Microsoft Dynamics CRM

Business Process Management in Dynamics CRM 2016

Posted by dynamicsnick on November 24, 2016
CRM 2016, Microsoft Dynamics CRM / Comments Off on Business Process Management in Dynamics CRM 2016

Wouldn’t it be great to have a way to send your users on a journey that guides them through the intricacies of business processes, stages and steps that are required to successfully complete processes efficiently in your organization?

This is particularly important when you need to handle a task exactly the same way such as in a customer service case or for handling sales opportunities in the organization.

This is all possible through CRM using the latest revision of guided processes.

Business Process in CRM

 

Microsoft CRM implements a useful feature called the process bar to visually assist walking users through and outlining the steps that are needed to support each stage of your a process.

Essentially, it is a progress bar that guides your users advancing them through each stage of your defined business process.

It also supports branching which means that if you discover mid-stream a different process needs to be followed you can choose to transition to that process at and pickup where you left off.

If you have CRM 2016 or the CRM Online you should check out this great feature. In CRM 2016 this feature now even spans across not only built-in system entities, but additionally custom created entities as well.

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CRM Client – Failed Uninstall – what to do next?

Posted by dynamicsnick on September 16, 2016
CRM Outlook Client, Microsoft Dynamics CRM / Comments Off on CRM Client – Failed Uninstall – what to do next?

There are times when uninstalls that are .msi based do not complete fully and when that happens it can be a pain. If you happen to know all the system registry entries, system files, and settings then you could dig through and remove these one at a time.

The easiest solution is to simply use the program install and uninstall troubleshooter from Microsoft as it is designed to help with failed uninstallations or installs.

Here is the link.

https://support.microsoft.com/en-us/help/17588/fix-problems-that-block-programs-from-being-installed-or-removed

 

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Microsoft CRM 2016 SQL error when upgrading Org to Service Pack 1 (2016.01)

Posted by dynamicsnick on July 21, 2016
CRM 2016 / Comments Off on Microsoft CRM 2016 SQL error when upgrading Org to Service Pack 1 (2016.01)

When performing an update today to a development environment i hit the following error when attempting to upgrade the Organization DB. I have a couple on the dev DB in this case one of them would not update.

In the log i found the following error message.

Update Organization with Id=<snipped> failed with Exception:
System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction —> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. —> System.Data.SqlClient.SqlException: Cannot drop index ‘cndx_PrimaryKey_OpportunityProduct’ because it enforces the full-text key for table or indexed view ‘OpportunityProductBase’.

 

Apparently, the release is still a bit buggy so i wanted to share this for any other users out there. If you manually drop the indexes before you upgrade the DB in deployment manager it will continue on. It appears to be a sequencing issue with the update wizard. If you are not comfortable working in SQL and CRM i would reccomend filing a support incident. If you are handy with SQL there here is what you do next. Also, but keep in mind that your indexes will be rebuilt which will make it a little slow until they rebuild.

1.) First we need to create a copy of all the indexes in place so that they can be recreated at the end of this process. Do this by running the following query. Export the output of this script and save it in a safe location. Name it recreateindexes.sql or something relevant.

 

declare @catid int
select @catid=fulltext_catalog_id from sys.fulltext_catalogs where name=’CRMFullTextCatalog’
declare c cursor for
select sys.tables.name, sys.fulltext_indexes.unique_index_id from sys.fulltext_indexes inner join sys.tables on sys.fulltext_indexes.object_id = sys.tables.object_id where sys.fulltext_indexes.fulltext_catalog_id=@catid
open c
declare @TableName varchar(200), @UniqueID as integer
fetch next from c into @TableName, @UniqueID
while @@fetch_status = 0
begin
declare d cursor for
select sys.indexes.name, sys.tables.object_id from sys.tables inner join sys.indexes on sys.tables.object_id = sys.indexes.object_id where sys.tables.name=@TableName and sys.indexes.index_id = @UniqueID
open d
declare @KeyIndex varchar(200), @object_id as integer
fetch next from d into @KeyIndex, @object_id
if @@FETCH_STATUS <> 0
begin
Print ‘Error with’ + @TableName
end
while @@fetch_status = 0
begin
BEGIN TRY
Print ‘CREATE FULLTEXT INDEX ON [dbo].’+@TableName+’ KEY INDEX [‘+@KeyIndex+’] on([CRMFullTextCatalog]) WITH (CHANGE_TRACKING AUTO)’
Print ‘GO’
declare e cursor for
select sys.columns.name from sys.columns inner join sys.fulltext_index_columns on sys.columns.object_id=sys.fulltext_index_columns.object_id and sys.columns.column_id=sys.fulltext_index_columns.column_id where sys.columns.object_id=@object_id
open e
declare @ColumnName varchar(200)
fetch next from e into @ColumnName
while @@fetch_status = 0
begin
Print ‘ALTER FULLTEXT INDEX ON [dbo].’+@TableName+’ Add (‘+@ColumnName+’)’
Print ‘GO’
fetch next from e into @ColumnName
end
close e
deallocate e
END TRY
BEGIN CATCH
print ‘Error’ + @KeyIndex
END CATCH
fetch next from d into @KeyIndex, @object_id
end
close d
deallocate d
fetch next from c into @TableName, @UniqueID
end
close c
deallocate c

2.) Only after you have saved the output run the next script below and it will create the output for DROPPING the indexes from your Organization DB.

declare @catid int

select @catid=fulltext_catalog_id from sys.fulltext_catalogs where name=’CRMFullTextCatalog’

declare c cursor for

select sys.tables.name, sys.fulltext_indexes.unique_index_id from sys.fulltext_indexes inner join sys.tables

on sys.fulltext_indexes.object_id = sys.tables.object_id where sys.fulltext_indexes.fulltext_catalog_id=@catid

open c

declare @TableName varchar(200), @UniqueID as integer

fetch next from c into @TableName, @UniqueID

while @@fetch_status = 0

begin

declare d cursor for

select sys.indexes.name, sys.tables.object_id from sys.tables inner join sys.indexes

on sys.tables.object_id = sys.indexes.object_id where sys.tables.name=@TableName and sys.indexes.index_id = @UniqueID

open d

declare @KeyIndex varchar(200), @object_id as integer

fetch next from d into @KeyIndex, @object_id

if @@FETCH_STATUS <> 0

begin

Print ‘Error with’ + @TableName

end

while @@fetch_status = 0

begin

BEGIN TRY

Print ‘DROP FULLTEXT INDEX ON [dbo].’+@TableName+’;’

Print ‘GO’

END TRY

BEGIN CATCH

print ‘Error’ + @KeyIndex

END CATCH

fetch next from d into @KeyIndex, @object_id

end

close d

deallocate d

fetch next from c into @TableName, @UniqueID

end

close c

deallocate c

 

3.) Run the output that is generated against your CRM OrganizationDB and it will drop all the indexes needed.

4.) Now, go back into deployment manager and select to update the organization and it should complete this time.

5.) Once the update completes (it will take a while if you have a large db), the full text indexes back to CRM. You do this
by running the output from the script you created on step 1. The script should be named recreateindexes.sql or something similar.

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Microsoft Dynamics Pricing

Posted by dynamicsnick on May 28, 2016
Microsoft Dynamics CRM / Comments Off on Microsoft Dynamics Pricing

Note this is for commercial pricing for the US market. Other markets and pricing can be located here.

Product Price Term Segment
Microsoft Dynamics CRM Online Additional Storage $9.99 USD / GB / month Commercial
Microsoft Dynamics CRM Online Additional Production Instance $549.00 USD / instance / month Commercial
Microsoft Social Engagement Additional 10k Posts (minimum 10 licenses) $70.00 USD / 10k / month Commercial
Microsoft Dynamics Marketing Sales Collaboration $2.00 USD / user / month Commercial
Microsoft Social Engagement Enterprise $125.00 USD / user / month Commercial
Professional Direct Support for Microsoft Dynamics Marketing $9.00 USD / user / month Commercial
Parature Additional Records $50.00 USD / 500k / month Commercial
Parature Enterprise $125.00 USD / user / month Commercial
Enhanced Support for Microsoft Dynamics CRM Online $5.00 USD / user / month Commercial
Microsoft Dynamics CRM Online Essential $15.00 USD / user / month Commercial
Microsoft Social Engagement Additional 10k Posts $100.00 USD / 10k / month Commercial
Microsoft Dynamics CRM Online Additional Instance $549.00 USD / instance / month Commercial
Dynamics Marketing SMS Dedicated Short Code for US Market $2,000.00 USD / short code / month Commercial
Parature Additional File Storage $20.00 USD / user / month Commercial
Microsoft Dynamics Marketing Additional Storage $2.00 USD / GB / month Commercial
Microsoft Dynamics CRM Online – Portal Add-On $500.00 USD / user / month Commercial
Microsoft Dynamics Marketing Additional Email Marketing Messages $20.00 USD / 10k / month Commercial
Parature Additional Departments $200.00 USD / department / month Commercial
Microsoft Dynamics CRM Online Enterprise $200.00 USD / user / month Commercial
Microsoft Dynamics CRM Online – Field Service User Add-On $35.00 USD / user / month Commercial
Microsoft Dynamics CRM Online Basic $30.00 USD / user / month Commercial
Enhanced Support for Microsoft Social Engagement $5.00 USD / user / month Commercial
Microsoft Dynamics CRM Online – Additional Portal Page Views $50.00 USD / user / month Commercial
Microsoft Dynamics CRM Online Professional Add-On to Office 365 $50.00 USD / user / month Commercial
Microsoft Social Engagement Professional $75.00 USD / user / month Commercial
Microsoft Dynamics Employee Self Service $3.00 USD / user / month Commercial
Professional Direct Support for Microsoft Social Engagement $9.00 USD / user / month Commercial
Dynamics Marketing SMS Dedicated Short Code for Canadian Market $4,000.00 USD / short code / month Commercial
Microsoft Dynamics Marketing Mobile Marketing $200.00 USD / 10k / month Commercial
Professional Direct Support for CRM Online $9.00 USD / user / month Commercial
Microsoft Dynamics Marketing Enterprise $125.00 USD / user / month Commercial
Enhanced Support for Microsoft Dynamics Marketing $5.00 USD / user / month Commercial
Enhanced Support for Parature $5.00 USD / user / month Commercial
Microsoft Dynamics CRM Online Professional $65.00 USD / user / month Commercial
Microsoft Dynamics CRM Online Additional Non-Production Instance $150.00 USD / instance / month Commercial
Parature Additional Page Views $50.00 USD / 500k / month Commercial
Microsoft Dynamics CRM Online Additional Storage $9.99 USD / GB / month Commercial
Professional Direct Support for Parature $9.00 USD / user / month Commercial
Microsoft Social Engagement Additional 10k Posts (minimum 100 licenses) $40.00 USD / 10k / month Commercial

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Microsoft CRM Product Roadmap

Posted by dynamicsnick on March 12, 2016
Microsoft Dynamics CRM / Comments Off on Microsoft CRM Product Roadmap

For those of you that are not aware you can check in on the Microsoft Dynamics CRM product roadmap at any time to see what items are pending, in development, and released at the following link http://crmroadmap.dynamics.com/

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Customization in Microsoft Dynamics CRM 2016

Posted by dynamicsnick on February 20, 2016
CRM 2016, Microsoft Dynamics CRM / Comments Off on Customization in Microsoft Dynamics CRM 2016

Here is a great resource for the MB2-719 exam from Microsoft that will cover Customization in Microsoft Dynamics CRM 2016. The topics that are included in this series are as follows.

https://imagineacademy.microsoft.com/?whr=uri:MicrosoftAccount&channel=Dynamics%2CDynamics&channel=Dynamics

Sessions:

Module 00: Course Introduction
Module 01: Introduction to Customizing and Configuring Dynamics CRM
Module 02: Configuring Dynamics CRM
Module 03: The CRM Security Model
Module 04: Introduction to Solutions
Module 05: Entity and Field Customization
Module 06: Additional Field Customizations
Module 07: Relationships
Module 08: Customizing Forms
Module 09: Business Rules
Module 10: Views and Visualizations
Module 11: Introduction to Processes
Module 12: Business Process Flows
Module 13: Bringing it all together
Module 14: Course Review

Objectives:

•Configure specific application features
•Guidance on the designing a CRM security model
•Control access using CRM’s security model
•Create, package, manage, and deploy specific customization through solutions.
•Creating and maintaining custom entities
•Working with specialized fields
•Create and edit customized forms
•Apply Portable Business Logic
•Explore the different tools available for creating specific views
•Provide an overview of the different processes
•Create Business Process Flows

 

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Dynamics CRM 2016 – Online Training Resources

Posted by dynamicsnick on February 15, 2016
CRM 2016, Microsoft Dynamics CRM / Comments Off on Dynamics CRM 2016 – Online Training Resources

As I started working on the new CRM 2016 RTM release in January i was shocked to realize that there are already some really great tutorials out there for getting started with it. This series is great for if you are looking to up your Microsoft Certifications to the latest release, fire up the sdk and start building code, or if you want to become familiar with the new CRM 2016 features.

https://imagineacademy.microsoft.com/?whr=uri:MicrosoftAccount&channel=Dynamics%2CDynamics&channel=Dynamics

This does require for you to create an imagine academy login with Microsoft or you can get access through your MSDN subscriptions with Microsoft as well.

 

 

 

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90 Day Trial of Microsoft Dynamics CRM 2016 On Premise

Posted by dynamicsnick on January 02, 2016
CRM 2016, Microsoft Dynamics CRM / Comments Off on 90 Day Trial of Microsoft Dynamics CRM 2016 On Premise

Here is the download link for CRM 2016 -> https://www.microsoft.com/en-us/download/details.aspx?id=50372

You will be given 90 days from Microsoft on installation to try out, build, test, and mock up any scenarios that you like in the new CRM release. At about the 60 day range you will start getting notices that you are getting notices it is time to officially register the software.

If you have software assurance on your current on premise licensing then this makes a very easy transition into the full featured release of CRM.

Once you are ready to convert the licensing all that is required is that you register your licensing through the CRM deployment manager and you will be up and running.

 

 

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Microsoft Dynamics CRM Software Development Kit (SDK) for CRM Online and on-premises CRM 2016

Posted by dynamicsnick on December 15, 2015
CRM 2016, Microsoft Dynamics CRM / Comments Off on Microsoft Dynamics CRM Software Development Kit (SDK) for CRM Online and on-premises CRM 2016

Microsoft Dynamics CRM 2016 SDK -> https://www.microsoft.com/en-us/download/details.aspx?id=50032

The Microsoft Dynamics CRM 2016 Software Development Kit (SDK) is for developers. The documentation contains information for developers writing server side code, client-side scripts, custom business logic, integration modules, workflow assemblies, and plug-ins.

The SDK includes an architectural overview of Microsoft Dynamics CRM, 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 customizing the web client or Microsoft Dynamics CRM for Microsoft Office Outlook, including scripting, integration of custom web pages, 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 choose to download the User Interface Integration (UII) solution framework, which includes a deployment guide, development guide and api reference. UII uses Microsoft Dynamics CRM for the delivery of configuration data for the Integrated Agent Desktop. It includes development and run-time 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.

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Create a Simple LinkedIn Button On Contacts Entity in CRM

Posted by dynamicsnick on August 03, 2015
Microsoft Dynamics CRM / Comments Off on Create a Simple LinkedIn Button On Contacts Entity in CRM

Although there are many integration options for LinkedIn and Microsoft Dynamics CRM if you are on premise here is an easy way to get your feet wet and connect to contacts on Linked In without having to invest in a 3rd party solution.

NOTE: This solution does not synch all of your contacts in CRM with LinkedIn, but rather allows you to search for your contacts and connections easier using CRM.

We perform this by creating a custom button in the contacts entity that performs a callout to the LinkedIn Directory Service.

Linked In Search Button

How it Works?
LinkedIn has a public directory that is used to provide public searches and is open without having to authenticate with LinkedIn. This will allow us to search for relevant contacts to reach out to or to find contacts using the LinkedIn directory.

You can actually try this now using the following format:

https://www.linkedin.com/pub/dir/?first=[firstname]&last=[lastname]

And you will see results from the LinkedIn public directory like below.

LinkedIn Directory Search

This is basically what we are going to be doing automatically is send a search query to the LinkedIn Service once the button is selected.

The first thing that you need to do is to create a new ribbon element. The easiest way to do this is by using the visual ribbon editor  and opening the entity that you want to put the button in. In my case it was the contact entity.

Make sure that you choose pass params = true option so that you can send the ID to the redirect code in the next part.

LIButton

This will also involve creating a custom page in CRM to act as a page redirect and uploading it into CRM. We will pull the ID from the query request and then pull the first and lastname from the database and start the redirect page.

This could also be done many ways, but I am reusing code so this was the simplest example I had to explain the process.

LinkedIn Code

Once that you have saved the code and uploaded it into CRM you should now be able to use the button and your redirect should fire and search for contacts in LinkedIn.

 

 

 

 

 

 

 

 

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