By Alexandra Tucker
March 21st, 2018

Lisa Crosbie, Pre-Sales Consultant @ Barhead

Lisa Crosbie

This short webinar will demonstrate how you can use Microsoft Dynamics 365 with Outlook to view information about your customers, and your recent activities with them without leaving your email application.  You will learn how to link emails, tasks and appointments to records in Dynamics 365, and how to create new leads or contacts in Dynamics 365 directly from Outlook.  You will also see how this enables you to get a 360-degree view of customer communications in Dynamics 365, and how the new Relationship Assistant in Dynamics 365 can draw your attention to important emails using sentiment analysis.  This will be valuable for anyone looking for transparency over communication with customers across their organisation, and anyone who would like to understand more about working with an integrated email and customer relationship management system with sentiment analysis.  It will be presented as a 10 minute webinar demonstration, with Q&A following.

Registration for this event will open soon.  Contact us on:  info@barhead.com  1300 DYN 365

 

By Alexandra Tucker
March 13th, 2018

All welcome to attend the Microsoft Dynamics 365 User Group monthly events in Sydney, Melbourne and Brisbane.

Join us for the March Dynamics 365 User Group at our regular venue based at KPMG, Barangaroo, Sydney!

For this month’s meetup, I (Leon Tribe) will be giving a review of what happened at this year’s MVP Summit at Microsoft HQ in Redmond, which runs the week before the Meetup.

While the Summit is under strict NDA, I promise to provide a few tidbits and steer you on the right path in regards to the future of Dynamics 365.

KPMG are sponsoring the drinks and food so come along, learn a few things, and have a drink and a nibble with us.

See you all there!

Leon

President – Dynamics 365 User Group Sydney

By Alexandra Tucker
March 1st, 2018

 

 

Exclusive invitation to join Barhead for Sailing on Sydney Harbour!
The Barhead crew are very excited to invite you onboard Pilgrim for a once in a lifetime experience.  Pilgrim is a luxury 58 foot custom yacht.

Barhead are bringing together some small exclusive groups of up to 15 people to join us and enjoy our magnificent Sydney Harbour at twilight for a Sip n Sail experience.

Cheers,
Barhead Solutions
1300 DYN 365

Request to go Sailing
Sailing Dates
This year we would like you to choose a date that suits you:

Thursday, 1st March 2018

5:00 pm to 7:30 pm

Pick up and drop off:
Rose Bay Wharf
Sydney, NSW
Australia

View map

Additional Information
Please bring suitable attire so that you are comfortable for conditions on the harbour. Non-marking shoes are a must.

Hat and suncream are advisable.

The departure and return point is at Rose Bay Public Wharf, which is next to Rose Bay Ferry Wharf. Parking is available at the wharf, and can also be accessed by ferry or by bus routes L24, 323, 324 and 325.

@BarheadSolutions for photos or posts 

By Alexandra Tucker
February 20th, 2018
Barhead Sail in full flight while Racing

CLOSED EVENT FOR USE BY OUR CLIENT MISSION AUSTRALIA

By Alexandra Tucker
February 13th, 2018

Exclusive invitation to join Barhead for Sailing on Sydney Harbour!
 
The Barhead crew are very excited to invite you onboard Pilgrim for a once in a lifetime experience.  Pilgrim is a luxury 58 foot custom yacht.

Barhead are bringing together some small exclusive groups of up to 15 people to join us and enjoy our magnificent Sydney Harbour at twilight for a Sip n Sail experience.  

Cheers,
Barhead Solutions
1300 DYN 365
   

Request to go Sailing
Sailing Dates
This year we would like you to choose a date that suits you:

Tuesday, 13th February 2018 – Women In IT

5:00 pm to 7:30 pm 

Pick up and drop off:
Rose Bay Wharf
Sydney, NSW
Australia

View map

Additional Information
Please bring suitable attire so that you are comfortable for conditions on the harbour. Non-marking shoes are a must.

Hat and suncream are advisable.

The departure and return point is at Rose Bay Public Wharf, which is next to Rose Bay Ferry Wharf. Parking is available at the wharf, and can also be accessed by ferry or by bus routes L24, 323, 324 and 325.

@BarheadSolutions for photos or posts 

By Alexandra Tucker
February 13th, 2018

Barhead support the Microsoft Dynamics 365 User Group (Melbourne) @ Microsoft Offices on a monthly basis. 

Our first Melbourne #msdyn365 User Group of 2018 is next Tuesday. We have Nadeeja and Sarosh presenting on Dynamics 365 Field Services and the wonderful Lisa Crosbie on emojis in Dynamics 365. To kick-off we will be interviewing local MVP Nadeeja, comment below for questions you want to ask! RSVP today at https://lnkd.in/gYFmtA8 PS: we are always looking for presenters so if you are keen on presenting in-person or remotely please let us know!

Get in touch if you’d like to come along. 

By Alexandra Tucker
February 8th, 2018
Barhead Sail in full flight while Racing
By Alexandra Tucker
February 8th, 2018

Andre Margono, Solution Architect @ Barhead Solutions posts with more tips and tricks when using Dynamics 365.

The feature of Security Group in the Dynamics 365 Online deployment has been there for a while. However, I often find either people do not understand it correctly or this feature is not being considered as an important “checklist item” for a smooth deployment. So, in this post I will share some reasons on why we need to plan setting up the security group.

To support the example, I’ve set up the following scenario:

In my instance I have 4 users:

Users List.png

And 2 Security Groups for Production and Sandbox

Security Group.png

Where in Production, everyone is the member of the group:

Prod Membership.png

While in Sandbox, Test User 3 should not access the environment

Sandbox Membership.png

Now, let’s begin with the reasons why we need to implement Security Group.

#1 For Authorisation Purpose

In typical Dynamics 365 implementation, there will be multiple instances, such as DEV, TEST, UAT and PROD. When the instance has been associated with the security group, only users that are member of the security group can access the environment. The traditional way to restrict access by not assigning the security role to the users is still viable, but this leads to the reason #2 below.

The difference on the error message would be as follow:

  • Not assigned with the security role

NoSecurityRole.png

  • Not part of the Security Group

Not Part of Group.png

#2 To Keep Users in the Instance Clean

On top of the first point, to prevent the users to access the environment, having security group configured for the environment will also prevent the users that are not part of the security group to be synchronised with the environment.

A thought come into my mind: it won’t harm right to have the users synced. As long as, we are not assigning the security role to them. Yes, it’s true from the authorisation perspective. However, having them in the environment that they are not supposed to be, also means they will be under the list of “Enabled User” that can be used in selection when assigning records. In multi-organisations deployment, it also means the user from different organisations are visible to the environment. These situations could cause confusion to the users.

The list from Production environment:

ProdList.png

The list from the Sandbox environment:

SandboxUserList.png

#3 To Hide Unnecessary Items at the Apps List/Instance Picker

With the “App” concept in Dynamics 365 Online, the home.dynamics.com will contain all kind of “Apps”. This includes the Apps that deployed within the instances. When a user have the privilege to access multiple instances, they also will see the “Apps” that are deployed in those instances. IMHO, it is always the best approach to hide anything that users should not see, so that they could focus on what they need to do with the system.

For example, my user that has full access to all environments, could see the following:

AppsAll.png

Meanwhile, the Test User 3, can only see 1 “App” that is associated to the instance that this user has access (controlled via the Security Group).

AppsTestUser.png

The same thing with the Instance Picker (this has been superseded by the home.dynamics.com). However, if users might have bookmarked this page.

The following is the list from my user:

MyUserInstancePicker.png

Meanwhile, this is from the view of Test User 3.

TestUserInstancePicker.png

Conclusion

Implementing Security Group for Dynamics 365 implementation should be considered in the design and planning to ensure proper and robust security and user experience.

Hope this helps!

 

References

https://blogs.msdn.microsoft.com/crm/2017/03/30/my-apps-on-home-dynamics-com/

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/add-instance-subscription#BKMK_man_sec_group

Next step

Contact us for more information or for a free quote: info@barhead.com  1300 DYN 365

By Alexandra Tucker
February 7th, 2018

Brisbane Dynamics 365 User Group

“For our first meetup of 2018 we have Mirko from BUSSQ Building Super who have reinvented their core business model and has embarked on a Digital Transformation Journey” 

Russell Nankervis

 

By Alexandra Tucker
January 30th, 2018

New Hire:  Welcome Athar Abbas

Athar Abbas joins the Sydney Delivery team as a Functional Consultant this month.  We welcome Athar and wish him success with his career at Barhead Solutions.

By Alexandra Tucker
January 29th, 2018

Barhead’s Solution Architect Andre Margono blog.

FetchXML Trick – Cross Entity Criteria in a Group Filter

Recently, Andre had a tricky question: Can you create a view that is displaying records that are either owned by a team or the users that are a member of that particular team.

The TL;DR; Answer

Use “Alias” + FetchXML editing using XrmToolBox (View Designer + FetchXML Builder).

The Longer Answer

The typical answer to the above scenario would be querying the record with the criteria as “Owner ID = the team OR related Owner (user) is a team member of the team”. Using the Advanced Find query, typically this is the query…

Typical_Adv_Find_Query.png

However, it seems we can’t group the “main” criteria and the Linked-Entity criteria. Looks like we are stuck here… Worry not, there is a trick for that. So, before I go to the solution here are some setups to set the background.

I have 3 users in my instance:

UserList.png

And I’ve set 2 teams for the testing purpose:

Team A with myself and Test User 1 as the member.

Team_A.png

And Team B with Test User 2 as the member.

Team_B.png

Now I have some records for testing purpose:

Sample_Data.png

So, when based on the query to see the Team A records, I would expect to see 3 records there. Using the initial query (above) will return no result, as it is treated as ‘AND’ operation.

To get the FetchXML correctly, I need to edit the FetchXML, my go-to tools for this would be XrmToolBox‘s FetchXML Builder.

To start with, I’ll export the FetchXML out of my initial query, it will look like this:

Base_FetchXML.png

Now the trick is to use the “alias” of the related team entity to form the FetchXML like this:

ModifiedXml.png

As you can see above, we are able to set the condition in the “main” filter and set the operator to OR. Below is the result of the fetch… it works as expected 🙂

TestResult.png

Now, I want to put the query to the view, how to do that?

I’ll use XrmToolBox’s View Designer to modify the FetchXML of the view. In my case, I’ve setup a Test Query view. Click on the Edit Query, this will open up the FetchXML builder.

EditQuery.png

Copy & Paste the FetchXML that we had tested previously into the FetchXML window, if you wish, you could test execute the query. Then click on the “Return FetchXML” button up there to go back to the View Designer.

FetchXMLThenReturn.png

Then click on Save and then Publish..

SavePublish.png

And here’s the result:

FinalResult.png

Follow Andre on his blog for more tools and tricks or follow Barhead on Linked in / 1300 DYN 365 / info@barhead.com

 

By Alexandra Tucker
January 24th, 2018

Video – Dynamics 365 for Phones

Lisa Crosbie is a Dynamics 365 Technical Solutions Professional & Pre-Sales Consultant @ Bahead. Quote: “I’m often asked about the mobile app for Dynamics 365, so I’ve made a short video demo. This shows the experience of viewing and editing a contact record using a couple of the new visual controls (which are amazing on mobile!) as well as taking a photo with your phone and saving it into a note. This example is based on a demo I did with Barhead Solutions for a customer.”

For more information contact us @barheadsolutions / info@barhead.com / 1300 DYN 365

By Alexandra Tucker
January 18th, 2018

Exclusive invitation to join Barhead for Sailing on Sydney Harbour!
 
The Barhead crew are very excited to invite you onboard Pilgrim for a once in a lifetime experience.  Pilgrim is a luxury 58 foot custom yacht.

Barhead are bringing together some small exclusive groups of up to 15 people to join us and enjoy our magnificent Sydney Harbour at twilight for a Sip n Sail experience.  

Cheers,
Barhead Solutions
1300 DYN 365
   

Request to go Sailing
Sailing Dates
This year we would like you to choose a date that suits you:

Thursday, 18th January 2018

5:00 pm to 7:30 pm 

Pick up and drop off:
Rose Bay Wharf
Sydney, NSW
Australia

View map

Additional Information
Please bring suitable attire so that you are comfortable for conditions on the harbour. Non-marking shoes are a must.

Hat and suncream are advisable.

The departure and return point is at Rose Bay Public Wharf, which is next to Rose Bay Ferry Wharf. Parking is available at the wharf, and can also be accessed by ferry or by bus routes L24, 323, 324 and 325.

@BarheadSolutions for photos or posts 

By Alexandra Tucker
January 4th, 2018

Wishing all the Barhead community a wonderful new year and a very successful 2018. Reflecting on some great events in 2017 was the Twilight sailing with 6 different NFP industry executives. This was an opportunity to bring some like minded industry professionals together, entertain them, sail around Sydney’s beautiful harbour therefore providing a relaxed environment to allow peers to chat about all the common issues.
Our guests were:
Mission Australia
Wesley Mission
Guide Dogs
Northcott
QPASTT (Queensland Program of Assistance to Survivors of Torture and Trauma)
Fundraising Force

Join us for Sailing in 2018 by completing the form below or info@barhead.com / 1300 DYN 365
Cheers from the Barhead Crew

By Alexandra Tucker
November 10th, 2017

Barhead 2017

Barhead sponsor Pilgrim sailing, a 58 foot luxury yacht which sails around Sydney Harbour for 6 months of the year. We entertain our clients and partners on board, participate in team building exercises with racing events and join in Sydney’s Big Boat Challenge plus private charters. Contact us if you are interested in joining us 1300 DYN 365 info@barhead.com

Barhead Crew, Microsoft Partners and our Clients