With the GDPR deadline coming on May 25th, 2018 it is important to understand that not only organization from EU need to pay attention, but rather all organizations having any kind of business with EU.

For generic GDPR details see the GDPR Portal at https://www.eugdpr.org/

Microsoft has been doing quite a bit of work to help organization with compliance. Here’s a good overview video on Microsoft’s commitment to GDPR.

Furthermore, the Trust Center has some good information also:

https://www.microsoft.com/en-us/TrustCenter/CloudServices/dynamics365/GDPR

https://www.microsoft.com/en-us/TrustCenter/Privacy/gdpr/default.aspx

And most recently, the Microsoft 365 team has posted an information protection strategy to help with GDPR here:

https://blogs.office.com/en-us/2018/02/22/microsoft-365-provides-an-information-protection-strategy-to-help-with-the-gdpr/

While you’re at it, grab the whitepaper also:

https://info.microsoft.com/ww-landing-GDPR-M365-Whitepaper-WhitePaper.html

GDPR is as much about technology as it is about human processes.

Is GDPR affecting your business? Are you prepared? Need help?

UPDATE: The issue has been resolved. If you still encounter issues, open a support ticket.  

Message:
OData: The feed’s metadata document appears to be invalid. Table: Subject.

 

If you’ve been working with Power BI and pulling data from Dynamics 365, you might have encountered an issue with the OData connection. This applies when connecting to Dynamics 365 either using Power BI, Excel, or even when using the Power BI content packs for Sales Analytics and Customer Service Analytics. You will either get the following error when using Power BI or Excel:

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Or you will see in your logs on Power BI:

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This is a relatively recent occurrence (first I’ve encountered it was on Feb. 07, 2018), and it does not affect all environments. It’s been identified as a known issue and logged on the Power BI support site at

https://powerbi.microsoft.com/en-us/support/

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Waiting for the next update on a resolution.

One common question when embracing Cloud is the ability to have a hybrid scenario. And with Dynamics 365, the question translates into “Is there a hybrid deployment model?”

The short and dry answer is NO. But, there are some aspects to consider that can make it an overall hybrid solution.

Let’s first look at the supported deployment models for Customer Engagement. Read the rest of this entry »

We’ve all done it in the past, where we started tinkering with the navigation, filtering entities based on permissions, removing entire areas from the navigation, and tinkering with user roles and hiding aspects of the platform.

Well, welcome to a new world of apps. What started with mobile, where “there’s an app for that”, now find it’s home in Dynamics 365 CE also. Microsoft gave us the tone, with the Sales and Customer Service apps, and gave us the tools to roam free.

We can now use the very visual App Designer to create our own very specialized apps. And the beauty, it follows the same configurable model as any other configuration on the platform.

NOTE that, while you have the ability to configure new apps in both a solution file or directly in the core solution, you should really try to stick with using solutions.

Read the rest of this entry »

With all the focus on the Dynamics 365 Customer Engagement naming, the split into Dynamics 365 for Sales and Dynamics 365 for Customer Service, with or without Marketing, and all the licensing implications and additional functional packages, this is a question that came out of the blue and caught me a little off-guard. While I’m still working on a few on-premise instances, all the licensing discussions lately have been around the online model. As such, maybe I haven’t paid enough attention to versioning for on premise, my bad.

Read the rest of this entry »

While Relevance Search was added on version 8.2 of Dynamics 365 at the end of 2016, it came as part of a recent discussion when a SharePoint resource asked me about something similar to the old Search Server (MSS) or SharePoint Search, but in CRM. Namely, he was asking about the ability to have result filters based on specific record properties. Remember this?

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Read the rest of this entry »

As we’ve looked at CDS in these previous articles Creating your first Common Data Service (CDS) database and How to import .csv data into CDS, let’s bring it back home and see one way to bring data from your Dynamics 365 Customer Engagement into CDS. We’re looking at Flow now.

We can use Flow for both importing and exporting data with CDS. In addition, we can use it for both standard and custom entities. As for sources, the list of connectors is continuously growing. What does that mean? We can actually synchronize data between various application using CDS.

Note that, while we’re doing this, we’re following a typical scheduled ETL flow. This is not a synchronization service. One of the biggest differences is the fact that no deletes are supported. We can create records, update records, but have no ability to capture delete.

Read the rest of this entry »

It’s been a while since I’ve actually done any administration, and I just had a question stump me for a second: How can I determine which roles have a specific privilege? Well, the question was a little more specific, but this pretty much captures the idea.

Leveraging the out of the box functionality, this can an intensive process, especially if you have a rather larger number of custom security roles. And since you should be creating your own custom roles, this is the case in larger implementations.

Luckily I vaguely seemed to remember reading about something like that not too long ago. And it was in the context of the XrmToolBox. This had grown over the years into a nice collection of tools, sort of like the “Swiss army knife” for xRM. Once you get one, the next model is thicker, with more features.
Read the rest of this entry »

As we’ve seen in the previous articles on How to work with Power BI in Dynamics 365 for Sales and Service as well as How to work with Power BI in Dynamics 365 for Sales and Service–Part 2, we can leverage the existing content packs to simplify our data presentation for the Sales and Service modules in Dynamics 365. And that works fine if your requirements conform to what’s already built in those content packs. But most of the time that’s not necessarily the case.

Let’s have a look at how you can work with Dynamics 365 Customer Engagement data in Power BI from scratch. We’re going to be doing this from Power BI desktop. If you don’t have it installed on your machine, grab it from the Microsoft Store or from here.
Read the rest of this entry »

As we’ve seen in the previous post, getting content from Dynamics 365 for Sales or Service into Power BI is a relatively easy task when leveraging the Content Packs created by the great guys at the Power BI team.

Now, with the content packs in place, let’s go back to our Dynamics 365 instance and bring the data with a nice lipstick on.

First off, you must enable Power BI visualizations.

Go to Settings > Administration. Here open System Settings and on the Reporting tab, enable Power BI visuals.

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Read the rest of this entry »

With the obvious impact that Power BI brings to data analysis and visualization, Dynamics 365 Customer Engagement stands to benefit from a few pre-packaged features available.

Not only we can bring CRM information onto Power BI, but we can also easily present Power BI elements inside Dynamics 365. So, it’s a win-win situation.

To make things easier for us all, the great guys at Power BI sat down and created two specific Content Packs for Dynamics 365 for Customer Engagement. They are the Sales Analytics for Dynamics 365 and the Customer Service Analytics for Dynamics 365.

Sweet, this these content packs in place, a Dynamics power user can start creating their own personal dashboards in CRM and share them with the team. This is where the beauty is, as you don’t need a developer or administrator involved once the content packs are made available.

Of course, you will want to leverage the support of your Power BI specialist to configure and extend the content packs to better fit your business, but once that’s done, Bob’s your Uncle. Read the rest of this entry »

Gone are the days when you had to write scripts to generate a multi-select on a form in CRM. The platform now offers out of the box the MultiSelect Option Set.

You add it just like any other form field, and you define it just like any Option Set.

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What you get for that is a nicely blended in control that allows selecting multiple values.

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You can have a virtually unlimited number of options, with up to 150 options selected. That is quite an unreasonable long list of choices, but it’s good to know that there is a maximum cap on selection. Don’t ever try to use that many though, for obvious usability reasons.

And you can use this control on not only forms, including the main form, and the quick create and quick view forms, but you can also include this control on grids. So, if you add it to an editable grid you get the option to perform a multi-select right in the grid.

Read the rest of this entry »

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Configuring and Extending Dynamics 365 Customer Engagement

Configuring and Extending Dynamics 365 Customer Engagement

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Getting Started with Dynamics 365 Customer Engagement

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Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations

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Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

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Microsoft Dynamics CRM 2016 Customization - Second Edition

Microsoft Dynamics CRM 2016 Customization - Second Edition

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Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

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Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

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Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

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