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Selected Feed: Dynamics 365

Sign up and sign in - Microsoft Flow

https://docs.microsoft.com/en-us/flow/sign-up-sign-in Sign up and sign into Microsoft Flow, and troubleshoot issues with this process.
Published Date : Thursday, January 17, 2019

Use CDS for Apps dialogs for guided processes (Deprecated) - Microsoft Flow

https://docs.microsoft.com/en-us/flow/use-cds-for-apps-dialogs Dialogs are the synchronous or interactive processes that collect and process information by using step-by-step scripts to direct users through a process
Published Date : Thursday, January 17, 2019

Replace dialogs with business process flows or canvas apps - Microsoft Flow

https://docs.microsoft.com/en-us/flow/replace-dialogs Dialogs are deprecated, and should be replaced by business process flows or canvas apps. This topic describes different capabilities of these options as well as situations where a business process flo...
Published Date : Thursday, January 17, 2019

Classic Common Data Service (CDS) for Apps workflows - Microsoft Flow

https://docs.microsoft.com/en-us/flow/workflow-processes Workflows automate business processes without a user interface. People usually use workflow processes to initiate automation that doesn’t require any user interaction.
Published Date : Thursday, January 17, 2019

Flow sign-up Q&A in your organization - Microsoft Flow

https://docs.microsoft.com/en-us/flow/organization-q-and-a Common questions and answers about licenses, administration, and users signing up for Flow in your Office 365 tenant
Published Date : Thursday, January 17, 2019

Release notes - Microsoft Flow

https://docs.microsoft.com/en-us/flow/release-notes Common issues and what's new for Microsoft Flow releases
Published Date : Thursday, January 17, 2019

Administer flows - Microsoft Flow

https://docs.microsoft.com/en-us/flow/guided-learning/administer-flows Learn about using environments and data protection policies to manage data sources and flows.
Published Date : Thursday, January 17, 2019

Create custom business logic through processes with PowerApps - Microsoft Flow

https://docs.microsoft.com/en-us/flow/guide-staff-through-common-tasks-processes Learn about the different types of business logic you can use in your app
Published Date : Thursday, January 17, 2019

Invoke custom actions from a workflow - Microsoft Flow

https://docs.microsoft.com/en-us/flow/invoke-custom-actions-workflow-dialog Learn how to invoke a custom action from a workflow
Published Date : Thursday, January 17, 2019

Get started - Microsoft Flow

https://docs.microsoft.com/en-us/flow/getting-started Quick ways to start automating your work and life with Microsoft Flow
Published Date : Thursday, January 17, 2019

Frequently asked questions - Microsoft Flow

https://docs.microsoft.com/en-us/flow/frequently-asked-questions Answers to several common questions about Microsoft Flow
Published Date : Thursday, January 17, 2019

Create a mobile task flow with PowerApps - Microsoft Flow

https://docs.microsoft.com/en-us/flow/create-mobile-task-flow Design a flow in Dynamics 365 for phones or Dynamics 365 for tablets based on common tasks your users perform. For example, if they need to regularly perform a series of follow-up steps after client m...
Published Date : Thursday, January 17, 2019

Sample: Work with business process flows (Developer Guide for Dynamics 365 Customer Engagement) - Microsoft Flow

https://docs.microsoft.com/en-us/flow/developer/sample-work-business-process-flows The sample demonstrates how to programmatically work with business process flows such as retrieving the business process flow instances for an entity record, retrieving active path for a business process flow instance and its process stages, and changing the active stage.
Published Date : Thursday, January 17, 2019

Environment overview for Administrators - Microsoft Flow

https://docs.microsoft.com/en-us/flow/environments-overview-admin Using, creating, and managing environments in Microsoft Flow
Published Date : Thursday, January 17, 2019

Create a business process flow in PowerApps - Microsoft Flow

https://docs.microsoft.com/en-us/flow/create-business-process-flow Learn how to create a business process flow
Published Date : Thursday, January 17, 2019

Microsoft Flow for enterprise developers, ISVs, and partners - Microsoft Flow

https://docs.microsoft.com/en-us/flow/developer/dev-enterprise-intro An introduction to developing solutions for Microsoft Flow.
Published Date : Thursday, January 17, 2019

Create a flow with Dynamics 365 (online) - Microsoft Flow

https://docs.microsoft.com/en-us/flow/connection-dynamics365 Create useful workflows by using a Dynamics 365 connection and Microsoft Flow
Published Date : Thursday, January 17, 2019

Add an on-demand workflow to a business process flow - Microsoft Flow

https://docs.microsoft.com/en-us/flow/bpf-add-on-demand-workflow You can trigger on-demand workflows from inside a business process flow. For example, you can add an on-demand workflow to a business process flow so that an activity, such as a task or email, is crea...
Published Date : Thursday, January 17, 2019

Let customers test drive your flows on AppSource - Microsoft Flow

https://docs.microsoft.com/en-us/flow/developer/dev-appsource-test-drive Use AppSource to share apps with customers, and generate leads for your business.
Published Date : Thursday, January 17, 2019

Common Data Service - Microsoft Flow

https://docs.microsoft.com/en-us/flow/common-data-model-intro Create a flow to import data, export data, or build approvals with the Common Data Service.
Published Date : Thursday, January 17, 2019

Business process flows overview - Microsoft Flow

https://docs.microsoft.com/en-us/flow/business-process-flows-overview You can help ensure that people enter data consistently and follow the same steps every time they work with a customer by creating a business process flow. For example, you might want to create a busi...
Published Date : Thursday, January 17, 2019

Install Dynamics 365 for Outlook

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-addin/admin-guide/install To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also ho...
Published Date : Thursday, January 17, 2019

Set up Dynamics 365 for Outlook

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-addin/admin-guide/set-up If your users run a recent version of Microsoft Outlook, they can use Microsoft Dynamics 365 for Outlook. Dynamics 365 for Outlook makes it easier for your team to work with Dynamics 365 for Customer ...
Published Date : Thursday, January 17, 2019

Dynamics 365 for Customer Engagement Readme (Known Issues)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/readme-9 This document provides important information about these product versions:
Published Date : Thursday, January 17, 2019

Changelog for Microsoft Graph - Microsoft Graph

https://docs.microsoft.com/en-us/graph/changelog This changelog covers what's changed in Microsoft Graph, including the v1.0 and beta endpoint Microsoft Graph APIs.
Published Date : Thursday, January 17, 2019

Pipelines and activities in Azure Data Factory

https://docs.microsoft.com/en-us/azure/data-factory/concepts-pipelines-activities Learn about pipelines and activities in Azure Data Factory.
Published Date : Wednesday, January 16, 2019

Copy Activity in Azure Data Factory

https://docs.microsoft.com/en-us/azure/data-factory/copy-activity-overview Learn about the copy activity in Azure Data Factory that you can use to copy data from a supported source data store to a supported sink data store.
Published Date : Wednesday, January 16, 2019

Lookup activity in Azure Data Factory

https://docs.microsoft.com/en-us/azure/data-factory/control-flow-lookup-activity Learn how to use Lookup activity to look up a value from an external source. This output can be further referenced by succeeding activities.
Published Date : Wednesday, January 16, 2019

Schema mapping in copy activity

https://docs.microsoft.com/en-us/azure/data-factory/copy-activity-schema-and-type-mapping Learn about how copy activity in Azure Data Factory maps schemas and data types from source data to sink data when copying data.
Published Date : Wednesday, January 16, 2019

Datasets and linked services in Azure Data Factory

https://docs.microsoft.com/en-us/azure/data-factory/concepts-datasets-linked-services Learn about datasets and linked services in Data Factory. Linked services link compute/data stores to data factory. Datasets represent input/output data.
Published Date : Wednesday, January 16, 2019

Administrator role permissions in Azure Active Directory

https://docs.microsoft.com/en-us/azure/active-directory/users-groups-roles/directory-assign-admin-roles An admin role can add users, assign administrative roles, reset user passwords, manage user licenses, or manage domains.
Published Date : Wednesday, January 16, 2019

Security model (Developer Guide for Dynamics 365 for Customer Engagement)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/security-model Provides a security model that protects data integrity and privacy, and supports efficient data access and collaboration.
Published Date : Wednesday, January 16, 2019

Use the Organization service with metadata (Developer Guide for Dynamics 365 for Customer Engagement)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/org-service/use-organization-service-metadata Learn about how to programmactically access and modify the metadata model using the organization service with metadata.
Published Date : Wednesday, January 16, 2019

Extend Dynamics 365 for Outlook (Developer Guide for Dynamics 365 for Customer Engagement apps)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/extend-customer-engagement-outlook Dynamics 365 for Outlook lets users interact with data while they’re offline and not connected to a server. Dynamics 365 for Customer Engagement apps includes features that let you extend your solutions to offline scenarios by calling the web services offline from your custom code. In addition, the Sdk assembly provides programmatic support for basic Outlook actions such as synchronization, going offline or online, and Dynamics 365 for Outlook state verification. Offline programming uses the ASP.NET Development Server.
Published Date : Wednesday, January 16, 2019

Extend Dynamics 365 for Customer Engagement apps on the server (Developer Guide for Dynamics 365 for Customer Engagement)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/extend-dynamics-365-server The section describes capabilities to extend Dynamics 365 for Customer Engagement apps on the server. Compared to extensions you can apply on the client, extensions performed on the server are applied consistently regardless of the client application used to interact with the platform.
Published Date : Wednesday, January 16, 2019

Retail peripherals - Retail | Dynamics 365

https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/retail-peripherals-overview This topic explains the concepts that are related to retail peripherals.
Published Date : Wednesday, January 16, 2019

What's new or changed in Dynamics 365 for Finance and Operations version 8.1.2 (December 2018) - Finance & Operations | Dynamics 365 | #MSDyn365FO

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-8-1-2 This topic describes features that are either new or changed in Dynamics 365 for Finance and Operations version 8.1.2. This version was released in December 2018.
Published Date : Wednesday, January 16, 2019

Grow your business in Azure with AppSource

https://docs.microsoft.com/en-us/azure/marketplace/grow-your-business-with-appsource Information about using AppSource, which enables Microsoft partners to make partner technology and services discoverable to customers through a Microsoft-supported online storefront.
Published Date : Wednesday, January 16, 2019

Go-to-market benefits of the Azure Marketplace

https://docs.microsoft.com/en-us/azure/marketplace/grow-your-business-with-azure-marketplace The GTM benefits of the Azure Marketplace and AppSource for app and service publishers
Published Date : Wednesday, January 16, 2019

Overview of Azure Digital Twins

https://docs.microsoft.com/en-us/azure/digital-twins/about-digital-twins Learn more about Azure Digital Twins, an Azure IoT solution for spatial intelligence.
Published Date : Wednesday, January 16, 2019

Improvements in end-user experiences - Release Notes

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/powerapps/powerapps-delights-end-users We have doubled-down on providing high-quality end-user experiences.
Published Date : Wednesday, January 16, 2019

Sync specific appointments to Exchange - Release Notes

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/powerapps/sync-specific-appointments-to-exchange Create appointments in Dynamics 365 and save them without synchronizing to Exchange
Published Date : Wednesday, January 16, 2019

Microsoft PowerApps - Release Notes

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/powerapps/ PowerApps is a service that lets you build business apps that run in a browser or on a phone or tablet, and no coding experience is required.
Published Date : Wednesday, January 16, 2019

Capabilities for app creators - Release Notes

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/powerapps/continued-innovation-for-app-makers Anyone who builds a canvas or model-driven app now has more capabilities.
Published Date : Wednesday, January 16, 2019

October '18 summary of planned features for Microsoft PowerApps - Release Notes

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/powerapps/planned-features A full list of all the major new features that will be available in the October '18 release of Microsoft PowerApps.
Published Date : Wednesday, January 16, 2019

Extend Dynamics 365 entity forms with embedded canvas apps - Release Notes

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/powerapps/extend-dynamics-365-entity-forms-with-embedded-canvas-apps Embed canvas apps in any Sales, Service, Marketing, or custom-entity form, and leverage the power of rich, low-code customization and more than 200 data sources
Published Date : Wednesday, January 16, 2019

Organize contacts in live org charts for accounts - Release Notes

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/dynamics365-sales/live-org-charts Live org chart to maintain a external organization structure for accounts
Published Date : Wednesday, January 16, 2019

Administration and setup frequently asked questions (Dynamics 365 for Marketing)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/setup-troubleshooting Solutions to common questions and issues that can occur during the initial setup and ongoing administration of Dynamics 365 for Marketing
Published Date : Wednesday, January 16, 2019

Sample: Simplified connection quick start (Developer Guide for Dynamics 365 for Customer Engagement)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/xrm-tooling/sample-simplified-connection-quick-start This sample shows you how to connect to the Dynamics 365 for Customer Engagement (online) Customer Engagement web services using the CrmServiceClient and perform basic create, update, retrieve, and delete operations on an entity.
Published Date : Wednesday, January 16, 2019

Query Data using the Web API (Developer Guide for Dynamics 365 for Customer Engagement)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/webapi/query-data-web-api Read about the various ways to query Dynamics 365 for Customer Engagement data using the Dynamics 365 for Customer Engagement Web API and various system query options that can be applied in these queries
Published Date : Wednesday, January 16, 2019

Get started with Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/modules/get-started-with-dynamics-365-for-customer-service/ Customer service is a key aspect of any customer relationship management strategy. Microsoft Dynamics 365 for Customer Service has many features that organizations can use to manage the services they provide to customers.
Published Date : Wednesday, January 16, 2019

Using IoT Central with Connected Field Service

https://docs.microsoft.com/en-us/learn/modules/using-iot-central-with-connected-field-service/5-knowledge-check This quiz will test your knowledge of Using IoT Central with Connected Field Service.
Published Date : Wednesday, January 16, 2019

Work with cases in Microsoft Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/paths/work-with-cases-in-dynamics-365-for-customer-service/ This learning path focuses on Case Management capabilities of Dynamics 365 for Customer Service including options for creating cases, managing the case resolution process, working with case hierarchies and merging similar cases. Queues can be leveraged to maintain and manage Case workloads for customer service agents to include defining queues for different types of cases, managing queue items, picking and releasing queue items, and designing queue routing rules.
Published Date : Wednesday, January 16, 2019

Manage and drive actions from survey responses with Voice of the Customer for Dynamics 365

https://docs.microsoft.com/en-us/learn/modules/voc-managing-driving-action-from-surveys/ This module will focus on effectively managing and automating survey distribution and next step actions for surveys that were created by using the Voice of the Customer solution. It will examine and compare different survey distribution options, and survey cloning, import, and translation options. You'll also learn how to use workflows to automate the process of sending out surveys, how to surface survey results in Microsoft Dynamics 365, and how to use analytics to drive next steps.
Published Date : Wednesday, January 16, 2019

Register and Manage Customer Devices with Connected Field Service for Dynamics 365 and Azure IoT

https://docs.microsoft.com/en-us/learn/modules/register-and-manage-customer-devices-with-connected-field-service/ This module will focus on Register and Manage Customer Devices with Connected Field Service add-on for Dynamics 365 for Field Service. The module will walk you through building an IoT Central application and escalating the alerts into Dynamics 365.
Published Date : Wednesday, January 16, 2019

Voice of the Customer for Dynamics 365

https://docs.microsoft.com/en-us/learn/paths/dyn365-voice-of-customer/ This learning path introduces you to the basics of Voice of the Customer for Dynamics 365.
Published Date : Wednesday, January 16, 2019

Working with Connected Field Service for Dynamics 365 and Azure IoT

https://docs.microsoft.com/en-us/learn/paths/working-with-connected-field-service-iot/ This learning path introduces you to connected Field Service and Azure IoT. Included in this learning path is identifying exceptions, register and manage devices, remotely monitor and service equipment, and using IoT central with connected Field Service.
Published Date : Wednesday, January 16, 2019

Remotely Monitor and Service Customer Equipment with Connected Field Service for Dynamics 365 and Azure IoT

https://docs.microsoft.com/en-us/learn/modules/remotely-monitor-and-service-customer-equipment/ This module will focus on the end to end process of remotely monitoring IoT enabled devices using the Connected Field Service solution including device registration, working with alerts, and designing processes to take specific actions.
Published Date : Wednesday, January 16, 2019

Work with entitlements and service level agreements in Microsoft Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/paths/work-with-entitlements-and-slas-in-microsoft-dynamics-365-for-customer-service/ This learning path focuses on working with entitlements and service level agreements in Microsoft Dynamics 365 for Customer Service.
Published Date : Wednesday, January 16, 2019

Managing cases with Microsoft Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/modules/managing-cases-with-dynamics-365/ Create cases, manage the case resolution process, work with case hierarchies, and merge similar cases.
Published Date : Wednesday, January 16, 2019

Work with Knowledge Management Solutions in Microsoft Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/paths/work-with-knowledge-management-solutions-in-microsoft-dynamics-365-for-customer-service/ This learning path focuses on working with Knowledge Management Solutions in Microsoft Dynamics 365 for Customer Service.
Published Date : Wednesday, January 16, 2019

Knowledge check: Get started in PowerApps

https://docs.microsoft.com/en-us/learn/modules/get-started-with-powerapps/6-knowledge-check This knowledge check tests your knowledge of how to get started in PowerApps.
Published Date : Wednesday, January 16, 2019

Identify Exceptions with Connected Field Service

https://docs.microsoft.com/en-us/learn/modules/identify-exceptions-with-connected-field-service/7-knowledge-check This quiz will test your knowledge of identifying exceptions with connected Field Service
Published Date : Wednesday, January 16, 2019

Consuming Knowledge Articles for Case Resolutions in Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/modules/consuming-knowledge-articles-for-case-resolutions/ This module will focus on how to use the Knowledge Management capabilities of Dynamics 365 to resolve cases inside Dynamics 365 including how to customize Dynamics 365 entities to consume Knowledge Articles, searching for and linking knowledge Articles, controlling article display options, and using article analytics to drive Knowledge Manage options.
Published Date : Wednesday, January 16, 2019

Remotely Monitor and Service Customer Equipment

https://docs.microsoft.com/en-us/learn/modules/remotely-monitor-and-service-customer-equipment/7-knowledge-check This quiz will test your knowledge of remotely monitoring and servicing customer equipment.
Published Date : Wednesday, January 16, 2019

Using IoT Central with Connected Field Service for Dynamics 365

https://docs.microsoft.com/en-us/learn/modules/using-iot-central-with-connected-field-service/ This module will focus on using IoT Central with Connected Field Service add-on for Dynamics 365 for Field Service. The module will walk you through building an IoT Central application and escalating the alerts into Dynamics 365.
Published Date : Wednesday, January 16, 2019

Identify Exceptions with Connected Field Service for Dynamics 365 and Azure IoT

https://docs.microsoft.com/en-us/learn/modules/identify-exceptions-with-connected-field-service/ This module will focus on the proactive detection of anomalies in the IoT device telemetry. Additionally, this module will cover the customization of the Connected Field Service components to handle different telemetry from the device and options for storing detail data for future analysis.
Published Date : Wednesday, January 16, 2019

Design Voice of the Customer for Dynamics 365 surveys

https://docs.microsoft.com/en-us/learn/modules/designing-voc-surveys/ This module will focus on how to drive customer engagement through surveys by using the Microsoft Dynamics 365 Voice of the Customer solution. It explains how to deploy the Voice of the Customer solution, use themes and images in surveys, design surveys, design survey questions, and control survey options like unsubscribe options.
Published Date : Wednesday, January 16, 2019

Create and manage entitlements in Microsoft Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/modules/creating-and-managing-entitlements-in-dynamics-365/ This module will focus on Microsoft Dynamics 365 entitlements and how they're used to define and track information about support contracts. It includes information about creating and defining entitlements, setting up entitlement terms and types, defining related records, and managing the entitlement lifecycle.
Published Date : Wednesday, January 16, 2019

Use Microsoft Dynamics 365 for Customer Service queues to manage case workloads

https://docs.microsoft.com/en-us/learn/modules/using-dynamics-365-queues-to-manage-case-workloads/ Use Microsoft Dynamics 365 for Customer Service queues to manage case workloads
Published Date : Wednesday, January 16, 2019

Dynamics 365 for Customer Service Service Level Agreements

https://docs.microsoft.com/en-us/learn/modules/dynamics-365-service-level-agreements/ This module will focus on Dynamics 365s Service Level Agreements (SLAs) and how they can be leveraged to define and track KPIs including defining business closures and working hour schedules, determining SLA triggering conditions, defining SLAs, building SLA items, managing SLAs and working with SLA pause statuses.
Published Date : Wednesday, January 16, 2019

Create and design knowledge management solutions in Dynamics 365 for Customer Service

https://docs.microsoft.com/en-us/learn/modules/creating-and-designing-knowledge-management-solutions/ This module will focus on building knowledge management solutions by using Microsoft Dynamics 365. It provides an overview of the different knowledge management options that are available, and includes information about defining knowledge articles, managing article versions, and publishing articles.
Published Date : Wednesday, January 16, 2019

Get started with Connected Field Service

https://docs.microsoft.com/en-us/learn/modules/get-started-with-connected-field-service/6-knowledge-check This quiz will test your knowledge of Connected Field Service.
Published Date : Wednesday, January 16, 2019

Response routing and survey scoring options in Voice of the Customer for Dynamics 365

https://docs.microsoft.com/en-us/learn/modules/voc-response-routing-survey-scoring/ This module will focus on how to use advanced survey options to tailor the experience of survey respondents. It includes information about linking survey questions, using client-side and server-side routing options, creating survey scoring models, and personalizing surveys by using piped data.
Published Date : Wednesday, January 16, 2019

Get stared with Connected Field Service for Dynamics 365 and Azure IoT

https://docs.microsoft.com/en-us/learn/modules/get-started-with-connected-field-service/ This module will focus on the initial deployment of the Connected Field Service add-on for Dynamics 365 for Field Service. The module will walk you through the installation and an understanding of the components installed as part of the out of the box template application.
Published Date : Wednesday, January 16, 2019

Product names and service plan identifiers for licensing in Azure Active Directory

https://docs.microsoft.com/en-us/azure/active-directory/users-groups-roles/licensing-service-plan-reference Identifier map to manage Azure AD licensing in the Azure portal, the Office 365 portal, PowerShell, or Microsoft Graph
Published Date : Tuesday, January 15, 2019