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

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