Showing posts from March, 2018

How to Stop the Pop up for “” (Online Only)

It seems that with the new Dynamics 365 Customer Engagement Online, there is been a pop up coming so often with the following URL “” the moment you log into ther organisation, the pop up keeps coming every few minutes and can be really annoying to the point it got me interested to investigate the source of this issue. I discovered that the pop up was related to the Learning Path functionality. To resolve the pop-up behaviour you will need to open CRM Online and on the Options cog on the top right, and select the “Opt out of Learning Path” and then that pop up will stop. Learning Path Pop Up Issues That resolved for me! Hope this  will help you resolve the pop ups for you if you encounter them.

What Effect Does GDPR Have On You As A Consumer?

It is overwhelming that there is a significant lack of knowledge among UK consumers/users about GDPR, and the rights it grants them , from several surveys carried out by several reliable bodies it is apparent that approximately 15% of the United Kingdom population are aware of GDPR. In writing this post does not mean l am a GDPR Advocate, Solicitor or Lawyer but looking to ensure organisations and consumers are aware of the implications of GDPR as of MAY 25 2018. If you are in that large group (85% approximately) of people unaware and not sure of GDPR and the noise being made about it, here are ways GDPR is giving you back control over your personal data: 1. Increased transparency and active consent. With the new GDPR legislation, you have a right to transparency over how your personal data is used. Before organisations can use your data, you will need to give ‘informed’ consent, which could include ticking a check box manually in a form – previously organisations could get this

Enterprise deployment considerations for Power BI with Dynamics 365 online

Before broadly going into deployment approach options let’s look at how Power BI will be typically deployed with Dynamics 365 online. Power BI deployment with Dynamics 365 online   1. Data sourcing - Here the source of data is Microsoft Dynamics 365 online which can be ingested into Power BI. It can be further enhanced with data from other data sources, online or on premise using a data gateway. 2. Datasets and reports - The data modelling, enhancements and reports are created using Power BI Desktop. They are  published into online service and on mobile applications. 3. Dashboard and Data Insights - The dashboards are created in also allows users to get quick insights from their data using algorithms developed by Microsoft. The data insights visuals can also be added to the dashboards. The dashboard can be brought into Dynamics 365 as a personal dashboard and shared with other users within Dynamics 365. Considerations for Power BI depl

Key Considerations for Dynamics 365 Online or On premise

This is a question many organisations l have worked with always ask and I thought that cloud had won the race in the cloud adoption. But for sure that is not certainly the case and organisations are still debating and going back and forth about going online and staying on premise. There is also not one single answer to the question, as each business case is different and needs to be evaluated. Organisations focus on the costs or/and features and capabilities of going online in the cloud against staying on premise. There are many other aspects that needs to be considered before deciding on the route of going online or on premise with any business app including Dynamics 365. I think the points below are relevant for all business app cloud decisions and needs to be considered by management. This post focuses on the key areas and differences in the cloud decision for organisations considering Dynamics 365. The major areas to be considered when making this considerations are 1.     F

Storage considerations with Dynamics365 Online

There are great offerings and capabilities that come with Microsoft Dynamics 365  which make it very easy for a lot of organisations to forget one very important aspect to consider within their Dynamics 365 installations, which is Storage. I have observed many organisations are very busy, obsessed with customizations and understanding the application until they such a time they start to receive email notifications and alerts about low storage. Fortunately enough, when you run out of space, you can simply add more. Why Monitor Your Organization’s Storage? It is very important to monitor your storage to ensure there is enough space for growth and optimal performance. How to Monitor the Amount of Storage Your Organization Is Using? When you have used 80% of your total capacity, your Dynamics admin will receive email notifications and alerts on the service health page on the Office 365 admin center. To check your storage and how much you have used: Go to Office 365 admin cen

What Is The Best Backup Strategy for Dynamics 365?

Many organizations plan their Microsoft Dynamics 365 deployment and spend a significant amount of money deploying it but fail to make a backup maintenance plan. As a Dynamics 365 expert, you must be able to come up with a proper backup that will not slow down or interfere with performance or work. Data loss can happen in several ways: Computer/Virus attacks Human error System /Hardware Malfunctioning Software Corruption Natural Disaster What to consider when planning a Dynamics 365 database backup? Backup location: Avoid having your backup at the same site as your Dynamics 365 database. Although it’s convenient to have the backup close by, human errors or virus attacks on your site or network will render the backup pointless. If there is any disaster, both your database and backup could be affected. It’s better to take the time to restore your backup than to end up with nothing. Proper backup schedule: Schedule your backups in such a way to minimize data loss. This c

Dynamics 365 Server Deployment Options (On Premise)

Depending on your business environment and workloads, Microsoft Dynamics 365 Server can be deployed either as a full server installation, in which all the server roles are on just one server or as a multiple server deployment by installing the server roles individually on separate servers. It is advisable for a customer/client to evaluate the requirements and environment before deciding on how large the Dynamics 365 deployment will be during the project scoping and planning. What Are Server Roles? Server roles are established by a set of programs that, when properly installed and configured, allow a computer to perform a specific function for multiple users or other computers within a network. Dynamics 365 is designed to work using server roles that install components and services to provide specific server functionality. Server roles offer a bit of flexibility by controlling what components of the solution run on each server. For example, customers who have larger user base

How To Deploy Dynamics App For Outlook (On-Premise)

Purpose The purpose of this post is to set out the direction, steps,scope, and implementation approach for the Dynamics Outlook App configuration item Audience This post is intended for Technical Teams/Administrators looking to implement the Dynamics Outlook App for On-premise environments. Pre-Requisites Dynamics 365 with IFD Configuration Dynamics 365 Update (KB4046795) Minimum ADFS requirement ADFS 3 upwards due to OAuth endpoint Minimum Exchange 2016 or 2013 with Cumulative Update 14 or later Office 2016 *Recommended, Office 2013 *Compatible Supported browsers for Outlook on the web Dynamics 365 App for Outlook can be used with Outlook on the web on the following browsers: Internet Explorer 10, Internet Explorer 11, or Microsoft Edge The following configuration is supported: Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 10 or 11, go to Tools > Internet options > Security tab > Internet. Protected Mode

Does GDPR Apply To Your Organisation?

In writing this post l am looking to raise awareness for key GDPR Considerations and would like to also make you aware that l am not a GDPR lawyer/solicitor but looking to ensure we all take the necessary steps on your GDPR journey. GDPR makes a number of important changes to the existing data protection framework. One of the most important is its expanded territorial scope. Under the GDPR, the location of the individual whose data is being processed is a key factor, whereas the existing EU Data Protection Directive is more concerned with the location of the processing. In practical terms, this means that the GDPR will now apply to organizations based outside the EU that offer goods and services to, or monitor the behaviour  (marketing) of, EU-based individuals. For example, a US-based organisation selling goods or services to EU-based customer base and processing their data in the US could now find that they fall within scope of the GDPR. This expansion of scope was set out as

What Are Microsoft Doing About GDPR? (Cloud Solutions)

Microsoft has extensive expertise in protecting data, championing privacy, and complying with complex regulations. Microsoft believes that GDPR is an important step forward for clarifying and enabling individual privacy rights, and wants to help all its customers to focus on the core business while efficiently preparing for the GDPR. What are Microsoft doing? Microsoft designed Dynamics 365 with industry-leading security measures and privacy policies to safeguard/protect your data in the cloud, including the categories of personal data identified by the GDPR. Dynamics 365 can help you on your journey to reducing risks and achieving compliance with the GDPR. Controlling who has access to personal data is a key to securing that data, and data security is a critical requirement of the GDPR. Dynamics 365 enables you to manage and control access to your data in several ways: Role-based security in Microsoft Dynamics 365 allows its customers to group together a set of privileges th