Posts Tagged ‘Dynamics 365’

Sandbox vs Production Instances – Dynamics 365

February 14, 2018 Leave a comment

Other day I got a question around ‘Instance Types’ in Dynamics 365. In this article I am going to provide quick notes around ‘Instance Types’.

What is Instance Type:

‘Instance type’ allows you to categorize your Dynamics 365 instance (i.e., Either Production instance or Test instance).

D 365 - Instance Type

  • There are 2 types of ‘Instance Types’ available in D 365
    • Production
    • Sandbox
  • Production Instance :
    • An Instance of type ‘Production’ is considered as your LIVE environment which was made available to your end users.
    • You cannot perform some admin actions on your Production instances.
    • For example, you cannot reset the instance and you cannot copy an instance to another Production instance.
    • You cannot set ‘Admin Mode’ on your production instances.
    • If you subscribe CRM 30 days trail, you will get ‘Production’ instance by default. You can change the ‘Instance Type’ to ‘Sandbox’ by using ‘Edit’ option.
  • Sandbox Instance:
    • A Sandbox instance is the place to safely develop and test your application changes with low risk.
    • A Sandbox instance type can be your test instance or UAT.
    • As an example, you can Reset (i.e., Becomes Vanilla)/Copy/Delete your sandbox instance.
    • In ‘Sandbox’, its easy to replicate your Production instance by using ‘Copy’ feature.
    • You can set ‘Admin Mode’.

What is an Admin Mode:

D 365 - Sandbox Instance

  • Let’s take a scenario where you want to reset your instance and deploy a fresh build. During this time you don’t want your non-admin users access the instance.
  • With ‘Admin Mode’ turned on, only Users with ‘System Admin’ or ‘System Customizers’ can log-in to the system where as regular users would not be allowed to log-in.
  • With this mode enabled, all asynchronous operations will be cancelled.  This includes workflows, sending email, Exchange sync, and Yammer.

D 365 - Admin Mode

  • You can only place Sandbox instances in administration mode.

Key Points:

  • A production instance is must to get a sandbox instance. To add a new ‘Sandbox’ instance you need to purchase it as additional instance. How to add a new Instance
  • You cannot reset ‘Production’ instance. Workaround is you have to changing instance type to ‘Sandbox’ and reset then switch to Production.

Refer Link to explore more.



Dynamics 365 Data Archival and Retention Tool – MS Labs

February 12, 2018 Leave a comment

Data Archival and Retention is one of the common asks from customers.

Dynamics 365 product offering does not have any native data archival or retention feature, ‘Data Archival and Retention’ solution enables Dynamics 365 users to do archive of required data to COSMOS DB using Azure Services .

D 365 Data Archival

Download the solution from App Source and get started !

App Source : Link

User Guide : Link


Categories: Azure, CRM Tags: , ,

Dynamics Portals – SaaS – Refer helper files in Web Templates

In my portal, I got a requirement to build a ‘Search Screen’, which pulls the data from CRM and render the results.

To achieve this, I configured a ‘Web Template’ with ‘Search Screen’ using HTML and decided to use Data Tables  table control to bind the results.

The challenge is, to use ‘Data Table’ control, I must refer the helper files (i.e., datatable.min.js, jquery.datatable.css) in my ‘Search Screen’ Web Template.

One way to solve is to copy the content from the helper files (i.e., datatable.min.js, jquery.datatable.css) and paste within the Web Template. This is a crude way as the single Web Template size enormously grows and would become unmanageable.

Optimal way:

  • Create a separate Web Templates for Helper files (i.e., datatable.min.js, jquery.datatable.css)
  • Make sure you wrap the script file’s content in <script> tag, while pasting to Web Template.


  • Make sure you wrap the style sheet (i.e., css) files content in <style> tag, while pasting to Web Template.


  • Refer the helper file Web Templates in the ‘Search Screen’ Web Template.
    • Syntax is {% include ‘Your helper file Web Template Name‘ %} 

Refer files 3


  • Using Web  Files is one approach but you cannot attach JScript file to your Web File as the .js file extension is restricted.


The reply address does not match the configured – Azure ADAL and Dynamics 365

December 27, 2017 Leave a comment

I was building a standalone HTML page which retrieves the Account records from Dynamics 365 and show them in a table.

As a prerequisite, I registered the application in Azure Active Directory’s ‘App registrations’.

OAuth Error - 1

Also configured the Application details in my HTML page

var organizationURI = “https://{orgname}”; //The URL to connect to CRM (online)
var tenant = “{Azure Tenant Name}”; //The name of the Azure AD organization you use
var clientId = “{Application ID}”; //The ApplicationId you got when you registered the application
var pageUrl = “http://localhost&#8221;; //The URL of your HTML page in your development environment.

After all the configuration, I was getting below error during the authentication

The reply address “http://&#8230;..” does not match the reply address configured for the application.

OAuth Error

Reason and Fix:

  • There must be a ‘Return URL’ configured with your application URL (i.e., HTML url in my case).
  • To configure the ‘Return URL’
    • Connect to ‘Azure Active Directory’ –> App registrations
    • Select your configured Application
    • Under ‘Settings’, click on ‘Reply URLs’
    • Add your application URL (i.e., HTML url in my case)

OAuth Error - 3

  • Rerun the Application and you should be able to connect and get Accounts

OAuth Error - 4

Refer this MSDN article for step by step to connect via ADAL



Categories: Azure, CRM Tags: , , ,

Configure CafeX Live Assist on Dynamics Portals

December 15, 2017 Leave a comment

In this article, I am going to detail the steps to configure ‘Live Assist’ on ‘Dynamics Portals’.

Those who are not familiar with CafeX Live Assist, Live Assist for Microsoft Dynamics 365 Powered by CaféX is a fully integrated omnichannel (i.e., across mobile and web) solution. It provides Chat, Co-browse features.

Note: As we are going to configure ‘Live Assist’ on Dynamics Portals, make sure you have enabled Dynamics 365 portal solution on your Dynamics 365 instance.

To start with, enable the ‘Live Assist’ solution on your Dynamics 365 online instance.

Enable ‘Live Assist’ solution in Dynamics 365 instance:

You can start your ‘Live Assist’ free trail from ‘App Source’

Live Assist - Set up

  • Complete the suggested steps which installs the ‘Live Assist’ solution in your Dynamics 365 Instance.
  • Once you followed the steps, give it few minutes and you should see ‘Live Assist for Dynamics 365’ solution with ‘Installed’ status.

Live Assist - Set up 2

  • Open your Dynamics 365 instance and you should see the ‘CafeX’ tool bar.

Live Assist - CRM

Enable ‘Live Assist’ on Dynamics Portal:

In ‘Live Assist’ scenario, your Dynamics Portal acts as Visitor site and Dynamics 365 works as receiver (i.e., Agent) site, which means, Portal users initiate the chat which will be addressed by CRM User.

Below are the 2 steps to configure Chat window on your Dynamics Portals which allows your Portals User to initiate the chat.

  1. Copy the chat widget script from CafeX site:
  • Check your email inbox for Cafex confirmation mail with CafeX website URL.

Live Assist - Set up email

  • Navigate to the URL and click on ‘GET STARTED’ tab
  • Click ‘COPY’ button to copy the chat widget script.

Live Assist Prtl - 22. Configure Portal Web Template:

  • Go to Dynamics 365 and open the ‘Header’ web template.
  • Paste the widget script you copied in earlier steps.

Live Assist - Header Template

  • Save the Web Template.

We are done with configurations and it’s time to test the Chat.

‘Live Assist’ Usage steps:

  • Open the Dynamics Portal URL and you should see a “Live Chat” button floating.

Live Assist Portal - 1

  • Click the button and start the Chat.

Live Assist Portal - 2

  • Message from Portal will be instantly delivered to CRM Agent.
    • Note: CRM Agent ‘Live Assist’ Status must be ‘Available

Live Assist - 1


Categories: ADX, CRM Tags: , ,

Organization Insights – Dynamics 365

December 4, 2017 1 comment

What if your customer ask you to provide a report on the No of Active Users,Licenses, Most used entities etc. The answer is “Organization Insights” solution.

Organization Insights for Dynamics 365 (online) provides usage metrics for your Dynamics 365 organization, and tools to help you track and monitor the performance and support issues.

Steps to download and install:

  • Open the browser and login to your Dynamics 365 instance
  • Download the “Organization Insights” solution by click here

Organization Insights 1


Organization Insights 2

  • Click “Agree” and you will be redirected to Dynamics 365 Admin Center “Manage Solutions” page.

Organization Insights 3

  • Give it sometime to get the solution installed
  • After the solution installation navigate to your application (Settings -> Organization Insights)

Organization Insights 4

Organization insights provide below information once you installed:

Organization Insights 5

  • Active Usage Dashboard
    • Provide the details of
      • No of Dynamics 365 users
      • No of licenses are in use
      • List of custom entities that are used most frequently
    • Data in Dashboard updates every hour
  • System Jobs Dashboard
    • Will help us to monitor and troubleshoot workflows
    • Data in Dashboard updates every hour
  • Plug-ins Dashboard 
    • Will help us to monitor and troubleshoot plug-ins
    • Data in Dashboard updates every hour
  • Storage Dashboard
    • Provides a look at storage used by your tenant and instances
    • Data in Dashboard updates every day

Organization Insights - Data Storage

  • API Call Statics Dashboard
    • Will help us to to monitor and troubleshoot API calls.
    • Useful if you have any 3rd party system pull or push the data in to CRM.
    • Data in Dashboard updates every hour

Organization Insights 6

  • Mailbox Usage Dashboard
    • Will help us to monitor email mailbox usage like No of mail boxes, Active email server profiles etc.
  • Download Dashboard
    • Allow us to download the data selected for the date range in an Excel spreadsheet.
    • It provide details like: Most Used OOB and Custom Entities, Most Active Users Performing Operations (i.e., Retrieve/Retrieve Multiple/CRUD operations)

OData Support:

  • Organization Insights supports retrieving chart data through the Web API.

Refer below article for more info:


Manage your Instance Storage – Dynamics 365

December 4, 2017 Leave a comment

In this article I am detailing on

  • How to check the amount of storage organization is using
  • How to increase/purchase Additional storage
  • ways to reduce the amount of storage space

Storage limit depends on the type of subscription you purchase initially. For 30 days trail you would get 5 GB of storage. If you are run out of storage, you can add more.

Monitor the storage:

To monitor the storage consumption

Organization - Total Storage Used

Alternatively you can install “Organization Insights” solution to your Dynamics 365 and monitor the storage in detail.

Refer my article to know more about Organization Insights

Organization Insights - Data Storage

Increase/Purchase Additional storage:

To add additional storage

  • Login to your O365 Account’s Admin Center
  • Billing -> Purchase services

Admin Center - Purchase services

  • Under “Add-on subscriptions” choose “Dynamics 365 – Additional Database Storage”
    • Note: This is not available if you are on 30 days trail subscription.

Reduce the amount of storage space:

We can reduce the data storage by deleting certain categories of data as the need arises, or you can set up bulk deletion jobs to reoccur at set intervals.

A particularly important note is delete the data only if you are sure that it is no longer needed as you cannot get back the deleted data.

Below are the ways to reduce/free the data storage:

  • Delete bulk email and workflow instances using a bulk deletion job
  • Delete suspended workflows
  • Delete Email attachments if they are no longer required
  • Delete Notes with attachments if they are no longer required
  • Delete bulk duplicate detection jobs and associated copies of duplicate records
    • Every time that a duplicate detection job runs, a copy of each duplicate record is stored in the database.
    • Delete by navigating to Settings -> Data Management -> Duplicate detection jobs
  • Delete bulk import instances
    • Every time you perform a bulk import, there is a system job associated with that import.
  • Delete bulk Delete instances
  • Delete Audit Logs
    • Be cautious before deleting, as can no longer view the audit history for the period covered by that audit log.
    • Delete by navigating to Settings -> Auditing -> Audit Log Management -> Delete Logs

Refer below articles for more info.

Manage Storage

Free storage space


Categories: CRM, Dynamics 365 Tags: ,