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Client Issue:
- Microsoft Dynamics 365 (v8.x) Software Development Kit (SDK) Contains the complete SDK for Microsoft Dynamics 365 (v8.x), Microsoft Dynamics CRM 2016 (on-premises), and the.
- Microsoft Office 365, Power BI, Microsoft Power Automate, the Internet of Things, and Cortana Intelligence are all central to Microsoft’s value proposition of the Microsoft Cloud and Dynamics 365. Dynamics 365 is Built for the Cloud.
We recently had a support case where a client was using one Exchange server, and had just moved their email to Office365. They are using the “Exchange” email option in their environment since they are using Office and Outlook 64-bit. When prompted to login with their Exchange email credentials, they would continue to be prompted to login again, and again, with no success.
Resolution:
In this case, we needed to reference the DYNAMICS SY04920 table. In this table, you’ll find the GP User ID, their corresponding email address, and the most recent Exchange EWS Server URL that was used. You can see everything in the table by running the following query in SQL Server Management Studio:
The results show the most recent Exchange URL used, and often will show your old mail provider’s URL. For this case, we needed to update the information to the new Office365 URL. To correct the issue, we run an update statement for each UserID in the table similar to the following (replace the UserID and URL with your appropriate values):
I did this update for each user, and now when I run:
as shown in the following screen shot, the Exchange URL is correct for each user.
After the above steps were completed, close and go back into Dynamics GP. When prompted to login to Exchange, be sure to click the “Advanced Option” link in the lower right corner and enter the O365 email address for both the “Email Address” and “Login ID” fields. Reference the following KB articles for more details, once the above steps have been completed https://support.microsoft.com/en-my/kb/2961375.
If you’ve run into problems with an upgrade, send us an email and our team of Dynamics GP experts can help you. Email us at Support@Crestwood.com.
Not too long ago, Microsoft introduced an exciting extension to Microsoft 365 known as Microsoft Flow. It’s a cloud-based service that allows you to create automated workflows between your favorite applications and services.
Microsoft Flow is particularly useful for Dynamics 365 users because it gives them the power to build workflows that automate time-consuming business tasks and processes without having to rely on IT departments and developers.
FYI: Microsoft Flow is now known as Power Automate
How does Microsoft Flow fit with Dynamics 365?
By using a Dynamics 365 connector, you can connect to create flows that start when an event occurs in Dynamics 365 or some other service. This then performs an action in Dynamics 365 or some other service, just like the out-of-the-box Dynamic 365 Workflow feature.
However, it is only available on Dynamics 365 as an external service from Microsoft and thus can’t be found natively within Dynamics 365. This service lets you automate your integration for various applications through workflows.
It’s smooth and logical and, most important, it requires virtually no coding. Sometimes, we use Flow for things that Workflow can’t do easily.
What can you achieve with Microsoft Flow?
Office 365 Dynamics Gp
The integration between Dynamics 365 and Microsoft Flow means that we can develop new functionalities. For example, Microsoft Flow allows a power user who needs these new functionalities but lacks advanced developer skills to create workflows that are not readily achievable with out-of-the-box Dynamics 365 Workflow feature. Some of these functionalities include:
1. Automating approval of processes
With the Microsoft Flow approval feature, approvals can be made via emails, push notifications, and even from the flow app using the approval center. You can quickly and easily create an approval Workflow for your processes without necessarily logging in to Dynamics 365.
2. Connecting to data across apps and platforms
You can automate the integration between Dynamics 365 and other applications, such as SharePoint, One Drive, Azure services, Dropbox, and even social platforms. This greatly helps to improve collaboration and interaction.
For example, you have a spreadsheet that includes all of the records that meet specific criteria, but you don’t want to use export to Excel; simply a create a Flow to update an Excel spreadsheet in your Dropbox or One Drive whenever a record is created in CRM.
3. Creating personalized workflows
Although Dynamics 365 workflows can be used to create personalized workflows, the interface can be a bit confusing to non-developers. On the other hand, Microsoft Flow provides an easy way with a user-friendly interface that a user can quickly use and understand.
4. Deleting records
Microsoft Flow gives users the ability to delete records by getting a list of records and executing an operation for each record in the list, which is not achievable using the standard Dynamics 365 Workflow.
However, a user’s security role must allow deleting records in Dynamics 365 in order to be able to make use of the functionality. It is also good to note that this functionality should be used with caution to avoid deleting the wrong data.
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How can you start using Microsoft Flow with Dynamics 365?
To start using Microsoft Flow with Dynamics 365, you need a connector. A connector acts as a proxy that allows Dynamic 365 to communicate. It works by providing a way for users to connect their accounts and leverage a set of pre-built actions and triggers to build their apps and workflows.
You can then choose to either create a flow using the available templates on Microsoft Flow or create a new one from scratch if the templates cannot be used for what you want to achieve.
Office 365 Dynamics To It Expense
To further understand Microsoft Flow, let’s consider a scenario in which a task is to be created from a lead whenever a lead is created on Dynamics 365.
- Log in to your Microsoft portal and click on the “Flow” tile to launch the app. This navigates you to the Microsoft Flow website.
- Click or tap My flows and then click or tap Create from blank.
- In the list of flow triggers, click or tap Dynamics 365 – When a record is created.
- If prompted, sign in to Dynamics 365.
- Under Organization Name, select the Dynamics 365 instance where you want the flow to listen.
- Under Entity Name, select the entity that you want to listen to; this will act as a trigger initiating the flow.
- Click or tap New step and then click or tap Add an action.
- Click or tap Dynamics 365 – Create a new record.
- Under Organization Name, select the Dynamics 365 instance where you want the flow to create the record. Notice that it doesn’t have to be the same instance that the event is triggered from.
- Under Entity Name, select the entity that will create a record when the Select Tasks.
- A Subject box appears. Click on it and a page appears where you can choose the field for the field to be inserted in the Subject field of the task when it’s created.
- Then hit Save Flow and Done.
Microsoft Office 365 Crm
Once the Workflow is deployed, it will run in the background and users will have the ability to track the Flow execution history and detailed error logs for troubleshooting.
However, performance must be considered, because the more flows you have created that working simultaneously, the bigger impact that may have on system performance on your Dynamics 365 application.
Using Microsoft Flow, you can automate your business processes most especially integrations with external services to suit your business needs and requirements to ensure easy access to valuable data and saves loads of time over doing them manually. This provides a great opportunity to achieve more thus increasing your organization’s productivity.