Friday, May 31, 2019

Microsoft Teams integration with Dynamics 365 for Customer Engagement apps

Before getting into details, firstly I would like to talk about Microsoft Teams. If you’re familiar with MS Teams, you know that it is chat and collaboration platform – a place to manage all your conversations, files and important tools in one team workspace. You can access SharePoint, Power Bi and now Dynamics 365 for Customer Engagement right from the Teams app and can collaborate. Microsoft Teams comes with the Office 365 subscription and is present with both web and desktop version as well.
Dynamics 365 page can be added as a tab on Microsoft Teams channel they are working on to allow easy access to the customer information. The tab added on MS Teams channel is a fully functional page that means you can edit any records or navigate to related records without leaving the app. You can also use Dynamics 365 Bot for quick updates on records.

Enable Microsoft Teams integration feature from Dynamics 365 Customer Engagement:
  1. Sign in as a System Administrator.
  2. Go to Settings > Administration > System Settings > General tab
  3. Enable Microsoft Teams integration.

Let's get started:
  1.  I hope you already have Microsoft Teams App installed on your system.
  2. Go to the Teams channel where you want to add a Dynamics 365 page as a tab, add a tab by clicking on the + button.

  3. Search for Dynamics 365 App.

  4. After clicking on the Dynamics 365 App, you will be asked to select the Organization and the App module. Select the same from the dropdown accordingly and click on SELECT.
  5. Search for the entity, you want to connect them to this channel and click on SAVE.
  6. It is done, you can now edit the record details or navigate to the related records in Dynamics 365 from MS Teams app.
  7. Once you complete the above steps, you will see a notification of record is successfully connected (see above image). Any changes done here will be synchronized with the Dynamics 365 for Customer Engagement apps.
  8. Once the integration is done, Teams also provides the feature to associate files. Any related documents uploaded in the Files tab in Microsoft Teams will also appear in D365 Customer Engagement apps under Documents for the record. Similarly, any documents added in D365 for Customer Engagement apps will appear in the Files tab on Microsoft Teams.

    Below images is of Microsoft Teams Files tab:

    Below image is of D365 for CE app > Documents:

    In the below images, you can see various locations for documents, this is because I have also enabled SharePoint integration. You can select the specific location or All File to view each file related to this record. As you can see in the below images the files uploaded on Microsoft Teams appears over here.

  9. If you want open a record in Dynamics 365 for CE and you are in Microsoft Teams currently, don’t bother to enter the URL. Click the Go to Website icon.

Hope this article helps you in integrating your D365 for CE apps records with Microsoft Teams, so you can easily access the records and make changes to it through Microsoft Teams and collaborate easily on the records through Teams.

Monday, May 27, 2019

Microsoft enhances the Google G Suite to Office 365 migration experience

At the end of 2018, Microsoft has announced about the new Google G Suite to Office 365 migration tool and now it is here. Microsoft has rolled out this new tool which enhances the migration process from G Suite to Office 365.

This Perform G Suite to Office 365 migration documentation from Microsoft, provides you with the steps to perform the staged migration. There was already a way which is IMAP migration to perform migration from G Suite or any other IMAP email system to Office 365 but this option doesn't migrate contacts or calendar items. With this G Suite migration tool, contacts and calendar items also get migrated. 

Mail data will be migrated using the IMAP protocol with this G Suite migration tool. Below data will not be migrated with this tool -
  • Shared calendars, cloud attachments will not get migrated.
  • Three email addresses per contact are migrated.
  • Gmail tags and custom tags are not migrated over.
  • Room bookings.
  • Automatic reply settings.
Advantages of migration using this tool:
  • There will be no additional costs like some third-party migration solutions require.
  • Migrate your mail, calendar, and contacts.
  • Account authentications - No need to have or reset user credentials to migrate their data.
  • Built-in mechanisms to optimize storage by reducing the item duplications as the Labels are converted to Folders.
Looking forward to using this tool for migrating Google G Suite users to Office 365 in the future. I will definitely be going to share my experience in the future.

Thursday, May 16, 2019

Document ID for Record Management in SharePoint Online


As you know that SharePoint Online can be used as a document management platform and with the help of Document Id's you can effectively manage your documents by providing an easy way to track irrespective of their location. Document Id's are automatically assigned to the documents uploaded on document or record management platform.

Before using the Document ID features for our document management system, you must enable it for each site collection in which your documents are located.

You must be a Site Collection Administrator for enabling this feature in SPO.

Activate, enable and configure Document ID's:

  1. Go to the top-level Site collection > Site Settings.
  2. Under Site Collection Administration, click Site collection features.

  3. Next to Document ID, click Activate. Activate icon will appear and the feature is activated.

  4. Go back to the Site Settings page and under Site Collection Administration, select Document ID settings.

  5. You will have to assign a prefix for the Document ID's and the prefix should be between 4 to 12 characters with no special character.

  6. If you want all the documents within the Site Collection, to be assigned with a Document ID with the specified prefix, check the box "Reset all Document ID's" (See above image).
  7. Once this feature is enabled, any new document created or uploaded to any document library in this particular Site Collection received a unique Document ID.

  8. Document Id's can be viewed from the document properties, these are the hyperlinks that you can copy and use it to open a document in Office.

Moving and Copying a file with a Document ID:

When you move a file in SharePoint Online, Document ID will move with the file. It basically depends on whether the service is enabled or not at the destination site. So, if the service is not enabled at that site then the document will no longer have the Document ID.

When a copy of the document is made, a new Document ID is created for the copy and obviously, the service needs to be enabled at the site where you are copying the file.

Tuesday, May 7, 2019

Manage Microsoft Teams through PowerShell (Microsoft Teams PowerShell Module)


In this article, we are going to take a quick overview of the Microsoft Teams PowerShell module and will cover few things which we can perform in Microsoft Teams with the help of PowerShell.

There are two different PowerShell modules to manage Microsoft Teams.

  1. Microsoft Teams PowerShell Module – You can get this module from here
  2. Skype for Business PowerShell Module – You can download it from here
Teams PowerShell module contain all the cmdlets needed to create and manage teams whereas Skype for Business the module contains the cmdlets to manage policies, configuration, and other tools.

Connecting to Microsoft Teams PowerShell:

  1. Install the Microsoft Teams PowerShell Module. Open Windows PowerShell and run command “Install-Module -Name MicrosoftTeams” and then enter Y.

    The module was already installed on my system, that’s why I get the messages in highlighted in the above image. The version was old, so I re-entered the command and added the -Force parameter “Install-Module -Name MicrosoftTeams -Force
  2. Connect with Microsoft Teams. Run command “Connect-MicrosoftTeams” and enter the credentials.

    After login, you will be able to see your tenant details.

    1. After the PowerShell Module relates to your Microsoft Teams, you can use the cmdlets for creating and managing teams.

      For e.g, To get all your teams list, run command “Get-Team

      For creating a new team, run command “New-Team

      For managing Team users, run a command “Add-TeamUser”. You will be asked to provide GroupId.

      After providing the GroupId, it will ask to provide the user, which needs to be added to the team.

    2. Similarly, you can remove the user from a team, create new channel or remove any team channel or else remove any group, etc. All these cmdlets can be run as end users, but it will only work for the teams you own, or you are a member of but as a global admin, you will be able to act on all the teams.

    Managing MS Teams policies via PowerShell:

    1. Download and install Skype for Business PowerShell Module.

    2. Connect with Skype for Business PowerShell Module. Open Windows PowerShell and run the following commands:

             Import-Module SkypeOnlineConnector”
        “$userCredential = Get-Credential”

             “$sfbSession = New-CsOnlineSession -Credential $userCredential”
             “Import-PSSession $sfbSession”

      Now you are connected to Skype for Business PowerShell Module.

    3. There are basically 5 commands to manage the policies.
      ·         GET – Get the details of the policy.
      ·         NEW – Create new policies.
      ·         SET – Lets you set particular values on a given policy.
      ·         REMOVE – Delete the customs policy.
      ·         GRANT – Assign the policy to a particular user.

      For e.g, you want to get the details of all the meeting policy, run command “Get-CsTeamsMeetingPolicy

      You will be able to get the details of all the meeting policy whether it has been created by Microsoft or it is a custom policy that will be shown.

      Similarly, for Messaging policy run command “Get-CsTeamsMessagingPolicy

    Managing configurations via PowerShell:

    1. Connect to Skype for Business PowerShell Module. You have seen above how to connect to Skype for Business PS Module.
    2. Run command “Get-CsTeamsClientConfiguration”. This is basically your Teams settings in the admin center.

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