Microsoft Dynamics CRM

Supported and Upgradeable approach to colour some relevant CRM form fields for Dynamics CRM.

I have been getting lot of queries on my earlier blogs in which people look for approaches to colour Text field or other CRM form fields.

This blog is to just mention the most supported approach. Look at the Account form below:

clip_image002

If you notice Account name highlighted in yellow, the field text value is marked in red. I have used html web resource to achieve this:

<!DOCTYPE html>

<html>

<head>

<style type=”text/css”>

input, select, textarea {

color: red;

}

</style>

</head>

<body>

Account name: <input type=”text” name=”FirstName” value=”Test”><br>

</body>

</html>

With a little more scripting using Xrm namespace you can add the setting of actual CRM field. Also, you can apply CRM look alike CSS to the html web resource.

Hope the approach is clear. Also, this is not suggested if the number of fields is too many.

Hope it helps and Happy CRMing.

Do leave me comments if you want to discuss.

Microsoft Dynamics CRM

{Happy milestone} Celebrating 100+ Followers,197 posts and 50000+ hits

Today, I am posting a special thank you note to all my followers, readers and kudos to you for making this milestone happen for me.

image

In July 2013, I started writing some articles on Dynamics CRM, developing some tools in my spare time. Getting involved with various kind of experiences on Dynamics CRM.

This blog has over time been a keen source of inspiration for myself to keep learning, sharing ideas and connecting with some great minds. 

Thanks again and Happy CRMing!

Microsoft Dynamics CRM

Understanding CRM FEATURES being from .net BACKGROUND

One of the main roadblocks I see for several .NET companies and developers is to get into Dynamics CRM mind-set. For somebody who has been doing .NET development for several years

only doing .net way not looking to fit inside the box, extend around Dynamics CRM in the core using techniques which have been successful with extending CRM rather than fitting .net approaches ,

getting into Dynamics CRM implementations can be a total nightmare.

I will like to cite few examples I have seen over the years talking to various teams I have been part of on Microsoft stack of implementation. At times even a mixed implementation between Microsoft products and others.

More often than not I have not faced issues trying to make the simple facts clear to the technical audience about how Dynamics CRM implementations can be implemented, managed.

Over the years, I have to say it has only become easier to make people understand the need of a particular approach with Dynamics CRM. But the hardest part of the discussions have been to convince at times people from

.net background about the particular implementation. So, here are few of the major things I noticed:

· Implementing a design pattern in CRM platform for instance like MVC: Since the product has its own design architecture, anything which needs to be done needs to fit into the CRM architecture.

· Performance concerns on Dynamics CRM product: Just because Dynamics CRM performance tuning is unique and you need to have product knowledge does not mean that CRM cannot be tuned. Just like another product,

it can be drastically improved in performance. However, to improve performance doesn’t mean that in CRM you can go and change system stored procedures at database layer for instance.

Why: simple, because it’s part of product package and to maintain warranty you cannot think to tune it that way!

· Although CRM on premise provides a website, it doesn’t mean we can go ahead and design web pages. We need to start think from Entity level and then design the forms.

· CRM Security model is too complex: Dynamics CRM is made for business and provides lot of security features. It does not mean that we need to implement each security feature in the implementation.

Use only what you want and reduce the complexity of your CRM security implementation.

· CRM as a rule engine: I find the product to be a great fit for doing rule engines based implementation because of the ability to extend, reuse and customize even the business logic using plugins, workflows

and even from client side of things.

· CRM for Data processing: I find the product a great fit for data processing because ultimately it is meant to store customer data and it is fit for processing that data. Just while designing, you need to be

careful of how CRM can effectively process your data.

· Be careful on what you are Auditing: The auditing can be only good for relevant fields and entities, otherwise just a performance and storage nightmare, so care needs to be given to see what needs to be

audited and what not. It parts integral part of Out of box CRM framework.

· Custom UI within CRM: CRM gives full freedom to design custom UI but since it just gives feature to extend, development of custom resources needs time. So, it needs to be scoped accordingly.

It doesn’t anywhere mean CRM limits the form design.

· Comparison of a scripting language (HTML/PHP) with CRM: It is like comparing a framework which CRM considering only the presentation layer without considering all the other layers that CRM platform provides.

The above list is just the major things that I have witnessed during my discussions with .net experts. All the points are my way to explain few of the CRM specific approaches in a very generic manner.

Hope it helps and always happy to hear the feedback in comments, make corrections if the information is not clear enough.

Happy CRMing!

Microsoft Dynamics CRM

{New information}Some limitations to be careful about on CRM 2015 outlook client

Recently I was asked to share some information with respect to the limitations on CRM 2015 outlook client. After a careful consideration, this are issues which might be addressed. The ones listed below are

the ones already mentioned by Microsoft and what i investigated for an old colleague for his specific requirements:

Home address can get moved to CRM Address 2 field. Be aware of following mapping:

Outlook/Exchange field

CRM field

Mailing Address/Business Address

Address 1

Home Address

Address 2

Other Address

Address 3

Cannot add a related record while you are offline on CRM 2015 Outlook client.

While offline, you can’t add a related record type by using the Add button (+). So, the user experience has to be add the related record type while you’re online, and then go offline.

Inserting a picture from file into an appointment is not supported.

If you do add so, inserted picture will convert to text.

Some fields will synchronize data even if they are not part of field synchronization settings.

For example, in case of task certain fields will need to be synchronized by the CRM system.

Synchronization for Activities and Service appointments is unidirectional.

Changes made to Service Appointments and Activities in CRM will update in CRM for Outlook when you synchronize, but the reverse is not true. When you make changes to Service Appointments

or Activities in CRM for Outlook, the changes are not synchronized to CRM.

Sharing Calendar on Outlook for somebody else to work and sync your appointments is going to cause synchronization issues.

Consider the scenario where Managers share their calendars to their subordinates so that they can plan appointments for them. This will have synchronization issues as it is not same as the manager themselves syncing their appointment.

This is the summary of extract from TechNet article and also based on learning from investigation on CRM outlook client myself.

Note: IF you have more information to add, leave in the comments and I will update the content of this article.

Hope it helps!

Microsoft Dynamics CRM- others

Codeless Data Migration to Dynamics CRM using KingswaySoft

This is just great information

Dipankar's Dynamics 365 (#DBDyn365) Blog

Data Migration or Data Integration is a very common task in most of the Dynamics CRM deployments. Data migration often becomes complex with the following:

  • The diversity of data and systems
  • Data integrity
  • Time-consuming for large data set
  • The complexity and intricacy when working with Microsoft Dynamics CRM web service interfaces

Data quality is often very key to user adoption and lack of it can make the system unusable. The bigger question has always remained,

what tool should we use for quick data migration?

At the very broad level, there are two different approaches available for data migration/integration with Dynamics CRM, namely –

  • Leverage existing technologies and tools
  1. Dynamics CRM Import Wizard
  2. Extract – Transform – Load (ETL) tools
    • Sql Server Integration Services
    • Informatica
    • Scribe
    • Connectors for Dynamics CRM shipped by Microsoft
  3. BizTalk/Service Bus
  4. Other tool…
  • Write your own tool

In this post I’d discuss Data KingswaySoftMigration using SQL Server Integration Services (SSIS). SSIS does not…

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