Dynamics 365 – Administration

1. Microsoft Dynamics CRM Service Health – Incident Example     

(with table of status values)

2. Dynamics 365 v9: Limitations Of Unified Interface

Are you planning to switch to D365 v9 Unified Interface? Hold on, think twice!

3. Scheduling Workflows With Microsoft Flow

4. Add mapping for custom attribute of Order product to Invoice product

5. crmtipoftheday: Tip #1172: Make your CDS environments visible with a touch of Flow

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

9. v.9 – Complete list of new features in this release can be found at https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-july-2017-update?lipi=urn%3Ali%3Apage%3Ad_flagship3_pulse_read%3B1nPy28HhSZO5Es9%2F3EkAFQ%3D%3D

10.  Building training demos (a lot of …)

I was wondering what you all use to build guided training demos. In the past I used DemoMate, but they no longer sell licensed software. I have also seen a product called ClickLearn, which seems to have some promise.

11.  Dynamics 365 – News (Spring 2018)

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

CRM Tasks

1. Source

Send Newsletters

Send a company newsletter monthly, quarter or bi-yearly. The fact is most organizations are looking for how to implement a successful digital marketing campaign, and they are not send a professional robust newsletter. What’s in the newsletter is more important than how you send it out. Second be consistence. You want to win new leads, sell more products, have happier customers, then be consistent. The consistency makes you stand out when the customer is ready to engage.  Content and Consistency. Here is an article to understand bulk and transaction e-mails in CRM. PowerMailChimp is an add-on to CRM to make it easy to send professional newsletters.

Track Web Traffic

Who is on your web site? Where are they coming from? Are we increasing traffic? Many organizations leave the web traffic to IT. The web site has be configured with Google Analytics. IT is happy to tell you how the site is doing. Bottom line we want to know how leads, customers and prospects are interacting with the site. We have to have this data in CRM. Here is an article to understand web traffic in CRM. powerWebTraffic is an add-on to CRM to make it easy to capture web traffic in CRM.

Capture Web Form

Too many organizations still have web forms email the results. Someone opens the email and decides how to follow up. Simple. The problems is when the person is out. Now we have a lead that is not followed up with in a timely fashion. Sales person calls and the response they hear is, I already contacted another company. Or the person processing the new lead does not look in the CRM to if they already exists as a lead or customer. When the sales person calls to see if they can help, they get the uncomfortable response that they are already a customer. Here is an article on capturing leads on your web site. powerWebForm is an add-on to CRM to make it easy to capture web forms in CRM.

Monitor Customer Satisfaction

While there are tools out there (SurveyMonkey) this data never gets pulled into the organizations process. Similar to Google Analytics, it has good data but the right information is not in front of the right people. Customer satisfaction has to be in CRM so you can build it into your process. powerSurveyPlus is an add-on to CRM to make it easy to design, distribute and report on customer satisfaction in CRM.


  1.  http://searchsqlserver.techtarget.com/tip/Microsoft-SSIS-basics-Tying-it-all-together

(Microsoft SSIS basics: Tying it all together)

2.  Microsoft SSIS (SQL Server Integration Services) definition —  http://searchsqlserver.techtarget.com/definition/Microsoft-SSIS-SQL-Server-Integration-Services

3. Интеграция CRM с внешними источниками с помощью SQL Server Integration Services (SSIS) – SQL 2008 (basic)

4.How to Archive File Attachment from Dynamics CRM to Azure

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