Category: Dynamics 365 Customer Engagement (CRM)

In Dynamics 365, Learning Paths are ways to help users to use the system when opening a page, performing an action or selecting the help button. To enable, go to System Settings->Administration, General tab: Click OK: After doing this, you may be redirected to the main dashboard and/or see this error – “You are not in the security group, Learning Path Authors. You can’t author in Learning Path until you … Continue reading Dynamics 365 Learning Paths Functionality

To downgrade a Dynamics 365 version, first log into https://portal.office.com and go to the Dynamics 365 Admin Center: Select your environment and click Edit. Set the environment to Sandbox mode. Next, click on Reset: Select the target version to reset to: Click Reset: Click Yes to Reset: Go back to the Admin Center home page. You will see the instance is being set up and the state is “preparing instance”: … Continue reading Downgrading a Dynamics 365 Version

North52 Process Genies are useful for extending Dynamics 365 processes such as workflows, dialogs and actions. In Dynamics 365, select Settings->BPA Home: Select Process Genie: Let’s say we want to build a process that will update every account with the number of opportunities they have. The opportunity count will be stored in a new custom field on the account record. To do this, select Account and click Create: This opens … Continue reading Creating a North52 Process Genie

The North52 command console allows you to “manually execute any ad-hoc formulas against your CRM system. Ideal when you just want to update some data within your CRM system.” To run a North52 console command, go to the North52 console menu and select Use the Console Command: This will open the formula guide with the option to select the Command Console. Click Create: This will open: Let’s say we want … Continue reading North52 Console Command Create Record

To create a schedule, go to Settings->North52 Schedule: If you go through the Home menu, you will see the following options: We will schedule a workflow we have previously built that sends reminder emails if the due date of a task is met. Click on Workflow and then New. You will see the different frequencies that can be set: For the purpose of the demo, I will set the workflow … Continue reading Creating a North52 Workflow Schedule

To create a formula in North52, go to Settings->N52 Formula: The following window will open. Click New: This will open: We will create a new AutoNumber formula. Select AutoNumber from the formula type: We will add this to the Account entity and keep the editor as Classic. Click Create on the bottom right: This opens the window below. Note the events you can run this on: Let’s say we want … Continue reading Creating a North52 AutoNumber Formula

North52 creates 2 security roles: North52 Formula Manager – Administrator North52 Formula Manager – Standard The main security privileges aare to the N52 Custom Entities. Below is the Administrator role: And the Standard role: According to North52 documentation, “As a requirement all users of the system should have at least one of these roles assigned.” The Admin role is for users who want to create, update and delete formulas, and … Continue reading Configuring North52 Security

To install North52 Business Process Activities, first go to their  website: https://www.north52.com/ Select Business Process Activities and Download North52 BPA: Complete the form to request a download: You will receive an email. Click on the link to download the solution file. Go to Settings->Solutions->Import: Select the file to import: Click Next: Click Import: The solution will import: The solution will appper in the Solutions list. Click to open it: Click to … Continue reading Installing North52 Business Process Activities

The Ribbon Workbench tool (built by @ScottDurow) can be used within XrmToolBox. First, open XrmToolBox and install Ribbon Workbench: You will see: Opening the app displays the Ribbon Workbench: