Latest imported feed items on All about Dynamics 365 for Talent Latest imported feed items on All about Dynamics 365 for Talent https://thierrysdynamics365fortalent.com/ 2020-07-11T00:08:37+00:00 WP RSS Aggregator https://community.dynamics.com/thread/395416?ContentTypeID=0 Worker Types other than Employee and Contractor 2020-07-11T00:46:20.000+02:00 Hi community, I am exploring the D365 HR product and trying to complete some gap analysis. I understand there are two types of workers out-of-the-box, Employee and Contractor. And an Employee type worker will have some benefits and compensation associated. The scenario I am working on is for an IT consulting business, and it has three types of workers, Employee, Contractor, and Billable Employee. The Billable Employee type basically has something mixed from Employee and Contractor. In D365 HR, how easy is that to setup a new worker type and configure it to match the needs? Thank you in advance, Jimmy Hi community,

I am exploring the D365 HR product and trying to complete some gap analysis. I understand there are two types of workers out-of-the-box, Employee and Contractor. And an Employee type worker will have some benefits and compensation associated.

The scenario I am working on is for an IT consulting business, and it has three types of workers, Employee, Contractor, and Billable Employee. The Billable Employee type basically has something mixed from Employee and Contractor. In D365 HR, how easy is that to setup a new worker type and configure it to match the needs?

Thank you in advance,

Jimmy

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jliang55 https://community.dynamics.com/365/talent/f/dynamics-365-for-talent-forum/rss Dynamics 365 Talent Forum
https://365community.online/save-your-flow-run-history-to-azure-table-storage?utm_source=rss&utm_medium=rss&utm_campaign=save-your-flow-run-history-to-azure-table-storage Save your flow run history to Azure Table Storage 2020-07-10T20:38:21.000+02:00 Power Automate flow run history is available for no longer than 28 days in EMEA located environments because of GDPR. General Data Protection Regulation (GDPR) requires us to keep run logs for no longer than 28 days. To maintain a longer history you’ll need to manually capture run histories before they are deleted. Information on […] The post Save your flow run history to Azure Table Storage appeared first on 365 Community. Power Automate flow run history is available for no longer than 28 days in EMEA located environments because of GDPR.

General Data Protection Regulation (GDPR) requires us to keep run logs for no longer than 28 days. To maintain a longer history you’ll need to manually capture run histories before they are deleted.

Information on the 28-day run history

With the custom connector to get…

Continue Reading StefanS365’s Article on their blog

Save your flow run history to Azure Table Storage – There’s Something About Dynamics 365

Posted by Power Automate flow run history is available for no longer than 28 days in EMEA located environments because of GDPR. General Data Protection Regulation (GDPR) requires us to keep run logs for no longer than 28 days. To maintain a longer history you’ll need to manually capture run histories before they are deleted.

Blog Syndicated with StefanS365’s Permission

The post Save your flow run history to Azure Table Storage appeared first on 365 Community.

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Stefan Strube https://365community.online/feed/ dynamics365blogs
https://365community.online/cumulative-update-for-business-central-july-2020?utm_source=rss&utm_medium=rss&utm_campaign=cumulative-update-for-business-central-july-2020 Cumulative Update for Business Central July 2020 2020-07-10T17:08:05.000+02:00 Cumulative Update includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics Business Central MS Dynamics Business Central 2020 Wave 1 (BC16) :- CU 16.3 MS Dynamics 365 Business Central 2019 Release Wave 2(15.8) :- CU 15.8 Business Central Spring Release (BC14) :- CU14 Warning Before you install a cumulative update… […] The post Cumulative Update for Business Central July 2020 appeared first on 365 Community.

Cumulative Update includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics Business Central

MS Dynamics Business Central 2020 Wave 1 (BC16) :- CU 16.3

MS Dynamics 365 Business Central 2019 Release Wave 2(15.8) :- CU 15.8

Business Central Spring Release (BC14) :- CU14

Warning

Before you install a cumulative update…

Continue Reading Ammolh Saallvi’s Article on their blog

Cumulative Update for Business Central July 2020

Cumulative Update includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics Business Central MS Dynamics Business Central 2020 Wave 1 (BC16) :- CU 16.3 MS Dynamics 365 Business Central 2019 Release Wave 2(15.8) :- CU 15.8 Business Central Spring Release (BC14) :- CU14 Warning Before you install a cumulative update…

Blog Syndicated with Ammolh Saallvi’s Permission

The post Cumulative Update for Business Central July 2020 appeared first on 365 Community.

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Amol Salvi https://365community.online/feed/ dynamics365blogs
https://365community.online/dynamics-crm-javascript-error-cannot-read-property-getformcontext-of-undefined?utm_source=rss&utm_medium=rss&utm_campaign=dynamics-crm-javascript-error-cannot-read-property-getformcontext-of-undefined Dynamics CRM Javascript Error Cannot read property ‘getFormContext’ of undefined 2020-07-10T14:14:00.000+02:00 If you are getting “Cannot read property ‘getFormContext’ of undefined” error, please make sure that you check “Pass execution context as first parameter” checkbox in the event handler properties. Random Javascript code to Hide Quote sungrid on Oppotunity based on Two option field Requirement Forum link –… Continue Reading BIPIN KUMAR’s Article on their blog […] The post Dynamics CRM Javascript Error Cannot read property ‘getFormContext’ of undefined appeared first on 365 Community. If you are getting “Cannot read property ‘getFormContext’ of undefined” error, please make sure that you check “Pass execution context as first parameter” checkbox in the event handler properties. Random Javascript code to Hide Quote sungrid on Oppotunity based on Two option field Requirement Forum link –…

Continue Reading BIPIN KUMAR’s Article on their blog

Dynamics CRM Javascript Error Cannot read property ‘getFormContext’ of undefined

If you are getting “Cannot read property ‘getFormContext’ of undefined” error, please make sure that you check “Pass execution context as first parameter” checkbox in the event handler properties. Random Javascript code to Hide Quote sungrid on Oppotunity based on Two option field Requirement Forum link – https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/394826/locking-ability-to-create-quote-until-required-approvals-met/1065876#1065876 function HideQuoteTab(executionContext) { alert(“Triggered”); var _formContext=executionContext.getFormContext(); if(_formContext.getAttribute(“new_approved”).getValue()…

Blog Syndicated with BIPIN KUMAR’s Permission

The post Dynamics CRM Javascript Error Cannot read property ‘getFormContext’ of undefined appeared first on 365 Community.

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BIPIN KUMAR https://365community.online/feed/ dynamics365blogs
https://changethework.com/defis-rh-post-covid/?utm_source=rss&utm_medium=rss&utm_campaign=defis-rh-post-covid Après la crise sanitaire, les nouveaux défis des RH 2020-07-08T18:47:24.000+02:00 Face à l’épidémie du coronavirus, les capacités d’adaptation à des situations incertaines des entreprises du CAC 40 et du Next40 ont été mises à rude épreuve. A l’aune de ces bouleversements, comment les RH anticipent-elles l’organisation du travail de demain ? L’étude réalisée par Payfit, en partenariat avec le groupe RH&M, OasYs et OpinionWay auprès […] The post Après la crise sanitaire, les nouveaux défis des RH appeared first on Change the work. Face à l’épidémie du coronavirus, les capacités d’adaptation à des situations incertaines des entreprises du CAC 40 et du Next40 ont été mises à rude épreuve. A l’aune de ces bouleversements, comment les RH anticipent-elles l’organisation du travail de demain ? L’étude réalisée par Payfit, en partenariat avec le groupe RH&M, OasYs et OpinionWay auprès […]

The post Après la crise sanitaire, les nouveaux défis des RH appeared first on Change the work.

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Cyrien du Fay du Choisinet https://changethework.com/rss ChangeTheWork
https://readyxrm.blog/2020/07/08/power-platform-2020-wave-2-release-plan-power-apps-portals-edition/ Power Platform 2020 Wave 2 Release Plan – Power Apps portals edition! 2020-07-08T15:57:38.000+02:00 Today the Power Platform Wave 2 Release plan was released and I am sure that there are a dozen blogs providing an overview of the various new features and directions of the Power Platform. …and this blog is another one of them. Let’s dive in. The release plans were pretty light on details around portals,… Continue reading Power Platform 2020 Wave 2 Release Plan – Power Apps portals edition! Today the Power Platform Wave 2 Release plan was released and I am sure that there are a dozen blogs providing an overview of the various new features and directions of the Power Platform.

…and this blog is another one of them. Let’s dive in. The release plans were pretty light on details around portals, but I hope I can shed some of my opinions on this new info.

You can read the Power Platform 2020 Wave 2 Release Plan here;

https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave2/

Power Apps portals On-premise edition!

…is NOT one of the new features in the Power Platform 2020 release plan. I *did* have you going a brief second. Ok, I had my fun, lets get serious.

Power Apps portals Web API Generally Available… Next February?

The feature I have been waiting on for what seems like years is the ability to have a WebAPI available within portals to be able to securely create, update and delete records directly in the Common Data Service without have to submit a entity form or a web form or kick off a workflow.

Consider something like having an editable grid or being able to add a rating to a product.

The last release plan indicated that there could be a private preview by June of this year, but it appears that also has been delayed. However, announcing a GA date (next February) is encouraging.

In the meantime, you can still create a companion app, or even call Power Automate to update records (a method with some security concerns).

Power Virtual Agents as a component of the Power Apps portals Studio

Currently, this is an easy thing to do by adding a Power Virtual Agent embed code to your portal page (See my blog post on how to do this here). The team at Microsoft continues to enhance the Portal Studio (updated theme editor, ability to add Power BI components) and soon you will be able to “drag and drop” a Power Virtual Agent directly on your page.

Entity Permission Configuration

One aspect of portals that I see folks struggle with is applying entity permissions properly. This is likely because the process to add entity permissions required multiple steps in both the Portal Studio (to enable entity permissions for a list or form) and to setup the entity permissions, web roles and users in the Portal Management app. The release plan alludes to a new way simple way to configured entity permission in the Portal studio.

The Big One…

Power Apps component framework control support in Power Apps portals.

This is huge! If you look at other portal or web platforms, there are hundreds of plug-ins, add-ons and controls that you can add to your web pages to build fully-enabled web applications. The ability to access an already growing list of PCF controls and the ability to target portal apps will greatly increase the value of using Power Apps portals. This obviously would have a dependency on the portal WebAPI. This would also be a good call to action to start learning and understanding how PCF controls are built. MVP Scott Durrow has released a self-paced online course by clicking here;

https://learn.develop1.net/courses/pcf-for-model-driven-apps

Release Plans: What’s Missing?

There are still some things that I would like to see such as a simplified web form editor. The ability to see usage statistics such as logins and page views still doesn’t seem to surfaced yet, but that was announced in an earlier wave.

Summary

It’s good to see Microsoft is continuing to invest in Power Apps portals. I would have liked to see WebAPI access come sooner, but I would also hope it is done correctly as opposed to just quickly. I am pretty excited about the prospect of being able to add PCF controls to my portal pages and its interesting to see the evolution of the Portal studio.

Cover Photo by JESHOOTS.COM on Unsplash

Nick Doelman is a Microsoft Business Applications MVP and has just been awarded for the 4th time. Join Nick and others in the upcoming “Fall into Portals” online conference this coming October.

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Nick Doelman https://readyxrm.blog/rss ReadyXRM
https://malindonosomartnes.com/2020/07/08/dynamics-365-marketing-2020-release-wave-2/ Dynamics 365 Marketing 2020 release wave 2 2020-07-08T15:04:19.000+02:00 What are the new features of Dynamics 365 Marketing in 2020 release wave 2? Read the post and find out. In this release the team has invested in some great areas, their key investment areas are:

  • A revamped customer journey designer experience.
  • Microsoft Teams integration for webinars
  • Improved social posting and analytics
  • The ability to use natural language to create segments

What are the features and when will they be in Public Preview (PP), what will be in Early access (EA) and when will they be General available (GA)? Keep reading.

Use continuously updating, multidata source segments from Customer Insights in your marketing campaigns – GA October ’20

The important integration with Customer Insights keep getting better. From October marketers can see the segment creation logic and discover CI segments instantly. The segments from CI are automatically updated, but can also be saved static segments in Marketing. The marketer can now also choose if they want to use native Marketing dynamic segments or CI segments in a customer journey. Better flexibility for the marketer and a very good way of utilizing the dynamic Customer Insights segments!

Create customized emails faster – EA August ’20. GA October ’20

The email editor will be improved, you now don’t need to use HTML as much. You’ll be able to add more than three columns to the email, better support for Outlook rendering and improved email editing performance, including faster loading and element interaction.

Collect data from form submissions more easily with expanded entity
options – EA August ’20. GA October ’20

Yes, yes, yes, yes! I’ve been waiting for this! Marketers now get the ability to collect form submissions and store them under another entity! They can now manage form submission data as they want, and create workflows to store the form submissions as any other entity. Gone is the restriction where you need to connect a form to a Lead or a Contact.

Collect and manage form submissions under an entity other than Lead or Contact
Collect and manage form submissions under an entity other than Lead or Contact

Run webinars and meetings using direct integration with Microsoft Teams – EA August ’20. GA October ’20

Yet another BIG feature from the Marketing team. Marketing now includes a direct integration with Microsoft Teams live events and meetings! Marketers can create and host live events with Microsoft Teams as the webinar provider. Webinar are setup as a Teams live event or a Teams meeting, these can then be integrated directly into Marketing events. Who doesn’t love Microsoft Teams!

Use Microsoft Teams as your webinar providor
Use Microsoft Teams as your webinar providor

Build customer journeys more efficiently using the new canvas experience – EA August ’20. GA October ’20

The Marketing team has completely redesigned the customer journey canvas, they’ve made it more intuitive and efficient. Just look at this list of features

  • Enhanced performance and reliability when building complex, multi-step journeys
  • Simplified time-related journey actions
  • Negative journey paths!!!!
  • Horizontal and vertical views
The new customer journey
The new customer journey

Create and manage content-rich social media posts and easily monitor performance – EA August ’20. GA October ’20

Redesigning and making things work even better seems to be core to this release of Marketing. That’s also what they’ve done with the social posting, redesigned the post creation experience and the scheduling experience.

Use natural language to create targeted segments – PP October ’20

This feature is only coming in Public Preview in October, with no GA date. With this you can use simple words to specify the attributes and logic for segments, so you can find the exact audience you want. You can create the segment of “customers who live in Norway, but not in Oslo and work in tech.”

Build a segment with natural language
Build a segment with natural language

Read the full release notes on Dynamics 365 and on the Power Platform.

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/feed malinsdynamics365fortalent.com
https://malindonosomartnes.com/2020/07/08/dynamics-365-human-resources-2020-release-wave-2/ Dynamics 365 Human Resources 2020 release wave 2 2020-07-08T14:33:50.000+02:00 What are the new features of Dynamics 365 Human Resources in 2020 release wave 2? Read the post and find out. What a release this is! I think it’s my favourite release since I started working with the system back in March 2018!

This release the Dynamics 365 Human Resources team are focusing on these five areas:

  • Transform the employee experience
  • Build an HCM ecosystem
  • Optimize HR programs
  • Unlock your HR data
  • Enrich your existing Microsoft solutions with HR data

Let’s dig in to all the features and when they are in Public Preview (PP) and when they are General available (GA)

New entities in CDS

They continue to work on getting entities into CDS from HR, here are the new entities and when you’ll find them in CDS. This means that there are even more entities that you can use together with the Power Platform.

  • Benefits management – GA October ’20
    This will help you with integration to your payroll and benefit providers.
    • Setup entities
    • Benefit plan entity
    • Worker enrolled benefit entities
  • Skills and certificates – GA October ’20
    Finally, we can use this information in other Dynamics 365 applications that use skills and certificates, like Field Service and PSA/Project
  • Scenario-specific APIs – PP September ’20, GA October ’20
    I look forward to seeing how this will work and how we can integrate closer with recruiting solutions.
  • Performance entities – GA November ’20
    With the performance entities in CDS you can now do integration, reporting and extend it with for example a Power App.

New stuff😍

Custom links in Manager self-service – GA December ’20

You can add links to the manager self-service page the same way as you can do in the “My information” tab in Employee self-service page.

Manager access to employee attachments – GA February ’20

This is a feature I really thought was already there. But now managers can get access to documents that employees and HR have uploaded.

Employee Leave and absence experience in Microsoft Teams – GA October ’20

This is a cool feature that I’ve tested and blogged about, getting ready for GA in October.

Automated address validation – GA October ’20

HR will now verify alternate addresses and give alternate suggestions if available.

Integration with LinkedIn Talent Hub – PP July ’20, GA October ’20

This is the integration we have all been waiting for since they deprecated Attract is now finally here! You can test it in July and it will be in GA from October. This is going to help everyone that used Attract and is now looking for a new ATS.

Enhanced candidate profile in Personnel Management – PP September ’20. GA October ’20

Have you ever set up a trial in HR, and you’ve seen the section “candidates to hire” and wonder where they came from? It seems to have been something left from AX, but wasn’t really needed in Core HR because you had Attract. Now that is changing! You can now create candidates in personnel management and include a lot of details about them. All the information about the candidate can then be transferred to the new employee record. Easy and really helpfull.

Manager can submit a recruiting request for open positions – PP September ’20. GA October ’20

A manager that want’s to hire a new employee, can now create a request to recruit which will initiate a workflow. In this workflow you will be able to populate the request form with default job and position information that can also be changed if needed. The managers can also track the status of the hiring process with the recruiter.

Organization and Personnel management workflow experience enhancements – PP September ’20. GA October ’20

The workflow for new hire requests and changes to existing employees or positions will be improved.

Azure AD integration – PP October ’20. GA December ’20

It seems like AAD will be even more tightly connected with HR, which is needed, why would you want to administer users and access any other places than AAD?

Enable simplified integration with payroll providers (Phase 1) – PP October ’20. GA December ’20

This feature will enable partners to use an API for pay roll systems. This will also enable employees and HR professionals to view and update payroll related information through deep linking with SSO!

Leave and absence

  • Leave and absence workflow experience enhancements – PP September ’20. GA October ’20
    Employees and managers can update or cancel leave requests.
  • Provide additional insight into leave balances – PP October ’20. GA November ’20
    The leave balance insights will simplify viewing of employee leave balances to a single place. It will also give the employee and manager insight into accrual amount, time off taken and remaining time off.
  • Cross company view of employee leave for managers – PP November ’20. GA December ’20

The last one for leave and absence is so big and is so important that I want to highlight it;

Approved leave integrated with Microsoft Outlook Calendar – PP February ’21. GA March ’21

When time off is approved for an employee, their Outlook calendar will automatically update – how cool is that!

Create customized reports – PP November ’20. GA December ’20

Oh how I’ve waited for this! This I can’t wait to play with in November. You can create custom reports for human resources, time, finance and other data. AND you can embed custom reports in workspaces.

This is such an amazing list of new and enhanced features and the kind of development speed I was dreaming of seeing once they deprecated Attract and Onboard.

I’m very happy!

Read the full release notes on Dynamics 365 and on the Power Platform.

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/feed malinsdynamics365fortalent.com
https://powerapps.microsoft.com/fr-fr/blog/learn-how-to-convert-your-ideas-to-solutions-with-power-platform/ Learn how to convert your ideas to solutions with Power Platform 2020-07-02T21:40:00.000+02:00 Have you ever faced a time where you just started Power Apps but didn’t know where to start? Or you are a pro-developer wanting to know about the best practices on planning and driving the Power Apps project? Today is your day! We have just launched a new set of documents on how you can convert your ideas to solutions with Power Platform. https://powerapps.microsoft.com/fr-fr/blog/feed powerapps.microsoft.com https://powerapps.microsoft.com/fr-fr/blog/reminder-making-the-move-to-dynamics-365-app-for-outlook-and-unified-interface/ Reminder: Making the move to Dynamics 365 App for Outlook and Unified Interface 2020-06-30T17:24:11.000+02:00 Following our previous announcement on the deprecation of Dynamics 365 for Outlook ( also known as Outlook COM Add-in), now is the time to make the move to Dynamics 365 App for Outlook prior to October 1, 2020. Microsoft will continue to provide support, security and other critical updates to the Outlook COM Add-in until October 1, 2020.  https://powerapps.microsoft.com/fr-fr/blog/feed powerapps.microsoft.com https://meganvwalker.com/making-the-most-of-the-email-subject-and-preview-text/ Making The Most Of The Email Subject And Preview Text 2020-06-10T14:30:00.000+02:00 When you are creating your marketing emails, how much are you considering the subject line? Are you paying much attention and considering how it will appear in different mail clients? What about the preview text? Is it important? When creating your marketing emails it might not be that obvious where to add the preview text, … Continue reading Making The Most Of The Email Subject And Preview Text When you are creating your marketing emails, how much are you considering the subject line? Are you paying much attention and considering how it will appear in different mail clients? What about the preview text? Is it important? When creating your marketing emails it might not be that obvious where to add the preview text, so in this post we will take a look at how to add it, and why it’s important.

When creating your content in the Designer, you see the Subject and To fields at the top.

If you click on the arrow to the right of the To field, this will drop down to display the email from name and email address, along with the Preview Text field. So without doing this, your Preview Text will be empty.

Let’s look at two emails received by a Contact, one with a dynamic subject and preview text, and one where the subject is static, and without anything in the preview text. Below we can see the contact’s first name is used along with some emoji’s 😊 – then some text for the preview and another emoji for good measure.

Now if we review the two emails that were sent, we can see the bottom email is the one with the preview text. The top one that had the preview text field left blank is left to display whatever is first in the email. So in tis case, it shows the Forward to a friend and view in browser text from the first links at the top of the email. So without the preview text we are leaving it to chance what will be displayed.

Another thing to keep in mind, but not dwell on too much, is how your emails will look in different mail clients. The image above is from the Outlook Web Client, while the one below is from the Gmail Web Client.

This is how the emails look in the Gmail Phone App…

And here we can see them in the Outlook Desktop client.

So make sure you consider not only the subject line of your marketing emails, but the preview text too. They should make for more enticing looking emails that hopefully all of your Contacts will open! 🙏

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Megan V. Walker https://meganvwalker.com/feed/ Megan V. Walker
https://meganvwalker.com/using-content-settings-for-dynamic-social-profile-links/ Using Content Settings For Dynamic Social Profile Links 2020-06-04T09:30:00.000+02:00 When sending out emails using the Dynamics 365 for Marketing app, a Customer Journey is needed each time. For each Customer Journey, you must determine the Content Settings to use for the entirety of the journey. Your Content Settings hold things like the organisations address, social media links, the subscription centre and a link for … Continue reading Using Content Settings For Dynamic Social Profile Links When sending out emails using the Dynamics 365 for Marketing app, a Customer Journey is needed each time. For each Customer Journey, you must determine the Content Settings to use for the entirety of the journey. Your Content Settings hold things like the organisations address, social media links, the subscription centre and a link for forwarding to a friend. We can use the Content Settings to make sure marketing emails display the correct social media links. Consider an organisation with several Twitter accounts or LinkedIn profiles, one for the corporate content, and one for the customer support content. How can we make sure the right links are used?

First, navigate to the Content settings found in the Marketing templates section of the marketing app.

You will find one Content settings record already set up. Use this for your main links and information. Here I have renamed the default so I know exactly what information it contains.

Then we can set up a second record with the links to the support related social media accounts.

Now in our email templates we can add in some social media images, and use the content assist to set the Dynamic content to use Content Settings and the different social media URL’s we have set up.

So now we know when we send out our emails the links will pull from whatever was set up on the Content Settings record.

Once we create our Customer Journey, we just need to make sure that the correct Content settings has been used which will determine which set of links will be pulled in to the email and used for the social media image links.

So when the email is received, the recipient can click on the social media images to access the correct accounts.

Keep in mind that you can also add new fields to the Content settings entity, and modify the form displayed in the Marketing app. Here we have added two new fields to pull in a website url, and a custom portal url. Google + is no longer a thing, so we can remove that field from the form and move things around too.

Then when modifying content, we can access these new fields from the Content settings records as needed.

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Megan V. Walker https://meganvwalker.com/feed/ Megan V. Walker
https://community.dynamics.com/365/b/webinars/posts/how-to-manage-the-low-code-portion-of-complex-canvas-apps How to manage the "low code" portion of complex canvas apps 2020-05-28T23:36:00.000+02:00 In this tips and tricks seminar, learn how to organize and manage canvas apps with extremely large amounts of "low code". You'll learn how to use the Canvas App Packager to extract and check-in code a...(read more) read more)]]> Community Manager https://community.dynamics.com/365/b/webinars/rss Microsoft Dynamics 365 Webinars https://www.tomelliott.co.uk/2020/05/14/handy-custom-workspaces-1-loaned-items-maintenance/ Handy custom workspaces 1 – Loaned items maintenance 2020-05-14T13:55:36.000+02:00 How often, when you start a new job, have you been handed IT equipment with an asset tag on it? You know the sort of thing, a little sticker with a barcode and/or a number on it that tells you ‘we know you have this gear, try not to lose it/break it/drop it down the ... Read more How often, when you start a new job, have you been handed IT equipment with an asset tag on it? You know the sort of thing, a little sticker with a barcode and/or a number on it that tells you ‘we know you have this gear, try not to lose it/break it/drop it down the toilet before you leave. We’ll want it back’.

Plenty of times, I’m sure.

How many times do you think the only place your name exists alongside that tag number is on a spreadsheet, stored in some kind of shared folder?

I’ll bet it’s almost as many.

But in Dynamics 365 for HR (I’m going to shorten that to D365HR, because although it’s not as snappy as ‘Talent’, it’s easier to type) we have the ‘loaned items’ feature. Very very handy, because it allows us to create a record of those tagged items, and track who they’re assigned to, without maintaining a separate spreadsheet.

More often than not though, the people who look after those items, and sign them out to new staff when they join – or recover them from leavers, aren’t in the main HR team. They might be part of IT, or part of security – depending on the item.

So today I set myself the challenge to work out how to give those people access to maintain the data they need, without giving them access to all sorts of HR stuff they really shouldn’t see.

Fortunately it’s all very easy – the answer is custom roles and a custom workspace. First of all I’m going to create a custom role, called ‘TOM Loaned Items’ (I always start with a prefix to remind myself it’s a custom role). I then used the security diagnostics tool to identify that the privileges needed to maintain loaned items were:

  • Maintain item loans for people
  • View items loans for people
  • Maintain loan items
  • View loan items
  • Maintain loan types
  • View loan types

(I’m not going to document the process of creating a custom role here, that’s been covered elsewhere).

I add those privileges to my new custom role, publish it, and assign it to my test user.

Now I need to give that user access to the menu items they need for this maintenance. They can’t get into the worker list page, or personnel management workspace, so they can’t use the same menu items that HR would normally see. To get round that problem I’m going to create a custom workspace. I right click to personalise the default dashboard, and opt to add a new workspace. I’ll rename it from the default ‘my workspace’ to something more meaningful like ‘Maintain loaned items’.

Default dashboard screenshot

Now I need to add the right links and lists to that workspace. I’ll start with the list of loaned items – go to Personnel Management > Links > Loaned items. Click ‘options’, and then ‘add to workspace’. Pick your new workspace from the list (if you don’t see it there, try a browser refresh, and it should update). You’ll get to pick various options for adding it to the workspace, I added it as both a list and a link. The list adds a grid to the workspace but without the edit controls. Putting the link as well allows the user to jump through to the edit form.

I did the same think for loan items and loan types, but I only added these as links. I’ll need to see this info less often.

Loaned items workspace

When I test the workspace as a Sys Admin user – it works fine. Now I need to share the personalisations I’ve just made so my other loaned items admins can see them. Bear in mind I’m doing this in an environment that does’t have the ‘saved views’ feature enabled, because it’s still in preview in D365HR, and I want to make sure this works without it. If you have that switched on, it’s probably easier.

I use the personalisation toolbar on both the default dashboard and in my custom workspace to export the personalisation xml files (right click, personalise this page, three dots, export). That gives me two files. I then go into the Sys Admin workspace, and jump into Links and Personalisations. I click on users and find my test user. I select ‘import’ and choose both my new files. Both import successfully.

When I log on as my test user – the new workspace is visible, and works great. Success!

Thinking about making this ‘handy custom workspaces’ thing a regular occurrence – if you’ve got any ideas or anything that you find useful, please suggest it below.

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Tom http://www.tomstalentblog.co.uk/feed Tom's Talent Blog
https://www.tomelliott.co.uk/2020/05/01/new-name-new-hashtag-new-focus/ New name, new hashtag, new focus 2020-05-01T18:57:26.000+02:00 I should have seen it coming really. I was warned. There was no excuse. ‘Naming your blog after a Microsoft product will send you bankrupt in domain names‘ (Joel Leichty, 2019). Well fool me once, Microsoft, shame on you. Fool me twice? No chance. Having – slightly to my surprise and despite having a rather ... Read more I should have seen it coming really. I was warned. There was no excuse.

‘Naming your blog after a Microsoft product will send you bankrupt in domain names‘ (Joel Leichty, 2019).

Well fool me once, Microsoft, shame on you. Fool me twice? No chance.

Having – slightly to my surprise and despite having a rather common name – found my own name available with a sensible domain extension, and seeing as I have no immediate plans to change my name again (long story, ask me another time), I’m migrating. You will now find tomstalentblog.co.uk over on tomelliott.co.uk. That’s Elliott with two Ls and two Ts please. Can you tell I have to say that a lot?!

All the content’s been migrated, including comments, so if there was one particular post you referred back to regularly (like me and the workflow walkthrough) – it’s still there and it hasn’t changed.

So what has changed?

Well obviously, the product I wrote most about isn’t called ‘Talent’ any more, it’s now Dynamics 365 for Human Resources. A bit less catchy, but a lot more sensible. Seeing as it’s the same product with a different name, nearly everywhere you read the word ‘Talent’, you can substitute in ‘HR’ and what I’ve written will still apply.

But I also want to write about more than just D365 HR. I’ve been banging on to anyone who’ll listen that ‘doing HR’ in the Microsoft stack is about way more than just the Dynamics app, and changing the name of the blog gives me a bit more license to show what I mean. So the focus has shifted from ‘the adventures of an HR user in Dynamics 365’ to ‘HR solutions for a Microsoft world’. That means I can go seriously off topic, and talk about things like Office Forms, Sharepoint, Teams, and all sorts of other things that your average HR user might not know about, without anybody judging me.

The Dynamics walkthroughs will still come through from time to time, they’ll just be interspersed with whatever other stuff takes my fancy.

So stay tuned for a bit more variation.

And conveniently, I can change the ‘#TalentTipsTuesday‘ hashtag to ‘#TopTipsTuesday‘ without losing the alliteration.

Everyone’s a winner.

 

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Tom http://www.tomstalentblog.co.uk/feed Tom's Talent Blog
https://powerofcommunity.show/2019/09/26/2-sara-lagerquist-lee-baker-and-matt-beard/ 2. Sara Lagerquist, Lee Baker and Matt Beard 2019-09-26T19:00:38.000+02:00 In this episode, I sat down with Business Applications MVP Sara Lagerquist from Sweden and Matt Beard and Lee Baker, two Dynamics developers from the UK. We get to know more about what they do and how they keep pace with our ever-changing platform, their experience of speaking at events and with imposter syndrome, before […] In this episode, I sat down with Business Applications MVP Sara Lagerquist from Sweden and Matt Beard and Lee Baker, two Dynamics developers from the UK.

We get to know more about what they do and how they keep pace with our ever-changing platform, their experience of speaking at events and with imposter syndrome, before moving on to the important stuff: how awesome dogs are.

Episode 2 – Sara Lagerquist, Lee Baker & Matt Beard

This episode was recorded on 24th Sept, 2019.

If you’d like to get in touch with Lee, Sara or Matt you can find them on Twitter:

Mentioned in this episode were:

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Andrew Bibby https://powerofcommunity.show/blog-feed/ The Power of Community Show