{New Version}ERD GENERATOR TOOL FOR CRM 2015

ERD Generator for Dynamics CRM 2015 is a Windows Form/WPF application that is available on following link:

ERDGenerator

If broken, Please use: https://www.dropbox.com/s/lt716cyj3df3a7k/ERDGenerator.docx?dl=0

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For Older CRM 2011/2013 refer following link:

https://dynamicsofdynamicscrm.wordpress.com/2014/10/08/erd-generator-for-dynamics-crm-20112013/

Here is a video to see how this will work:

Just download the above .doc file and rename it to .zip and run the tool.

*I have updated this tool with .Net Framework 4.5.2 update with UI updates, new Xrm Tooling WPF control and fixed a bug of object instance is already set to the object.

Please report to me if you still find issues at deepeshsomani@hotmail.com*

This tool allows you to build ERD (Entity relationship diagrams) that are dynamically updated based on the published CRM entities and Fields. You can pick a source entity and build ERD around it. It generate a VISIO output but also lets you pick CSV to document Entity relationships.

It generates a CSV having details like:

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It generates ERD in VISIO:

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Visio legend below:

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Hope it helps!


Check this out

{Issue resolution}Only secured content is displayed on CRM form/page

Have you ever been in a situation where you see this error pop-up at bottom of the CRM form:

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The reason you see this is most probably that CRM is running in https (SSL) and you have some component on IFRAME showing data in http mode.

It might be a website pointing to some external thing that you want to show in your CRM but since it is not in https, you see this annoying error all the time.

So what is the best way to resolve it?

There are 2 ways to resolve this one:

1. Set the website you are pointing to be using https (SSL) as well. This is preferred one but not always possible.

2. This is an internet explorer setting as per the following KB article: https://support.microsoft.com/en-us/kb/2625928

A detailed description here:

This message is telling you that there may be both secure and non-secure content on the page. Secure and non-secure content, or mixed content, means that a webpage is trying to display elements using both secure (HTTPS/SSL) and

non-secure (HTTP) web server connections. This often happens with online stores or financial sites that display images, banners, or scripts that are coming from a server that is not secured. The risk of displaying mixed content is that

a non-secure webpage or script might be able to access information from the secure content.

But be careful to use this resolution: Important: Internet Explorer blocks non-secure content by default and is set to prompt you when this is happening.

Changing this setting may make your computer vulnerable to viral, fraudulent or malicious attacks. Microsoft does not recommend that you attempt to change this setting.

For Windows 7:


To Disable/Enable/Prompt the “Only secure content is displayed” message:

1. From the start screen, type Internet Options.

2. Tap or click the Settingsoption below the Search box, and then tap or click Internet Options.

3. Tap or click the Secruity tab, and then tap or click the Custom Level.

4. In the Settings box, scroll down to the Miscellaneous section, and under Display mixed content choose from the following options:
Disable, will not display non-secure items.
Enable, will always display non-secure items without asking
Prompt, will prompt you when a webpage is using non-secure content

For Windows 7 and Windows Vista:

To Disable/Enable/Prompt the “Only secure content is displayed” message:

1. Start Internet Explorer.

2. On the Tool menu, click Internet Options.

3. Click the Security tab, and then click Custom level.

4. In the Settings box, scroll down to the Miscellaneous section, and under Display mixed content choose from the following options:
Disable, will not display non-secure items.
Enable, will always display non-secure items without asking
Prompt, will prompt you when a webpage is using non-secure content

Once you change this, it will not be showing up on your browser anymore.

Hope it helps!

{USEFUL TO KNOW}New naming conventions for Microsoft Dynamics CRM Updates

In the Dynamics consulting world, we have used various terms to explain product upgrades to our customers like Update Rollup, Service Packs, Service Pack Updates and now Update 1 and hence forth. At times, it becomes difficult to explain when customers ask the difference. Dynamics CRM team recently published most up to date explanation on the CRM updates:

Source: http://blogs.msdn.com/b/crm/archive/2015/04/14/new-naming-conventions-for-microsoft-dynamics-crm-updates.aspx

I am taking the main points from the text:

Understanding the version:

The first three numbers of the 7-digit version number tell you most everything you need to know about your update.

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Product names, versions, releases, and code names

The following table shows CRM Online product names with their associated version numbers and code names.

Product Name

Version
Descriptor

Version
Number

Release or
Update

Code
Name

Microsoft Dynamics CRM Online

Fall ‘13

6.0.0

Major release

“Orion”

Fall ‘13

6.0.1

Incremental update

None

Fall ‘13

6.0.2

Incremental update

None

Spring ‘14

6.1.0

Minor release

“Leo”

2015 Update

7.0.0

Major release

“Vega”

2015 Update 1

7.1.0

Minor release

“Carina”

The following table shows CRM (on-premises) product names with their associated version numbers and code names.

Product Name

Version
Descriptor

Version
Number

Release or
Update

Code
Name

Microsoft Dynamics CRM

2013

6.0.0

Major release

“Orion”

2013 UR1

6.0.1

Incremental update

None

2013 UR2

6.0.2

Incremental update

None

2013 SP1

6.1.0

Minor release

“Leo”

2015

7.0.0

Major release

“Vega”

2015 Update 0.1

7.1.0

Incremental update

None

The source table has more details to read. Thanks to awesome Dynamics team at Microsoft to put this together.

This will definitely help in answering customer queries on versions.

Hope it helps!

{Issue Resolution} The curious case of Inactive CRM 2015 Online instances

Recently came across an interesting scenario from one of our colleagues for our clients, when both the instances for online environment (sandbox as well as production) were inactive:

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I never witnessed such a situation when both the instances were supposedly down and first thing came to my notice is to check if CRM online was working fine for others, which is definitely the worst case

possible because we have amazing team Dynamics Engineering at Microsoft keeping CRM up and running at all times.

I checked with few people in the EU region and it seemed to be up and running. I was a bit surprised.

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A little querying with CRM experts made me suspect that there are definitely some places where we should be able to check it.

Often such scenarios are caused by inactive licenses for customers. The place to check this in in Office 365 admin centre under billing:

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If you see such an issue, more often than not it should be related to office 365 licenses: which you can check as per above screen.

Hope it helps!

Cleared MB2-704 MICROSOFT DYNAMICS CRM APPLICATION CRM 2015 Exam

Took my second CRM 2015 exam today and managed to clear it.

There were total 49 questions with passing marks of 700 in 90 minute’s time.

It was more focused on CRM 2013 SP1 enhancements for Service side and Sales module. Few features on CRM 2015 were also applied.

I also felt it was lot easier than CRM 2013 Applications exam. Refer to the below helpful post for the training material.

http://www.nzcrmguy.com/microsoft-dynamics-crm-2015-exams-elearning-courseware/

Hope it helps!

{DYNAMICS VERIFIED PROFESSIONAL}INTERVIEW WITH Karthik Srinivasan

 

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Karthik is an accomplished CRM Solution Architect with over 11 years of experience in Delivery Management, Pre-Sales, Solution Architecture and IT Advisory services.

His introduction in his own words:

“I have been living and breathing Dynamics CRM since its first release in 2003. Worked in over 20 large CRM implementations across the world.

Architected and delivered solutions on Microsoft Dynamics CRM and other products within the Microsoft stack in Public Sector, Banking & Financial Services, Health Care, Food & Beverages, Telecommunications and Information Technology.

Worked as a Full Time Employee in organizations like Microsoft, Avanade, KPMG and Tech Mahindra.

I’m now working as a CRM Solution Architect in Australia where I’m responsible for overall CRM solution architecture and delivery of all Dynamics CRM engagements under my purview.

My experience with Dynamics CRM has given me keen insight into the applications built on the CRM platform.”

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

Karth Srinivasan

Solution Architect

Linkedin : https://au.linkedin.com/in/karthsrinivasan

Rockstar365: http://rockstar365.com/karthiksrinivasan

2. What does an average day at work look like

The day has to begin with a ‘Flat-White, Extra Hot, and No Sugar’. Then it moves on me catching up with e-mails, looking at my calendar to see what meetings I have. Then it moves on to the other interesting stuff.

Usually, it’s a combination of Pre-Sales meetings with the prospects, meetings with the customer on design decisions on CRM and CRM Roadmap, CRM Practice development (designing some of the service offerings).

Of late, I have been trying to keep me updated with all the CRM stuff by reading blogs such as yours, and the Dynamics CRM Community forum. This is something I try to do over the lunch.

3. What different roles/Job titles have you had whilst using CRM

Technical Consultant à Techno-Functional Consultant à Functional Consultant à Solution Architect à Pre-Sales and Practice Lead roles

4. What job did you did before you starting using CRM

Did a bit of .NET and Java development.

5. What was the first version of Microsoft Dynamics CRM you worked with and how long have you been using Microsoft Dynamics CRM

I was trained on Dynamics CRM 1.0 by Pritpal Singh (You know him). This was in 2003. Then, embarked on a large CRM 1.2 project for one of largest health-care/nutrition customers based out of Europe.

That’s when Microsoft realised CRM 1.2 was not going to fit this client’s business. They released a CRM 2.0 (very specific to this customer) in 2004. This version was later relabelled as CRM 3.0.

Since then, I have worked on all versions of CRM.

6. How do you stay up to date with the CRM

It’s getting harder by the day to be honest. Technology around CRM is moving at a rapid pace. I try to make up for it by using my lunch break and travel time to go through the CRM community forums

and reading interesting blogs articles.

7. What one feature would you add to CRM Product.

There are two features that comes to my mind –

(1) ‘Not In’ searches using Advanced Find – Advanced Find is such as powerful tool once the users get used to it. It’s a shame that we have to retort to workarounds or develop custom reports just because the left-outer joins

are not supported using Advanced Find.

(2) ‘Child-Parent BU access levels’ – We have the ‘Parent-Child’ BU access levels which enables the users at a parent BU to access records at a child level. But there are number of scenarios where in the users of the child BU need

access to the records at the parent level. What if this is available out of box instead of us having to use teams or custom development?

8. What is the best tool/solution you have used recently

I think Kingswaysoft SIS Adapter and Azure Service Bus are great products. These tools aren’t very expensive which means the overall development effort reduces drastically.

Azure service bus can be a very good alternative to custom web services or when the customer needs a low-weight ESB.

9. What CRM certifications do you have, do you try and keep up to date with CRM certifications

All certifications with CRM 3.0, 4.0 and 2011. They were all taken up when I was with Microsoft. J

In my opinion, practical knowledge and experience weighs more than these certifications. But our consultants need to have these certifications in order to get a Microsoft Gold Partner tag.

10. How important is it to have good business analytical skills working with Microsoft Dynamics CRM.

Very important. Especially if you are working on business applications such as ERP and CRM. Even if you are configuring a field on a form, ask yourself and the business, what benefits the end users would get out of it.

10 How useful is it to have programming knowledge to become a good Microsoft Dynamics CRM Professional?

I started off as a developer, and I’m now reaping the benefits of it. Although, I don’t code anymore, I know what’s required to build a product, how long does it take to build, and that’s how I can present a cost-benefit analysis to the clients.

11. How often do you travel as a Microsoft Dynamics CRM Professional?

I had an 80% travel component while I was at Microsoft. Now that I’m married, family takes the priority. Don’t travel as much.

12. Can you see yourself not using CRM in your career in the future

Don’t know to be honest. But, had your question been ‘Can you see yourself not using a Microsoft product in your career’ – my answer is NO.

13. What are your hobbies outside of CRM

I love travelling (outside work), love sports – especially cricket, photography is something I’m trying to pick up.

14. What was the last book you read and what was the last film you watched

‘Playing it my way – Sachin Tendulkar’ J

Yesterday, I watched ‘Scent of a Woman’. I would have watched it umpteen number of times.

15. Has CRM ever got you in trouble with your partner/family.

My wife hates CRM. Not because she knows or uses the product, but because I speak to her about all the time. J

I tried showing her the Power BI add on for Dynamics CRM and the use of natural language there. The end result was I had to no dinner! J

16. Have you friends ever told you to stop talking/tweeting/blogging about CRM? What does your partner/family member(s) think of CRM

All the time! My wife hates CRM! Thanks to me. She doesn’t know much about SFDC, but she likes SFDC. J

17. Tell me something interesting/unusual about yourself

I love to shop! J

18. Who is the first CRM Expert you remember reading/seeing

This is a tough one. Let me think. I think that would be Philip Richardson. Back then, he was the Product Manager in Redmond.

19. Tips for someone who wants to become a CRM Expert

Be open to learning; you are never an expert – there’s always something new to learn.

Be active in the Dynamics CRM community forums, read blogs, think of innovative solutions using CRM to present your clients.

Have a mentor – it’s very important to have a mentor at all stages of your career.

As a token of appreciation, here is a certificate from my end:

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Happy CRMing!

{QUICK TIP}Top 4 Reasons why Business process flow documentation is needed in Dynamics CRM Implementations

With the advent of Business process flows in CRM 2013, CRM out of box can also cater to business process flows modelling the real world problems in more effective manner.

With that, there is a need to consider documentation of the business process flows properly as well.

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Below is a list of top 4 reasons why this is absolutely needed:

1. Documentation and Standardization:

You may think that this applies mainly to large organizations, but small companies can greatly benefit from documenting their processes as well.

Small enterprises need to be nimble and organized. Standardizing their processes is a great way to achieve this.

The best way to start doing that is to document, draw flows right from the start!

2. Continuous Improvement:

Business process flows don’t manage themselves. To ensure that you are meeting your customers’ needs, you need to take control of your business processes.

The first step to effective management is to define the current state of your processes by creating an “As-Is”. This allows you to analyse your processes for inefficiency.

After you have identified areas for process improvement you can leverage them for continuous improvements!

3. Regulatory and Quality Management Requirements

Your business processes may be subject to regulatory requirements, which requires that your processes be clearly defined and documented.

4. The Big Picture!

Documenting the business processes will definitely make you look at the bigger picture and understanding the business is key in ERP software.

Once you understand the business better, you will always make customer happy!

Hope it helps!

Thanks Microsoft for the DYNAMicS CRM MVP AWARD

MVP_BlueOnlySmallI was awarded for the first time  MVP award for Dynamics CRM. I am  really excited and happy. I  am looking forward to working and learn with great MVP professionals

for the next year and beyond. It has been a great journey so far for me and blog has been an integral part of it.

I want to thanks everyone in the community that view my videos on read my blog, my CRM YouTube channel  and finally follow me on twitter and other social media networks.

Thanks Microsoft within the organisation as well which gave me the boost to start leveraging my ability well, both when I was an employee and now when I am serving the community.

Happy CRMing!