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Setting the WorkHourTemplate in the right way to the resource in PSA

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Business Use Case : I was trying to explore the Extend Booking functionality in PSA and saw that the users were getting allocated for the entire 24 hours a day. I immediately figured out that the issue...(read more)

Improve Knowledge Article search results with Dynamics 365 Relevance Search

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Knowledge base search control in Dynamics 365 is now powered by Relevance search. This empowers administrators to fine-tune search as per their business requirement and have their agents get the most relevant search results quickly.  Relevance search leverages Azure search service and delivers the results with improved performance and accuracy.

This blog uses a customer service scenario as an example to look at the few benefits of Knowledge Search in Dynamics 365 with Relevance search turned on:

  • Highlighted search term matches
  • Search tuning on any knowledge article field
  • Search in notes and attachments of Knowledge Articles

Highlighted search term matches

Bert is a customer service agent with Contoso travels and is working on a case where a customer is facing issue while booking a hotel. Bert looks for guidance from knowledge base and searches for ‘book hotel’ keyword and gets corresponding knowledge article results.

With the highlighted search term matches, Bert can view details about the article results from the summary card view itself without having to open and read them.  The matching occurrences of the search keyword in the article content are highlighted in yellow, and summary card view fetches the content blurb from where this match was hit. You can see this in the screenshot below:

 

highlighted search term matches

Bert can take any further actions on the article, like opening it for complete reading or emailing it to the customer with more understanding of what the article is about.

 

Search tuning on any knowledge article field

You can now tune your KB search to search a knowledge article on any OOB or custom field. For example, in this scenario Bert has more than one results for booking hotel and wants to find an article that is most relevant to the country that the customer is trying to book the travel for. He identifies that customer is trying to book hotel in Singapore, so he modifies his search keyword to ‘book hotel in Singapore’ and gets the booking travel article specific to APAC region as the top result.

 

Search tuning on any knowledge article field

 

key point to note here is that Singapore is not present in the ‘Booking Travel for APAC’ article’s title or content, but still this article was ranked higher compared to the other article when Bert was searching with Singapore. Contoso administrator achieved this by configuring a custom ‘country’ field in the knowledge article and enabling it for Relevance search.

The ‘Booking Travel for APAC’ article has country field populated with Singapore, and when Bert searched for ‘book hotel in Singapore’ the match was found in the country field also, in addition to other keyword matches which were same for both the articles. Please find screenshot of this article below which has country field configured as Singapore.

 

Country field configured for search

 

Contoso administrator can leverage this benefit to enable or disable search on any knowledge article field. For example, if a business requires knowledge articles to be searched only on keywords and content, but not on title, the admin can enable only keywords and content for search and disable title for search. Similarly, if a business has any custom field that captures critical information in a knowledge article, an admin can enable the custom field for search, as described in the example scenario.

 

Search in notes and attachments of knowledge articles

Relevance search can also search in notes or attachments of knowledge articles. For example, in the screenshot below, Bert got the second article in the search results because the keyword ‘book’ was found in an attachment of the ‘Support Request’ knowledge article. Bert also has feedback input that this article is shown because the result was found in attachment, as highlighted in the screenshot.

search in notes and attachments

 

Other benefits

Relevance search on Knowledge Base also leverages all other platform features of Relevance search like advanced scoring of search results, Microsoft natural language processing, and inflectional word matching. Since Relevance search is based on Azure indexing, you also get improved performance. Relevance search combined with KB search control’s power of delivering automatic suggestions, contextual results, filters, sorting and inline actions, helps agents resolve customer issues quickly.

 

See more

Refer the links below to know more about Relevance search & Knowledge Base search and to get started with enabling them in your organizations.

Configure Relevance search

Search knowledge articles in the Customer Service Hub

Customize Knowledge Base search control

Knowledge Base search methods

 

If you are looking for more information or have any other feedback, please let us know in the comments section below.

 

By:

Anjali Gupta, Karthik Reddy Gangidi

Bridging Logic with IFTTT and Flow

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In a previous post, we demonstrated how to set up an alert that would activate a pool light when Olympic superstar Michael Phelps sent us an email. In this post, we will find a way to be alerted when we receive an email from Mr. Phelps in a personal Gmail account. Not just any alert, though – we want all the lights in the house to turn on.

We thought it would be great to do this codeless and use Microsoft Flow and connect it to a Wink Hub at home. However, Flow does not currently offer a service to connect to Wink Hub; however, IFTTT does provide this service. However (again), IFTTT and Flow do not directly connect. Fortunately, they both play well with Google Sheets (Sheets). So, to address this challenge, Sheets will be the bridge between IFTTT and Flow. To achieve this, we will build an IFTTT Applet and a single Flow to both work with the same Google Sheet. One will listen for changes to the Sheet and the other will make the change to the Sheet.

To summarize the challenge:

  • We need this connection: Flow àWink.
  • Flow doesn’t offer that service!
  • IFFT does: IFTTT à Wink.
  • So, we need this connection: Flow àIFTTT.
  • Flow doesn’t offer that service either!
  • Sheets plays nice with both: Flow à Sheets and Sheets à IFTTT.
  • So, what we really need is this connection: Flow à Sheets à IFTTT à Wink.

To make it happen, my prerequisites are as follows:

1. Gmail and Google Drive Accounts (free version)

2. Microsoft Flow Account (free version)

3. IFTTT Account (free version)

  • Connect to Wink Hub
  • Connected to Google Sheets

4. Dynamics 365 Sales (paid service)

5. Wink Hub (hardware investment)

  • Connected to smart lights

To make it happen, my prework is as follows:

1. Create a Google Sheet to work with

2. Connect Google Sheets to Flow and IFTTT

3. Create a Wink Shortcut that turns on a group of lights

4. Connect Gmail to Flow

5. Connect Dynamics 365 Sales to Flow

IFTTT Service Steps: Creating the Listener for changes to the Sheet

1. Create “New Applet”

2. For “If,” search for and select Google Sheets as Service

ifttt

3. Choose “New row added to a sheet” as a Trigger

ifttt

4. Enter the Folder and Filename of the Google Sheet

5. For “That” Search for and Choose “Wink” as Service

ifttt

6. Select “Wink Shortcuts” as an Action

7. Select “Activate Shortcut”

8. Select your shortcut that turns on your lights

9. Click “Create Action”

10. Click “Finish”

Now that the above is in place, it’s time to manually test adding a new row to our Google Sheet and watch all the lights in the house turn on. From there, we need to create our Flow to listen for a new Gmail Message and trigger a row insert into our Google Sheet. In addition, we also want to create a Lead in CRM based on the sender of the email (just to ensure we capture this hot lead).

Flow Service Steps: Creating the change to the Sheet and Lead in D365 Sales

1. Create a “New Flow from Blank”

2. Search for and select Gmail in Triggers

3. Within the Trigger, select “Advanced” and enter Michael’s email in the from email (or some other unique way to identify Michael Phelps)

ifttt

4. Click New Step> Add an action

ifttt

5. Search for and select “Dynamics 365”

6. Click Create a new record

ifttt

7. Select your:

  • Entity Name (or entity of choice)
  • Last Name
  • Topic (using Dynamic Content)
  • Email (using Dynamic Content)

ifttt

8. Click New step> Add an action

ifttt

9. Search for and Select “Google Sheets”

10. Enter your:

  • File
  • Worksheet
  • item (what’s being inserted into the row, using Dynamic Content)

ifttt

11. Click Save

Now we will trigger a test to ensure the Flow executes correctly and inserts a row into our Google Sheet. To do so, click on “Test” within the upper right corner of the Flow. (Note: I updated the email address clause to use my work email during this test.)

Below is the successfully completed test in Flow:

ifttt

Below is the outcome within the Google Sheet, resulting from the Flow test:

ifttt

We did it! Flow will listen to my Gmail “from” and update the Google Sheet. The IFTTT service will then listen for a row to be added to my Google Sheet and, when it happens, turn on all the lights in the house no matter the time of day.

In conclusion, we think we can agree that this scenario is not likely: Michael probably won’t email (but if he does…) However, let’s not allow the unlikeliness of this scenario take away from the key learning point: we can overcome any challenge using the technology we have on hand. We were able to connect Gmail to D365 Sales for lead generation, link actions between disparate logical systems, and have fun along the way – all at a low cost and without custom code. Flow and IFTTT are indeed great tools alone, but in this case, they are even more powerful together.

Be sure to subscribe to our blog for more tips and tricks!

Happy D365ing!

Whatever you sell, Pacejet can help you ship

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From human cells to embalming solutions, Pacejet enterprise shipping software ships all kinds of interesting materials and items throughout the world on a daily basis. Do you sell something out of the box and think you can only use one carrier? Think again. Pacejet has helped many companies navigate carrier solutions, receive lower rates and find easier options for shipping.

Whether you need to ship a compressor, a pool table or printing supplies, we love helping customers navigate the world of carriers through a Pacejet integration into your ERP system. We pride ourselves are being the most customer-focused shipping software on the market and our implementation/services teams are a direct reflection. We sat down with Thomas Hoang from AllCells, to talk through how Pacejet helped AllCells have the confidence they needed to guarantee shipping to every customer, every time.

"With Pacejet, we were able to streamline complex shipping operations and ensure transparent pricing for customers at the point of sale. Now we can tell our customers that shipments will be delivered quickly in perfect condition: as cold as ice."

-Thomas Hoang, AllCells

 

 

Shipping bone marrow, furniture, or bar supplies

Pacejet transforms the shipping dock into a launch pad for profitability. We know you love your business and want to see it grow. In order to stay competitive with ‘Amazon’ and other top players in the 2-day delivery promise, it’s important to focus on ways to utilize cost savings in any way that you can. Insert Pacejet here. Pacejet provides rate shopping solutions to help you determine the correct carrier for the right price.

Providing a best-in-class cloud-based shipping software platform, seamless integration with leading ERP and WMS software systems, and consultative support, Pacejet enables customers to thrive in the 21st-century shipping economy.

 

 


 

Reach out to our team to learn how Pacejet can help reduce your shipping costs, improve your customer service, and streamline your operations, all in one cloud-based solution.

 

Updating product unit pricing on open sales orders in Microsoft Dynamics 365

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Microsoft Dynamics 365 offers price locking on sales order products, which can cause users to experience difficulties when they attempt to update unit pricing. When this situation arises, it can be managed in two ways:

  • Via the toolbar ribbon
  • Via the lock icon found directly above the sales order products sub-grid

By default, when sales orders are created from sales quotes, order product prices are flagged as locked.

This means that if a given user attempts to modify an order product from a given sales order, the action of overriding the Price Per Unit will be unavailable.

 

In other cases, “Pricing” might be available; however, an error message might still show up with the following details: “The product and the unit cannot be updated while the entity is locked.

Unlocking the capability of overriding order product unit pricing can be done via the sales order form by clicking on “Use Current Pricing” or the lock icon (shown unlocked) as seen below:

 

From there, reopening the order product form will allow the user to switch the Pricing to “Override Price” to unlock the Price Per Unit field for updating.

Locking order product pricing is done via the same means, by clicking on “Lock Pricing” or the lock icon (shown locked) as seen below:

Note that some users might not be able to see the button on the toolbar ribbon. This might be due to user permission constraints or configuration settings or to some ribbon customization. For more information, contact your system administrator.

The post Updating product unit pricing on open sales orders in Microsoft Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.

Dynamics 365 Monthly Update-December 2018

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Quick Links: Featured News | Updates and Releases | Additional News | Training Corner

Featured News


Get started with Dynamics 365 Service Scheduling

The new scheduling experience in Customer Service Hub is now live. Powered by Universal Resource Scheduling, this experience provides an efficient way to schedule resources for service activities. It considers the availability of employees, facilities, and equipment to plan schedules accordingly. It also helps customer service organizations improve service quality by preventing over-scheduling.

Review this post on the Dynamics 365 Customer Engagement Team Blog for more information and instructions on how to install the feature.


Microsoft Ignite | The Tour

Introducing a new global 17-city event designed to bring the best content from Microsoft Ignite directly to technical practitioners worldwide – ensuring they get the most out of Azure, Microsoft 365, Dynamics 365, and the Power platform. With 100+ deep-dive sessions and workshops, attendees will explore the latest developer tools, cloud technologies, and learn how to put their skills to work in new areas.

Upcoming stops on the tour include:

  • Toronto: January 10-11, 2019
  • Singapore: January 16-17, 2019
  • Washington, DC: February 4-5, 2019
  • Sydney: February 13-14, 2019
    plus more….

Connect with our community to gain practical insights and best practices on the future of cloud development, data, IT, and business intelligence. Visit the Microsoft Ignite | The Tour website to find a stop in a city near you.


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Updates & Releases


Microsoft Dynamics 365 Online Releases

The Service Updates for Dynamics 365 online version 9.1.0 and 8.2 are now available.

Service Update 9 (9.1.0000.0946 or higher) resolved issues include:

  • Incremental system-wide performance improvements.
  • Selecting "Sales for AI" redirected to another page instead of the "Relationship Insights/Sales for AI" page.
  • When attempting to merge two contacts, the 'First Name' and 'Last Name' fields were not selected by default.
  • Contacts added to the "Attendees" field did not display until the page was refreshed.
  • An error occurred when attempting to open or create account records using the Dynamics 365 Mobile app in offline mode.

Service Update 10 (9.1.0.1064 or higher) resolved issues include:

  • The ribbon was grayed out when an opportunity record was opened and then closed.
  • Contacts could not be synced to Outlook.
  • The Currency field did not populate when an email was converted to a lead.
  • Items on the field search list could not be filtered when more than one filter was applied.
  • The Activity wall loaded slowly. The page froze/crashed if there were too many recipients in the to/cc fields.

Service Update 12 (9.1.0.1201 or higher) resolved issues include:

  • No information displayed in posts generated with a workflow in Unified Interface.
  • Stacked bar charts contained two categories with the same color, instead of four unique colors.
  • Appointments could not be created through the Quick Create form.
  • Opportunities could not be closed in Sales Hub.
  • Reports displayed the wrong info on the Modified By field.

Service Update 1 (8.2.3.0114 or higher) resolved issues include:

  • Phone calls and task items failed to sync from CRM to Exchange.
  • Server-Side Synchronization failed to reopen tasks in Outlook that were reopened in CRM.
  • An error occurred when deleting a managed solution.
  • An error occurred when editing or exporting apps that were added to a solution.

Service Update 2 (8.2.3.0177 or higher) resolved issues include:

  • A read-only field's value was copied twice (i.e. "1234512345 instead of "12345") when copied.
  • The "Post configurations contact" workflow, triggered after creating a new contact on the Account entity, failed periodically.
  • After case merging, 'regarding' of email and custom activities would not update to the master case.
  • The Dynamics 365 add-in in Outlook failed to load pages (accounts, contacts, etc.).
  • An error occurred while attempting to open Account records when Social Insights was present on the form.

Dynamics 365 Resource Scheduling Optimization v3.0 Release

Microsoft is excited to announce the general availability of the Resource Scheduling Optimization (RSO) v3.0 release.

New features include:

  • Maximized preferred resource assignments
  • Best matching skill level
  • Improved logic of handling conflicted bookings
  • User experience improvements to easily re-rank objectives
  • Usability, performance, and quality improvements

For more information on the new features, review this post in the Dynamics 365 Customer Engagement Team Blog.


Field Service and Project Service Automation Updates

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 is now available. This release includes improvements to quality, performance, and usability, based on customer feedback and requests.

Field Service enhancements (v7.5.5.48)

Resolved issues:

  • Fixed: Script error on work order quick create
  • Fixed: Japanese label localization on work order form
  • Updated SDK libraries to 9.0
  • Fixed: Linked work order sub-grid does not allow searching existing work orders when the user clicks the + command

For information on how to install, update or remove the solution, review this article.

Project Service Automation (v3.2.0.246) Enhancements

Improvements include:

  • Internal performance improvements to upgrade experience.
  • Minor reliability improvements to the project schedule grid.

Resolved issues include:

  • Fixed: Generic SQL Error when creating contract from quote, if customer has custom field maps for multi selection option sets.
  • Fixed: The added or subtracted value results in an un-representable DateTime
  • Fixed: Misalignment of field length between BusinessTransaction msdyn_description and QuoteLine.ProductDescription.
  • Fixed: Missing price information on estimates view when project calendar and user timezone is set to india timezone.

For more information on the Project Service Automation enhancements, review this blog post.


Portal Capabilities for Microsoft Dynamics 365 v9.0.12.12

Portal capabilities version 9.0.12.12 for Microsoft Dynamics 365 is now available. This release includes an updated portal host as well as solution package updates (v9.0.12.10). New solution packages are only applicable for v9.x Dynamics orgs.

The portal host will automatically be updated by Microsoft, but action must be taken by your organization to upgrade the solution packages. Until the solution packages are updated, some enhancements will not be available to portal administrators and/or users.

Resolved issues with Portal Host includes:

  • Editing any component using front side editor on Portal opens a blank page if the component is on a child page which is more than 5 levels down from home page.
  • If an auth provider is configured using both SAML2 and OpenId Connect on portal, then OpenId Connect configuration is broken after SAML2 provider is configured.
  • Subgrid on entity form does not refresh on record delete.

Resolved issues with Portal Solution includes:

  • Source Code Field in Web Template Form doesn't save the content when using Internet Explorer 11.
  • Portal Timeline solution is not updated when Solutions are updated to 8.4.6.2 or 9.0.12.10 version.
  • View Editor on Entity list form doesn't open properly in Internet Explorer 11.

For a full list of all portal updates released to date and their corresponding KB articles, please reference this KB article.


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Additional News


Using Clone Solution to remove Managed Solution components

The ability to clone a solution in Dynamics 365 has been around for a while, but did you know you can use the feature to remove managed components, entities or entity assets? For customers already familiar with Solutions and Customizations, you can use this guided lab that showcases a simple example of managed component removal using Clone Solution and explains the “Stage for Upgrade”.

Dynamics 365 App for Outlook Blog Series

With the release of the new version of Dynamics 365 App for Outlook along with v9.0 and the new unified interface, organizations are transitioning from the legacy Dynamics 365 for Outlook client. There have been many questions about the new features, so to help our customers we’re launching a new Dynamics 365 App for Outlook multi-part blog series. The content will be based on a Dynamics 365 Customer Engagement (online) to Exchange Online environment, but much of the information will also be valid for hybrid and on-premise environments.

Part 1 – The Basics:

  • What does the Dynamics 365 App for Outlook offer?
  • App terminology
  • System Requirements

Part 2 – What is supported?:

  • Feature support per client
  • Outlook on the web (OWA)
  • Supported servers

Part 3 – Tracking and Correlation:

  • System Settings
  • Configure email correlation
  • Tracking options

Part 4 – Working with emails:

  • Automatic email tracking
  • FAQs

Part 5 – Working with appointments:

  • Appointment tracking scenarios
  • FAQs

The series is posted to the Dynamics 365 Customer Engagement in the Field blog so check back often for the latest.


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Training Corner


Business Applications Bootcamps

The Business Applications Bootcamps are 3-5 day, in-person events around the globe focused on improving functional and technical skills for solution architects, functional consultants, industry experts, application consultants, HR analysts, and data professionals.

The bootcamps focus on 5 workloads:

  • Dynamics 365 for Customer Service
  • Dynamics 365 for Field Service
  • Dynamics 365 for Talent
  • Power platform: PowerApps and Power BI Integration
  • Dynamics 365 for Finance and Operations

Visit BizApps Bootcamps the learn more and to register for a session near you. A Microsoft login account is required.

Free PowerApps "App-in-a-Day" Workshop

As a business leader, you want to react quickly to the changing market and cannot stay dependent on developing a software solution to do that. You want the ability to build a solution to meet your business needs swiftly. With the Microsoft Power Platform, you can build great business apps without writing code.

  • PowerApps: Enable power-users in line of business roles to easily build and deploy custom business apps in both Canvas and Model-driven style of apps.
  • Common Data Service for Apps: Easily bring your data together and quickly create powerful apps using a compliant and scalable data service and app platform integrated right into PowerApps.
  • Microsoft Flow: Enable your line of business specialists and IT pros can build automated workflows intuitively.

Learn how to use these features with a free App-in-a-Day workshop. Classes are happening now, so visit this link to review the agenda and register for a session near you.

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January 2019 Hot Sheet partner training schedule

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Welcome to the US Partner Community Hot Sheet, a comprehensive schedule of partner training, webcasts, community calls, and office hours. This post is updated frequently as we learn about new offerings, so you can plan ahead.

Community call schedule

Community calls for the US Partner Community are led by experts from across the US Partner Team, and provide practice-building and business-building guidance.

Community name

January calls information

February calls information

Applications & Infrastructure

January 18

February 15

Business Applications

January 8 – Uncover new services opportunities with General Data Protection Regulations (GDPR)

February 8 – Gain a competitive advantage with Machine Learning

Data & Artificial Intelligence (AI)

January 3 - Internet of Things (link will be available shortly)

Look for new schedule soon

Marketing SureStep Office Hours

January 10 – Content Palooza!

January 17 – New Year’s Resolutions

January 24 – Plan a great EOD Webinar

January 31 – Keep your customers

 

Every Thursday (registration links will be available soon)

 

 

Modern Workplace – Productivity

January 11 – Driving successful long-term Modern Workplace engagements with Adoption & Change Management

February 8

Modern Workplace –  Security

January 15

February 19

Modern Workplace – Modern Desktop

January 22

February 26

Partner Insider

January 9

February 6

Partner investments Office Hours

January 2

January 9

January 16

January 23

January 30 

Every Wednesday (registration links will be available soon)

Public Sector

January 10 - Microsoft Teams for Government Partners

February 7 – Microsoft Dynamics 365 Government Community Cloud (GCC) for partners

Week of December 17-21

Date

Location

Course, webcast or call

Who should attend

December 19

Community Call

US Partner Community call: Connect with more customers and set up your app for success on a Microsoft marketplace

Technical roles

December 19

Office Hours

Partner Investment Office Hours

Business roles

December 19

Online

Technical deep dive on Azure IoT Suite

Technical roles

December 20

Office Hours

MarketingSureStep Office Hours: Why renew into MPN?

Marketing roles

December 20

Online

Adopting Microsoft Teamwork Solutions: Mail & messaging

Technical roles

Week of December 24-28

No events currently scheduled

Week of December 31- January 4

Date

Location

Course, webcast or call

Who should attend

January 2

Office Hours

Partner Investment Office Hours

 

Business roles

January 3

Community call

Data & AI Community call: Internet of Things (link will be available shortly)

Technical roles

Week of January 7-11

Date

Location

Course, webcast or call

Who should attend

January 8-10

Bellevue, WA

Dynamics 365 for Talent Bootcamp

Technical roles

January 8

Community Call

Business Applications Partner Community call: Uncover new services opportunities with GDPR

Technical roles

January 8

Online

Learn the Azure Government Hybrid Cloud story and how networking is the key to differentiation

Technical roles

January 8

Online

Dynamics 365 for Field Service - Universal Resource Scheduling

Technical roles

January 9

Community Call

US SMB Partner Insider Call

Technical roles

January 9

Community Call

Partner Incentives & Investments Office Hours

Technical roles

January 9

Online

Dynamics AX 2009 Migration to Finance and Operations

Technical roles

January 9

Online

Part 1: Introduction to Cognitive Search and getting started with your project

Technical roles

January 9

Online

How to make customizations for an Evergreen ERP

Technical roles

January 10

Community Call

Public Sector community call: Microsoft Teams for Government Partners

Technical roles

January 10

Community Call

Marketing SureStep Office Hours: Content Palooza!

Technical roles

January 10

Online

Adopting Microsoft 365 Information Protection

Technical roles

January 10

Online

Part 2: Building and Architecting your Cognitive Search Solution

Technical roles

January 11

Community Call

Modern Workplace Partner Community Call - Productivity

Technical roles

Week of January 14-18

Date

Location

Course, webcast or call

Who should attend

January 15-17

Dallas, TX

Dynamics 365 for Finance & Operations Financial Management Bootcamp

Technical roles

January 14

New York, NY

Build IoT solutions with endless possibilities

Technical roles

January 14

Online

Introduction to Firstline Worker solutions

Technical roles

January 14

Online

What's new in Microsoft 365 Modern Desktop

Technical roles

January 15

Online

Learn how to drive WS 2008 and SQL 2008 Infrastructure Modernization on Azure Government with Assessments and End of Support readiness

Technical roles

January 16

Community Call

Partner Incentives & Investments Office Hours

Technical roles

January 16

Community Call

Marketing SureStep Office Hours: New Year's Resolutions

Technical roles

January 18

Community Call

Modern Workplace Partner Community Call - Security

Technical roles

January 18

Community Call

Applications and Infrastructure Community Call

Technical roles

Week of January 21-25

Date

Location

Course, webcast or call

Who should attend

January 22-24

Dallas, TX

Dynamics 365 for Finance & Operations Supply Chain Management Bootcamp

Technical roles

January 22-24

Downers Grove, IL

Dynamics 365 for Customer Service Bootcamp

Technical roles

January 22

Community Call

Modern Workplace Partner Community Call - Modern Desktop

Technical roles

January 22

Online

Learn the foundation of IaaS in Azure Government with Azure Virtual Machines

Technical roles

January 22

Online

Top 5 Azure Pricing scenarios

Technical roles

January 22

Online

Adopting Dynamics 365 for Sales, Customer Service - Data analysis

Technical roles

January 22

Online

Introduction to Azure Backup

Technical roles

January 23

Community Call

Partner Incentives & Investments Office Hours

Technical roles

January 23

Online

Transitioning from Skype for Business to Microsoft Teams

Technical roles

January 23

Online

Grow, build, and connect with Microsoft for Startups

Technical roles

January 23

Online

Introduction to Microsoft 365 Modern Desktop

Technical roles

January 23

Online

Introduction to application migration to Azure

Technical roles

January 24

Online

Introduction to Dynamics 365 for Sales, Customer Service - Technical Onboarding

Technical roles

January 24

Online

Introduction to Azure Site Recovery

Technical roles

January 24

Online

Creating apps for the Intelligent Cloud: Architecting cloud apps for scale

Technical roles

January 24

Online

What's new in Office 365 Teamwork solutions

Technical roles

Week of January 28-February 1

Date

Location

Course, webcast or call

Who should attend

January 28-30

Houston, TX

Dynamics 365 for Talent Bootcamp

Technical roles

January 29

Online

Introduction to Azure IoT Suite

Technical roles

January 29

Online

Learn about the various Azure Storage types and Cloud Identity in Azure Government

Technical roles

January 29

Online

What's new in Office 365 Intelligent Communications

Technical roles

January 30

Community Call

Partner Incentives & Investments Office Hours

Technical roles

January 30

Online

Technical deep dive on Microsoft Teams Direct Routing

Technical roles

January 30

Online

Azure Marketplace and AppSource publisher payouts and seller insights

Technical roles

January 31

Community Call

Marketing SureStep Office Hours: Keep your customers

Technical roles

January 31

Online

Introduction to Microsoft 365 security and compliance

Technical roles

January 31

Online

What's New in Azure Infrastructure as a Service

Technical roles

Week of February 4-8

Date

Location

Course, webcast or call

Who should attend

February 4-8

Edina, MN

Dynamics 365 for Field Service Bootcamp

Technical roles

February 4

Online

IoT in Action Virtual Bootcamp

Technical roles

February 5

Online

Introduction to Microsoft Teamwork solutions

Technical roles

February 5

Online

BCDR: How and why Government organizations need backup and disaster recovery services

Technical roles

February 5

Online

Optimize your Marketplace listing with featured apps and services

Technical roles

February 6

Community Call

US SMB Partner Insider Call

Technical roles

February 7

Community Call

Public Sector community call: Microsoft Dynamics 365 Government Community Cloud (GCC) for Partners

Technical roles

February 8

Community Call

Modern Workplace Partner Community Call - Productivity

Technical roles

Week of February 11-15

Date

Location

Course, webcast or call

Who should attend

February 11

Online

Adopting Microsoft Teamwork solutions: Deploying Teams

Technical roles

February 12

Community Call

Business Applications Partner Community Call - Gain a competitive advantage with Machine Learning

Technical roles

February 14

Online

Adopting Microsoft Teamwork solutions: Mail & messaging

Technical roles

Week of February 18-22

Date

Location

Course, webcast or call

Who should attend

February 19

Community Call

Modern Workplace Partner Community Call - Security

Technical roles

February 19

Online

Application Modernization on Azure Government

Technical roles

February 19

Online

Get the most out of Azure with Azure Advisor

Technical roles

February 19

Online

Adopting Microsoft 365 Security management

Technical roles

February 20

Online

What's New in Microsoft 365 Security

Technical roles

February 20

Online

Adopting Microsoft Teamwork solutions: Managing Teams

Technical roles

Week of February 25-March 1

Date

Location

Course, webcast or call

Who should attend

February 26

Community Call

Modern Workplace Partner Community Call - Modern Desktop

Technical roles

February 26

Online

How to leverage an ADS to win SQL Migration deals to Azure Government

Technical roles

February 26

Online

Incidents, maintenance, and health advisories: Stay informed with Azure Service Health

Technical roles

February 26

Online

Hybrid Cloud management & security: Introduction and Log Analytics

Technical roles

February 27

Online

Adopting Microsoft 365 Security management

Technical roles

Microsoft 2019 events

Microsoft Inspire 2019: July 14–18 in Las Vegas, Nevada

Microsoft Ignite 2019: November 4-8 in Orlando, FL

MSdynD365FO : Working with Dimensions X++ code - Part I

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Sharing some x++ code which is require when you work with dimensions. Creation of default dimension using map , if you are getting values different resources e.g. file , any http request etc. MapEnumerator...(read more)

Embedding Canvas App on a Model-Driven App’s Form (Preview) – Passing list of related records as context

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Similarly to passing the current record as context to the embedded canvas app, we can pass the list of related records as context. Let us see how it works step by step. Open the form for customization...(read more)

Get contact based on name and it’s BU- Sample Code

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If you got requirement to get contact record based on it’s full name and it’s business unit name, this sample code will help you. Sharing following sample code to get contact using Query Expression. public Entity GetContactByFullNameandBUName ...read more

Updating from party in Email

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Introduction Recently while working on one business requirement where client had two business unit and they were using contacts specific to business unit which means they can have duplicate records for contact or account. While email coming into CRM ...read more

{knowhow} How to edit the Dynamics 365 App for Outlook screen

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Recently there was a requirement to change the Dynamics 365 App for Outlook  screen. Basically when you set up the default App for Outlook, the Sitemap contains just the Activities and the Dashboards...(read more)

{knowhow} How to edit the Dynamics 365 App for Outlook screen

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Originally posted on Debajit's Dynamic CRM Blog : Recently there was a requirement to change the Dynamics 365 App for Outlook? screen. Basically when you set up the default App for Outlook, the Sitemap...(read more)

Dynamics 365 Installation – Part 9 – Installing Reporting Extensions

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After completing Microsoft Dynamics 365 Server Setup you can run the Microsoft Dynamics 365 Reporting Extensions Setup. Microsoft Dynamics 365 Reporting Extensions can be installed on only one instance...(read more)

Dynamics 365 Business Central : Extending Role Center headline with web service data, lists and dictionaries

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So much to read, so little time … the speed at which Microsoft adds new Business Central and AL features is overwhelming In this blog I’ll demonstarte how I was able to display weather temperature...(read more)

MSdynD365FO : Working with Dimensions X++ code - Part II

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Continued from Part 1 Sharing some X++ code which is going to be useful while working with financial dimensions. If you have ledger dimensoin Recid and want to get default dimension from ledger dimensoin...(read more)

RETRIEVE OPTION SET METADATA FROM JAVA SCRIPT IN DYNAMICS CRM

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This blog provides the code and detailed explanation of retrieving option set meta data from JS by making WebAPI call to dynamics CRM server. The following code retrieves the metadata of statuscode field...(read more)

Modeling View in Power BI Desktop

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The new modeling view for Power BI Desktop is here! See the announcement in the November Power BI Desktop feature summary . It is designed to work with enterprise datasets that grow in complexity. Such datasets can easily contain over 100 tables. Here ...read more

Developer Preview – December 2018

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https://community.dynamics.com/business/b/businesscentraldevitpro/archive/2018/12/20/developer-preview-december-2018 This December marks the two year anniversary of the very first AL Developer preview back in December 2016 . And we want to use this ...read more

What is Azure Data Studio?

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Some time ago I mentioned a brand new product: SQL Operations Studio. Its feature set was small and aimed mainly at the developer persona. Now, recently, SQL Operations Studio was rebranded as Azure Data Studio. Although they’re effectively the same ...read more
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