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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CRM 2016: Development

  1. Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016

    2. Show all Contacts whose Birthday falls this week in Microsoft Dynamics CRM 2016/ 2015 Online Update 1

    3. Windows app for Microsoft Dynamics CRM in 5 minutes

    4.How to execute Web API calls to Microsoft Dynamics CRM from an external ASP.NET web application

    4.1  Set Values of all Data Types using Web API (windows application) in Dynamics CRM Through C#

    5.  Importing and Exporting Data from Many to Many Relationships in CRM

    6.Here are 9 potential issues you could encounter as part of your upgrade to Microsoft Dynamics CRM 2016 (JScripts, DOM objects and others)

    7. Unit tests in CRM ? test the logic of your code

    8.Show ALL related activities in a subgrid (During eXtremeCRM in Warsaw last week, a fellow CRMian and frequent user of FetchXML Builder approached me to ask if I knew a way to create “dynamic” queries with some contextual awareness. He had used unsupported methods to inject FetchXML to subgrids, to be able to show all activities related to current record, not just those where the record is related through the Regarding field.)

    9)MS Dynamics 2016 new Web API

    10) How to Test a Dynamics CRM Plugin

    11) The general questions – Never leave a CRM developer stranded with CRM Developers creed

    12) Calculate Rollup fields on button click (custom workflow)

    13) Inject your code before CRM button event (unsupported?)

    14) Multi Threading in MS CRM Plugins using Parallel Extensions Parallel.For / Parallel.ForEach

    15) Deprecation announcements with Dynamics CRM

    16) Explore Web API in Dynamics CRM 2016

    17) Simple Dynamics CRM Console Application (config file)

    18) Using an Azure Service Bus with Dynamics CRM 2016 Spring Update

    19) Microsoft Ignite Dynamics CRM Highlights – a lot of improvments

Plugin profiler

  1. Plug-in Profiler (rus)
  2. CRM 2015 – Understanding the plugin profiler and a puzzling error (with some useful links)
  3.  Step by Step: Working with CRM2011 plugin profiler

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.

Examples of code

  1. Here is Linq query I used to retrieve ActivityPointer

public List<ActivityPointer> GetRecentActivityForIncident(Guid incidentId)
{

this.tracingService.Trace(“Enter Method GetMostRecenActivityForIncident”);
using (OrganizationServiceContext crmContext = new OrganizationServiceContext(this.crmService))
{
var mostRecentWrappedTask = (from t in crmContext.CreateQuery<ActivityPointer>()
where
(t.RegardingObjectId != null && t.RegardingObjectId.Id.Equals(incidentId))
&& ((int) t.StateCode.Value == (int) TaskState.Completed)
orderby t.CreatedOn descending
select t);
return mostRecentWrappedTask.ToList();
}

}

How to access the latest technologies from Haskell

CRM 2016: what’s new

    1.  Data Loader Service
      part1 , part 2
    2. Introduction to Microsoft Dynamics CRM 2016
    3. Features of MS Dynamics CRM 2016
    4.  What’s new for developers: Microsoft Dynamics CRM 2016

      https://msdn.microsoft.com/en-us/library/gg309589%28v=crm.8%29.aspx

    5. CRM 2011 to CRM 2015 migration

    6. Former Implementation Guide — Deploying and administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2016
    7.  Microsoft Connect is the best place to go if you have new product suggestions (https://connect.microsoft.com/dynamicssuggestions/Feedback).
    8.  Source

The drop-down navigation the most sought after update that the On-Premise customers have been waiting for.

Summary:

Microsoft have designed Dynamics CRM 2016 to allow customer-facing employees to manage their daily activities in a single experience, removing the nuisance of having to switch between applications and getting distracted.

Marketing

Microsoft Dynamics Marketing enables your marketing team to seamlessly go from planning, to execution, leveraging the power of Office 365 and Power BI to measure your marketing performance across channels from start to finish so you can bring your marketing vision to life.

SMS Marketing

In this release, Dynamics Marketing will support both outbound and inbound SMS marketing in select markets. This means ability to:

      • configure inbound SMS campaigns with SMS keywords to get SMS opt-ins
      • maintain a database of opt-in and opt-out preferences of your marketing contacts
      • send outgoing promotional SMSs to opted in contacts for SMS
      • tracking performance of your SMS campaigns

The capability to integrate SMS marketing in multichannel campaigns truly stands out Dynamics Marketing in mobile marketing space and enhances its positioning as one of the best multichannel integrated marketing management clouds for the modern marketer.

Email Marketing

The advanced editing experience has been improved in various ways. For instance it will be possible to use the media library directly from the HTML code. Microsoft also continues to make service enhancements to scale service in the backend. This will improve the service’s ability to handle high email volume, improved email deliverability, fault tolerance, and logging/auditing capability.

Sales

Microsoft’s Sales solution helps sales professionals transform into top performers who are highly connected and collaborative by surfacing the right information at the right time no matter where they are so they can engage their customers in meaningful ways to deepen relationships while growing the business.

CRM App for Outlook

The Microsoft Dynamics CRM App for Outlook makes it easy to track emails, add contacts from within an email or even create new records to track emails against the browser on PC or Mac or mobile browser on phone. The CRM App for Outlook will expand support to include Firefox, Safari for Mac and Outlook for Mac in addition to the currently supported IE and Chrome.

Excel Integration

To help increase productivity, Microsoft is providing the ability for salespeople to conduct analysis in Excel, directly within Microsoft Dynamics CRM. This eliminates the time and effort required to switch between applications in the middle of completing a business process. Salespeople can now view sales data in familiar Excel templates, perform what-if analysis, and upload the changes, all while maintaining the work context.
Export and analyze data in Excel from your mobile device with added support for the CRM for Tablets and Phones apps.

Document Generation

With one click users can easily generate a document from CRM using pre-defined Word and Excel templates. Authors can manage the pre-defined templates and using a wizard like flow build custom templates in Word or Excel. Document templates are role based by entity to ensure users have the proper content to meet their needs. Word and Excel documents generated from CRM will open as a downloaded document with the exception of CRM Online where Excel documents will be rendered in the Immersive Excel Online capability.

Multi-stream Dashboard
The streams can show data from Views or Queues (e.g: My Activities, My Cases, Cases from Queues I’m a member of etc). Interactive charts provide a visual snapshot of key metrics related to the work items, and also double up as visual filters which allow agents to slice and dice the data. An additional level of filtering is available with Global Filters to bring focus to the relevant items. Customizers/Administrators can choose from four layouts to build these dashboards.

Single-stream Dashboard
The stream can show data from Views or Queues (e.g: All Active Cases). Like the multi-stream dashboards, single-stream dashboards also come with interactive charts that can be used to filter data. The Tiles on the right side (shown in blue) show a count of records from a Queue or a View. Users can get a peek of the records by selecting the tile. Customizers/Administrators can choose from four layouts to build these dashboards.

Modern and intuitive design
The case form design allows agents to find and act on data with reduced clicks and navigation. It unifies customer interactions and pulls together all related information, enabling agents to be productive and view what’s most relevant at all times. The Guided Business Process is further enhanced to show process stage information as a fly out. The timeline (Interaction Wall) allows for rich time and record based filtering capabilities. Quick actions on search result, allow you to perform every day functions with ease, such as marking a task as complete or responding to a customer’s email. The Reference Panel is geared towards a highly configurable experience that allows you to always show relevant related data. Agents have full access to the customer record and can see recent cases, eligible entitlement, and any other relevant information. With integrated Knowledge agents can deliver solutions to customers across channels. This design pattern extends to other entities such as Account and Contact, as well as Activities.

External Party Access

External Party Access is the foundation that allows external parties such as Employees, Customers and Partners to access CRM data with the right level of permissions. External Party Access is an enhancement to the CRM API and SDK that allows integration, access and actions by contacts, partners or other 3rd parties you have modeled in CRM.

Social

With Microsoft Social Engagement, you can listen, analyze, and drive engagement all within Microsoft Dynamics CRM, Microsoft Dynamics Marketing, or standalone. Jump in and engage with your customers, reaching them in ways never before possible.

Mobile

Microsoft is delivering a seamless user experience across mobile devices, including tablets and phones, in a ‘configure once, deploy everywhere’ model.

Mobile offline support

Dynamics CRM Online users will be able to get full offline experience with mobile apps. This provides the ability to get your work done even when there is interruption in connectivity. Users will be able to create, change and delete records while offline. Automatic playback of offline actions helps synchronize local changes with CRM Online. The mobile apps provide a seamless user experience when switching between online (connected) and offline modes.

Document Management

This release brings the ability to view documents in context of opportunity, case or any other entity, right within the CRM mobile apps. Users can seamlessly open various Office documents stored in SharePoint or OneDrive for Business from within the CRM mobile apps (tablets and phones).

App-to-app deep linking

Enables other mobile apps (such as email or your custom mashup apps) to link and directly navigate to a record, view or dashboard within the CRM mobile app.

Modern mobile friendly experience

With this release, we are adding a variety of modern UI controls you can use in the mobile apps. Business Analysts have the ability to bind a data field to a new UI control, representing the data in a visual and interactive way.

Task Based Experiences

New task based experiences are immersive experiences that allow users to focus on the tasks they need to perform, not the records they need to interact with. With task based experiences, data from multiple entities are brought together into a single user experience.

I think we can all agree that this is an massive time for Dynamics CRM – nice to see Microsoft doing such great work with the product to reinvent the way our customers are serviced, as an avid follower within the community quite excited to see how partners/organizations adapt and prepare for the changes ahead.

 

9. New Reporting and Analytics Options in Microsoft Dynamics CRM 2016 Online

10. What about future?

Microsoft Dynamics CRM Online

I want to start focusing on Microsoft Dynamics CRM online, creating solutions, the architecture and understanding how it links in with Azure, mobile devices and other CRM online development.
Microsoft continue to push CRM online and it’s getting to a level similar to the capabilities to CRM on premise and has technology 6 months in advance of On Premise and not all functionality is going to CRM On-Premise.
CRM solutions and development will be moving to the cloud and those who only create solutions for CRM on premise could find themselves slowly getting isolated, so I am getting with the program and learning how to develop CRM solutions for the CRM Online.

Azure Architect Certification

 After attending the Azure architect training course I see the future of Microsoft Dynamics CRM being online connecting to many services, applications and mobile devices with being the glue which integrates everything.
 It will be a lot of work but I think it’s an investment in the future and the knowledge will hopefully help me in the years ahead.
 It will be interesting to learn new concepts and azure offerings, many of which I am unfamiliar with.

11.  “First Glance At Dynamics CRM 2016”

12. Dynamics CRM 2016 readiness guide for consultants

CRM 2015 + Custom Actions

1. Using Custom Actions as Thick adapters with Dynamics CRM

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