Archives

Archives / 2017 / March
  • Configure Dynamics 365 Portal to your Dynamics 365 CRM

    Step1: Open https://portal.office.com and login with your CRM credentials

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    Step2: Go to “Admin” tab as shown below

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    Step3: Expand “Admin Centers” tab (on left) and Click on Dynamics 365 tab

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    Step4: Click on “APPLICATIONS” tab as shown below

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    Step5: Go to “Portal Add-On” Option and click on “MANAGE” icon

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    Step6: Give portal information according to your requirement using following options and click on “Submit” button

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    Step7: Accept Terms of Service by clicking “Accept” button (it takes couple of minutes)

    Then it ask to “Sign in” to accept the Microsoft CRM Portal permissions as shown below

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    Step8: On accepting permissions a successful message will be displayed as shown below

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    Step9: Portal will take 2-5 minutes to configure, you can check the status by refreshing page as shown below
    Note: you can find [Portal name]-Configuring as shown below

    MTC Demo Portal-Configuring

    Enabled

    Once your portal is configured you can see only [Portal name]

    MTC Demo Portal

    Enabled

     

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    You can manage other solutions using “Manage” then select the solution and clicking on “INSTALL” option as shown below

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    Step10Congratulations your portal has been created. Go to URL to open portal.

    Note: URL which you provided while creating portal (Step6 for reference)

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  • Dynamics 365 (Online CRM) & Exchange online - Unable to track emails in Queue (Server side Synchronization):

    In Case if CRM queues did not receive incoming (Track) emails from INTERNAL users and able to track outside users sent emails   without any problem.

       1. Navigate to SETTINGS –> ADMINISTRATION –>SYSTEM SETTINGS –> EMAIL, the box “Track emails sent between Dynamics 365 users as two activities” must be CHECKED

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        2.  Download the OrgDBOrgSettings tool from below link and install it as a solution where it is called “OrganizationSettingsEditor”.

                                      https://orgdborgsettings.codeplex.com

    3   After opening, look for the value DoNotIgnoreInternalEmailToQueues. The default is FALSE.  That must be changed to TRUE as the bottom text explains.

    As show in below screen shot…

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