As we all know that we can always read Pre image and Post image in the plug-in for various purpose. However, in workflow, we may sometimes want to read Pre Image for some purpose. Now we can also read...(read more)![]()
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Using “PreEntityImage” and “PostEntityImage” in Workflows
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Hierarchical Security Modelling in Microsoft Dynamics CRM 2015
(Please visit the site to view this video)In this short video Brandon Simons shows you new enhancements in Microsoft Dynamics CRM 2015 that make modeling the security needs of your business less challenging and more maintainable.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx.
Also see - http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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Tablet Productivity Enhancements in Microsoft Dynamics CRM 2015
(Please visit the site to view this video)Watch this short video by Tony Schmidt to see new enhancements to the release of Microsoft Dynamics CRM 2015 that will help you improve your mobile productivity. Take a look at new features like Pin to Home, which gives you a Home dashboard, and the offline mode, which lets you work anywhere, even if you don't have an Internet connection.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx.
Also see - http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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Comedian Steve Rizzo Kicks off CRMUG Summit 2014
“Feeling good is the fuel that drives motivation,” Steve Rizzo shared with the nearly 3,500 Dynamics users and partners attending Summit 2014, “That’s your choice, and that’s your responsibility.”
“No one can do that for you; you have to do it for yourself,” he continued “So I’m asking you to get your shift together. As soon as you open up your eyes [in the morning] focus on all the good. Why? Because this is the stuff that makes you feel good. And feeling good is the fuel that drives motivation.”
Summit attendees gathered bright and early to listen to the comedian & best-selling author’s Opening Keynote of Summit in St. Louis, MO. Steve’s approach to dealing with stress and negativity is to look for the humor in any situation because as he said “humor is everywhere.”
The power of laughter has been instilled in him from a young age. Steve recounted how his father frequently lectured his “Be proud of who you are, where you are from and what you do for a living.
While Steve recognizes that a positive attitude won’t prevent someone from having challenges, his experiences have proven that laughter and a sense of humor help you bounce back from those situations much quicker. Laughter shifts the brain’s focus away from the negative – even if only for a moment. When your thoughts return to the existing situation you’re in control, as opposed to being controlled by the circumstances.
Before sending attendees off to a full day of sessions and networking, Steve challenged them to consciously create the following three habits:
- Begin each day by focusing on what they’re grateful for, what and who you appreciate, and
- Remind yourself that each day is an opportunity to make a difference in someone’s life
- Discover laughter within yourself and in the world around you – it’s everywhere
Prior to welcoming Steve to the main stage, CEO of Dynamic Communities (DCI), Andy Hafer, warmed the crowd – welcoming 47% first time attendees and hundreds of international visitors. Hal Howard, former Corporate VP of R&D for Dynamics ERP at Microsoft joined Andy in his new capacity as Executive Director at DCI. By joining the community, Hal continues his passion for all things Dynamics and makes it clear that even though he’s left Microsoft he hasn’t left the Dynamics users and partners with whom he’s spent his career.
Attendees and those interested can get Steve's book Get Your Shift Together by visiting www.GetYourShiftTogetherBook.com and can sign up for weekly motivational Rizzo-Grams on his website www.steverizzo.com.
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CRMUG 2014 Chapter Award Winners Announced
For the first time ever, the CRMUG Chapter program is pleased to honor our Chapter of the Year and Chapter Leader of the Year. Announced today at CRMUG Summit in St. Louis, these awards are designed to recognize the volunteers and participants that bring CRMUG Chapters to life in locations around the globe.
The 2014 Chapter of the Year is Kansas City. The 2014 CRMUG Chapter Leader of the Year is Andreas Kraemer, leader of the West LA & San Francisco Chapters.
The Chapter of the Year is a self-nominated award with the winner chosen by the CRMUG Chapter team. Kansas City rose to the top of the 67 active CRMUG Chapters around the world. According to the leaders of the Kansas City Chapter, “We encourage participation, collaboration and help to members at all levels. We have long time users of Dynamics CRM, along with many new users. We make sure they know who the local partners are and help connect them with local MVPs and others so they can seek help from actual practicing users of the system. Also, we encourage collaboration on the CRMUG Collaborate site and demonstrate the benefits of joining CRMUG as a Member.” The Kansas City Chapter is led by David Merdian, Laura Mortick, and John Ross.
Andreas Kramer, the 2014 Chapter Leader of the Year, was nominated by participants in the West LA and San Francisco Chapters. An avid Dynamics CRM user himself, Andreas tirelessly lends his talents to leading not one, but two Chapters in his area. His volunteer efforts help connect hundreds of local users and partners to learn more about Dynamics CRM, and participants in these Chapters had great feedback to share, including:
- “Andreas is always prepared, organized, and keeps the meeting on schedule and on topic. He has a deep understanding of Dynamics CRM and uses his personal knowledge to supplement conversation between participants and presenters.”
- “Andreas does a great job of identifying topics and partners that help us better understand the capabilities of Dynamics CRM and implementation best practices. Our meetings include a diverse variety of new products, best practices and knowledge sharing between members.”
- “He CARES!!! He seeks feedback and encourages participation, and he is patient when answering questions.”
Andreas is the Head of CRM at Wells Fargo Capital Finance and Chairman of the CRMUG Board of Advisors.
On behalf of the entire CRMUG community…CONGRATULATIONS and THANK YOU to the Kansas City Chapter and to Andreas Kraemer. And thank you to all of our Chapters and Chapter leaders who volunteer and participate in local meetings. CRMUG simply wouldn’t exist without your contributions!
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2014 CRMUG All Stars
Today, at CRMUG Summit 2014 in St. Louis, the first-ever CRMUG All Stars were announced and honored. The CRMUG All Star program recognizes CRMUG members who show passion for Dynamics CRM and who make significant contributions of their time and expertise to educate and connect the greater CRMUG community.
The 2014 CRMUG All Stars are:
- Britta Scampton, BGM TruNorth Partners
- Zara Kamruddin, CLEAResult
- Jason Lattimer, Ledgeview Partners
- Adam Vero, CRM Masters
- Gus Gonzalez, Zero2Ten
Britta Scampton participated in more than a dozen speaking CRMUG events in the past 18 months including CRMUG Summit, Convergence, The Partner Connections Event, and CRMUG Regional Conferences. She is a guru for all things workflow-related and published a 7-week workflow blog with CRMUG Collaborate that has had more than 5,470 public views.
Zara Kamruddin is an avid contributor to CRMUG, speaking in numerous events and activities including virtual events, CRMUG Summit, Convergence, The Partner Connections Event, CRMUG Regional Conferences and Chapter events. As a Sr. Application Administrator, she’s in the midst of integrating 3 company acquisitions into their environment, still she made time to join us in St. Louis for CRMUG Summit!
Jason Lattimer is a CRMUG Collaborate super star! Additionally, he has been an outstanding contributor in all things CRMUG including Chapter meetings, webinars, and onsite events. He is a Dynamics CRM MVP and shining example of what it means to “pay it forward.”
Adam Vero exemplifies servanthood in all things Dynamics CRM. He leads a CRMUG Chapter abroad and is an avid speaker for CRMUG events and activities. As CRMUG Program Director Tony Stein put it, “If England had an Energizer Bunny, the avatar would show this guy.”
Gus Gonzalez is heavily involved in his local CRMUG Chapter, leads numerous sessions at CRMUG Summit, webinars, Convergence, and his Chapter. Most notably, Gus is the brainchild behind bringing the “CRM Black Belt” series to CRMUG Academy.
Congratulations to the 2014 CRMUG All Stars and thank you for your contributions to the CRMUG community!
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Extending Sharepoint 2013 and Integrating with CRM 2013 IFD
As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the CRM is on IFD and if we want to integrate it with SharePoint (on-premise), then we need to...(read more)![]()
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Severity 1 SI | Awareness and Resolved | North America | CRM Online | Orgs Inaccessible
We had an issue earlier today where some CRM Online customers in North America were unable to access their CRM Online organizations.
Start date/time | 15 October 2014 22:17 UTC-07:00 (USA PT) |
End date/time | 16 October 2014 06:15 UTC-07:00 (USA PT) |
Additionally, affected customers were unable to use lookup fields in their CRM online orgs. The Microsoft Dynamics CRM Service Engineering team has mitigated the issue. All orgs should be accessible now. There will be a PIR published here and on the O365 Service Health Dashboard within 5 business days.
If this impacted you, we apologise for the inconvenience.
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Accessing Composite Controls Programmatically using Script
You might have disabled normal controls programmatically many times but while disabling Composite Controls programmatically we get stuck. We don’t know how to access the control and going through...(read more)![]()
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Hierarchy Visualization in Microsoft Dynamics CRM 2015
(Please visit the site to view this video)Learn how to visualize and interact with hierarchical data like organization charts and account hierarchies in this short video. Prashanth GanapathyRaj shows the intuitive way hierarchy visualizations in Microsoft Dynamics CRM 2015 can give you a better understanding of your business data.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx.
Also see - http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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Rollup and Calculated Fields in Microsoft Dynamics CRM 2015
(Please visit the site to view this video)Significant investments have been made in Microsoft Dynamics CRM 2015 - power users don't need to learn to write code to build insights with the data in their CRM Systems. In this short video Brandon Simons shows you how rollup fields and calculated fields can now be created and configured using a simple interface.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx.
Also see - http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015
(Please visit the site to view this video)In this short video, SME (Subject Matter Expert) Gordon Chang discusses what's new in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx.
Also see http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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SLA Enhancements in Microsoft Dynamics CRM 2015
(Please visit the site to view this video)Watch this video to see how Enhanced SLAs (Service Level Agreements) enrich customer service capabilities within Microsoft Dynamics CRM 2015.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx, and http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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Getting Dynamics CRM Developer toolkit really, really work with Visual Studio 2013
After a couple of months I needed to install and setup VS2013 on one of my development machines together with Dynamics CRM SDK. To get the benefits of direct deployment of developed CRM components (Plugins...(read more)![]()
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Issue with the Lookup View selected during Customizations not being honored in Tablet
Usually when placing a lookup field on the form, we also select the view based on which the records should be displayed in the lookup window. The same behavior is expected for the Tablet application as...(read more)![]()
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CRM for Outlook Configuration in Microsoft Dynamics CRM 2015
(Please visit the site to view this video)In this short video, Tony discusses several improvements to the configuration of the Microsoft Dynamics CRM for outlook add-in. We will also explore the new authentication capabilities introduced with Oauth, upgrade path and discontinued support.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx, and http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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Update Process Enhancements with Microsoft Dynamics CRM Online 2015 Update
(Please visit the site to view this video)In this short video, you will learn about the enhancements we have done in the CRM Online Update process with the upcoming Microsoft Dynamics CRM Online 2015 Update.
For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx, and http://go.microsoft.com/fwlink/?LinkId=394323.![]()
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Awareness and Resolved | Worldwide | EMEA | CRM Online | Service Degradation with Sandbox and Async - SQL Timeouts | CR10801
We had an issue earlier today where some CRM Online customers in EMEA were experiencing a service degradation with Sandbox and Async - SQL timeouts.
Start date/time | 28 October 2014 09:00 UTC+00:00 |
End date/time | 28 October 2014 17:00 UTC+00:00 |
Some customers were reporting Sandbox and Async Service SQL Timeouts when workflows were firing.
If this impacted you, we apologise for the inconvenience.
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Transcending Business Boundaries with Dynamics CRM
Recently, we've come to realize that Dynamics CRM is not just one part of our business ecosystem - it's actually the heart of it. Increasingly, we are not just using CRM to manage leads, and opportunities, we're incorporating it into other aspects of business as well, such as support, maintenance contracts, customer care and web portals.
At first it was a challenge. How could we take this seemingly static entity, that only some of our users (at the beginning just the sales team) had access to, and make it relevant beyond the boundaries of that team to our support and professional services people?
We found that what was lacking first and foremost, was the ability to create workflows that interacted with other parts of our organization. That's when we came up with a new product - PNMsoft SCE. It's a unique solution for Dynamics CRM which enables the creation and management of complex visual workflows that can integrate and interact with other systems.
PNMsoft SCE enabled us to create those advanced workflows for Dynamics CRM which extend it beyond traditional boundaries to a greater user base.
And that seems to be the key to expanding CRM within an organization - meaningful workflows that reflect actual business processes, and the ability to expose CRM data and processes outside of itself - on other web portals, integrated with ERP and SharePoint, on mobile devices. In a nutshell - if you can't bring the users to CRM, then bring CRM to the users!
On Nov. 12 we'll be conducting a open webinar to demonstrate how organizations can transcend business boundaries by connecting Dynamics CRM to workflows, users and devices. At the core of our solution is the BPM software solution which is built into Dynamics CRM - PNMsoft SCE. We'll show how BPM and CRM together can effect a guided transformation of your business.
We'll also demonstrate unification of SharePoint and Dynamics CRM, workflows that are exposed on external web sites and mobile devices, and connection with ERP systems.
You're invited to share your challenges in making CRM the heart of your business ecosystem - so come with your success (and not-so-success) stories and don't be afraid of the mic!
We look forward to seeing you there. You can register today at: https://www3.gotomeeting.com/register/777153574
See you there!
Eli Stutz
Head of Knowledge and Collaboration
PNMsoft
Get a demo of PNMsoft SCE on the Dynamics Marketplace
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Severity 1 SI | Awareness and Resolved | North America | CRM Online | Orgs Inaccessible
We had an issue earlier today where some CRM Online customers in North America were unable to access their CRM Online organizations.
Start date/time | 31 October 2014 06:15 UTC -07:00 (USA PT) |
End date/time | 31 October 2014 06:52 UTC -07:00 (USA PT) |
The Microsoft Dynamics CRM Service Engineering team has mitigated the issue. All orgs should be accessible now. There will be a PIR published here and on the O365 Service Health Dashboard within 5 business days.
If this impacted you, we apologise for the inconvenience.
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