Microsoft Dynamics CRM Google Maps

November 4, 2017

CRM Google Maps solution allows you to easily insert Google Maps web resource on your entity forms and show some address field on the map.

Installation

  1. You need to go to the releases page to download the CRM solution.
  2. After you downloaded your solution you need to install it on your CRM instance

Get Google Maps API Key

This solution is not working without a valid Google Maps API key so the first thing you need to do is create yourself an API key.

Steps:

  1. Open Google API page in your browser.
  2. Click on the Get Key button.
  3. Select Create a new project in the dropdown menu and enter project name (eg. CRM Google Maps)
  4. Click on Create and enable API.
  5. After a short waiting, you will get your API key in the popup that you need to store for later use.

Configuration

  1. The first step after you install your solution is to set your Google Maps API key, because maps will not work if there is no valid API key set in CRM.
  2. Updating API key is done via configuration page in the solution that is shown in the image below.

    solution_config

  3. Then you need to assign security roles to the users that will manage/use Google Maps in CRM by assigning them CRM Google Maps Admin or CRM Google Maps User role.

    roles

  4. Then you need to add Google Maps web resource to the CRM form where you want to show the address on the map. You need to set one parameter (address) on the web resource in the Custom parameters textbox (eg. address=address1_line1 or address=address1_composite)

    webresource_config

  5. Now your web resource is ready to use if you followed steps above. The final result is shown in the picture below.

    maps_example

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Auto Number Generator Project for Microsoft Dynamics CRM

November 2, 2017

Auto Number Generator Project for Microsoft Dynamics CRM 2015 (7.1.1.4309 +) & CRM 2016

  • Multi-thread safe.
  • Plugin registered in Sandbox mode, making it fully compatible with either CRM Online or On-Prem.
  • Guarentees unqiueness.
  • Allows for Pre/Post fixes.
  • Allows for external initialization. ie If record come from an external system, it will populate the id, if it is created in CRM, it will populate it.
  • Can be installed as either managed or unmanaged.
  • No Custom Coding/Plugin Registration Required!

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Cannot Connect to Project On Line

October 13, 2017

Could not load project, job failed, retrieve enterprise global template, internal error, unable to open your project

If you are having any of the issues below when using your Project Professional connected to Project Online, Allan Rocha have the solution for you!

Microsoft Project
Unable to display Projects from the Project Web App.
Possible reasons:
- You have chosen to work offline.
- General network connectivity problems.
- The Project Web App is currently not available.  
- You do not have sufficient permissions to open project(s) 
from Project Web App.
Microsoft Project
The following job failed to complete.
Job Type: Load
 Error ID: 9000(0x2328)
 Error
Could not load project. Please try after some time. If the problem 
persists, contact your system administrator. 
Microsoft Project
Could not retrieve Enterprise global template.
There seems to be a problem with the database, please contact your 
server administrator.
Microsoft Project
An internal error occurred.
If this problem persists, contact your administrator.
Microsoft Project 2016
Sorry, we were unable to open your project. Please try again.
If this happens again, contact your administrator.
Microsoft Project
Project was unable to establish a connection with "https:// [tenant] 
sharepoint.com/sites/pwa".
This could be caused by a loss of network connectivity or inadequate 
permissions to connect to Project Web App.

Solution

 

Dynamics 365 LinkedIn Integration

October 5, 2017

LinkedIn and Microsoft Dynamics 365 (CRM) are world leading sales tools and now they come together, to help you save time toggling back and forth between your Dynamics 365 (CRM) and LinkedIn Sales Navigator, and to focus on what matters most—selling.

The LinkedIn Sales Navigator for Microsoft Dynamics 365 (CRM) is designed to create a seamless experience between Sales Navigator and Microsoft Dynamics 365 (CRM), saving your reps valuable time.

  • View LinkedIn information where you’re already tracking other sales activity
  • Mention icebreakers to identify commonalities between you and your prospects
  • Uncover the best way to get introduced through TeamLink
  • Find new contacts directly with Recommended Leads
  • Get sales updates including news mentions and job changes when viewing CRM records

 

Below you’ll find a brief guide to implementing the solution and some of the benefits this will bring to you sales force.

Import the Solution

Download the LinkedIn Solution for Dynamics to a folder on your computer. Do not unzip the file.

Log into your Dynamics 365 (CRM) environment

Navigate to Settings > Solutions to open the Solutions grid

Click Import (1) to open the Select Solution Package dialog

In the Solution Package Dialog click Choose File to browse for the solution file you downloaded and saved > click Next to see the Solution Information > click Next to see the Import Options > click Import, and wait for the import process to complete

The imported solution is listed at the top of the list of solutions. No further configuration is needed at this point and you can close out of Solutions.

Sign in to LinkedIn Sales Navigator

Next up is to sign into LinkedIn Sales Navigator from Dynamics 365.

Note:

All Dynamics 365 (CRM) integrations require Sales Navigator Team edition or above. If you don’t have Sales Navigator you can contact us to schedule a Sales Navigator demo and get a free trial for your team

To sign into LinkedIn Sales Navigator and link your Dynamics 365 instance with your LinkedIn account, open a record, eg an Account


Click the Form Sections chooser (1) and then LinkedIn Company Profile (2)

Click Sign in to open the sign in dialog

Provide your credentials to LinkedIn

Using LinkedIn Sales Navigator for Dynamics 365 (CRM)

Once logged in you will see content for the selected record in the Sales Navigator widget. In the widget for LinkedIn Company Profile you’ll see a basic information section to the left, and three headers; Recommended Leads (1), Connections, and News

Use the Recommended Leads section to find new leads directly in Dynamics 365 (CRM)


Uncover the best way to get introduced through Connections, and get Account & Lead Updates including news mentions and job changes in the News section

You can find LinkedIn’s Sales Navigator widget everywhere you need to validate your customer or prospect data: Account, Opportunity, Contact, and Lead records in your Dynamics 365 (CRM)

If you open a contact record you’ll find new options for Activities (2), including the new Pointdrive Presentation option (allowing you to share and track content with your leads)

Note that for the contact records you also have a LinkedIn Member Profile widget

The LinkedIn Member Profile widget shows a basic information section to the left, and three headers; Icebreakers (1), Get Introduced, and Related Leads

Use the Icebreakers section to identify commonalities between you and your prospects, the propects recent activity and more.

The Get Introduced section help you uncover the best way to get introduced through your own network or via you co-workers network (TeamLink)


The Related Leads section you can find related leads to your prospect to map out the entire buying committee

I hope you will enjoy this unique way of saving time toggling back and forth between your Dynamics 365 (CRM) and LinkedIn Sales Navigator to focus on what matters most—selling!

See also

  • Presentation from Microsoft Inspire 2017: “Microsoft Relationship Sales – combining LinkedIn Sales Navigator and Dynamics 365 for Sales” –  link

Microsoft Dynamics 365 – Portals Source Code Release

October 1, 2017

We are excited to announce that we have released the source code for Dynamics 365 – Portals.    The source code is released under an MIT license which is a very permissive popular open source license.  The source code is consistent with the same code that is used to host our July 2017 portal release (version 8.3).

This source code distribution will enable customers to customize the asp.net code that is used to run their portal and will support both Dynamics 365 online and on-premise deployments.  The source code is released as a one-time distribution with no plans on updating it, and it is offered as an as-is sample with no support.

We recommend customers to  continue using our portal service that is bundled with Dynamics 365 solutions of more than 5 users, as this provides the most benefits for customers.  Customers using our online service will have the benefit of regular updates, a monitored service, automated deployment. and full support through standard channels, inclusive of the benefits of our service offering SLAs.

Customers that choose this source code distribution are fully responsible for fixing any bugs they encounter, performing their own deployments, including hosting costs and other infrastructure licenses necessary to run the product.  They are also responsible for monitoring, securing, and operating the portal.  These are all significant responsibilities that customers should consider carefully before selecting this distribution.

The source code and installation documentation can be downloaded from here.

Xrm Workflow Scheduler

September 16, 2017

Dynamics CRM solution to configure workflow processes to run on a recurring schedule.

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Deprecation of Dynamics 365 for Outlook

August 22, 2017

At the end of June, we announced that Dynamics 365 for Outlook (“Outlook add-in”) is deprecated with the July 2017 update for Dynamics 365. The Outlook add-in is a legacy feature that has been around for a while. In this blog post, I’ll provide more details regarding this announcement.

What deprecation means

When a Dynamics 365 feature is “deprecated,” it means we intend to remove the feature capability from a future major release of Dynamics 365. The Outlook add-in will continue to work and is fully supported until it is officially removed. However, we will not invest in new functionality for the add-in. After removal, the Outlook add-in will no longer work.

The add-in is deprecated with the upcoming July 2017 update for Dynamics 365 (online), which is a major release (version 9.0). We will remove the add-in with version 10.0, which will be the major release after the July 2017 release. The removal applies for versions 10.0 and onwards. We will continue to support the add-in in versions earlier than version 10.0 until the Dynamics 365 version itself is not supported.

The following diagram shows how we plan to support the add-in in existing and future versions of Dynamics 365.

Why deprecating? Why now?

Today’s users expect products to be fast, contextual, and easy to navigate. While the add-in has many capabilities, the user experience is not as up to date as the rest of the Dynamics 365 product. COM add-ins (which Dynamics 365 for Outlook is based on) are older, slower, and supported only in limited versions of Outlook. In the last few years, Office released “Office add-ins,” which, unlike COM add-ins, don’t have any code physically installed on the user’s device or Outlook client, and therefore results in better maintainability and reliability. Also, the new add-ins are not limited to Outlook running on Windows; they also run on Outlook Web App, Outlook for Mac, and Outlook for mobile. With the latest Dynamics 365 enhancements, improvements to Dynamics 365 App for Outlook, and with enhancements we plan to release in the near future, our users will have a better experience while using Dynamics 365 App for Outlook and will have the functionality they need to run their businesses. Also, as previously mentioned, we are committed to supporting the add-in for the upcoming major release (July 2017 update for Dynamics 365 online) and previous releases, so our customers have time to plan for this change. The combination of the new Office add-ins, enhancements to Dynamics 365 App for Outlook, and the long time we’re providing to prepare for this change is the reason for announcing the Outlook add-in deprecation at this time. See the contrasting Dynamics 365 App for Outlook (first image) with the Outlook add-in (second image).

What’s next?

For the duration of the upcoming major release, the add-in is available and supported. Customers can use the add-in while exploring Dynamics 365 App for Outlook. An organization can use server-side sync as the syncing mechanism, and have a set of users working with the app and another set of users working with the add-in, but it’s not recommended for a single user to use both the app and the add-in on the same client. The current version of Dynamics 365 App for Outlook supports tracking, linking, and viewing Dynamics 365 information for emails, appointments, and contacts with Outlook on the desktop, web, or phone. For full details on what’s supported, see support metrics. The July 2017 update for Dynamics 365 (online) will add much more functionality and flexibility to the app.

New capabilities

In the July 2017 update for Dynamics 365 (online), we invested in a new Unified Interface framework that provides a uniform experience for all new applications. Starting with this release, when using Dynamics 365 App for Outlook, users have access to much Dynamics 365 information. In addition to tracking and viewing information for the records that relate to the email recipients, or the regarding record, users can search for any record, navigate to that record, and edit it, all within the app. This experience is like the existing add-in, where it’s a “one stop shop” for users.

Dynamics 365 will continue to offer offline capabilities by using Dynamics 365 for phones and tablets. With the add-in, you can use Offline mode only on Outlook for Windows. Working offline with Dynamics 365 for phones and tablets provides a better, richer, and more intuitive mobile experience.
We will also provide a solution for Excel dynamic worksheets, which is available today with the add-in.

Summary

Deprecating a legacy feature is never easy, but we’re very excited about the new Outlook app and the business value it provides to our customers. This new app brings the most up-to-date experience for pairing Dynamics 365 with Outlook. The long period between the deprecation notice and the removal of the legacy Outlook add-in ensures customers have enough time to prepare for the change. We encourage you to explore Dynamics 365 App for Outlook and share your experience with us, so we can help you run your business better.

For more information on the app, see the Dynamics 365 App for Outlook User’s Guide.

Ben Elad

Senior Program Manager
Microsoft Dynamics 365 team

Android Studio The Official IDE for Android

August 4, 2017

Android Studio provides the fastest tools for building apps on every type of Android device.

World-class code editing, debugging, performance tooling, a flexible build system, and an instant build/deploy system all allow you to focus on building unique and high quality apps.

Download Android Studio
2.3.3 for Windows (1,926 MB)

Project My Screen App for Windows Phone

July 26, 2017

If you want to project your phone screen to an external display but are unable to connect to a wireless device, you can use a USB cable to connect to a Windows device. Note: To project your phone screen with a USB connection, you’ll need to install the Project My Screen app on your Windows device (a Windows PC, laptop, or select tablet). Once you’ve installed the Project My Screen app, do the following: 1. Use a USB cable to connect your phone to your Windows device. 2. Start the Project My Screen app on your Windows device. 3. On your phone, tap Yes when prompted to allow screen projection. Notes: • You can’t use a USB connection to project content that’s protected by Digital Rights Management (DRM) – for example, Xbox Video. • Projecting your phone screen with a USB connection is video only. You can still manage audio through your phone.

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Dynamics 365 App Module

July 15, 2017

As with any release, the release of Dynamics 365 has introduced a bunch of new features.  Head over to the CRM Roadmap site, or the CRM What’s New site to see first hand the features that have recently gone live.  You can also see what’s in preview, in development, previously released, or indefinitely postponed.

With this release, a new concept has been introduced to Dynamics 365 for Sales (formerly Dynamics CRM).  This concept is the ability to have multiple Apps within the product.  First off, note that this feature is in preview only mode for this release.

What is an app? Well in its simplest form, this is a collection of related entities, dashboards, and business process flows that will allow you to streamline and tailor Dynamics 365 for Sales so that your end users in different business areas can see only the pieces of the product that matter to them.  It also allows you to filter sub components of what you add – for example, your users only see a specific view of an entity you’ve added.

You could perform portions of this functionality with the older versions of Dynamics CRM.  For example, you could have only specific forms or dashboards display for users in specific security roles.  However, everything in your solution was in a single site map and you had to manage it as such, which forced configurators to always remember that the application they’re designing and building is visible to all users, unless they update the specific dashboards and forms to be visible only to users in a specific security role (by default they’re visible to all).

However, with the introduction of Apps for Dynamics 365 for Sales, configurators can now more easily put components that they want specific users to have visibility to into a specific app for those users.  This means that when you have new users rolling onto CRM, you can easily create a new security role for them, and then start putting the components of the system into their own app that only they’ll have visibility to.  Also you can filter what sub components of those artifacts you want visible in your app – this functionality doesn’t exist in previous versions of the product.

Also of note is that your apps will have a unique URL should you want to provide that to users to navigate to directly.  The URL will be in the format of <crmurl>/apps/AppName.

When you create a new App (done from the solution since apps are solution aware), you’ll need to provide a few pieces of information.  Note that the Application URL will be the name used at the end of the URL for the application specific URL mentioned above.  This (along with the Unique Name) cannot be changed once you click Done on this initial app creation page.  The Name, Description, and Use Default Image can be modified after creation.

image

After providing the basic information above, you’ll be taken into the designer area of the app.  From here you’re able to add the following components to your app.

  • Site Map – this is required and will be discussed in more detail in a future post
  • Dashboards – you can filter what dashboards display in your app
  • Business Process Flows – you can filter what business process flows appear on entities for your app
  • Entities – you can filter what forms, views and charts appear on the entities for your app

After you add each of these components, you’ll have different properties to set for each.   For entities, you’ll be able to select which Forms, Views, and Charts are available in your app.  After you start adding components, your app will start to accrue a list of other dependent components that.  For example if you select a form that has a view from another entity used in a sub grid, you’ll need to make sure that view is in the target environment you’re deploying your app to or the deployment will fail.  If it doesn’t exist, simply make sure to add that component to the solution prior to deployment.

Note:  If you do not select any forms, views, or charts for an entity in your app, that entity will still display in your app but all forms, views, and charts will be displayed for it.  Even though you’ll get a warning when validating your app (see validation details below), the app will still work and show you all components of that entity without filtering some of them out.

image

image

With Dashboards and Business Process Flows, you simply have the option to select which of those you want to include in your app.  Note, when you do this, if there are entities that are required for the dashboard or business process flow that you add, they’ll automatically be added to your app.  However they’ll be added but no sub components of them will be added (forms, views, or charts) which will fail validation which we’ll discuss in the next section.  These entities will be added but are not needed in your app.  They’re only needed if you want to further filter out the forms, views and charts that are visible to end users.  If you don’t want to filter them out and want to keep your app clean, you can simply click on the entity name and then click on the trash can / remove icon on the top of the page to remove it from your app.  Doing so will provide you a confirmation dialog prior to removing the entity.

image

In addition to removing an entity from the app, you can also click on the Edit button that will open up the entity in an entity specific solution window.  Finally, the Add button will let you quickly add another artifact or entity asset to the app.

image

As stated above, once you start adding components to your solution, you’ll app will start to take on dependencies which means that if they’re not in the target environment you’re deploying your app to, your solution import will fail.

For example if you select a form that has a view from another entity used in a sub grid, you’ll need to make sure that view is in the target environment you’re deploying to.  If it doesn’t exist, simply make sure to add that component to the solution prior to deployment.

To validate your app, simply click on the “Validate” button at the top right of the app.  You’ll get a summary at the top that you’ll be able to expand and see more details of what errors and/or warnings the validation identified.  You’ll also see on the visual designer the components highlighted that are causing the dependencies.  Finally, if you click on the “Required” tab on the left pane, you’ll be able to see a list view of the dependencies for the components added to your app, and those components are already added to your app will be checked off.

image

image

image

As stated before, an App is solution aware which means that you can put the app into a solution when you’re ready to promote it from Dev to QA to Production.  Remember that if you have new components you created for your app (such as an app specific site map), those components also need to be included in your solution or the deployment will fail.

image

Also note that while you’re working on your apps, you don’t need to go through the Apps solution component to be able to resume development on the app.  You’re also able to see your published apps and apps being edited by going to Settings –> Application –> My Apps.  The default app that contains all your configuration and site map prior to the new app concept will be the only published app out of the box.  This app cannot be edited through the app designer and needs to be edited the old way through site map modifications.

image

When the app is unpublished, you’ll be able to click on the ellipses and select Publish or Open in App Designer.

image

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Once you have your custom app published, you’ll be able to Manage Roles to indicate what security roles should have access to view the app.  By default, only the System Administrator and System Customizer roles have access to view the app so don’t be worried that you’re only able to get to this screen after the app is published (which means if all roles had access to the app there would be a period of time between publishing and removing roles, that some users may have access to the app – that’s not the case).

image

After the application and site map have been completed and published, you access your new app via the app switcher which is the breadcrumb just to the right of the O365 tiles icon.  You can quickly jump between all the apps you’ve developed via this app switcher.   You also have the ability to “Pin This App” which will pin the app to the Home area.

image

Clicking the top Home icon will take you to https://home.dynamics.com/ which is a new home for all of your Dynamics 365 business apps.  As mentioned above, your pinned apps will appear in a separate section on this page.

image

Note that when testing out the new Apps functionality, I ran across what seemed like a couple defects with the Home area.

  • The Home area doesn’t seem to load when using IE11, but will load fine with Chrome
  • After clicking in the Home area, when I went back up to the App Switcher, only my pinned apps appeared for me to select.  In my example below, you’ll see that I no longer see the “Dynamics 365 – custom” app that I saw in my screenshot above.  Once I navigated to an app, it reappeared for me.image

If you click on “My Apps” in the App Switcher, you’re able to see all apps, and also search for apps should you have a lot in your list.  You’ll also see in this list any other CRM organization you have access in your O365 deployment allowing you to quickly jump to those orgs from your current org.  In the main menu under “Home” you’ll see just the current Dynamics 365 apps.  Additionally, you’ll see a light blue vertical bar to the left of the apps / orgs that are Dynamics 365 orgs.

image

When in your app, you’ll only see the dashboards, entities, forms, views, charts, and business process flows that you included in the design of your app.

image

Apps are another great feature for a constantly maturing product and another sign that Dynamics 365 is getting closer to feature parity with Salesforce.com.  SFDC has had the concept of grouping Objects (their Entities) into Tabs that appear in separate SF Apps.  We’re excited to see where this concept goes in the upcoming releases (what other components they allow you to configure to be app specific), and are as always excited for all the new features being released with Dynamics 365.

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