Microsoft Dynamics CRM

{Quick Tip} Considerations during a Dynamics 2016/Dynamics365 Upgrade

Are you a customer or you have a customer who is still on an old version of Dynamics CRM like CRM 4.0 or CRM 2011?

Are you planning to upgrade to either Dynamics CRM 2016 or Dynamics 365?

Are you migrating to the cloud directly (Dynamics 365 online) or you wish to upgrade first to an on premise version and have a vision to go to the cloud in the near future?

Since there has been so long that you have upgrade – do you wish to also re-engineer, re-design and improve your business processes along with the upgrade implementation?

This are some questions which frequently get asked around me on Upgrade assessments.

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Here are some quick high level recommendations to consider before making the choice:

· Consider that between Dynamics CRM 4.0/ CRM 2011 there is gap of almost 4 versions to Dynamics 365 – CRM 2013, CRM 2015, CRM 2016 and Dynamics 365 (I have skipped mentioning the Service packs,

   Update 1 or rollups of each version in between). This fact adds to technical complexity for the upgrade.

· It might seem very simple to add re-engineering, re-design and improvements to an Upgrade project but since there is no straight upgrade path, try and better understand the technical complexity involved.

· Understand deprecated features and ways to re-implement them. Understand that Deprecated features will result in re-design and re-design meets fresh development to maintain existing functionality.

· Understand that existing features might be able to be mapped to out of box features of Dynamics CRM 2016/Dynamics 365 and try and implement a re-design for such features which might mean fresh configurations or some development.

    Doing this will help in giving longevity to your implementation on the latest platform.

· If you have tighter deadlines, skip the improvements and re-design wherever you can concentrate on the technical upgrade.

· Understand that Dynamics CRM 2016 Platform/Dynamics 365 platform has improved and usability has changed in multiple places. This will require proper User training and such effort needs to be incorporated into the Upgrade effort.

· In case you are upgrading to the cloud, this has impact on how technical implementation has been implemented and how CRM is administered. For instance, there is no direct database access in case of CRM online which you have readily available in CRM on premise.

Hope it helps and Happy CRMing as usual!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Get in touch here: Click here

ABOUT THE AUTHOR:

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

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Microsoft Dynamics CRM

{Quick Tip}QR Code Reader using Dynamics 365

Microsoft Dynamics 365 has a new feature which you might have read about: A BAR code scanner visual control.

However, there is another hidden gem of this control. Lets see it in action:

· Adding a single line of text field called QR Demo to Account entity:

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· Drag the field on the form and Select controls tab, Barcode scanner:

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· Select the control and select Barcode scanner for Tablets and Phones:

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· Click Ok, Save and Publish the field and customizations. Next we move to Dynamics CRM App for Phone:

QR Code Reader in Action:

· Following QR code is available to scan:

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· Open the Dynamics 365 Phone App, select the QR demo field and tap highlighted icon:

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· QR code scanner will open up:

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· Code is now scanned and filled into the field:

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Great stuff, isn’t it. Go try it out yourself.

Hope it helps and Happy CRMing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Get in touch here: Click here

ABOUT THE AUTHOR:

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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

Microsoft Dynamics CRM

{Quick Tip} Enabling Custom entity for Quick Create

In one of the recent query asked to me, Quick create form was created for a custom entity

but was not appearing in the Quick Create Menu:

After researching, solution was as follows:

In Entity customizations, there is option to Enable Quick create which was not selected:

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Once the changes are published, Entity is available in the Quick create area:

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Hope it helps and Happy CRMing!

ABOUT THE AUTHOR:

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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

Microsoft Dynamics CRM

{Quick Tip}List of Supported languages for CRM 2016

We were looking for list of supported languages for CRM 2016 and could not find documented list of combinations.

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Here is a quick list as per available options in Microsoft download centre(Click here):

 

  • English
  • Arabic
  • Basque
  • Bulgarian
  • Catalan
  • Chinese (Hong Kong SAR)
  • Chinese (Simplified)
  • Chinese (Traditional)
  • Croatian
  • Czech
  • Danish
  • Dutch
  • English
  • Estonian
  • Finnish
  • French
  • Galician
  • German
  • Greek
  • Hebrew
  • Hindi
  • Hungarian
  • Indonesian
  • Italian
  • Japanese
  • Kazakh
  • Korean
  • Latvian
  • Lithuanian
  • Malay (Malaysia)
  • Norwegian (Bokmål)
  • Polish
  • Portuguese (Brazil)
  • Portuguese (Portugal)
  • Romanian
  • Russian
  • Serbian (Cyril ic)
  • Serbian (Latin)
  • Slovak
  • Slovenian
  • Spanish
  • Swedish
  • Thai
  • Turkish
  • Ukrainian
  • Vietnamese

Hope it helps and Happy CRMing!

ABOUT THE AUTHOR:

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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

Microsoft Dynamics CRM

{New Preview Feature}Relationship Insights for Dynamics 365: Part 1

Relationship assistant is a new preview feature released by Microsoft. It keeps an eye on your daily actions and communications and

generates a collection of action cards that are displayed prominently throughout the application to provide tailored, actionable insights.

· Navigate to Settings-> Relationship Insights

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· Accept the terms Checkbox and click Continue

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· Oops! Things don’t work out yet:

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· Go back to Settings-> Administration->System Settings->Preview:

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· Click Ok.

Note: Relationship insights is a Preview feature.

Navigate back to Settings->Relationship Insights. Things work out this time:

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In the remainder of this post, Let us explore one of the components of Relationship assistance – Base cards. Click on base card and you will see:

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Click Save and Navigate to Service Overview dashboard:

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You will see Relationship assistant coming to assist you in your day to day work:

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As per official documentation, Please note that as of 24/01/2017 this feature is only available for North America data centres.

Thanks again and Happy CRMing!

ABOUT THE AUTHOR:

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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

Microsoft Dynamics CRM

{Happy milestone} Celebrating 490+ Followers and 200000+ 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.

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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.

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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!

ABOUT THE AUTHOR:

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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

Microsoft Dynamics CRM

{New Tool} Crypto for Dynamics 365

It has been a while that there was a new tool being published from my end on Dynamics CRM. One of the recent things that I noticed which was needed was the ability of people to be able to encrypt sensitive/critical information.

This is particularly relevant in some scenarios in Dynamics 365 implementations such as:

  • Storing Credit card information in Dynamics 365
  • Storing bank account details in Dynamics 365
  • Storing sensitive information such as Public service numbers in Dynamics 365(For example Social security number in US, etc.)

In all such scenarios, there is need to encrypt certain fields in addition to field security. Me and fellow CRM community member Simaranjit researched about this and have come up with a set of workflow activities which let you encrypt and decrypt the fields that you wish. Not only that you can choose between two encryption standards:

AES Encryption

AES (acronym of Advanced Encryption Standard) is a symmetric encryption algorithm.

The method looks like this:

  • From the 128-bit key, AES generates 10 keys of 128 bits each.
  • These keys are placed into 4×4 arrays.
  • The plain text is also divided into 4×4 arrays (128 bits each).
  • Each of the 128-bit plain-text items is processed in 10 rounds (10 rounds for 128-bit-keys, 12 for 192, 14 for 256).
  • After the 10th round the code is generated.
  • Each single byte is substituted in an S box and replaced by the reciprocal on GF (2 8).
  • Then a bit-wise modulo-2 matrix is applied, followed by an XOR operation with 63.
  • The lines of the matrices are sorted cyclically.
  • The columns of the matrix multiplication are interchanged on GF (2 8).
  • The sub-keys of each round are subjected to an XOR operation

MD5 Encryption with TES Algorithm

The MD5 algorithm is a widely-used hash function producing a 128-bit hash value. Due to its vulnerabilities, we have combined the MD5 algorithm with another algorithm Triple DES Cryptography to enhance its performance. A configured alphanumeric string is used for computing the hash key.

Here is a video demonstrating the tool:

Here is the download link: Click here

Note: This is one way of encryption/decrypting CRM data and adding additional security on top. CRM provides encryption over the database as shared on following link:  Click here

Hope it helps and Happy CRMing!

ABOUT THE AUTHOR:

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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