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Tag: #365blogpostsin365days

Set Advisor Program Preview in Dynamics 365 CE Apps

uk365guy

Hello Everyone,

Today i am going to show how it looks when an advisor program is enabled in your organisation.

Suppose if your organisation is enabled the Advisor Program(Preview) feature in your organisation so when a user from the advisor program logins in then the user will be prompted with a slide whether you want to volunteer to help other makers at your organisation.

The user has to be click the notification as available so makers can contact the user for help when creating Power Apps.

In the settings:

Set the language and time, notification like the newsletter with tips and offers about the power apps, Directories you can choose if you are in multiple organisations.

Advisor Program(PREVIEW) Set the availability and communication method as either email or Microsoft Teams.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} use Distill Web Monitor on Dynamics 365 Apps

uk365guy

Hello Everyone,

Today i am going to show how to use DISTILL WEB MONITOR on Dynamics 365 Apps.

Let’s get’s started.

Suppose you have a requirement to monitor a solution deployment then how do you normally do that by visiting frequently on the browser.

Now with the DISTILL WEB MONITOR you can enable the tool and monitor your deployment on it.

Download tool from here

Open your environment where you want to monitor and click on the distill web monitor tool on chrome browser.

Once you save your selection then the new window will open and you can monitor the application.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} add custom button on the ribbon button on Dynamics 365 CE Apps using XRMTOOLBOX

uk365guy

Hello Everyone,

Today i am going to show how to add custom button to the ribbon on Dynamics 365 CE Apps using XRMTOOLBOX.

Let’s get’s started.

Suppose you have a requirement to add a report to the custom button on the Dynamics 365 CE App.

How do you that?

Open XRMTOOLBOX and connect to your environment and add the solution into it.

Drag the button the menu and give it a name and publish, all changes will appear on the ribbon solution and appear on dynamics 365 CE App, you can add additional functionality to it like open a power bi report with script.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to } generate ribbon metadata in Dynamics 365 CE Apps

uk365guy

Hello Everyone,

Today i am going to show how to generate ribbon metadata in Dynamics 365 CE Apps.

Let’s get’s started.

Suppose you have requirement of issue ribbon command bar often casused by missing or incorrect ribbon metadata.

A button on the command bar is hidden when it should be visible.
A button on the command bar is visible when it should be hidden.
A button on the command bar is not working correctly.

A command checker can help but the system administrator or customizers or makers with permissions can use it.

How to start the regeneration?

You can use the command checker tool to start the regeneration of ribbon metadata.

URL. For example: https://yourorgname.crm.dynamics.com/main.aspx?appid=&ribbondebug=true.

Open your sales hub and place the &ribbondebug=true at the end of the url and then new button will appear on the ribbon(refer to above screenshot).

When you click on the new ribbon button then the regeneration ribbion metadata will be displayed where you can generate metadata and compare it.

When you click on the regenerate ribbon metadata button it will take around 15 minutes to generate

You can check the status of the operation status from the solution history:

Click on the advanced settings > Solution History and Ribbon Metadata Generation Operation.

RibbonMetadataGeneration operation is completed successfully:

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} see sales usage reports on Dynamics 365 Sales Hub

uk365guy

Hello Everyone,

Today i am going to show how to see the sales usage report on Dynamics 365 Sales Hub.

Let’s get’s started.

Login into Sales Hub.

Choose the Sales from settings.

Under the Sales Analytics click on Sales Usage Reports.

Opportunity Usage Reporting:

Opportunity record operations over time, Users Contributing to Opportunity record operations.
Top users creating Opportunity records, Top users updating Opportunity records, Opportunities won, Top users for most opportunities converted.

Lead Usage Reporting:

Lead record operations over time, Users Contributing to Lead record operations.
Top users creating Lead records, Top users updating Lead records, Lead won, Top users for most Lead converted.

Account Usage Reporting:

Account records operations over time, users contributing to account record operations, Top users creating account records, top users updating account records.

Contact Usage Reporting:

Contact record operations over time, Users contributing to contact record operations, Top users creating Contact Records, Top users updating Contact Records.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days.

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