Archive for the ‘MS Dynamics CRM’ Category

Integration Tool for Dynamics CRM 2011/13/15

March 6, 2015

Introduction

The Integration tool is an etl-tool for Dynamics CRM which allows you to insert and update records in Dynamics CRM.

Documentation: The Integration Tool Tutorial can be found on this website!

  • If you find any errors, please post them under issues.
  • If you require any features, please post them under issues with the type feature.
  • If you have problems using the tool, please post under discussion.

Architecture

The tool is made up of modules (red in the graphic below), so that it will be easy to extend it with new functionality.

IntegrationTool Architecture.png

Currently the tool supports the following types of modules:

  • Connections
  • Sources
  • Transformations
  • Targets

Each module is capsuled within an assembly, that implements the complete functionality of a module like the configuration-window and the execution-method. As entrypoint it must provide a class implementing the IModule-interface.

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Microsoft Dynamics CRM 2015 Workflow Tools

February 23, 2015

Project Description

This project contains Tools created in WorkFlow Activities to be imported in Dynamics CRM, to use them
All the Source code is included and open.

Right now there are this tools:

  • Force Calculate Rollup Field

Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.
The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.

  • Apply Routing Rules

This Action forces the execution of the active Routing Rules for the Case passed in the parameter

workflow3.gif

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Microsoft Dynamics CRM Unified Service Desk aka USD

December 13, 2014

With the CRM Online Spring `14 release of Dynamics CRM we can now start using the all NEW Unified Service Desk (USD). This is an exciting step forward for Microsoft Dynamics CRM. I have been with many customers over the past week that have shown great interest for this solution and how is will allow traditional call centers to be transformed into multichannel contact centers.

Take a look at the Overview of the Unified Service Desk

Unified Service Desk Base Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-base-package.aspx

Unified Service Desk CRM 2013 SP Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package.aspx

Unified Service Desk CRM 2013 SP Package with product updates details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package-with-product-updates.aspx

User Interface Integration documentation download: http://go.microsoft.com/fwlink/?LinkId=392670

Unified Service Desk system requirements can be found here: http://technet.microsoft.com/en-us/library/dn646882.aspx
If you want to get your hands on USD you can download it here: http://www.microsoft.com/en-us/download/details.aspx?id=43110

To help you get up to speed on Unified Service Desk please take a look at the following documentation:

Finally if you want to do some advanced development and integration on the Unified Service Desk please review the following templates: http://visualstudiogallery.msdn.microsoft.com/c1eff934-bf97-40a6-bbe3-c25178f18f86

MS Dynamics CRM 2013 Create or customize dashboards

December 1, 2014

In just a few minutes, you can create dashboards that make the data that matters easily accessible to your teams. Use our new eBook, Create or customize dashboards, to learn how.

This eBook, designed for admins, describes dashboard fundamentals and steps you through the process of creating lists and charts that are critical to making data easily understandable and accessible. It also provides ideas for extending your dashboards in interesting ways.

MS Dynamics CRM 2013 Build and Version Numbers for Update Rollups

November 28, 2014

 

Version Build Number Release Date (DD/MM/YYYY) KB Articles:  SDK Version
RC 06.00.0000.0514 -
RTM 06.00.0000.0809 24/09/2013
Update Rollup 1 06.00.0001.0061  16/12/2013  KB2891271  6.0.2
Update Rollup 2 06.00.0002.0046  22/03/2014  KB2919956  6.0.4
Update Rollup 3 06.00.0003.0106  15/07/2014  KB2930480
 Service Pack 1  06.01.0000.0581  28/05/2014  KB2941390  6.1.0
Service Pack 1 – Update Rollup 1  06.01.0001.0132  22/09/2014  KB2953252  6.1.1

SSRS (SQL Server Reporting Services) and UAC (User Access Control)

November 20, 2014

One of the frequently asked question in many forums is “I am an admin on the machine (Windows Vista or Windows 7 or Windows 2k8) where SSRS is installed but I am not able to access the reports”.

Recently I faced a similar issue. I am an admin on the machine which has Windows 2008 R2 installed. On top of it, I installed SSRS 2008 R2 and then configured the RS with proper values.

Then when I tried to access the report manager by navigating to the URL, I got an error message like

User ‘Domain\User’ does not have required permissions. Verify that sufficient permissions have been granted and Windows User Account Control (UAC) restrictions have been addressed.

I once again checked my configuration but everything looked fine. Since the error message gave some hint on UAC, I ran the browser as admin and navigated to the report manager. Now it did not throw any error message. I was able to see the home page and all other menu including the Site Settings.

I added myself as System Admin in the Site Setting

Closed the browser and opened it again in normal mode. Still  it was throwing same error.

Opened the browser again in Admin mode. Navigated to the home folder and added myself and assigned to all the roles.

After this when I ran the browser in normal mode, I was able to access all report manager and all the folders.

The issue is that by default UAC allows the users (even the administrators) to do the tasks with the privilege of normal user, i.e, say when you open the browser or an application, it is opened with the normal user’s privilege and not that of administrator’s privilege.

What I understood is that when I opened the browser in normal mode, UAC passed standard user’s privilege to SSRS and hence SSRS was not able to identify that I am an admin. To get the admin access either I have to run the browser in admin mode or add myself explicitly to SSRS System Admin roles.

So you have two options to tackle this issue

1) Fix it at your SSRS end as outlined above  (or)

2) Manage your UAC appropriately. Have a look at the below one to know more about UAC and how to manage it.

http://technet.microsoft.com/en-us/library/cc709691(WS.10).aspx

I went for the first option as UAC is mandatory in my ORG and also it helps you to secure your machine.

Original Source: Kirukkal a.k.a Scribbling

Microsoft Dynamics CRM 2015 getting ready materials

November 14, 2014

These are links to some of the information available as of now regarding Dynamics CRM 2015:

Get ready for the next release

http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

CRM Admin best bets

http://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-admin-best-bets.aspx

What’s new

http://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn ‘14

https://community.dynamics.com/crm/b/crmvideos/archive/2014/09/30/upgrading-from-microsoft-dynamics-crm-2013-to-2015-autumn-39-14.aspx

Other Microsoft Dynamics CRM Videos

https://community.dynamics.com/crm/b/crmvideos/default.aspx

Microsoft Dynamics CRM 2015 Outlook enhancements

November 13, 2014

With Dynamics CRM 2015 we get an even better experience working with Outlook. Besides the default synchronization options, including the tracking of emails, synchronization of appointments, tasks and contacts, with the new version we will be able to take advantage of the following enhancements:

Appointments – going forward we will be able to synchronize not only the appointment itself, but also appointment attachments. This will be extremely useful when tracking meetings where an agenda is attached, and/or any other type of documents. These attachments are now accessible from within CRM, to all users with access to the record, whether they are part of the Appointment activity or not.

Tasks – enhanced ability to track task assignment in Outlook.

Data synchronization – the ability to specify synchronization rules down to the individual field level. Now we can keep specific data private without the need to create related entities.

image

This works for both Server-side sync and Outlook synchronization.

Note: the rules about what is being synched are available in read-only format to all users.

Address and Phone – increased amount of phone and address records associated to a Contact. Now we can store up to three different addresses and up to eleven different phone numbers on a Contact record.

Microsoft Dynamics CRM 2015 Top 10 new features

November 10, 2014

With the announcement of Dynamics CRM 2015, a listing of new features has been made available. They include, but are not limited to:

1. Customizable Help – with the new release, now we will be able to customize Help to reflect the customizations made to the system. While this is a really nice feature, it will probably increase the cost of a custom solution substantially. It will be the customer’s choice if they want to pay for it.

2. Dedicated support for hierarchical data – while hierarchies could be built with previous versions of Dynamics CRM, now we can specify relationships of type hierarchical. This brings better visualization, easier access to data through code, and enhanced security model around hierarchies.

3. Field level security for any and all fields – up until this version, all custom fields could be configured with field level security. Now we can do the same to all fields.

4. Branches for Business Process Flows – this allows for more complex scenarios to be handled through the use of business Process Flows.

5. Enhancements to the Product Catalog – finally an easier way to handle complex product catalogs. Also now we have the ability to move the product catalog between environments.

6. Enhancements to the Outlook and Exchange experience – we now have the ability to configure synch direction and to use multi-factor authentication using OAuth.

7. Dashboards for tablets – now dashboards will be available to tablet users.

8. Reduce the JScript volume on calculated fields – now most calculated fields can have formulas defined using the wizard. We now have support for most mathematical operations as well as some logical operations.

9. Roll-up fields – now we can define roll-up fields to aggregate data. We can define up to 100 roll-up fields per Organization with up to 10 per entity.

10. Get rid of the navigation tour globally – now we can disable globally the welcome tour screen.

Microsoft Dynamics CRM Chrome 38 Lookup Fix

November 7, 2014

A Managed solution that fix the lookup errors in Dynamics CRM with Google Chrome 38
The solution is unsupported.

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UPDATE:
Google Chrome 38.0.2125.111 fixed the lookup error, please update it.

Details:
http://www.crmanswers.net/2014/10/google-chrome-38-lookup-fix.html

Technical details here:
http://www.crmanswers.net/2014/10/lookup-errors-with-google-chrome-38.html

Patch details here:
http://jongrant.org/2014/10/17/patch-for-chrome-38-lookup-error-in-dynamics-crm-2013/


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