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:

image

Or you will see in your logs on Power BI:

image

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/

image

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?

image

Read the rest of this entry »

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