Dynamics 365 – Impersonate a User in Plugin

In Dynamics 365, when testing plugins, you can change which user the plugin runs under. Do to this, open the step in the Plugin Registration Tool. We have a plugin that runs on create of an account, that creates a new Task. We will select this to run under the context of a user, Alan Steiner by setting Run in User’s Context: Our user Alan Steiner does not have privileges … Continue reading Dynamics 365 – Impersonate a User in Plugin

Unified Client Interface (UCI) in Dynamics 365

The Unified Client Interface (UCI) or Unified Interface is a new user interface in Dynamics 365. The idea is that it is one “unified” interface that is able to run everywhere, i.e. web, mobile etc with a rich and responsive design. Enhancements provided by the UCI over previous user interfaces include: Less white space Cleaner more uniform look Enable users to see more data without scrolling Right to Left languages … Continue reading Unified Client Interface (UCI) in Dynamics 365

Error Logging Into Dynamics 365 for Phones App

When using the Dynamics 365 for Phones app, you may encounter the error “Additional privileges required. Your user role is missing additional security required to access the mobile app. Please contact your administrator to include the missing privileges for your role. 80040220 Correlation ID : 9ec4ab21-781d-40c6-a176-dc267eedb01c”: You may also receive the message Principal user is missing prvUseTabletApp privilege: There are a couple of things to check here. First, make sure … Continue reading Error Logging Into Dynamics 365 for Phones App

Plugin Registration Tool Logging In Issues

When logging into the Plugin Registration Tool in Dynamics 365, you may encounter errors. Below are some errors with logging in. Firstly, you may get the message: Error : You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified. If you’re not sure which region your organization resides in, choose “Don’t know” for the CRM region and try again. Otherwise … Continue reading Plugin Registration Tool Logging In Issues

Enabling Flow on Dynamics 365 Forms and Site Map

To enable Flow in Dynamics 365, go to Settings->Administration and System Settings: Select Show Microsoft Flow on forms and in the site map: Click to Enable: You will then see Flows. Click to Create a flow: This will take you to below. Click Continue: You may see “When a record is select (deprecated)”: Click Delete: Add a new Trigger, searching for Dynamics 365: Select your D365 Org: Click to add … Continue reading Enabling Flow on Dynamics 365 Forms and Site Map

Process Center and Processes Disappear from Site Map in D365

In D365, processes such as Actions, Business Process Flows, Dialogs and Workflows can be created and managed through Settings->Process Center in the Dynamics 365 site map: This option has been known to disappear for some organizations. If Process Center is missing, perform the following steps to re-enable the option in the site map. First, go to Settings->Customizations and customize the system. Open Client Extensions->Site Map: This will open the Site … Continue reading Process Center and Processes Disappear from Site Map in D365

Dynamics 365 – Customizing the Site Map with Sitemap Designer

In Dynamics 365, you have the ability to customize the site map, which controls how the menu is displayed in Dynamics 365: To do this, go to Settings->Customizations: And select Customize the system: Select Client Extensions->Site Map: This will take you to the Sitemap Designer in PowerApps: There are 3 parts to a sitemap: Area – e.g. Sales, Marketing, Settings etc Group – e.g. My Work, Customers, Tools etc Subarea … Continue reading Dynamics 365 – Customizing the Site Map with Sitemap Designer

Checking Dynamics 365 Service Status

To check the status of the Dynamics 365 service, as well as other Microsoft services, first log in to:¬†https://portal.office.com/ Expand Health, and select Service Health: On the right, you will see different services and any incidents or advisories. For example, below there is an advisory showing a Dynamics 365 service degradation with Yammer integration: You will also see if service is “healthy”: And any incidents:  

Configuring Entitlements and SLAs in D365 Customer Service

Dynamics 365 contains customer service entitlement and service level agreement functionality. To configure this, go through the following steps. First, open the Customer Service App in Dynamics 365: You will see: Select Settings, then under Business select Service Management: You will see below. Select SLA for Service Level Agreements: Select New: Note the options: We will select: You will see below. Note the options for the SLA type: Standard. Note … Continue reading Configuring Entitlements and SLAs in D365 Customer Service