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Dynamics 365 has the ability to schedule data for deletion. To do this, go to Settings->Data Management: Select Bulk Record Deletion: Click New and the Bulk Deletion Wizard will appear: Select the entity whose records you want to delete. Enter any additional criteria: If you do not enter any additional criteria you will get this message: Click Next: Note you can schedule when to repeat the job: Click Next and Submit … Continue reading Dynamics 365 Bulk Delete Jobs
To upgrade Unified Service Desk, go through the following steps. First, download the latest Unified Service Desk from the Microsoft link: https://www.microsoft.com/en-us/download/details.aspx?id=50355 Check the files and download: Open the executable (non-Package Deployer). Click Next: Keep the options checked and click Install: You will then get this message: Clicking Settings->About and also the login window will show the new version: In Dynamics 365, we see the following solutions and versions for USD: … Continue reading Upgrading Unified Service Desk
To install a Dynamics 365 Content Pack for Power BI, go through the following steps. First, log into powerbi.com. Then, select the Get Data at the bottom of the screen: This will open the page below: Select under Services Get. Search for Dynamics: Select the Microsoft Dynamics 365 Online Sales Manager. Click Get It Now: Enter your Dynamics 365 URL and Fiscal Year End Month Number. Note the trailing / … Continue reading Install Power BI Dynamics 365 for Sales Content Pack
Here we will look at how using Excel spreadsheets as datasources works with Power BI. Let’s start with a spreadsheet we have stored locally on our server. The file is called ExcelTransactions.xlsx and is stored locally. It contains rows of data (that have been typed into the spreadsheet and are not external data sources): In PowerBI.com, select Get Data->Files->Get: Select Local File: Select our ExcelTransactions.xlsx file. We will now see this page: Select … Continue reading Power BI Service and Importing and Uploading Excel Spreadsheets
Let’s say you create a report and dashboard, and you want to share that with other users in your organization. You may or may not want users to edit the report or dashboard. Let’s look at the different ways this is achieved. Here I have a simple report that displays accounts by state. I have published this under an admin user: To share with users, I can click on the dashboard … Continue reading Power BI Groups, Sharing and Editing Reports
Let’s look at what happens when you create a report in Power BI Desktop and you then update the report, after a content pack has been created. First, we will create a Power BI report called RLS Sample. Upload the report to PowerBI.com as the owner called Admin. We will now create a content pack from this report, and share it with a user, Allie: The user now makes a … Continue reading Power BI Updating Reports and Content Packs
When you create a new entity in Dynamics 365, there are some restrictions as to what you can disable if they were first enabled. Here we will take a look at these options. When you first create a new entity, you will see the following available and pre-checked: You can see at the bottom of the screen, it says “After you enable this option it cannot be disabled”. This includes: … Continue reading Dynamics 365 Entities – Enabling and Disabling Features
There may be a scenario when you want to open a CRM record from USD in CRM. For example, you select a record in USD and the record is displayed in USD, but you would not like to view the record in a web browser as a Dynamics CRM record. Let’s go through how to do this. We will create a new toolbar button that will allow the user to open the … Continue reading Open CRM Record in USD as Popup in Webpage
Microsoft AppSource has a Dynamics 365 app for Organization Insights, that allows you to get insights into how your organization is using Dynamics 365. To install it, click “Get It Now” and enter your email address: Click Continue below: Click Agree: You will see something like below in the Dynamics 365 Administration Center: And then once installed: In Dynamics 365, you will see a new solution installed: Version 1.1.0.0 or later … Continue reading Dynamics 365 Organization Insights
Let’s say you search for a record, and you want to display that record in a session. Here’s how to do it. Firstly, the search is an entity itself that is a CRM page. When you click on a Search record, a routing rule (Windows Navigation Rule) takes place. The routing rule is called Search Default and runs on the Search entity. There is no “to” entity so it is the default … Continue reading USD – Open an Entity from Search