Dynamics 365 for Financials Opening Tips – Invoices
Software + Imagination
When you sign up for Dynamics 365 for Financials, you are greeted with a number of tips.
To apply updates to your online instances of Dynamics CRM, go to http://portal.office.com. Then, select Admin from the options: Select Dynamics 365: Then select Updates:
To redirect a Dynamics CRM page to an entity page, you can use: Xrm.Utility.openEntityForm(name,id,parameters,windowOptions) For example, this would redirect the user to the lead page if you included this in JavaScript in CRM: Xrm.Utility.openEntityForm( “lead” ); If we add the ID parameter, it will open the actual record, e.g. Xrm.Utility.openEntityForm( “account”, “{AFF47933-3FD8-E611-80F0-C4346BAC8930}” );
Below are the Unified Service Desk versions: Version Release Date Notes 4.0 August 20, 2018 Unified Interface apps support with Web Client to UI Migration Assistant, stop accidental closure feature, new UI KM control, and preview features – USD admin app, stack notifications, SwitchSession actions 3.3 April 24, 2018 Unified Interface, Best Practice Analyzer 3.2 March 14. 2018 Performance diagnostics, faster load times 3.1.0 Nov 8, 2017 TLS 1.2, inactivity … Continue reading USD Versions
Here we will go through installing Dynamics CRM 2016 On Premise. First, run the installation media. Select Install Dynamics CRM Server: Check one of the options: Click Next: Enter a product key: Click Accept: Click Install: Click Yes: Click Next: Click Next: Click Next: If you don’t see the servername, type it: Click Browse. Note – ensure you are part of the Administrators group in the local machine: Select the … Continue reading Installing Dynamics CRM 2016 On Premise
To set the background color in a grid, select the grid and use Background:
Dynamics 365 Performance Center is a tool available to troubleshoot performance. To use it, go to your Dynamics 365 instance in Internet Explorer. Then press CTRL-SHIFT-Q. The window below will open. Press Enable: Now, in another tab, select a record, e.g. an Account record. Press CTRL-SHIFT-Q again. You will see details on the load speed of the form: Go to the Global Objects Count tab and Enable: Reload the page and press … Continue reading Dynamics 365 Performance Center
We will go through an example of how to create a new tabular model in SQL Server Analysis Services 2016 (SSAS). Open SQL Server Data Tools (SSDT) and create a new Analysis Services Tabular project: A new project will be created: Model.bim contains the following properties: Add data source connection: Connect to SQL data warehouse: To add tables to the model, click Model->Existing Connections: Open: Mark the date table as … Continue reading Create Tabular Model in SSAS 2016
Azure Key Vault allows you to encrypt keys used for authentication, storage accounts etc, in the cloud. They keys are protected by hardware security modules, or HSMs. In portal.azure.com, you can manage Key Vaults by searching for it in the menu: Select Key Vault and Create: Create Key Vault will be created: