Enable Dynamics 365 AI for Sales in v9.1.x

One of the recent offerings by Microsoft is D365 AI For Sales. I saw this available on my D365 Trial instance which is 9.1.x.

I will quickly summarize on how you can enable D365 AI For Sales on your D365 environment having any of the Sales subscriptions.

d365Version

It has features like –

  1. Relationship Analytics
  2. Predictive Lead Scoring
  3. Predictive Opportunity Scoring
  4. Connecting Insights

More about which, you can read from the Microsoft Documentation – https://docs.microsoft.com/en-us/dynamics365/ai/sales/help-hub

Before we begin

  1. D365 AI For Sales is only available in the (NAM) North America region.
  2. You’ll need a D365 AI For Sales license for the same.

Check if Sales AI is available

Quickly, you can check your Settings area if you already see the Sales AI appears or not.
settingsArea

Or you can simply go to the below link to setup a trial for yourself –

https://dynamics.microsoft.com/en-us/ai/sales/

Or even from the Applications screen in the Dynamics 365 Admin Center –

adminCenterOption

Setup

  1. Let’s assume you’re on this page after you go to Settings > Sales AI. You can accept the terms to enable the Embedded Intelligence or even chose to do so later.
    embeddedIntelligence
  2. Moving further, I chose to directly enable the D365 AI for Sales by scrolling further and clicking on Get it now as shown below.
    aiGetItNow
  3. Then, I provided consent and Accepted.
    acceptConsent
  4. Agree to terms and click on Continue.
    clickContinue
  5. While it’s installing, you’ll see this –
    installing
  6. It took about a few hours until it was being setup in the background. Finally, once successfully done, D365 AI For Sales is now available for you to setup and you’ll see multiple tabs where you can configure each of the functionalities separately.
    aiEnabledYou can then choose to configure each of them separately. Hope this quick initial setup info helps!

D365 Admin Center: Instance Picker Link / Power Platform Admin Center | Dynamics 365 Environments

Navigating to the D365 Instance Picker from the O365 or missing D365 Admin Center still a hassle?

Now, as of 2020 and later, the classic Instance Picker has been retired and replaced by the Power Platform Admin Center (PPAC)

New Power Platform Admin Center

Now, you can access the new PPAC or Power Platform Admin Center using this link –
https://admin.powerplatform.microsoft.com/environments

And it’ll take you to the Power Platform Admin Center

Old Instance Picker

Use the below link to directly navigate to the instance picker. Or maybe bookmark the link, perhaps.

https://port.crm.dynamics.com/G/Instances/InstancePicker.aspx?Redirect=True

Below was how the previous Instance Picker looked for classic Dynamics 365 CRM. But now, the same will be redirected to the new Power Platform Admin Center again. So, both links will take you to the same place.

instancePickerShortcut

Remember: You’ll need to have D365 Admin Role to be able to access this page.

Hope this was useful!

Here are some more Dynamics 365 Admin Center posts you might want to check –

  1. Track and Set Regarding are disabled for Appointments in Dynamics 365 App For Outlook message | Demystified
  2. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  3. Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
  4. Office 365 Admin: Quickly Enable Multi-factor authentication for usersOffice 365 Admin: Quickly Enable Multi-factor authentication for users
  5. There are missing dependencies. Install the following solutions before installing this one: “Active” | Connection References missing in Power Platform Solution

Thank you!!

D365 Quick Tip: Assign your records but keep control

At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process.

But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access those.

There’s a general D365 setting for this too! You can share your D365 records with other but still retain rights to yourself so keep track of what happened with those later on

Setting

  1. Navigate to Settings > Administration > System Settings
    settingLocation
  2. In General tab, look for the Setting where it reads as ‘Set whether reassigned records are shared with the original owner’ (quite self-explanatory)
    settingChanged

Assign Record and check Share Rights

  1. Now, assigning a records from Priyesh to John as shown below –
    assignToJohn.png
  2. Priyesh would still have rights to the record. Check the Share status of the same. The record will be owner by John but will be shared with Priyesh too.
    assignedToJohn

Hope this is helpful! 😊

Customize Time Entry form on Calendar View for D365 PSA

Many times, users come back requesting that they need to be able to add types of time entries of their own. Sure, you can modify the Time Entry Type OptionSet that comes with D365 PSA by default. But that will only reflect on D365 Form Level and not where users go to Calendar View to enter time.

Microsoft has provided to be able to customize the Time Entry form on Calendar View too. This feature was released in the PSA release v1.2.1.51
msRelease

Check here – https://blogs.msdn.microsoft.com/crm/2017/07/14/dynamics-365-for-field-service-and-project-services-automation-update-3/

Customization

I’ve added an option called as Comp-Off for the available types of Time Entries OptionSet.
timeEntryOS

But, this is only reflected on the Form level of Time Entry entity and not on the Calendar View. On the Calendar View, it continues to show as below –

defaultTypes

Hence, you’ll need to make changes to the TimeEntryType.js file provided by Microsoft out-of-the-box.

Here’s the script that comes out-of-the-box which Microsoft says you can change to customize –

  1. To make changes, look for this file – “msdyn_/Common/Models/OptionSets/TimeEntryType.js
    jsInSolution
    jsWebRes
  2. Modify this file. By default, it will have this script as shown below –
    defaultScript
  3. So, I added just this one line and mapped it to the OptionSet I created. The value should match the OptionSet value entered in the Time Entry Type OptionSet.
    lineAdded
  4. Save and Publish changes. Check if your new option appears as shown below –
    modifiedCalendarView

Remember: The Calendar View to enter time entries has been deprecated in v3 of PSA. So this customization will not be needed in versions 3.x onward.

I hope this was helpful.

Also,

D365 Ribbon Button shortcut to open a Document in SharePoint Online

I’ve come across a request where someone wanted quick access to a policy document which is commonly used by all CRM users. Documents like – a Policy Document, Terms Of Service, or absolutely a common User Guide!

Users find it tedious to remember and navigate to SharePoint to get hold of the same document frequently. So I thought, why not have a simple button to open the document in a new tab? Pretty easy. Here’s how we do it.

Ribbon Workbench

So, we use Ribbon Workbench to add a shortcut button to an entity’s form where if users feel they should look at the document while they’re working on the record, they can easily do so by just clicking it.

  1. Create a button on, say, Account entity form.
    createButton
  2. Use URL Action in Command to enter the SharePoint link to the document.
    ribbonAction
  3. Ensure what type of access you want for the document. Presumed that only people within the Organization should be able to use it.
    docAccess
  4. Use Copy Link feature to get rid of the % from the direct link and use the link in the URL Action and publish changes
    copyLinkButton
  5. Copy the link.
    copyTheLink
  6. And paste it in the URL Action property of the button
    pasteLink
  7. Make sure you select the Command you created and add it to the button as shown below, and maybe also a nice icon too!
    commandButtonJoin
  8. Finally, Publish changes.

Accessing the Document

Now, since you have published the button, we are ready to test.

  1. Go to Account for and click the button.
    clickButton
  2. It will take you to the document whose link you put it in the new tab (or whatever preference you had set for opening the link).
    openDocument

Pretty simple use case. 😊