I try to write simple code and the reason is:
“Any fool can write code that a computer can understand. Good programmers write code that humans can understand.” — Martin Fowler
Unified Interface in Dynamics 365 – great job
Unified Interface in Dynamics 365 looks great, not so much white space like in current UI. The thing is, I just hope it won’t break anything in existing UI.
The challenging plan behind Unified Client Interface/Infrastructure “UCI” is to bring a single client technology to cover all the different UI’ s across many devices, Outlook, Web Mobile, …. – fingers crossed!
- Post about it on Linkedin with interesting opinions from CRM community: https://www.linkedin.com/feed/update/urn:li:activity:629750374259389235
- Brilliant Brian’ article describes all features: https://community.dynamics.com/enterprise/b/dynamics365fordevelopers/archive/2017/06/20/dynamics-365-v9-0-summary-july-2017-update
- Great article posted byJukka: https://community.dynamics.com/crm/b/survivingcrm/archive/2017/07/03/the-long-road-to-unified-interface-in-dynamics-365
Please click on following screenshots to enlarge them.
CRM DEV TOOLS: A must have tool for Dynamics 365 developers/ Consultants
CRM Dev Tool is a great tool which reduces a lot of time of dynamics 365 professionals in their day to day activities. It is an add on to google chrome and easy to use. Just to list a few usages:
- Form information (entity name, Id, entity type code, dirty fields in the form etc.)
- Show hidden attributes in a form, show schema names of all fields without opening the form customisation, enable all fields in the form.
- View Current User details (user Id, security roles etc.)
- Execute Fetch XML queries and view the results.
More details available on http://blog.sonomapartners.com/2014/01/introducting-dynamics-crm-devtools.html
There will be always ‘bomb on the road’ at your project
A next great CRM meetup with my experienced IT colleagues at London. The conclusion from our meeting was: it doesn’t matter how good/experience you are, there will be always ‘bomb on the road’ at your project. The questions only are:
- when ?
- how big ‘bomb’ ? and finally
- how fast can you be on the right track?
Like for IT meet-up, it was very emotional meeting. Everybody told about his/her the worst project, client and bad action plan. The thing is, even the best team, best plan won’t survive the meeting with the client. Did you experience this problem before? If not please be ready for that!
IT project, particularly CRM’ implementation is really hard work for both sides: IT provider and the client as well. You can never be sure whether something wrong comes up very late and completely destroys the whole hard work and project itself – like in life you never know. For that reason IT projects are so exciting and difficult, even for experienced people as well. Our advise is, , please never gave up – the same true like in life!
Any comments, as usually, are welcome.
Combining LinkedIn Sales Navigator and Dynamics 365 for Sales
Combining LinkedIn Sales Navigator and Dynamics 365 for Sales should unify social and sales data to identify the right leads and connect with them through personalized engagement – very interesting. No doubt, I must try it out
To learn more details please look at following url:
https://www.microsoft.com/en-us/dynamics365/relationship-sales-solution
CRM Portal Records Mover
New XrmToolBox plugin : Portal Records Mover. It allows to export/import portal records that have been created/updated since a specific date – nice!
Finally we can be very precise and selecting only records we exact need.
Technical details: https://community.dynamics.com/crm/b/dynamicscrmtools/archive/2017/06/13/new-xrmtoolbox-plugin-portal-records-mover
Portal Code Editor
Configuring the Portals for Dynamics 365 could be very complex and time consuming – simply madness. I never gave up, but I believe it should better way to manage this madness these days. Recently Monsier Touzard, the creator of the XrmToolBox, released a new tool called the “Portal Code Editor” to help manage many things in a nice and easy way – Thanks God. It reduced my big effort a lot – well done. It is well structured and useful tool. Indeed a great tool it is and really needed!
More details: https://readyxrmblog.wordpress.com/2017/04/02/xrm-tool-box-portal-code-editor-overview-and-review/
Dynamics CRM Basics Questions – Quiz
Recently we were asked by client to prepare an online CRM competency test . We are thinking which one layout is the better for the users. What is you opinion ?
Please leave your feedback in comments!
Dynamics 365 Preview
Set up Personal Settings
Because I receive many queries on Linkedin how to set up personal settings at D365 using User Settings Utility please find my answer in following post. I usually set up Personal Settings that way for CRM systems based UK. I hope it helps you – as a good example. I published one post about it on Linkedin as well. Here is url: https://www.linkedin.com/feed/update/urn:li:activity:6277245355968995328
I would like to introduce/recommend User Settings Utility for all readers . It is a part of XrmToolBox. That way you can easily set up the personal settings for ALL CRM users in ONE GO e.g. time zone (UK), default currency(Pound),… Recently this tool saved me a lot of time. It is a little thing, but it really makes a difference, doesn’t it ? – a CRM’ game changer.
Usually I set up these 7 Personal Settings for All users (UK based CRM systems) like on following screenshot:
1,2,3. General Settings at CRM
4,5,6. Email Settings at CRM
Particularly setting number 5 on my screenshots is very interesting. It is important in tracking emails. Shortly I will write a post about tracking emails related to Case at D365 – a good example to understand tracking emails at CRM.
5. Select the e-mail messages to track in Microsoft Dynamics CRM – the following summarizes the various options. I usually choose All e-mail messages rather than E-mail messages in response to CRM e-mail.
- All e-mail messages – This will track all e-mail messages regardless no matter if it is a Dynamics CRM record or not
- E-mail messages in response to CRM e-mail – This will track e-mails in response to current e-mails based on either the Tracking Token or Smart Matching configuration in System Settings. It looks to see if this e-mail has already been tracked in Dynamics CRM as well as the tracking token if one is being used.
- E-mail messages from CRM Leads, Contacts and Accounts – This will only track e-mails only if the sender is a lead, contact, or account.
- E-mail messages from CRM records that are e-mail enabled – This will track e-mails from all record types (all entities), including custom record types (custom entities) that contain an e-mail address field.
6. Automatically create record in D365
I usually select NO, because we don’t know for 100% sure it should be created automatically Contact or Lead, but I image it can depend of very specific requirements and you want to create Contact/Lead every time.
7. Error notification
I usually disable the errors notification to not frustrate the users. By the way I opened a very interesting discussion about it on Linked. Please look at this post.