Tag - Dynamics CRM

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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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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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.

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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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KB2600640 is not installed on this computer in CRM 2011

Recently i was applying rollup 17 updates to Dynamics CRM 2011 server and i got this error message while installation of SRS Data Connector for reporting services. “KB2600640 is not installed on this computer in CRM 2011”.

Basically it complains about installing the Update Rollup 6. My rollup update version for SRS data connector was older than Rollup 6 and i have to install rollup updates 6 before to install rollup updates 17.

http://support.microsoft.com/kb/2600640?wa=wsignin1.0

http://www.microsoft.com/en-us/download/details.aspx?id=28712

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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.

VersionBuild NumberRelease Date (DD/MM/YYYY)KB Articles:SDK Version
RC05.00.9688.53
RTM05.00.9688.58316/02/2011
Update Rollup 105.00.9688.104507/04/2011KB2466084
Update Rollup 205.00.9688.115506/06/2011KB2466086
Update Rollup 305.00.9688.124426/07/2011KB25473475.0.5
Update Rollup 405.00.9688.145019/09/2011KB2556167
Update Rollup 505.00.9688.153320/10/2011KB25674545.0.7
5.0.8
Update Rollup 605.00.9689.1985
05.00.9690.1992
12/01/2012
20/01/2012
KB26006405.0.9
Update Rollup 705.00.9690.216522/03/2012KB26006435.0.10
Update Rollup 805.00.9690.224303/05/2012KB2600644
Update Rollup 9Cancelled
Update Rollup 1005.00.9690.2730
05.00.9690.2740
16/08/2012
04/10/2012
KB27105775.0.12
Update Rollup 1105.00.9690.2835
05.00.9690.2838
11/10/2012
23/10/2012
KB2739504
Critical Update for Update Rollup 1105.00.9690.29037/26/2013KB2855319
Update Rollup 12
(OnPremise / v2)
05.00.9690.3218/
05.00.9690.3233/
05.00.9690.3236
07/01/2013
30/01/2013
KB27956275.0.14
CRM Online “Polaris” (UR12+)05.00.9690.323313/01/2013N/A5.0.14
Update Rollup 1305.00.9690.344803/26/2013KB27913125.0.15
Update Rollup 1405.00.9690.355707/13/2013KB28497445.0.16
Update Rollup 1505.00.9690.373110/08/2013KB28435715.0.17
Update Rollup 15 v25.0.9690.373910/08/2013KB28435715.0.17
Update Rollup 1605.00.9690.391122/01/2014KB28723695.0.17
Update Rollup 175.0.9690.415012/05/2014KB29156875.0.17

 

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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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Dynamics CRM Email Tracking and Email Duplication

I found this interesting article written by powerobjects, i thought it would worth of sharing with my readers.

Email Tracking
It may not be suggested to keep employees as contacts in a customer-focused implementation of Microsoft Dynamics CRM because of the perceived problem of email tracing from Outlook. When you track an email from Outlook, it will track the email against the CRM record of everybody on the email (either sender or recipients). When you have an employee as a contact in CRM, that contact record will show all the email the employee ever sent or received under Closed Activities.

 

Email Duplication

Database administrators might be looking at this kind of email tracking with concern about how often the same email is being duplicated. When an email is tracked in CRM, it is NOT duplicated for each contact it is tracked against. A single email is merely ‘related’ to each contact. However, there is increased potential for duplicate records when you have employees in CRM. That is because when an employee sends and email to another employee and tracks the email, it may be tracked again when the 2nd employee receives the email.

If You MUST Track Employees in CRM

If you must track employees, there are some options for you to avoid the email tracking conflicts described above.

Option 1 – Use Contacts but Create Email Aliases
Use the contact record for employees, but create an email alias for each employee that is used only for CRM. Since CRM uses an exact match on email address in order to identify which contact to track email against, an alias will fool it. The email will not be tracked against the employee UNLESS it is Set Regarding the employee contact directly.

Option 2 – Use Users
Some organizations are uncomfortable with a single person having two records (Contact and User). To resolve this, they enter all employees (even non-Users) into CRM as users and then deactivate the users who do not need licenses. If choosing this route, employee lookups would need to be modified in order to include inactive records. This may make some tasks difficult, such as updating the employee records, either with workflow or manually. Since they are inactive, then they would be read-only.

Option 3 – Creating a Custom Entity
By creating a custom entity for employees, it gives you the flexibility to edit the records easily, but also to NOT have to create an email alias. Custom entities can be email-enabled so that email notifications can be sent manually or via workflow.

Final Thoughts

In considering how best to store employees in Microsoft Dynamics CRM, don’t forget to consider security. Determine who needs to access (view, edit, and delete) employee records, and who does not need to access. If you repurpose contacts or users for employees, you will have less control over security because your security model must support multiple uses of the same entity. By creating a custom entity for employees, you can control the rights separately.

 

Reference:

http://www.powerobjects.com/blog/2013/04/03/options-storing-employees-in-crm-2011/

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