be able to use this feature.

 

Enable Sync Resource with Outlook Feature

  1. In System Settings, navigate to Synchronization tab and enable Synchronize resource bookings with Outlook as shown below.
    enableSystemSettingLevel
  2. Personal Settings – The same needs to be done for an individual user on their Personal Settings in D365.
    personalSettingEnable

Bookings in PSA now appear in Outlook

Now, example, Priyesh is booked on Home Link Piping project on Monday, 3rd December and this is how the schedule board looks like this
scheduleBoard

As the sync happens, the Bookings will now show up in the user’s Outlook Calendar.
syncedToCalendar

Please note that Server Side Sync can take up to 15 mins to sync through as per the minimum sync cycle duration.

Hope this helps!

Enable Embedded Intelligence and configure its features in D365 v9.1

Embedded Intelligence you features like Relationship Assistant, Auto Capture and Email Engagement. Yes, you’ve seen them before in previous D365 versions and configuring them got easier in D365 v9.1

Read Policy and Accept Terms

  1. Navigate to Settings > Sales AI. Under Overview tab, click on I accept as shown below.
    acceptTerms
    Note: Make sure you read the Privacy Statement if and whether or not it violates your organization’s privacy policies.2. Once Accepted, features like Relationship Assistant, Email Engagement and Auto Capture are available to be configured as follows
    EITurnedOn

Relationship Assistant

Relationship Assistant helps you to draw your attention to what matters about the information in Dynamics 365 at that moment.

It shows you Action Cards that are relevant to the user at the given point of time and where the users can quickly take some common actions associated with it. need to take action on and are relevant given at the point of time.

Example, if an Opportunity is due tomorrow, the Relationship Assistant will show up on the Opportunity and show you this.

relationshipAssistant

Configure – Relationship Assistant
You can configure the Relationship assistant on the next tab in Sales AI itself.
configureRA

 

Email Engagement

Email Engagement will tell you how your communication is being taking shape. Track insights about the emails you send from D365 and accordingly, take your next move.

Like, you can set a reminder to follow up and track what happened to the email you sent.
emailEngagement

Configure – Email Engagement
1. Turn on Email Engagement by simply clicking on the Disabled button to Enable it.
disabledEE

2. Email engagement is turned on now.
EETurnedOn

 

Auto Capture

Get a glance of emails relevant to your D365 records but which aren’t actually tracked in D365 . You can then decide if it matters for you to pull it in D365.

autoCapture

Configure – Auto Capture
All you need is to enable Server Side Sync with your Exchange Online mailbox.

 

Hope I summarized the idea! 🙂

D365 Quick Tip: Hide the D365 Classic Web UI for others

Administrators make sure everyone access the Unified Interface and discourage users from using the classic Web UI.

There’s a quick setting to hide the “Dynamics 365 – custom” from the Sidebar for other users. Let’s say users are seeing this currently. And you don’t want the to go there (from the sidebar menu at least).

oldUIVisible

Change the Visibility

  1. Navigate to Settings > My Apps.
    myApps
    Note: In case you don’t see My Apps in your Settings area, here’s a link to my blog for the shortcut to go inside My Apps – My Apps missing from D365 SiteMap
  2. Simply select “Hide for All Roles” as shown below. That’s it.
    hideForAllRoles
  3. And this is what others will then see.
    hiddenItem

Easy!

Enable D365 For Teams Integration Preview

Finally, D365 Teams Integration is out in Public Preview and I was excited to try it out on one of the D365 9.1 trial environments.

Currently in Preview so it is not recommended for Production purposes. Anyway, let’s dive into seeing how we can enable the Preview.

Enable the Preview in D365

  1. Enable the Preview of the D365 For Teams from System Settings > Previews.
    systemSettings
  2. And click on Yes to enable it. It will ask for confirmation.
    settingConfirmation
  3. Click OK and it will ask for confirmation
    applyConfirmation
  4. And it takes a few minutes to provision.
    provisionTeams
  5. And in a few minutes, you’d be done.
    provisioned

Logging into Teams and get the App

  1. Now, suppose you already have Teams app on your desktop. Go to Store and look for the Dynamics 365 (Preview) as shown below.
    getInTeamsApp
  2. Click on Add to a Team to disable it and only enabled it for me. Maybe I’ll write another post on what these settings do, but to continue for myself, I’ll select only Me.
    addForMe
  3. And if you wish to open any of those, else close out the window.
    previewAvailable
  4. Now, let’s configure this for first time use. Find the app in the menu like so.
    findTheAppInTeams

Configure the App

  1. Now, let’s configure it by connecting to your D365 environment. Click on Configure.
    configureNow
  2. It will ask you Organization you want to connect to, select the same.
    selectOrg
  3. And provide your credentials –
    credentials.png
  4. Grant consent too.
    grantConsent
  5. Finally, you’ll get it enabled.
    enabledNow

Seeing it work

And to test it out, I put in natural langauge ‘show me alpine sky house’

And I had the results
results

D365 AI for Sales: Notes Analysis feature

Turn on Notes Analysis

Make sure you’ve enabled D365 AI For Sales for your organization. For more information on enabling D365 AI For Sales, check my blog on Enable Dynamics 365 AI for Sales in v9.1.x

You can turn on Notes Analysis once your D365 AI For Sales is setup. Navigate to Settings > Sales AI and look for Notes Analysis and turn it on like so if it appears Disabled –

enableNotesAnalysis

Simply turn it on.

Notes Analysis at work

Remember, you’ll need to have the Timeline control enabled in you D365 Unified Interface. Timeline control is available for Contacts, Opportunities, Leads, Accounts and Case forms (COLAC).

Now, with a normal Note put on Accounts in the Timeline, you’ll see this – where you have your usual Note entered and it appears that it isn’t clickable.

normalNote

But, with the Notes Analysis turned on, you’ll be able to perform Actions on the same.

noteAnalysisRecord

The Note is now a clickable link and once you click on it, based on the context of the Note entered, it will show actionable item to be performed.

 

Notes Analysis can provide suggestions like creating activities, tasks, contacts etc. I’ll keep exploring what else it can do and let you all know!

D365 PSA: Delegated Resource gets error on making time entries for another Resource

Have you been added as a Delegate for a fellow colleague but not able to Read, Create or Submit Time Entries on their behalf?

Let’s see what you are missing.

Before that, if you want to learn about Delegations in D365 PSA, check this Delegating Time Entries in PSA

Scenario

William Contoso wants to make Veronica Quek as his Delegate and let her enter time on his behalf. So William created a Delegate record for Veronica.
delegateAdded

Error for the Delegate Resource

Now, Veronica is attempting to do time entries for William by going to Time Entry Calendar view and switching the user to William.

  1. And when Veronica wants to enter time as William, she’d switch to the User on the Time Entries Calendar View like this –
    switchUser
  2. But, see this error and she don’t know what the issue might be. Even though she’s the Delegate!
    error

Missing Security Role

Yes, this is the first thing you should check

  1. Veronica Quek is missing a Delegate Security Role in PSA to be able to make time entries on behalf of other users.
    Assign Delegate security role to the user to make them enter time on behalf of others.
    securityDelegate

Hoping this is quick fix for you. 🙂