top-ten-reasons-to-choose-dynamcis-365

Top 10 Reasons to Choose Dynamics 365 (2021)

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Ever-changing consumer demands and technology advancements call for modern solutions to grow in this competitive age. Dynamics 365 is one such tool that helps enterprises accelerate operations and achieve long-term goals. Microsoft’s intelligent cloud platform, Dynamics 365, was built to enhance productivity, streamline business operations and accomplish maximum efficiency. Microsoft Dynamics 365 comprises interconnected, modular SaaS (Software as a Service) applications and services that help users transform business activities, manage customers and employees. It’s a highly customizable application that works smoothly with other Microsoft (and third-party) apps.

Dynamics 365 combines the power of both CRM and ERP solutions and offers everything customers require to run a business or enterprise on one single platform. If you’re still thinking Dynamics 365 lacks something or why choose Microsoft Dynamics 365? Here is everything you need to know. Today, we are going to share the top 10 reasons to choose Dynamics 365.

Improved Operational Efficiency

Microsoft Dynamics 365 CRM greatly improves a business’s efficiency through streamlining complicated business processes. Its resilient workflow enables users to automate strenuous tasks and procedures to enhance overall efficiency. Your workforce can automate and accelerate manual tasks through Dynamics 365 workflows.

Zero to Minimal Code Required for App Development

Your team does not need to be proficient in programming to build applications as they can do it easily with zero to minimal code use in Dynamics 365. The platform offers ultimate point-and-click app development using Power Apps.

Targeted Marketing Campaigns

Targeted marketing campaigns are crucial to drawing the attention of potential customers. Dynamics 365 makes it easy to connect and engage with the target audience through target campaigns. It offers an effective marketing automation tool that eases the creation of targeted campaigns, leads, client lists, and analyzing results.

Highly Customizable

Dynamics 365 users can automate rule-based operations over sales, field service, marketing, and customer support through various modules and built-in tools. It allows you to customize the workflows to meet unique needs for particular use cases that pre-built tools usually can’t. Moreover, it provides a flexible architecture, pricing levels, deployment options to modify the platform as per your team size, budget, and KPIs.

Better Communication

Dynamics 365 enhances communication across departments in an organization to speed up processes and boost productivity. Users can filter data easily to get required information quickly and complete tasks within a short period.

Integrates and Works Smoothly with Microsoft Solutions

Microsoft Dynamics 365 users can extend its capabilities through integration to perform extra tasks without implementing a new tool. One of the benefits of Microsoft Dynamics 365 is its flexibility to work smoothly with third-party Microsoft solutions. Users can integrate the entire office 365 suite, Power BI, and SharePoint with Dynamics 365 to perform multiple operations simultaneously.

Maximum Availability

Microsoft Dynamics 365 operates natively on Azure cloud environment and thus offers 99.9% availability. Microsoft Azure is a service created by Microsoft for application building, testing, and deployment through data centers spread across the globe. Businesses can implement Dynamics 365 to ensure uninterrupted services and serve the customer well regardless of their locations.

Improved Customer Service Experience

Users can collect vast amounts of relevant customer information painlessly through Dynamics 365. It analyzes how customers interact with brands, their communities, and much more. Overall, it provides all relevant information about customers that helps your executives understand their needs and suggest the best possible solutions.

Well Ordered Updates

Microsoft Dynamics 365 gets frequent and on-time updates extending its features and capabilities. Microsoft invests enormous amounts of resources in the research and development for Dynamics 365 and releases continuous updates.

Competitive Pricing

Dynamics 365 comes with powerful modules and features to serve each of your business needs. Despite that, Dynamics 365 is comparably low-priced compared to its alternative as users can choose the most suitable solutions and pay only for them. You can choose to pay per user, per month, for selected modules, and no need to pay for utilities that aren’t useful for your organization.

 

Conclusion

Overall, Microsoft Dynamics is an ideal solution to migrate to, if you want to maximize your business capabilities and ensure success. MoreYeahs can help interested businesses and enterprises adopt Dynamics 365 within a short period and in a cost-effective manner. We are a Microsoft Silver Partner company and a team of certified developers and consultants helping businesses pick the best Microsoft solution and achieve business goals. Reach out to us for professional dynamics 365 consulting services now.

Microsoft Dynamics 365 VS Salesforce CRM: Why Dynamics 365 Is Better?

Microsoft Dynamics 365 VS Salesforce CRM: Why Dynamics 365 is Better?

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A Customer Relationship Management (CRM) system provides businesses with a centralized platform to manage contacts, sales processes, improve marketing and customer experience. An effective CRM solution automates tasks, improves workflow, streamlines complex business processes, reduces costs, and boosts sales. Several CRM software are available to implement for your business, such as Microsoft Dynamics 365 CRM, Salesforce, Zoho CRM, HubSpot Sales, SAP Sales Cloud, Oracle CX Sales, etc. However, Salesforce and Dynamics 365 are the most preferred CRM solutions.

In today’s competitive era, it’s crucial to employ a suitable CRM solution that can fulfill your unique business needs and customer relationship management. For businesses that desire to gain maximum efficiency and thrive faster, incorporating a top CRM solution is necessary.

If you’re confused and can’t decide which one to choose among Dynamics 365 and Salesforce, you’ve come to the right place. Today, we’ll compare Salesforce and Dynamics 365 and explain why Dynamics 365 is superior to the Salesforce CRM in many ways.

Deployment

Each business has different requirements that keep changing over time. Some organizations may want to implement cloud-based solutions. Others may opt for on-premise deployment of a CRM solution. Microsoft Dynamics 365 enables users to select the desired deployment model depending on their needs. Microsoft Dynamics 365 is suitable to deploy on-premise, online, and hybrid cloud.

When it comes to Salesforce, users only get a multi-tenant hosting option. Also, it doesn’t have on-premise and hybrid cloud deployment options.

Customization & Extensibility

Microsoft Dynamics 365 outperforms its rivals with its excellent customization and features to extend to meet the changing needs. Dynamics 365 uses programming languages HTML, JavaScript, Silverlight and .Net. Dynamics 365 makes use of a metadata-driven architecture. Thus, users can easily create custom entities and extra system entity attributes. Moreover, Dynamics 365 CRM users can customize views, create workflows, forms, new business entities, forms, and more without coding.

Salesforce here doesn’t offer multiple options to customize and extend its functionality. Users can only use Apex, Salesforce’s proprietary language. Due to limited development and flexibility, it’s challenging to accelerate business processes.

Cost-Effectiveness

Cost management is essential for businesses to cut down unnecessary spending. We believe that investing in CRM software does not have to be costly.

Microsoft Dynamics 365 outshines Salesforce CRM in terms of cost. Dynamics 365 is available at a lower price than Salesforce CRM and offers extra functionalities and features. Moreover, Dynamics 365 provides different plans to serve enterprises with various requirements. There’s an option for customers to implement a few applications or buy Dynamics 365 suite.

Enterprise CRM Suit comprises case management, sales force automation, basic marketing, and customer service. Below are the available plans for Dynamics 365:

  • Customer Engagement Plan
  • Unified Operations Plan
  • Dynamics 365 Plan
  • Application and Offers

On the other hand, Salesforce CRM provides its customers only with sales force automation. Here are a few Salesforce licensing plans according to modules:

Sales + Service Cloud Plans

  • Professional
  • Enterprise
  • Unlimited

Marketing Cloud

  • Email, mobile and web marketing
  • Social media marketing
  • Advertising
  • B2B marketing automation

Sales Cloud Plans

  • Lightning Essentials
  • Lightning Professionals
  • Lightning Enterprise
  • Lightning Unlimited

Service Cloud Plans

  • Lightning Essentials
  • Lightning Professionals
  • Lightning Enterprise
  • Lightning Unlimited

Integration

Another reason that makes Dynamics 365 a champion is its integration capability. Dynamics 365 users can integrate with other Microsoft solutions, including SharePoint, Yammer, Power BI, Office, and Outlook. Microsoft Dynamics Connector allows users to integrate ERP solutions like Dynamics AX, Dynamics NAV, and Dynamics GP.

Integration in Salesforce CRM is limited as it only supports SCRIBE for Data Integration and the app store. Salesforce has limited cross-platform support and inadequate support for Outlook integration. There’s no option to integrate Office 365 and SharePoint.

Support

Microsoft Dynamics 365 has different support options according to your needs, such as self-support and assisted support. On the other hand, Salesforce doesn’t provide consulting on-site.

Users need to connect with the support team through telephone for their queries. However, Dynamics 365 and Salesforce offer 24×7 support.

Final Words

Overall, Dynamics 365 offers several benefits that Salesforce doesn’t. It bestows extended functionalities, economical cost, and more user-friendly interface, a third-party integration facility, etc. Microsoft Dynamics 365, with its features and functionalities, stands out as a superior CRM solution. It improves operational efficiency, boosts performance, and flexibility to meet unique business needs.

If you are an enterprise or business looking for a suitable CRM solution or interested in Dynamics 365, opt for our Dynamics 365 consulting services to find how it can benefit your business. Let’s plan a smooth Dynamics 365 implementation for your business!

what is dynamics 365

What Is Dynamics 365 for Marketing?

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Microsoft Dynamics 365 suite combines Business Intelligence, CRM, and ERP to help companies streamline operations. Nevertheless, for marketing, businesses needed a purpose-built solution. Recognizing the immense necessity, Microsoft added D365 for Marketing as the last piece of the puzzle to the D365 suite.

When it comes to marketing automation and better customer management, Dynamics 365 for Marketing pops into our minds first. The solution has become the most preferred marketing solution globally. Businesses used to rely on third-party services to accomplish marketing goals.

Numerous businesses across the globe already incorporated Dynamics 365 Marketing and experienced increased lead volume, conversions, and marketing ROI. Dynamics 365 Marketing helps companies maximize their marketing capabilities to transform prospects into lasting business relationships.

Let’s find out what Dynamics 365 for Marketing is and what features it offers!

Microsoft Dynamics 365 for Marketing is the first purpose-built marketing automation application that equips SMBs with the necessary tools for successful marketing. The application’s interface is user-centric and thus easy to use. Microsoft Dynamics 365 for Marketing comes with built-in capabilities for customer journey management, email marketing, event management, lead scoring, and landing pages.

Dynamics 365 Marketing Features:

Microsoft D365 Marketing put together extended capabilities to enhance campaign management, increase lead quality and accelerate the conversion process. Dynamics 365 for Marketing is a remarkable tool for organizations that need to perk up their marketing strategies. D365 Marketing caters to both B2C and B2B marketing. Nonetheless, it is much suitable for B2B marketing. Among many, several features of D365 marketing does a great job in making marketing automation super-efficient.

Creative Effective Emails

D365 Marketing users can create emails with graphics elements and online content to boost marketing campaigns. The app has customizable email templates, drag-and-drop design for content creation from beginning to end.

Interactive Customer Journey

Marketing professionals can use its drag-and-drop journey designer to create tailored customer journeys to foster leads. D365 Marketing made it easier to formulate automated, multi-channel campaigns and leverage personalized email messages, launch workflows, and follow-up activities.

Connect and Target LinkedIn Audience

D365 Marketing users can efficiently target the right audience from LinkedIn. The application allows you to import leads generated with LinkedIn’s lead tools to expand your reach and increase conversions.

Event Management

Native event management tools in Dynamics 365 for Marketing distinguish it from its alternatives. Organizations interested in hosting seminars or conferences can utilize its inbuilt tools to conduct such events professionally.

Besides that, D365 Marketing offers analytical tools, allows users to track, score and nurture leads, manage and deliver webinars, and many other activities to improve marketing.

If you want to implement Dynamics 365 for Marketing, seeking professional consultation, reach out to us now. We are a Microsoft Silver Partner company offering Dynamics 365 development services to help SMBs and large organizations harness the true power of Dynamics 365 Products.

powerapps

How Do D365 Power Apps Enhance Business Capabilities?

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Competition is robust and growing consistently. Even a slight decrease in service/product can precipitate an increase in customer churn rate before you know it. Thus, Growth-seeking businesses must leverage proven strategies and cutting-edge technologies to enhance business capabilities, boost productivity and create a compelling value proposition.

Nonetheless, by embracing modern technologies, business owners can streamline operations and workflow to outperform their competitors. Microsoft’s D365 Power Apps is one such solution that can significantly boost agility and solve business challenges of any scale. Developers are now capable of building functional and professional-grade applications through PowerApps. Let’s put our heads together to learn about the benefits of d365 powerapps and how it can enhance business capabilities.

What is Microsoft D365 Power Apps?

Microsoft Dynamics 365 PowerApps is a tool that enables users to create custom applications to resolve rising business issues. Apps built on Power Apps quickly connect to business data located within the cloud, on-premise, and an underlying data platform.

D365 PowerApps has three types that are suitable for development; Canvas Apps, Model-Driven Apps, and Portals.

Features:
  • Single Development Platform
  • Drag-and-drop user interface
  • PowerApps can connect to cloud services
  • Users don’t need to pay separately for Microsoft Dynamics 365 PowerApps since it comes with an Office 365 Enterprise E1 or above subscription.

How PowerApps Enhance Business Capabilities

The App development process is time-consuming and involves numerous challenges, such as budget constraints, IT partnerships, security & compliance, complex processes, time and resource constraints, etc. However, with Microsoft Dynamics 365 Power Apps, users can overcome such development challenges and leverage the benefits of d365 powerapps for building innovative apps.

Microsoft Dynamics 365 Powers Apps solves three difficulties that many businesses encounter—business information proliferation, shortfall of proficient app developers, IT readiness, and application distribution.

Using Power Apps, developers can efficiently build apps that work on multiple devices. It provides users with a visual designer and Microsoft Dynamics stack and Microsoft office alike experience.

Besides, D365 Power Apps comprises several functions that make it the ultimate solution to extend business capabilities. Power Apps is an effective solution to build mobile apps to run on multiple platforms and browsers without elongated development work and higher cost.

As all the mentioned facts suggest, Microsoft Dynamics 365 PowerApps emerges as the best solution to aid business inefficiencies and expand capabilities.

If you want to obtain advantages of d365 power apps and expedite business growth, get assistance from our certified consultants and developers. Reach out to us in case of any queries regarding Power Apps implementation, customization or app development.

finance and operation

What is Dynamics 365 Finance and Operations?

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An ERP system can provide your business a significant boost and competitive advantage. Organizations in construction, healthcare, hospitality can efficiently monitor manufacturing and distribution processes. Enterprise Resource Planning (ERP) software is critical for an organization to execute business operations in a centralized and integrated system. ERP systems use a single database to store all the data so that all departments can analyze and use the same data efficiently.

It’s suitable for medium to large organizations that need to enhance finances and inventory. If you’re wondering what is dynamics 365 finance and operations and how it can automate your business processes, here is everything you should know.

Microsoft offers various solutions to help businesses manage inventory, production, monitor and maintain business operation and grow exponentially. Released as Microsoft Dynamics AX in 2016, Dynamics 365 for Finance and Operations is one such solution that helps businesses manage sales, project management, manufacturing, customer relation, etc. The enterprise edition of Microsoft’s Dynamics 365 Finance & Operations is a widely used cloud-based ERP solution. D365 for finance and operations comes with built-in intelligent features and out-of-the-box functionality. It’s easy to integrate with Microsoft office 365 and a CRM app that lets users work efficiently and undertake any level of complexity.

Dynamics 365 Finance & Operations Capabilities

D365 for Finance and Operations has advanced capabilities that help organizations streamline operations throughout all departments and manage finances and inventory.

  • Microsoft Dynamics 365 for Operations allows businesses to develop a unified platform to manage numerous processes. The solution empowers warehouse management and ensures consistent and timely delivery of products.
  • Microsoft Dynamics 365 for Finance and Operations is a cloud-first solution. However, It’s not limited to Cloud and also works smoothly on-premise.
  • Microsoft Dynamics 365 FNO is an excellent ERP application equipped with modern machine learning that advances financial management and improves cash flow. Businesses can improve finance management with its predictive recommendations and proactive guidance and increase profits.
  • Users can effortlessly analyze system performance and usage to detect issues and accelerate business processes through D365 for Finance and Operation. It provides end-to-end app management and has an intuitive, browser-based user interface that allows users to make quick and accurate decisions.
  • Microsoft Dynamics 365 for Financials integrates logistics covering various sites to diminish operational costs. Also, the program utilizes automated procure-to-pay and order-to-cash methods which streamlines processes. 
  • Microsoft Dynamics 365 for FNO is a highly customizable platform that has visual editors and flexible tools. The program is easy to customize to suit your constantly changing business needs.

How to Deploy Dynamics 365 for Finance and Operations

Businesses and organizations can deploy D365 for Finance and operations at their convenience. D365 for FNO can be deployed on-premise or Microsoft-managed cloud and cloud edge. 

Microsoft licenses Dynamics 365 FNO as two different applications﹘ Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Dynamics 365 Finance incorporates financials, and accounting, project management, and budgeting for large global companies. On the other hand, Dynamics 365 Supply Chain Management comprises manufacturing, warehousing, distribution, and engineering.

If you’re interested in discovering more about Dynamics 365 for Finance and Operations or need expert assistance to choose the best Microsoft ERP solutions, reach out to us now. Our certified consultants and developers will answer your queries and provide the required solutions.

dynamics 365 remote assist

What is Microsoft Dynamics 365 Remote Assist?

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Global businesses and enterprises are now facing challenges to accomplish seamless communication between on-site technicians and remote employees. Technicians on-site and in remote locations frequently encounter difficulties that are beyond the scope of their expertise.

It’s critical for businesses to get such issues resolved as quickly as possible and minimize interruption in business operations. Microsoft Dynamics 365 remote Assist resolves these issues by allowing employees to efficiently collaborate and work together from different locations. With Dynamics 365 remote assist, on-site workers can share the real-time view with the experts to get immediate help when servicing equipment.

If you are eager to know how Dynamics 365 remote assist can improve collaboration and streamline your business operations, then first find out what is Dynamics 365 Remote Assist.

What is Dynamics 365 Remote Assist?

Microsoft Dynamics 365 Remote Assist is an application through which users can make video calls through Microsoft Teams. It’s a unique solution built to facilitate uninterrupted and real-time communication.

Dynamics 365 Remote Assist works on Android, iOS devices, and HoloLens.

Businesses can use Dynamics 365 Remote Assist to improve collaborative maintenance, remote inspections, training, and repair equipment. It eases collaboration between on-site employees and technicians in different locations and allows them to work together and solve issues promptly. Employees can use Remote Assist on either a mobile device or Microsoft HoloLens 2 to work side-by-side with experts.

Dynamics 365 Remote Assist Features

Dynamics 365 Remote Assist bridges the communication gap between the technicians that work on-site and experts. With Remote Assist, on-site technicians can get instant help and guidance to resolve critical issues. Remote Assist provides several features, including:

  • It allows users to make video calls via Microsoft teams for an immediate remote assistant.
  • Dynamics 365 Remote Assist has an annotation feature that enables technicians and experts to capture and remark snapshots during a video call even in low-connectivity scenarios.
  • Technicians can send and receive text messages through Dynamics 365 Remote Assist and experts can revert possible solutions.

Remote Assist mobile app can be integrated with Dynamics 365 Field Service. It enables users to launch the Remote Assist mobile app through Field Service mobile and have call log data loaded automatically within the Field Service work order after the call ends.

Dynamics 365 Remote Assist Benefits

Dynamics 365 Remote Assist facilitates real-time communication among employees and reduces time and cost of travel. Experts can resolve issues without actually going on-site through Remote Assist. Workers and experts can leverage annotation, screenshots, and real-time view of equipment or its particular part to work on instructions efficiently.

Final Words

Overall, Dynamics 365 Remote Assist is an ultimate tool that can make communication among experts and on-site workers fast, productive, and less stressful. If you’re interested in trying Microsoft Dynamics 365 Remote Assist app on your mobile phone, tablet, or HoloLens, opt for a License-free90-day trial or 30-day trial with the license for over 25 users.

Business central

What is Dynamics 365 Business Central?

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Microsoft Dynamics 365 Business Central is a cutting-edge ERP and Accounting solution built specifically for SMBs. Dynamics 365 Business Central was released on April 2nd. 2018 which was the Spring 2018 release. It served a large number of customers worldwide with its extended functionalities and capabilities. Business Central is suitable to deploy on on-prime, public cloud, and private cloud systems.

There is a misconception that Dynamics NAV, Navision, and Dynamics 365 Business Central are different products. However, they are the same product— Dynamics Nav’s new name is Dynamics 365 Business Central, and Dynamics Nav was originally Navision.

Considering that we’ve completely answered to what Dynamics 365 Business Central? Let take a look at what features D365 Business Central offers:

Features & Functionality

Dynamics 365 Business Central is equipped with loads of features to streamline and automate business operations and drive customer engagement. It’s an end-to-end solution that covers sales, finances, operations, and customer services. Businesses that rely on entry-level solutions for accounting and legacy ERP solutions can easily upgrade to Business Central.

Dynamics 365 Business Central allows users to integrate it with Office 365 and other Microsoft cloud services. Although businesses nowadays opt for dynamics 365 for sales, effective financial management, and better customer service, it offers a lot more than that. Let’s discover some other features of Dynamics 365.

  • Dynamics 365 Business Central improves financial management and allows you to track business performance in real-time. Businessowners can safely share data with the account to efficiently control budgets and returns.
  • Dynamics 365 Business Central facilitates instant reporting and accurate analytics for financial management. Users can centralize data across sales, accounting, inventory, purchasing, and customer interactions to get better visibility to business growth.
  • Its real-time data, predictive analytics, and connect processes help business owners make calculated and informed decisions.
  • Dynamics 365 Business Central’s order processing works like a charm. Its updated inventory levels and automated workflows enable users to monitor and manage order processing.
  • You can implement approvals in Dynamics 365 to reduce fraudulent purchases and update a posted bill in your financial management system.
  • The sales process has become faster with Dynamics 365 Business Central’s features. D365 users can connect salesforce marketing together to speed up the quote-to-cash process.
  • Respond immediately to sales-related inquiries, manage multiple ship-to and bill-too addresses per client, including addresses for invoicing and direct shipment.
  • Dynamics 365 Business Central makes warehouse management simple through unifying organizational information, automating operations, connecting workflows and processes. Besides that, it enhances inventory management and helps managers monitor business performance, profitability, and leverage improvement opportunities.
  • With Dynamics 365 Business Central, users can efficiently perform project & resource management to gather essential data to manage budget and measure growth.
  • Apart from the aforementioned features, Dynamics 365 Business Central provides effective contract management, streamlines the production process.

What Sets Business Central Apart?

Dynamics 365 Business Central offers better flexibility of use compared to its alternatives. Organizations can customize it as per their needs. Business Central is one step ahead as it offers low code development options, allowing users to choose suitable modules as per their business needs.

How to Implement Dynamics 365 Business Central?

Small to medium-sized businesses that need to manage their ERP and accounting can leverage Microsoft Dynamics 365 Business Central. However, it is essential to consult Microsoft certified professionals for your business’s smooth transition to Dynamics 365 Business Central.

If you are also looking for an assistant to implement Dynamics 365 Business Central to your business, feel free to reach out to us and connect with our specialists at MoreYeahs. We do not just integrate the product into your business but also ensure you get the maximum benefit from your investment in Dynamics 365 Business Central.

Paper work

How to use Package deployer tool to deploy packages for dynamics 365

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If you are a developer then you must know what is use of package solutions into dynamics. A package solution contains entities, fields, plugins, your application logic code and etc elements. Sometimes we need more than one package to ship to our customers for their functional dependency. Package deployer tool helps to create a single package that can contain multiple packages, master data files, code, and able to contains almost most of the required elements to create a single package on which we can show custom Html to describe details about the package.

 

We can download the Package Deployer using PowerShell from below link

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget

For creating package using visual studio we need package deployer template you can download it from below site

https://marketplace.visualstudio.com/items?itemName=DynamicsCRMPG.MicrosoftDynamicsCRMSDKTemplates

Run the CRMSDKTemplates.vsix to install the template for your visual studio.

After successful installation, create a new project of type CRM Package

New project window

In solution we have PkgFolder, Inside it we have:

Content -folder in which we can configure wizard’s html page to show information regarding package and company.

ImportConfig.xml – Configuration file for mapping data files and solutions.

Here we need to place our configdata and record files as well.

Below is the screenshot:

how to create package in package deployer

To create the data file use configuration migration tool of CRM SDK.

Update ImportConfig.xml by mentioned your files. Place the solution which you like to ship.

Update Html according to your needs.

Now Create one folder and place all the code which you found inside PackageDeployment tool.

Build the solution and copy PkgFolder and dll of the project and paste into newly created folder which has PackageDeployement files

shows package folder file

Run PackageDeployer, add your orgainization credentials and you will get the deployer wizard as below

MY EMS package tool setup wwindow
Ready to install MY EMS package tool page
Reading to MY EMS package installer configuration
executing install actions
executing install actions checklist
installation complete image
Microsoft CRM Reporting

How to optimize automation using Azure DevOps

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In this blog, we are discussing a feature of DevOps by which we can optimize automation. Manual testing is out fashioned yet it is still important but if we work on big projects we always feel the testing phase should be performed rapidly. Here at moreYeahs we are optimizing automation using DevOps.

We are using selenium to do automation for testing of the dynamics CRM project. Using the .net Unit test project we created test cases. Under the TestClasses, we defined TestMethod which is basically test cases. Test Classes categories type of test. For best practice, we should always have some basic test cases which need to be performed each time we create a new build to do further development.

Before doing all these we need to write test cases that contain test steps. Test Steps describe the execution steps and expected results that are documented against each one of those steps. Each step is marked pass or fail based on the comparison result between the expected and actual outcomes.

basic step test

Save test case and copy its id.

Now we need to associate this test to our unit project for it we need to place code on the repository. From the test explorer, we need to associate the test as below.

Save test case and copy its id.
From the test explorer, we need to associate the test as below.

You need to add the ID of the test case created in azure DevOps’s test case.

You need to add the ID of the test case created in azure DevOps’s test case.

You got the link of a test case in ID column which directly opens into azure DevOps.

Here we are ready enough to use one of the most useful features of DevOps which provide true automation. Azure Pipelines is a cloud service that you can use to automatically build and test your code project and make it available to other users. It works with just about any language or project type. Azure Pipelines combines continuous integration (CI) and continuous delivery (CD) to constantly and consistently test and build your code and ship it to any target. Azure Pipeline is its self topic which I will cover on the next blog. Here I would like to discuss the pipeline that will automate the test cases.

Before creating a pipeline we need to create a configuration of test plan in Azure DevOps. The configuration is a platform on which the test code will run. Like which OS to use, which browser to use, etc. All these definitions provided in the configuration.

You got the link of a test case in ID column which directly opens into azure DevOps.

We need to assign a configuration to test suits so suits will use configuration to run its test cases.

The configuration platform

Now we are good to use pipeline’s vsTest task add it into a pipeline and configure it below.

Select test plan from the dropdown, select test suits, select test configuration.

check Test mix contains UI test as it is automation we need to check this.

Save and queue the pipeline and run it

Save and queue the pipeline and run it. you can see real-time logs as tasks are running.

We can get a summary of test cases also we can get logs of fail test cases.

We can get a summary of test cases also we can get logs of fail test cases. All these features going to provide ease in the development process and help develop more effective softwares.

Laptop

Installation and Configuration of Omnichannel – Part 2

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INSTALLATION AND CONFIGURATION OF OMNICHANNEL IN CRM D365

This is the second part of the Installation and Configuration of Omnichannel for Customer Service in CRM D365.

If you are not getting the Omnichannel for Customer Service App inside Dynamics 365 Administration Center under the Application Tab to go to Part 1.

Let’s continue with the remaining part.

PURCHASE POWER BI LICENSE

You need a Power BI license for Omnichannel. It needs to be assigned to users in order to configure Omnichannel.

If you have a Power BI license and already assigned to users, then skip this part otherwise follow the below steps to get Power BI license.

  1. Go to Microsoft 365 admin center.
  2. Go to Billing Section in the sidebar and click on Purchase services.
  3. Search for power bi. You will get multiple Power BI services. Select Power BI (free). (You can also opt other options for more features).
Microsoft 365 admin center
4. During the check-out process, you’ll be prompted for a credit card in Step 3 of the checkout process.
5. Select the option of Invoice to skip credit card details, fill details and click on Place Order button at the bottom. You will get a confirmation message.
Checkout screen
6. Now go to the Admin center and assign this license to a specific user.
Select location screen
PROVIDE DATA ACCESS CONSENT

To allow Omnichannel for Customer Service to read and write data on behalf of users, follow these below steps:

Select Accept to grant data access consent.
CONFIGURE OMNICHANNEL FOR CUSTOMER SERVICE

Step 1: Select Omnichannel for Customer Service in Dynamics 365 Administration Center under the Application Tab, and click on Manage.

Dynamics 365 Administration Center

If you have not provided the data access consent then it will ask you to do. Go to Provide Data Access Consent as mentioned in the above section. After that, you will be redirected to Dynamics 365 Administration Center to manage Omnichannel Instance.

Dynamics 365 Administration Center to manage Omnichannel Instance
Note: As an admin, you can configure Omnichannel on multiple environments (instances). You can view all organization instances where the Omnichannel app has been configured in the Manage Instances view.

 Step 3: Click on Add an org section to set up Omnichannel for the environment. Here you will be asked to select an organization. Select the organization, Check the checkbox for privacy terms and click on purple continue arrow to proceed.
select an organization

Step 4: Proceed with Setup Chat, SMS and Facebook by selecting the required options to enable it. At last, you will see this screen.

Proceed with Setup Chat, SMS and Facebook

Step 5: Now click on the check button to complete setup on the Summary page.

Now everything will be under setup and it will take time (In my case it took hours, after some time you can close it and reopen or refresh it ). Till then you can have a coffee or go for a walk or do your pending work.

When setup will be completed you can see the below screen with all enabled channels.

Now click on the check button to complete setup

In the next blog will be to carry out the Omnichannel configuration within Dynamics 365 for the different channels, which I’ll be going to cover in the next part of this blog.

I hope this will help you to set up the omnichannel inside CRM D365. Please Feel free to ask questions related to it and also post your comments and feedback.