Thursday, 20 April 2017

Organization Insights in Dynamics 365

Organization Insights for Dynamics 365 (online) provides important adoption and use metrics for your Dynamics 365 organization, and tools to help you stay ahead of performance and support issues.

Administrator can easily measure and identify the following things.

  • surfaced include charts that can measure and identify:
  • Active and Inactive users
  • Entities by number of records and storage usage
  • Storage by CRM Instance
  • Workflows that consistently fail, resulting in poor data quality and unexpected results
  • Plugins that may not be working as expected

By default the Organization Insight dashboards are only available to System Administrators and Customizers, but security roles can be updated to give ither users access.

Install and view the Organization Insights solution

If you are using a trial version of Dynamics 365 (online), you can install the new Organization Insights from AppSource

  • In Dynamics 365, from the main menu, click Settings > Dynamics Marketplace.
  • In the search box, type "organization insights".
  • When you see the Organization Insights app, click Try, and then Continue.
  • In the Add the application to Dynamics 365 dialog box, choose your organization.
  • Proceed through the terms of service and click Agree.
  • To verify that the solution is installed, go to Settings > Solutions. You will see Organization Insights in the list of solutions. (While the solution is installing, the status of the solution changes to "Installation pending". When it's installed and ready to use, the status will change to "Installed".)
  • To view the new Organization Insights dashboard, go to Settings > Organization Insights.
For more information, refter this Technet Article.

Hope this helps.

Happy CRM'ing

Monday, 10 April 2017

Stop Pop up for “”

In Dynamics 365, there is a pop up coming so often with the following URL.

And it comes for every few minutes and was really not able to work. After some searc came to know that the pop up was related to the Learning Path functionality. 

To resolve the pop-up, you will have open CRM Online and on the Options, select "Opt out of Learning Path".

Hope this helps.

Happy CRM'ing

Sunday, 2 April 2017

Minimum Privileges required to Login Microsoft Dynamics 365/CRM


We are working with the Security roles recently. Normally we copy the existing security roles and create a new ones and add the required privileges for the same.

There might a scenario where we have a create a new security role with bare minimum privileges which user can login with them.

Here are those basic privileges that grants user to access Dynamics 365/CRM.

Business Management Tab
Read Organization Level
Read Business Unit Level
Read Organizational Level
Append Organizational Level
AppendTo Organizational Level
Core Records
Create Organization Level
Read Organization Level
Append Organizational Level
Append To Organizational Level
User Entity UI Settings
Create User Level
Read User Level

Now navigate to Customization Tab and grant the privileges as per the below screen shot.

Hope this helps.

Happy CRM'ing