Understanding Dynamics 365 Implementing Dynamics 365 Configure initial settings for Dynamics 365 Supporting Sales with Dynamics 365 Maintaining Dynamics 365 Integrating Dynamics 365 with other systems Customizing Dynamics 365 Managing Projects in Dynamics 365 Marketing with Dynamics 365

Maintaining Dynamics 365

Dynamics 365 Instance NORMALITY

We have been managing instances of Dynamics 365 by operating the Management Center. Now we will introduce how to manage the instances to make sure they are working properly.

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Backup and Restore of Dynamics 365 Instances

This article is the last one about Dynamics instances. In this article, we will show you how to backup and restore an instance.

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Update your Dynamics 365!

It has been a while since Dynamcis 365 version 9 (July 2017 update) was released in July 2017. The trial version of Dynamcis 365 is now version 9, and those who are using version 8 may be in the minority. I think the number of people using version 8 is getting smaller.

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Creating a Dynamics 365 Process

Dynamics 365 has a feature called Processes that allows you to model your business methods and automate specific processes. There are four main types of processes. (The following is taken from the technical information)

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Basic operation of Dynamics 365 processes

In the previous article, "[Creating a Process in Dynamics 365](#)", we have discussed the steps to create a workflow for a process.

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Using Dynamics 365 business rules

Dynamics 365 has a feature called **Business Rules**. Normally, Javascript implementation is required to hide fields or perform operations according to conditions on a form.

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Managing Dynamics 365 Entities

Learn how to manage Dynamics 365 entities, including creating, editing, and deleting them.

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Using Dynamics 365 Calculated Fields

In this article, I will give a brief introduction to calculated fields in Dynamics 365.

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Managing a Dynamics 365 Instance

Let's take a look at what you can do in the Dynamics 365 admin center.

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Customization of Dynamics 365 entities and option sets

From the Dynamics 365 menu, click on Settings - Customize System to open the **Solution Explorer** as shown below.

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Customize Dynamics 365 web resources and processes

In the previous article, we talked about "entities" and "option sets" rather than system customization. What other customizations can be done?

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Recommended third-party solutions

The beauty of Dynamics 365 is that there are many solutions available to assist and augment its functionality, but what solutions can further extend the capabilities of Dynamics 365?

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Countermeasures against infinite loops in workflow processes

The workflow process in Dynamics 365 is a useful feature that allows you to do many things without coding, from updating, creating and deleting data to assigning and sending emails.

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Changes to the method of applying major updates [2019.08]

To be honest, I think the major update of Dynamics 365 is an update that makes the operation and maintenance department cry.

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Adjust the sitemap in the settings

When you create a Dynamics 365 app, it will be created as a unified interface (mobile-driven app) due to the current integration with Power Apps.

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