Have you been using Sales content pack for Power BI to report and do analytics on your CRM sales data.

Also, are you using CRM for Service and missed Having Power BI for Case management? Well good news for you.

Here is a Step by Step and Overview for Microsoft Dynamics CRM online Service manager content pack for Power BI.

Login to your Power BI tenant and then choose services:

Search for CRM and Pick newly available Service manager for CRM, This has been released now:

Click Get on the next screen:

Mention your CRM URL:

Clicking Next on above screen will open up, Choose Oauth2 and sign in:

Next, you will enter your credential and processing will start for your connection:

Now, system will setup and Default Power BI dashboard for Service will load:

Cool isn’t it, let’s explore some of the Power BI tiles now:

This isn’t enough, just choose Quick Insights tab on your dataset:

Now give some time for Power BI magic:

Next up, there will be some cutting edge insights based on your data available to you:

Need some help with Power BI and Dynamics CRM, just get in touch.

Hope it helps and Happy CRMing!

If you liked this Power BI and CRM magic, do let this little CRM chap know.

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Have you seen Interactive Service hub feature introduced in CRM 2016? You can configure custom entities to appear in your Interactive Service Hub UI:

During Entity creation, remember to tick this option:

During field creation, remember to tick this option if you want to have sorting and filtering for that field in Interactive Service hub:

Next, want to navigate to the Interactive Service hub. Now this can be done Via Sitemap itself.

Settings->Application ->Interactive Service Hub

It’s significantly faster to Load now in CRM 2016 Update 1!

Newly selected entity is available now:

Hope it helps and Happy CRMing!

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CRM consulting is a tough industry. It involves trying to compete in wide range of CRM providers with almost similar features – both in cloud and server based editions.

Here are top 3 things to consider in CRM consulting:

1. Do not let your Sales Team Over-Sell or Under-sell CRM:

Often is the case that Sales teams or Management in your consulting firm might just not sell CRM in the right manner. It might be an over-sell or under-selling a CRM feature. Thus, some senior people from Delivery teams need to be involved when selling the CRM product or even when selling a CRM implementation.

2. Manage the CRM implementation scope:

Right from Day 1, Scope needs to be given importance. Too many consultants are willing to go out of their way to please the client. That is great attitude to have. But too many clients abuse that attitude. As result, your team will get exhausted and you will be questioned internally for the losses being occurred on the implementation.

How to deal with project scope?

You need to be aware when to give in and do small changes and when to ask for a change of scope requirements. This analytical ability doesn’t develop overnight – it only comes with experience, you as a Consultant or consulting firm should always be looking to learn and keep trying to maintain scope.

3. Inexperienced Project or Technical lead running a CRM project

CRM has always been an area where skilled resources are in crunch. This doesn’t mean that you should go out as a Consulting firm and get a professional, train them few weeks and put off to lead or manage a CRM project. This is often a recipe of disaster.

Instead, sufficient time should be given to find experienced candidates to do the job.

Hope it helps and Happy CRMing!

If you are looking for the right CRM consulting, just get in touch!

Hope it helps and Happy CRMing!

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Have you ever wanted to get quick insight with your customer while on the move on your Phone or Tablet?

CRM 2016 Update 1 introduces Company news timeline solution to your aid.

First thing, you will need to navigate to Office 365 Admin center and Pick CRM:

Click Solutions on the next screen:

Pick Company News Timeline and Select Install:

Agree to the terms and user by Clicking Install:

Refresh your page after 5-10 minutes and this component should be installed now:

Next Open your CRM App:

Now whenever you will open CRM for Phone or Tablet App you will have Company News Timeline powered by Bing right in your phone app!

On my Microsoft Customer data here is the example:

Hope it helps and Happy CRMing!

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Have you ever had requirement to make a custom Parent account field in your Dynamics CRM implementations?

Well – the field which can point to both Account as well as Contacts.

This field was restricted to only few entities like Case, Lead, Opportunities, etc.

Not anymore.

With CRM 2016 Update 1, you have the ability to create Customer field type AKA “ShanMC Field Type”. Look at the screenshot for a custom entity below:

This is a great addition!

Next request to the Product team – Please allow a custom Regarding field as well!

Hope it helps and Happy CRMing!

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First things first, Organisation insights is a preview feature – so we need to enable it

Go to System settings and Enable:

After hitting OK, You can navigate to Sales -> Dashboards -> Organisation Insights Dashboard:

It lets you have following components:

· Active users

· Most Active Users (Reads)

· Most Active Users (Changes)

· Active users performing specific operations: This one gives a plot of various events:

· Total Operations

· Total Page Requests

So, you can go now and have insights for your CRM org!

Hope it helps and Happy CRMing!

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Ever been in a situation to do advanced analytics with CRM online?

Now there is a way to embed POWER BI tiles right into your CRM Dashboard!

First things first ! Go to Power BI website for a login:

You can choose Get Started free:

On this screen, since I am signed into Office 365 and just said Start:

Next you will be presented with a welcome screen, Pick My organisation:

Then choose Services, Search for Sales and Pick Microsoft Dynamics CRM Online:

Choose Oauth2 for authentication and specify Organisation Data service URL:

Once setup, you will have Sales Performance Dashboard in POWER BI!

Now, For CRM Configuration

Go to Go to Settings > Administration > System Settings.

On the Reporting tab in the Allow Power BI tile embedding option, select Yes to enable.

Cool, Now go to Sales-> Dashboards and Click New

Select the POWER BI Tiles you want to choose:

Hit Ok, same way select others and Save Dashboard.

Awesome, Power BI right into your CRM Dashboard!

Hope it helps and Happy CRMing!

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CRM is changing and very quickly – The way we guys configure and use CRM is also changing very fast.

This is a quick publish article covering a great new feature my colleague recently updated me on for CRM 2016 Update 1.

Remember the requirement where we needed to write custom code to automatically create SharePoint folder for document management when any entity was created.

Something like this: https://community.dynamics.com/crm/b/aeonnexuscrm/archive/2015/10/02/auto-create-sharepoint-folder-in-crm-online

Well, now it’s all configuration!

Here is a step by step:

· Go to Settings -> Document management -> Enable Server-Based SharePoint Integration

· All Topologies are supported now, in my case I am doing Online so selected the same:

· Apply SharePoint site URL and Click Next:

· Click Enable

· Success Message! Click Finish and before doing that Check the checkbox:

· Start selecting the entities(In my test org Account is renamed to Department) and mention SharePoint URL, Click next:

· Select as per below screenshot, notice that there is option for Automatic folder creation:

· Click Next and then Finish:

Now for some quick check: Created an Account:

Document folder was automatically created:

From SharePoint:

Great work Product team!

Hope it helps and Happy CRMing!

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Today’s post is a quick survey to check where do you guys need to use Plugins in Dynamics CRM.

I have given some common options, if you do not find an option, Please  mention it.

Thanks a lot and Happy CRMing!

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CRM makes you re-learn your tricks of the game with each version. I had written this workaround for refreshing CRM 2013 form when the trick we guys used to use stopped working for CRM 2011:

https://dynamicsofdynamicscrm.com/2014/04/03/refresh-crm-2013-form-using-script/

This time I was suggesting this workaround for CRM 2015 and It would just not work for Save.

We ended up in a loop of refreshes for the form:

Well, no worries here is CRM 2015/2016 compatible solution:

· Add Modified on to your form

· Add following on change function to Modified on field on the form.

function onChangeModifiedOn()

{

//Needed to set form dirty to false explicitly as it is not done by platform

Xrm.Page.data.setFormDirty(false);
var Id = Xrm.Page.data.entity.getId();
Xrm.Utility.openEntityForm(“entityname”, Id);

}

Note: This has to be only triggered for existing form types, This will not work on Create mode.

This will solve your problem and save the day for you. Hope it helps and Happy CRMing!

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