A new SortDate attribute of type DateTime is added for Activity Entity (so basically to all child Task, Phone Call, Email activity etc.)
The value is null for it for the existing records and for the new record as well until we populate it through Business...(read more)![]()
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New Sort Date DateTime attribute added in Activity Entity in Dynamics 365.
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New User Group up and running!
Last night I proudly attended the first meeting of the Birmingham Dynamics 365 User Group. It was great to meet some fellow CRM experts. Several of whom I knew already by “reputation” but always...(read more)![]()
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Insufficient Permissions Error on Assigning a record in Dynamics 365
Introduction
While working on one of our client requirement, we came across with one interesting scenario about security roles access level setup for Read and Assign privileges, which leads to errors...(read more)![]()
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How to Connect to Dynamics 365 Data from PowerBI Desktop
PowerBI is a great tool for reporting on and analyzing data, from a wide range of sources, including Dynamics 365. To set this up, you must connect to Dynamics 365 as a PowerBI data source, so PowerBI can load your CRM data. In this blog, we will review the two versions of PowerBI and then provide step-by-step instructions for setting this up in PowerBI Desktop.
Before we begin, if you also want to leverage pre-built Power BI Content Packs with CRM for Dynaimcs 365, check out a previous blog: Connect Your CRM Online Data to PowerBI for Powerful Analysis.
Now, let’s start by talking about the two different versions of PowerBI, PowerBI Service, and PowerBI Desktop.
PowerBI Service, is the online version that you can access from your browser, at www.powerBI.com after logging in. This is the version that is accessed by most users who want to utilize PowerBI for analyzing data, and creating reports and dashboards.
PowerBI Desktop is an application that is installed and run on your PC, like any other Windows application. It is geared for more technical users, who often do the work of setting things up to help regular users who will be using PowerBI Service. The two versions are designed for different purposes, and while they have a lot in common, they are definitely not the same.
Alright! We’ve reviewed the differences, now let’s look at how, in PowerBI Desktop, you connect to and gain access to CRM Online data.
As a preliminary step, we need to know the url to enter in to PowerBI to point it to the Dynamics CRM online org. This is best done by logging in to Dynamics CRM online and copying the url from a screen called “Developer Resources”. These first steps show you how to get to the screen:
1. Log in to Dynamics 365 online.
2. Click on the “Settings” tile.
3. Choose “Customizations.”
4. Choose “Developer Resources.”
5. Copy the url listed under “Instance Web API,” and save it for entering into PowerBI Desktop.
6. With the saved url, we can point PowerBI Desktop to CRM data on Dynamics 365.
7. Start PowerBI Desktop and then select “Get Data” either from the Splash Screen or from the ribbon at the top of the screen.
OR
8. Type CRM into the search box to locate CRM for Dynamics 365 Online. Then click on the “connect” button.
9. Enter the CRM url (saved earlier) and click “OK.”
10. In the “Access an OData feed” dialog box, select “Organizational account” and then click “Sign in.”
11. You may then need to sign in to your CRM for Dynamics 365 Online with your username and password.
12. Verify that you are signed in by making sure you see the message “You are currently signed in” in the dialog box and then click “Connect.”
13. The navigation screen will allow you to select the CRM entities whose data you want to load into PowerBI Desktop.
Note, if you click “Load,” all the data and every field in the selected entities will be loaded into PowerBI.
Best practice would be to click “Edit” and select the columns of data you need for reporting.
With your CRM data loaded into PowerBI, you can now start building reports. After you publish them, your PowerBI Service users will be able to build their own dashboards using CRM data.
Happy PowerBI’ing with CRM data!
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Parallel.For vs ExecuteMultiple in Dynamics 365
Hi,
Thought of getting a rough idea on how much performance improvement we can gain if we are using Parallel .For and ExecuteMultiple .
Took a very simple scenario i.e. creating 10000 account records.
Normal For Loop
3242061 milliseconds...(read more)![]()
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Ikonografia
Możecie nazwać mnie dziwakiem (tudzież innego rodzaju freakiem), ale nic bardziej nie wzbudza moich podejrzeń niż system Dynamics CRM / 365, w którym w środowisku produkcyjnym dla niestandardowych encji...(read more)![]()
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What Microsoft Dynamics 365 means for CRM pricing and competition
Microsoft Dynamics 365 provides a lot of insight into where Microsoft has been, as well as where it is going with both its ERP and CRM lines. A single business platform and common data model that simplifies IT and application integration has been a decades-old vision of Microsoft’s, and has come to fruition with the release of Microsoft Dynamics 365, which was made available for customers worldwide on November 1, 2016.
To learn how cloud solutions like Microsoft Dynamics 365 helps businesses grow efficiently, download the free white paper, "Four Technology Trends Helping SMBs Thrive in a Digital World".
Microsoft acquired LinkedIn in part to support Microsoft Dynamics 365
Earlier in 2016, Microsoft acquired LinkedIn for over $26 billion, by its largest acquisition ever. By taking control of the world’s preeminent “professional network,” Microsoft opened up new paths for locating and cultivating leads. The vast social media reach of Linkedin – it had 400 million users in 2015, according to VentureBeat – is a potent source of customer contacts. LinkedIn data has even been called the lifeblood of salespeople, who use it to build their networks and complement their usage of CRM platforms including Dynamics CRM and Salesforce.
Microsoft Dynamics 365 will launch a price war against top CRM competitors
In the early 2000s, Salesforce was synonymous with CRM for many firms, but it has many shortcomings, not the least of which is its price. Salesforce licensing can run up to $300 per user per month. In September 2016, Microsoft chief legal officer Brad Smith explained in an emailed statement to Business Insider that Microsoft is looking to bring price competition to the CRM market, namely through the new pricing model of Microsoft Dynamics 365.
Microsoft Dynamics 365 will undercut Salesforce on price, while offering users Financials and the purpose-built components they need as they grow.
CRM bundled with ERP in Microsoft Dynamics 365 can dramatically reduce costs
Microsoft is bundling subscriptions for CRM and ERP (Dynamics AX) in the Enterprise Edition of Microsoft Dynamics 365, while the Business Edition will bundle CRM and Financials. This could result in substantial savings compared to Salesforce, which offers only CRM-related components. At the same time, it makes it easier for departments such as customer service to conduct business processes with data across field service and sales, and vice-versa.
“With traditional app-based subscriptions this would require three separate subscriptions for each customer service representative; however, using our new plans customers get one holistic subscription to have all the information at their fingertips, and customers could save four to five times the cost of traditional CRM providers,” explained Microsoft vice president Takeshi Numoto in a blog post.
As you consider your options for Microsoft Dynamics 365, we can help with any questions you may have. As a Microsoft Cloud Solution Provider, we offer the complete resources to help you evaluate the right technology for your business.
Learn more about Microsoft Dynamics 365
By Turnkey Technologies, Inc. - A national, award-winning Microsoft Dynamics CRM and ERP Partner based in St. Louis, Missouri.
The post What Microsoft Dynamics 365 means for CRM pricing and competition appeared first on CRM Software Blog.
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Dynamics 365 – Business Rules
I recently published a post explaining the new features to be found on business process flows in Dynamics 365, in this post will continue that theme by looking at business rules.
Business rules have...(read more)![]()
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How to Setup Dynamics 365 Server Side Synchronization for On-Premise to Exchange Online
Server side synchronization (SSS) is a technology that has been in the CRM world since the 2013 version of the product. Initially supported in homogeneous environments only, (online to online OR on premise...(read more)![]()
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Dynamics 365, cambio del statuscode y consulta de relaciones (Workflow Tools)
Buenas a todos, últimamente he estado un poco apartado, principalmente por falta de disponibilidad para escribir y sobre todo porque …![]()
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MB2-710 – Email Processing Options
As I revise for the MB2-710 exam I’m creating posts covering all aspects of my revision. Hopefully collectively they may help others prepare for the MB2-710 certification. (Microsoft Dynamics CRM...(read more)![]()
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MB2-710 – Track and Correlate Email
As I revise for the MB2-710 exam I’m creating posts covering all aspects of my revision. Hopefully collectively they may help others prepare for the MB2-710 certification. (Microsoft Dynamics CRM...(read more)![]()
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MB2-710 – Manage mailbox records and email
As I revise for the MB2-710 exam I’m creating posts covering all aspects of my revision. Hopefully collectively they may help others prepare for the MB2-710 certification. (Microsoft Dynamics CRM...(read more)![]()
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Roadmap to Get your First Dynamics 365 Trial!
Microsoft has unveiled Dynamics 365 a game-changer bringing together best of CRM and ERP cloud offerings. Dynamics 365 is a complete suite of intelligent business applications including; Sales, Operations...(read more)![]()
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Deciding the Best Option for your SMB CRM/Dynamics 365 Deployment: Microsoft Partner, External Consultant or Internal Project?
Your business has decided it wants to implement Dynamics CRM/Dynamics 365 for Enterprise (D365E). That’s great news! Your next crucial decision will be what approach you take in implementing the...(read more)![]()
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Getting started with AppDesigner
During the CRM UG Summit I was approached in the Medic booth by two nice guys from Microsoft who asked me if they could show me and get my opinion on a new feature of Dynamics 365. It was the AppDesigner. There had been so much hype around a lot of the other stuff (editable grids, editable grids, editable grids) that I hadn't noticed this and when they showed it and I had time to think about it I recognized that it is really a cool and useful feature that I think can do a lot of good in the system.
One of the things I try to evangelize about is to slim the system down, not "dumb it down" but make it slim, and efficient to what you are trying to do. Hence not include a lot of unnecessary stuff. The AppDesigner is excellent for this, it creates subsets of Dynamics 365 (not operations/financials) into what are called apps. With their own sitemaps, view sets, form sets, business process flow sets, chart sets.
I made another film about this, on how to enable and get going with it. Why not watch it?
Gustaf Westerlund
MVP, Founder and CTO at CRM-konsulterna AB
www.crmkonsulterna.se![]()
One of the things I try to evangelize about is to slim the system down, not "dumb it down" but make it slim, and efficient to what you are trying to do. Hence not include a lot of unnecessary stuff. The AppDesigner is excellent for this, it creates subsets of Dynamics 365 (not operations/financials) into what are called apps. With their own sitemaps, view sets, form sets, business process flow sets, chart sets.
I made another film about this, on how to enable and get going with it. Why not watch it?
Gustaf Westerlund
MVP, Founder and CTO at CRM-konsulterna AB
www.crmkonsulterna.se
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#Crm2Crm – part 3: Replication basics 2
Last time I described the concept of a simple one way replication pattern. In this pattern each time an entity record is added, modified or deleted a message is written in a message entity.
The message...(read more)![]()
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Remove Home Page Search Bar - 8x
STEP 1:
Navigate to Portal >> Page Template >> Select Home
STEP 2:
Select Home Web Template, and remove {% include 'Search' %} and restart your portal and check.(read more)![]()
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The Birmingham Dynamics 365 user groups historic first meeting
“Alone we can do so little; together we can do so much” -Helen Keller
“None of us is as smart as all of us.” –Ken Blanchard
Work is not about being clever it’s about working together
#HoskWisdom
The Birmingham Dynamics 365 user group meeting and 15 people meet up at the chambers of commerce to discuss Dynamics 365 – Dynamics 365, What is it, Pros, Cons?
Group details
- Check out the official meetup page and sign up – Birmingham Dynamics 365 user group
- To understand why you should join read this blog post – Birmingham Dynamics 365 User Group has started– Join now
- We have 56 members and new members are joining all the time
- We plan on meeting once a month and having a deep dive on new Dynamics 365 features and functionality
- The group has great CRM professionals, including a CRM MPV – Neil Parkhurst USD MVP – who blogged a
The first meeting
The meeting started with a small talk from Neil Parkhurst summarising the recent CRM MVP summit. Unfortunately due to the NDA he couldn’t tell use the details but itwas interesting to hearabout the work which goes into becoming a CRM MVP and the MVP summit experience.
15 people turned up to the first meeting and the Dynamics 365 presentation produced interesting discussion on Dynamics 365, everyone’s understanding of it and how it will affect the future of Dynamics professionals and solutions.
bout the first meeting – new user group up and running
I think the group will grow from strength to strength with more people turning up for meetings and I’m looking forward to seeing some interesting presentations and discussions.
The Hosk Blog
A few people at the meeting thanked me for the content I published on my Dynamics CRM blog, it‘s great and humbling to know sharing my experiences and knowledge on Dynamics CRM has helped people.
When I started out blogging about Dynamics CRM, the goals of blogging was
- Increase my knowledge on Dynamics CRM by explaining it to others
- log errors and workarounds to help myself and others
- An online brain dump for issues I had resolved
- develop my understanding of how Dynamics CRM works
My goals focuesd on improving myself and improving my understanding of Dynamics CRM. I have blogged about Dynamics CRM for years and I am meeting quite a few people recenctly who thank me for writing my blog posts and explain how my blog helped them either learn to develop Dynamics CRM solutions or helped resolve a problem.
I appreciate the great comments and I’m glad other people find the blog useful.
Two people who helped my blog
- CRM MVP Adam Vero has left many comments which corrected parts of my blog posts and encouraged me to keep writing my blog
- CRM MVP Gus Gonzalez who encouraged me to create posts featuring my own thoughts and ideas (the first 500 blog posts were of poor quality)
I’m not a CRM MVP but I’m glad the Hosk CRM blog has helped lots of people in the Dynamics CRM community. Blog writing persistence pays off because I am meeting more and more people who tell me they are readers of my blog.
It gives me a platform to annoy people like Adam with #HoskWisdom to poor subsribers expected Dynamics 365/CRM posts but instead get some HoskWisdom
Signup, learn and have fun
If you live in the Midlands please sign up for the user group and meet excellent Dynamics professionals sharing experience, knowledge, opinions and stories on Dynamics 365 development.
I look forward to more interesting presentations and learning points from future meetings.
Great thanks to Imtiaz for setting up the Dynamics 365 user group
Filed under: CRM 2011, Dynamics 365, Hosk Stuff
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Business Process Enhancements in Dynamics 365
This is article is part of our new Dynamics 365 features series. In this article we are going to discuss new enhancements in Business Process Flow. Business process flow is one of the process category that we can use to automate our business related activities ...read more![]()
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