The Microsoft Dynamics CRM Platform Enhancement Discussion

In the recently concluded Microsoft Inspire 2020 event, Microsoft Corporation has announced some key updates pertaining to Microsoft Azure, Dynamics 365, Power Platform, Microsoft 365 and Microsoft Teams. Of which, it is worth discussing about the announcement of Microsoft Dataflex for Microsoft Teams and rebranding Common Data Service (CDS) as Microsoft Dataflex Pro.

Below is the detailed procedure for integrating Microsoft Teams with Dynamics 365.

The AI bot in Dynamics 365 app helps users to use Dynamics 365 right from Teams application. As a result, users can get information about contacts, accounts, leads and opportunities readily inside Teams application.

Let us see how it’s done.

Dynamics 365 Field Service scheduling is the process of assigning the right job to the right field technician, at the right time i.e., assigning work orders to closest field technicians in the area using scheduling tools.

A bookable resource in Field Service is anything i.e., people (User, Contact), equipment and physical spaces (facilities) that can be scheduled.

A work order in Dynamics 365 Field Service has information on what work needs to be done. It is used to coordinate and schedule resources and activities. Also, used for different types of works such as installations, repairs, or preventive maintenance.

The following is a detailed process of integrating Canvas App to Teams.

Go to Power Apps. Select  Apps > App (E.g. Total Serv PRO) > more commands > Add to Teams.

You will be redirected to the Pop up window on right side where click on Download App button to download the app and save it in your local computer.

 

Dynamics 365 Customer Service introduces enhancements in Queue that helps to organize, prioritize, and monitor the progress of your work. Queues are the containers used to store anything that needs to be completed or requires an action. By default, a queue is created for each user and team, also use this default queue to track all your work items, set up queues to reflect your organization's structure, business processes.

Functionality:

Go to Service Management > Queues > New. You can provide the input fields of Name (E.g. Group Calendar), Type (E.g. Private), Incoming Email (E.g. Powerportals@swighub.onmicrosoft.com). Click on Save.

 

The following is a detailed process of integrating Dynamics 365 Dashboards with Power BI.
Configuration:
Login to CRM Instance. Select Settings > Administration > System settings.

Click on Reporting tab where you can enable the Set whether users can embed Power BI visuals radio button. Click OK.

Sign into Power BI application using CRM credentials.

Select Get data > Get button under Services.

The following is a detailed process of creating a power app using excel data in OneDrive.
Configuration:
Create an excel file and select the option “Format as Table” from the ribbon. Then select any sample option and enter each column header as Product ID, Product Name, Product Cost and Product Owner. Save this file.

Go to OneDrive. Click Upload to upload the excel file that you have just created.

Login to Power Apps. Click Create button > Other data sources under Start from data.