Access Customer Insights in your Office 365 tenant

January 30, 2022 priyeshwagh777 Dynamics 365, Office 365 Administration customer insights, dynamics 365 admin center, Power Platform

As a newbie to Customer Insights myself, I struggled to find where from Office 365 or Dynamics itself do I access Customer Insights!

I tried looking in the Office 365 under All Apps, I couldn’t find it as any other App

Here’s a direct link for the same –

Direct Link

Use this link in the O365 Logged In browser to access Customer Insights – https://home.ci.ai.dynamics.com/ (Bookmark this 😊)

And you’ll be taken to the Home Page which appears like this –

Alternatively

You can also search for Customer Insights and it’ll give you the Log In page as below from which you can click on Sign In –

And the first result will open the Sign In page for Customer Insights if you are already logged in the browser with the O365 account already.

From Admin Portal

Here’s how you access it from the Office 365 Admin Portal.

Go to Admin Center area in M365 Admin Center and click on All admin Centers. It’ll show the list of all Admin Centers in your tenant.
Clicking on Customer Insights there will then open up the Customer Insights and will help you navigate from choosing between Audience Insights / Engagement Insights (preview at the time of this post)

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

Thank you!!

Upload documents more than 50MB to SharePoint in Dynamics 365 | Quick Tip

December 2, 2021 priyeshwagh777 Dynamics 365, Dynamics 365 CE documents in dynamics 365, sharepoint online

Currently, Dynamics 365 SharePoint Integration document limit is 50MB.

And if you try to upload a Document greater than 50MB, it’ll give you the below error –

So here’s what they mean by directly uploading to SharePoint, in case you are new to Dynamics and don’t know if you can access SharePoint directly from Dynamics.

Quick Tip

Here’s how you can upload larger files greater than 50MB –

In the Documents tab, you’ll see the
This will take you to the SharePoint location in the new tab which this Document folder points to –
And you can choose to upload your file –
And your file will be uploaded even if it’s larger than 50MB
And the same will be reflected in Dynamics’ Document grid on the record as well.

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

Thank you!!

Enable SharePoint Online integration Dynamics 365 | Power Platform Admin Center

November 30, 2021 priyeshwagh777 Dynamics 365, Power Platform Admin Center dynamics 365 sharepoint integration, sharepoint integration, sharepoint online

In this post, I will highlight on how you can enable SharePoint Online Document Integration with Dynamics 365 CRM and how these records are structured in SharePoint as well as Dynamics CRM.

Hope this post covers it for you to get started with Dynamics 365 SharePoint Online Integration! 😊

Pre-requisites

Here are the pre-requisites you need to make sure you can enable SharePoint Online integration with Dynamics 365 CE/CRM.

With Dynamics 365 Online, you’ll also need SharePoint Online plan as well which is available with M365/O365 Plans. Example: E3
Also, make sure you are Dynamics 365 Admin as well as SharePoint Admin as well. In case you happen to the be Global Administrator, even better! 😊

Before enabling SharePoint Integration

Before we enable SharePoint Integration, notice that Documents is not shown in related records under entities like Accounts, for example.

Power Platform Admin Center

You can visit Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments) to enable SharePoint Integration

Navigate to Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments) and then to the environment with which you want to enable the SharePoint Online integration with –
Then, go the to Settings of the Organization –
Under the Integration section, navigate to Document management settings
It’ll take you to the old Document Management Settings in Dynamics 365 CRM. Here, you’ll be able to select the Enable Server-Based SharePoint Integration
The next dialog box will walk you through the steps to enable the SharePoint Integration with your Site. Click Next.
Now, you’ll be asked if you want to enable for Online or On-premise. In this example, we are looking at Online, hence, Online will be selected and you click Next.
Further, you’ll be asked what Site should the integration be enabled on.
It should be the SharePoint Site you want to enable this to, so you can pick it from the SharePoint site itself. Copy the selected URL from your respected SP Site.

And paste it in the box where URL is asked. Then click Next as shown below.
Final step is to click Finish post the Site is found to be Valid.
At this point, Documents will be visible on entities.
But, if you navigate and try to enter Documents, you’ll see the error message saying that Site is missing

This completed the first step of the process. Next step is to enable the entities for SharePoint integration of Documents.

Enable Entities for SharePoint Integration

In this section, once we have enable the Dynamics 365 environment for SharePoint integration, we’ll now enable the entities which we want the Document Integration to be enabled on –

Now, you’ll need to enable the entities for Document Management
In this, you have to make enter the URL of the SharePoint Site where you want the Document Library to reside. I’m entering the main SharePoint URL itself and we’ll see where this ends up.
In this, make sure you select the Entities which you want to enable for Document Management.
Most of common Business Entities are pre-selected, you only need to paste the URL of the Site location and you are good to click on Next.
Next, it’ll ask the structure of the folders that should be created in the SharePoint.
To understand Based on Entity, you can check this – https://d365demystified.com/2018/12/17/based-on-entity-folder-structure-in-d365-sharepoint-online-integration-in-d365/
Once you click Next based on your selection, you’ll simply be prompted where the Document Locations are being created.
You just need to click OK.
Further, it’ll process the entities which were initially selected in #2 above.
In a few moments, this will be completed.
You can simply click finish.
Once done, you can now check that the error in Account’s Document section is gone and you’ll see that the Documents grid is ready for Documents to be uploaded.
And here’s the SharePoint Folder Structure created in SharePoint.
When you navigate and even if you open the grid on the Dynamics 365 record, the folder is created in SharePoint even if you don’t upload anything.
And for example, you upload a sample Document on the record
It’ll appear in the Documents tab here.
And also on the SharePoint library which we just saw

Easy!!

SharePoint Site Structure in Dynamics 365

If you are further curious on what happens in Dynamics 365 and which kind of records are created, here you go –

The first record to be created in a high-level is SharePoint Site.
Under this, a Document Location record is created.
And in this Document Location record, a Default Document Location is created which will house the other records
And in this Document Location record itself (if you open the one marked in the #2 above)
A child Document Location record is created [And this is created when you open the Document tab on the entity record itself]
So, go to the Document Locations in related in the Documents on Default Site 1 itself
And these are the records under the Child Document Location records.

So this is what happens on a very high-level. 😊

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

Thank you!!

Call Flow from Webhooks in Dynamics 365 CRM | Power Automate

November 23, 2021 priyeshwagh777 Dynamics 365, Power Automate call flow from webhooks, flow, Power Automate, Power Platform, webhooks, webhooks in dynamics 365

In case you are wondering if there are other ways to call a Flow apart from just Dataverse connectors, well – There are ways! 😊

Here’s how you can use Webhooks registered on Dynamics 365 CRM to call a Flow in Power Automate using HTTP Request trigger

Pre-Requisites

Given that you already have Admin Access to create Flows with HTTP Request Triggers, you’ll need to have Plugin Registration Tool in case you are not familiar – Download Plugin Registration Tool for Dynamics 365 CRM using PowerShell

Initiate a Flow

Here’s how you start building your Flow –

You must select the HTTP Trigger when you start a new flow. This will be your Flow trigger.
Now, in order to be able to get the URL of the HTTP Trigger which you’ll need, you’ll need to save the Flow first.
And for that, Flow needs to have more than 1 step. So just go ahead and add a variable, maybe. 😊
Once you save the Flow, the URL will be generated which you can copy
Copy this URL and paste it in the Notepad. We’ll come to it later.
It should look like this –

So we’ll come to this later. Let’s keep this handy in clipboard since you’ve copied it anyway and let’s move towards registering the Webhook itself.

Register Webhook in Dynamics 365 CRM

Given that you have Plugin Registration Tool and you are logged in, you can proceed with registering a Webhook in the environment –

In the menu, select Register a Webhook option.
Now, you can start by giving it a name.
Then, in Endpoint URL – copy only till the work invoke
https://prod-131.westus.logic.azure.com:443/workflows/6092c774224e498ebe413f3d7c05a45e/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=gvfm52Mpnhsz4Ew4ufRllNM_VhfC6a-GkCpM7AigPU0

Also, select the Authentication as HttpQueryString
Now, coming the next part, you can start add properties to this –
Green are the Properties, Pink are the Values

https://prod-131.westus.logic.azure.com:443/workflows/6092c774224e498ebe413f3d7c05a45e/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=gvfm52Mpnhsz4Ew4ufRllNM_VhfC6a-GkCpM7AigPU0

Also, in case you are wondering what does the %2F mean – It’s the HTML encoding for a slash symbol “/“
Ref Link: https://www.w3schools.com/tags/ref_urlencode.ASP

And, the properties should look like below –
Now, you can go ahead and add a Step just like you would do in a Plugin assembly

And then, for example, register a step on Associate. It could be any message.
And, when you Associate a record, example – Assigning a security role to a User –
The Webhook will call the HTTP Request Flow

And if you open the Flow, you can expand the first step and see the Detailed outputs
You can copy the above Outputs and use this to generate Schema for the HTTP Trigger so that you can use it further in the Flow

And this is how it will be generated

Hope this helps!

Here are some Power Automate posts you want to check out –

Thank you!

Pinning Records in Dynamics 365 CRM in Unified Interface [Quick Tip]

November 23, 2021 priyeshwagh777 Dynamics 365, Dynamics 365 CE dynamics 365 crm records, pinned records, recent records in dynamics 365 crm

A small but super useful feature is to be able to access pinned records which you frequently visit / need to visit.

Pinning Records

Here’s how you pin records in Dynamics 365 CRM –

In your left-hand-side of the navigation pane, you’ll see Recents and Pinned section.
Right away, no records are pinned. You can pin records from Recent items only at this point.
If you expand the Recents section, you can hover over the records to find the pin appear on the records which you want to pin.
Once you pin them, they’ll appear in your Pinned area. Since you Recent records would change over time as you continue to access different records.
In case you want to remove this, you can also unpin by clicking on the unpin icon as shown below
Good thing is that pinned records are available all other Apps as well.
So you could be in any App and you’ll retain all the Pinned items

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

Thank you!!

Use Hierarchy in Roll Up Fields in Dynamics 365 CRM

October 5, 2021 priyeshwagh777 Dynamics 365, Dynamics 365 CE hierarchy settings in dynamics 365, roll up fields, roll up fields in dynamics 365 crm, use hierarchy

Here is the use of Use Hierarchy in Dynamics 365 CRM Roll-up Field’s Use Hierarchy option when defining the logic of the Roll-up fields.

Scenario

Let’s consider this out-of-the-box scenario where an Opportunity Rolls up Est. Revenue to the Account it is tagged to. Also, that Account also has another Account set in the Parent Account field.

So, the hierarchy here is Account (Parent Account) -> Account (child Account) -> Opportunity

Now, our demonstration of Use Hierarchy will show where does the Open Revenue (field on the Account) should Roll up from it’s own Account or from the Opportunity of the child Account’s Opportunity as well.
You’ll see a Hierarchy Icon to all records that participate –

And when you select either of them, you’ll be able to click on View Hierarchy button on the view’s Ribbon

This will show you how the Accounts are arranged in hierarchy

And here’s where you can access your Hierarchy Settings

Let’s see!

Use Hierarchy in Roll Up fields

Here’s how you would see the option to switch between Use Hierarchy in the Roll Up fields in Dynamics 365 –

Use Hierarchy: YES

Now, assuming this is set to Yes and it selects the OOB relationship that defined this hierarchy

Consider the child Account “Alpine Contoso” (This is a child account of “Alpine Ski House Main“)
And this Account Alpine Contoso has it’s own Opportunity worth of $25K
Now, let’s look at the Alpine Ski House Main‘s Opportunity which is worth $30K
Now, the Open Revenue for this child Account “Alpine Contoso” is $25
However, since we are using Hierarchy as YES and selected the relationship between the self-lookup of Account itself, this value will also add up to the Open Revenue of the parent Account “Alpine Ski House Main” is $30K + $25K = $55K

Here, we saw that the Open Revenue from the child Account too Rolled up to the Parent Account.

Use Hierarchy: NO

Assuming, the Roll-up field is now set to NO to Use Hierarchy, let’s see the difference on the Parent Account “Alpine Ski House Main” itself.

If we look at the Alpine Ski House Main‘s Open Revenue value, it’ll only have $30K
This $30K belongs to it’s own child Opportunity and not child Account i.e. Alpine Contoso‘s Opportunity.

Hope this was helpful! Here are some more D365 posts which you might be interested in –

Thank you!!

Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM

March 4, 2021 priyeshwagh777 Dynamics 365 dynamics 365 administration, filter criteria, owner team, record owner in dynamics 365, system view, team owner in dynamics 365

In Dynamics 365, “My” views show records owned by the System Users themselves. Let’s look at how you can have views that let’s you filter records based on the Owner Team which you are a part of.

Scenario

Let’s assume the below scenario in terms of Contacts entity. All users have Contacts owned by them. Out-of-the-box views show filter “My” views only by Owner field.

Default My Active Contacts view will show you Contacts you are Owner of. (Similarly, this could apply to every other record as well)
Example: Amit is logged in and he is seeing his Contacts under My Active Contacts
Now, Amit is also part of a Sales Team which is an Owner Team in Dynamics 365 CRM/CE
And, there is a Contact which is assigned to the Sales Team itself and not an individual user.

I’ll just expand the header and show you the Owner
So, we’ll make this Contact also appear for Amit on his new My Team(s) Contacts’ view. You can call your view something else as well.
So let’s see we can do this.

Create a new View – Edit Filter Criteria

In order to make the Owner Team’s record available, we’ll have to work by creating a new view and editing the Filter Criteria of the new view. Let’s see how –

I’ve created a new view called as My Team(s) Contacts. And I’ll start by editing the criteria itself.
Start by selecting Owning Team (Team) under the Related section of the fields selection drop-down.

Under that, open the drop down to expand it’s related records.
Under Owning Team (Team), look for Users. Notice that it doesn’t have any entity name mentioned in brackets like other fields in the list. Meaning, it is the sub-grid i.e. Child Record list under the Team record.
Once you select the Users, expand the dropdown under Users which will be the fields of the System User record itself.
In this list, select User itself. This is the GUID of the User record. Pro Tip: Any field with the name of the entity itself is a GUID/Primary Key of the entity record itself.
And in this last selection, you’ll notice that the Current User is already selected for you.
That’s it. Save your criteria and publish the changes.
Let’s see the results.

Result

Now, if you navigate to the new view you created with the selected criteria, you’ll see the records Owned by Teams which the logged in user is a part of –

Caveat – Clubbing into 1 view (Owner + Owning Team’s Member) is not possible

Let me point out a caveat right away before we proceed – In case if you are wondering that we can do this in the same view by adding more ‘Related’ entity criteria which will look like the below – it won’t work! 😦

Because, the Filter Criteria will not consider (or let you select these rows in any order) and let you make it in an OR group.
By Default, this is an AND group i.e. a Field + Related criteria can’t be grouped together.
If you set the above criteria in any order, it’ll end up returning 0 results.

Hope this was useful!

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

Thank you!

Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.

April 25, 2020April 27, 2020 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, dynamics 365 administration, Dynamics 365 CE, Dynamics 365 PSA dynamics 365 administration, Dynamics 365 PSA, Dynamics 365 psa v3, projectserviceautomation

This is a little tricky upgrade from PSA v2 to PSA v3. I’m sure by this time of the year, most of you must have upgraded and this post by me comes a little late than it should.

Here’s my experience and what help from Microsoft Support I needed to complete the Upgrade successfully.

So usually, this is what you expect when you initiate the upgrade process. You go to the Instance Picker from Dynamics 365 Admin Center.

And you can see that you are on PSA v2.4.x version and the New version available is 3.10.x. When you kick off, it starts running

But, it fails like this.

Let’s take a stab at it!

I usually prefer to go with the old school classic Instance Picker, if you want to have a quick access to it, check this post – D365 Admin Center: Instance Picker Link

Solution Health Hub

Note: Please be aware that below mentioned steps that involve Project Service & Project Service Upgrade Rule Set can only be provisioned by Microsoft Support and we need to create a Support Request with Microsoft for them to provide this Rule Set. These comes in a Managed Solution Microsoft Support installs from their end into your environment.

Assuming Microsoft Support has enabled this Rule Set for your organization, you can go to Solution Health Hub
Then, select either Project Service or Project Service Upgrade
It will automatically run asynchronously as and when you create it. It should display results in a few moments.

In this case, my failures were that Resource Requirement records didn’t have Hours & Resources were not filled in. Some Project Tasks didn’t have Project attached to them which resulted in corrupted PSA data according to the Rule Set and hence, the upgrade fails.
Now, in my case, I cleaned this data manually. Post that, I created another Analysis Job to ensure that there are no more failures.

Also, there’s another Rule that isn’t mentioned here but is a reason for failure. That is – Project Name (msdyn_Subject) should NOT be Blank. Use Advanced Find to find these records and correct manually. Please ensure this manually as it won’t appear here.
Now, there’s a workflow called as Update User Work History. It should have shown 3.3 or higher in the version to select, unfortunately, this will come once the upgrade fails 1 time.
Now, you are all set to kick off Upgrade Once again. It will fail due to the incorrect workflow mentioned above in #5.
Now, you can go back and check that workflow, it should have the correct version appearing (due to the partial upgrade that happened in #6 above, which eventually failed)

Set this to 3.3 and Activate the workflow again.
Now, trigger the Update to PSA v3 one more time. And this time it should go through correctly.
Please note, due to constant upgrades in the platform/PSA, there could still be some undetected issues which could result in failure. Hence, I tried to put what I experienced in general.

Post this, also ensure that all SDK Message Process Steps and related Workflows related to PSA are enabled.

In case you are also looking to find out about dependencies about failed Solution Upgrades, you can check this post too – Check Managed Solution failures in Solution History in D365 CE

Hope this helps!

Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE

April 9, 2020 priyeshwagh777 Dynamics 365, dynamics 365 administration, Dynamics 365 CE approve email, dynamics 365 crm, dynamics crm mailbox, mailbox in dynamics crm, office 365 global admin

This is one of the most useful common scenarios where you have to approach a Global Administrator every time to Approve Emails. Even when you want to create a few Queues or test Mailboxes on a non-production environment.

I would recommend this to be used only on Sandbox instance and let Production instance have this layer of approval of Global Administrators, but then it depends what you want to have. 🙂

Approve Email

Every time, you want to enable a mailbox for Server Side Synchronization, you are asked to Approve Email.
(If you want to enable Server Side Sync for enabling D365 App For Outlook, check this post Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox)

And even if you try to Test & Enable the mailbox, you’ll see the error as This mailbox is disabled for email processing.

And you get the error as IncomingEmailS2SApprovalNeeded. Let’s look at how even System Administrators who aren’t Global Admins can enable Mailboxes.

Disable Approve Email for Mailboxes & Queues

So, if you want to not have each mailbox need an Approval from Global Administrator, go to Settings in site map > Administration > System Settings > Email tab

In the above screenshot, you select which of the mailboxes or queues or both, you want to allow to process emails without approval. Now, I want to only disable the need for approval for Queues and keep the users as is.

But doing so myself, gives me the following error

That’s because, to disable this, you’ll need a Global Administrator once. Once they disable this, if you have the appropriate rights to Test & Enable Mailbox, you can directly Test & Enable a mailbox even though the error message is still displayed on the Mailbox after disabling this feature.

The mailbox for the Queue is now active.

In case you are also looking to create a Support Queue for your organization, you can check this post Create a support Queue in D365 CE.

Hope this helps!!

Easier template selection & Manage Activities with ease in Dynamics 365 | 2020 Wave 1 Feature

February 24, 2020 priyeshwagh777 Dynamics 365, Dynamics 365 CE, Dynamics 365 Unified Interface 2020 wave 1 early access, Dynamics 365, dynamics 365 sales

Easier template selection and a improved Activities management view are pretty important features that got added in this 2020 Wave 1 Early Access. Here’s what they are!

Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since it’s not recommended for Production at this point.

Easier Template Selection

Now, you can preview how the Email will look like before you select the template in the Activities
First, you need to click on Insert Template once you select the recipient of the Email

And you can preview what each applicable template will look like before making the selection

And when you select Apply Template, it was applied to the actual email.

Please note that this is only in Dynamics 365 and doesn’t translate the same to Dynamics 365 App For Outlook’s Add Template feature. By the way, if you’re looking to set up D365 App For Outlook, please check these related posts –

Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox

Using Templates from D365 CE in D365 App For Outlook

Old Template Selection

Old Template selection was just selecting the Template itself and you had to rely on your knowledge of what template to use from your system

Manage Activities with Ease

Now, with the 2020 Wave 1 Updates, you can now manage your Activities with ease. Simply by going into Activities, you can directly choose how you want to filter what Activities should be seen instead of going into several branches of Views and then making the selection.

Now, you can filter by the Due Date of the Activity, by default is set to All so that All Activities show

And you can also select what type of Activities you want to see by selecting from Activity Type

These very simple yet powerful features are sure to make your work around Activities area a lot better. Hope this helps!

D365 Demystified

A closer look at Microsoft Dynamics 365.

Dynamics 365

Access Customer Insights in your Office 365 tenant

Direct Link

Alternatively

From Admin Portal

Upload documents more than 50MB to SharePoint in Dynamics 365 | Quick Tip

Quick Tip

Enable SharePoint Online integration Dynamics 365 | Power Platform Admin Center

Pre-requisites

Before enabling SharePoint Integration

Power Platform Admin Center

Enable Entities for SharePoint Integration

SharePoint Site Structure in Dynamics 365

Call Flow from Webhooks in Dynamics 365 CRM | Power Automate

Pre-Requisites

Initiate a Flow

Register Webhook in Dynamics 365 CRM

Pinning Records in Dynamics 365 CRM in Unified Interface [Quick Tip]

Pinning Records

Use Hierarchy in Roll Up Fields in Dynamics 365 CRM

Scenario

Use Hierarchy in Roll Up fields

Use Hierarchy: YES

Use Hierarchy: NO

Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM

Scenario

Create a new View – Edit Filter Criteria

Result

Caveat – Clubbing into 1 view (Owner + Owning Team’s Member) is not possible

Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.

Solution Health Hub

Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE

Approve Email

Disable Approve Email for Mailboxes & Queues

Easier template selection & Manage Activities with ease in Dynamics 365 | 2020 Wave 1 Feature

Easier Template Selection

Old Template Selection

Manage Activities with Ease

Direct Link

Alternatively

From Admin Portal

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Quick Tip

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Pre-requisites

Before enabling SharePoint Integration

Power Platform Admin Center

Enable Entities for SharePoint Integration

SharePoint Site Structure in Dynamics 365

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Pre-Requisites

Initiate a Flow

Register Webhook in Dynamics 365 CRM

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Pinning Records

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Scenario

Use Hierarchy in Roll Up fields

Use Hierarchy: YES

Use Hierarchy: NO

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Scenario

Create a new View – Edit Filter Criteria

Result

Caveat – Clubbing into 1 view (Owner + Owning Team’s Member) is not possible

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Solution Health Hub

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Approve Email

Disable Approve Email for Mailboxes & Queues

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Easier Template Selection

Old Template Selection

Manage Activities with Ease

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