Learning path configured for one of our customer instances started giving the error that CRM organisation is not configured to open Learning path tool:

The configuration which we verified and performed are mentioned below:

1. Settings –> Administration –> System Settings.  On the General tab, Set Enable Learning Path = Yes and Enable Learning Path Authoring = Yes.

2. After that, for individual user Enable/Disable by Settings -> Opt out of Learning path/Opt In of Learning Path.

3. In Office 365 Admin portal ,

Groups -> Selected Learning Path Authors -> Members ->Clicked on Add Members button at the top -> Selected the users

This did not  solve the problem for us. So, we ended up contacting MS support.

Solution Given by MS Support:

Unser Settings-> Administration-> System settings.On the General tab, click on No for Use Custom Help for Customizable entities.

This worked and I was able to operate Learning path.

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

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This is a post which has been sitting in the docks for a while as I never quite ended up summarizing and documenting it well. Here are 5 tips for Business analysts or Functional consultants in Dynamics 365, based on my experiences with the product and whenever I need to have a Business analyst hat on:

Have a solid foundation

It is very important for a D365 BA to have solid functional understanding of CRM as a methodology, concept or practice which is used to run a customer’s business. Apart from that idea about Customization, configuration and high level understanding of where technical components such as JavaScript, plugins, workflows, Integrations such as Flow, reporting needs such as POWER BI will be required are good information to have for a BA. Often, technical bits and high level understanding is what BA tend to miss but they can always take assistance of the technical leads, architects and consultants.

Constantly Grow Your Skills

In Dynamics 365, there are multiple ways of solving a customer problem. A good BA is never content of solving the same problem in the same way each time. For example, as Dynamics 365 platform evolves, a BA is also in constant lookout to solve the customer problem with some new features or options that have come up in the Dynamics 365 platform. A Good BA knows what is the right choice to apply as per the latest version of the product than to be dependent on a choice which existed few years back in the product.

Being divisive and creative

A good BA should never be stuck up because of lack of resources or knowledge constraints. On an evolving and rapidly changing platform as Dynamics 365, there will be times when one may face a constraint about a particular component, feature or product that is required to be used in the solution for the customer. A skilled BA will quickly try to take assistance from right sources – may it be reading blogs, content to the right folks who can help out.

Owning the Solution and Implementation

Skilled BA always start forming the ownership around the solution and implementation they are presenting to the customer. After resolving the conflicts and problems for the customer, a talented BA will start having the ownership for the solution and implementation. Over time, becomes a strategist for the direction of the customer and develops trust.

Being great at providing Clarity

A Good BA on Dynamics 365 will be really good at providing clarity to the customers on the direction of a particular module, solution and what they are trying to achieve using Dynamics 365. It would also mean providing clear documentation in terms of Requirements as well as various checklist and taking confirmations from the customer at the right stages and milestones of the implementation.

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Requirement: In one of our recent projects new field type: Customer is being utilized in Case entity (It is available out of box). There was an additional need to be able to query case entity on the basis of Customer field type.

Note: For customer field type, I had written a blog a while back describing this field type :

Customer field type

Solution:

Following code can be used to query on the basis of customer field type:

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Requirement: In one of the recent queries that came across to me, Advanced find needed to be disabled for all the users in the Dynamics 365 except for System Administrator.

Solution: There are multiple possible solution one may think and apply. The best practice will be to try to convince the customer against such a customization and utilize Read privileges for restricting access to entities as needed on the basis of Security roles. However, if still there is client requirement like this we can achieve it as below:

1. Add Application ribbon under Client extensions in a solution and then open this solution in XRMToolbox, Ribbon Work bench 2016:

2. Add results_16 and results_32 png images as web resources and keep them ready as follows in the solution:

3. Add a new button into the application ribbon and give it label as Result and under command put the command name for Out of box Results button. Under Image 16 and Image 32 put the web resources created in Step 2.

4. Hide the out of box ribbon button for Results.

5. Add a display rule – where permission is only available to Admin and not for other security roles as per your requirement and hit Publish. .

Note: Keep out of box button as is for Results, as it is not good idea to customize this buttons and may need to be required from Product upgrade perspective.

Lets see this in action now:

For Admin:

For Non-Admin:

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

In continuation to the past blogs that I have been writing to solve some of the scenarios encountered during solution to administration area related problem. This one is a sample of the code that is required to assign user to a Business unit.

Following request can be used:

SetBusinessSystemUserRequest request
= new SetBusinessSystemUserRequest();

request.BusinessId = BUGUID;

request.UserId = USERGUID;

request.ReassignPrincipal
= new EntityReference(“systemuser”, USERRECORDID);

SetBusinessSystemUserResponse response =
(SetBusinessSystemUserResponse)service.Execute(request);

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Requirement: In one of the recent requirements, it was required to create multiple BU (more than 1000).

Solution: Business unit is also an entity in Dynamics 365 and can be imported. Follow below steps to import multiple BU

1. In this example we will create multiple BU’s under the BU’s highlighted in the screenshot:

2. Take an excel sheet and mark the Business unit name and Parent Business unit name:

3. Navigate to Settings->Data Management->Imports and click on Import Data:

4. Choose the excel sheet saved and Click on Next:

5. On Next step, Click the next button again:

6. Select Default on the Data map screen and again click Next:

7. Map entity name as Business unit on this step and Click Next:

8. Review the mapped fields and Click on Next:

9. Review mapping summary and Click on Next:

10. Review the summary and click Submit:

11. Navigate to Settings->Security->Business unit after some time and Notice that required BU have been created:

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Dynamics 365 has introduced multi select option set field. In one of the recent requirements, it was needed to open a form with pre-set values for multi select option set field.

Following steps are required:

1. For example, Contact entity has a Multi select option set field called Category which has values as following:

2. Following URL can be triggered to open the contact entity form with set values for Category field with A,C and D:

/main.aspx?etn=contact&extraqs=dyn_category%3D%5B1%2C3%2C4%5D&pagetype=entityrecord

3. The dynamically generated URL can then be opened using window.open method to open CRM contact form with pre-set values for multi select field:

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Requirement: Bulk assignment of Business unit to multiple users on demand is required in case of Dynamics 365 administration requirements based on some fields on User entity.

Solution:

In case your requirement is just to bulk update Business Units, Change Business Unit button can handle it on Users grid:

In this solution, we are not going through condition based BU assignment but similar can be achieved by changing the simple workflow demonstrated in this solution. However, this approach can be used when more complex BU assignments are required

Create an on-demand real time workflow to solve this need without the need of code.

1. Navigate to Settings-> Processes and Create New Process. Select entity as User and category as Workflow:

2. Set Scope to Organisation and select Check box for as an on-demand process. Add an step for Update User as below:

3. Click on Set Properties and Select Business Unit. In this example, Marketing Business unit is selected and put up:

4. Save and Activate the workflow. Next navigate to Settings->Users and select the intended users. Then, Select Run workflow. Notice that current Business Unit for Alan Jackson is set to Service:

5. Select the workflow for Update BU and select ADD:

6. Next pop-up will come to apply the workflow. Click OK:

Result: Alan Jackson’s BU will be updated to Marketing.

Note: In similar way with combination of right view filters and workflow conditions, automatic bulk assignment of BU can be handled.

There are other ways also to achieve the solution required and suggestions from your experiences are welcome in the comments section 🙂

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Dynamics 365 training completed for Delhi. Thanks to the cool Delhi audience.

Happy 365ing!

Dynamics 365 training in Mumbai completed. Thanks to the wonderful audience.

Happy 365ing.