Microsoft Dynamics CRM- others

Missing Activities tab in Social Pane in CRM 2013

Very nice post from Nishant

Nishant Rana's Weblog

Hi,

Was working on a task wherein we had to add Social Pane to a form of a custom entity. We enabled the Notes for the entity (Activities was already enabled).

However after adding it to the form it was only showing only Notes tab.

The solution we found was to export the entity and change the following value to 1 for the particular form.

Saving and importing back the solution fixed the issue.

The helpful post

https://thecrmgrid.wordpress.com/2013/11/22/social-pane-control-not-working-in-custom-forms/

Hope it helps..

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Microsoft Dynamics CRM

{NEWS}Microsoft Dynamics CRM Online patterns & principles for solution builders WHITEPAPER IS OUT

Reblogging from MSDN blog from Dynamics CRM product team:

The Microsoft Dynamics CRM Online patterns & principles for solution builders whitepaper describes the new mindset required to successfully design solutions for online deployment.

Check it out at the following location!

Download: Patterns and Principles for CRM Online Solution Builders.pdf

Note: Only applies to CRM online.

Hope it helps

Microsoft Dynamics CRM

{Useful to know} Understanding Multi-Geo Tenant feature for Dynamics CRM Online (2015)

With CRM 2015, Microsoft Dynamics CRM introduced a key feature for companies that span multiple geographies and want their CRM instance to be as close to their operational region as possible. There are 2 main reasons which drove the need for this feature:

1. Latency: If you are an organisation having offices in APAC, EMEA and North America, it is not necessary that each of your CRM organisation should be situated in North America data centre for CRM. This will cause latency to APAC and EMEA offices. So, it will be better to have your CRM instance for APAC office in APAC data centre and EMEA one in the EMEA centre as well.

2. Data Compliance Rules and regulations: Consider you are a banking or financial institution, it always will mean that if your customer data resides locally in your region’s data center, it acts as more compliant with rules and regulations of your region.

Considering this, Microsoft Dynamics CRM 2015 Online gives us the ability to pick data centres as per our needs divided into 4 Data centres as of now:

· North America

· EMEA

· APAC

· SAM

Below graphic referred from Microsoft official video channel, gives a view of the data centres on World map:

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So, does it mean it takes care of Data replication between each organisation? – No, each instance is separate instance but can be managed from single office 365 administrative console.

Also, if somebody accesses CRM from local area it is going to hit the local data centre:

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Above graphic explains the scenario in more detail.

For further study, refer to official Microsoft Dynamics channel video here: https://www.youtube.com/watch?v=VBKmZ0-HbOY&feature=youtu.be

Hope it helps!

Microsoft Dynamics CRM

{QUICK TIP} MAKE LINKING WORK ITEMS MANDATORY FOR YOUR DYNAMICS CRM TFS PROJECTS

In my last post I updated how to make check-in comments mandatory for your TFS projects. In this one, I want to drill further down and show how to set policy to make linking change set to

Work items (in my case tasks mandatory). First, understanding task. Task is the most basic set of functionality a developer can work on. This in TFS can be linked to your change sets.

The thing to do there is to set a policy in place, unless you link a task, you cannot provide a check-in.

Here is how you need to do it:

In Visual Studio (2012/2013).

· Open “Team Explorer”.

· Select your “Team Project”.

· Click “Settings”.

· Under the “Team Project” heading click “Source Control”.

· Select the “Check-in Policy” Tab.

· Click “Add…”

· Select “Work Items”.

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The end result is that now on all check-ins, if you do not provide the linked work items:

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Note: The TFS model used here is Agile template.

Hope it helps!

Microsoft Dynamics CRM

{QUICK TIP} MAKE CHECKIN COMMENTS MANDATORY FOR YOUR DYNAMICS CRM PROJECTS

Often I have been in cases where we have tight deadlines to meet to write some code and utilizing TFS for check-ins, I see that many change-sets do not have comments for check-in. In a long run, this becomes a habit.

The most basic thing to do there is to set a policy in place, unless you put a check-in comment, you cannot provide a check-in.

Here is how you need to do it:

In Visual Studio (2012/2013).

· Open “Team Explorer”.

· Select your “Team Project”.

· Click “Settings”.

· Under the “Team Project” heading click “Source Control”.

· Select the “Check-in Policy” Tab.

· Click “Add…”

· Select “Changeset Comments Policy”.

clip_image002

In Visual Studio 2010, you will have to install the Team Foundation Power Toys on all client machines – those without it installed will not be able to check in code.

The end result is that now on all check-ins, if you do not provide the check-in comment:

clip_image004

Hope it helps!

Microsoft Dynamics CRM

{DYNAMICS VERIFIED PROFESSIONAL} INTERVIEW WITH DEBAJIT DUTTA

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Debajit dutta is a CRM designer working in India.

He is one of the  top most technical and logical mind I have worked with. I was lucky to have him as an old colleague of mine in Microsoft and SanDisk as well.

He is one of the best professionals in Dynamics CRM and Microsoft stack of technologies with whom I had chance to work for in back to back companies.

His introduction in his own words:

Currently working as CRM Designer in TMF Group.

I have got over 8.5 years of experience in Microsoft .NET Technologies with over 5 years of dedicated experience in Microsoft Dynamics CRM. Was associated with companies like Microsoft, PwC and SanDisk and have the experience of implementing complex CRM solutions from both offshore and client side.

I have been involved with challenging projects and environments which have helped me in developing excellent analytic and problem solving skills. A significant part of my work history has involved acting in the capacity of expert,developer and consultant specializing in finding solutions for clients with their day to day software they are using to run their business.

As part of CRM implementations, I had the opportunity to work across multiple industry domains like healthcare, property and real estate and public sector projects.

Apart from my project work my other passion is to share my knowledge that I gain from real-time projects to the community through my blog : https://debajitcrm.wordpress.com

The following are my codeplex contributions:

Tool Description

URL

Client API for Event driven Business Process Flow for Dynamics CRM 2013

https://businessprocessclientapi.codeplex.com

Dashboard Chart Exporter Tool

https://dashboardchartexporter.codeplex.com

Error Logger for Microsoft Dynamics CRM

https://enterpriselogger.codeplex.com

Configuring role based views in MSCRM 2011

https://rolebasedviews.codeplex.com/

Personal View Editor for Dynamics CRM

https://personalvieweditor.codeplex.com/

Configuring field level security with Security Roles in MSCRM 2011

https://www.youtube.com/watch?v=kyfqu3NESAA

https://fieldlevelsecurityrole.codeplex.com/

To know more about me – please visit my linked in profile –in.linkedin.com/in/debajdu/

Now the interview bit:

1. Name, current job title and social media links please – CRM Designer

2. What does an average day at work look like – It’s the usual stuff of getting dirty with CRM stuffs, meetings with the business and presentations.

3. What different roles/Job titles have you had whilst using CRM – Associate Consultant, Senior Programmer/ Analyst, CRM Designer

4. What job did you did before you starting using CRM – Started my career as web developer in asp.net before moving to CRM.

5. What was the first version of Microsoft Dynamics CRM you worked with and how long have you been using Microsoft Dynamics CRM – First version – 4.0 and working on Dynamics CRM platform for the last 5 years.

6. How do you stay up to date with the CRM – MSDN, Community blogs/ Dynamics CRM blogs and linked in updates.

7. What one feature would you add to CRM Product. – Role based views

8. What is the best tool/solution you have used recently – xrmtoolbox.codeplex.com – probably the best toolset for Microsoft Dynamics CRM

9. What CRM certifications do you have, do you try and keep up to date with CRM certifications – Certified in CRM 4.0 and CRM 2011. Ramping up to get certified on CRM 2015.

9. How important is it to have good business analytical skills working with Microsoft Dynamics CRM – CRM is more of a business enabler for customers and not a technology platform like asp.net. Hence having very good business analytic skills helps one to find the optimal fit for a customer requirement into the product.

10 How useful is it to have programming knowledge to become a good Microsoft Dynamics CRM Professional? – I would say having it backed by a very good functional knowledge in CRM is obviously a plus.

However if you are aiming to be functional consultant then having deep understanding of product features of CRM would suffice.

11. How often do you travel as a Microsoft Dynamics CRM Professional? – Not much. Once in 6 months for a month or so.

12. Can you see yourself not using CRM in your career in the future – As of now a big NO. Want to run on CRM adrenaline in the coming years.

13. What are your hobbies outside of CRM – Playing cricket, watching sports and actions films

14. What was the last book you read and what was the last film you watched – Last book – Coincidentally a book on Dynamics Marketing, last film – Fast and Furious 7.

15. Has CRM ever got you in trouble with your partner/family – Sometimes i would say yes J. After long hours at work tend to miss out on some outings and parties and act as total party spoiler.

16. Have you friends ever told you to stop talking/tweeting/blogging about CRM? What does your partner/family member(s) think of CRM – Well you see it gives the bread and butter J Not much you can complain even if you want to.

17. Tell me something interesting/unusual about yourself – Well everything i do seems to be usual. I guess you need a second eye to reveal my unusual side of things.

18. Who is the first CRM Expert you remember reading/seeing – Well I started my journey as CRM consultant as a Microsoft Employee. So you have to say you have experts everywhere down the aisle and corridor. For community perspective, I would say David Yack. He came over to Microsoft to deliver 2011 training. Till then I have heard so much of him and it was really great to see him F2F.

19. Tips for someone who wants to become a CRM Expert – I would say don’t aim to be an expert. Aim for knowledge. Go through blogs, msdn articles, technet publications and offcourse the great books. Keep your mind open for knowledge flow always and you will see you are already a CRM expert.

As an appreciation for taking the pain to complete this, here is a certificate from my end:

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Happy CRMing!

Microsoft Dynamics CRM

{Application Lifecycle management} Configuring an automated build system for enterprise scale projects on Dynamics CRM

Recently during discussions for Application Lifecycle management using Team foundation services from Microsoft Visual Studio UK team, the interesting topic came up- about the ability to

configure automated builds for enterprise scale Dynamics CRM implementations. The below flow diagram takes the most basic form of automated build structure in order to provide an understanding

of the process which has been referred from Microsoft documentation available to be downloaded. I am just going to focus on understanding the recommended approach in detail:

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Following Steps best describe the automated build process:

· Each Developer executes his local build, Code Analysis is performed locally in the system

· This is then checked-in and passed on to a Team Foundation server(This can also use Visual Studio online services)

· Gated Check-in takes place at the team foundation server and the automation is configured as a Build Automation component.

· The automated build is then processed as a Daily build to Dynamics CRM environment

Now, let us consider a multi-developer scenario in the same:

image

The idea here is to provide each developer with a Virtual CRM development local environment, each connected to central TFS server( as described in

the first diagram) and then use a Master CRM Dev environment in the control of ideally the Team lead, which flows customizations down to each local

environment so everything remains in sync. So, conflicts or changes being lost will be controlled from Master.

For more details, you can refer to Microsoft white paper here: https://www.microsoft.com/en-ie/download/details.aspx?id=39044

Note: Diagrams are referred from the White paper, however i have solely used explanations/approach from my own experience.

Hope it helps!