Set the user colour theme in Dynamics 365 for Operations

We’re in the User acceptance test phase of our current project and now have users working in User acceptance test, Data migration, Training (and soon) Production environments.

One of the user personalisation options in Dynamics 365 for Operations is setting the colour theme for the environment – I’d prefer to have the option of setting a company colour (https://ideas.dynamics.com/ideas/dynamics-operations/ID0003297 ) but luckily in our current project we only have one company configured.

What we’re going to do here is set the user colour theme the same for all users, so that the users (and support staff) can readily identify which environment they are working in. Later on we might do this as a modification – for instance make this a menu option that a systems administrator could run, or write a script which we can run after we’ve copied data from one environment to another – but for now here’s a quick and simple way of doing this

1. Log into an environment (e.g. UAT) as a systems administrator and navigate to your Settings > User options:

The system displays:

2. Click Microsoft office > User information (unfiltered), and download and open the Excel spreadsheet:

You might need configure and or sign in to the Office Add-in. Configuring the office add-in is outside the scope of this blog (and a bit too technical for me).

3. Add the Theme column. Click Design:

Click the Pen icon next to the SystemUser Table:

Add ‘Theme’ to the select fields (Double-click it, or Select it and click Add):

Click Update:

Yes:

Done:

Refresh:

Click Yes, and note that the users’ existing Themes are now displayed.

4. Update the Theme and click Publish:

Check for success:

Close the spreadsheet.

If you wanted to make this process even simpler you could create a template at Common > Office integration > Excel workbook designer, but so far we haven’t felt the need to do this since the whole process as above only takes a minute or so.

Advertisements

The new Business process modelling experience in LCS.

If you’re working on a Dynamics 365 for Operations project, you’ll know that the implementation process is managed through Lifecycle Services (LCS, https://lcs.dynamics.com).

We’re just at the stage in our current project where we’re starting to document our business processes, and we’re looking at the task recorder so that we can record task guides.

I was going to document the process for recording and playing task recordings, but Donald Hilton beat me to it – so see his post: Task Recorder Help in Dynamics 365 for Operations.

Each Dynamics 365 for Operations environment is deployed from an LCS project, so there’s no setup inside of Dynamics 365 for Operations except for the Help Systems parameters at Systems administration > Setup > System parameters:

I haven’t found that this setup filters the list of libraries that you can select when recording or playing task recordings, but maybe I’ve missed something.

Anyway, in your LCS project you can use the Business process modelling tool to setup and maintain your hierarchy of business processes:

Click on that option and you see all of your Business process libraries, and a new option ‘View this page in the updated BPM experience’:

This opens a new page and that has an Import option:

The Import parameters include a thoughtful ‘Download template’ option:

And, if you used the business process hierarchies with the task recorder in Dynamics AX 2012, the import format will look familiar.

Like many reseller, Intergen have used our own business process hierarchy which has evolved over all of our Dynamics AX and Dynamics 365 for Operations projects, and this option will provide us an easy way to setup our own Business process hierarchy so that we can re-use as much of our existing documentation as possible.

We’re still finding our way through the process of modelling our business process hierarchies in LCS and using Task recordings and Task guides. There are a couple of issues we’re still working through. One is that the user has to be a Project member of the LCS project. So maybe we are going to use one or two ‘Training’ user ID’s to save on the setup and maintenance of all of our users in the LCS project. The other issue is that the Task guides can expose sensitive information to the users:

As you can see above, there’s a clear warning on this when you create a Task recording – but we’re still figuring out all of the implications of this.

Customer search in Dynamics 365 for Operations.

Continuing my occasional series as I’m getting reacquainted with Dynamics 365 for Operations after a few month’s absence, we were looking at the new way the customer search has been implemented on the create sales order form.

Let’s go to the Sales and marketing > Sales orders > All sales orders list page and click New:

Now I could enter the customer account if I knew it, but let’s just start typing the first few characters of a name. I’ve typed “For” and stopped. I don’t hit enter. After the shortest of pauses, I see:

Pretty neat, but what if I typed “Wholesale”?

Oops. But notice that filter icon next to the Name. Click on it and:

Obviously I can change ‘begins with’ to ‘contains’ and I see:

.. all of my wholesalers.

But you can’t game the system by typing *Whole* in the customer name:

Well, not until you click on the filter icon:

Obviously that hasn’t helped too much, but clear those back-slashes, and even though the search criteria says ‘begins with’, is now acts as ‘contains’, so:

Gives, (when you click on ‘Apply’):

Exactly the same thing happens when you create a new purchase order and you’re entering a vendor account:

A similar thing happens as Item search on sales order lines and purchase order lines – but it’s using the ‘Search name’ field and not the Product name

Of course you can filter by Product name (or any other field) just by clicking on the column heading – don’t forget to clear your other applied filter though. I remember I once saw someone searching for a 50mm bolt by simply searching for *50mm* in the product name. Converted me from holding everything in separate fields to text search in an instant.

As an aside, don’t forget that you can create sales orders from a customer record, and of course you can customise your customer list page list grid to show whichever search fields would be useful to you.

And you can create a purchase order from a vendor.

Happy AX’ing. Or I we should say 365-ing, or Operations-ing?