Understanding Microsoft Dynamics PSA Data

November 1, 2018

1: Welcome and Organizational Units

2: Bookable Resource Category (Roles)

3: Characteristics (Skills)

4: Unit Groups & Unit of Measure (Unit)

5: Price List

6: Associate Cost Price Lists with Organizational Units

7: Transaction Categories & Expense Categories

8: Transaction Category Prices

9: Invoice Frequency

10: Currency & Exchange Rates

11: Role Prices

12: Bookable Resources

13: Bookable Resource Category Association

14: Role Competency Requirements

15: Rating Models and Rating Values

16: Bookable Resource Characteristic

17: Other Valuable setup

Original source: ebecs

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Actuals on Time and Material or Fixed Price based Project Contracts

October 17, 2018

Actuals on Time and Material based Project Contracts

Actuals on Fixed Price based Project Contracts

Author:

Original Source link

Basic settings for Dynamics 365 Project Service Automation

October 14, 2018

Part 1: Currencies and Exchange Rates, Unit Groups, Organizational Units

Part 2: Transaction Categories, Expense Categories, Fiscal Year Settings, Product Catalogue Items

Part 3: Resource Roles, Resource Skills, Proficiency Models, Resources

Part 4: Price Lists

Part 5: Manager, Business Closures

Part 6: Work Hours, Work Hours Template, Project Template, Invoice Frequencies, Additional Parameters

Author:

Original source link

Microsoft Announces Dynamics 365 v9 On-Premise Release

September 14, 2018

Microsoft has confirmed it will release a new on-premise version of Dynamics 365 for customer engagement apps. The new v9.0.2 server edition will be available as part of the October release cycle.

With the most recent on-premise v8.2 appearing back in 2016 much has changed across Dynamics CE apps. In a blog post Microsoft has highlighted a series of features, and one app, that will be new in the upcoming on-premise release (all of which are already available in the cloud online edition)

These include:

  • Unified Interface for Sales and Service apps
  • Refreshed classic web user interface
  • Creating mobile task flows
  • Field Service app
  • Powerapps model driven app designer
  • Relationship assistant embedded intelligence

The addition of the new Unified Interface is no surprise as this will ultimately replace the legacy web client and Microsoft has begun introducing new Dynamics 365 functions that will only be available within the new interface.For this upgrade, CRM admins will be able to choose between enabling the new UX, or an updated version of the classic UI that was introduced for Online customers in 2017.

The new on-premise version will also include various fixes and improvements currently available to Online customers but what on-prem users don’t get is feature parity with Dynamics 365 Customer Engagement Online. That’s because Microsoft recent product development is built on its other cloud services and these innovations are exclusively available within D365CE Online.

Further detail between the respective feature capabilities of the on-prem and cloud editions will become clearer when Microsoft updates its comparison FAQ page.

Levelup for Microsoft Dynamics CRM

August 22, 2018

Chrome Extension for Dynamics CRM/365 power users
Download: https://github.com/rajyraman/Levelup-for-Dynamics-CRM

Firefox extension for Dynamics CRM/365 power users
Download: https://github.com/rajyraman/Level-up-for-Dynamics-CRM-365-Firefox

Edge extension for Dynamics CRM/365 power users
Download: https://github.com/rajyraman/Level-up-for-Dynamics-CRM-365-Edge-Browser

Microsoft Dynamics CRM Quick Edit

August 12, 2018

Purpose

This is a tool that eases development tasks in CRM. It supports changing of existing translations and adding of new translations for all kind of CRM parts. In addition to that, you can change properties such as field security status on fields in bulk.

There is an automated translation feature for missing labels, that tries to get a translation using the free Glosbe translation API.

This is a beta, use at your own risk and export a backup solution before testing.

How to use

After installing the solution (download latest version here), there will be some dashboards and their requirements added to your organization.

Precautions

When using bulk edit features such as Auto Translate or Find and Replace, be sure to expand all rows. Not expanded rows will not be processed during those features. This is also valid for saving, so be sure that all your changes are visible when saving. This is a bug in w2ui and will eventually be fixed.

Dashboards

Translation Management Dashboard

There will be a column in the translation grid for every language installed in the organization. Once the list of entities is loaded, select the one you want to translate, as well as which part. For entities and attributes you can even select, whether you want to translate the display names, or the descriptions. This does not have an effect on any of the other types right now. Just add/change the translations using inline-editing in the grid. For missing translations, you can click the Auto Translate button, which will try to find fitting translations and enter them for you. You’ll first have to select the source LCID, which is the column name of the column that contains the labels that should be translated and the destination LCID, which is the column name of the column that should be translated automatically.

After you did your changes, the save button will be enabled. By clicking it, the labels will be saved to CRM and the entity will be published.

Attributes

attributetranslation

OptionSet Values

optiontranslator

Views

viewtranslator

System Forms

formhandler

Note regarding form translations: Unfortunately the CRM only returns the current user’s language labels when retrieving a system form. Other language labels, even if present, are not returned. Therefore the dashboard changes the user language to each installed language and retrieves the form, for being able to display all labels. After having retrieved all of the forms, your user language is restored to your initial value again. So please note that you should not abort loading of a form, as you might end up with a different language id (which you can of course just switch back in your options). In addition to that, sometimes publishing of CRM forms does not finish, if the UI language does not match the base language. Be sure to upgrade to at least v2.6.1 of this project, because since this version, the UI language is set to the base language before saving and publishing the changes. Your initial language is restored afterwards. If you still experience issues with the latest version, please file an issue on GitHub. When publishing should get stuck, publish changes on another entity and try again afterwards.

System Form Names

formmetahandler

Entity Display (Collection) Names

entityhandler

Functions

Find and Replace

When clicking Find and Replace, you can enter your search text as either regex (JS style) or plain text. There is an option for ignoring the case when searching for matches. When using it with regular expressions, JS regular expressions are used. This gives you also the possibility for using capture groups and reordering in your replace expression. For example when using find text: (Account) (.*) and replace text: $2 $1 you can reorder the text, so that Account Number becomes Number Account.

findandreplacestart

After the find and replace has processed all records, you will be presented with a selection dialog. Select all replacements that you want to apply and they will be changed in the grid.

applyfindandreplace

Property Editor Dashboard

propertyeditor

This is a dashboard for changing properties on CRM parts. Currently there is support for CRM fields only. You can change the following properties in bulk:

  • Required Level
  • Is Audit Enabled
  • Is Valid for Advanced Find
  • Is Secured

Afterwards hit “Save” and the updates will be sent and published. When changing the field security state on fields, you might receive the following error:

The user does not have full permissions to unsecure the attribute...

There seems to be a background workflow in CRM that works on change of these properties, if you receive above error, wait a few minutes and try again. Setting required level of a field to SystemRequired as well as trying to change a field’s level from SystemRequired will not send any updates for this, since this is not allowed.

System requirements

CRM Version

This solution is available for CRM 2016 >= 8.0, since it requires the Web API for operating.

User permissions

This tool uses a wide range of metadata operations, your user should best be system administrator.

Tools used

I used jQuery and w2ui for working with the grid. Requests to the CRM are sent using my Web API Client. Automated translations are gathered using the awesome Glosbe translation API.

License

This tool is licensed under the MIT, enjoy!

October ’18 release overview

July 25, 2018

Backdrop image 1

Download the October ’18 Release Notes PDF

The Business Applications October ’18 release brings significant capabilities to enable you to transform your business. These new services and capabilities become available starting in October 2018.

  • Enhancements to Dynamics 365 applications include hundreds of new capabilities across Sales, Marketing, Customer Service, Portals, Omni-channel Engagement Hub, Field Service, Project Service, Social Engagement, Finance and Operations, Talent, Retail, and Business Central. We’re introducing a new set of mixed reality experiences using Microsoft Layout and Microsoft Remote Assist.
  • New intelligence applications employ decades of AI work pioneered by Microsoft Research to make Dynamics 365 more intelligent. You can enhance sales performance and planning with the new Dynamics 365 AI for Sales application.
  • New Power platform capabilities combine Power BI, PowerApps, Microsoft Flow, the Common Data Service for Apps, and Power BI dataflows into an unmatched palette of tools to extend, customize, and integrate Dynamics 365 and Office 365 into your environment. These experiences are powered by insights and intelligence from data across hundreds of business systems with built-in connectivity to the platform, tightly integrating into the business applications people use daily.
  • Deeper integrations with other Microsoft products offer seamless experiences with Dynamics 365 and Microsoft Outlook, Teams, SharePoint, Stream, Azure, and LinkedIn. We’ve enhanced Dynamics 365 with data and signal from Office 365 and Bing.
  • Performance, usability, and supportability enhancements improve the applications and underlying platform, and provide a better experience for you to run your businesses.

We’ve done this work to help you—our partners, customers, and users—drive the digital transformation of your business on your terms.

We’re looking forward to engaging with you as you put these new services and capabilities to work, and we’re eager to hear your feedback as you dig into the October ’18 release.

CRM Power BI Viewer add the Power of BI to Dynamics 365

June 15, 2018

Power BI is the best tool for visualising your business data. As a customer of Dynamics 365 Customer Engagement you obviously want to take advantage of Power BI inside your dashboards and forms.

Today Dynamics 365 CE support showing Power BI reports and dashboards in your personal dashboards. But the functionality is limited.

The goal of crm-powerbi-viewer is to deliver as much of the Power BI functionality inside Dynamics 365 as possible.

Below is a list of enhancements provided by crm-powerbi-viewer that for the time being is not available by using the built-in PowerBI integration in Dynamics 365.

Enhancements:

  • Solution aware. Embed Power BI to any dashboard (not only personal)
  • Embed Power BI to both dashboards and forms
  • Works with Dynamics 365 on-premises
  • Supports opening reports on a specific page
  • Support for custom filters and interactions. Enabling:
    • Open related Dynamics 365 records when clicking on data in a report (or visual)
    • Filter reports on Dynamics 365 data (e.g. filter on account id when showing reports on an account form)
  • Hide report navigation and filter panes
  • Mix and match multiple Power BI elements with Dynamics 365 elements on a single dashboard/form
  • Embed Power BI:
    • Dashboards
    • Single tile from a dashboard
    • Reports
    • Single visual from a report (coming with v1.1)

Download | Source

Manage Dynamics 365 Portal Instance

June 8, 2018

Suppose we have Community Portal configured in our Dynamics 365 Instance.

Now we would like to have Custom Portal instead of Community Portal associated to our instance.

To configure this, we need go to Admin Centre à Select Portal and Click on Manage

Then select Manage Dynamic 365 CRM Instance and then Update Dynamics 365 Instance

From there we can select the Portal Audience and corresponding Portal to be deployed.

This will install the corresponding portal solution to our CRM Instance.

Now our portal URL will show up the Custom Portal instead of Community Portal.

To switch back to community portal, we can select Portal Details and Update Portal Binding to point it to website we want it to bind to.

Suppose we have Employee self-service portal deployed to our instance and we would like to update binding to it.

Below we select Employee self-service as the web site record and click on Update.

Once update is done, opening the Base Portal URL will open up Employee self-service portal instead of Custom Portal now.

Source: Nishant Rana’s Weblog

Enable Multiple Languages on Microsoft Dynamics 365 Portal

June 7, 2018

Introduction:

Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience.

Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others.

Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for the portal.

Steps to enable multiple languages on Microsoft Dynamics 365 Portal:

1. You first need to ensure the language has been enabled for your CRM application. To enable a language, go to the Setting>Administration>Languages, select the language and click on ‘Apply’ as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

2. Next, we will enable the languages for the Portal. Navigate to Portals>Website>Websites. Under the General tab, in the ‘Supported Languages’ section, click the ‘+’ button as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

3. Fill the fields as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Portal Language: Select the language that you want to include support for.

 Note: Currently 43 languages are supported out of the box. To know more about languages supported in Dynamics 365, go to Portals>Content>Portal Languages.

 Make sure the Publishing state is “Published”

4. You can see the list of ‘Supported Language’ for the Website as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

5. With the language support added, you will notice that it has automatically created Web Link Sets for the navigation records for each of the enabled languages.

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Open each of the Link Sets and update the text as required for the specified language.

Enable Multiple Languages on Microsoft Dynamics 365 Portal

6. Next is to update the content of the pages for this navigate to Portals>Web Pages. Here for each web page, there will be a Parent Page. Create localization for each language activated for the portal (Currently we have enabled the English and French language for the portal).

To add a new localization on the page for activated language, open the page and scroll down to ‘Localized Content’. Click on the ‘+’ button on the right side as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

You need to modify the content for the specified language manually as shown below.

Enable Multiple Languages on Microsoft Dynamics 365 Portal7. With these changes, your portal is now multi-language compatible. Navigating to the website will automatically display a drop-down for language selection as shown below

Enable Multiple Languages on Microsoft Dynamics 365 Portal8. When the user selects ‘French’, then the content will be displayed in the French language as provided in the Web Links and Web Pages;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Conclusion:

You now have an easily configurable multi-language supportive Portal that is managed completely from within Dynamics CRM without requiring to write any line of code.

To learn more about the roadmap for Dynamics 365 Portals click here

Source: Microsoft Dynamics 365(CRM) Tips and Tricks