Uninstalling Field Service

I am working on a project where we want to schedule a custom entity using Universal Resource Scheduling (URS)

There isn’t a way to install URS on its own; URS is installed with Field Service and Project Service Automation. So I installed Field Service and I can see the URS managed solutions along with the Field Service managed solutions. However, I want to simplify the Dynamics 365 user interface and want to remove Field Service but it is not straightforward.

First I deleted the following solutions:

  • Field Service UCI App Module
  • Field Service App Module
  • Field Service Anchor

That leaves the Field Service solution. There are a number of dependencies on other components that prevent the Field Service solution from being deleted.

To find these dependencies you need to find the Id of the solution. The easiest way to get the Id is to open the Field Service solution and click on Actions and Email a Link

image

You will get a URL similar to https://<OrganisationName>.crm<N>.dynamics.com/tools/solution/edit.aspx?appSolutionId=%7b23C03DF6-8DE9-4CD3-85BB-D3663EAFF640%7d&id=%7b23C03DF6-8DE9-4CD3-85BB-D3663EAFF640%7d

The Id is between the %7b and %7d such as highlighted above.

Use this Id in this URL https://<OrganisationName>.crm<N>.dynamics.com/tools/dependency/dependencyviewdialog.aspx?objectid=[ID]&objecttype=7100&operationtype=dependenciesforuninstall

This will list the components that have dependencies. I had the following:

  • Account (Form)
  • Contact (Form)
  • Lead (Form)
  • Opportunity (Form)
  • Price List (Form)
  • Case (Form)
  • SiteMap

I manually removed fields and navigation from these forms and removed Field Service from the default SiteMap.

I was then able to delete the Field Service solution although it did take some time!

#MSDyn365

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Posted in Customisation, Dynamics 365, Field Service, URS | Leave a comment

The SiteMapName in the AppModuleSiteMap is null or empty

After upgrading a customer to 9.0 we had an error importing a solution containing an App into our production instance

The error was 0x80050109 “The SiteMapName in the AppModuleSiteMap is null or empty”

I checked the the SiteMap for this app does have a name but checking the customizations.xml there was no SiteMapName node in the exported file

<AppModuleSiteMaps>
     <AppModuleSiteMap>
       <SiteMapUniqueName>xxx_xxxsales</SiteMapUniqueName>
       <SiteMap IntroducedVersion=”7.0.0.0″>

I suspect this is to do with localization as have many languages enabled on this system. Adding the SiteMapName node in as follows fixed the problem

<AppModuleSiteMaps>
    <AppModuleSiteMap>
      <SiteMapUniqueName>xxx_xxxsales</SiteMapUniqueName>
      <SiteMapName>Sales</SiteMapName>
      <SiteMap IntroducedVersion=”7.0.0.0″>

#MSDyn365

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Upcoming changes to Trials and Common Data Service (CDS) environments

Microsoft are making a number of changes to how trials are provisioned for Dynamics 365 and CDS.

The first change has been announced – please read https://blogs.msdn.microsoft.com/crm/2018/10/05/announcing-changes-to-new-trials-and-new-cds-orgs/

Expect more changes to come

If you are a Microsoft partner you can make use of https://demos.microsoft.com/

Posted in Dynamics 365, Training | Leave a comment

Gamification

I was asked today for training on Gamification.

Gamification is an add-on for Dynamics 365 for Sales that motivates and encourages your sales, and wider employee groups, to work together.

What I like about gamification in Dynamics 365 is that it is not just aimed as individual sales people. The idea is that you create teams from across the business and compete against other teams in a healthy way.

Now the issue is that Gamification is not that hard to install or use so not much training is required so I thought I would provide a list of the resources available for you to get started.

Watch this YouTube video to find out more

Neil Parkhurst gave a great presentation on Gamification at the last Dynamics 365 User Group and you can watch a recording here.

The only training I know of is one module in course 81056A (Sales Management in Microsoft Dynamics 365) on the Dynamics Learning Portal.

You can add Gamification free of charge to your Dynamics instance via AppSource

The public documentation is on docs.microsoft.com

Posted in Dynamics 365, Sales, Training | Leave a comment

Biz Apps Readiness UK Community Call 12th October

Don’t forget the next UK Community call next Friday at 12pm BST

We’ll talk about the recent changes to learning and training

Register here

If you missed last month’s call you can watch the recording here

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Missed Ignite?–come to the Global MCT Summit 2018

If you missed Ignite or just want more awesome rollercoaster action, there is still time to sign up for the Global MCT Summit at Phantasialand near Cologne in Germany from 22nd to 26th October.

You can come and hear me speak about Dynamics 365, Field Service and IoT and integrating Dynamics 365 with Azure. Alternative speakers are available…

Register at https://www.summit2018.global 

PS You don’t have to be an MCT to attend; all are welcome.

Posted in Azure, Dynamics 365, Field Service, IoT, Training | Leave a comment

Dynamics 365 Readiness UK Community Call September 2018

Here are the resources I mentioned from the UK Community Call last month

Learning

Where to find training and learning

New Stuff

Where to find out about new features and monthly updates

Things I look at Daily

What you can look at in short chunks

Events

In person where you can learn from others

Community

I’m a big fan of communities so here are some blogs worth looking at

Fill out the survey https://tinyurl.com/ybfune59 to tell me what you want to hear about

The slide deck can be downloaded from https://tinyurl.com/yc56jjjr

Sign up for the next event on October 12th

Posted in BizApps, Certification, Community, Dynamics 365, Training | Leave a comment

Microsoft Ignite 2018 Report

Summary

Microsoft Ignite September 2018 was an incredible event with over 26,000 attendees, loads of announcements with useful technical content.

Below are the key takeaways, for me as someone working in the BizApps space and involved with training.

Microsoft Learn

Microsoft recognize there an existing and growing skills gap in a cloud-based world and have created a new learning platform, Microsoft Learn, where you can gain training free with tutorials, videos, hands-on experiences and validation tests. This training is bite-sized aka microlearning.

There are already over 80 hours of material covering Azure but also PowerApps and Flow. I can see us using this material in pre-reading for our courses and in exercises.

Microsoft Virtual Academy, Imagine Academy and Dynamics Learning Portal content will be migrated to Microsoft Learn.

Sign up at http://aka.ms/learn

Certifications

In the past certifications have been very product focused and students have often had to learn additional topics just to pass their exams. Microsoft have completely rethought certification and training.

Microsoft have undertaken a huge consultative exercise and have come up with several job roles and then defined through Job Task Analysis the skills and tasks needed to perform these roles

clip_image002

From these job roles, all training resources, books and exams will be created thus providing consistency and an aligned experience.

The initial roles announced focus on Azure, but other roles are in development and I expect to see roles for Dynamics in 2019 along with new exams which will test skills as well as knowledge.

The roles will typically have two exams, both of which are required for certification.

A significant change is that the courses are being created as ½ to 2-day courses i.e., it will be more modular. In the Azure Administrator example below there are 5 x 1-day courses for AZ-100 and 4 x 1-day courses for AZ-101 exams. The idea is that students will be able to get training in different modalities e.g., Microsoft Learn, Self-Paced with EdX, Instructor Led training and books and can mix and match as they see fit. You will be able to bundle up courses to run as a block like now but there is more choice and the big advantage is that all material is derived from the job role definitions.

clip_image004

At least one of the two exams will contain 2 performance-based tests (PBT) where you will be provided with a lab and must complete the required tasks. This is a great advance and really tests skills.

Transition exams are provided where relevant e.g., If you have the 70-533 Azure Infrastructure exam there is an AZ-102 transition exam that gives you the same certification as if you have taken AZ-100 and AZ-101

Due to this major change, Microsoft are moving away from MCSA and MCSE and you will now be certified in the job role although will also show the level at which the certification sits e.g., Fundamentals, Associated and Expert.

More details http://aka.ms/RoleBasedCert

Teams

Teams was everywhere at Ignite with lots of interest and full sessions.

There are lots of new features released and announcement made including Shifts and Planning for Firstline workers (replacing StaffHub).

clip_image006

https://techcommunity.microsoft.com/t5/Microsoft-Teams-Blog/What-s-new-in-Teams-Ignite-Edition/ba-p/252531

The integration with Dynamics 365 for Sales was demonstrated (we are on the preview) with access to Dynamics records from within a channel and a really cool bot to interact with records, update details and add notes and calls all from within Teams. I can see many sales people rarely accessing the Customer Engagement UI when this is released.

clip_image008

Power Platform

There was a lot of interest around the Power Platform and not just from the Dynamics people. The Power Platform seems to have cut across technical areas and I can see it making big inroads over the next year.

The announcement of the Open Data Initiative with SAP and Adobe was the big reveal of the conference and shows the power of the Common Data Model.

clip_image010

Dynamics CRM On-Premise

Apparently, there are loads of customers still on Dynamics CRM 2011 on premise. We’ve been in the cloud since 2010, first with our own hosting of CRM 4.0, trialling BPOS and then moving all in to O365 and Dynamics 365 Online.

The On-Premise to Online (OP2OL) service was discussed and looks like it is coming out of preview and was quite impressive.

Further Reading

Ignite Book of News https://news.microsoft.com/uploads/prod/sites/507/2018/09/IGNITEBOOKOFNEWS-5ba8f830261da.pdf

Watch the recordings https://myignite.techcommunity.microsoft.com/videos. My recommended recordings:

KEY02 – Powering digital transformation with business applications: Microsoft Dynamics 365, Power BI, PowerApps, and Microsoft Flow https://myignite.techcommunity.microsoft.com/sessions/66693

BRK2055 – Microsoft Dynamics 365 for Sales: Sales automation and productivity with Microsoft apps https://myignite.techcommunity.microsoft.com/sessions/65422

BRK2129 – Microsoft Dynamics 365 for Sales: Intelligent and social selling with Microsoft Relationship Sales https://myignite.techcommunity.microsoft.com/sessions/65764

BRK2056 – Microsoft Dynamics 365 for Sales: Transforming sales collaboration with Microsoft Teams https://myignite.techcommunity.microsoft.com/sessions/65423

THR1122 – Microsoft Dynamics 365 for Sales: Supercharge your sales team with AI https://myignite.techcommunity.microsoft.com/sessions/66765

THR1125 – Microsoft Dynamics 365 for Sales Professional: Modernizing sales productivity https://myignite.techcommunity.microsoft.com/sessions/66767

BRK2398 – Microsoft Dynamics 365 AI: Accelerate business transformation with the power of AI https://myignite.techcommunity.microsoft.com/sessions/65480

BRK3109 – Microsoft Dynamics 365 for Customer Service: Strategy, investments, and roadmap https://myignite.techcommunity.microsoft.com/sessions/65447

BRK2152 – Microsoft Dynamics 365 for Customer Service: Omni-channel Engagement Hub https://myignite.techcommunity.microsoft.com/sessions/65450

BRK2151 – Microsoft Dynamics 365 for Customer Service: Dynamics 365 Portal – New capabilities and roadmap https://myignite.techcommunity.microsoft.com/sessions/65449

THR3028 – Microsoft Dynamics 365 for Customer Service: Dynamics 365 Portal Authentication demystified https://myignite.techcommunity.microsoft.com/sessions/65452

BRK2222 – Microsoft Dynamics 365 for Field Service: An introduction https://myignite.techcommunity.microsoft.com/sessions/65413

BRK2478 – Microsoft Dynamics 365 for Field Service: Deployment best practices https://myignite.techcommunity.microsoft.com/sessions/65411

BRK2223 – Microsoft Dynamics 365 for Field Service: Enablement with IoT, Mixed Reality, AI, & Mobility https://myignite.techcommunity.microsoft.com/sessions/65412

THR3026 – Microsoft Dynamics 365 for Field Service: Intelligence https://myignite.techcommunity.microsoft.com/sessions/65831

BRK2057 – Microsoft Dynamics 365 for Marketing: Discover how to connect marketing and sales in this application deep dive https://myignite.techcommunity.microsoft.com/sessions/65424

BRK2480 – Microsoft Dynamics 365 for Marketing: An extensible platform https://myignite.techcommunity.microsoft.com/sessions/65425

THR1037 – Microsoft Dynamics 365 for Marketing: Automate your marketing campaigns https://myignite.techcommunity.microsoft.com/sessions/65763

BRK2181 – Common Data Service for Apps: Building enterprise-ready apps with ease https://myignite.techcommunity.microsoft.com/sessions/65834

BRK2052 – Microsoft Common Data Model (CDM): An introductory session https://myignite.techcommunity.microsoft.com/sessions/65415

THR2048 – Microsoft Power BI: Tips and tricks for easily bringing data into the Common Data Service for Applications https://myignite.techcommunity.microsoft.com/sessions/65416

BRK2053 – Dynamics 365: Automate the migration of on-premise Dynamics CRM to the cloud https://myignite.techcommunity.microsoft.com/sessions/65419

BRK1068 – PowerApps and Microsoft Flow: Best Practices for managing these two applications https://myignite.techcommunity.microsoft.com/sessions/65835

BRK2400 – PowerApps: Building PowerApps from scratch? Use Patch! https://myignite.techcommunity.microsoft.com/sessions/66478

BRK2180 – PowerApps: The top 10 new features that will help you build apps with ease https://myignite.techcommunity.microsoft.com/sessions/65833

BRK2166 – PowerApps: Take your skills to the next level https://myignite.techcommunity.microsoft.com/sessions/65832

THR1075 – Canvas- vs. model-driven PowerApps https://myignite.techcommunity.microsoft.com/sessions/66388

THR2224 – Onboarding customers to Microsoft Dynamics 365 for Sales via PowerApps https://myignite.techcommunity.microsoft.com/sessions/66389

THR3050 – PowerApps: Extending custom code with custom Azure Functions https://myignite.techcommunity.microsoft.com/sessions/66116

THR1173 – Introducing the Future of Learning with Microsoft https://myignite.techcommunity.microsoft.com/sessions/67371

THR1108 – Training & Certification Roadmap overview https://myignite.techcommunity.microsoft.com/sessions/66620

BRK1072 – IoT made easy with Azure IoT Central https://myignite.techcommunity.microsoft.com/sessions/65812

BRK2470 – IoT enablement – taking action https://myignite.techcommunity.microsoft.com/sessions/67410

THR2217 – Creating iOT solutions with Microsoft Azure and PowerApps https://myignite.techcommunity.microsoft.com/sessions/66383

THR3150 – Develop IoT solutions with the Azure IoT developer toolbox https://myignite.techcommunity.microsoft.com/sessions/67351

Final Observations

This was my first Ignite so attending the 101 session (BRK1125) with Rick Claus and Joey Snow was extremely useful and I would recommend that to new igniters.

Most sessions were very good although I expected more forward information in the roadmap sessions rather just the next release next week. The real benefits are in talking to people on the booths, on buses and even in queues for rides at the celebration party.

The Hands-on-Labs were great and the ability to take exams at 50% off was popular – I took the Dynamics 365 for Marketing exam at 8am before the conference started

I will be going again, and I recommend it now that Dynamics and BizApps is included.

Posted in Azure, Certification, Dynamics 365, Training | Leave a comment

Dynamics 365 Readiness UK Community Call

I will be taking part in a monthly community call to discuss all Business Applications readiness. The aim is to help people to get up to speed and stay there!

The first call will go over the resources available that I find helpful such as:

  • Dynamics Learning Portal
  • Microsoft Virtual Academy
  • Customer Engage Tech Journey
  • Blogs
  • Training Partners
  • Events
  • and many others

The first call is on Friday September 14th at 12:00PM for half an hour Click here to Register

Future sessions will go into more depth; what is focussed on will depend on the community so have your say

Check back on this blog after the call for the list of resources.

Posted in 365, Certification, Dynamics 365, Training | Tagged | Leave a comment

Interesting post by Joe on Azure with Dynamics 365

When it comes to technology learning, it can often feel as if you are fighting against a constant wave of change, as studying is outpaced by the introduction of new technical innovations. Fighting the tide is often the most desirous outcome to work towards, but it can be understandable why individuals choose to specialise in…

via 4 Reasons Why Dynamics 365 for Customer Engagement Professionals Should Increase Their Microsoft Azure Knowledge — The CRM Chap

Posted in 365, Azure, Development | Tagged | Leave a comment