New Microsoft Power Platform and Dynamics 365 training: March 2021 roundup

This article is contributed. See the original author and article here.

We’re always adding to our training and certifications portfolio, and now you can discover the new role-based learning paths and modules that we released last month on Microsoft Learn. Look for new ways to build and deepen your skills and then validate them by earning certification. Check out our four new Power Automate modules and a new Finance module. This month, we also have a new learning path (with six modules) that explores how to upgrade from Dynamics AX 2012 to Finance and Operations apps. Work through these and other modules at your own pace. Using free, online training on Microsoft Learn, you can develop new skills to use on the job—and to show your employer that you’re ready to advance your career. If you need help figuring out which training to take, check out the Dynamics 365 learning paths page and the Microsoft Power Platform learning paths page, where you’ll find useful collections, learning paths to get you started, and popular modules.


 


The following learning paths and modules were released in March 2021. 


 


Power Automate































Learning path/module



Role



Certification



Get started with customer connectors in Power Automate


Seven modules



App maker 



N/A



Configure custom connectors with authenticated APIs in Power Automate
(A module in the “Get started with customer connectors in Power Automate” learning path)



App maker



N/A



Create triggers for custom connectors for Power Automate


(A module in the “Get started with customer connectors in Power Automate” learning path)



App maker



N/A



Configure policy templates for custom connectors in Power Automate
(A module in the “Get started with customer connectors in Power Automate” learning path)



App maker



N/A



 


 


Finance
















Module



Role



Certification



Work with Asset leasing in Dynamics 365 Finance 


 



Functional consultant, business user



N/A



 


 


Finance and Operations




































Learning path/module



Role



Certification



Upgrade Dynamics AX 2012 to Finance and Operations apps


Six modules



Solution architect, functional consultant, developer, administrator



N/A



Compare integrations in Finance and Operations apps with Dynamics AX 2012 


(A module in the “Upgrade Dynamics AX 2012 to Finance and Operations apps” learning path)



Solution architect, functional consultant, administrator



N/A



Compare reporting and analytics in Finance and Operations apps with Dynamics AX 2012


(A module in the “Upgrade Dynamics AX 2012 to Finance and Operations apps” learning path)



Solution architect, functional consultant, administrator



N/A



Get started with the extensibility framework in Finance and Operations apps


(A module in the “Upgrade Dynamics AX 2012 to Finance and Operations apps” learning path)



Developer, solution architect, functional consultant



N/A



Tools for code and data upgrade from Dynamics AX 2012 to Finance and Operations apps


(A module in the “Upgrade Dynamics AX 2012 to Finance and Operations apps” learning path)



Functional consultant, administrator, solution architect, developer 



N/A



 


 


Industry Solutions
















Module



Role



Certification



 


Get started with the Return to Workplace solution


 



Business user, functional consultant, app maker



N/A



 


 


Dataverse for Teams
















Module



Role



Certification



 


Get started with Microsoft Dataverse for Teams


 



Business user, app maker



N/A



 


 

“A portal's journey: MSW” 🎙 – The Intrazone podcast

“A portal's journey: MSW” 🎙 – The Intrazone podcast

This article is contributed. See the original author and article here.

Some start their workday in email. Some now in Microsoft Teams sifting chats. Either may define a person’s daily communication habits, but it’s the portal that is designed for everyone – the broadest, ongoing two-way dialog across your organization. It’s where people turn to find things like HR answers, IT help, or the latest company news. No matter, the company portal thrives and survives from the curated content top down and through dynamic creations from the bottom up and peer to peer. Let us explore this intranet communications end game and how it began.


 


In this episode, Chris and I talk with Sam Crewdson (senior program manager | Microsoft) about his role at Microsoft managing *Microsoft Web* (MSW) on SharePoint. MSW is Microsoft’s internal company portal, built for 163,000 full-time employees. We dig into MSW over time – from on-premises to the cloud, from classic to modern, establishing it as a home site, and now its role within Microsoft Viva Connections inside of Microsoft Teams. Lots of learning and insight from over the years across UX, innovation and consistent listening to employee feedback.


 


By tuning in, the clarity of your intranet plans, by example, over time, come into 20/20 focus.



Note: Scroll below to see screenshots of what MSW looks like today in a Web browser and in Microsoft Teams leveraging the new Viva Connections technology.


 


Listen to this episode below:


https://html5-player.libsyn.com/embed/episode/id/18701105/height/90/theme/custom/thumbnail/yes/direction/backward/render-playlist/no/custom-color/247bc1/


 


Subscribe to The Intrazone podcast! And listen to episode 64 now + show links and more below.


 


Intrazone guests and co-hosts – clockwise, starting on the left: Sam Crewdson (senior program manager | Microsoft) [guest], Chris McNulty (director | Microsoft) [co-host], and little Mark Kashman (senior product manager | Microsoft) [co-host].Intrazone guests and co-hosts – clockwise, starting on the left: Sam Crewdson (senior program manager | Microsoft) [guest], Chris McNulty (director | Microsoft) [co-host], and little Mark Kashman (senior product manager | Microsoft) [co-host].


A look at MSW now – both from a modern Web browser and in Teams via our internal use of Microsoft Viva Connections:


 


The Microsoft Web (MSW) portal when accessed through a modern browser.The Microsoft Web (MSW) portal when accessed through a modern browser.


The Microsoft Web (MSW) portal when accessed from within Microsoft Teams enabled by Microsoft Viva Connections. Note how the Microsoft 365 suite bar experience adapts.The Microsoft Web (MSW) portal when accessed from within Microsoft Teams enabled by Microsoft Viva Connections. Note how the Microsoft 365 suite bar experience adapts.


Note: both above entry points to MSW also provide access to the SharePoint app bar with global navigation (not shown for company privacy). To access them, a Microsoft employee need only click one of the top left icons under the main Microsoft 365 app launcher (The ‘Waffle’) in the Web view, and the Microsoft logo from the Teams view. 


 


Links to important on-demand recordings and articles mentioned in this episode:  



 


Subscribe today!


Listen to the show! If you like what you hear, we’d love for you to Subscribe, Rate and Review it on iTunes or wherever you get your podcasts.


 


Be sure to visit our show page to hear all the episodes, access the show notes, and get bonus content. And stay connected to the SharePoint community blog where we’ll share more information per episode, guest insights, and take any questions from our listeners and SharePoint users (TheIntrazone@microsoft.com). We, too, welcome your ideas for future episodes topics and segments. Keep the discussion going in comments below; we’re hear to listen and grow.


 


Subscribe to The Intrazone podcast! And listen to episode 64 now.


 


Thanks for listening!


The SharePoint teams want you to unleash your magic, creativity, and productivity – and be compliant about it all. And we will do this, together, one compliance score point at a time.



The Intrazone links



+ Listen to other Microsoft podcasts at aka.ms/microsoft/podcasts.


 


Left to right [The Intrazone co-hosts]: Chris McNulty, director (SharePoint/Viva – Microsoft) and Mark Kashman, senior product manager (SharePoint – Microsoft).Left to right [The Intrazone co-hosts]: Chris McNulty, director (SharePoint/Viva – Microsoft) and Mark Kashman, senior product manager (SharePoint – Microsoft).


The Intrazone, a show about the Microsoft 365 intelligent intranet (aka.ms/TheIntrazone)The Intrazone, a show about the Microsoft 365 intelligent intranet (aka.ms/TheIntrazone)

Custom RBAC to access QPI's query text with minimal permissions

Custom RBAC to access QPI's query text with minimal permissions

This article is contributed. See the original author and article here.

Query Performance Insight helps you to quickly identify what your longest running queries are, how they change over time, and what waits are affecting them. As a pre-requisite of using Query Performance Insight, data must exist in the Query Store.


As per the documentation, Owner or Contributor permissions are required to view the text of the queries in Query Performance Insight. With a Reader role, a user can view charts and tables but not query text.


QPI - query textQPI – query text


 


There are situations when, for security reasons, we might need to come up with a custom Azure Role-Based Access Control (RBAC) to


grant a user with minimal permissions in order to be able to view the query text, without giving full access with owner or contributor role. This is when the need of having a custom role with minimal permissions to access the query text arises.


 


To start a custom role from scratch, please follow the steps below.


 




  1. In the Azure portal, open the SQL Server where you need the custom role to be assignable and then open Access control (IAM).




  2. Click Roles and then right-click on any role in the given list and select Clone.  


     

    create custom rolecreate custom role


    3. This opens the custom roles editor. Select Start from scratch option, then click on the JSON tab. 


    strat from scratch.PNG

     


    4. This will open your custom role in JSON format. Click on Edit button and add the following permissions to you JSON.

    edit JSONedit JSON
    5. Add the following permissions and hit Save. You can also download your custom role as JSON file.

    {
      "properties": {
        "roleName": "QPI_CustomRole",
        "description": "minimal permissions necessary to view the query text in QPI",
        "assignableScopes": [ "/subscriptions/<Subscription ID>/resourceGroups/<Resource Group Name>/providers/Microsoft.Sql/servers/<Server Name>" ],
            "permissions": [
                {
                  "actions": [
                    "Microsoft.Sql/servers/read",
                    "Microsoft.Sql/servers/automaticTuning/read",
                    "Microsoft.Support/*",
                    "Microsoft.Insights/metrics/read",
                    "Microsoft.Insights/metricDefinitions/read",
                    "Microsoft.Sql/locations/databaseOperationResults/read",
                    "Microsoft.Authorization/*/read",
                    "Microsoft.Sql/locations/*/read",
                    "Microsoft.Sql/servers/databases/read",
                    "Microsoft.Sql/servers/databases/providers/Microsoft.Insights/logDefinitions/read",
                    "Microsoft.Sql/servers/databases/queryStore/read",
                    "Microsoft.Sql/servers/databases/queryStore/write",
                    "Microsoft.Sql/servers/databases/queryStore/queryTexts/read",
                    "Microsoft.Sql/servers/databases/topQueries/read",
                    "Microsoft.Sql/servers/databases/topQueries/statistics/read",
                    "Microsoft.Sql/servers/databases/topQueries/queryText/action",
                    "Microsoft.Sql/servers/databases/schemas/tables/columns/read",
                    "Microsoft.Sql/servers/databases/schemas/read",
                    "Microsoft.Sql/servers/databases/schemas/tables/read",
                    "Microsoft.Sql/servers/databases/extensions/read"
                  ],
                    "notActions": [
                        "Microsoft.Sql/managedInstances/databases/currentSensitivityLabels/*",
                        "Microsoft.Sql/managedInstances/databases/recommendedSensitivityLabels/*",
                        "Microsoft.Sql/managedInstances/databases/schemas/tables/columns/sensitivityLabels/*",
                        "Microsoft.Sql/managedInstances/databases/securityAlertPolicies/*",
                        "Microsoft.Sql/managedInstances/databases/sensitivityLabels/*",
                        "Microsoft.Sql/managedInstances/databases/vulnerabilityAssessments/*",
                        "Microsoft.Sql/managedInstances/securityAlertPolicies/*",
                        "Microsoft.Sql/managedInstances/vulnerabilityAssessments/*",
                        "Microsoft.Sql/servers/databases/auditingSettings/*",
                        "Microsoft.Sql/servers/databases/auditRecords/read",
                        "Microsoft.Sql/servers/databases/currentSensitivityLabels/*",
                        "Microsoft.Sql/servers/databases/dataMaskingPolicies/*",
                        "Microsoft.Sql/servers/databases/extendedAuditingSettings/*",
                        "Microsoft.Sql/servers/databases/recommendedSensitivityLabels/*",
                        "Microsoft.Sql/servers/databases/schemas/tables/columns/sensitivityLabels/*",
                        "Microsoft.Sql/servers/databases/securityAlertPolicies/*",
                        "Microsoft.Sql/servers/databases/securityMetrics/*",
                        "Microsoft.Sql/servers/databases/sensitivityLabels/*",
                        "Microsoft.Sql/servers/databases/vulnerabilityAssessments/*",
                        "Microsoft.Sql/servers/databases/vulnerabilityAssessmentScans/*",
                        "Microsoft.Sql/servers/databases/vulnerabilityAssessmentSettings/*",
                        "Microsoft.Sql/servers/vulnerabilityAssessments/*"
                    ],
                    "dataActions": [],
                    "notDataActions": []
                }
            ]
        }
    }​



    6. Click on Review + Create.



Note: If you get the error message “No more role assignments can be created (code: RoleAssignmentLimitExceeded)” when you try to assign a role, try to reduce the number of role assignments in the subscription. Azure supports up to 2000 role assignments per subscription. This limit includes role assignments at the subscription, resource group, and resource scopes. The 2000 role assignments limit per subscription is fixed and cannot be increased. Check the following document to see how you can reduce the number of role assignments.


 


Hope you’ll find it useful!

 

Discover the latest innovations for Dynamics 365 Business Central

Discover the latest innovations for Dynamics 365 Business Central

This article is contributed. See the original author and article here.

Join us for the Microsoft Dynamics 365 Business Central Launch Event streaming live April 13, 2021 at 8:00 AM Pacific Time and then available on-demand. See what’s next for Dynamics 365 Business Central and get access to breakout sessions available on-demand as well as live chats with product experts. Read our preview below, and then register to join the event. In a recent Microsoft-commissioned IDC survey of small and midsized businesses (SMBs) across the globe, 60 percent of leaders indicated that 2021 will be spent on pivoting and focusing on recovery. These leaders stated that their top three business challenges included increasing business agility, productivity, and revenue. While the good news is that moving to the cloud with a modern business management solution can help SMBs address these challenges, many leaders within SMBs struggle to carve out the time to create a digital transformation strategy. That’s where we can help. Dynamics 365 Business Central helps SMBs adapt faster, work smarter, and perform better Dynamics 365 Business Central provides a connected cloud business management solution for growing small and midmarket organizations. Connected means you can bring together your finance, sales, service, and operations teams within a single application to get the insights needed to drive your business forward and be prepared for what’s next. We focus our product innovations on investments to help SMBs: Adapt fasterBe prepared for disruption with the insights needed to pivot quickly, shift business models, and cultivate strategic plans. Work smarterStop app switching and boost productivity using interoperability with Microsoft Teams, Excel, Word, and Outlook. Perform betterEnable better business performance with continuous process improvements, real-time insights, and responsiveness across your entire businessnot just financials. Take a look at a few of the updates that we are introducing in the 2021 release wave 1 for Dynamics 365 Business Central to help you adapt faster, work smarter, and perform better. Adapt faster: Onboarding guidance Pivoting quickly is only possible if you can get everyone across your company to adopt new business apps, processes, and models. While to go-live is critical for all new business management solutions, time to productivity for your people is the better measurement of success. In the 2021 release wave 1, we are investing in getting started checklists, a welcome banner, and in-app contextual help with teaching tips to ensure your people can onboard and deliver results faster. Work smarter: Better together on the Microsoft cloud Microsoft is the only company that provides productivity, collaboration, development, AI, business intelligence, and business applications all within a single cloud. The result goes beyond the ability to support remote work, improve security, and control costs. By connecting Dynamics 365, Microsoft 365, and Power Platform you will empower your organization to be more collaborative, more productive, and more impactful. In the 2021 release wave 1, we have improved interoperability with Microsoft Teams, Word, and Excel, along with enabling integration between Dynamics 365 Business Central virtual tables into Microsoft Dataverse solutions. Additionally, we have enabled support for Universal Print to streamline the way companies manage printing from Dynamics 365 Business Central. Perform better: Improved dimensions and expansion to more geographies We continue to invest in capabilities that help our customers optimize financial performance and drive continuous business process improvements. The 2021 wave 1 release supports global expansion, as we bring Dynamics 365 Business Central to more countries, with availability in India, Greece, Romania, and Turkey. We have also invested in simplifying working with dimensions and general ledger entry corrections. Consistent and accurate dimension value attributes on operational and financial transactions ensure greater insights from your business data. Learn more This is just a glimpse of the latest innovations for Dynamics 365 Business Central. We have also invested in delivering improvements requested by our partners and customers, including enhancements across banking, payments, performance, supply chain optimization, and usability. Learn more about how Dynamics 365 Business Central can help you adapt faster, work smarter, and perform better. Register for the Microsoft Dynamics 365 Business Central Launch Event streaming live April 13, 2021 at 8:00 AM Pacific Time and then available on-demand and get access to breakout sessions and live chats with product experts. Sources: IDC, SMB leaders survey, 2020

The post Discover the latest innovations for Dynamics 365 Business Central appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Microsoft Forms Powers Approvals Templates in Microsoft Teams, and other updates | April 2021

Microsoft Forms Powers Approvals Templates in Microsoft Teams, and other updates | April 2021

This article is contributed. See the original author and article here.

In this blog post, we are excited to share how Microsoft Forms powers Approvals templates in Microsoft Teams, an important product for frontline workers to do their job. With Hannover Messe 2021 Digital Edition taking place this week, we shared our outlook on the future of hybrid work and the frontline in manufacturing, in which Approvals templates plays a part. We are grateful to contribute to Microsoft’s work with digital transformation in industries like manufacturing.


 


Microsoft Forms in Approvals Templates


In the past year, many organizations across the world have had to digitize workflows, including their approvals processes. With the Approvals app in Teams, you can create, manage, and share approvals directly from your workflow. To better support the your Approvals processes, we announced last month at Ignite that we are bringing Approvals templates to you starting at the end of April.


 


As a joint effort between Forms and the Modern Workplace Transformation team, Approvals templates enable you to customize your approvals processes easily. From time off requests to overtime requests, templates provide a repeatable structure for common approvals—which includes a form.


 


How does it work?


 


Create Approvals Template - Form DesignCreate Approvals Template – Form Design


 


As an administrator or Teams channel owner, you can create and manage organization-wide Approvals templates on your desktop or tablet. Microsoft Forms is embedded in these templates as a white-label solution. As seen above, the forms authoring under step 2, “Form design,” is entirely powered by Forms.


 


Form Design - Question TypesForm Design – Question Types


 


Currently, you can choose from three question types for your form: multiple-choice, open-text, and date. The experience of designing your form should feel familiar, as it is as simple as your typical form creation experience with Microsoft Forms.



Forms also powers the interface through which your team members fill out the approval request, as seen above. Using the template you created, they can quickly fill in their request on any-sized device.


 


Submit Approval Request on Teams mobileSubmit Approval Request on Teams mobile


 


Submit Approval Request on Teams desktopSubmit Approval Request on Teams desktop


 


Forms’ anti-phishing protection, data validation, and user validation also help to ensure a safe and quality request.



After their submission, you, or the relevant approver on your team, can approve the request. At any point, you can view the aggregate information collected from these approvals, as well as export in a CSV file for further analysis in Excel.



We are delighted to contribute to a core part of Approvals templates and, more broadly, Microsoft’s vision to offer a simple, unified experience for essential workflows.


 


Additional Updates in Microsoft Forms


 


Enable Forms in PowerPoint Without Having to Deploy Office Add-Ins


Inserting a form or quiz into your PowerPoint on the desktop application has been an integration enjoyed by users in the Enterprise and Education worlds alike. However, if an organization did not want to enable all Office add-ins, its users were unable to add surveys or polls to their PowerPoint decks.


 


Thus, we are delighted to announce that IT administrators can now use Centralized Deployment to enable only the Forms add-in for PowerPoint, without enabling all Office add-ins. With this improvement, we believe this integration will become more widely accessible to you and your colleagues in your organization.


 


Send a Form Using a Shortened URL


Now, you can use a shorter URL when collecting responses to your form. A shortened link allows respondents to easily type and access the link; it also looks more shareable and professional.


Shortened URL for Sharing Forms to RespondentsShortened URL for Sharing Forms to Respondents


 


Next Steps


We hope you explore these latest updates as they become available to you. To learn more about Approvals in Teams, please see these quick introduction videos. If you have additional questions on Forms surveys, quizzes, or polls, please visit our Support page. You can also join discussions in the Microsoft Forms Tech Community and follow the Forms Blog to stay updated in the future.