Archive for the ‘MS Dynamics CRM’ Category

Microsoft Dynamics CRM Unified Service Desk aka USD

December 13, 2014

With the CRM Online Spring `14 release of Dynamics CRM we can now start using the all NEW Unified Service Desk (USD). This is an exciting step forward for Microsoft Dynamics CRM. I have been with many customers over the past week that have shown great interest for this solution and how is will allow traditional call centers to be transformed into multichannel contact centers.

Take a look at the Overview of the Unified Service Desk

Unified Service Desk Base Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-base-package.aspx

Unified Service Desk CRM 2013 SP Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package.aspx

Unified Service Desk CRM 2013 SP Package with product updates details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package-with-product-updates.aspx

User Interface Integration documentation download: http://go.microsoft.com/fwlink/?LinkId=392670

Unified Service Desk system requirements can be found here: http://technet.microsoft.com/en-us/library/dn646882.aspx
If you want to get your hands on USD you can download it here: http://www.microsoft.com/en-us/download/details.aspx?id=43110

To help you get up to speed on Unified Service Desk please take a look at the following documentation:

Finally if you want to do some advanced development and integration on the Unified Service Desk please review the following templates: http://visualstudiogallery.msdn.microsoft.com/c1eff934-bf97-40a6-bbe3-c25178f18f86

MS Dynamics CRM 2013 Create or customize dashboards

December 1, 2014

In just a few minutes, you can create dashboards that make the data that matters easily accessible to your teams. Use our new eBook, Create or customize dashboards, to learn how.

This eBook, designed for admins, describes dashboard fundamentals and steps you through the process of creating lists and charts that are critical to making data easily understandable and accessible. It also provides ideas for extending your dashboards in interesting ways.

MS Dynamics CRM 2013 Build and Version Numbers for Update Rollups

November 28, 2014

 

Version Build Number Release Date (DD/MM/YYYY) KB Articles:  SDK Version
RC 06.00.0000.0514 -
RTM 06.00.0000.0809 24/09/2013
Update Rollup 1 06.00.0001.0061  16/12/2013  KB2891271  6.0.2
Update Rollup 2 06.00.0002.0046  22/03/2014  KB2919956  6.0.4
Update Rollup 3 06.00.0003.0106  15/07/2014  KB2930480
 Service Pack 1  06.01.0000.0581  28/05/2014  KB2941390  6.1.0
Service Pack 1 – Update Rollup 1  06.01.0001.0132  22/09/2014  KB2953252  6.1.1

SSRS (SQL Server Reporting Services) and UAC (User Access Control)

November 20, 2014

One of the frequently asked question in many forums is “I am an admin on the machine (Windows Vista or Windows 7 or Windows 2k8) where SSRS is installed but I am not able to access the reports”.

Recently I faced a similar issue. I am an admin on the machine which has Windows 2008 R2 installed. On top of it, I installed SSRS 2008 R2 and then configured the RS with proper values.

Then when I tried to access the report manager by navigating to the URL, I got an error message like

User ‘Domain\User’ does not have required permissions. Verify that sufficient permissions have been granted and Windows User Account Control (UAC) restrictions have been addressed.

I once again checked my configuration but everything looked fine. Since the error message gave some hint on UAC, I ran the browser as admin and navigated to the report manager. Now it did not throw any error message. I was able to see the home page and all other menu including the Site Settings.

I added myself as System Admin in the Site Setting

Closed the browser and opened it again in normal mode. Still  it was throwing same error.

Opened the browser again in Admin mode. Navigated to the home folder and added myself and assigned to all the roles.

After this when I ran the browser in normal mode, I was able to access all report manager and all the folders.

The issue is that by default UAC allows the users (even the administrators) to do the tasks with the privilege of normal user, i.e, say when you open the browser or an application, it is opened with the normal user’s privilege and not that of administrator’s privilege.

What I understood is that when I opened the browser in normal mode, UAC passed standard user’s privilege to SSRS and hence SSRS was not able to identify that I am an admin. To get the admin access either I have to run the browser in admin mode or add myself explicitly to SSRS System Admin roles.

So you have two options to tackle this issue

1) Fix it at your SSRS end as outlined above  (or)

2) Manage your UAC appropriately. Have a look at the below one to know more about UAC and how to manage it.

http://technet.microsoft.com/en-us/library/cc709691(WS.10).aspx

I went for the first option as UAC is mandatory in my ORG and also it helps you to secure your machine.

Original Source: Kirukkal a.k.a Scribbling

Microsoft Dynamics CRM 2015 getting ready materials

November 14, 2014

These are links to some of the information available as of now regarding Dynamics CRM 2015:

Get ready for the next release

http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

CRM Admin best bets

http://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-admin-best-bets.aspx

What’s new

http://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn ‘14

https://community.dynamics.com/crm/b/crmvideos/archive/2014/09/30/upgrading-from-microsoft-dynamics-crm-2013-to-2015-autumn-39-14.aspx

Other Microsoft Dynamics CRM Videos

https://community.dynamics.com/crm/b/crmvideos/default.aspx

Microsoft Dynamics CRM 2015 Outlook enhancements

November 13, 2014

With Dynamics CRM 2015 we get an even better experience working with Outlook. Besides the default synchronization options, including the tracking of emails, synchronization of appointments, tasks and contacts, with the new version we will be able to take advantage of the following enhancements:

Appointments – going forward we will be able to synchronize not only the appointment itself, but also appointment attachments. This will be extremely useful when tracking meetings where an agenda is attached, and/or any other type of documents. These attachments are now accessible from within CRM, to all users with access to the record, whether they are part of the Appointment activity or not.

Tasks – enhanced ability to track task assignment in Outlook.

Data synchronization – the ability to specify synchronization rules down to the individual field level. Now we can keep specific data private without the need to create related entities.

image

This works for both Server-side sync and Outlook synchronization.

Note: the rules about what is being synched are available in read-only format to all users.

Address and Phone – increased amount of phone and address records associated to a Contact. Now we can store up to three different addresses and up to eleven different phone numbers on a Contact record.

Microsoft Dynamics CRM 2015 Top 10 new features

November 10, 2014

With the announcement of Dynamics CRM 2015, a listing of new features has been made available. They include, but are not limited to:

1. Customizable Help – with the new release, now we will be able to customize Help to reflect the customizations made to the system. While this is a really nice feature, it will probably increase the cost of a custom solution substantially. It will be the customer’s choice if they want to pay for it.

2. Dedicated support for hierarchical data – while hierarchies could be built with previous versions of Dynamics CRM, now we can specify relationships of type hierarchical. This brings better visualization, easier access to data through code, and enhanced security model around hierarchies.

3. Field level security for any and all fields – up until this version, all custom fields could be configured with field level security. Now we can do the same to all fields.

4. Branches for Business Process Flows – this allows for more complex scenarios to be handled through the use of business Process Flows.

5. Enhancements to the Product Catalog – finally an easier way to handle complex product catalogs. Also now we have the ability to move the product catalog between environments.

6. Enhancements to the Outlook and Exchange experience – we now have the ability to configure synch direction and to use multi-factor authentication using OAuth.

7. Dashboards for tablets – now dashboards will be available to tablet users.

8. Reduce the JScript volume on calculated fields – now most calculated fields can have formulas defined using the wizard. We now have support for most mathematical operations as well as some logical operations.

9. Roll-up fields – now we can define roll-up fields to aggregate data. We can define up to 100 roll-up fields per Organization with up to 10 per entity.

10. Get rid of the navigation tour globally – now we can disable globally the welcome tour screen.

Microsoft Dynamics CRM Chrome 38 Lookup Fix

November 7, 2014

A Managed solution that fix the lookup errors in Dynamics CRM with Google Chrome 38
The solution is unsupported.

Download

UPDATE:
Google Chrome 38.0.2125.111 fixed the lookup error, please update it.

Details:
http://www.crmanswers.net/2014/10/google-chrome-38-lookup-fix.html

Technical details here:
http://www.crmanswers.net/2014/10/lookup-errors-with-google-chrome-38.html

Patch details here:
http://jongrant.org/2014/10/17/patch-for-chrome-38-lookup-error-in-dynamics-crm-2013/

Performance Optimization of CRM 2011 Quick Find Queries

October 21, 2014

Quick Find is a basic navigation tool to help you find specific records in CRM 2011. Quick Find optimizations have been included in Dynamics CRM 2011 Update Rollup 10 (UR10). By default, these are enabled after applying UR10; however, you can disable them using the option in System Settings:

(Settings | Administration | System Settings | General Tab)

The setting is at the bottom of the “General” tab called “Enable Quick Find Record Limits,” which is set to “Yes” by default.

Engable or disable CRM 2011 quick find records

When the optimizations are enabled, if more than 10,000 records are returned by a Quick Find query, the following error will occur:  “Quick find limit exceeded. Please use a more selective search value, or use Advanced Find for your search.”

If users need to search using terms that will potentially match over 10,000 records, this setting can be disabled. However, disabling the setting may result in slower overall performance for Quick Find queries. A more appropriate tool for such queries would be to use Advanced Find.

In order to take full advantage of the new Quick Find optimizations, customers will need to implement custom SQL indexes on their Find Columns.  As SQL indexes currently cannot be created in CRM Online, this can only be done in On Premise.

Example:

If you have a custom field on the Contact entity called po_CustomField, and you have enabled this as a Find Column for Quick Find searches.  In order to take full advantage of the new optimizations, create the index:

CREATE NONCLUSTERED INDEX IndexName

ON [dbo].[ContactExtensionBase] ([new_CustomField])

GO

You can optimize the way query performance by modifying the way CRM displays the query results. With the release of Dynamics CRM 2011 UR10, we can now limit the search results returned by quick find and also utilize the new Quick Find query structure by implementing SQL indexes on the column or set of columns used in a Quick Find query.

For more information on performance improvements in Dynamics CRM 2011 UR10 and Quick Find queries please Optimizing and Maintaining a Microsoft Dynamics CRM 2011 Server Infrastructure Performance white paper.

Source: Power Objects Blog

Update Rollup 18 for Microsoft Dynamics CRM 2011 (KB 2958724)

October 10, 2014

Microsoft has released Update Rollup 18 for Microsoft Dynamics CRM 2011 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM 2011 Language Packs, and Microsoft Dynamics CRM 2011 Email Router.

For more information about this release, see Microsoft Knowledge Base article 2958724:

Update Rollup 18 is available for Microsoft Dynamics CRM 2011

To maintain parity between the application components of Microsoft Dynamics CRM 2011, this update rollup includes packages for Microsoft Dynamics CRM Server, Microsoft Dynamics CRM for Outlook, Microsoft Dynamics CRM Language Packs, and Microsoft Dynamics CRM Email Router.

Download


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