The Outlook client for Dynamics CRM has been a bit of a mystery to many users and partners for many years now. One key area is that of Contacts where users experience duplicates in their Outlook, mobile devices, CRM, and sometimes even integrated applications. This post will explain why and how this occurs as well as explore some underlying technical details.[More]
When writing Scribe processes I often find myself needing data not immediately available from my source query. This can be due to a number of reasons, from source query execution optimization to the complexity of the required relationship. Whatever the case, here are a number of ways you can retrieve a value from another source without needed to insert a SEEK step in your DTS. The following functions can be used within User Variables for easy labeling and reuse or as ad-hoc retreivals within a data or lookup link formula.[More]
Ok, so your business is growing and you’ve made the decision to look into implementing a CRM solution to help automate and standardize your sales process. The first decision you will have to make will likely be, “should I buy it or build it?”
Here are 5 good reasons to NOT build your own:
When a company’s business process requires data fields on forms to be set to certain values or change a value based upon some data conditions, it is pretty easy for a programmer to write script code on the form to perform those operations. Improved CRM 2015 Business Rules allow System Administrators without programming skills to be able to configure Business Rules that will set or change form data field values.
Anatomy of Business Process Flows in Dynamics CRM 2015[More]
Business process flows are not a new feature in Dynamics CRM 2015. They were introduced in the 2013 release as a way to provide a step by step guide to completing some process. The business process flow could be step up as a series of stages, with each stage containing multiple steps. The steps provide the user with a visual indicator of where in the process they are.[More]
Have you ever wondered how you are authenticating to your CRM application? It is useful to think about this because it:[More]
The Xrm.Page.data.process namespace has been introduced in the SDK of Microsoft Dynamics CRM 2015, which provides events, methods, and objects to interact with the business process flow data in a form.[More]
Tags: CRM 2015
This is a fairly new feature to CRM Online, There is a bit more than just turning it on to get it to work.[More]
I wanted to cover a simple process that is now available in CRM Online that integrates CRM Online to SharePoint Online. Microsoft has replaced the traditional CRM List Components that was used to link MS CRM and SharePoint. It is so simple to configure that it can be a bit misleading. So this blog entry is meant to simplify the process. First you will need to make sure that you have configured a site collection before you begin the Server Side configuration process. It’s been my experience that these integrations work best at the root of a site collection.
https://wfdemosite.sharepoint.com is the URL of the site that I am going to integrate with CRM Online.[More]
The Integration User is allowed to update Sales records such as Orders when they are in a read-only Submitted state. This user is deployed out of the box in Microsoft Dynamics CRM and can only be accessed programmatically. You can see the INTEGRATION user by doing an advanced find on disabled users. The following example will demonstrate how to “impersonate” the INTEGRATION user and assumes that your organization is using a 3rd party application such as an ERP or Finance system and has SOP Integration Mode turn on.
Scenario: There’s integration between CRM and a 3rd party system that pushes Orders from CRM when the status is changed to Submitted. Users in CRM would like to make changes to the Order record after it’s been submitted but cannot edit the fields on the form because the record is read-only.[More]
So you have Dynamics CRM up and running and now it is time to re-create and re-type all of those contacts, tasks, appointments, and emails. Well let’s consider some other options first. In particular let’s take a look at new and existing features provided by the CRM development team, namely, Server-Side Synchronization, Email Router and CRM for Outlook. Depending on the existing infrastructure only Email Router and CRM for Outlook might be available. There is a really nice chart on the supported configurations located here. Basically Server-Side Synchronization is not available for hybrid deployments (CRM Online to Exchange on-premises and vice versa). There are some other limitations listed in the TechNet article.
Despite the limited availability Server-Side Synchronization is the easiest out of the three options to setup and the most convenient one as it doesn’t require any additional software at all. So let’s get started.
Dynamic or “dependent” pick lists have been a challenge to implement in CRM since the beginning of time (CRM time that is). You know, select option 1 from the parent pick list and the options available in pick list 2 change. Traditionally it has taken hundreds (sometimes thousands) of lines of code to implement this functionality, especially where the number of available options runs into the hundreds. Once implemented, it often became a developer’s nightmare to add/modify or change options.
Our own Chuck Oldes posted a blog article a little while back showing how to implement a dependent pick list utilizing the code sample provided by Microsoft in the SDK. A nice approach to be sure, but still requires a good deal of XML manipulation.[More]
It is a well-known best practice to not do any customization to CRM directly in the Default Solution, but alas, it is so easy to find yourself there! We all run into solutions with the dreaded “new_” prefix to entities and attributes. This article will discuss a method that will allow you to take an unmanaged solution and refactor it to use a custom prefix and publisher.
First, make sure the solution you are working with is not the Default solution – these steps must be taken against a separate solution (unmanaged). After that, you will need to unzip the package to uncompressed files. Once the files and subfolders are uncompressed, you’ll need to open the solution.xml, customizations.xml and [Content_Types].xml files in an XML editing application similar to Visual Studio.[More]