How to hide Posts feed in social pane?

This is a quick tip to show you how to disable Posts Feed in social pane in Dynamics 365.

All you need to do is to go to Settings==>”Activity Feeds Configuration” open the record for which you want to disable posts feed and uncheck the box “Enable walls for this type of record form”. The following screenshot is an example for the account entity.

disablepostsfeed

PS: You can also perform a mass edit by selecting multiple entities.

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How To Set Date Format at Organization or User Level

This is a quick tip to show you how to set date format in Dynamics 365 (CRM) at both levels: User and Organization.

Organization Level:

This sets the default date format for the whole org.

Navigate to Settings->Administration and open System Settings.

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Go to Formats tab and click Customize then choose your preferred format

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User Level:

Users can also choose their preferred date format in the Format tab in their personal options.

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Dynamics 365: Install new Languages and edit label translations

Dynamics 365 has a native amazing capability which allows every single user to use the application in his preferred language by changing personal options.

But first the available languages are just languages added to support by the administrator. To add new languages you should go to Settings==>Administration==>Languages then select one or many languages you want to make available for users and click Apply to enable it.

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language choice

Few minutes later, you can change your user language preference by clicking on Options in the navigation bar.

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Click now on the last tab “Languages” and choose another language among the languages you previously enabled. Refresh the home page and check the language change!!

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In the next post we will see how to easily edit label translations

 

Dynamics 365: POP3/SMTP Email server side synchronization

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The most simple scenario you can experience when implementing Email service synchronization for your Dynamics 365 organization is having Exchange Online in the same tenant. This is the most simple case and it takes few minutes for administrator to set up email synchronization for the whole organization (all users). But what about having to sync Exchange online server which is not in the same tenant or other servers such as Gmail?

The good news is that Exchange Online synchronization is supported even if it’s not in the same tenant. The bad news is that each user has to enter his credentials in order to get his emails and appointments synchronized.

Whether it’s Exchange Online, Gmail or another provider, the first step is to get POP3/SMTP settings and create a new Mailbox Profile in Dynamics 365 and once related mailboxes are approved you can ask your users to enter their credentials so they can synchronize their appointments and emails.

This Microsoft links is listing all the supported scenarios whether you are online or on-premises.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/supported-email-service-configurations-server-side-synchronization

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The following link explains step by step how to set up the synchronization for a gmail server

https://community.dynamics.com/365/financeandoperations/b/arbelatechnologiesblog/archive/2018/07/22/how-to-set-up-dynamics-365-and-gmail-integration-yes-you-can

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“There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing” Error

“There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing” is a frequent error generated while attempting to create a new record (Account or Contact in most cases).

This is a bug that you can fix by deactivating the “ActivityFeeds plugin” regarding the entity that generated the error.

First navigate to Customizations then open Sdk Message Processing Steps, select the right plugin and click deactivate

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plugin-error

 

The example given here is the Contact entity. You can follow the same process if you have a similar issue with other entities.

 

 

 

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Enable Access Auditing To Measure Your CRM Usage

One of the key success factors of implementing a new CRM is a high user adoption rate. Otherwise, the CRM strategy and implementation may be considered as a failutre.

When administrating Dynamics CRM, you may want to measure the usage and user connection frequency. First of what you need to configure is enabling audit. Afterwards you can analyze audit logs and take the right decisions to make the CRM meet better business and users expectations (check this post for more details Easily Export Audit Logs).

To enable user access navigate to Settings==>Auditing==>Global Audit Settings and check Start Auditing and Audit user access boxes.

start auditing

 

You can immediately check what’s changed in Settings==>Auditing==>Audit Summary View

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Note:Audit logs are divided into 3 months partitions, you can check logs in Settings==>Auditing==>Audit Log Management

 

 

 

 

 

 

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