Import multiple Users in Office 365

One of the common asks to import multiple users in Office 365 is to be able to create multiple users in most efficient way possible.

Here’s a quick guide to do so using Import multiple users feature in Office 365 Admin Center.

Download Template for Importing Users

  1. Let’s say you are in the Admin Center using portal.office.com. Under Users, You’ll find a button to Add Multiple Users
    addMultipleButton
  2. And the feature let’s you download a template with some sample data in case you’re unsure of what to enter.
    downloadTemplate.png
  3. Once downloaded, you’ll get the Excel in your system
    downloaded
  4. Now, you’ll see some sample data which you can simply delete to add your actual data.
    sampleData.png

    deleteSampleData.png

  5. And let’s say, your data looks like this. I’ve added Kuldeep Gupta and Subhash Mahato, 2 users with some info.
    sampleData

Import Back into O365

Now, we are set to import this in O365.

  1. On the same feature, look for Browser button to import.
    browserExcel
  2. Click Verify to validate the info entered for any errors. Once verified, you can click Next.
    verify
    clickNext.png
  3. On the next step, I’ll assign licenses and proceed by clicking Next.
    assignLicenses
  4. Once the processing is done, users will be added
    importCompleted
  5. And you’ll see 2 new users in O365 with the selected licenses
    2newUsers.png

Hope this was easy! 🙂

 

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Viewing Emails as conversations on the Activity Timeline in D365 CE

When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation?

Well, that’s exactly what this little but extremely beneficial feature let’s you do.

Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)?

distinctEmailViews

In the pic above, they are all a part of the same email chain but have come at different times so appear distinct and you can’t easily make out that they actually are a part of the same email conversation.

So now, you can now view Email activities as conversations on the Activity Timeline!

Personal Settings

  1. Open your Personal Settings in D365 CE and go to Email tab as shown below. Look for ‘Show emails as conversation on Timeline‘ feature and turn it on.
    setting

Viewing Emails as Conversations

Now, it’s pretty easy to look at activities that are a part of the same email conversation. And they are denoted by a visual cue that indicates they are chained together –

inConversationEmails.png

Note: This feature is available only on the Unified Interface and won’t be available on the Timeline on the classic UI.

 

Hope this quick tip helped!

A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3

In PSA v3, there occurs a scenario where Resources (Users) have to enter about their absenteeism and they’re not able to submit the request successfully on the Time Entry grid.

Error while Submitting Absence/Vacation & Non-Project Time Entries

  1. Typically, when a Resource has to make an entry for Absence but doing the below
    absenceTypeEntry
  2. And then clicking on Submit.
    submittingTE.png
  3. But, doing so gives an error!
    errorMessage.png

Let’s look at what was missing in readying the system for using PSA for the Resources –

Adding Manager for a Resource

Evidently from the error message itself, a Manager is required to approve the non-project time entries. Here’s how you can set it up!

  1. In PSA, it is required that ‘Manager’ is set for a Bookable Resource to be able to submit an absence/vacation/non-project time entry. Quite logical.
    So, In User record (associated with the Bookable Resource record of the actual user), the Manager should be assigned.
    missingManager.png
  2. Like below, if there’s a manager present, the Resource should have no trouble submitted non-project/absence Time Entries.
    managerAdded
  3. And once this is set, the entries should be submitted without an issue like below –
    entrySubmitted.png

What can the Manager do?

  1. Once this type of Time Entry has been submitted, the Manager can see it under Approval entity in their PSA under Absences/Vacations for Approval
    approvalArrived

Hope this was helpful!

 

 

Use Plugin Tracing to identify Plugin time-out issues

In Dynamics plugin implementations, you might have lengthy complex plugins that makes calls to Dynamics several times. I agree that calls to Dynamics should be as less as possible and use Link Entity as much as possible and the plugin should be well designed to handle such lengthy executions.

However, there are instances where these plugins are probably updating some fields that in-turn trigger some other sync processes and the execution begins to take longer than it should.

At times, such lengthy executions result in the plugin timing out. In case of Dynamics 365 Online, the timeout is 2 minutes and you can’t change it. (In on-premise, you can)

actualError

And now, you need to know what’s taking so long! So I want to propose a method which proved effective for me to identify this.

First, in case you are looking to work with Tracing for plugins, here’s a great blog on the same – Debugging Your Plug-ins with the Plug-in Trace Log

Add DateTime to Trace Logs

One of the best approaches to identify what portion of the plugin execution is actually taking time to process is to keep adding Trace logs and that too, with a timestamp!
timestampInCode

This will give you an idea of what part of your plugin is taking long to execute and will give you a fair idea if anything needs to be redesigned.

Set these traces at the very beginning of your plugin and at all necessary places as well as the very end to cover execution cycle well.

And your logs will actually record the time when that operation was hit.

timingsRecorded.png

So now, you have an idea of how the 2 mins are spent and maybe start troubleshooting in that direction.

Hope this quick tip helps!

Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates

And as we continue to ride on the Wave 2 October release features of the D365 for Sales, here’s a much anticipated feature Salespeople have been asking for. The ability to send Quotes as PDF (derived from Word Templates) right from the Quote itself.

At the time of this blog, I had enabled the Wave 2 Updates on the trial instance. Kindly try the same in your Sandbox instance first.

If you’re looking to enable Wave 2 Features for your organization, check this post –  Early Opt-in for October 2019 Wave 2 Updates.It is recommended you try these features on the Sandbox first.

Enable PDF Generation

As a part of the Wave 2 feature, you’ll need to enable this in the App Settings in the Sales Hub (typically).

  1. Navigate to App Settings
    appSettings
  2. In App Settings, look for PDF Generation area as shown below, You’ll notice that the feature might be turned off.
    settingOff.png
  3. You’ll simply need to turn it on and then Apply the changes.
    settingOn
  4. That’s it. You’re all set to use it. You’ll now see the 2 new buttons to Create PDF or Email as PDF.
    newButtons

    When this feature isn’t enabled, you won’t see the buttons –
    noButtons

Generate PDFs only

  1. Now, as the name suggests, if you chose to only Create a PDF out of the Word Templates you already have in place, simply drop down the menu and select the template you wish to get the PDF of.
    createPDF
  2. And the browser will throw a file in your system like any other download.
    downloadedPDF.png

Send Directly in Emails from Quote entity

  1. Typically, once things look good, you want to just send out the PDF as an attachment in an email from Dynamics. This button will let you do just that –
    emailAsPDF
    As you observe, this also works with your personal Word Templates too.
  2. Once you click on the Template, an email is ready for you to start writing and send when ready with the template attached as PDF already.
    draftedEmail

There are also some smart emailing capabilities that let’s you send email right from the context of the record. Check this post of mine for the same: Contextual Email communication in D365 CE Wave 2

Hope this helps!

Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE

Most of us need this in our workflow conditions to check against – to have today’s date handy and then use them in If conditions in workflows. But, the filter in If conditions in workflows don’t let you dynamically select On or after ‘Today’.

And when you want to compare to today’s date on selection of On or After, you are forced to enter a date and not dynamically select Today.

onOrAfterBlank

To overcome this, here’s what you can do to simply store Today’s Date in all records.

Calculated Date and Time field

So workaround this, you can simply create a new Date and Time type of Calculated field to store the current date and use it in your workflow conditions or wherever you need it.
createCalculatedField

Make sure the type of the field is Calculated and then, Edit the criteria.

Select Now() function to set the value of the field.
Now
And the final criteria condition will simply look like the below
finalCriteria

Once you save and publish all your changes, you’ll see that the field is automatically populated with today’s date.
allDatesPopulated.png

Using in Workflow Conditions

Now, you can use the same in the workflow conditions as shown below –

addedCriteria

and you should be able to use this in your workflow conditions which could look like this

addedOnCondition

Hope this quick workaround comes handy!