Dynamics 365 CRM : Development

  1. Microsoft Dynamics 365 CRM Developer Toolkit
  2. Developer Toolkit for Dynamics 365a)  Dynamics 365 CRM Developer Toolkit
  3. Enhancements to Client side Notifications in Dynamics 365

  4. Qualify Lead using Web API in Dynamics 365

  5.  Free solution – Calculate Duration of Business Days in Dynamics 365 CRM
  6. # Xrm.Internal
  7.  How to run the custom code in Dynamics 365 Portal
  8.  Multiple entities in one MS CRM chart
  9.   Address Validation for MSCRM
  10.  Can Dynamics CRM understand images? Yes!
  11.  Workflow Elements is a free solution for Dynamics 365 
  12.  Convert Plugins to Sandbox mode/Sandboxed
  13. Set Default Business Process Flow on Create

    14. “Microsoft Dynamics 365 Customer Engagement Portals Source Code” (Microsoft has made available the source code for their latest version of the Dynamics 365 Customer Service portals.)

    15 Implementing Azure AD B2C with the CRM portal

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Dynamics 365: features, tips and tricks

  1. Editable Grids in Dynamics CRM

  2. Enhanced Business Rules in Dynamics 365 (Dynamics CRM)

  3.  LIst of Microsoft Dynamics CRM websites
  4.   Useful Dynamics 365 Resources
  5.  Ever wish for a way to embed tailored help content specific to your organisation directly into Dynamics 365? Now you can! It’s called Learning Path
  6.   TOP 20 new features of D365
  7. Hidden power of Dynamics 365 Portals

  8. Concurrent business process flows in Dynamics 365
  9.  watch Microsoft’s new Dynamics 365 video modules on Partner Next.
    https://www.365talentportal.com/blog/dynamics-365-video-modules-partner-next/
  10. CRM and SharePoint – http://www.dynamicsobjects.com/
  11. Microsoft Dynamics 365 Documentation
  12.  Top 10 Dyn 365 Favorite tools
  13.  Using Microsoft Flow, users can easily create and automate workflows across multiple applications, in this case, Gmail & Dynamics 365. Once a flow is configured, it can be managed on desktop or mobile device and gives users an unprecedented ability to automate.
  14. Make the Business Process Flow fields to be required conditionally
  15.  Achieve Microsoft Dynamics readiness in 5 steps

 

Dynamics 365: The Next Chapter…

1. What will Dynamics 365 mean for XRM?

2. Dynamics 365 is coming and why you need to be ready

3. Dynamics 365 portals

4. Dynamics 365 – Online vs on-premises features FAQ – very detailed table

5. Microsoft Dynamics 365 Roadmap

6. Dynamics CRM 2016 (on-premise) vs Dynamics 365 CRM

     there are some new features inserted by Microsoft in Dynamics 365.

  • Field Service
  • Project Service
  • Resource Scheduling

7. A lot of links –Microsoft Dynamics 365 readiness guide for consultants

8. 8 features of Microsoft Dynamics CRM that will take a CTO to the next level

MS CRM 2016: Exams

  1. MB2-712 (Customization and Configuration in Microsoft Dynamics CRM 2016) – Introduction2. Tips on passing the MB2-712 customization and config exam
  2. Announcing a unified .NET reference experience on docs.microsoft.com

CRM 2016 – Tips and tricks

  1. “Reassign records” does not reassign business rules!
  2.  CRM Online System Monitoring
  3.  Audit table details
  4. Microsoft Dynamics CRM 2016 Interactive Service Hub
  5.  Open Dashboards with URL in Dynamics CRM 2015/2016
  6.  Q – Is there really no global setting in CRM for user work hours?
    Answer >>  Not natively for User working hours no. Need to write code against Calendar entity. For CRM 2013+ Customer Service hours and Holidays, yes in Service Management.
  7. Set Process through Workflow in Dynamics CRM 2016
  8. Start –

The CRM Help Center (https://www.microsoft.com/en-us/dynamics/crm-help-center/default.aspx) is a good place to start. If you are working for a Microsoft Dynamics partner then the Dynamics Learning Portal (https://mbspartner.microsoft.com/Landing) provides access to online learning courses in preparation for the exams. If you are working for a Microsoft Dynamics customer then CustomerSource (https://mbs.microsoft.com/customersource/northamerica) would be a god first step. Alternatively, you can search for local Microsoft training partners in your area if you prefer face-to-face training (http://learning.microsoft.com).

 Download the CRM training resource guide at http://clickdimensions.com/crmtraining/

9. Free Webinar Friday: Introduction to the Dynamics CRM Interactive Service Hub recording is live

10. How to import Accounts and Contacts in CRM from Excel

11 Setting Alerts on Multiple Records

12  Custom Full Search in MS CRM

13  Any idea on how can we find out who has access to each record and what level of access in Dynamics CRM online ?  —  You can use the “Acces Checker” tool from XRM Toolbox on http://www.xrmtoolbox.com. It has many useful tools for CRM implementations. Highly recommended and free!

14 Crm web client speed /browser (how to improve)

15  Dynamics CRM trick to temporarily unlock locked fields on a form for editing (unsupported ?)

16 Some Dynamics CRM workarounds

Tools and add-ons for CRM 2016

  1.  Microsoft Dynamics CRM Personal Views Manager Utility
  2. Crm Service Impersonation: Shared Views Management
  3.  The CRM Deployment Wizard 
  4.  Convert FetchXML to SQL query

CRM 2016 – Administration

  1.  CRM 2016 – Online vs on-premises features FAQ

2.  Online vs on-premises features ( in the list)

3. Microsoft Dynamics CRM Help & Training 

4. CRM Installation Guide – The Ultimate Dynamics CRM Installer (AgileDialog)

5. Microsoft Dynamics CRM Roadmap

6.   AD and MS CRM sync, how? – discussion

7.How to find accounts without activity

8. Performance issue – for CRM online – “I have spend several months working on performance. We found the location, internet connection, PC configuration were all external factors. When we started looking inside of the database, we found java script on the form or number of grids all impacted the form load time. The tools (dynamics.com/tools/diagnostics/diag.aspx.) is a great starting point for what is causing the issues”

9. Technet Library – about upgrade from CRM 2011 to CRM 2016

10.  Tips when migrating using Excel

11. upgrade to Microsoft Dynamics CRM 2016 — plan and tools

> 9 Tips for upgrate to CRM 2016

12. https://www.linkedin.com/pulse/dynamics-crm-2016-just-start-roohi-shaikh – list of CRM 2016 update 0.1 features

13. Microsoft Dynamics CRM Outlook Client synchronization rules

14  Anyone have a good document on setting up and utilizing the Product Catalog/Pricelist?

15  Securing Records By a Field Value in Dynamics CRM

16 Solutions in CRM 2016

17 useful article –  Release management, Solution packager

18 Dynamics CRM page load is slow and Optimize performance using Microsoft CRM Form Load Performance Analyzer

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