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Dynamics 365 has a knowledge base feature that can be used with 365 entities. For example, if you are looking at a case to resolve, you can click on the knowledge base to find articles related to the topic of the case. Here we will go through using the knowledge base functionality. Let’s say we have case regarding 3D printers: You can see there is a tab for KB records. … Continue reading Dynamics 365 Knowledge Base Management
Dynamics 365 security consists of several layers. These include: Business Units Security Roles Sharing Teams Hierarchical security offers an additional security layer. There are 2 types of hierarchical security: Manager hierarchy. In this case, the manager must be in the same business unit or parent business unit of a report to see the report’s data. You may want to use this if you restrict data access between business units. Positional … Continue reading Dynamics 365 Hierarchical Security
The following are data types available in Dynamics 365. Single Line of Text Defaults to 100 length. Max length is 4000. Format IME Mode (relevant for Chinese, Japanese and Korean users): Option Set Two Options Image Whole Number -2,147,483,648 and 2,147,483,647 Format Floating Point Number Up to 5 decimal points, between -100,000,000,000 and -100,000,000,000 Decimal Up to 10 decimal points, between -100,000,000,000 and -100,000,000,000 Currency Between -922,337,203,685,477 and 922,337,203,685,477 Precision … Continue reading Dynamics 365 Entity Data Types
In Dynamics 365 there are 3 types of views – system, personal and public. Here we will go through each of these. System views are automatically created when you create a new custom entity, and exist on system entities. Let’s create a new system view for the Accounts entity: From the top right, select the elipse and New System View: Give it a name. We will call it Account System … Continue reading Dynamics 365 Views
To install the Power BI Voice of the Customer Analytics for Dynamics 365 App, under Services select Get: Search for Dynamics and select Voice of the Customer Analytics for Dynamics 365: Enter your Dynamics 365 organization URL: The app will be installed. Select the app: You will see the dashboard: Select a tile to see each report:
Select Get Data from the bottom left, then under Services select Get: Under Dynamics, select Customer Service Analytics for Dynamics 365 and click Get it now: Enter your Dynamics 365 Organization URL: Under your Apps, you will see the new app installed: You will see the dashboard: Select a tile to open the report. This app has the following reports:
To install the Process Analyzer content pack, select Get Data and under Services select Get: Search for Process Analyzer: Enter the URL for your instance: This will install the process content pack: You can then use this in Dynamics 365 as a dashboard or tiles.
You may want to restrict users from uploading attachments of certain sizes, or block users from uploading any attachments in Dynamics 365. Here we will go through how to configure this. Under System Settings, go to the Email tab. Here you will see Set file size limit for attachments, Maximum file size (in kilobytes): Set this to 0 and click OK: Now when a user tries to upload an attachment, … Continue reading Restrict Attachment Size and Prevent Attachments in Dynamics 365
Dapper is a lightweight ORM. Here we will go through an example of connecting Dapper to SQL Server in a C# application. First, we will create a new Windows Console App: Go to Tools, NuGet Package Manager: Search for Dapper and select Install: You will see the following output: Next, create a class for the database object you will be connecting to. In our case, we will connect to the … Continue reading Dapper ORM C# Application
Microsoft’s Entity Framework is an Object Relational Mapping (ORM) framework for ADO.NET. Let’s go through an example of how to use Entity Framework. First, we will create a new Console application project: Go to Manage NuGet Packages for Solution: And select EntityFramework: Select the project and Install: Click OK and Accept: You will see the following messages: Once complete, you will see these new references in your project: We can … Continue reading Introduction to Entity Framework