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Tag: Dynamics365
Dynamics 365 – User Permissions
Users don’t log in Dynamics 365 if they don’t have at least one role assigned
Enter Dynamics – Advanced Settings – Security – Users
Select the user with the flag on the left: at the top “Manage roles” button
Roles
- System administrator (the user who can do everything)
- Dynamics 365 App for Outlook user
- Sales Professionale Manager
Dynamics 365 – custom field
From Dynamcs 365, go to Advanced Settings.
In Advanced Settings, Customizations select Customize System. In the menu on the left, under “Entities”, look for the entity you want to personalize. Navigate to the form where the new field is needed.
Under “fields” press “New” to insert a new field. The name of the field must be specified. At this point Dynamics creates “its” name for your field. For example if you named it “Origin”, Dynamics creates the name “new_Origin”. I advise you to modify it with something more specific referring to the entity you are working on: for example “new_Origin_Lead”.
You can select the type of field. If you want to have a drop-down menu displayed with a choice you have to select “option set”. Here you can create your own set of options but we advise you not to; if you create your set here, it will only refer to this field in this entity and it will be impossible to bind this field to another similar field in a different entity. To do this you need to bind the field to an existing option set, ie a set of options that can be used in different entities. Dyamics already has its very complete set of options, which can be integrated. The customization mask is always used to manage the option sets; under the heading “Entities” you will find the heading “Option Sets”.
Map fields between different entities
You can map attributes between entities that have an entity relationship. This lets you set default values for a record that is created in the context of another record
Fields can be inherited by different entities during a transformation. To do this you need to do a mapping of the fields. In the customization mask, select the entity you want to work on and select the type of relationship (1: N – N: 1). Now select only the customizable relationships with the drop-down menu at the top. Double click on the relation whose mapping you want to modify. In the menu on the left select “Mapping”. Press on New and select the starting and destination fields.
Documents
Customization in Dynamics 365 App for Outlook
Using Dynamics 365 App for Outlook, it is possible to create new information from Outlook or link the email to existing information. In Dynamics 365 information is collected in entities (Lead, Contact, Account, Invoice, etc) but not all entities are visible through Outlook. Let’s see how to add them and remove those that don’t interest us:
Add the entity to the list of entities which are enabled for Categorized Search
From Dynamcs 365, go to Advanced Settings.
Go Settings > Administration and then select System Settings.
From the System Settings menu, select the General tab and scroll down until you find the section on Categorized Search. Click “Select”.
In Advanced Settings, Customizations select Customize System. In the menu on the left, under “Entities”, look for the entity you want to add to the Outlook search, for example Orders.
There must be the following settings:
Power Apps
- Sign in to Power Apps.
- On the left nav, select Solutions.
- Select the Default Solution > More Commands > Edit.
You will now see a new menu on the left with all the objects managed in Dynamics. Click on App. Select the ‘Dynamics 365 App for Outlook’ option to open up the App Designer. Once in this window, select ‘Add’ followed by ‘Entities’ to pick which entities you wish to include going forwards and then complete the addition by including all assets oe removing them.
Save your changes and publish the customisation
Documents
- https://docs.microsoft.com/en-us/dynamics365/outlook-app/limitations-when-customizing-app-for-outlook
- https://www.advantage.co.uk/intelligence-hub/tips-and-tricks/how-to-filter-dynamics-365-entities-within-the-dynamics-365-app-for-outlook
- https://www.htcrm.com/dynamics-365-app-for-outlook-add-entities-to-the-list-of-new-records/
Install Dynamics 365 App for Outlook
Set the default synchronization method
From Dynamcs 365, go to Advanced Settings.
Go Settings > Administration and then select System Settings.
Select the Email tab, and set Process Email Using to Server-Side Synchronization.
Select the Email tab, and set Process Email Using to Server-Side Synchronization.
Enable mailboxes
In Advanced Settings. go Settings > Email Configuration and then select Mailboxes.
Select the mailboxes.
On the command bar, select APPROVE EMAIL and then select OK. On the command bar, select APPROVE EMAIL and then select OK.
Verify configuration
Double click on mailbox. If the set up is successful, the configuration Test Results section will change from Not Run to Success.
Provide security role access
In Advanced Settings. go Settings > Security and then select Users
Select the users from the list and then select Manage Roles. Select the Dynamics 365 App for Outlook User security role to the users and then select OK.
