D365 Quick Tip: Shortcut to Settings from the Unified Interface

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following –

Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings

advancedsettings

 

Right on the next tab, Settings with the classic UI is shown –
fullsettings

And there’s nothing else on that SiteMap.

 

And that’s it! 🙂

 

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Delete Async Plugin Logs if plugin succeeds, save D365 storage space

Let’s see how we can efficiently manage D365 storage without bloating the storage with data that you might not need.

In my opinion, we don’t really need to know that the background process was successful or not, we typically care for what failed.

So, from an Asynchronous plugin standpoint, the logs in D365 is registered in the System Jobs and they create a ton of System Events if you are Importing data in D365 and your Async process is on the create of such records.

sysjobs

Check your Async plugin step

  1. Now, you can preserve this storage space by choosing to Delete the Async plugin logs.
  2. In the screenshot below, you can see an option to ‘Delete AsyncOperation is StatusCode = Successful
    deletelog

In this case, the System Jobs for the will not be created, thus, saving you valuable storage space if your plugin is run frequently.

Hope this helps.

Enable entity for Party List selection in Appointment

Out-of-the-box, you have fixed set of entities enabled for Party List fields in Appointment entity. Of which, you can select to be either in Required or Optional fields on Appointments.

But, what if you want to enable a custom entity for the same? You can do that was well.

Enable Entity for Sending Email

  1. In your custom entity, you can turn on Sending Email option on the entity level and the entity will be enabled for Party List.sendingemails
  2. And Publish your customization.
    Now, when you select the Required/Optional field in Appointment, Look for More Records
    lookForMoreRecords.png
  3. Select the Look For option to expose available entities
    expandlookfor
  4. And look for the custom entity you created i.e. Office Representatives my this case.
    selectentity
  5. And select the record you want
    jamieg
  6. And the custom entity record will be added to the Party List field
    addedtolist

The reason your see them enabled is because Email Address (emailaddress) field has been created for the entity i.e. the entity is now Email enabled.

Hope this helps!

Quickly use Email Signatures in D365

You can use Email Signature in D365 Emails as well. Here’s a quick tip on it to quickly create a Signature and use it.

As I write this blog, this feature is not yet available in the Unified Interface yet.

Create a Signature

  1. Navigate to Settings > Templates > Email Signatures
    insertsignaturefeature

  2. And create a New Signature as below
    newemailsignature
  3. Now, I save and close.
    emailsignaturesaved

Insert and use Signature

Now, when you write a new Email or this email in D356, you can select the signature as below –

  1. Select Insert Signature while working on the email
    insertinemail
  2. Select the Signature and click Select.
    selectsignature
  3. And the Signature appears.
    finalsignature

That was easy. 🙂

Using ‘Clone a Patch’ & ‘Clone Solution’ in D365 Solutions

Doing incremental deployments from Sandbox to Production is a part of every other D365 implementation.

And when do this, typically, you just create a new solution for every single time you move things over. This creates a lot of mess and leaves your Solutions in unorganized dump!

Let’s see how we can stay organized by using Clone a Patch and Clone Solution to keep things synced and clean

Clone a Patch

Clone a Patch should be used when you don’t want parent dependencies in the solution all over again unless you want to change them. So, always use this when you want to add newer things to a previously existing solution.

  1. I have created MainSolution_1 as my main solution, the first time I started my customization. I added only 1 field, called Target Sale for demonstration purpose.
    mainsolution
  2. Now, let’s say I deployed it over, the next time I want to add some more functionality to the existing solution I deployed, I should not create another solution.
  3. Rather, I’ll use Clone a Patch as shown below.
    cloneapatch
  4. In Clone a Patch, I’ll keep the Display name same and the version number is configurable up to the last 2 sub-versions.
    clonepatchproperties
  5. So this is how my Patched solution will look.
    preparedclone
  6. In this solution, I’ll add another field called as Min Target To Achieve and deploy it over to Production, maybe.
    patchcontents

Clone Solution

Clone a Solution is used when you have a main solution and several patches. Clone a Solution will roll up everything into a new “parent” solution and remove every other solution of which you cloned including the source solution.

  1. I’m select MainSolution_1, the first main solution I had created with the field Target Sale field. And then I chose to Clone Solution.
    clonesolution
  2. Similar to Clone a Patch, I have now the version control over the first 2 version numbers and since it is the first Clone, the final numbers are 0.0. I named it MainSolution_1_Cloned.
    clonesolutionproperties
  3. It takes a few moments to Clone everything.
    inprogress
  4. Now, I have cloned the solution and the resultant solution has all the components from the Main Solution as well as from the Patch solution summed into 1 final solution.
    cloned
  5. Also, notice that all the other solutions including the MainSolution_1 from which I cloned this solution is deleted.
    cleanedsolutionsarea

Thereby, you have a clean Solutions area with all sorted work.
Hope this helps. 😊

Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks

After 2 posts to trying to summarize Learning Paths, here we are to Guided Tasks which conclude this series. We will see D365’s early adopters can get acquainted with processes in your organization and getting them to know the system.

To check the other 2 posts – Please follow the below posts

  1. Setup – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup
  2. Sidebar –Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Configuring Guided Tasks

  1. Assuming you are already in Learning Path > Content Library. Select Guided Task.
    guidedTask
  2. Fill out the properties of the Guided Task like the name and how you want it to behave.
    guidedTaskProperties
  3. One you save, you get a Flow Editor where you can add 4 different types of Guided Task modal.
    flowEditor
  4. So, these 4 types of modals are available. Here’s what each of them do –
    1. Step with Next Button – Simple instruction in Text or Video and a Next Button
    2. Step with User action – Will make you click the button/action it is pinned to. And only then move forward.
    3. User Action with Next Button – This is a combination of A and B above. You can either select the action or skip to next step.
    4. Learning Step – It is like a tip and comes with a Button that can open another Learning Path Published item. Like, Sidebar in my case.
      stepTypes
  5. When you drag either of the above onto the screen, the D365 screen is highlighted with areas where you can drop it and it gets pinned to that item.
    skeleton
  6. On each of the types of modals, you get to either enter Text or add a Video.
    contentTypes
  7. For Learning Step modal, you get to also configure what will open when user clicks Learn More.
    learnMoreEditor
  8. In my case, I’ve opened the existing Sidebar from Part 2 of the blog series.
    sideBar

Finally, my track looks like this –

track

Previewing and Publishing

  1. Once you are done editing, Save your changes and Check In your changes.
    confirmCheckin
  2. Once you proceed, you’ll be asked in the same way as Sidebar to specify which all environments you want to publish this to.
    envSelect
  3. On publishing, you’ll see this notification.
    published

Seeing Guided Tasks Work

    1. Step with Next Button.
      stepWithNextButton
    2. Step with User Action (Notice that it doesn’t have a Next button but is asking you to click on the Gear Icon)
      userAction
    3. User Action with Next button, either of which will take you to the next step.
      nextUserButton
    4. Learning Step (Clicking on Learn More will open the Sidebar on the right hand side)
      learningStep
    5. Sidebar showed up on clicking Learn More from Step 4 above.
      LearnMoreSidebar

Hereby, I conclude Learning Task. I tried to keep it as short as possible. But then, lots of screenshots.

To summarize, you can read previous blogs in this series
1. Setup – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup
2. Sidebar – Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Hope this gets you through Learning Path quickly! 🙂

 

Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Sidebar is a component in Learning Path where you can design a Sidebar that appears like a tray popping from the right side of the screen. You can have quick help items in it so that new users to D365 can use it to get help on the most frequently requested items in your Organization.

Before you begin, you can check my post i.e. Part 1 post of this series on setting up Learning Path in D365 – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup

Also, check out Guided Tasks in this blog post – Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks

In my last, I setup Learning Path in D365 Org, let’s take a look at designing one of the aspects of Learning Path i.e. Sidebar

Creating a Sidebar in Learning Path

  1. Assuming you have gone through the setup of Learning Path and you are now navigated in your Org to Training > Content Library. Content Library is open and you need to select Sidebar
    createSidebar
  2. On opening the same, you’ll be asked to set preferences of what should the details of the Sidebar be
    sidebarProp
  3. On clicking Save, a designer pane will open on the right hand side of the Page like so
    editorOpened

Designing your Sidebar

Now, let’s put a few items on the Sidebar and publish it to see how it looks

  1. I’ve given a suitable Title to my sidebar, I’ll call it CFT117 Helpdesk for now. Then, when I want to first item, I’ll click on Section #1 below that and a Pencil and Delete icon will appear. I will select the Pencil Icon to start editing my first section
    editingSection1
  2. On clicking the Pencil, a menu to show what all I can add appears, for example, I select List of Links (I will just give link to a website here)
    selectContent1
  3. Once I select List of Links, editor to add Links will appear. I’ve given a title to it called as Visit Company Website and I’ll select + Add Link as shown below
    addLink
  4. After clicking on Add Link as in #3 above, I get options to specify what the link will do. For example, I’ll select Webpage since I want to redirect to the company website
    defineLink
    linkDetails
  5. After I click Next, the first Link will be set and will appear like this.
    linkSet
  6. Next, I’ll select to add a Video (you can select what you want to show in subsequent sections as mentioned in step #2 above).
    So, I’ve given a title ‘Using PSA’ and entered the URL of the video I wanted to show. Finally, my section will look like this
    videoProperties
  7. After everything is done, I’ll click on Save
    saveSidebar

Publishing Changes

  1. Next, on the button left, you can select Preview.
    preview
  2. Once someone clicks help, this is how the pane will look. Finally, if you’ve decided to publish it, you can click on Publish button on the bottom left
    previewShown
  3. And you can select which all Orgs you want to publish this Sidebar to –
    publishControls
  4. On confirmation, it will tell you that the content has been published successfully.
    published

Using Sidebar

Now, our Sidebar is ready. And once the user clicks on the Help Icon on the top right as shown below –
clickHelp

They’ll see the Sidebar as you designed
sidebarDisplayed

 

Excuse me for the unusually lengthy post. Hope this helps! Learning Path – Part 3 – Guided Tasks has been published too – Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks!