Hello Everyone,
Today i am going to share Dynamics 365 and Microsoft Power Platform release planner documentation site.
Let’s get’s started.
Microsoft Dynamics 365 and Power Platform Community usually look for release documentation area on search engines.
I am going to share the url here
That’s it for today.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today i am going to show to approve email addresses by normal user other than system administrator.
Let’s get’s started.
Normally to approve an email addresses in Dynamics 365 user requries the Approve Email Addresses for Users or Queues Privileges.
System Administrators usually have this role assigned default, so if any other user requires to approve email addresses, system admin’s can assign this Approve Email Addresses for Users or Queues Privileges to their security role.
How to assign manually lets see in action:
Login into Power Platform Admin Center and select an environment,
In the legacy web client in the upper right hand corner, click on Advanced Settings.
Settings > Users + Permissions > Security roles.
Security role and then select the Business Management tab.
Under Miscellaneous Privileges, set the previleges level for Approve Email Addresses for Users or Queues.
Then Approve Mailboxes:
How do you do that?
Login into Power Platform Admin Center, select the environment,
Legacy web client click on advanced settings.
Select Settings > Email > Mailboxes.
Select Active Mailboxes.
Select the mailboxes that you want to approve and then select More commands > Approve Email.
Select OK.
That’s it for today.
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today i am going to share how to enable and open new customer service admin center from Dynamics 365 Customer Service App.
Let’s get’s started.
Normally we used to go to service management section on Dynamics 365 Customer Service from settings and the service management to maintain the SLA’s for customer service for any kind of business. but from April 2023 no longer the admin experience available. so Microsoft recommends that you use the latest Customer Service admin center’s immediately. if you want to continue using Service Management, you must acknowledge that it’s no longer supported.
Once acknowledge is completed you can go for either Open Customer Service admin center or Continue in Service Management
In this case i have chosen the Open Customer Service Admin Center and new window will be displayed see below.
Guided channel setup:
You can configure the define the channel setup for customer service using queues and routing definitions. BEGIN.
Advanced configuration:
1. Set up macros: Which enable agents to perform repetitive tasks efficiently in a fast and process-complaint manner.
2.Set up service- level agreements: Define the level of service or support that your organisation agrees to offer to a customer.
3. Set up email templates: Create consistent, preformatted email messages that agents can use to communicate with customers.
4. Set up article templates: Simplify the process of creating knowledge articles and maintain consistency in branding and structure.
That’s it for today.
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today I am going to share how to resolve the error: “The selected workflow has errors and cannot be published. Please open the workflow, remove the errors and try again.”
Let’s gets started.
I got this error message while importing the solution into UAT from Dev as unmanaged.its because of the workflows has error messages.
“The selected workflow has errors and cannot be published. Please open the workflow, remove the errors and try again”
What is the error complaining all about?
Solution: First make the workflows as draft state and publish all customizations and then start importing the solution into the UAT and after successful import, then open the solution and edit the workflows as below:
It is complaining about the workflow that has been manually selected users for email notifications users, business units and regions in my case.
So i have removed the users for the email notifications and reselected the same users, business units and regions.
Then i have activated the workflow.
It works for me.
That’s all for today.
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today i am going to share how to check most active users and active users by security role from power platform admin center.
Let’s get’s started.
Suppose you have a requirment to check most active users and active users by security role in your environment(Dataverse).
How do you check that ?
Login into Power Platform Admin Center
Expand the analytics and click on the dataverse.
In the drop down views: You can see the active users by device type, active users by business unit, by security role, by client, by entities, performing operations, custom entities, OOB entities, Most active workflows, plugins, used API.
Active Dynamics 365 Customer Engagement Plan Users by Application,
Non-conformant usage by users with Team Members License.
For more information click here
Thats it for today.
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
