Microsoft Learn- New DLP

Microsoft launched a new learning portal called ‘Microsoft Learn‘. You will find here study materials for MSD 365 apps and all. Earlier DLP (Dynamics Learning Portal) was doing same thing but it was closed portal, not open for everyone.

There are plenty of courses but few are ..

Learning for Field Service:

Learning for Power Apps:

Learning for MSD 365 Portals:

Learning for Customer Engagement:

Learning for Customer Service:

Learning for Marketing:

Learning Sales:

That’s it for now!! Thanks!

Field Service: Demo data import issues

demo data

There are so many questions and problems faced by field service developers while Demo data import for field Service. So thought of let’s make write on common issues for demo data import for field service, which I faced during my demo data import.

You can download demo data from here to import into your field service environment. Microsoft already provided a detailed document on how to import demo data to Field Service. you can find that in downloaded files.  But still, while importing this demo data I faced below issues.. Continue reading “Field Service: Demo data import issues”

MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online Deployment) – Revision Guide

Thanks for great stuff altogether!!

Microsoft Dynamics 365

I have been completing a series of posts to help people prepare for the MB2-715 certification (Microsoft Dynamics 365 Customer Engagement Online Deployment). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-715 exam.

The MB2-715 certification is not easy! But deployment is an important topic and one you will really enjoy learning about.

In my opinion the MB2-715 differs slightly in its style to some of the other certifications such as MB2-716 (customization). As its scope contains some topics that are possibly more theoretical, such as how plan for updates or understanding the licensing options. But even so, I still encourage everyone to try as many of the features discussed hands on. Do not rely on theory alone!

Introduction

Create a Customer Organizational Structure

Support the Microsoft Dynamics 365 client environment

  • Validate minimum browser requirements…

View original post 501 more words

Editable Views in MSD 365

In MSD 365, developer’s life is much easier than earlier. I do remember my team invested days to developer editable grids for an entity on from.

But now it’s just out of the box feature, it’s cool, isn’t it?

This feature has been introduced in MSD CRM 2015 but it was for very limited entities. But now it’s available for almost all entities including custom entities.

For this we need enable entity to be editable. Here are the steps to make it enable

  1. Go to customisation
  2. Open entity configuration
  3. editble grid 1
  4. Click on Control to add editable grid for the entity
  5. editble grid 2
  6. now  select it behaviour
  7. editble grid 3
  8. After behaviour selection, publish the entity.
  9. It will make main view as editable on the fly.
  10. You can undo this editable grid any time in future,  for that just delete added control and publish the entity
  11. That’s it.

Thanks !!

MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Case Management (Part Two)

Awesome!!

Microsoft Dynamics 365

As I revised for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I’m creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for this exam. In this post I will continue to explain the concepts around case management.

The skills measured statement relating to case management is shown below. From this we can see that case management covers a wide variety of capabilities;


In my previous post I covered;

  • Cases An Overview
  • Case Views
  • Searching Cases
  • Creating Cases from Activities
  • Case Business Process Flow

In this second post I will cover;

  • Resolving Cases
  • Routing Cases
  • Parent / Child Cases
  • Merge Cases

As already mentioned cases are a fundamental part of the service functionality in Dynamics 365, therefore I suggest you spend a significant amount of you exam preparation time creating cases and then experimenting on the various ways to…

View original post 1,606 more words

MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Case Management (Part One)

Awesome stuff !!

Microsoft Dynamics 365

As I revised for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I’m creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for this exam. In this post I will provide details on case management.

The skills measured statement relating to case management is shown below. From this we can see that case management covers a wide variety of capabilities;


In total I will cover quite a bit of ground! In this post I will include;

  • Cases An Overview
  • Case Views
  • Searching Cases
  • Creating Cases from Activities
  • Case Business Process Flow

The in a second post I will cover;

  • Resolving Cases
  • Routing Cases
  • Parent / Child Cases
  • Merge Cases

As already mentioned cases are a fundamental part of the service functionality in Dynamics 365, therefore I suggest you spend a significant amount of you exam preparation time creating cases…

View original post 1,816 more words

MB2-716 Certification: (Microsoft Dynamics 365 Customization and Configuration) – Revision Guide

The following link is good for certification: Customisation and Configuration…. MB2-716 Certification: (Microsoft Dynamics 365 Customization and Configuration) – Revision Guide Thanks !!

Microsoft Dynamics 365

I have been completing a series of posts to help people prepare for the MB2-716 certification (Microsoft Dynamics 365 Customization and Configuration). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-716 exam.

The MB2-716 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. Dynamics 365 is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Introduction

Configure Microsoft Dynamics 365

  • Configure Microsoft Dynamics 365 settings
    • Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes
  • Manage Microsoft Dynamics 365 security
    • Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access…

View original post 583 more words

Microsoft Dynamics 365 Exams released

The following is a list of resources for Microsoft Dynamics 365 Exams.

Microsoft Dynamics CRM 2016 Exams eLearning Courseware (2017)

 

Continue reading “Microsoft Dynamics 365 Exams released”

MB2-712 Certification: (Microsoft Dynamics CRM 2016 Customization and Configuration) – Revision Guide

Good Post

Microsoft Dynamics 365

I have been completing a series of posts to help people prepare for the MB2-712 certification (Microsoft Dynamics CRM 2016 Customization and Configuration. Here is a collection of links to all of these posts. I hope these might serve as a useful revision aid for the MB2-712 exam.

The MB2-712 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. CRM is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Revision Notes (Introduction)

Introduction / Overview to MB2-712 Exam

Configure Microsoft Dynamics CRM

  • Configure Dynamics CRM settings
    • Configure auditing, document management and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security
    • Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with…

View original post 341 more words