Restrict User Access to a D365 instance using Security Groups

Use Case

You have multiple instances and you don’t want every member with a D365 license to be able to access each of those environments. How do you tackle this? Answer is using Security Groups on the Environments and Users.

Creating Security Group

In Office 365, create a Security Group and add members to it who should have access to the desired environment.

  1. Navigate to Groups in Office 365 and create a New Group. Give it a suitable name.
    creategroup
    groupname
  2. Add members to the Group who should have access. Click on Edit as shown below to Add members to the group and select the members and save it.
    editmembers
    addmembers
    membersadded
  3. Your Security Group is ready.
    securitygroupready

Apply Security Group to the D365 instance

  1. Navigate to Dynamics 365 Admin Center and select Edit on the instance you want to apply the Security Group on.
    editinstance
  2. Select the Security Group field and select the Security Group you created.
    selectsecuritygroup
  3. Click Next.
    clicknext
  4. Save once confirmed that you have selected the correct Security Group.
    saveinstance
    That’s it.

Who all can access the environment

All those are a part of the Security Group applied to the instance will have access to the environment including the Global Administrator
enabledusers

Rest of the users will be in the Disabled Users list
disabledusers

And if they try to access the environment, they will not be able to and will see this –
accessdenied

Hope that was easy! 🙂

Enable Gamification for your D365 Organization

It’s relevant to not only engage customers but also to make users keep excited about Dynamics 365 and using it for as a purpose to compete.

This results in the success of D365 implementation among users.

To serve the purpose, D365 has an add-on called as Gamification wherein ‘game commissioners’ can setup games for D365 users to play and compete against each other. Let’s look at enabling this service for D365.

Pre-Requisites

  1. You’ll need to be on at least Dynamics 2016 CRM Update 1.
  2. D365 Customer Engagement License to anyone who will use this service.

Install Add-On

  1. If you are a Global Admin or D365 CE Administrator, In your D365 Admin Center, under the Org you want to enable Gamification, you can find the add-in and simply click Install.
    addIn
  2. You’ll need to Agree to the terms of service to proceed.
    agreeToS
  3. It takes about 15-20 mins for the setup of the solution and can happen in the background. Once successfully installed, a new Area in the SiteMap will appear called as Gamification.
    siteMap

Activation

Next step after enabling it.

  1. Click on Start Activation to begin the process.
    clickActivate
  2. It will ask the for the credentials of the User who will authenticate to Activate the Gamification. They must be a System Admin with a D365 CE license.
    signIn
  3. Provide consent by Agreeing to permissions asked.
    agreeConsent
  4. Once completed in the background, an Security Key will be generated. Simply copy it and paste it in the Box given below.
    securityKeyGenerated
  5. That’s it. Gamification is now enabled for the Organization.
    enabled

Security Roles

There are three aspects to Security Roles

  1. Commissioner is the one who will enable the Add-in i.e. a Global Administrator or D365 CE Service Administrator.
  2. Game Manager is an actual Security Role given to a person who should create and run the games for the users.
  3. Users are the ones who have a D365 CE license who will access Gamification service.

Hope this was helpful to set you up!

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!