Archive for October, 2017

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

 

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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.