How to Hide and Show a Tab Based on Field Values on the Account in Dynamics CRM

December 15, 2017

In this article I will cover how to hide and show a tab based on field values on the account. You may find this useful when you would like to show or hide several fields based on the type of account you are looking at.

In this example I added:

  • A new field to the Account entity to the main account form with two selection values
  • Two custom tabs
  • A dummy field to each tab (but you can add as many fields as needed)

 

New Field

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 1

New Tabs Information

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 2   Hide Show Tabs Scripting Code Microsoft Dynamics CRM 3 Prospect Data

 

Here are the screenshots of my account form after these changes.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 4 Account Information   Hide Show Tabs Scripting Code Microsoft Dynamics CRM 5 Customer Prospect Data

 

Next you need to create a java file that will hide or show the tab based on the value in the Type field. You can create a new text file and change the file extension to ‘.js’. I used the file name ‘Hide and Show Account Tabs.js’.

Open the file in a text editor and add the following code:

function showHideAccountTabs()
{
Type = Xrm.Page.getAttribute(“new_type”);
if (typeof (accountType) != “undefined” && accountType.getValue() != null)
{
if(accountType.getText()==”Customer”)
{
Xrm.Page.ui.tabs.get(“ProspectData”).setVisible(false);
Xrm.Page.ui.tabs.get(“CustomerData”).setVisible(true);
}
else if (accountType.getText()==”Prospect”)
{
Xrm.Page.ui.tabs.get(“ProspectData”).setVisible(true);
Xrm.Page.ui.tabs.get(“CustomerData”).setVisible(false);
}
}
}

Save your code file and add the file as a Web Resource to your Dynamics CRM. This can be done by going to Settings -> Customizations. Select Web Resource then click on New.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 6 Web Resources

 

Fill out the information as shown below and select your script file. Click on Save. Click on Publish. Close the window.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 7 Web Resource New

 

Next you need to add this Web Resource to the main form and configure it to run when the form loads and when the Type field is changed. In the customization area expand Entities. Expand Account. Click on form and open your main account form with the Type field.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 8 Forms

 

Click on Form Properties.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 9 Account Form

 

In the Form Library section add your script file.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 10 Form Properties

 

In the Event Handler area, confirm that Control is set to Form and Event is set to OnLoad and click on Add.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 11 Event Handlers

 

Select your script file and type the name of your function from the script file. Click Ok. Click Ok on the Form Properties window.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 12 Handler Properties

 

Now select the Type field on your account form and click on Change Properties then click on the Events tab at the top. Confirm that the Event is set to OnChange and the Control is name of your field. Click on Add in the Event Handlers section.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 13 Field Properties

 

Select your script file and type in the function name from the script file. Click on Ok. Click Ok on the Field Properties window.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 14 Handler Properties

 

On the account form click on Save. Click on Publish. Close the account form window. Close the customization window.

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 15 Account

 

Go to any account in Dynamics CRM to test the changes. Notice as you change the account Type field the appropriate tab is visible and the other tab is hidden.

 

Prospect

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 16 Company Summary Hide Show Tabs Scripting Code Microsoft Dynamics CRM 17 Prospect Details

 

Customer

 

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 18 Account

Hide Show Tabs Scripting Code Microsoft Dynamics CRM 19 Customer Data Details

Original Source
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Microsoft Dynamics 365 for Outlook is unable to render webpages

December 13, 2017

Microsoft Dynamics 365 for Outlook is unable to render webpages after installing the October 2017 Microsoft Outlook security update

Symptoms

When attempting to render webpages via the Outlook folder pane using the Microsoft Dynamics 365 for Microsoft Outlook add-in (Outlook client), the view pane remains blank and “Waiting for a page to be retrieved from a CRM server…” displays. The pane never loads the corresponding webpage.

Cause

The Dynamics 365 for Outlook add-in relies on customized roaming home pages in order to render webpages within Outlook. The October 2017 Microsoft Outlook security update disables roaming home pages in Outlook to address a significant vulnerability with the application, and as such, inadvertently causes the add-in to fail.

Versioning Information

All versions of the Microsoft Dynamics 365 for Microsoft Outlook add-in family are affected by this issue. This includes Microsoft Dynamics CRM 2016 for Microsoft Office Outlook, Microsoft Dynamics CRM 2015 for Microsoft Office Outlook, and Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

This also affects all versions of the Dynamics 365/ CRM organization that the add-in is connecting to.

The Outlook Security update versioning information is found below:

Security Update for Microsoft Outlook 2010 (KB4011089) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011089) 64-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 64-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 32-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 64-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 32-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 64-Bit Edition

Any future cumulative Outlook updates will contain these Security Updates and will cause this issue to occur, such as the following updates:

Update for Microsoft Outlook 2013 (KB4011252) 32-Bit Edition
Update for Microsoft Outlook 2013 (KB4011252) 64-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 32-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 64-Bit Edition

Resolution

Due to this security update resolving multiple significant vulnerabilities within the Microsoft Outlook application, it must remain installed. In order to re-enable roaming home pages as a workaround while a permanent resolution is developed, a registry key must be added to the local client machines running the Microsoft Dynamics 365 for Outlook application. This key must be installed either through direct registry edit or via Group Policy in your organization.

The following registry key is dependent on the version of Microsoft Outlook installed:

Microsoft Outlook 2016:

[HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2013:

[HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2010:

[HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Once this registry key is added to the local client, Microsoft Outlook must be restarted and the add-in will be able to render webpages without issue.

Dynamics 365 Enterprise Edition vs Business Edition

December 1, 2017

Microsoft Dynamics 365 is Microsoft’s latest SaaS business solution. It combines ERP and CRM workloads in the cloud. There are two versions of Dynamics 365: Business and Enterprise.  But what exactly is included in each version? This blog article will break down the differences between the Business and Enterprise editions of Dynamics 365.

In writing this comparison, I did a lot of research. The result was more than just this article: I also created a tool that can generate a recommendation for you based on your response to a short questionnaire.  It will generate a score for both Dynamics 365 Enterprise and Dynamics 365 Business, plus provide a few other things to think about. You can try it out here.

Dynamics 365, Business Edition

Dynamics 365, Business Edition is the “lesser” of the two Dynamics 365 versions. Microsoft officially recommends Dynamics 365, Business Edition for companies with 10-250 employees. It is also less expensive. Microsoft has built the Business Edition line to be a streamlined/simplified version of their most popular Dynamics products. Often, this means sacrificing your ability to customize for gains in automation, product competitiveness in the marketplace, and integration.

When you buy Dynamics 365, Business Edition, you start by purchasing the user rights to at least one of the Business Edition modules:

You can add more modules as you need them, since they are all 100% integrated with one another.

Dynamics 365 for Finance and Operations, Business Edition

Dynamics 365 for Finance and Operations, Business Edition is Microsoft’s cloud-based accounting software.  It is born from Project Madeira, which was based on Microsoft Dynamics NAV. Basically, its functionality is the following:

  • Financials
    • Dimensional Accounting
    • Chart of Accounts and GL
    • Receivables (A/R)
    • Payables (A/P)
    • Year-End Closing
  • Sales
    • Quote, Invoice, Sell, and Administrate all of the important aspects of charging your customers.
  • Purchasing
  • Inventory
  • Light Relationship Management

There is also a job module which allows you to track costs and collect revenue against projects.  This is an extremely basic list of functionality, but it’s not missing too much. Microsoft’s plan for Finance and Operations, Business Edition is for everything that is in Microsoft Dynamics NAV’s starter pack to be included: any other functionality will be integrated by partners and third party business apps.

Dynamics 365 for Sales, Business Edition

Dynamics 365 for Sales, Business Edition is based on Microsoft Dynamics CRM online. It is a “light” version of Dynamics 365 for Sales; optimized for SMBs.  Once again, its functionality can be extended with partner and third-party apps and integrations. Features include:

  • Contact and Account Management
  • Lead and Opportunity Management
  • Track Activities (i.e. Emails) against Contacts, Accounts, Leads, Opportunities
  • Manage Product Lists
  • Generate Quotes and Invoices
  • Sales Reporting & Customer Analytics (Excel, Power BI, and in-app Dashboards)
  • Configurable Sales Stages

Dynamics 365 for Marketing, Business Edition

Dynamics 365 for Marketing is a general marketing automation system. Functionality includes:

  • Email Marketing
  • Campaign Management & Lead Scoring
  • Event Planning
  • Marketing Webpages and Forms
  • Personalized Content & Multichannel capabilities.

Dynamics 365 for Customer Service, Business Edition

Dynamics 365 for Customer Service, Business Edition is under development. Expect that it will be a light version of Dynamics 365 for Customer Service, Enterprise Edition. We expect to see it released in Fall 2017 or Spring 2018.

Dynamics 365, Enterprise Edition

Dynamics 365, Enterprise Edition is definitely the higher-powered of the two Dynamics 365 versions. Microsoft recommends Dynamics 365, Enterprise Edition for companies with more than 250 employees.

When you buy Dynamics 365, Enterprise Edition, you once again start by purchasing the user rights to at least one of the modules:

And once again, you can add more modules as you need them, since they are all 100% integrated with one another.

Dynamics 365 for Finance and Operations, Enterprise Edition

Dynamics 365 for Finance and Operations, Enterprise Edition is based entirely on Microsoft Dynamics AX; one of the most fully-featured and robust Enterprise Resource Planning (ERP) systems on the planet. The question when it comes to Dynamics 365 Enterprise Edition is not: “can it do that”. The answer is most likely yes. It comes with extensive Finance, Accounting, HR, Project, Production, Manufacturing, Retail, Distribution, Public Sector, and Professional Services functionality.

Its feature list is too long to go into here, so i’ll leave you with one of the top results for Dynamics AX features. Its worth noting here that Microsoft is replacing Dynamics AX with Dynamics 365 for Finance and Operations, Enterprise Edition.

Dynamics 365 for Sales, Enterprise Edition

Dynamics 365 for Sales, Enterprise Edition used to be known as Microsoft Dynamics CRM. You should know that Dynamics 365 for Sales will be entirely replacing the Microsoft Dynamics CRM product line, which ceases to exist. If you want to learn more about Dynamics 365 for Sales, try poking around for information on Dynamics CRM.

Dynamics 365 for Sales, Enterprise Edition is a fully-featured Customer Relationship Management (CRM) system. In addition to standard lead and opportunity management, you’ll manage contacts, accounts, custom entities, and even more. Here is a list of entities that are included in the Enterprise Edition that aren’t in the Business Edition:

  • Sales Goals
  • Sales Territories
  • Social Selling and Monitoring
  • Customer Demand Intelligence
  • Sales Content Management
  • Gamification
  • Mobile Offline Capabilities

Dynamics 365 for Marketing, Enterprise Edition

Dynamics 365 for Marketing, Enterprise Edition is not a Microsoft-developed product. I’m not sure if Microsoft is planning on developing their own Enterprise marketing solutions. For the foreseeable future, Microsoft has partnered with the Adobe Marketing Cloud to fill in marketing functionality. You may also want to consider ClickDimensions.

Dynamics 365 for Customer Service, Enterprise Edition

Dynamics 365 for Customer Service contains functionality from several places. The first is Dynamics CRM, which comes with case tracking, assignment, resolution, and escalation capabilities. The second is Parature, which brings some good self-service and multi-channel capabilities.  Finally, Microsoft is opening up the platform to third parties and has also been adding lots of new functionality.

Microsoft started integrating these four sources of functionality in 2013, and Dynamics 365 for Customer Service is the culmination of that process.

Dynamics 365 for Project Service Automation, Enterprise Edition

Dynamics 365 for Project Service Automation is an awesome product which will allow you to estimate, quote, template, and schedule your project resources. It then integrates with your Sales module (for quoting and estimating), and your Operations module (for getting paid).

If you are a professional or project services company, give this module a good look.

Dynamics 365 for Field Service, Enterprise Edition

Dynamics 365 for Field Service provides you with additional tools that enable your on-site support agents with scheduling, service agreements, task management, on-site reporting, and more.

Dynamics 365 for Retail, Enterprise Edition

Dynamics 365 for Retail was recently announced by Microsoft. It provides capabilities that allow you to manage your POS as well as manage your customer relationships from brick-and-mortar locations. You can read more on the product roadmap.

Dynamics 365 for Talent, Enterprise Edition

Dynamics 365 for Talent was announced following Microsoft’s acquisition of LinkedIn. Even though Microsoft’s ERPs have HR capabilities, Dynamics 365 for Talent is a broader Human Capital Management (HCM) system. You can read more about Dynamics 365 for Talent on the roadmap as well.

Comparison of Dynamics 365 Business and Enterprise Editions

Module Dynamics 365, Business Edition Dynamics 365, Enterprise Edition
Finance and Operations Very Light Very Comprehensive
Sales Light Full
Marketing Unknown Full (Adobe)
Customer Service Light Full
Project Service No Full
Field Service No Full
Retail No Full
Talent No Full

 

Business or Enterprise Edition: Which One is Right For You?

Before you read this section, try our interactive tool. After answering a few questions, you get an instant recommendation!

This is a very, very complicated question to answer; especially since Microsoft Dynamics 365 is still a relatively new product! There are at least a few things that will inform your decision:

Modules and Functionality

The first thing to look at is the modules. If you need Project Services or Field Services functionality now or in the future – and your budget can handle it – we recommend you go with the Enterprise Edition. It will make your implementation – and your future – a lot smoother. However, I should caution you about the following modules:

  • Marketing
  • Field Service
  • Customer Service
  • Project Service
  • Retail
  • Talent

You might think you need these modules. And you might! But if you are also considering an ERP product (Finance and Operations), let that guide your decision more than anything else.

So: look closely at the functionality differences between Dynamics 365 for Finance & Operations, Business and Enterprise Editions. One of these will be the core of your solution, so it needs to meet your requirements. If you find that Dynamics 365 for Finance & Operations, Business Edition is too small; and that Enterprise Edition is too large – I strongly recommend you evaluate Microsoft Dynamics NAV. Dynamics NAV is a mid-market ERP that does a fine job of integrating with the other Dynamics 365 modules (especially Sales/Customer Service/Field Service/PSA).

General Limits on Functionality in the Business Edition

Generally, there are some areas that the Business Edition is lacking in functionality in comparison to the Enterprise Edition. I have attempted to explain basic differences in functionality above.

Overall, you should evaluate functionality differences within the context of your specific requirements when evaluating the Sales, Customer Service, or Finance & Operations modules.

User Interface

The user interface in Dynamics 365, Business Edition is quite slimmed down. This means you won’t always have the most in-depth list of options for taking an action compared to the Enterprise Edition.

A lot of the more “powerful” but less-used options for acting on a sales lead, for example, have been simply removed in the Business Edition. A phrase I’ve seen Microsoft use is “minimal, but pertinent”, when it comes to your options in the Business Edition.

Customizations, Add-ons, and Extensibility

You are almost certainly going to be extending your solution with customizations and integrations. Microsoft has indicated that there will be limits on customization in the Business Edition of Dynamics 365; particularly the “Sales” and “Customer Service” modules. This will happen in two key areas:

Add-on limits

There is a limit on the number of apps that you can add from Microsoft AppSource in Dynamics 365, Business Edition. I haven’t been able to confirm the numbers yet.

Extensibility limits

There will be a limit on the number of Custom Entities, Workflows, Custom Fields, and Reports in Dynamics 365, Business Edition. There will also be restrictions on the configuration of your user interface.

Encore works with a fair number of mid-market companies that need to start thinking about customizing software to meet their needs. In these cases, the Enterprise Edition is the better fit, because it has more configuration options. However, in these conversations Dynamics NAV often makes an appearance due to the fact that it is very customizable and not quite as “beastly” as Dynamics 365 for Finance and Operations, Enterprise Edition.

Making these decisions are difficult, so if you’re still with me – I’m going to plug my recommendation tool again. It will assist you in making a choice based on variables like your company size, industry, budget, and more.

Data Limits

Microsoft has indicated that Dynamics 365 for Sales, Business Edition will have a limit on the number of Accounts that you can have in the system. I expect that other Business Edition modules could also have data limits.

Company Size

Deferring to Microsoft: if you have more than 250 employees, start looking at the Enterprise Edition. Anything less: consider the Business Edition. Obviously, this is not a foolproof method, and there will be many exceptions to this rule.

Budget

Budget is usually the most critical decision factor. Business Edition and Enterprise Edition are not the same price; the Enterprise Edition software will cost more every month.  More importantly, consider the services and third-party extensions you will be purchasing.

It is entirely possible that this number could change as the core product changes, but you should know that a Microsoft Dynamics AX (now known as Dynamics 365 for  Finance & Operations, Enterprise Edition) implementation project often requires hundreds, if not thousands, of hours in implementation services. That can lead to a bill well in excess of $500,000. A Dynamics 365, Business Edition implementation project, on the other hand, is much less expensive. Get quotes from a Dynamics 365 partner before committing to a solution.

Original Source: Encore Business

Dynamics 365 Workflow Tools Solution 1.0.46.0

December 1, 2017

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Record
  13. Set Process
  14. Rollup Functions
  15. Entity Attachment To Email
  16. Pick From Queue
  17. Queue Item Count
  18. Add Role To User
  19. Add Role To Team
  20. Remove Role From User
  21. Remove Role From Team
  22. Set User Settings
  23. String Functions
  24. Delete Record
  25. Entity Json Serializer
  26. Qualify Lead
  27. Add Marketing List To Campaign (Thanks to Mitch Milam)
  28. Copy Marketing List Members (Thanks to Mitch Milam)
  29. Copy To Static List (Thanks to Mitch Milam)
  30. Is Member Of Marketing List (Thanks to Mitch Milam)
  31. Remove From All Marketing Lists (Thanks to Mitch Milam)
  32. Numeric Functions
  33. Email To Team
  34. Set Process Stage (Thanks to Pablo Peralta)
  35. Entity Mobile Deep Link (Thanks to Jerry Weinstock)
  36. Send Email (Thanks to George Doubinski)
  37. Geocode Address
  38. Add User To Team
  39. Remove User From Team
  40. Associate Entity
  41. Goal Recalculate
  42. Get Initiating User
  43. Encrypt Text
  44. Check Associate Entity (Thanks to admgry)
  45. Set State (Thanks to ALLCAM)
  46. Update Child Records (Thanks to lundo)
  47. Disassociate Entity (Thanks to polshgiant)
  48. Insert Option Value
  49. Delete Option Value
  50. Sales Literature To Email
  51. Send Email From Template To Users In Role
  52. Send Email To Users In Role
  53. Calculate Price
  54. Execute Workflow By ID
  55. JSON Parser
  56. Date Functions

Download

Dynamics365WorkflowTools_1_0_46_0_8.2.zip

Dynamics365WorkflowTools_1_0_46_0_8.2_managed.zip

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

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!

Download

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.

Download