Getting Dynamics 365 trial in an Office 365 E3 trial up and running

Dynamics 365 is out, as you might have noticed. My colleague Gustaf has made a quick blog about the editable grids which you can find here

 

This article is slightly related since there was a challenge at the office that you didn’t want to be the last one setting up a Dynamics 365 trial. I was sure to be the last one since I had some reporting jobs to be done but found a bit of time to set one up. 

I went for my “regular” Office 365 E3 trial to get everything else in place if it was needed which can be found here. When everything was ready, I logged in as usual and went to the admin center.

…And subscriptions

….Where I chose the Dynamics 365 Plan 1, Enterprise Edition. This seems to be the only one available at the moment, so we can’t see what the smaller version holds just yet.

Anyway, after this I went back to the admin center, went to the active users, selected my user, chose “Edit” on product licenses 

Added the Dynamics 365 license and hoped for the best.

When I clicked on the Dynamics 365 tile on the Office 365 page this is what greeted me.

Not what I hoped for. Some desperate clicking later I found, by accident pretty much, that there’s a Dynamics 365 page under Admin Centers on the Admin Center page

Clicking that link, I got to choose how my CRM-part of Dynamics 365 would be set up as it used to be in Dynamics CRM 2016.

Now I will click away in the new version and see what has happened. I thought I’d share this if someone else got into the same problem. This is actually also a short guide of how to set up your Office 365 E3 trial with a Dynamics 365 connected which is the way to do it as far as I am concerned considering that you get a Sharepoint if you need to set up a integration between Dynamics 365 and Sharepoint of Office 365.

Rickard Norström
Developer at CRM-Konsulterna
www.crmkonsulterna.se 

Dynamics CRM online learning path

I haven't fiddled much with a new CRM online for a while now and when I started a trial recently I nearly popped a vein in my head. There was a help flyout from the right side of the screen that kept popping out and I couldn't find a way to get rid of it.

There was an easy way though, on your personal settings menu under the cog you have an option saying "opt out of learning path

Pretty straight foward but if you don't know it's there you could easily have an anurism :).
This seems to be online only since we don't have it in our own on prem CRM.

Rickard Norström
Developer at CRM-Konsulterna
www.crmkonsulterna.se  

Send email from workflow gives User does not have send-as privilege error

Yes, I know, it's been a while but this is at least something new here.
I've been fiddling with email sending from workflow this week and when I was done, or at least thought I was done, and handed it over to testing I was slightly confused when all emails created ended up in status of Draft.

I had no idea what was going on. I started by looking at the trace logs of the server and found this

Process:CrmAsyncService |Organization:673c5996-a1fa-e311-93ed-00155d0a831d |Thread:   14 |Category: Exception |User: f1b2fe83-133c-47ab-8bc7-081c14c88fea |Level: Error |ReqId: bd557cc3-49d1-4fea-97c8-be0b1ada06f7 | CrmException..ctor  ilOffset = 0x7

Yes, that is very informative don't you think. The thing is it works when I do it but when my colleague, and in this case Boss, tries to do the same procedure nothing happens after the email is created.
The user in this case is the user SYSTEM which makes it even more confusing.

I finally found this thread: https://community.dynamics.com/crm/f/117/t/90680 in which it says to enable “Allow other Microsoft Dynamics CRM users to send e-mail on your behalf" in the settings. The file part here is the cog which opens the menu with the personal settings. This has to be enabled for the user that owns the workflow.

**EDIT**
It turns out that this is not the solution, but rather a coincident that it actually works. When you have a workflow creating emails for you you will need to turn on the "allow other Microsoft Dynamics CRM users to sen e-mail on your behalf" for every user that will use the workflow. Probably because the workflow is run by a service account in CRM, but I really can't say.

Good luck out there!

Rickard Norström
Developer at CRM-Konsulterna
www.crmkonsulterna.se