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Archive

Archive for July, 2019

Office 365 Groups + Dynamics 365

In Dynamics 365 online, records can be owned by ‘Office 365 Groups’. Refer my previous article and following are quick notes.

  • The administrator can create Azure AD group teams that are associated to the Azure AD groups in each of the Customer Engagement and Common Data Service environments and assign a security role to these group teams.
  • When members of these group teams access these environments, their access rights are automatically granted based on the group team’s security role.

If you notice, to get the benefits of AAD group ownership, Users must have assigned ‘Dynamics 365 Customer Engagement Plan’ license.

What if the User don’t have ‘Dynamics 365 Customer Engagement Plan’ license. For example, when a sales team has a major opportunity requiring input from several people who don’t have access to Customer Engagement apps.

Office 365 Groups provides a single location to share documents, conversations, meetings, and notes.

Office 365 Groups can be enabled for any entity.

Install Office 365 Groups solution:

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  • Install ‘Office 365 Groups’ solution.

TG_8

Enable entities for Office 365 Groups:

  • Connect to your Dynamics instance.
  • Go to Settings -> Office 365 Groups
  • Add required entities.

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Create Office 365 Group:

  • Make sure users must have ‘Office online’ license and Mailbox configured.

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  • Create a Group and add the Users.

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  • Users get notifications in their Outlook web app
  • From Outlook, Users can click on ‘Discover’ to explore more available groups.

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  • Also a new SharePoint Sitemap collection gets created for each Group, which allows Users to share documents.

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Use Office 365 Groups from Dynamics App:

As we enabled ‘Office Groups’ for ‘Account’ entity

  • Open any account from Dynamics App.
  • From sitemap, click on ‘Office 365 Groups’
  • You can either ‘Create a new group’ or use an existing group.

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  • Once the configuration is completed, you can start Conversation and share documents which would be available for all members of the group.

T15

🙂

 

 

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Working with Azure Active Directory (AAD) Groups in Dynamics Customer Engagement

July 6, 2019 1 comment

In Dynamics 365 online, along with ‘Owner’ and ‘Access’ type, following types have been introduced in ‘Teams’.

  • AAD Security Group
  • AAD Office Group

T1

With these new ‘Team Types’, records in Dynamics 365 can be owned by AAD Groups.

Lets understand what is Azure Active Directory (AAD) group and what’s the significance of making AAD group as owner of a Dynamics record.

  • The administrator can create Azure AD group teams that are associated to the Azure AD groups in each of the Customer Engagement and assign a security role to these group teams.
  • When members of these group teams access these environments, their access rights are automatically granted based on the group team’s security role.

Create AAD Group:

  • Make sure you have Office 365 account (Subscribe to 30 days trail here)
  • Connect to Microsoft 365 Admin Center using Office 365 credentials.
  • Create Users and assign ‘Dynamics 365 Customer Engagement Plan’ license.

T2

  • Now connect to Azure Active Directory Portal
  • Create a new Group of type ‘Office’ and add the Users.
  • Copy the ‘Object ID’ which we need in next steps.

T3

Create Team of type ‘AAD Office Group’:

  • Connect to Dynamics instance
  • Navigate to Settings -> Security -> Teams -> New
  • Select ‘Team Type’ as ‘AAD Office Group’ and paste the AAD Group ‘Object Id’ copied in above section.
  • Save and assign a role.

T4

Access the Dynamics as ‘AAD Group’ Team Member:

As we created a AAD Group and a Team in Dynamics App with ‘Sales Manager’ security role, it’s time for ‘Test User 1’ to access the Dynamics Application.

  • Login to Dynamics Application as ‘Test User 1’
  • Post login, Dynamics App greeted me with ‘You need a Microsoft Dynamics 365 security role to continue’ message.

T5

  • From the message, its clear that Dynamics App expecting ‘Test User 1’ to have a User level Security role and not honoring the Team level Security Role which he is member of.
  • We can resolve this issue by assigning ‘Sales Manager’ role to ‘Test User 1’ which means for every User of AAD group we have to on-board by assigning them an individual security role.
  • But we can make ‘Test User 1’ access Application with out assigning a Role, as we got a cool ‘Member’s privilege inheritance’ feature introduced in ‘Security Role’.

‘Member’s privilege inheritance’ in Security Role:

  • Navigate to ‘Settings -> Security -> Security Roles’
  • Open the ‘Sales Manager’ security role.
  • Change the ‘Member’s Privilege Inheritance’ to ‘Direct User (Basic) access level and Team privileges‘ and Save.

T6

  • Refresh the Dynamics application, ‘Test User 1’ can access the records and application.

T7

  • By setting ‘Member’s Privilege Inheritance’ to ‘Direct User (Basic) access level and Team privileges‘ makes the ‘Sales Manager’ role as both User role as well Team role.
  • This feature eliminates the need of AAD Admin to assign User level roles to individual group members.

Assign Records to ‘AAD Group’ Teams:

  • We can assign the record to ‘AAD Group’ Teams similar to ‘Owner’ Teams.

T8

🙂

 

 

D 365 Managed Solutions – Delete Components from target instance using ‘Stage for Upgrade’ option

Assume that you have exported and imported a Managed Solution ‘A’ from DEV to TEST. The solution ‘A’ has 2 entities (E1 and E2) and got imported to Test instance.

Now, because of a change in requirement, you no longer required E2 entity and need to delete that from TEST instance.

How would you delete E2 using Solutions approach?

With ‘Upgrade Solution’ behavior of ‘Managed Solution’ (Refer flow below), solution components only gets updated but not the deletion of the components.

Sol_12

And the answer to this is ‘Stage for Upgrade’ option of ‘Managed Solutions’.

Lets take following scenario to understand it better

  • DEV instance has an entity ‘Interest Rate’
  • Export a Managed solution with ‘Interest Rate’ entity from DEV and import to TEST.
  • Delete the ‘Interest Rate’ entity from DEV
  • Prepare a Managed solution and import to TEST using ‘Stage for Upgrade’ option.
  • ‘Interest Rate’ entity should get deleted from TEST

Below is my TEST instance which has managed solution by name ‘Loan Management’ got installed with ‘Interest Rate’ entity.

Sol_1

Steps to use ‘Stage for Upgrade’ option:

Below are the usage steps of ‘Stage for Upgrade’ option.

Export Solution from DEV:

  • Connect to the DEV instance and delete the ‘Interest Rate’ entity.

Sol_2

  • Increase the version number of the ‘Loan Management’ Solution and export as Managed Solution.

Sol_3

Import Solution to TEST:

  • Connect to TEST instance and click on ‘Import’ solution and make sure versions are different.

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  • Click ‘Next’
  • Select ‘Stage for Upgrade’ checkbox and click ‘Import’

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  • Up on successful import, As a last step, you would get ‘Apply Solution Upgrade’.

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  • Don’t click the ‘Apply Solution Upgrade’ yet as we need to check few things.
    • Note: You can always click ‘Apply Solution Upgrade’ and complete the upgrade. I refrained to do as I want to explain more.
  • Close the ‘Import Solution’ wizard.
  • Now on TEST instance, go to Advanced Find -> Interest Rate and you will still get the entity and data. Which means the Upgrade hasn’t happen yet.

Sol_7

  • Lets complete the Upgrade by go to Settings -> Solutions and you will see 2 solutions
    • Solution with ‘_Upgrade’ is Stage solution.

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  • Select the old solution (i.e., Solution with no ‘_Upgrade’) and click on ‘Apply Solution Upgrade’.

Sol_9

  • The process takes time and once completed you would see a single solution with increase in version.

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  • Now, go to Advanced Find -> Interest Rate and you will not get the entity and data.

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Refer this White Paper for more details on Solution Life Cycle Management.

🙂

[Step by Step] Dynamics 365 – Microsoft Forms Pro Survey Solution

Microsoft Forms Pro is an enterprise survey capability powered by both Office 365 and Dynamics 365.

Forms Pro is built on Microsoft Forms, and it offers new capabilities that make capturing and analyzing customer and employee feedback simpler than ever.

‘Forms Pro’ will eventually replaces the existing Dynamics Voice of the Customer Survey

Steps to subscribe:

  • Connect to https://formspro.microsoft.com
    • Either subscribe for a free 30 days trail or alternately you can also use Dynamics 365 30 days trails credentials.
  • Provide your Office 365 Email ID and click on ‘Submit’ to complete registration.

FormsPro_1

Create a new Survey:

Once you completed the subscription, from the FormsPro portal

  • Click on ‘Create a new form’ to configure your survey.

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  • Click on ‘Theme’ to choose the Survey Theme. This is an optional step.
  • Provide the Survey Details like Name and Description.

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  • Next, to add Survey questionnaire, click ‘Add Option’ to add the available control options

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  • I’ve chosen ‘Choice’ control for this simple survey.
  • Fill the Questions and Choices.
  • Click on ‘Preview’ to preview the survey in both Computer and Mobile.

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Send The Survey:

After your survey is ready, send it to your respondents and collect their feedback. You can send your survey in the following ways:

  • Email: Send the survey link by using the built-in email capability.

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  • Microsoft Flow: Configure a business trigger by using Microsoft Flow to send the email.
  • Embed: Embed the survey in a webpage.
  • Link: Copy a link to the survey that you created, and paste it into a shared area.
  • QR code: Send a QR code for your survey.

Respond to Survey:

  • To show how the Survey would render to recipients, I’ve used ‘Link’ option and copied the Survey URL in browser tab.
  • It renders as follows.

FormsPro_6

  • Choose your response and ‘Submit’.

Analyze Responses:

  • Click on ‘Responses’ tab to analyse the responses.

FormsPro_7

Survey Settings:

Click on ‘…’ and ‘More Settings’ to configure Survey settings.

  • To deactivate the Survey (i.e.,Stop collecting the responses) uncheck the ‘Accept Responses’ checkbox.

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  • Deactivated Survey would show up as follows to Recipient.

FormsPro_9

  • You can set the Date range of the Survey.

Entities that get added:

Following entities get added with ‘Form Pro’ survey solution

 

 

Refer this article for more details.

🙂