There is a standard site map for all Dynamics 365 instances, but chances are the default site map does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly they see what they need to see, and ONLY what they need to see.
Dynamics 365 provides the ability to modify the standard site map without coding, allowing everyday users to easily modify the layout, making it a better fit for your business. You will need either the System Administrator or System Customizer role to perform the following actions.
To customize the site map, simply go to Settings > Customizations > Customize the System.
You will find multiple site maps under Client Extensions, there is typically one which contains all apps, and then others which are each tied to a specific app.
In this case, we are using the default one which is labeled “Site Map”.
There are three components that you can easily drag and drop to create/modify your site map. Once you have each of the components added, you can click on each one and configure the properties for each component. And if necessary you can drag and drop the components around to change their order and/or the column they display in. You can also remove components which are not needed.
1. You will need to check the Show Groups checkbox to enable the Group before dragging the Group to your site map.
2. You can choose different Types of components for a subarea, and once you choose an option, irrelevant fields in the pane will be greyed out.
The reign of Skype for Business is coming to an end as Microsoft turns its focus on its newest vision for future intelligent communication, Microsoft Teams.
Microsoft had made Skype into a very successful communication platform since its purchase back in 2011. The application was characterized as the most reliable and easy to use communication platform and was very successful in both the business and consumer markets.
Skype for Business is going to be replaced by Microsoft Teams as its primary communication hub in the Office 365 suite. Microsoft Teams offers plenty of features that will allow businesses to communicate with one another easily and efficiently. Microsoft is going to grow this platform into something even bigger than Skype for Business.
With the Skype-to-Teams customer experience journey, you can see that by the end of 2018 Teams will offer the same features as Skype for Business. Corporations can begin the transition from Skype for Business over to Microsoft Teams, by using both platforms together. Microsoft recommends for firms to use Skype for Business and Microsoft Teams side-by-side until your company can solely rely on Teams.
Current and Updated Skype for Business to Microsoft Teams Capabilities Roadmap https://aka.ms/skype2teamsroadmap
Learn more about Microsoft Teams by downloading our whitepaper Microsoft Teams Cheat Sheet: Meet the Hub for Teamwork in Office 365. This whitepaper contains all the benefits of Teams and why you should make the switch. Find out why Microsoft has made Teams the primary focus for its intelligent communication platform.
Power BI 101 Series: Purchasing Dashboard with Power BI
Join our Webinar and learn how to create a Purchasing Dashboard with Power BI for your business. In this webinar, we’ll be showcasing all the different tables, connections, and calculations needed for this dashboard. Have instant access to accurate and detailed information such as the open PO commitments or purchase orders with line details. View all your key metrics and KPI’s in a single dashboard and drill into them such as the vendor spend by a period. This dashboard is meant to ensure your business can monitor and discover any spending trends.
Date: Wed Dec 19, 2018
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Have a dashboard that is the envy of your colleagues? Created a view that would benefit your office mate? Is there a Dynamics 365 User that cannot access a record of yours and needs to, but security provisions are preventing him from doing so? If any of these apply, I encourage you to read on.
Sharing personally created views, charts, dashboards, and even records in Dynamics 365 could not be easier. Follow the steps below, and within seconds you will see just how simple it is to grant and give access to components within D365.
To Share Records:
1. Navigate to the entity that contains the records you want to share.
2. Select the records to share.
3. Click Share in the command bar.
4. Select Add User/Team.
5. Select the user or team you want to share the view(s) with.
6. Then select the level of access and click Share.
To Share Personal Views:
1. Navigate to the Advanced Find Query feature.
2. In the Look For dropdown, select the entity which contains the View you want to share.
3. Next select, Saved Views.
4. Place a check next to the view(s) you want to share and select Share in the ribbon. Note: You can select 1 or more.
5. Select the user or team you want to share the view(s) with and then select the level of access.
To Share Personal Charts:
1. Navigate to the Entity which contains the chart you want to share and select the chart.
2. Click the ellipses to display more options and choose Share.
3. Select the user or team you want to share the chart with and then select the level of access.
To Share Personal Dashboards:
1. Navigate to your Dashboards and select the Dashboard you wish to share.
2. In the command bar, choose Share Dashboard.
3. Select the user or team you want to share the dashboard with and then select the level of access.
- Dynamics 365 Sharing
- Dynamics CRM Sharing
- Dynamics 365 for Service Sharing
- Dynamics 365 Sharing Records
- Dynamics CRM Sharing Records
- Dynamics 365 Sharing Views
- Dynamics 365 Sharing Charts
- Dynamics 365 Sharing Dashboards
- Dynamics CRM Sharing Views
- Dynamics CRM Sharing Charts
- Dynamics CRM Sharing Dashboards
- Dynamics 365 for Sales Sharing
Running multiple business applications is a common practice nowadays, and it is often labor intensive or darn near impossible to make your applications talk to one another. This often leads to an awful lot of open tabs as you perpetually switch between applications updating information, or worse yet data becomes disconnected and disparate.
Microsoft has published their Business Application Platform including Flow, PowerApps and Power BI which are powerful tools that you can use to seamlessly allow your applications to talk to each other. Maybe even more importantly, these applications combine and merge the data from multiple applications, making the most out of your data.
Think of Microsoft Flow as a bridge which connects your applications and performs Actions automatically based on specified Triggers.
There are many out of the box Flow templates, built on applications used daily, which can be consumed. Additionally, you can create your own multi step Flow across several apps using supported Actions and Triggers.
Save time and invest your energy in other areas which require your focus. Let Microsoft Flow handle it, by sending you a notification about something which requires your attention, managing backend processes which up until recently were done manually, handling approvals…just to name a few. All of this can be done from the web, your phone or tablet, or even from your inbox! The functionality afforded by Microsoft Flow works with records stored in SharePoint, Dynamics 365, Tweets and over 100 other applications. The image below is just a small sample of the applications that you can connect with Flow.
DocuSign for Dynamics 365 brings all the benefits of the DocuSign electronic signature solution to your finger tips inside D365. With a seamless integration into Dynamics 365, you can access DocuSign functions directly from your form’s tool bar. Some of the key functions include the ability to sign and get signatures, track document status, and dynamically pull data from records.
The most known function of DocuSign is the ability to capture electronic signatures which are encrypted and secure, allowing for accelerated turn around on getting those all-important signatures. Consider all the sales transactions in your pipeline which are slated to close, why not simplify the process for you and your customers by providing the option to sign electronically. DocuSign takes the hassle out of the traditional pen and paper approach by allowing users to sign on any device and have it integrated back to D365.
An added benefit is that elements of your DocuSign documents can be dynamically populated from your D365 records. This is a real timesaver, eliminating the need for your team to customize the document each time it needs to be sent to a new customer. In addition to being time saving, it also eliminates human error along the way, providing you the confidence of knowing the document was sent correctly the first time.
A final noteworthy feature of the DocuSign/Dynamics 365 integration is the ability to track the progression of your email and document. This level of transparency provides 100% visibility into the entire process, affording you piece of mind every step of the way.
Ever find that two or more of your Dynamics 365 contacts are related and want a quick way to record that relationship? Or have a Contact that is related to an Account record even though it is not directly associated? Well look no further because we have your answer.
Connections in Dynamics 365 are a great way to link records together without any hassle. Sometimes you may want a quick way to link records together without having to spend hours coming up with a custom solution to satisfy this everyday requirement. Connections is your answer for that, whether it be linking records of the same type or of completely different record types.
To connect two records together, all you need to do is click on the Connect button in the tool bar.
This will open the new connection window.
From here, lookup the record you wish to connect to by clicking the name field and then selecting search for more records.
Once the Lookup window opens, find the record you wish to connect to by adjusting the Look for and Look in settings. You can use the search feature to help you narrow down items in the list.
Once you have located your desired record, select the record and click add.
Once the connect to record has been added, choose the relationship (role) which associates it to the current record. You may add additional details in the description field to further describe the relationship.
Once all the information has been added, hit save and close to create the connection.
To view Connections which have been associated to a record, click the down arrow next to the record name in the command bar, and select Connections.