Administering, Configuring, and Maintaining Microsoft Dynamics 365 in the Cloud

Mark Beckner is a technical consultant specializing in business strategy and enterprise application integration. In addition to running his own firm, Inotek Consulting Group, LLC, he advises developers on how to launch their own independent practices. Beckner has been in the industry for over 16 years, and formed Inotek Consulting Group in 2007. Under his leadership, the firm delivers innovative solutions to large corporations and small businesses, and their projects range in nature from mobile application development to complete integration solutions. He has authored numerous technical books including Upgrading and Migrating to BizTalk Server 2016, BizTalk 2013 EDI for Health Care, and Microsoft Dynamics CRM API Development, and has spoken at a number of venues, including Microsoft TechEd.

Chapter 1: Set Up and Configuration  1

Setting Up Dynamics 365 Online  1

Basic Navigation of D365  7

Advanced Find  10

System Settings and Auditing  14

Auto-Numbering  22

Summary  22

Chapter 2: Security  23

Business Units  23

Security Roles  25

Users  30

Teams  34

Field Level Security  36

Summary  40

Chapter 3: Customizations  41

Adding Fields  41

Publishing Your Changes  47

Option Sets  49

Lookups  50

Relationships  54

Creating New Entities  57

Modifying the Navigation (Site Map Revisions)  62

IFrames  65

JavaScript  67

Creating a Personal View  77

Customizing a View  80

Creating an Editable View  84

Summary  90

Chapter 4: Reporting  91

Using the Report Wizard  92

Using Business Intelligence Development Studio (BIDS)  100

Creating a Report Project  102

System Report Settings  112

Summary  113



Chapter 5: Importing Data  115

Using the CRM Import Wizard  115

Reviewing Data Import Status  121

Deleting Imported Data  123

Using Data Import Maps  126

Using Scribe to Import Data  128

Data Integration  134

Summary  135

Chapter 6: Business Process Flows and Business Rules  137

Business Process Flows  137

Business Rules  148

Summary  153

Chapter 7: Workflows and Other Processes  155

Accessing Workflows  155

Creating a Basic Workflow  157

Monitoring Workflow Status  164

On-Demand Workflows  165

Adding Logic to a Workflow  167

Creating Custom Workflow Activities  170

Dialogs  175

Actions  180

Summary  182

Chapter 8: Solutions  183

Creating a Solution  183

Exporting a Solution  188

Importing a Solution  192

Solutions and Versioning  195

Summary  196

Chapter 9: Templates  197

Creating a Global Email Template  197

Creating an Entity-Specific Email Template  200

Using an Email Template  202

Summary  206

Setting Your Landing Page  207

Customizing an Existing Dashboard  208

Creating a New Chart  213

Creating a New Dashboard  215

Summary  220

Chapter 11: Plugins and Workflow Activities  221

Developing a Plugin  221

Developing a Workflow Activity  229

Deploying Plugins and Workflow Activities  236

Administering Assemblies  241

Summary  242

Chapter 12: Ribbons  243

Using the Ribbon Workbench  244

Summary  250

Index  251