Heidi Neuhauser
Forum Replies Created
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Long story short: unmanaged solutions mean YES you can do this. 🙂
I actually wrote an article on here a few months ago about how to copy Prod customizations and schema only to a new Sandbox. If you need a reference/how-to, here it is: https://dynamicscommunities.com/ug/power-platform-ug/why-you-should-use-two-power-platform-environments-for-solution-management/
dynamicscommunities.com
Why You Should Use Two Power Platform Environments for Solution Management
UG Expert Heidi Neuhauser explains how to set up two environments in Power Platform in the first part of her series.
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Hi Becky! Just to clarify, you have some users who CAN access this and others who do not, is that correct? I wrote a few articles here about the integration between Teams & Dynamics. Maybe they could help?
dynamicscommunities.com
How to Set Up Dynamics 365 and Microsoft Teams Integration
In part one of the series, UG Expert Heidi Neuhauser explains how to integrate Microsoft Teams within a Dynamics 365 environment
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Thanks! Voted!! (Go Meron!)
What a great group of people in here!
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Check out the XrmToolBox! You can use Personal User Views Migration tool to get the personal dashboard, charts and views reassigned.
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Sorry for the late reply on this one! But, I was VERY confused by it all. Thankfully, we were able to chat with MVP and Power BI Expert @belindaallen on our Power Tips series recently and she really helped clear up how it fits into the larger D365/Power Platform realm.
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Once anything in the Subject of the email is changed, it will no longer track future correspondence. Old correspondence will remain tracked.
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To more directly answer your question, are you exchange online? On Prem? Version? That’d be an Exchange setting, I believe. I am unaware of anywhere in Dynamics/Dataverse where you can configure that.
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Hi Jim,
I actually wasn’t aware there was an issue! When I saw your message, I checked my Power Platform Admin center and it looks like an update was applied:
June 5, 2023 1:07 PM EDT · Quick update
“Telemetry indicates that service availability is at approximately 99.9% across the service. We’re continuing to isolate a small number of components which remain in an unhealthy state and are performing targeted restarts to remediate the residual impact.
This quick update is designed to give the latest information on this issue.”
Did that update your users/system successfully?
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Hi Chrys!
I want to make sure I understand your ask (requirement) here. Can you let me know if this is what you’re looking to do?
– You want to update Origin on the CASE to include Task, Appointment and Custom.
And once that is done, you need the following to be true:
– When an email is converted into a CASE, the Case Origin should equal Email.
– When a Task is converted into a CASE, the Case Origin should equal Task.
Or am I totally wrong and it’s something else?! 😄
Requirements are hard to get through typing only!Thanks!
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Connections sounds like it could do what you’re looking for. Here’s a link to some MS documentation that may help: https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/connection-entities?view=op-9-1
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Have you looked into Dual-Write? That’s the big F&O-CE integration tool. It’s picky though… enjoy 😉
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@kyliekiser is our resident expert in AI – I’m sure she will chime in here with her thoughts! 😄
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Hi Chris! Welcome to the community! You might like one of my recent articles about Viva Sales 🙂
https://dynamicscommunities.com/ug/dynamics-ce-crm-ug/a-week-in-the-life-with-viva-sales/I’m a big fan! Let me know if you have specific questions, I’d be thrilled to chat more about it. I’ve been sort of documenting my way through it as I implemented it.
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This is an interesting post! I’ve not heard the negative feedback – what have you heard? There’s a native integration between Outlook & Dynamics 365. I’m not sure I would recommend a 3rd party tool when you can link them so easily. But that’s just me 🙂
I look forward to hearing what others think!
@kyliekiser do you know of 3rd party tools for Outlook & D365?
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I’ve started test-driving some of the early access features in a trial environment. I REALLY like the Pipeline View for Opportunities, available in Dynamics 365 for Sales. I suspect it’s only available for users with the Dynamics 365 Sales Enterprise or Premium licenses, since Deal Manager is part of it.
Has anyone else played around with it yet?
