Use Read-Only grid among Editable Grid enabled entities in D365

When you enable Editable Grid for an entity, all the public views become Editable Grids, correct?

And if you wonder if you can keep certain grids as Read-Only and the rest as Editable, your assumption is correct. Here’s what this blog is about.

You can still go back and select a particular grid which you want to keep as a classic Read-Only grid

  1. Let’s say you have added the Editable Grid under Controls. This will apply Editable Grids for all the Views on that entity.
    enabledEditable
  2. And you want Vendors view, for example, to show the classic Read-Only grid, open it up.
    vendorView
  3. Select Custom Controls.
    customControls
  4. And force-add another Read only grid even if it says the Default one is already selected.
    forceAddRead-Only
  5. Save and Publish you changed and check
    classicGrid
  6. And the rest of the grids will continue to be Editable Grids
    editableOthers

Note: I tried this on the Unified Interface and this works. Somehow, it didn’t work on the Classic Web UI.

 

Hope this helps!

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D365: Why do fields go missing from Advanced Find

At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system.

In this case, they might also not know what they can’t search for in the Advanced Find and are led into believing that all the fields are being shown.

And they could even wonder why it doesn’t appear in Advanced Find when they can see it on the Form/View.

However, there’s a configuration which can either hide/show the fields in the Advanced Find.

Making Fields Searchable

So this is the answer. If fields are not Searchable, they don’t appear in Advanced Find
featureOff

Advanced Find field list with the missing field
invisibleField

 

And, when the Searchable is set to Yes, they appear in the Advanced Find.

featureOn

Advanced Find showing the Searchable enabled field
visibleField

 

So that’s why. Hope this helps!

Opt-in for April 2019 Preview Updates

Finally, as scheduled on 1st Feb 2019, April 2019 Preview Updates can now be opted in for your organization.

Opting-in is available for Sandbox, Trail and Production environments.

Opt-In

  1. You can now go to https://admin.powerplatform.microsoft.com/ and look for the Organization on the left hand pane
    pPlatformEnv
  2. Select your Organization, look for Updates section on the bottom or right hand side
    manageOrgs
    Zoomed In
    zoomedManage

  3. Click on Activate now. Be careful, these changes can’t be undone.
    activateNow
  4. Enter your Org name and click Continue
    orgName
  5. And it will take some time to activate
    activating

 

And once you are set, you’ll see that the April 2019 update was applied –

aprilApplied

 

Happy D365’ing!

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!

D365 Quick Tip: Audit User Access in D365 v9 CE

One of the most common asks as an administration is to know when the user started accessing the system and from where.

In your Dynamics 365 Customer Engagement apps, you can enable Auditing for User Access.

Enable Auditing of User Access

You need to enable this feature once you enable Auditing on Organization level. Then, you can enable User Access Auditing as well

Navigate to Settings > Administration > System Settings and under Auditing tab

OR

Settings > Auditing > Global Audit Settings
systemSettings

Once the Auditing for User Access has started, the Audit Summary will record this –
userAuditStarted

And whenever a User logs into Dynamics 365 via the Web Application, Phone app or WebServices that provide authentication, the Auditing will be logged as shown below –

auditRecording

The Operation will be Access and the Event will be User Access via Web or User Access via Web Services.

If you want to enhance user login, you can quickly enable Multi-Factor Authentication for the users, read my blog on MFA here – Office 365 Admin: Quickly Enable Multi-factor authentication for users

Hope this quick tip helps. 🙂

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

Learning Path an intuitive feature as compared to Customized Help. Customized Help will take you to an entirely different section whereas Learning Path will guide you through the application when you use the system. This is a multi-part blog series which will walk-through the setup of Learning Path and use of Guided Task and Sidebar in Learning Path.

Also, I’ve you’ve already setup Learning Path on your org, you can read my post on using Sidebars in Learning Path – Use Learning Path Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

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

Learning Path is available on Customer Engagement and the organization must be on D365 December 2016 Update or later.

Let’s look at how you can enable this for your Organization

Opt-In for Learning Path

  1. First step is to go to Settings > Administration > System Settings. Under General Tab, find ‘Enable Learning Path’ and ‘Enable Learning Path Authoring’. Make sure ‘Use custom Help for customizable entities’ is set to No.
    optIn
  2. When you chose to enable Authoring, a confirmation will be asked for your consent according to Microsoft policies.
    confirmAuthoring

Learning Path Authoring Group

  1. When you’ve opted in for Learning Path Authoring, and in your navigation you go to Training > Content Library under Learning Path.
    lpSiteMap
  2. But you’ll be treated with this message below because you’ve not yet been added to the Group in Office 365.
    lpError

Add to Learning Path Authoring Group in O365

  1. In your Office 365 Admin Center, navigate to Groups as shown below
    authoringGroupInO365
  2. And you should add the Sys Admin user to the Learning Path Author groups as shown below –
    adminAddedToGroup

    Sync Roles in Content Library

    When you’ve enabled Learning Path successfully, you will need to check which Security Roles are enabled in Learning Path designer. The content is shown to users based on the precedence of their security roles.

    1. Navigate to Content Library, you’ll find Configuration button on top as shown below –
      configApp
    2. Under configuration, you’ll see Sync Role button which will sync security roles with Customer Engagement security roles. You can set your precedence of Security Roles before you Sync Roles.
      syncRoles
    3. Click Yes to confirm, it takes a few minutes while it’s happening in the back end.
      confirmSync
    4. Upon completion, you’ll see this message and you know you’re done.
      syncDone
    5. Once everything is setup, you’ll be ready to use Guided Task and Sidebar in Learning Path which I’l be covering in further blog posts in this series.
      lpReady

     

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

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

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!