Monday, May 21, 2018

Microsoft Dynamics 365: How to Set Up Your Free Trial

As you get ready for UG Focus this week you should set up your CRM Trial. This is a great way to play with the new tools and features you are learning. However it can be a little bit confusing when you first create a trial so let's walk through it step by step.

Where to Go
Start at the Dynamics Trial Site. This has you put in your email to get started. If you do not have a "work email" (it will stop you if you try to use @gmail) there is a separate Developer Trial Site. This will not validate the email so it is very helpful if you do not have a work email currently or if your work already uses Office 365 / Dynamics Online.

Fill in your details and click next. You can use whatever Organization Name you like just don't go too crazy as this will be part of your CRM URL.

You will have to include a real phone number to verify your account before it's created.

Save This Info
As your trial is created it will take you to a page of information to save. This includes the Office Portal Link and the username you just created (also don't forget your password!). I would also recommend you save the actual address of the trial site once this is created. It is much easier to go right there and login then navigate through Office 365.

Record your details and then click Set up.

Important Details

I Want it All!
Choose which pieces you want to include in your trail. You can pick all or nothing or anything in between.

Almost there
Choose your options. Click "Complete Set up" and wait patiently.

You did it!
Now you are in your trial! This includes any modules you requested and even sample data to play with. Save this URL for future use, it should look something like this: https://<YourOrgName>.crm.dynamics.com/main.aspx (at least as of May 2018).

You can navigate to this link directly and login with your credentials or access through Office 365.

Ready to use!


Opening From Office 365
If you lose your direct link or want to look at some of the administration features in Office 365, here is how you do it:


  1. login at Portal.Office.com (Remember from the information to remember page)
  2. This will show you the list of apps you have, click on "Dynamics 365"
  3. Be confused for a moment because you are not yet in your trial. Do not click "Take a Quick Tour" even though it is tempting, front-and-center box.
  4. Click on one of the Apps listed (see screenshot)
  5. You are in your trial!

  
Click on one of "Your Apps" to access the Trial

Adding Additional Users
Add Users
More than one person can use your trial. If you are not used to using CRM Online, it might surprise you to know that users need to be created from Office 365 not inside of CRM. To do that:

  1. Navigate to Portal.Office.com and login (or go back to that tab from our last adventure)
  2. Select the "Admin" app
  3. Under the Active Users area select "Add a User"
  4. Enter in the user details and choose which licenses you want them to have (i.e. Make sure "Dynamics 365" is turned on so they can login to your trial)
  5. Send out the username and password you created to your new users!

I hope this helps! Good luck on your Dynamics 365 journey!

Friday, May 18, 2018

Microsoft Dynamics 365 Workflows: Panel Discussion Series

Next week, I will be presenting at CRMUG Focus in Indianapolis on Workflows! To get prepared for this I have been reviewing the webinar Panel Discussion Series: Getting Started with Workflows. This was a great session where Malcolm McAuley hosted with a panel of  Abraham Saldana, Gus Gonzalez, and myself. This is a quick session of the best tips when getting starting creating workflows.

The session started with each panelist sharing their top tips. Abe discussed the importance of using synchronous workflows, only make a workflow Real-time if absolutely necessary. I talked about the need to map out all your logic first and test your workflows in a development environment (or if necessary using User Scope or run on demand). Gus shared the importance of using child workflows as well as how you should always start with a check condition (even when you think you don't need one).

The topic of Child Workflows came up several times on the workflow. Some of the benefits are:

  • Break up large workflows into manageable chunks
  • If the workflow needs to be edited, you can deactivate the child to make the edits and the parent will still fire. The parent will wait for the child to be active and then keep running. If this was just one workflow, anything that should have triggered the workflow would not while it was inactive.
  • If there is a wait in your workflow, you want to separate the logic after the wait into a child so that you can always use the most recent logic. (See more on this in my Workflow Settings blog)
Malcom asked the group what was one of the first "gotchas" when working with workflows. Both Gus and Abe mentioned previous limitations with performance and issues with real time workflows (reminder: use only when necessary). Additionally Abe talked about being careful with Wait conditions in your workflows and being aware of other options outside of workflows. I also mentioned the need to review your security. Don't just trust out of the box security roles! Some people may have access to create workflows that you would prefer did not.

We also spent some time discussing workflow documentation. Each of us use different tools (Excel, Visio, OneNote) to capture the details. The theme was to make documentation a priority and if possible, start at the beginning. Create your documentation when you start then you can just add to it instead of needing large-scale documentation efforts.

I would also recommend using Advanced Find to review your processes. This allows you to pull in details like if it runs on demand, on create, trigger fields, etc. This is a good place to start with your documentation. Then you can also navigate to specific fields and "Show Dependencies" to see which workflows they are included in. I use this when changing the Display Name for a field, then you can see which workflows might need updated wording too.

Finally, Gus mentioned how extensible workflows are. There are Actions which can be built once and available to use with any entity and there are Custom Workflows. There are several Custom Workflow solutions available for free (Ultimate Workflow Toolkit, Workflow Elements) or, like Abe, you can write your own and use on future projects.

Workflows are a very powerful tool and can greatly streamline your system! Just be careful and learn from these tips so you can build the best processes possible.

How do you use workflow? Any other tips to share?

If you liked these tips make sure you watch the full recording and check out the other Webinar Recordings on CRMUG!

Thursday, May 17, 2018

Microsoft Dynamics 365 Tools: Level Up Extension

Accessing Level Up
I don't want to spoil the upcoming Panel Discussion Series: What's your Favorite Tool (or if you missed it look at Webinar Recordings) but I want to talk a bit about the Level Up Chrome Extension!

How to Install

Menu when on a List view
Open up Chrome and go to the Level Up Chrome Extension. Add to Chrome.

How to Use

Now whenever you are using CRM, you will see a little rocket light up on your tool bar ribbon. Click this to expand and see all the things you can do. You will notice that the features available are different when you are in a list of records versus within a particular record. I will talk about a few of my favorite features.

God Mode

God Mode allows you to bypass any requirements of the form. It will set all fields to not-required and make all read-only fields editable. This allows you to do some data changes that you might want to prevent users from doing.

Note: There is nothing about this tool that is restricted to administrators. So this is something you do not want to share with your users because it gives them way more power than is necessary.
Menu when on a record

Show Logical Names

When looking at a particular record, you can click "Logical Names". This will show the schema name next to the field on the form. This allows you to quickly grab this data or grab a screenshot of the section you are working with.

I find this particularly helpful when working with our developers or data team. They know where they see the field but need to know how to find it in the database and I can provide this data in just a few clicks.

When done, you can click "Clear Logical Names" and get back to working.
Show Logical Names

Show Option Set Values

Similarly to viewing the Logical Names, you can view the "Show Optionset Values". This will show all drop downs with their numeric value next to the text label. This is super helpful to grab these values quickly instead of clicking through each one in the field properties.
Show Option Set Values

In addition to these features you can do things like grabbing the link to a record or copying the GUID of the record. Lots of great time saving items.

Have you used Level Up in your implementation? What's your favorite feature?

Tuesday, May 15, 2018

Advanced Find Tip: Using the Wildcard

Hopefully you are already aware of the power of using the wildcard in Dynamics 365 searches. This allows you to use a * to represent any number of characters. So if you do not know what a name starts with you could search for "*smith" and get results for all records that contain "smith" not just start with it. Similar to a "contains" search in Advanced Find. 

However, you may have turned on Full Text searching. When using Full Text Searching, all of your searches are like wildcard searches (but a bit better) so you can quickly forget about the power of the wildcard.

But wait - you can use the wildcard in Advanced Find! Of course, you would not want to use it in the case above ("*smith") because you could use a contains search. Think of instead an example where you knew some of the characters at the beginning (but not the first characters) and some towards the end. How could you accomplish this in Advanced Find?

I used this recently when searching for Notes. The Notes in question contained a timestamp in the format of 00:00:00 which was different from other notes (that I wanted to exclude) with a format of 00:00. I wanted to return the Notes that had included the seconds value in the Note title.

To find this I can search for Notes where the Title contains "*:*:*"! This found the notes I was looking for perfectly!

Also Pro Tip: Try to narrow down your Advanced Finds as much as possible especially when dealing with entities with a large volume of records. In this case, I knew the notes I was looking for were all created after a certain date so I could use that to shrink the universe of records I was searching before heading to the results.

How do you use the *Wildcard*?


Monday, May 14, 2018

Microsoft Dynamics 365 Solutions: Intro and Panel Discussion

If you missed this webinar a few weeks ago it is time to watch the recording!

CRM Solution Management Introduction and Panel Discussion

In this 1 hour webinar Patrick Wright (Richmond, VA Chapter Leader), Todd Mercer (Ottawa, Ontario, Canada Chapter Leader), Aiden Kaskela (Reston, VA Chapter Leader and MVP) and myself (Washington, DC Chapter Leader) talk about everything you need to know to get started with solutions.

Patrick kicks us off explaining what a solution is and a bit about the difference between managed and unmanaged.

Then I explain what you can add to a solution and how to do that.

Todd educates us on change management and the steps to export your solution from one environment and import it into another.

Finally, Aiden goes deeper into the Managed vs Unmanaged discussion and provides some scenarios to consider.

We spent the rest of the time answer questions from the audience and sharing our tips. I hope this is beneficial for you. What other solution questions do you still have?

Friday, May 11, 2018

Upcoming events for Microsoft Dynamics 365 Users in Washington, DC

It's time to talk more about the awesome Microsoft Dynamics CRM Community in the Washington, DC area! There are several great chapters in the DMV and there are great meetings coming up next week.



The week after is CRMUG Focus in Indianapolis! If you plan to attend, we will also have a dinner meetup to network with other local attendees.  

Learn more and RSVP here: DMV Chapter Focus Meetup 

To make Focus even more exciting, several of your DMV Chapter leadership teams will be presenting, make sure to add these sessions to your schedule: 

  • Wednesday May 23 8:30 AM – Workflows: Flexing your Administrator Muscles! - Kylie Kiser, DC Chapter Leader 
  • Thursday May 24 3:00 PM – Building Dynamics 365 Bots with Azure Bot Framework and LUIS – Michael Ochs, DC Chapter Team; Aiden Kaskela, Reston Chapter Team  

Then later on in the summer we will be having a Summer Social at a National's baseball game. Details are still being finalized, so register and watch the community for updates: CRMUG Washington DC Summer Social 

Finally, we are also having a Regional Chapter Meeting in August. This will have attendees from the DC, Reston and Richmond chapters. The full day event will feature many great speakers and great networking. Save the Date for August 15!

I hope to see you at some of these events!

Wednesday, March 28, 2018

Microsoft Dynamics 365 Business Rule Steps

Business Rules in Microsoft Dynamics 365 are a very powerful tool. They allow administrators to create the effects of form scripting without needing to know JavaScript (or as it is usually in my case, educated copy and paste :) ). So let's talk about what can be done with Business Rules.

Getting Started

Business Rules are created within a particular entity or can be done from within the form. When creating you can choose the scope of the business rule to be: Entity, All forms, or a specific form. Entity means this rule will be applied from all data entry points (forms, imports, API, etc.). All forms will mean that whenever data entry is occurring from the form these rules will be applied. If you choose a specific form then the rule will only apply when that form is used.

Components

Here are the steps that can be done via Business Rules:

  • Condition: If statement. Allows you to specify when the next actions should occur. You can have multiple conditions one after each other but you cannot put a condition after another type of step.
  • Recommendation: New in 8.2 and example to follow. This allows you to notify users of a recommended change. It does not force them to make the change but shows the expected change and can apply it for the user.
  • Show Error Message: Present an error message to the user. While error message is onscreen the user cannot save changes. So make sure this message explains what to do to fix.
  • Set Default Value: Set the value for any field from that entity. Change is made on-screen for the user. This can be set to a specific value or to the value of another field.
  • Set Field Value: Set the value for any field from that entity. Change is made on-screen for the user. This can be set to a specific value or to the value of another field or the field value can be cleared. So that is similar to Set Default Value and the difference depends on when you expect this action to occur (see this blog from PowerObjects to clarify).
  • Set Visibility: Show or hide fields on the screen. If you hide all fields in a section, the whole section will be hidden.
  • Lock/Unlock: Set fields to read-only or back to editable.
  • Set Business Required: Change field requirement level between Business Required and Not Required. Great to use when you want to make sure fields are required based on a specific type or category.
Recommendations

The Recommendation functionality is very interesting as it allows you to encourage the users to do something without forcing the change. So exceptions can still be allowed.

In your business rule you will choose the Condition when this recommendation will apply as well as the message details to display to the user and the change you want to occur.

  

Then when that condition is met an idea icon shows up next to the field the Recommendation is on.


If users click this icon, they will see your defined message.


Then they can choose to "Apply" your recommendation and make the change automatically. Or they can click "Dismiss" to ignore your suggestions.


This Recommendation functionality has lots of potential uses and can be used in combination with other Business Rule steps.

How do you use Business Rules? Any cool solutions?