Archive for January, 2017

Microsoft Dynamics 365 Software Development Kit (SDK)

January 18, 2017

Contains the complete SDK for Microsoft Dynamics 365, Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016 (on-premises), and the User Interface Integration (UII) SDK.

Use this SDK for Dynamics 365, Dynamics CRM Online, and Dynamics CRM 2016 (on-premises).

For information about Dynamics 365 Operations and Dynamics 365 Financials, see:

The documentation contains information and resources for developers who create code-based extensions for Dynamics 365 (formerly known as Dynamics CRM).

The SDK includes an architectural overview of Dynamics 365, the entity model, security model, and web services. Sample code and walkthroughs are provided to guide you through the new features. It also contains information for developers who customize the web client or Dynamics 365 for Microsoft Office Outlook, including scripting, integration of custom webpages, and sample code.

In addition to the documentation, this download package includes the assemblies and tools needed for development, helper code for authentication, and Microsoft Visual Studio projects for the sample code found in the documentation.

You can also download the User Interface Integration (UII) solution framework, which includes a deployment guide, development guide, and API reference. UII uses Microsoft Dynamics 365 for the delivery of configuration data for the Integrated Agent Desktop. It includes development and runtime components. Applications built with UII can provide unified access to customer information across different systems, and can aggregate different modes of customer interactions or channels.

The UII download package also contains developer assets for Unified Service Desk 2.0, which includes a default Unified Service Desk 2.0 configuration data schema file, default style (theme), sample panel layout, developer guide, and sample code for the custom controls available in the sample applications. For more information about Unified Service Desk 2.0, see the Unified Service Desk 2.0 Developer Guide.

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Update for Microsoft Dynamics CRM 2011 (KB 3179593)

January 17, 2017

Microsoft has released Update for Microsoft Dynamics CRM 2011 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, and Microsoft Dynamics CRM 2011 Email Router.
For more information about this release, see Microsoft Knowledge Base article 3179593:

Update is available for Microsoft Dynamics CRM 2011

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

Download

December 2016 Update for Dynamics 365

January 9, 2017

Microsoft has released December 2016 Update for Dynamics 365. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2016. It includes performance enhancements that are packaged together for easy deployment.

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Microsoft Dynamics 365 Field Service

January 5, 2017

Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.

Neil Parkhurst have been blogging on this subject for a few months!

Here I will give a collection of links to Neil Parkhurst various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.

  • Introduction / Theory
  • Installation
  • General Setup
  • Using Field Service
  • Customizing Field Service

Introduction / Theory

Post Description Last Updated
Overview
An overview of the capabilities of Field Service August 2016
Work Order Theory A description of what a work order is, its lifecycle and how it relates to other Field Service entities August 2016
Video Demo A video demo of Field Service and notes on how to create the demo. October 2016

Installation

Post Description Last Updated
Installation Step by step guide to creating a Field Service trial solution and installing the mobile application. August 2016

General Set-up

Post Description Last Updated
User Setup
Field Service users, security roles and field security profiles explained. August 2016
Reference data
There are many reference data fields to define including work order types, pay types, work order sub-statuses etc. I describe them all here. August 2016
Skill Types (Characteristics) How to create skill types and use them to ensure the right engineers are used. August 2016
Configuring the Schedule Board In this post I describe how to configure the schedule board including adding new tabs and changing views. September 2016
Service and Billing Accounts A description of the additional fields on service and billing accounts in Field Service. Plus, how to Geo Code accounts. August 2016
Price Lists How to create price lists for Field Service including using Field Service Price List Items to apply minimum call out charges etc. August 2016
Product and Services How to create the products and services to be included on work orders August 2016
Incident Types Incident types are used to speed the creation of work orders. In this post I explain what is involved in creating an incident type. August 2016
Resources How to create resources, define their working hours and associate them with territories. August 2016

Using Field Service

Post Description Last Updated
Calculating Engineer Pay A description of how pay types and resource information is used to derive payment values for each booking September 2016
Manual Scheduling (Schedule Board) An explanation of how to manually schedule work orders on the schedule board and also review driving direction / routes. September 2016
Scheduling Assistant Using the scheduling assistant to use the semi-automatic scheduling capabilities of Field Service. September 2016
Time Groups A description of how to define timeslots and then how you can use them in the scheduling assisstant. September 2016
Customer Assets / Equipment How to create and see customer assets September 2016
Agreements Agreements are used to automatically create regular work orders based on a “contract”. Ideal for a preventative maintenance schedule. This post describes on how to create agreements and their associated booking and invoice setups. September 2016
Time Off Requests This post explains what happens when the engineers request time off from the mobile application. August 2016
Purchasing and Inventory An overview of the purchasing and inventory options in Field Service September 2016
Inventory Quantities An explanation of when stock quantities and allocated values change. Plus unit groups explained. September 2016

Customizing Field Service

Post Description Last Updated
Field Service and Voice of the Customer Example workflow to send out a survey after completion of a work order. You may also find this post on how to create a survey useful. September 2016
Download Resco CrmMobile Woodford You will need to download the client if you wish to customize the mobile application. September 2016
Risky Situations A description of a simple change to warn if your field agent is working on something risky. September 2016
Show Entity Images A example of how to improve the mobile app by adding images. September 2016