CRM User Audit Export

January 5, 2019

A command-line tool to export user audit data from Microsoft Dynamics Online

Download

Build

Build with Microsoft Visual Studio 2017 or equivalent

Requirements

All requirements should be included as nuget packages in packages.config

  • CommandLineParser 2.3.0
  • Microsoft.CrmSdk.CoreAssemblies 9.0.2.4
  • Microsoft.CrmSdk.Deployment 9.0.2.4
  • Microsoft.CrmSdk.Workflow 9.0.2.4
  • Microsoft.CrmSdk.XrmTooling.CoreAssembly 9.0.2.7
  • Microsoft.IdentityModel.Clients.ActiveDirectory
  • Newtonsoft.Json 6.0.8

Usage

Arguments

Running CRMUserAudit.exe with no arguments will give you a list of all arguments and descriptions.

CRMUserAudit 1.0.0.0
Copyright c  2018
ERROR(S):
Required option 'url' is missing.
Required option 'username' is missing.
Required option 'password' is missing.

  --url               Required. URL of Dynamics 365 instance.

  --username          Required. Username with Audit access.

  --password          Required. Password for user with Audit 
access.

  --path              (Default: .\) Path to export results.

  --filename          (Default: CRMAuditExport.csv) Filename 
to export results.

  --days              (Default: 30) Number of days to export 
data for.

  --filteruser        Username to filter.  If not specified, 
will export all users except SYSTEM

  --excludeobjects    Logical names of objects to exclude 
from export.  Separated by commas.

  --help              Display this help screen.

  --version           Display version information.

Examples

–url, –username and –password are the minimum required arguments. Default values will export all user audit data for the last 30 days.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password

–path and –filename allow you to specify where the export file is saved.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --path "C:\Export\" --filename "Results.csv"

–days controls how many days of data will be exported, counting backwards from run time. A value of 7 will export data for the last 7 days.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --days 7

–filteruser filters the results by a single user, default is to export data for all users except SYSTEM. Operates on the display name of the user.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --filteruser "Grace Jackson"

–excludeobjects is a comma separated list of objects that you want to exclude from the export. Operates on the logical name of the object.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --excludeobjects 
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Advanced MultiSelect for Microsoft Dynamics 365

December 17, 2018

Advanced MultiSelect for Dynamics 365 / Dynamics CRM is a multi-select / multi-checkbox control on a form. It represents a set of related data items (based on N:N relations + FetchXml) and gives a user an ability to associate/disassociate records of related entities in a quick and convenient way.

Download

You most likely are interested in this solution if

  • you have Many-To-Many (N:N) relationships and would like to associate / disassociate related records in a quick, convenient and flexible way using a set of appropriate checkboxes on a form
  • you are using either Dynamics CRM 2016 Update 1 (8.1) or Dynamics 365 (8.2) version and you would like to have multi select / multicheckbox functionality on a form and don’t want to create a lot of dedicated checkbox attributes for each an option
  • you are using the new version of Dynamics 365 (9.0) (where a new multi-select functionality introduced out-of-box) and find this out-of-box feature does not suit your needs (for example, you have to make changes in metadata each time you need to add/remove list options (instead of giving some users an ability to easily maintain the lists), you cannot support ‘obsolete’ options, and so forth).

Key Features

MultSelect Control on Form

  • Works for any custom N:N relationships (including ‘self-referenced’ N:N relationships, e.g. account <=> account)
  • Works for out-of-box ‘Marketing List’ N:N relationships
  • Can be easily extended to work with any other out-of-box Many-to-Many relationships
  • It works smoothly for both “Update” and “Create” record mode (‘Form Type’)
  • The list of options can be customized flexibly using Fetch Xml or via an embedded wizard to build query “like in ‘Advanced Find’” (you can select specific related records to show (e.g. that meet certain criteria you need))
  • The list of options can be sorted flexibly using Fetch Xml
  • You can use several existing templates to represent list of options on a form. It can be a special Selectize.js template or different kinds of checkbox lists.
  • You can create you own templates or modify existing ones as needed (html + css, and using knockout template styles and/or based on Selectize.js template styles)
  • Configuration Wizard assists you in configuring all the settings and even can embed multi-select control into a form automatically (you do not need to make changes in form editor to add mult-select control on a form)
  • Works in accordance with security settings on both sides of Many-To-Many relationship
  • Can works respectively with inactive/obsolete related records (e.g. shows an inactive option in case it is related / selected already, and does not show otherwise). You can select an attribute which reflects if the option is obsolete.
  • Easy configuration of options tooltip
  • Works respectively when a record is in read-only mode
  • You can export / import configuration settings to transfer settings between different instances
  • Works for both Online and On-Premise
  • Works for Dynamics CRM 2016 Update 1 (v8.1) and Dynamics 365 (v8.2 and v9.0)
  • Both Managed and Unmanaged Solutions are provided.
  • In addition to the base solution, a special DEMO solution can be installed which contains some ready-to-use examples.

Dynamics 365 for Outlook, version 9.0 (Outlook client)

December 10, 2018

Download and install Dynamics 365 for Outlook, version 9.0. Dynamics 365 for Outlook, also known as the Outlook client, enables access to your customer engagement data through Outlook.

This version works with the following Dynamics 365 for Customer Engagement versions:

  • Dynamics 365 for Customer Engagement (online), version 9.0 or later version
  • Dynamics 365 for Customer Engagement on-premises, version 9.0

Supported Operating System

Windows 10

  1. The download is a self-extracting executable file. To start the download, click Download.
  2. When the File Download dialog box appears, click Save to save the file to your computer.
  3. When you’re ready to install the product, run the executable file, and then follow the instructions on the screen.

Download

Features that are new to Dynamics 365 for Customer Engagement (on-premises), version 9.0

December 10, 2018

This topic lists features that are available with Dynamics 365 for Customer Engagement (on-premises), version 9.0, which were not available in previous on-premises versions.

Task-based experiences for mobile
Dynamics 365 for Field Service
Enterprise Sales with the Unified Interface framework
Enterprise Sales classic web app user interface refresh
Enterprise Service with the Unified Interface framework
Enterprise Service classic web app user interface refresh
Run on-demand workflows from apps based on the Unified Interface framework
App design enhancements
Relationship Assistant (base cards only)
Sales Insights
Virtual entities
Security enhancements: User session and access management

see also

Deploy and operate Dynamics 365 for Customer Engagement (on-premises)

Workflow Elements by Aiden Kaskela

December 7, 2018

Current Version: 2.2.0, released May 29, 2018

Workflow Elements is a free solution for Dynamics 365 that gives you the tools to build workflow in ways you never thought possible. You can query for records (even filtering it to related records), insert tables into emails and tasks, format dates any way you want and more, all with a clean, easy to use interface.

In less than 5 minutes you can write a workflow that sends a fully customized itemized receipt to a customer with all of their product information. Normally you’d have to find a developer to write custom code for you, but not anymore. You can download from the App Source, or for CRM 2015 and earlier check out the download page for older versions.installFromAppSourcebutton_download-for-dynamics365-or-crm

I’m always looking for new ways people are using Workflow Elements so leave a comment or hit me up on Twitter (@AidenKaskela). If you experience any issues, check out the Reported Issues page to let me know so I can get it fixed.

Licensing: The Workflow Elements managed solutions are licensed under the MIT license, but if you’re interested in licensing an unmanaged solution and the source code, please email me at Aiden@KaskelaSolutions.com

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

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