D365 Updates

D365 Support for Different Languages

This article describes the D365 Support for Different Languages and their supported configurations for different language versions for Customer Engagement system. It doesn’t include the information about Microsoft Dynamics 365 Language Pack support, but instead explains the supported configurations for the base-language versions. The Customer Engagement (on-premises) version requires the following software: Microsoft Windows Server A Microsoft Windows ServerActive Directory infrastructure An Internet Information Services (IIS) website Claims-based security token service (required for Internet-facing deployments) SQL Server SQL Server Reporting Services Microsoft Exchange Server or access to the POP3-compliant email server (required for email tracking) SharePoint Server (required for docume...

Microsoft Dynamics 365 Support

This article explains about Microsoft Dynamics 365 Support for Customer Engagement for phones and tablets. You can access the Dynamics 365 for Customer Engagement data from mobile devices in different ways. You can install and use the apps for Windows, iOS, and Android mobile devices, or you can run the web app on the device’s preferred browser for those devices described here. Dynamics CRM Online 2015 Update 1 introduced a new version of Dynamics 365 for phones that are based on and shares many of the features of Dynamics 365 for tablets. To use this new version of the Dynamics 365 for phones, you must be running CRM Online 2015 Update 1 or later or Dynamics CRM 2016 on-premises or later. Microsoft Dynamics 365 Support for Phones Version Support Microsoft Dynamics 365 Support for phones r...

Microsoft Dynamics Support

This article explains about Microsoft Dynamics Support and how to get help with Finance and Operations or Microsoft Dynamics Life Cycle Services (LCS). What can your Microsoft Dynamics Support hours be used for? Functional Design Best Practice Guidance Performance Tuning & Optimization Training Error Resolution Product Road Mapping Guidance Architecture, Workflow and Efficiency Guidance Microsoft Dynamics Support Services The support packages provided by our partners can be tailored to your specific requirements and are costed based on the parameters that add to the complexity of your Microsoft Dynamics setup for example; the number of employees supported, number of third party add-ons and the level of customization of the platform implemented. To obtain support for the Finance and Ope...

Dynamics 365 Support for Outlook

This article contains the information about Dynamics 365 Support for Outlook and the supported software requirements and hardware requirements for Microsoft Dynamics 365 for Outlook. MS Dynamics 365 for Outlook works the way that you do by providing a seamless combination of Dynamics 365 for Customer Engagement features in the familiar Outlook environment. This section lists the software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access. One of the following operating systems is required: Windows 10 (64-bit and 32-bit versions)* Either Windows 8.1 or Windows 8 (64-bit and 32-bit versions) Windows 7 Service Pack 1 (64-bit and 32-bit versions) * Windows 7 does not support offline capabilities. Windows Server 2012 and Windows Server 20...

Dynamics 365 Sorting, Searching and Filtering Lists

There are a few things that you can do that will help you scan, find, and limit the records in a list. These include Dynamics 365 Sorting, Microsoft Dynamics 365 Searching, and Dynamics 365 Filtering. You can apply some or all of these simultaneously to either quickly find or analyze your data. MS Dynamics 365 is a product line of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) applications announced by Microsoft. By combining Dynamics 365 CRM and ERP with Microsoft’s productivity applications, the users get a connected view of data intelligence on customer records, transactions, behaviors, and preferences, along with information about orders, inventory and shipping, and in addition to the predictive insight tools for decision-makers. Dynamics 365 Sortin...

Microsoft Dynamics 365 Knowledge Management

A comprehensive Microsoft Dynamics 365 Knowledge Management base is a key to increased customer satisfaction and improved the productivity of users. Give users fast access to the knowledge base by setting up knowledge management in Dynamics 365 for Customer Engagement. MS Dynamics 365 for Customer Engagement supports two knowledge management solutions that you can choose from: Native Customer Engagement knowledge management. This option is available for Customer Engagement users. For Dynamics 365 for Customer Engagement organizations, the native Customer Engagement knowledge solution is only available if you’ve updated to the CRM Online 2016 Update. Parature knowledge base. This option is available only for Customer Engagement users. After Microsoft Dynamics 365 Knowledge Management ...

Microsoft Dynamics 365 Mobile Task Flow

This article explains how to create a Microsoft Dynamics 365 Mobile Task Flow Design for phones or Dynamics 365 for tablets based on the common tasks that users perform. For example, if they need to regularly perform a series of follow-up steps after the client meetings, create a task flow. When the users tap the new task in their mobile app, it will lead them through from start to finish so they don’t forget an important step. Task flows can use multi-entity forms and logic, and can have the form logic that runs across the task flow pages. Creating a Microsoft Dynamics 365 Mobile Task Flow Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or the equivalent permissions. Check your security role Follow t...

D365 for Customer Engagement Portal Capabilities

This article provides a list of recently added features to D365 for Customer Engagement Portal Capabilities. Portal capabilities for Microsoft Dynamics 365 for Customer Engagement brings qualified expertise in web engagement and CMS frameworks with an integrated bundle of web portal solutions that add sophisticated content management, knowledge, and the case management, opportunity management, membership, profile, and self-service capabilities to Dynamics 365 for Customer Engagement. Use the portals to set up an interactive, web-based sales, services, support, and social engagement application platform to engage with communities, manage portal content, and empower your channel partners. D365 for Customer Engagement Portal Capabilities Versions 1. D365 for Customer Engagement Portal Capabil...

Microsoft Dynamics 365 Business Central Accountant

Effectively manage Microsoft Dynamics 365 Business Central Accountant processes and the tasks and easily access your clients’ information in one simple and easy-to-use dashboard using Dynamics 365 Accountant Hub. Increase your productivity and better serve your clients using Microsoft Dynamics 365 Business Central. Effectively manage the accounting tasks and eliminate manual processes, freeing up time to take on new clients and better serve existing ones. Manage multiple clients from the single dashboard in real time. Microsoft Dynamics 365 Business Central Accountant Hub If you are a Microsoft Dynamics 365 Business Central Accountant with several clients, you can use the Accountant Hub as your dashboard for a better overview of your clients. Assigned Tasks In your client’s Business ...

Dynamics 365 Tax Engine Configurations for UTGST

This article walks you through the Dynamics 365 Tax Engine Configurations extension process using the following example that applies to India. Eg: Extend the Tax engine configuration for Union Territory Goods and Services Tax (UTGST). The Tax engine (also referred to as GTE) lets you configure the tax rules that determine tax applicability, calculation, posting, and settlement, based on legal and business requirements. Dynamics 365 Tax Engine Configurations Prerequisites Before you can complete the example scenario, complete the following tasks Add a configuration provider and make it as the active provider Go to the Organization administration > Work spaces > Electronic reporting. Click Configuration providers. Create the new configuration provider and close the page. Click > Set...

Dynamics 365 Deployment Guidelines

This article is a Dynamics 365 Deployment guide that shows how to enable the requirements for Goods and Services Tax (GST) in the Microsoft Dynamics 365 for Retail localization for India. This sample is part of Retail software development kit (SDK). This sample consists of the extensions for the Commerce runtime (CRT). To run this sample, you must modify and build CRT projects. We recommend that use you an unmodified Retail SDK to make the changes that are described in this article. We also recommend that you use a source control system, such as the Microsoft Visual Studio Online (VSO), where no files have been changed yet. Some steps in the procedures in this article differ, depending on the version of Microsoft Dynamics 365 for Retail that you’re using. Dynamics 365 Deployment Prer...

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