Archive for June, 2018

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

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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