Category: Dynamics 365 Customer Engagement (CRM)

How to Find Dependencies when Deleting Resources in Dynamics 365 Power Apps

In this post, we will look at how to find dependencies in Dynamics 365 Power Apps solutions. First, let’s create a new solution, and add the Contact entity to the solution. We will then add 2 new fields, New Field 1 and New Field 2: And we will add these fields to the Contact form: Now, let’s say a user wants to delete the field New Field 1. They can … Continue reading How to Find Dependencies when Deleting Resources in Dynamics 365 Power Apps

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:  

Using Local and Global Option Sets in Dynamics 365 Forms

In Dynamics 365, there are 2 types of option set fields, global and local. Global option sets are stored at a “global” level and can be used in any entity. This is different from local option sets, which are available only to the entity they are created in. Having an option set at a form level is beneficial if, say, you have unique attributes for the field and therefore having … Continue reading Using Local and Global Option Sets in Dynamics 365 Forms

Creating, Deleting and Updating Records in the Data Export Service for Dynamics 365

The Data Export Service for Common Data Service apps such as Dynamics 365 is used to copy data from the cloud-based Dynamics 365 data store to an Azure SQL Server database. Let’s look at some synchronization examples. First, let’s connect to our Azure SQL database and search our accounts for an account where the name is TEST. We can see it does not exist: Now, in the Dynamics 365 org, … Continue reading Creating, Deleting and Updating Records in the Data Export Service for Dynamics 365

Power BI Dynamics 365 The Given Url Neither Points to an OData Service or a Feed

In Power BI, when you connect to the Dynamics 365 (Online) connector, you may see the error “The Given Url Neither Points to an OData Service or a Feed”. To receive this error, in Power BI, connect to Dynamics 365: Enter your Org Url: And see the error: The problem here, is you entered the Org Url not the Web API Url. Enter the following, e.g. https://yourorg.api.crm.dynamics.com/api/data/v9.1/: You can now … Continue reading Power BI Dynamics 365 The Given Url Neither Points to an OData Service or a Feed

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

Converting a Task to a Case or Opportunity

In this post we will look at converting a task in Dynamics 365 to a case or opportunity. First, we will create a new task: Let’s convert this to an Opportunity: Note the options such including selecting a customer. Click Convert: The task is now an opportunity: Let’s create another task: This time we will convert to Case: Note the options. Click Convert: The new case will open:  

Dynamics 365 – Introduction to Customer Service Hub

Customer Service Hub for Dynamics 365 is a Dynamics 365 version 9.0+ upgrade of the Interactive Service Hub. The new Customer Service Hub is built on the Unified Interface for Dynamics 365 that is designed to provide a consistent experience across devices such as browsers, tablets and phones. To select the CSH, in your organization click on Dynamics 365 and then All Apps: Then select Customer Service Hub: Alternatively, from https://home.dynamics.com … Continue reading Dynamics 365 – Introduction to Customer Service Hub