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Power BI in Dynamics 365 Finance & SCM Multiple PowerBI.com solutions are available for application environments in D365 Finance & Commerce. The below standard PowerBI.com solutions are available in the Shared assets library of Lifecycle Services (LCS) Actual vs budget Cash overview Compensation and benefits Cost accounting analysis Credit and collections management Employee competencies and development Financial performance Fixed asset management Organizational training Practice manager Production performance Purchase spend analysis Recruiting Sales and profitability performance Vendor payments Warehouse performance Workforce metrics Note: This blog doesn't refer to the details of each of the solutions. Most of the PowerBI.com solutions in the above list have been embedded in analytical workspaces in recent versions. Using analytical workspaces eliminates the need to download these solutions from the Shared assets library in LCS.  ...

Switch from Unified Interface to legacy webclient  1. Click on setting icon. 2. Click on Advanced Security. 3. Navigate to Security -> Administration -> System Settings 4. Navigate general tab -> Use the new unified interface only section 5. Enable only the Unified interface = NO & click on OK Switch from legacy webclient to Unified Interface 1. Navigate to Settings -> Administration -> System Settings 2. Navigate general tab -> Use the new unified interface only section 3. Enable only the Unified interface = YES & click on OK

User Management in Online instance Enable users To enable a user, assign a license to the user and add a user to the security group that is associated with an instance of Customer Engagement apps.  If a disabled user needs to be enabled, a new invitation must be sent for the user to access the system. Disable users To disable a user,  Remove a license from the user or  Remove the user from the security group that is associated with an instance of Customer Engagement apps.  Note Removing a user from the security group doesn’t remove the user’s license.  If the same license needs to be available to another user,  the license must first be removed from the disabled user. Important Removing all security roles from the user prevents the user from signing into and accessing Customer Engagement apps. However, it doesn’t remove the license from the user and the user remains in the list of the enabled users in Customer Engagement...

User Management Assign a security role to a user Security Roles Security roles control a user’s access to data through a set of access levels and permissions.  The combination of access levels and permissions that are included in a specific security role sets limits on the user’s view of data and on the user’s interactions with that data. Default Security Roles  Dynamics 365 for Customer Engagement apps provides a default set of security roles. If required, we can create new security roles by editing one of the default security roles and then saving it under a new name. Multiple Security Roles  A user can be assign more than one security role. The effect of multiple security roles is cumulative, which means that the user has the permissions associated with all security roles assigned to the user. BU Specific Security Roles Security roles are associated with business units. Only those security roles that are associated with the business un...

User Management Microsoft 365 admin center is used to create user accounts for every user who needs access to Customer Engagement apps.  The user account registers the user with Microsoft Online Services environment.  In addition to registration with the online service, the user account must be assigned a license in order for the user to have access to the service.  Microsoft 365 admin center can be accessed only by those users who have the roles of  either "User Management Administrator" or "Global Administrator". CRM Notification while adding a new user Create a user account & Assign license to the user account The system generates a user ID and temporary password for the newly created user account in the Microsoft 365 admin center. Although the password is temporary, it is advised that we should copy the information to send to the user through a more secure channel, such as from an email service that can digitally encrypt the contents....

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Install/Remove Sample Data. 1. Navigate to Setting -> Data Management. The following screen appears. 2. Click on Sample Data. If the sample data is already installed, the following screen appears. Click on Remove Sample data to remove sample data from the system. If the sample data is not installed, the following screen appears. Click on install Sample data to install sample data from the system.

Free 30 day Trial Microsoft Dynamics 365 Customer Engagement Account Creation  Steps: 1. Navigate to  http://trials.dynamics.com/ 2. The below screen appears. Click on Sign up here. 3. The following screen appears. Enter the details. You can use your personal email id. 4. Click  Next. The following screen appears. Enter the details. 5.  Click on Create my account button. The following screen appears: 6. Enter you phone number to validate your account. An OTP is sent to your phone. Enter the OTP and click Next. 7. The following screen appears. It may take some time for Set up button to appear. Click on Set up. 8. The following screen appears.  9. Click on the module that you require. I have selected All. Then choose the currency. I have the default currency(US Dollar) and default language (English) selected for my instance. Click on Complete Setup. 10. It takes a couple of minutes to compl...

Hi All, When we delete the managed CDS solutions from the D365 Sales instance, the D365 instance doesn't get reverted back to its OOB state. We will notice that Create Invoice Button is missing from the Order form. And Submit Order button still remains present on the order form. The issue is because of the "IsSOPIntegrationEnabled" attribute setting on  Entity "organization" . When the CDS solution is uninstalled for integrating Sales and Fin Ops systems, the following changes are still present: 1. Boolean Attribute IsSOPIntegrationEnabled on Entity "organization" sets to true. 2. ‘Create Invoice’ button on the Sales Order ribbon is replaced with a ‘Submit Order’ button 3. ‘Submitted Status’ fields on the Sales Order entity is enabled. D365 Sales instance can't be changed back to its OOB solution by UI configurations or customizations. The only solution to revert back the CRM instance to OOB solution is by making code changes. Plea...

Prospect to Cash  Scope of Synchronization 1. Products are maintained in Finance and Operations and sync them directly to Sales. A Price List has to be configured in Dynamics 365 Sales before synchronization. 2. The following sales life cycle takes places in Dynamics 365 Sales.       Leads Creation -                   Leads are generated in Dynamics Sales.        Accounts/Contacts/Opportunity Creation -                   Upon qualification of Leads; accounts/contacts/opportunity are created in Dynamics 365  Sales. Accounts are maintained in Sales and sync them directly from Sales to Finance and Operations. Contacts are maintained in Sales and sync them directly to contacts or customers in Finance and Operations.       Quotes Creation -                  ...