Category: Dynamics 365 Customer Engagement (CRM)

Dynamics 365 and Power Apps entities come with auditing features. To enable auditing, first go to System Settings and select the Auditing tab, or go to https://admin.powerplatform.microsoft.com/ and Settings->Audit and Logs: Click to Start Auditing. This enables the other checkboxes, of which the top area is: Audit User Access Start Read Auditing We can see the area Enable Auditing for the following areas is available to select or not. This includes: … Continue reading Auditing in Dynamics 365 and Power Apps

When integrating with an external system, the system probably contains a key for records that are being imported. For example, if you are integrating Customers from an ERP system, there is a customer number that defines the uniqueness of the record. In Dynamics 365, the uniqueness of the record is defined by a GUID. In order to make integrating both systems easier, Dynamics 365 entities have a concept of Keys. … Continue reading Alternate Keys in Dynamics 365

Access team templates are a way to share records with other users easily who do not have permissions to access records based on their security roles. To create an access team template, go to Customizations and select an Entity. Select Access Teams. Save and Publish: Then, under Settings->Security, select Access Team Templates: Select the Entity, which will list only entities with Access Teams functionality. Select the permissions, in this case … Continue reading Access Team Templates in Dynamics 365

In Dynamics 365, different field types allow for various types of controls that are displayed to the user for input. Here we will take a look at some examples of controls. Once a field is placed on a form, you can go to the Controls tab to view the available options of controls. For example, on the Account form, we have different fields. If we open the website field and … Continue reading Controls in Dynamics 365

Actions in Dynamics 365 are a capability to create business logic that can be called in different ways such as through code or a workflow. They are not run on demand or automatically, but rather they are triggered by processes or code. If you wanted to run an action on demand you could call it from an on demand workflow. Actions take input, do something and may produce output. Let’s go … Continue reading Dynamics 365 Actions

Dynamics 365 comes with tight Outlook integration. Here we will walk through configuring Outlook and Dynamics 365. After installing the Dynamics 365 addin, you will see a CRM tab in Outlook: To configure, go to File->CRM: You will see this screen: Open Set Personal Options: Click on the Synchronization tab. Note the automatic synchronization minutes (minimum is 15 minutes): Selecting Filters will open the Synchronization Settings. You can also get … Continue reading Dynamics 365 and Outlook

Dynamics 365 supports folder level tracking of exchange folders using server-side sync. We will go through how this works. In Outlook, create a new folder or view existing folders: In Email Configuration Settings, select the checkbox: Then select Settings->Options->Email->Configure Folder Tracking Rules: You may see the message: You will see the window. Select your folder for tracking and the regarding record in Dynamics 365: Emails in the folder will now … Continue reading Exchange Folder Level Tracking in Dynamics 365

In Dynamics 365, users have the ability to attach files through notes. For example, on the Account form, clicking on Notes the user can select a file to attach to the record: Let’s say you want to restrict users from uploading certain file types, for example, ZIP files. You can configure this through System Settings. Under the General tab, go to Set blocked file extensions for attachments. Here you can … Continue reading Restricting Attachment Types in Dynamics 365

Dynamics 365 has the ability to store many different types of records. However, the system is designed to make the most of the Account entity, and have this entity be used to store various different relationships. For example, Dynamics 365 doesn’t have a “Vendor” entity. Instead, vendors would be stored against the Account entity and then utilized as needed. To set this up, go to Accounts and create a new … Continue reading Dynamics 365 Relationship Types