{CRM 2016 Update 1} Overview and Step by Step for Relevance search in Dynamics CRM

Relevance search is a new feature that came up with CRM 2016 Update 1. In case of Relevance search basically uses concept of scoring – so more the score more relevant is a search term.

Underneath Relevance search utilizes same concepts as Azure Search.

So, here is a quick overview:

Since it’s a preview feature you will need to enable it in Settings->Administration->System settings->Preview.

clip_image002

Once you select yes and enable it, we need to navigate to Customizations:

clip_image004

clip_image006

Select the entities you want and click ok.

Now, field level, you can configure fields to include under Quick find columns:

clip_image007

Above is sample for Account entity.

Next thing when I try to search for Datum under Search box:

clip_image009

Nothing is found, but we also have an option for Use Relevance search:

clip_image011

It finds it using power of Azure! Great feature.

How does it work? Here is the architecture referred from Technet:

clip_image013

There are some limitations and considerations. Detailed Read:

https://technet.microsoft.com/en-us/library/mt723654.aspx

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Survey results} Scenarios for which Plugins are used in Dynamics CRM

Thank you all for submitting your valuable feedback. Here are the results.

There were total of 67 votes submitted and here is where we CRM people use plugins for:

image

Other scenarios included:

 

image

A late entry in others is SMS integration.

Hope it helps, Happy CRMing!

Do not forget to share!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{POWER BI} Unleashing POWER BI to do Map based analytics

Do you have data stored in CSV/Excel files and wished you could do some map based analytics with it. Well POWER BI lets you do all of that?

Here I have collected a random data of my Blog traffic across regions and am uploading this into POWER BI desktop:

clip_image002

Launching POWER BI desktop:

clip_image003

Once Loaded:

clip_image004

Now I can do some insights on this data:

On visualizations I took Filled map, Chose Country as Latitude and Hits as Longitude:

clip_image005

Here is the result:

clip_image007

Not only did it plot all content, it has relevant tooltips for each region with color encoding:

clip_image009

Pretty cool, isn’t it?

Well, just wait. The next thing I am going to show is I am going to get Hits added to the filter, For this I am just dragging the field for Hits to Page Level filters area:

clip_image010

Once dragged, it will look like below:

clip_image011

This coloured up regions where there were more than 100 hits:

clip_image013

In case you need any assistance for POWER BI, just get in touch.

Hope this helped!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{POWER BI Step by Step} How to connect POWER BI Desktop to CRM online?

Do you want to use POWER BI for something other than what content packs for Sales and Service offer in CRM Online.

Well, you can – you just need to user POWER BI Desktop. Here are the steps:

Click on Get Data and select below options:

clip_image001

clip_image002

Click Connect and mention Org service URL:

clip_image004

Click OK and on next screen Choose Organisational account:

clip_image006

Clicking Sign-in will open up Office 365 Login page, Enter your office 365 credentials:

clip_image007

Once credentials are specified, Click Sign in and you should see following screen:

clip_image008

The message “You are currently signed in” must appear. Click Connect now.

This will start Configuration. Once configured, you will be presented with the following screen:

clip_image009

If you need any POWER BI or CRM assistance, just get in touch.

Hope it helps and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{CRM 2016 Update 1} Step by Step and Overview: Microsoft Dynamics CRM online Service manager content pack for Power BI

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:

clip_image002

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

clip_image004

Click Get on the next screen:

clip_image006

Mention your CRM URL:

clip_image007

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

clip_image008

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

clip_image009

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

clip_image010

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

clip_image012

clip_image014

clip_image016

clip_image018

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

clip_image019

Now give some time for Power BI magic:

clip_image020

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

clip_image022

clip_image023

clip_image025

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.

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{CRM 2016 and 2016 Update 1} Enable custom entity for Interactive Service hub

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:

clip_image002

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

clip_image004

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

Settings->Application ->Interactive Service Hub

clip_image006

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

Newly selected entity is available now:

clip_image008

clip_image010

clip_image012

Hope it helps and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Quick Tip} Top 3 things to remember in CRM consulting

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.

clip_image001

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.

clip_image002

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!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{CRM 2016 Update 1 }Step by Step and Overview for Company news timeline for your Phone and Tablet App

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:

clip_image002

Click Solutions on the next screen:

clip_image004

Pick Company News Timeline and Select Install:

clip_image006

Agree to the terms and user by Clicking Install:

clip_image008

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

clip_image010

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:

clip_image012

Hope it helps and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{CRM 2016 Update 1} Look for new Data Type “Customer” in Dynamics CRM

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:

clip_image002

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!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{CRM 2016 Update 1} Organisation Insights Dashboard in Dynamics CRM

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

Go to System settings and Enable:

clip_image002

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

clip_image004

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:

clip_image005

· Total Operations

· Total Page Requests

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

Hope it helps and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en