Connect Microsoft Dynamics Nav with Salesforce

February 7, 2020

PPSeCONNECT is a smart integration platform as a service ( iPaaS ) which can seamlessly connect Microsoft Dynamics Nav and Salesforce

What you get?

  • ​Real time business process integration
  • Full workflow-based process orchestration
  • Quick and easy implementation
  • Pre-packed template suppport
  • Service Oriented Architecture (SOA)
  • Highly Secure EAI Solution
  • Complete Data Tracking and Error Handling
  • Full SDK support for partners

https://www.appseconnect.com/microsoft-dynamics-nav-salesforce-integration/

Salesforce Lightning Experience: Take it for a Spin

January 5, 2020

This video showcases Lightning Experience. Learn how to find your personal settings, where to find items such as records and apps, and how to navigate records and find details and common actions. Explore built-in productivity and collaboration tools. Learn how to use Search. Meet the Home page, where you can start your day well informed and ready to go.

http://salesforce.vidyard.com/watch/LfY-yg0tw_0A2YeLn42lsw

 

Salesforce useful links

January 2, 2020

Official Site
https://www.salesforce.com/

Admins
https://admin.salesforce.com/

Developers
https://developer.salesforce.com/

Help
https://help.salesforce.com/home

Trailhead
https://trailhead.salesforce.com/en/home

Trailblazer community
https://trailblazer.salesforce.com/

App Exchange
https://appexchange.salesforce.com/

Europe’s largest community led event for salesforce professionals
http://www.londonscalling.net/

How do I prepare for the 2019 release wave 2 update ?

December 18, 2019

The following flow chart shows the steps needed to enable the 2019 release wave 2 release to your production environment prior to it being enabled by default in 2019 release wave 2. The table that follows the flow chart provides information about the steps.

Steps needed to enable the 2019 release wave 2 release

(1) Have a Sandbox environment as a copy for the production environment

We strongly recommend enabling the 2019 release wave 2 release first in a Sandbox environment that is a replica or copy of the existing production environment. This is to make sure that a customer has validated the updates in another environment prior to impacting the current production apps and environment.

Also, once the 2019 release wave 2 updates are enabled for an environment, they cannot be turned off like any other setting.

Create a copy of the production environment into a Sandbox environment

If you don’t have a Sandbox copy of your production environment, you can create a copy in the Dynamics 365 admin center.

Create a backup of the production environment

Recommended before merging Sandbox with changes into production.

(2) Enable the 2019 release wave 2 opt-in from the Power Platform Admin center

Starting August 2, 2019, you will be able to enable the 2019 release wave 2 release for the environment. Once enabled for an environment, you cannot turn this off for the environment. To remove the 2019 release wave 2 updates from your environment, you will have to reset the environment. We do not recommend doing this unless necessary. It’s important to try the 2019 release wave 2 updates in your Sandbox environment first prior to enabling them in your production environment.

(3) Do you have Dynamics 365 Marketing?

If you have the Marketing app, you will need to manually enable it according to the process listed above. Dynamics 365 apps on your environment like Sales and Service will be automatically updated to the 2019 release wave 2 version once you enable the update.

(4) We recommend testing all the scenarios thoroughly in this step

If you have any Dynamics 365 apps in your environment like Sales, Service, and Marketing, they need to be explicitly updated to the 2019 release wave 2 version.

(5) and (6) Validate the app upgrade progress. See Check status of the update and troubleshoot.
(7) Updating the Marketing app requires additional action. See Enable the 2019 release wave 2 updates for Dynamics 365 Marketing.
(8) and (9) Report any issues found

As you verify the experience in your preview environment, if you find any regressions, functional, or performance issues related to the 2019 release wave 2 updates that could impact your business, report them to Microsoft by opening a support ticket or through the Dynamics 365 forum.

(10) Enable the 2019 release wave 2 updates in your Sandbox environment

You should:
1. Update customizations to leverage or respond to new capabilities.
2. Update internal readiness materials based on new features or user experiences.
3. Prepare internal change management to run in October (training, communications, and so on).

(11) Enable the 2019 release wave 2 updates in your production environment

We recommend enabling these updates during business downtime after you have validated that your key scenarios work as expected. Note that once the 2019 release wave 2 update is enabled, it cannot be reversed. However, you can restore to a prior backup version of the updated environment if needed.

Salesforce for beginners

November 30, 2019

1. Introduction To Salesforce | Salesforce CRM Developement Tutorials

2. How to create Applications, Objects, Tabs and Fields

3. Create Lookup , Master-Detail Relationship and rollup summary

4. Security Model Part 1: Profiles, Roles & Users

5. Security Model Part 2: Permission Sets, FLS & OWD

How to split fullname into first and lastname in SQL, Excel and SSIS

October 31, 2019

Excel:

Firstname
=LEFT(A2,FIND(" ",A2,1)-1)

Lastname
=RIGHT(A2,LEN(A2)-FIND(" ",A2,1))

SQL query:

SELECT 
  [fullname],
  LTRIM(RTRIM(SUBSTRING(fullname, 1, CHARINDEX(' ', fullname)))) AS FirstName,
  LTRIM(RTRIM(SUBSTRING(fullname, CHARINDEX(' ', fullname) + 1, 8000))) AS LastName
FROM [SANDBOX_TABLES]

SSIS Derived Column

Firstname:
LEFT([FIELD],FINDSTRING([FIELD]," ",1) - 1)

Lastname:
RIGHT([FIELD],LEN([FIELD]) - FINDSTRING([FIELD]," ",1))

Dynamics CRM Power BI Viewer

September 30, 2019

Recent communication and rumors hints of improved support for Power BI to be expected in the coming v10 of CE. Fingers crossed…

The future of CRM Power BI Viewer depends on what Power BI support Microsoft actually releases with v10. Additionally Microsoft has yet to release documentation on how to create custom controls for their new user interface. The consequence being that it is not possible to develop a proper CRM Power BI Viewer for v9 and above…

This project is not dead, but further development is postponed until more is known about the coming release of CE Q1 2019.

Download | Source

Installation

Prerequisits

You have of course already created a Power BI report or dashboard with tiles you want to embed into your Dynamics 365 instance? If not go ahead and do that now. You should create your content in a Workspace for easy sharing with users of Dynamics 365.

As the solution needs to authenticate users against Power BI you need proper rights to add an application to your Azure Active Directory (AAD). Without such rights you will not be able to make this work. Reach out to your Azure or Office 365 Admin if you do not have the proper rights.

Installation steps:

1 Add crm-powerbi-viewer as an application in Azure AD (or try the alternative simpler flow)
2 Install and configure crm-powerbi-viewer in Dynamics 365 Sales and Service

Not working as expected? Have a look at troubleshooting.

Basic Configuration

The guide below describe how to add Power BI elements to Dynamics 365 Dashboards.

Dashboard Add a Power BI View to a CRM Dashboard

Note The same steps apply to embedding into CRM Forms.

Advanced Configuration – filtering, click-handling, …

Filtering and handling click-events require some javascripting – how much depend on what you want to achieve. The guide below provides a brief introduction and links to more information when you want to take it to the next step.

Adv Advanced Configuration

Microsoft Dynamics CRM String-Workflow-Utilities

August 16, 2019

Custom workflow actions that deal with text strings in Dynamics CRM 2015, 2016, & D365/CE (v7.0+)

Latest Release: https://github.com/jlattimer/CRM-String-Workflow-Utilities/releases/latest

Donate a little bit if this saved you some time. That encourages me to keep this project alive.

  • B64 Decode
  • B64 Encode
  • Contains
  • Create Empty Spaces
  • Decode Html
  • Encode Html
  • EndsWith
  • Join
  • Length
  • PadLeft
  • PadLeft Dynamic
  • PadRight
  • PadRight Dynamic
  • Random String
  • Regex Extract
  • Regex Match
  • Regex Replace
  • Regex Replace With Space
  • Replace
  • Replace With Space
  • Reverse
  • StartsWith
  • Substring
  • ToLower
  • ToTitleCase
  • ToUpper
  • Trim
  • Word Count
  • Remove HTML
  • Url Encode
  • Url Decode

Note – I am no longer supporting the 2011/2013 version of this solution.

*No warranty expressed or implied – use at your own risk!

If you have ideas for new functionality, suggest them in the Issues area.

Original Source: Jason Lattimer

 

Microsoft Dynamics CRM DateTime Workflow Utilities

July 16, 2019

Custom workflow actions that deal with date and time values in Dynamics CRM 2015, 2016, & D365/CE (v7.0+)

Latest Release: https://github.com/jlattimer/CRM-DateTime-Workflow-Utilities/releases/latest

Donate a little bit if this saved you some time. That encourages me to keep this project alive.

  • Add Business Days
  • Add Days
  • Add Hours
  • Add Minutes
  • Add Months
  • Add Years
  • DateDiff
  • Date Difference Seconds
  • Date Difference Hours
  • Date Difference Minutes
  • Date Difference Days
  • Date Difference Months
  • Date Difference Years
  • Get Second Number
  • Get Minute Number
  • Get Hour Number
  • Get Day Number
  • Get Month Number
  • Get Year Number
  • Get Month Name
  • Get Day Number Of Week
  • Get Day Number Of Year
  • Get Day Of Week
  • Get Quarter Number Of Year
  • Get Week Number Of Year
  • Get Month Start/End Dates
  • Get Quarter Start/End Dates
  • Get Week Start/End Dates
  • Get Year Start/End Dates
  • Is Between
  • Is Business Day
  • Is Same Day
  • Relative Time String
  • ToDateTime
  • To UTC String
  • Set Time
  • Get Formatted Date String
  • Set DatePart

Note – I am no longer supporting the 2011/2013 version of this solution.

*No warranty expressed or implied – use at your own risk!

If you have ideas for new functionality, suggest them in the Issues area.

Original Source: Jason Lattimer

Microsoft Dynamics 365 Workflow Tools

July 15, 2019

This Solution includes one Assembly that contains Tools based on Workflow Activities. You must import this solution, to use it. It only contains the Workflow Assembly and the activities to be used in Workflows, so the import of this solution it will not affect any form, entity, view or navigation item. In any case, you should allways follow your ALM steps, installing it in Non-production environments, test everything and then move to Production environment when you are sure.

To import the Solution follow these steps:

To see how to use each of the tools includes in this solution, please access to the following links:

NOTE ABOUT CDS: The CDS Version not include all the actions, because it requires the entities “lead, salesliterature, list” not included in CDS. The Actions not included in the CDS Version are:

  • QualifyLead
  • RemoveFromMarketingList
  • AddToMarketingList
  • IsMemberOfMarketingList
  • CopyToStaticList
  • CopyMarketingListMembers
  • AddMarketingListToCampaign
  • SalesLiteratureToEmail