Using profiles in chrome to manage different demo personas by Dynamics Companions

Dynamics Companions BARE BONES CONFIGURATION GUIDES

MODULE 1: Using Profiles in Chrome to manage different demo personas

CONFIGURATION BLUEPRINT

TABLE OF CONTENTS Using Profiles in Chrome to manage different demo personas

Using Profiles in Chrome to manage different demo personas ............ 2

Although Internet Explorer and Edge are great browsers, Chrome does have one feature that is really useful for us when we are demonstrating Dynamics 365. Chrome will allow us to have multiple personas up and running within different browser sessions and they keep all of their session information separate. So if we are trying to show how multiple people work through a scenario, we can have them up and running at the same time without having to resort to multiple in private sessions and also multiple browser types to keep the people in check. So even though it pains me to say it, it might be a good idea to use Chrome just for this reason.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas Although Internet Explorer and Edge are great browsers, Chrome does have one feature that is really useful for us when we are demonstrating Dynamics 365. Chrome will allow us to have multiple personas up and running within different browser sessions and they keep all of their session information separate. So if we are trying to show how multiple people work through a scenario, we can have them up and running at the same time without having to resort to multiple in private sessions and also multiple browser types to keep the people in check. So even though it pains me to say it, it might be a good idea to use Chrome just for this reason.

How to do it… Start off by opening up Chrome.

This will open up a form where we can add a new persona.

If you haven’t noticed the different profiles that you can switch between within Chrome then click on the name up in the top right of the browser and you will see that there is an option to manage the people profiles.

Start off by giving your new demo persona a name. In this case we added Alicia Thomber and also we added the role within the organization as well (Purchasing Agent) so that we can easily see what her role is.

To see all of the people just click on the Manage people link.

After we have done that all we need to do is click on the Add button.

This will open up a list of all of the different people that you can impersonate.

That will open up a new Chrome session for us that is linked to Alicia’s profile and we can open up the Dynamics 365 home page.

How it works… This will allow us to log into Dynamics 365 with her account information, and we will be able to save this information within her profile.

Additionally she will be secured down just to the functions that she has access to within Dynamics 365.

Also, when she logs in she will only see that apps that she is allowed to access.

And we can even see all of her information within he Employee Self Service portal. The great thing is that if we are working with multiple personas within the same session, they

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

don’t step on each other's toes and we can see their details at the same time.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How to do it…

Start off by opening up Chrome.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How to do it…

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How to do it…

This will open up a list of all of the different people that you can impersonate.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How to do it…

This will open up a form where we can add a new persona.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How to do it…

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How to do it…

That will open up a new Chrome session for us that is linked to Alicia’s profile and we can open up the Dynamics 365 home page.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How it works…

This will allow us to log into Dynamics 365 with her account information, and we will be able to save this information within her profile.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How it works…

Also, when she logs in she will only see that apps that she is allowed to access.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How it works…

Additionally she will be secured down just to the functions that she has access to within Dynamics 365.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How it works…

And we can even see all of her information within he Employee Self Service portal.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Using Profiles in Chrome to manage different demo personas How it works…

The great thing is that if we are working with multiple personas within the same session, they don’t step on each other's toes and we can see their details at the same time.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Conclusion How cool is that. Not only is it easy to separate out the different sessions that we need to run during a Dynamics 365 demonstration, but also we can easily tag the people with roles and even personalize each profile just like we would do in the real world.

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DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT

USING PROFILES IN CHROME TO MANAGE DIFFERENT DEMO PERSONAS

Want to learn more about About the Author Exporting Selected Rows to Excel Microsoft Dynamics? The Bare Bones Configuration Guides for Microsoft Dynamics was developed to show you how to set up a company from the ground up and configure all of the common modules that most people would need, and a cool want is that? few that How you might to use.

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It aims to demystify the setup process and prove that Dynamics is only as hard to configure as you make it, and if you are a mid-range customer that even you can get a company configured and working without turning on every bell and whistle and without breaking the bank. There are 14 volumes in the current series and although each of these guides have been designed to stand by themselves as reference material for each of the modules within Dynamics, if they are taken as a whole series they are also a great training system that will allow even a novice on Microsoft Dynamics work through the step by step instructions and build up a new company from scratch and learn a lot of the ins and outs of the system right away. The current guides are: • • •

• • • • • • • • • • •

Configuring a Training Environment Configuring The General Ledger Configuring Cash and Bank Management Configuring Accounts Receivable Configuring Accounts Payable Configuring Product Information Management Configuring Inventory Management Configuring Procurement & Sourcing Configuring Sales Order Management Configuring Human Resources Configuring Project Management & Accounting Configuring Production Control Configuring Sales & Marketing Configuring Service Management

Murray Fife is an Author of over 25 books on Microsoft Dynamics including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics instance, then through the Financial modules and then through the configuration of the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon at www.amazon.com/author/murrayfife. For more information on Murray, here is his contact information: Email: murray@murrayfife.com Twitter: @murrayfife Facebook: facebook.com/murraycfife Google: google.com/+murrayfife LinkedIn: linkedin.com/in/murrayfife Blog: atinkerersnotebook.com SlideShare: slideshare.net/murayfife Amazon: amazon.com/author/murrayfife

If you are interested in finding out more about the series and also view all of the details including topics covered within the module, then browse to the Bare Bones Configuration Guide on the Dynamics Companions website. You will find all of the details, and also downloadable resources that help you with the setup of Microsoft Dynamics. Here is the full link: http://www.dynamicscompanions.com

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