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Today i am going to share my experience on particular situation where some of the users emails communications being tracked in dynamics, the outlook will show “Tracked to Dynamics 365” alert.

If you want to untrack emails for individual users, simply you need to make the “incoming emails to None”.

so that the users “Dynamics 365 App for Outlook will be deleted for that user.

Today i am going to share on how the Microsoft Dynamics 365 Team Member License capabilities.

let’s gets started.

As you all know understanding the Microsoft Dynamics 365 Licensing Model needs some understanding on how the Full Access Users and Additional Users.

So for now i want to touch base on the Team Member Licensing and upcoming post includes full licensing model,

As many of our customers want to save some bucks on the licensing as some users act like light users( reading only some in most cases and accessing the activities).

Full Users: Full Users are the users who use full extent of the Dynamics 365, Customer Engagement, Finance & Operations. These full users are licensed with a Dynamics 365 Plan or Dynamics 365 Application Subscription.

Additional Users: Users who consume the data and reports from line of business systems.
They are complete light weight users who do tasks like time or expense entry and HR record Updates or be heavier users of the system, but not require full user capabilities.

These additional users are licensed with Dynamics 365 Team Members or Dynamics
365 Operations – Activity SL for Dynamics 365 for Talent and Dynamics 365 for Retail
subscriptions.

The Dynamics 365 Team Members subscription is a named user subscription
designed for users who are not tied to a particular function, but who require basic
Dynamics 365 functionality. This license entitles the user to light weight access
through designated scenarios built into Team Members experience. The Team
Members subscription does not provide access to custom applications and is not
intended for scenarios.

The Dynamics 365 Team Members User SL grants a user access to participate in a limited specific set of functionalities, as defined below, from the applications and plans.

Dynamics 365 Team Member use rights for Dynamics 365 Customer Engagement Plan Applications
The Team Members User SL grants a user the following Dynamics 365 for Sales, Dynamics 365 for
Customer Service, Dynamics 365 for Field Service, 
or 
Dynamics 365 for Project Service Automation
rights for their own use and not for, or on behalf of, other individuals:

(i) Create, view, update, and delete contacts, activities, tasks, and notes access to contacts,
activities, tasks and notes
(ii) Record time and expense for Dynamics 365 for Project Service Automation, and apply for
projects
(iii) Update personal employee information
(iv) User reporting and dashboards
(v) Participate as an end-consumer of Dynamics 365 services such as responding to surveys
(vi) A Team Members application module may not be customized with more than 15 custom
entities available to the Dynamics 365 Team license*

 see further on how the queue items managed

Today i am going to share my knowledge on how to integrate Dynamics 365 with WordPress website and capture the contact us form details as a lead in the Dynamics 365.

Let’s gets started.

Login to your WordPress  Dashboard and click on the plugin  and search for Dynamics 365 integrate with WordPress website…

Your search result will fetch the following result:

Choose the “Contact Form 7 Dynamics CRM.

Once the Plugins are activated, click on the “Installed Plugins” on the WordPress Dashboard then you will see installed plugins like below image:

Then you need to go the WordPress Dashboard and click on the “WPForms” on the left hand side and create a new form:

Click on the Add New button and click on the “Simple Contact Form”

Once you click on the Simple Contact Form you need to drag the fields on to the left hand side of the form.

You can choose the type of field as you like from the “Add Fields” Area like “Single Line of Text”, “Drop down” , “Multi Line of Text” etc..

For example if you choose “Single line of text” and drag it to the right hand side of the Contact form” then you can rename the field as you like according to your requirement.

As you can i have highlighted the fields area and update accordingly and then save the configuration by clicking the “Save” Button on the top right hand corner side.

Let’s move on to the Dashboard and click on the “CRM Entries”

Once you click on the “CRM Entries” then you will need to click on the “Settings” Tab and check the ” Simple Contact Form” as we have designed earlier..and click on the “Save Changes” Button on the same screen that you are currently viewing..

Go back to the Dashboard and click on the Dynamics CRM 

You will need to click on the “Add New Account” Button then you will need to give the Dynamics 365 Credentials :

Account Name,
Dynamics URL : Your Organisation URL
Notify by Email on Errors: You can supply your email address for the error notification.

then click on the “Save Changes” Button on the same screen.

Then click on the “Dynamics Feeds” Tab and select the appropriate fields as shown on the screen below:
Choose the “Dynamics Account”, “Simple Contact Form”, “Choose the Dynamics Object” means the entity you want to send the captured data on the Website Contact us Form such as ACCOUNT, CONTACT, LEAD, CASE entities in Dynamics 365.

Then Map the fields of the Dynamics 365 like company name and email fields and click “Save Feed”..

You can also set some condition when to create record in Dynamics 365 and add any conditions etc.. as shown on the below image:

You can disable automatic export of the captured data into Dynamics 365, Set Opt-In condition, choose the primary key for duplicate validation with email etc.. Update entry and you can add note, finally click “save feed”..

Go to the “WPForms” on the Dashboard and copy the  short code by opening the “Simple Contact Form”,

Then go to the Dashboard and click on the “All Pages” and choose the “contact us” page and insert the short code and update the page..

Finally go back to your website and fill in your contact us form and click “submit” button

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmrit-solutions.com