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Tag: #dynamics365blogs

{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} see Data export performance for Power Apps and Power Automate

uk365guy

Hello Everyone,

Today I am going to show how to see the data export performance for Power Apps and Power Automate.

Let’s get’s started.

Now you can see how the data export performance for power apps and power automate.

Login into www.admin.powerplatform.microsoft.com

Click on the Data Export on the left navigation pane,

Click on the new data export and new window will popup there you can select:

Create an Azure Data Lake Storage Gen2 account to begin exporting analytics data. Go to

www.portal.azure.com

1. Power Apps for adoption, usage, inventory and app metadata, enable tenant-level analytics to ON and click Next.

2. Similarly Power Automate – Adoption, usage, inventory and flow metadata, enable tenant-level analytics to ON and click Next.

Once the connection details provided from the azure portal then the set up will be completed to see the performance of Power Apps and Power Automate.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} set up Microsoft Teams call directly from Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales.

Change the Settings from bottom left corner side from Sales to APP Settings.

Click on Teams Calls and Microsoft Team calls settings will be opened.

You can set up Microsoft Teams so your sales team can call customers directly from Dynamics 365, with seamless integartion and premium options available.

1. Teams calls:

Allow sellers to make calls right from where they work = ON.

2.Answer incoming calls in Dynamics 365 : ON

When customers or leads call, sellers can aswer in Dynamics 365 and keep all the relevant information at hand.

3. Internal calls will ring only in the Teams app, not in Dynamics 365(recommended)

Transfer calls(preview) = ON

Sellers can transfer calls made in Dynamics 365 using one of 3 modes : blind, sale or consultative.

4. Security roles can be enabled for specific roles.

5.Advanced settings

You can select the Dynamics 365 apps for Teams calls.

for example: Sales Hub.

6. Recording with real-time transcription and insights = ON

Which allows sales team gets most out of every call with advanced conversation intelligence capabilities like AI powered insights rich call summaries and more.

Also enable for security roles.

Finally Click Update button.

Microsoft Teams calls set up successfully.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days)

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{How to } Enable Sales usage reports in Dynamics 365 Sales Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to enable Sales usage reports in Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales

Go to Settings on the bottom left corner and change to APP Settings from Sales.

Turn on Sales usage reports to YES, and SAVE.

SALES USAGE REPORTS:

Which provides information about the historical operational metrics and key performance indicators.

– Help your sales managers understand their teams’ operational metrics.

For more information about the sales usage reports click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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