Configure initial settings for Dynamics 365

Add a Dynamics 365 user

Once you have created a tenant instance of Dynamics 365, here are the steps to add users to Dynamics 365.

Dynamics 365 Security Basic Settings

Now that we have added a user in Dynamics 365, let's understand the basic security structure and settings. Dynamics 365 has the following security structure.

Importing data into Dynamics 365

Once you have Dynamics 365 set up, it is time to import data. There are several ways to import data, but this article will discuss how to prepare the imported data and perform the import process.

Configure Dynamics 365 Field Security

We have talked about security in terms of roles, departments, and teams. I think it's safe to say that this knowledge is enough to set up security in your company.

About Dynamics 365 Hierarchical Security Settings

In addition to security roles that control security on a per-entity basis, field security on a per-field basis, and department and team security for managing user affiliations, Dynamics 365 has an evolving security concept called hierarchical security.

Using the Dynamics 365 Portal Add-on

The Dynamics 365 Customer Engagement Plan application comes standard with one portal add-on.

Configuring Dynamics 365 Apps

In this section, we will talk a little bit about Dynamics 365 applications.

How to deal with Dynamics 365 import errors

In the previous article, we have shown you how to import data using Excel template, but if an error occurs during data import, what should you do?

Data import in Dynamics 365 Excel Online

In the previous article, we introduced the process of importing data using an import template. This method can be very useful when importing initial data. In this article, I will describe how to import data dynamically in Excel Online based on the view you have created instead of using a template.