MS-Dynamics 365 Blogs

What is Dynamics 365

What Is Dynamics 365 And Why Does It Matter Or Microsoft Dynamics 365 Everything You Need to Know

Dynamics 365

Microsoft planned to combine both of their CRM and ERP in a single frame. They launched it in July 2016 under the codename ‘Madeira’.

Microsoft planned to manage Sales, Customer Service, Operations, Financials, Field Service, Project Service Automation and Marketing through this Dynamic 365. The main goal of this Dynamics 365 is to provide better customer engagement, Empowering employees, Operations optimization and Reinventing products and business models.

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Dynamics CRM Connector

Benefits of Microsoft Dynamics NAV and CRM integration

If your organization has limited IT expertizes and want to grow up with the latest technology with big data, Microsoft is here to assist your organization. Microsoft Dynamics CRM and Microsoft Dynamics NAV will assist your organization to process world of big data. You will see all of your customer and enterprise datasets in a single frame. You can easily work with anything you want.

Dynamics CRM and Dynamics NAV are almost same system. CRM is used in the production side and NAV is used in the customer side as an ERP system. Let’s have a look at the two systems,

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5. To access Quick Access Toolbar, click on CRM tab and then choose your options from the Quick Access Toolbar

Know about Dynamics CRM app for Outlook

Are you an Outlook geek? Can’t you image anything but Outlook? No problem, Dynamics CRM brings Dynamic CRM for Outlook app for you. It provides similar interface of Outlook which will remove hassle of habituating with a new UI.

CRM App for Outlook provides an interface which is more than just like tracking emails. You don’t have to download any software. Just add a plug-in from your CRM Account and start tracking emails, and finding records from your Dynamics CRM.

In your Outlook client, you have access to full functionality and areas of CRM and CRM data. You also have some extra features and functionalities. You can easily manage your tasks from your Outlook client.

Outlook is one of the most Gorgeous mail management servers. Many people are used to use only Outlook to manage their emails. Keeping in mind these users, Microsoft developed Microsoft Dynamics CRM app for Outlook. You can add contact and other activities by tracking them to CRM which will save your significant amount of time. Moreover, it automatically process re-typing data into a new record in CRM. Also, you can attach different types of articles with emails through Outlook.

Recreating tasks, contacts, documents etc. to the CRM takes too much time. Through Dynamics CRM for Outlook, you can easily transfer your emails, contacts, documents and tasks from Outlook to your CRM. After transferring all these, you can again manage these from your Outlook. So, everything is at your hand.  🙂

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Business Analysis and Design of Microsoft Dynamic CRM

Congratulations! 🙂 Finally you feel interest on Microsoft Dynamic CRM! Great!!

Before going farther, we should know how Microsoft Dynamic CRM is related to business analysis and design.

Microsoft Dynamics CRM is a business solution to help developers, nurture contacts, track your sales and keep your customer happy :). So, it’s pretty much obvious that whenever you want to implement Microsoft Dynamics CRM, you must think about the impact it will create on your business. You have to analyze how much business value it will add and then design your implementation accordingly.

Business Analysis

Business Analysis is a kind of research to identify the business need of a solution and determining its problems. You can go through the following steps for better understanding the business analysis of Microsoft Dynamics CRM.

1.       Chime with Microsoft Dynamics CRM:

In most cases, as a business analyst we are expected to dive into a project and start working as quickly as possible. Sometimes, project might be already started or we cannot understand what the project is and why it should exists. Sometimes, we face too much difficulty about understanding the project and as an analyst it’s our job to simplify the scope, business objectives and requirements as soon as possible.

But, doing too much hurry, we may go in the wrong direction. That might make the project fail.

So, before implementing Microsoft Dynamics CRM you have to spend time for analyzing its business value. You have to make sure that you are not making mistakes. To do so, at first you have to be familiar with the Microsoft Dynamics CRM, you have to learn it, capture it and be chime with it.

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Microsoft Dynamics CRM 2016 Preview

Recently Microsoft announced about release of Dynamics CRM 2016 which is not far away. New version of dynamics crm 2016 would be for both On-Premises and Online release. There are so many exciting features.

  • Leveraging the power of Office 365 and Power BI
  • SMS Marketing
  • Use of Media Library directly from the Html code.
  • CRM APP for outlook will support Firefox, Safar for Mac
  • Perform analysis in excel, within Dynamics CRM
  • Generate documents from CRM using pre-defined templates
  • Multi-Stream and Single Stream dashboards

And many more feature, please go through this link and which this sneak peak video from Microsoft.

http://download.microsoft.com/download/D/5/D/D5D38A09-6A5C-4DC0-8649-3A4F39A8F8F3/Microsoft_Dynamics_CRM_2016_Release_Preview_Guide.pdf

 

 

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How to Resolve Dynamics CRM Performance Issue

Scenario: 

We were receiving day to day complaints from CRM users about the performance of Live CRM.  One of the reasons behind these performance issues were system job records, we had  3.7 million records in system job AsyncOperationBase table. This was causing large backups and slowness of CRM.

Database: <Orgname>_MSCRM

Table: Dbo.AsyncOpertationBase

How to Resolve Dynamics CRM Performance Issue

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Which version of SharePoint is installed?

Recently one of my client was asking me which version of SharePoint they have installed. I looked at features and told them it is SharePoint 2013 Enterprise. Then few days later the came back said we are getting this error.

Sorry, something went wrong.
An unexpected error has occurred.
TECHNICAL DETAILS
Troubleshoot issues with Microsoft SharePoint Foundation.
Correlation ID: Correlation ID
Date and Time:

They were complaining as you said we have SharePoint Enterprise but now we are getting error messages of SharePoint foundation 🙂

If you are in similar situation best way to check which version of SharePoint edition is install:

  • Open Regedit
  • Navigate to HKLM\SOFTWARE\Microsoft\Shared Tools\Web Server Extensions\15.0\WSS\InstalledProducts
  • Compare the guids with these:

C5D855EE-F32B-4A1C-97A8-F0A28CE02F9C — SharePoint Server 2013

CBF97833-C73A-4BAF-9ED3-D47B3CFF51BE — SharePoint Server 2013 Preview

B7D84C2B-0754-49E4-B7BE-7EE321DCE0A9 — SharePoint Server 2013 Enterprise

298A586A-E3C1-42F0-AFE0-4BCFDC2E7CD0 — SharePoint Server 2013 Enterprise Preview

D6B57A0D-AE69-4A3E-B031-1F993EE52EDC — Microsoft Office Web Apps Server 2013

9FF54EBC-8C12-47D7-854F-3865D4BE8118 — SharePoint Foundation 2013

35466B1A-B17B-4DFB-A703-F74E2A1F5F5E — Project Server 2013

BC7BAF08-4D97-462C-8411-341052402E71 — Project Server 2013 Preview

Reference : http://www.thesysadminhimself.com/2013/01/identify-sharepoint-2013-foundation-or.html

msdn Link : http://msdn.microsoft.com/en-us/library/jj659075.aspx

If you need help with your Sharepoint  please drop us an email admin@sharepoint.Dynamics 365 Solutions.com or contact us.

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Microsoft Dynamics CRM 2015 Videos

As you all know Microsoft has released new version of Dynamics CRM which is CRM 2015. Microsoft team has compiled few videos to give users better idea what new features are available in new release, all these videos are available on youtube channel of Dynamics CRM

https://www.youtube.com/user/msdyncomm/DynamicsCRM

Setup and Upgrade New Features

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Dynamics CRM 2013 Customization Videos

Microsoft team has compiled few videos to give users better idea how you can customize Dynamics CRM 2013 by using new features, all these videos are available on youtube channel of Dynamics CRM.

Dynamics CRM 2013 Quick Forms:

Dynamics CRM 2013 Quick Create Forms:

Dynamics CRM 2013 Business Rules:

Dynamics CRM 2013 Image Data Type:

Dynamics CRM 2013 Phone Number Format:

Dynamics CRM 2013 Customizable Tool Tips:

I hope these videos will help you to better understand new features of Dynamics CRM.

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Reference: http://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2013/11/14/microsoft-dynamics-crm-2013-support-video-recommendations.aspx

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Dynamics CRM 2013 Application Videos

Microsoft team has compiled few videos to give users better idea what new features are available in Dynamics CRM 2013, all these videos are available on youtube channel of Dynamics CRM.

Dynamics CRM Application:

Getting Started with Dynamics CRM 2013:

Microsoft Dynamics CRM 2013 User Experience Overview:

Microsoft Dynamics CRM 2013 Business Process Overview:

Dynamics CRM 2013 Access Teams:

Dynamics CRM 2013 Security Model:

I hope these videos will help you to better understand new features of Dynamics CRM.

If you like this post please click LIKE and visit my sponsors thanks !!

Reference: http://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2013/11/14/microsoft-dynamics-crm-2013-support-video-recommendations.aspx

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