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)


moving Microsoft Dynamics to the cloud

1. В Україні нарешті доступний сервіс Microsoft Dynamics CRM Online!

Microsoft Dynamics CRM Online – потужне і зручне комплексне рішення для управління відділами продажів, маркетингу та сервісу у вашій компанії, що поставляється як хмарний сервіс і пропонує таку ж функціональність, як ПО, розміщене на вашій інфраструктурі.

Спробувати даний сервіс можна на ресурсі http://www.microsoft.com/en-gb/dynamics/crm.aspx.

Для партнерів також є можливість отримати цей сервіс для свого внутрішнього використання через Microsoft Dynamics CRM Internal Use Rights (IUR). Завантаження даного сервісу можна здійснити за посиланням partner digital download site.


Five surprising truths about moving Microsoft Dynamics (or any solution) to the cloud

1. No Cloud is an Island, nor should it be.

Some people have a misconception that migrating their Dynamics ERP or CRM application into a cloud environment will break a customization or an integration with other on-premise systems.  While some public cloud options might not support integrations or customizations, this isn’t the case when migrating Dynamics ERP applications into a private cloud.  In fact, even if you are on Dynamics GP 2010 or 10, you could directly migrate it into a private cloud without needing to upgrade the application or overhaul your traditional licensing.  Many private cloud providers will allow for VPN or MPLS connectivity into the cloud environment to truly be an extension of your existing datacenter.  With this in place you can more easily migrate additional application workloads to the cloud as it becomes appropriate. Extending your data center with a private cloud allows for integrations with public cloud and on-premise solutions. And delivering a hybrid model – not an island – is the way it should be.

2. The customer is in control, always

Loss of control is a commonly named fear of IT professionals when evaluating the cloud – especially for mission-critical systems like Microsoft Dynamics ERP. As the executive whose job it is to ensure that systems are reliable and secure, the need for control is essential, because the buck stops with you.  When workloads are moved to the cloud, you still have access to back-end systems or database servers.  Many private cloud companies, but not all, will give customers complete administrative access into their environment.  What this means to you as a cloud customer is that you gain a team of infrastructure experts including SAN administrators, network engineers, and database performance ninjas to back up your existing IT teams.  You get the benefit of an extended team that manages and cares for hundreds of other customers running the same applications you do to support your business.  In addition, your cloud partner will typically leverage support lifecycle protocols such as ITIL to manage the environments so the quality of your service, specifically around system availability and uptime, is improved.

3. The cloud can make your organization more profitable

This one sounds like a claim that can’t be true, but research demonstrates that companies running ERP in the cloud are truly more profitable. The Aberdeen group recently published a survey (available here) of midmarket companies running cloud ERP solutions compared with like companies with on-premise ERP. The results were surprising: organizations that had deployed ERP in the cloud experienced nearly two times the improvement in profitability as compared with customers who had deployed ERP on-premise.  The study also showed significant advantages in operating costs, scheduled compliance and on-time delivery.  Ultimately these benefits were direct results of the agility of an organization’s cloud ERP solution and its improved ability to make key decisions and streamline processes.

4. Your cloud provider helps reduce your risk.

Many organizations with robust IT teams consider whether they should build their own private clouds. Others simply want out of the data center business. If your team is in the first category, then you already understand there are tools out there, like Azure and others, to build your own virtualized private cloud. For certain applications, this may be perfectly aligned to your strategy and acceptance of risk. However, for Microsoft Dynamics, especially ERP solutions, you must evaluate whether you are taking on more risk than you desire. Certain cloud providers are highly certified for specific industry regulations and can also provide high SLAs and low recovery times. This helps you reduce your risk as well as gain a proven process for maintaining the standards and documentation required for compliance reporting. In addition, the provider’s economy of scale is often something an internal team cannot achieve in a practical manner.

5. You will benefit from Microsoft’s ecosystem.

Microsoft Dynamics and all of its industry add-on solutions are not so unlike the explosion of Apple’s iPhone apps. The growth of Microsoft Azure and the maturing market of cloud providers mean that there is a whole ecosystem of cloud-based applications currently available and coming to market. Organizations adopting cloud-based Dynamics solutions can and will benefit from this growing ecosystem of partner and ISV offerings. The key to success is to clearly understand the cloud provider and the model behind its offering to ensure the right security, flexibility, and integration capabilities that will serve your organization well.

If moving Microsoft Dynamics to the cloud in 2015 is a consideration for your organization, what’s next? How do you ensure that your potential cloud provider is providing all the benefits discussed above? Make sure you choose the right cloud model for your application and have flexibility to integrate for the future. For a guide on understanding cloud models and questions to ask your potential provider, view our whitepaper here.

CRM 2013 : Implementation tricks

1) Dynamics Cloud vs On-Premise

2) Install CRM 2013 Server and Reporting Extensions with Minimum Permissions and No Internet.

>>  I guess you might also want to reference something on best practise/minimum permissions for the SQL components as well:


For example because the default VA’s are not supported by CRM 2013 for the SSRS service account I suspect a domain user account would be preferable to Local System?

>> If I install SQL I would normally create a domain user to run the SSRS service account. However, when I’m on client site I normally get given access to the SQL/SSRS boxes already installed and told to install CRM and “make it work”! 🙂 So a simple change from default VA to Local System seems the easiest.

3) With the Dynamics CRM Spring 2014 release, Microsoft introduced a wealth of exciting feature enhancements and new product additions designed to help sales, marketing and customer services professional deliver amazing customer experiences and drive sales through the roof.

The release includes a brand new marketing automation suite, a complete customer care platform and integrated social listening.

• Dynamics Marketing Overview
• Social Insights
• Social Listening
• Unified Service Desk
• Enterprise Case Management
• Server-side Synchronization and SharePoint Enhancements
• Introduction to Parature
• Licensing and Pricing

4) emailing functionality for MSCRM 2013 online having Exchange Online and Exchange On-Prem Users:  Server side sync option  works only for the Exchange Online.

5) Have a look on this (upgrade from crm 4 to crm 2013):

6) Duplicate Detection Rule Republisher

Как Вы знаете – после публикации кастомизации иногда «слетаю» некоторые Правила поиска дубликатов. Переходят в неактивное состояние. Происходит это потому, что публикация затронула метаданные, которые используются в Правиле поиска дубликатов.

Duplicate Detection Rule Republisher – консольное приложение, которое позволяет массово публиковать неактивные Правила поиска дубликатов.

7) Business Rules

Below link has detailed explanation about Business Rules in CRM.

8) Step by Step: Configuring CRM 2013 Internet facing deployment (IFD)

9) information from  Linkedin Group:

Google removed support for modal dialogs from Chrome 37+. Many web apps, including Dynamics CRM use modal dialogs, so CRM users have needed to modify a registry setting to workaround this issue temporarily. See http://blog.chromium.org/2014/07/disabling-showmodaldialog.html for more information.

Microsoft is releasing a series of CRM hotfixes in April to enable customers to continue using Chrome when the workaround stops working, also in April.

CRM 2011 customers will need UR18 and a critical, on-demand hotfix
CRM 2013 customers will need UR13 and a critical, on-demand hotfix
CRM 2013 SP1 customers will need to update to UR3, available in April 2015
CRM 2015 customers will need to update to UR1, available in April 2015
CRM Online customers will automatically have the hotfix applied during routine maintenance in April

More information will be provided as it becomes available, but please use this information to plan and schedule your CRM maintenance next month.

Disabling showModalDialog blog.chromium.org

The web platform has evolved organically over the past two decades, slowly growing new capabilities and APIs. Many features that are added are great ideas that enable web developers to make even better applications.

Writing SQL Reporting Services Reports for CRM Online 2011

by Jim Steger

Jim Glass recently provided a great post on the Microsoft Dynamics CRM 2011 YouTube video library. One of the videos that immediately interested me was Abhijit Gore’s walkthrough of writing SQL Reporting Services Reports for CRM Online 2011. In this 10 minute video, Abhijit demonstrates how we can now write SRS reports that can be imported into CRM Online 2011 and also used within the new 2011 dashboards!

CRM 2011 uses Fetch XML to query the CRM Online databases. To start writing your own reports for CRM Online, you must first install the CRM BIDS extension