Dynamics 365 – Sales Hub – Dashboards in Unified Interface Apps

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Dynamics 365 version 9.0 has two  user interfaces now

1 – Web Interface

2 – Unified Interface

Which means, that users have the choice to select, either the classic view (Web interface) or the modern experience (Unified Interface). The Dynamics 365 administrator can also manage this for the users.

Web interface is quite confusing and complex for users, however Unified Interface is simple, intuitive and focused. Unified Interface works like an app and the experience is same on the laptop, tablet and mobile phone.

The experience is unified, means if you are changing a record in Dynamics 365 “Sales – Web Interface”, it will reflect in an enhanced user experience in the “Sales – Unified Interface App”. However, there are certain limitations, that Microsoft is working on.

For example, if you edit the system dashboard “Sales Activity Social Dashboard” in the web interface, the changes will not be completely reflected in the unified interface app.

For more release and limitations, please refer this article:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface#capabilities-not-yet-on-unified-interface

 

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Creating Apps in Dynamics 365

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You can create Apps in Dynamics 365 and manage the user permissions. For example, if you want to give your Sales Team access to only Customer and Contacts, then you can create a “Customer App” and give access to the Sales Team only. But the question is how would you create an app and how would you manage permissions for that app?

You can create Apps in Dynamics 365 and also manage the permissions. I prefer Apps over the web interface, because user gets same unified experience on the mobile and tablet – so why not have the same experience on Desktop also. I find unified experience, far more better than the web interface.

You can see the “My Apps” option under, Settings -> Applications -> My App. Just in case, if you cannot see the option – you can always edit the Site Map and add this url after your instance address “/tools/AppModuleContainer/applandingtilepage.aspx” as a Sub-Area in your Site Map, under Settings -> Applications.

When you open “My Apps”, you can create new apps, manage permissions and edit apps in the app designer.

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How to hide a button in the top ribbon in Dynamics 365 Sales Hub?

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Sales Hub is an app of Dynamics 365, where you can see your Customers, Contacts, Lead, Opportunities and other Sales activity. If a user has access to the Sales Hub, then they can experience the modern view of the Dynamics 365 application.

If you want to hide or un-hide any button or label, on the top ribbon – you can use the same “Ribbon Workbench” from the website -> https://www.develop1.net/public/rwb/ribbonworkbench.aspx, and then:

1 – Download the solution ” Ribbon Workbench”
2 – See the helpful video https://www.youtube.com/watch?v=5_gnIQGLL0M by Scott Durow
3 – Import the solution in Dynamics 365 and then publish it
4 – Create a new solution, say “XYZ” and add existing “Sales” entity

we are adding Sales, because we want to hide a button on the Opportunity form page, say “Recalculate Opportunity”

5 – Now, when you refresh the page of Solutions – you will see the Ribbon Workbench solution on the top bar. Click it, and load the solution

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6 – Under Form, locate the label or the button that you want to hide, and then right click it and click Hide, Voila – its done!
7 – Publish the customisations and go back to the Opportunity Form
8 – The button “Recalculate opportunity”, should be gone
9 – The end.

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How to remove GUID from a folder name in Dynamics 365?

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When you enable SharePoint integration with Dynamics 365, then you can store documents in SharePoint and these documents will be visible in Dynamics 365 under that particular record. For example, if you create a new Customer “ABC” and you open its “Document” folder. There will be some GUID in the name of the folder like this “ABC_8a56d1a4-4e3a-4fd3-9fd7-9588431a1ac0”. In order to remove the GUID, you can follow below steps: I have tried these steps and it works.

1 – Open a browser and install the OrgDB solution, from this website https://github.com/seanmcne/OrgDbOrgSettings/releases
2 – The name of the solution is “OrganizationSettingsEditor_8.0_Managed_1.0.1806.2602.zip”
3 – Now open your Dynamics sandbox instance, and import this solution. Settings -> Solution -> Import. Then publish the solution
4 – On the same Solutions page, open this solution by double clicking it
5 – Locate the “CreateSPFoldersUsingNameandGuid” and then click the “Add” link, then “Edit” and then change the Current Value from true to false

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6 – Close the solution
7 – Publish the customisation
8 – All done

This will publish the customisations. Now if you click the “Document” of any record, it will create a folder name without the GUID. This will happen, only for the new Document folders. For old folders, you can manually change the name of the folder.

 

No Sandbox instance in 30 days Trial of Dynamics 365

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When you opt for Dynamics 365 trial software, you get only one Production instance. You don’t get a sandbox or a test instance.

You can change the name of the free production instance to Sandbox, but it remains your production environment. This happens in the 30 days free trial period of the Dynamics 365 Customer engagement plan.

Once you purchase the license and the subscription, then you get two instances – one sandbox and the other production.

Happy Dynamixing

Fast Track Program for Dynamics 365

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Fast Track program is a Microsoft’s free program, that offers a partnership between customers and Microsoft. When you purchase a certain number of licensed users, then you become eligible for this program. This Fast Track Program is free. In this program, a Microsoft Technical Consultant would come to your office and run workshops on Dynamics 365, and do the technical talk. This usually runs for 10 days. The Technical Consultant comes from one of the MS Partners, and the partners get paid directly from Microsoft, through the CSP Portal.

This is good for customers, if they really want to get on board.

However there is an eligibility criteria for customers. They need to have minimum 250 Dynamics 365 Users.

Reference:Dynamics 365 Fast Track Program

Eligibility: Microsoft Fast Track for Dynamics 365

Product offering: Dynamics 365

Minimum seats Eligible SKUs, Apps, or Plans
250 combined eligible App or Plan user subscription licenses Dynamics 365 for Sales
Dynamics 365 for Field service
Dynamics 365 for Customer service
Dynamics 365 for Project service automation
Dynamics 365 Customer Engagement Plan
Dynamics 365 Plan with a commitment to implement Sales, Field Service, Customer Service, or Project Service Automation apps
20 combined eligible App or Plan user subscription licenses, or the equivalent Dynamics 365 Unified Operations Plan
Dynamics 365 Plan, with a commitment to implement the Finance and Operations app

Note: 2.5 device subscription licenses are considered the equivalent of one Finance and Operations user subscription license