Dynamics 365 CRM Archives

Top 10 Reasons Why Node js is better?

August 19, 2022

by Lavish Kanugo with No Comment Dynamics 365 CRM

Reading Time: 7 minutes

A web application framework plays a critical role in determining the functionality of a web application. The new technological advancements usher us with a number of frameworks to aid us in efficacious high-speed development. One of the frameworks that have grabbed the attention of developers and business owners alike is the Node js. Ever since its introduction Node. Js has received massive support.

It is not only the technology developers who are affirming but global enterprises like Netflix, Uber, eBay, Group on, PayPal, and Yahoo are also banking upon it.

Wondering why node js is better and how exactly it aids in web development? Let’s talk about the same and dig into its bottom line ahead in this article.

10 Reasons to choose Node.js framework for web application

1. Increases Speed and Efficiency

Powered by Google Chrome’s powerful V8 engine, Node.js is unparalleled when it comes to computing speed and efficiency. It works by converting the JS code into native machine language which eventually speeds up the operating mechanism. The framework efficiently caters to web development prerequisites by offering faster and more flexible development of network applications.

It can run parallel connections to deliver maximum output. Additionally, this suite follows a single-threaded and asynchronous structure ensuring none of your work is hindered due to any input/output operation. This means critical actions needed in web development such as reading or writing to a database or file system can be performed quickly with Node.js.

2. Excels in Real-Time App Development

One can say with certainty that today’s users desire real-time interaction with one another. Real-time chats, gaming, social networking updates, and other online activities require real-time communication between users, clients, and servers.

However, building a real-time application is difficult because it necessitates quick and persistent I/O for client and server communication. This is when node js is used to quickly construct multi-user real-time online applications such as chat and gaming apps. Node js enables developers to create event-driven real-time web apps without having to worry about low-level sockets and protocols.

The multi-user feature of the app is handled by the web socket protocol’s event loop. It functions on TCP and prevents HTTP overload. Node js also includes a non-blocking asynchronous structure that makes it possible to create real-time applications quickly and effectively. Thus, Node js enables these Real-time apps to be compact, scalable, manageable, and usable.

3. Hosting

Node.js hosting is becoming more and more prevalent as Node.js for web apps grows in popularity among developers. Particularly, Platform-as-a-Service (PaaS) vendors like Heroku, Nodejitsu, and Modulus are endorsing node deployments to be performed with just one command and without any barriers. With NodeJS hosting, you may cut the number of servers needed to host the application in half and decrease the page load time by around 50%.

One of the biggest business social networking sites, LinkedIn reportedly encountered a significant boost in its capacity to handle increasing mobile traffic by switching to node.js. The company saw a 10x reduction in the number of their servers it was using, from 30 to 3. Sounds magical, right?

4. Facilitates the Micro-service Architecture

Node.js is a wonderful option for microservices architecture because it is a lightweight technology solution. Microservice architectures are the division of an application into separate, autonomous services. Rapid communication between microservices is necessary, and one of the fastest tools for data processing is Node.js.

Hence, greater flexibility is made possible by separating the application functionality into smaller modules, or microservices. As a result, it is far simpler to build new microservices on top of the ones that already exist than it is to incorporate new features into the core functioning of an app.

NodeJS is useful for developing such designs since it can handle multiple requests concurrently. Therefore, Numerous microservices can communicate with one another at once, with messages being simultaneously received and responded to.

This architecture enables apps to be written, managed, operated, and tested independently, sparing you the risks associated with the infrastructure.

5. Data Streaming

Node.js handles I/O requests quickly and effectively, as is common knowledge. This function is applied by Node.js for online data streaming as well. Although HTTP requests and responses are viewed in a traditional framework as discrete events, they are data streams.

Node.js effectively handles data on it and performs actions using these streams. Thus, what a node js developer should know is that they can encode audio & video files while they are uploading. In comparison to other data processing techniques, it takes less time.

Applications can handle massive amounts of data while operating more quickly and utilizing less memory. As a result, I/O operations are greatly simplified by the use of Node.js streams.

6. Stimulate Sharing

As an integrated technology, Node.js includes a shared repository of configurable modules and features. The Node Package Manager (NPM), which has more than 60,000 modules, is a trusted tool for both developers and designers.

It enables developers to update, modify, or reuse codes with extraordinary ease. Additionally, it also assists designers in creating excellent arrangements. As a result, the Node.Js package management can be regarded as a reliable tool for developers & designers.

7. Omnipresence

Due to the widespread use of Node.js development services, JavaScript is now widely used everywhere, from browsers to servers. The Node.js framework for web applications can be used in a variety of ways and the code often behaves similarly regardless of where it is used.

The developers can easily move the functionality created for the browser to the server if the business sees the need to do so. They can accomplish this through the use of code migration.

8. Effective web applications with a Single Codebase

Node.Js is already proving its value as a paradigm-shifting technology. It is because it can create JavaScript servers on both the server and client sides. Due to this, it is simple to automatically communicate & synchronize data between these two locations, saving developers’ time and efforts. The source code will be clearer and more unified as Javascript is the only language utilized on both sides. Additionally, the developers will be employing the same naming scheme, techniques, and practices.

If you’re wondering how does node js server work in this scenario, the answer is rather simple. Whenever the server code is modified, it is immediately evident on the client-side. Along with this, the webpage that exhibits this data upgrades itself without being prompted. So when it comes to creating quick, scalable network apps, Node js excels.

9. Proxy Server

One of the numerous advantages of NodeJS, the most popular server-side JavaScript framework, is that it may function as a proxy server for multiple services. It can be as a result of the services having varying response times or due to their collection of data from multiple source points. This could be a result of a lack of infrastructure where you’ll have to deal with server-side software. The software may manage resources owned by third parties, compile data from various sources, or save videos or photos.

This could be simplified with the following example – Assume there is a server-side application that interacts with resources from outside sources. It gathers data from several sources, stores videos or pictures, or both. If the organization does not already have a proxy infrastructure in place or needs to develop this solution locally, Node.js can be utilized as a proxy in this situation.

10. Increased Productivity

Node.js programs are written in JavaScript which can be used for both frontend and backend development. This benefits the enterprise by warding off the need to manage different teams to work on the frontend and backend code, separately. Thus, this minimizes the inter-silo dependencies while facilitating unhindered smooth functioning between the frontend and backend teams. As both these teams work together in harmony as a single unit they can work more efficiently to generate more viable outputs. In addition, this also reduces the number of developers needed to work on a project. All this transforms into appreciable productivity enhancement.

PayPal, the leading e-wallet company leveraged Node.js to build its web application which resulted in a 50% reduction in the use of its estimated resources and time duration.

Key Takeaway

Node.js is truly a game-changer technology. It is equipped with all features necessary for building high-performance real-time web applications. Hence, there is a clear reason why Node.js has grown in popularity and continues to amass attention. The framework has evolved with its community and technological advancements and still, it continues to show signs of progress.

If you have been fascinated by Node.js and looking for the best node js development services with a proven track record, stop by Moreyeahs. Contact us today for innovative, futuristic solutions!

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Top 10 Reasons to Choose Dynamics 365 (2021)

December 8, 2021

by admin with No Comment Dynamics 365 CRM

Reading Time: 3 minutes

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.

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What is Dynamics 365 Finance and Operations?

June 3, 2021

by admin with No Comment Dynamics 365 CRM

Reading Time: 2 minutes

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 Dynamics 365 Services, reach out to us now. Our certified consultants and developers will answer your queries and provide the required solutions.

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What is Microsoft Dynamics 365 Remote Assist?

May 28, 2021

by admin with No Comment Dynamics 365 CRM

Reading Time: 2 minutes

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.

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What is Dynamics 365 Business Central?

May 21, 2021

by admin with No Comment Dynamics 365 CRM

Reading Time: 2 minutes

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 dynamics 365 business central 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.

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

April 18, 2020

by admin with No Comment Dynamics 365 CRM

Reading Time: 3 minutes

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

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:

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

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

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How to optimize automation using Azure DevOps

February 29, 2020

by admin with No Comment Dynamics 365 CRM Microsoft Azure

Reading Time: 3 minutes

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.

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.

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.

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

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. 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. All these features going to provide ease in the development process and help develop more effective softwares.

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Installation and Configuration of Omnichannel – Part 2

February 15, 2020

by admin with No Comment Dynamics 365 CRM Omnichannel

Reading Time: 3 minutes

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.

Go to Microsoft 365 admin center.
Go to Billing Section in the sidebar and click on Purchase services.
Search for power bi. You will get multiple Power BI services. Select Power BI (free). (You can also opt other options for more features).

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.

6. Now go to the Admin center and assign this license to a specific user.

PROVIDE DATA ACCESS CONSENT

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

Go to https://go.microsoft.com/fwlink/?linkid=2070932 for data access consent URL.
Sign in using Global Tenant Admin credentials.
Select the checkbox Consent on behalf of your organization.
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.

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.

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.

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

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.

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.

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installation process of Dynamics 365 CRM

Installation and Configuration of Omnichannel – Part 1

February 12, 2020

by admin with No Comment Dynamics 365 CRM

Reading Time: 3 minutes

I am creating a blog series of posts to help people for installation and setup Omnichannel for Customer Service in CRM D365. I hope these might serve as useful blog posts for everyone.

So, let’s begin with the Installation and Configuration of Omnichannel in CRM D365.

THERE ARE SEVERAL PREREQUISITE ITEMS THAT ARE NECESSARY IN ORDER TO DO THIS, WITH SEVERAL STEPS.

The Customer Service Hub needs to be installed on the environment within the tenant.
The Omnichannel Hub needs to be installed.
There needs to be a PowerBI license assigned to the users (Will cover in Installation and Configuration of Omnichannel – Part 2).
Data Access Consent needs to be accepted (Will cover in Installation and Configuration of Omnichannel – Part 2).

THERE ARE TWO OPTIONS TO SIGN-UP FOR A FREE 30-DAY TRIAL OF CHANNELS:

Channels trial through https://trials.dynamics.com/
Channels trial through Microsoft 365 admin center (For more info Click Here )

I’ll configure Omnichannel using the first option. You need to install the Omnichannel Hub in order to be able to access it.

Step 1: Get a Dynamics 365 trial instance, to sign up for a trial account Click Here.

If you already have a Dynamics 365 trial instance, then go to Step 2.

Click on Sign Up Here button and then a pop up will appear to choose for partner or Microsoft employee option.

Continue with the signup option.

Fill all the required details to create an account.

When your setup will be completed, you have to select the required options (Also you can select “All of these” options) as you can see in the below screenshot.

Step 2: After Completing the Setup open Dynamics 365 Administration Center. Under the Application Tab look for Omnichannel for Customer Service App.

Oh! Wait… What? I didn’t find that.

You may be lucky to get the option of Omnichannel for Customer service to configure. If you find that then jump to Installation and Configuration of Omnichannel – Part 2.

Note: Many of us don’t get this option as Microsoft suggests in its documents as you can see in the above screenshot. Even though you will get Omnichannel Administration and Customer App along with Customer Service Hub in Apps as given in the below screenshot.

Umm…Something is not right. Don’t worry, we can solve this issue as well. It is mandatory to follow the below steps to configure it properly.

Step 3: So, in order to get the Omnichannel option in the Applications Tab, you need to follow below steps:

Go to https://trials.dynamics.com/
Select the ‘Customer Service’ option and fill your existing credentials.

It will redirect you to another page with confirmation that you have an existing account. Now Click on the Sign-in button to proceed.

Click on Ok, Got it button.

You can see the screen for setting up…

Once setup has completed, Go to Application tab inside Dynamics 365 Administration Center.

Now you can see the Omnichannel for Customer service.

This Blog is getting bigger, so we will continue with the configuration and remaining setup for Omnichannel in the next part of the blog series. Visit Installation and Configuration of Omnichannel – Part 2 for more details.

I hope this blog series 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.

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SharePoint Integration with MS CRM D365 Portal

January 23, 2020

by admin with No Comment Dynamics 365 CRM Knowledge

Reading Time: 3 minutes

Today I tried to Set up SharePoint integration in MS CRM Portal. As usual, I selected Enable option in the confirmation window. It will enable the portal to communicate with SharePoint. While the SharePoint integration is being enabled, the portal restarts and will be unavailable for a few minutes and a message will appear when SharePoint integration is enabled.

But when I clicked on the enable option, I got the message asking for Azure AD consent as given in the below image.

To work around this issue, follow these steps:

PRE-REQUISITES:

The CRM user needs to be an Office 365 Global Administrator to be able to access the Office 365 Admin center and thus enable the SharePoint integration with MS Portal.
The integration between Dynamics CRM and SharePoint should already exist.

BELOW IS THE STEP BY STEP EXPLANATION OF HOW TO ACHIEVE THE INTEGRATION.

Step 1: Go to Microsoft 365 admin center and select Azure active directory.

Step 2: Go to Azure active directory -> Select App Registrations -> Click on Microsoft CRM Portals.

AAD Admin Center

Step 3: Click on API permissions, so will find all the permissions list as you can see in the below image that some permissions are not granted. To remove them click on remove permission option.

Step 4: Click on Add a permission button and then click on SharePoint.

Step 5: Click on the Delegated Permission option and select all the permissions you required.

Step 6: Don’t forget to grant admin consent, it will take some time to enable on API Permission page.

Step 7: It will add the required SharePoint permissions, respectively. You will also be redirected to provide your consent for the changes to be made in the Azure AD application.

If you do not provide your consent:

Enabling or disabling the SharePoint integration will not be complete and an error message will display.
Your out-of-the-box Azure AD login on the portal will not work.

Step 8: Now go to PowerApps Portal Admin Center and click on Enable option again as we have done in the initial stage.

It will ask for permission as mentioned in step 8. Click on the Accept button. Now a message will appear when SharePoint integration is enabled successfully.