Tag - CRM Development

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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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: https://youtu.be/HILwHWxfefQ 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. 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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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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Update Rollups for Dynamics CRM 2011

Below is a list of Dynamics CRM Build and Version numbers as a quick reference.

Version Build Number Release Date (DD/MM/YYYY) KB Articles: SDK Version
RC 05.00.9688.53 -
RTM 05.00.9688.583 16/02/2011
Update Rollup 1 05.00.9688.1045 07/04/2011 KB2466084
Update Rollup 2 05.00.9688.1155 06/06/2011 KB2466086
Update Rollup 3 05.00.9688.1244 26/07/2011 KB2547347 5.0.5
Update Rollup 4 05.00.9688.1450 19/09/2011 KB2556167
Update Rollup 5 05.00.9688.1533 20/10/2011 KB2567454 5.0.7 5.0.8
Update Rollup 6 05.00.9689.1985 05.00.9690.1992 12/01/2012 20/01/2012 KB2600640 5.0.9
Update Rollup 7 05.00.9690.2165 22/03/2012 KB2600643 5.0.10
Update Rollup 8 05.00.9690.2243 03/05/2012 KB2600644
Update Rollup 9 Cancelled - -
Update Rollup 10 05.00.9690.2730 05.00.9690.2740 16/08/2012 04/10/2012 KB2710577 5.0.12
Update Rollup 11 05.00.9690.2835 05.00.9690.2838 11/10/2012 23/10/2012 KB2739504
Critical Update for Update Rollup 11 05.00.9690.2903 7/26/2013 KB2855319
Update Rollup 12 (OnPremise / v2) 05.00.9690.3218/ 05.00.9690.3233/ 05.00.9690.3236 07/01/2013 30/01/2013 KB2795627 5.0.14
CRM Online "Polaris" (UR12+) 05.00.9690.3233 13/01/2013 N/A 5.0.14
Update Rollup 13 05.00.9690.3448 03/26/2013 KB2791312 5.0.15
Update Rollup 14 05.00.9690.3557 07/13/2013 KB2849744 5.0.16
Update Rollup 15 05.00.9690.3731 10/08/2013 KB2843571 5.0.17
Update Rollup 15 v2 5.0.9690.3739 10/08/2013 KB2843571 5.0.17
Update Rollup 16 05.00.9690.3911 22/01/2014 KB2872369 5.0.17
Update Rollup 17 5.0.9690.4150 12/05/2014 KB2915687 5.0.17
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Dynamics CRM 2013 Implementing Claims and IFD

Scenario 1 (CRM and ADFS installation on same box)

  Basic requirements One Public IP is needed One SSL Certificate is needed (wild card certificate preferred) ADFS should use default website port 80 and SSL port 443 on IIS CRM could use port 5555 and SSL port 444 on IIS DNS need to be configured on the Domain Controller machine under the public domain lookup zone. Following are the A records for proper CRM URL resolution
  1. ADFS Server URL(External Domain)
  2. Dev URL(CRM Discovery Service end point)
  3. Auth URL(CRM IFD Federation end point)
  4. Org URL(Organization of CRM)
  5. Internal  CRM URL(CRM Claim Federation end point)
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Enabling Dynamics CRM 2011 Auditing

In Dynamics CRM auditing can be enable at three levels; organisation, entity and field. To enable auditing on entity level, auditing should be enable on organisation level first. Same case is with field level auditing, it should be enable first at entity level. Entity Level Auditing Warning: If auditing is not enable at organisation level, you will get following warning message under Data Service section. (more…)
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Dynamics CRM 2011 Record Count Limit

In this post i am going to explain, how you can change default record count limit for views. When you run any saved view or create new view, it shows you maximum record count 5000. If there are more than 5000 records then record count shows you 5000+ records but you are not still sure how many exactly records are stored in CRM. In one of my previous posts i explained how you can get record count by exporting your view data into excel spread sheet  . But there are still limitations, Dynamics CRM 2011 does not allow you to export more than 50k records into spread sheet. If your records are less than 50k probably you can use this method or fellow the steps to change record count limit. (more…)
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How to Resolve Error request for security token could not be satisfied

Recently I started development against CRM 2011. I create simple asp.net website that connects to the CRM 2011 platform using the IOrganizationService Web Service (Using AD authentications). This website allows user to enter basic details of contact for example first name, last name, email address and phone number and create contact in CRM 2011. I design this website in Visual Studio 2010 using CRM 2011 SDK, which was working fine without any problems. As soon I tried to deploy this website in IIS, I was getting this error message. The request for security token could not be satisfied because authentication failed. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.ServiceModel.FaultException: The request for security token could not be satisfied because authentication failed. (more…)
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