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What is an Entity? #msdyncrm

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What is a Microsoft Dynamics CRM Entity?

Think first about a table within a database and then add more. A entity in CRM is one focal point of data including a set of fields, a set of views, a set of forms, a set of relationships and more.

An  entity includes an unlimited number of system views that display the data in a spreadsheet like format. Views can also include related data.

An entity includes an unlimited number of data entry forms, although many rollouts have one form per entity. A form is a set of fields laid out in a manner that allows easy data entry. Forms can be tied to security roles.

An entity  includes relationships to other entities. For instance you have an Account entity that has a relationship to a contact entity and this relationship is one account to many contacts. You can also have different types of relationships including One to Many, Many to One, and Many to Many.

An entity includes Charts. A chart is a graphical representation of the data that is contained in the entity and it's related entities. Charts can also be filtered and displayed based on the views.

An entity includes system messages that can be configured.

An entity can be named or renamed to represent the specific needs of a business. Take for instance Account, the Account entity can be renamed to be Company, Corporation, Building, Farm, Sign, Hospital, Department, Office and more.

New entities can be created to meet the demands of many different types of businesses and data tracking.  


Sending Emails Through Mobile Express in Dynamics CRM

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Mobile Express for Microsoft Dynamics CRM is an optimized set of web pages specifically designed for phones and other small screen devices access CRM data. As long as your mobile device’s browser supports HTML 4.0 (or newer) and JavaScript, you have met the basic requirements to use Mobile Express and don’t need to install any other app to use with Microsoft Dynamics CRM. In this blog we will focus on how to send emails through Mobile Express.

Introduction

As you can see from the screenshot below, out-of-the-box, there is no way create an Email Activity from Mobile Express.

Sending Emails Through Mobile Express in Dynamics CRM

This functionality may be missing is because Mobile Express doesn’t allow for formatting, email signatures, etc. The good news is, if sending a quick email is more important than the email looking “pretty”, we can do a couple of easy configurations to make this possible through this solution.

How to Configure Mobile Express to Send Email

 

  1. Create a custom activity type called “Email for Mobile”. Make sure it is available only through CRM for Phones and Tablets. This will ensure that Outlook or Web Client users don’t create these activities.

    Sending Emails Through Mobile Express in Dynamics CRM

  2. Setup a Workflow Process as below. This workflow will send an “Email” when an “Email for Mobile” activity is created.

    Sending Emails Through Mobile Express in Dynamics CRM

  3. When you login to Mobile Express, you will this this new Activity type as below.

    Sending Emails Through Mobile Express in Dynamics CRM

  4. When you tap on “Email for Mobile”, you will see the Create button.

    Sending Emails Through Mobile Express in Dynamics CRM

  5. When you tap on ‘+’, you will see a form similar to an Email.
Sending Emails Through Mobile Express in Dynamics CRMSending Emails Through Mobile Express in Dynamics CRM

6. Fill-in the details and tap Save.

Sending Emails Through Mobile Express in Dynamics CRMSending Emails Through Mobile Express in Dynamics CRM

7. On saving the form, the workflow will trigger and will create a corresponding email activity and also send the email. This email can be seen in the “My Sent Emails” view and also in the receiver’s Inbox.

Sending Emails Through Mobile Express in Dynamics CRMSending Emails Through Mobile Express in Dynamics CRM

In this way, users can send emails from Mobile Express using “Email for Mobile” and CRM will make sure that the email is not only send but is also visible in the Activity history.

Hope you like this post and if you need any help, please reach out to the CRM Experts at PowerObjects!! Stay tuned and we will bring to you more tips, tricks and CRM education from Microsoft Dynamics CRM world.

Happy CRM’ing!

The post Sending Emails Through Mobile Express in Dynamics CRM appeared first on PowerObjects.

Marketing Automation Tools – News, Tips & Analyses | LinkedIn

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LinkedinGroup (3)

The goal of this group is to post news, tips and analyses of the different Marketing Automation Tools offered by Business & Decision: Microsoft Dynamics Marketing (Ex-Marketing…

Source: www.linkedin.com

NEW LinkedIn group about Marketing Automation Tools.

 

The first post is related to the fresh new tool of Microsoft: Microsoft Dynamics Marketing (ex-Marketing Pilot). We did present it during the Microsoft Event (21/8/2014) Customer Journey.

 

Feel free to join this private group for receiving more in depth analyses and tips: Marketing Automation Tools – News, Tips & Analyses | LinkedIn.

See on Scoop.itMarketing – Business&Tools

Microsoft Dynamics CRM Show Me the Demo! Register or Watch On-Demand

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BarkleyProfile|
By Barkley Busby
Vice President and Co-Founder, 2B Solutions

As a Microsoft partner, I'm excited to share a new online demo series:  "Microsoft Dynamics CRM Show Me the Demo!"  Each LIVE event is online and provides useful information along with a product demonstration and Q&A.

The next scheduled event will be held on September 3rd, 2014 and is titled "The Impact of Customer Service: The Next Frontier in Citizen Engagement".  Join Microsoft Dynamics and Parature, from Microsoft, on September 3rd to learn how government agencies can bring premier customer service to their citizens.   Given mandates from the White House, government agencies are assessing ways to increase transparency and engage citizens. Agencies must innovate their service, support and communication to provide near real time service to constituents. Learn how you can adapt to better serve the multi-channel, social and mobile citizen.

  • Learn about changing customer service expectations in Government
  • Hear about (and see) best practices of how agencies are successfully engaging citizens
  • Learn some actionable ways how you can more effectively meet constituents’ needs

You can click HERE to register for next week's event.   

If you happened to miss the last demo, you can watch it on-demand.  Hosted on August 25: On-Demand: Microsoft Dynamics CRM Show Me the Demo! Increase Your Sales Productivity - Zero In. Win Faster. Sell More.  This may or may not be surprising but did you know that 9 out of 10 business buyers say they’ll find you when they are ready to buy? And customers are 57% through the buying process before they talk to you.  The way people buy has changed. Shouldn’t you change the way you sell?

Microsoft provides a single user experience with Microsoft Dynamics CRM Online and its interoperability with Microsoft Office 365 and Power BI for Office 365. Sales reps can go to one place for all of their tasks - like viewing sales leads, researching companies, finding social connections, communicating with prospects, reviewing sales insights, and creating sales proposals. Eliminate application-flipping by giving sales reps contextual information in a simple user experience.

Join Vince Lopiccola for an in-depth demo to explore these topics and to learn how you can innovate your business and seize the sales productivity opportunity so you can zero in, win faster and sell more.   Click HERE to register and watch on-demand!

As a Microsoft Partner, we can help you turn your goals into a reality.  Our CRM services include all things CRM:  implementation, upgrades (check out one of our latest upgrade success stories), and advanced CRM customization, mobile CRM apps and more.  We have been working with Microsoft CRM since 2003 and have years of experience with it's funcationlity, flexibility and integration options.  Contact us today!

Microsoft Dynamics CRM Show Me the Demo! Register or Watch On-Demand is a post from: CRM Software Blog

The post Microsoft Dynamics CRM Show Me the Demo! Register or Watch On-Demand appeared first on CRM Software Blog.

Keep Chasing The Leads

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When your sales representative gets a lead, you want them to chase that lead while it’s hot.  A new prospect or an existing customer has shown an interest in your product or service and if you don’t respond quickly, they’ll turn to one of your competitors.  However, leads are easily buried or lost while they are passed through the system via email, inter office mail, or even word-of-mouth.   Don’t let leads fall through the cracks.  Implement a customer relationship management (CRM) solution that can support your sales team as they keep chasing the leads.

A new lead can show up nearly anywhere and at any time.  One of your employees may be socializing, out to lunch, or initiate a conversation at a conference and catch the attention of a potential prospect.  What happens to that prospect next could lead to a sale or a lost customer.  Lead data can be passed to the wrong people, or it can sit too long on a sales representative’s desk.  As time passes, your prospect grows weary of waiting for a follow-up and pursues their needs with your competitor.  Reduce your risk for lost leads with CRM.

A robust CRM solution, such as Microsoft Dynamics® CRM, can make it easier for your employees to enter and follow lead data.  Right from the start you can distinguish between prospects and existing customers.  You can then qualify leads as hot or cold and route them to the sales representative that has the expertise needed to manage that prospect’s specific needs.  Built-in workflows automate the routing and notify that sales representative, and other managers you may designate, that a lead is waiting for them.  You can define lead routing rules by product, territory, potential value, or other qualifiers to ensure the lead gets into the right hands.  Add helpful data about the prospect into CRM, such as how you got the lead or relationships that they may have with other customers or suppliers.  Sales representatives can use this insight to tailor their follow-up activities.  If using a customer reward program, you can reward customers for referrals, which can lead to more referrals.

Chasing leads is important; however, appropriate follow-up is critical for turning leads into sales.  Contact Columbus for more information about using CRM to keep tabs on leads, follow-up activities, and consequently, more sales.

By Columbus, a Global Microsoft Dynamics CRM Partner

Keep Chasing The Leads is a post from: CRM Software Blog

The post Keep Chasing The Leads appeared first on CRM Software Blog.

How to Create a Role Center in the Enterprise Portal of Microsoft Dynamics AX 2012

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The post How to Create a Role Center in the Enterprise Portal of Microsoft Dynamics AX 2012 appeared first on Dynamics 101.

Overview

Role Centers provide an information overview of a user’s responsibilities within an organization. It may contain reports, cues, list data, and alerts. It is the first page that is visible when a user accesses Enterprise Portal in Microsoft Dynamics AX. This page is displayed as the Home page when the user views the Home site in Enterprise Portal.

The Role Center page can also be viewed from the AX client directly. To do this navigate to Home à Role Center à Main Menu.

There are also multiple Role Center pages for the various roles a user may have in Dynamics AX. If a user is not assigned any role, the default Role Center page is displayed.

Pre-requisites

  1. Microsoft Dynamics AX 2012
  2. SharePoint Foundation 2010
  3. IIS must be configured
  4. Enterprise Portal must be configured

Important Concepts

Pages

Pages are used to display content to users in the Enterprise Portal. There are several types of pages that can be used to organize content. The most common type used is a Web Part Page.

Web Parts

Web Parts are the basic building blocks to build Web Part Pages. Enterprise Portal uses Web Parts to display data as well as to provide interaction functionality for users.

In addition to the standard SharePoint Web Parts, Microsoft Dynamics AX contains several Web Parts to display Dynamic AX forms, reports, and cues in Enterprise Portal.

Web Parts can also be custom built using Microsoft Visual Studio.

User Profiles

User profiles correspond to specific roles within an organization. They contain a set of default information that pertains to a role.

Role Center pages are assigned to user profile. These determine which Role Center pages will be visible to the user. A user can be assigned to a single user profile per company.

Scenario

As part of this tutorial, the Role Center page will show the ‘All customers’ list page present in Microsoft Dynamics AX.

Steps

  1. First of all open the Enterprise Portal (EP) in a web browser. Go to System administration à Setup à Enterprise Portal à Web sites

  • Click on View in browser to open it

  • The home page of the Enterprise Portal is then displayed
  • Now, go to Site Actions à More Options…

  • In the newly opened window, select Page Template. Next, choose Web Part Page and click on the Create button

  • In the next window, give a suitable Name for the page, select a Layout Template for the page and set the Document Library property to Enterprise Portal. Click Create to create the page

  • After the page has been created, new Web Parts can be added to it
  • To add a Web Part, click on Add a Web Part link on the body of the page

  • Select Microsoft Dynamics AX in the Categories group, then select List in the Web Parts type group and click Add

  • Once the new Web Part has been added, set its properties so that it points to the correct control form
  • Click on the inverted triangle on the top right hand side of the newly created Web Part and select Edit Web Part

  • In the Microsoft Dynamics AX section, write CustTableListPage as the ListPageMenuItemName. It will show the ‘All customers’ list page in the Enterprise Portal. Also give a suitable Title

  • Click Ok to save the changes
  • Now open the AOT and go to Web à Web Menu Items à URLs
  • Right click on URLs and select New URL

  • Set the following properties of the URL:
    • Name: Name of the URL
    • Label: Label of the URL
    • URL: Specify the URL of the page to view
    • HomePage: Select it as Yes. This will define the page as a Role Center page
    • PageDefinition: The backend name of the page to be created

  • Now, right click the newly created URL and select the Import Page option. This will create the page definition in the AOT as the name given in the PageDefinition property

  • The Role Center page is then created, the next step is to assign it to the User profiles
  • Go to System Administration à Common à Users àUser profiles

  • Click on the New button and give a suitable Profile ID, Description and the URL Web Menu Item created above in the Role Center field. Save the record
  • View the Role Center by clicking on the View role center button

  • The Role Center page will open

  • Done!

Performance Analyser for Microsoft Dynamics CRM 2013

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Performance of any system is an important part of it's development and implementation and as part of my role as Chief Architect at TSG I often get asked about it...
A few months ago the Microsoft Premier Field Engineer guys released an update to the toolset for analysing performance for the Microsoft Dynamics range of products, which is available on CodePlex here and as of writing is version 1.20.

 The toolset is a set of SQL scripts to collect DMV data and Microsoft specific product data which persists into a singular database called DynamicsPerf. This allows us to analyse what is going on with a particular Dynamics installation and helps to resolve performance issues quickly.

As the PFE guys say the real benefit of course with the performance analyser toolset is not finding issues in a production environment, but preventing any bad code or environmental misconfiguration from getting to production stage.

The DynamicsPerf database is the central repository for the data that is collected for performance analysis.

How do we use the performance analyser?

Once we have downloaded the performance analyser from CodePlex, we can extract the zip file and copy over to the SQL Server that for the system that we want to analyse.

We need to ensure that we are logged into the SQL Server with an account that has permissions to create databases and tables etc

We also need to create a folder on the server say on the data drive of the SQL Server to store the SQL Trace files that are created. We can call this folder say D:\SQLTrace. For the performance counter logs we also need to create a folder to store the performance counter data that is logged, say D:\PerfLogs.

 The performance analyser is a SQL Server Management Studio solution file that includes a number of SQL Server jobs and performance counters that are used to start the collection process.

To be able to use the performance analyser we must first create the DynamicsPerf database, its objects, and the SQL agent jobs, which can be done via the following:

1.       Open the SQL Server Management Studio on the database server in the system we want to analyse.

2.       Click File > Open > Project / Solution.

3.       Browse to the location on the SQL Server to locate the extracted DynamicsPerf1.20.zip file, in our case this D:\DynamicsPerf1.20 RC0

4.       Select the Performance Analyser 1.20 for Microsoft Dynamics.ssmssln file.

5.       In the Solution Explorer, we need to open the DynamicsPerf\Queries\1-Create_Core_Objects.sql file.

6.       Select the SQL Server from the Connect to Database Engine dialog and click the connect button.

7.       Then we click on the Execute button to run the SQL Script.

 
 Once the execution has completed the DynamicsPerf database will have been created, with a number of tables with various prefixes e.g. BLOCKED, COLLECTION, DYN, INDEX, PERF, QUERY, SERVER, SQL etc. A number of SQL Agent Jobs will have also been created with the prefix DYNPERF.

Note: Some jobs will have AX within the name and are disabled. For our purpose as we are looking at Dynamics CRM 2013 we can ignore these Jobs.

There is another script located as DynamicsPerf\Queries\2-Create_CRM_Objects.sql, however at the time of writing this, it currently has no Dynamics CRM specific queries so we can ignore this file.

Configure and schedule Performance Data Capture

Now the SQL Jobs have been created we need to configure a few of them with our specific system settings, i.e. we need to specify the CRM database that we want to analyse. By default the system is set up to analyse the MSCRM_CONFIG database, but that’s not really much use as generally we will want to analyse the Organisations specific database.

So to configure performance data capture, we now need to modify the DYNCPREF_Capture_Stats job:

1.       We open the DYNPREF_Capture_Stats job from SQL Server Agent > Jobs in SQL Server Management Studio.

2.       We select the Steps page, select step 1 sp_capturestats and click the Edit button

3.       We then modify the @Database = ‘MSCRM_CONFIG’, changing it to say @Database = ‘CRM001_MSCRM’ (the organisation database name), in the command box and click OK.

4.       Then we select the schedules page, select the first schedule “Daily” and click the Edit button.

5.       Then choose when we want the Job to run. Note: The default schedule is to run every day at 17:00, but we can change the time here along with how often the schedule occurs.

6.       Then we click OK and OK again to close the DYNPERF_Capture_Stats job window.


Configure and Schedule Database Blocking Capture

We want to collect information about blocking events, and so we need to configure the DYNPERF_Default_Trace_Stats job as per the following:

1.       We open the DYNPREF_Default_Trace_Stats job from SQL Server Agent > Jobs in SQL Server Management Studio.

2.       We select the Steps page, select step 1 “Start Tracing” and click the Edit button

3.       In the command box we can change the @FILE_PATH to point to out trace folder which is D:\SQLTrace and click OK.

4.       From the General page, we need to tick the Enabled option so that the job will run.

5.       From the Schedule page we can edit the schedule of when the job will run, by default this job will run Daily at 00:00.

6.       Then we click OK and OK again to close the DYNPERF_Default_Trace_Stats job window.


Configure and Schedule Hourly Performance Data Capture

We can optionally specify whether we want to capture performance data on an hourly basis, which would be quite handy if we are running a number of regression tests over a period of time. If we do want to do this, then we need to make changes so that the job captures performance data for the Organisation database we want to analyse performance for, by the following:

1.       We open the DYNPREF_Perfstats_Hourly job from SQL Server Agent > Jobs in SQL Server Management Studio.

2.       We select the Steps page, select step 1 “CaptureStats” and click the Edit button

3.      We then modify the @Database = ‘MSCRM_CONFIG’, changing it to say @Database = ‘CRM001_MSCRM’ (the organisation database name), in the command box and click OK.

4.      Then we click OK and OK again to close the DYNPERF_Perfstats_Hourly job window.


Configure and Schedule Performance Counter Logging

Now we can log information about disk, CPU, memory etc, but to do this we need to configure and schedule the performance counter logging job. In our scenario we are using the Default SQL Instance, so we do this as follows:

1.      Click Start > Run and type perfmon, to start the standard windows performance monitor.

2.      Then we expand the Data Collector Sets, right click on User Defined and select New > Data Collector Set.

3.       Then we name the collector set say “CRM SQL Server Performance”, and select “Create from a Template and click next.

4.       We then select “System Performance” from the options and click browse, and browse to the performance analyser template file which is D:\DynamicsPerf1.20 RC0\DynamicsPerf\Windows Perfmon Scripts\Server2008_SQL_Default_Instance.xml, and click Finish.

5.       Now we want to change where the performance logs are stored, so we right click on the “CRM SQL Server Performance” data collector set and click properties.

6.       Then we select the Directory tab and click browse to browse to our D:\PerfLogs folder.

7.       We can now schedule the performance counters to be collected, by clicking on the schedule tab, and clicking on the Add button.

8.       We select the beginning date as todays date and leave the other options as their default, so that the performance collection will run continuously without an end date, and click OK to close the folder action window.


Performance Analyser Maintenance

There are two jobs that are scheduled by default to purge data collected to ensure that any unneeded data is removed and thus we don’t exponentially take up disk space. These two jobs are DYNPERF_Capture_Stats_Purge (which is scheduled to remove data older than 14 days and run daily), and DYNPERF_Purge_Blocks (which is scheduled to run daily at 04:00, and removes any data recorded via the DYNPERF_Optional_Polling_for_Blocks Job).

Capturing Performance Data Manually

Whilst we can schedule the various jobs, there might be an occasion where we want to capture data at a specific point in time. We can do this by the following:

1.       Open the SQL Server Management Studio on the database server in the system we want to analyse.

2.       Click File > Open > Project / Solution.

3.       Browse to the location on the SQL Server to locate the extracted DynamicsPerf1.20.zip file, in our case this D:\DynamicsPerf1.20 RC0

4.       Select the Performance Analyser 1.20 for Microsoft Dynamics.ssmssln file, and in the Solution Explorer we open the DynamicsPerf - Analysis Scripts\Manual-CaptureStats.sql script.

 

-- --------------------------------------------------------------
-- Script to execute SP_CAPTURESTATS
--
-- The run name is output at completion:
-- RUN NAME = TEST1
-- This date/time is then used to predicate
-- subsequent queries to QUERY_STATS_CURR_VW or INDEX_STATS_CURR_VW
----------------------------------------------------------------
 
USEDynamicsPerf
EXECSP_CAPTURESTATS    @DATABASE_NAME='DynamicsPerf',
                        @DEBUG='Y'--, @SKIP_STATS = 'Y'
 
-- --------------------------------------------------------------
-- Alternatively, run name can also be passed to SP_CAPTURESTATS if desired:
-- Here is an example to create a baseline capture
 
EXECSP_CAPTURESTATS    @DATABASE_NAME='XXXXXXXXXX',
                        @RUN_NAME='BASE Before sp1`'
 

5.       Then we change the @DATABASE_NAME = ‘DynamicsPerf’ to @DATABASE_NAME = ‘CRM001_MSCRM’ (the organisation database name) and Execute the script against the DynamicsPerf database.

Running a Baseline Performance Analysis

When the system is warmed up so that at least most of the normal day to day operations have been running we can run the DYNPERF_Capture_Stats_Baseline Job. This allows us to capture a known performing set of data for our system which we can then compare against after we have made either significant code or environmental changes for.

Note:
As we generally want to keep the baseline data for longer than 14 days, the purge jobs exclude anything prefixed with purge from the deletion.
 
So how do we run the Performance Analysis in a Test Environment?

As the PFE guys say the real benefit of course with the performance analyser toolset is not finding issues in a production environment, but preventing any bad code or environmental misconfiguration from getting to production stage.

So we can run the performance analysis on our test / QA environment by the following:

1.       Open the SQL Server Management Studio on the database server in the system we want to analyse.

2.       Click File > Open > Project / Solution.

3.       Browse to the location on the SQL Server to locate the extracted DynamicsPerf1.20.zip file, in our case this D:\DynamicsPerf1.20 RC0

4.       Select the Performance Analyser 1.20 for Microsoft Dynamics.ssmssln file, and in the Solution Explorer we open the DynamicsPerf - Analysis Scripts\CaptureStats in TEST.sql script.

--------------------------------------------------------------
-- For testing in a non-production system do the following:
--
 
--STEP1
          USEDynamicsPerf
          GO
 
          EXECSP_PURGESTATS
            @PURGE_DAYS=-1,
            @DATABASE_NAME='XXXXXXXX'--Use this option to delete all data for 1 database
          GO
    
--        --     Be sure all users are out of the test database
--        --     Get yourself to the point in the application where you are ready
--        --     to push the button for the code   you want to review.
--
--STEP2
 
          DBCCFREEPROCCACHE
 
-- OR the follwing for a specific database
--
          DECLARE@intDBIDINTEGER
       
        SET@intDBID=(SELECTdbid
                        FROM   master.dbo.sysdatabases
                        WHERE  name='database_name')
       
        DBCCFLUSHPROCINDB(@intDBID)
       
--
--
-- Capture data enabling delta's to be calculated
--
-- STEP3  (optional)
--  USE DynamicsPerf
--  EXEC SP_CAPTURESTATS       @DATABASE_NAME = 'XXXXXXXXX'
--
--
 
 
-- STEP4
--        --NOW RUN YOUR TESTS
 
 
-- STEP5 capture data again
 
EXECSP_CAPTURESTATS    @DATABASE_NAME='XXXXXXXXXX'
 
 
-- STEP 6  Review your data
 

5.       Then we change the @DATABASE_NAME = ‘XXXXXXXXX’ to @DATABASE_NAME = ‘CRM001_MSCRM’ (the organisation database name) and Execute the script against the DynamicsPerf database.


Although not a complete step-by-step guide this should give enough information on how to configure the performance analyser for Dynamics CRM 2013. Obviously the hardest part with any performance analysis and tuning is actually analysing the data that is recorded and correlating any blocking events back to the code / plugins that generated them.

That’s all for now…

@simonjen1
 

Tip #209: Who’s your sister?

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When it comes to the coding, not always but often, less means better, faster and more manageable code. I’ve recently come across of someone else’s (could it have been me 4 years ago?) piece of work updating bulk email setting for the contact:

Contact contact = 
    context.Retrieve("contact", contactId, 
        new ColumnSet(true))
    .ToEntity<Contact>();
contact.DoNotBulkEMail = true;
context.Update(contact);

Sigh. The “all columns” sin aside, the retrieve is absolutely unnecessary. You know what to update, why wouldn’t you just send that information over and let the server do its job?

context.Update(
   new Contact()
   {
      Id = contactId,
      DoNotBulkEMail = true
   });

And no, “new” operator will not create a new contact record. Always remember, brevity is the sister of the talent.


Sincronización del lado del Servidor (Server Side Sync) en CRM 2013 [academia | cap. 7 | lecc. 2/2]

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Bienvenidos la última entrega del curso GRATIS de Introducción a Dynamics CRM 2013. Este es […]

CRM 2011: Get audited attributes from AuditBase table

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Recently, I was asked to get all the fields and their entities which were audited in a day so that we can decide if we really need to audit all of those fields and disable auditing where its not required.

As we know there is no Filtered view for audit entity and even advance find don't support Audit search, so it is bit difficult to get the list of fields audited. But Kelvin's blog put me on right path to write this query and get desired result.

-- Declaring Variable and Temp Tables
DECLARE@AttributeMask VARCHAR(MAX),@ObjectTypeCode INT,@EntityName VARCHAR(100), @LogDATETIME DATETIME
DECLARE@CurrentAttribute VARCHAR(MAX)
DECLARE @Audit Table(AttributeMask VARCHAR(MAX),ObjectTypeCode INT,EntityName VARCHAR(100), LogDATETIME DATETIME);                               
DECLARE @Result Table (AttributeId INT, ObjectTypeCode INT, EntityName VARCHAR(100), LogDATETIME DATETIME);
DECLARE@todaysdate DATETIME;

-- Set the date to bring all the fields Audited today
SET@todaysdate =CAST(GETDATE()ASDATE);

-- Get all todays records from AuditBase; You can remove where clause to get everything
INSERTINTO @Audit
SELECT a.AttributeMask, a.ObjectTypeCode, e.Name, a.CreatedOn FROM Audit AS a
INNERJOIN MetadataSchema.Entity e on a.ObjectTypeCode = e.ObjectTypeCode
WHERECAST(a.CreatedOn ASDATE)= @todaysdate;

-- Using Cursor to go through each and every record in @Audit Table
DECLAREDataAuditCursor CURSORFOR
SELECT*FROM @Audit

OPENDataAuditCursor

FETCHNEXTFROMDataAuditCursor
INTO@AttributeMask, @ObjectTypeCode, @EntityName,@LogDATETIME

WHILE@@FETCH_STATUS= 0
BEGIN
      -- Run while Attribute mask have comma(s) in it
      WHILECHARINDEX(',',@AttributeMask,0)<> 0
    BEGIN
            SELECT
            @CurrentAttribute=RTRIM(LTRIM(SUBSTRING(@AttributeMask,1,CHARINDEX(',',@AttributeMask,0)-1))),
            @AttributeMask=RTRIM(LTRIM(SUBSTRING(@AttributeMask,CHARINDEX(',',@AttributeMask,0)+1,LEN(@AttributeMask))))
           
        IFLEN(@CurrentAttribute)> 0
        INSERTINTO @Result Values(@CurrentAttribute,@ObjectTypeCode, @EntityName, @LogDATETIME)
    END
   
    INSERTINTO @Result VALUES((CASEWHENISNULL(@AttributeMask,'')=''THENNULLELSE @AttributeMask END),
                                                @ObjectTypeCode, @EntityName,@LogDATETIME)
   
    FETCHNEXTFROMDataAuditCursor
    INTO@AttributeMask, @ObjectTypeCode, @EntityName,@LogDATETIME
END

CLOSEDataAuditCursor;
DEALLOCATEDataAuditCursor;

-- Select Distinct to get all the Attributes and their entities
SELECTDISTINCT
    r.EntityName
    ,(SELECTTOP 1 a.Name FROMMetadataSchema.Attribute a
            INNERJOIN MetadataSchema.Entity e ON
            a.EntityId = e.EntityId
            and a.ColumnNumber = r.AttributeId
            and e.ObjectTypeCode = r.ObjectTypeCode)'AttributeName'
FROM @Result r;



Happy Coding

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Please check my other (non-CRM) blog here: Programming Blogs 

Clone Records in Dynamics CRM

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Very often we are troubled with writing huge codes and end up spending our valuable time for cloning an entity record. Just imagine the time needed if you are asked to create a cloned record with more...(read more)

Keeping up with Dynamics CRM Versions

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Keeping up with the incredible Microsoft Dynamics CRM versions in the old days was hard enough, but now the team is  updating and releasing at an even faster pace. 

Benefits:

  • If you don't like something, enter a CONNECT request and you might be surprised sooner than you think or VOTE on one already submitted.

 

  • Competition: There information is probably outdated, ask multiple sources. Also make sure you include an experienced servcies provider in your conversations. The Field Service teams at Microsoft and at Partners configure and extend past most all objections.

Negatives:

  • You need to make sure to plan on staying current.
  • You need to interrupt the versioning.

These Resources can help

 The Dynamics CRM in the Field Blog

The Microsoft Dynamics CRM Team Blog

 

Editing XML Charts in Dynamics CRM 2013

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One of the best ways to view data is to look at it graphically, and that is why Dynamics CRM dashboards and charts are one of its most appealing features. You can create bar charts, column charts, stacked charts, pie charts, and the list goes on and on! However, sometimes you’ll want to change something about the chart that is not possible within the CRM tool-set. In this blog we’ll discuss how to change charts by editing its XML.

As an example, below is a stacked bar chart. In practice, as you hover over the bars it tells you the count for each. But if you want to see all the numbers on the chart, you do not have that option. You will need to edit the XML to achieve that outcome.

Editing XML Charts in CRM 2013

1. First click on the little list icon atop the chart which displays the list of records.

Editing XML Charts in CRM 2013

2. Then click on the ellipsis above the chart which throws out a set of options.

3. Click on Export chart. This will save the XML of the chart which can then be edited using any XML editor.

4. While complex changes need more knowledge of XML, some changes are simple. For this requirement add IsValueShownAsLabel=”True”. 

<Series ChartType=”StackedBar100″ IsValueShownAsLabel=”True” Font=”{0}, 9.5px” LabelForeColor=”59, 59, 59″ CustomProperties=”PointWidth=0.75, MaxPixelPointWidth=40″>

5.  The editing is done, simply import the XML back with the Import Chart option on this box.

Editing XML Charts in CRM 2013

The chart now displays with the values just as you want it to display.

Editing XML Charts in CRM 2013

Editing XML is to make charts look more colorful, fun and interpretative. Users who want more than the out of the box chart editing options find this very useful. For more information and to get more in-depth knowledge of XML check out our other blogs on the subject!

The post Editing XML Charts in Dynamics CRM 2013 appeared first on PowerObjects.

Driven by regulation, cost, quality goals, Microsoft, partners to pilot new mobile health management solution featuring Dynamics CRM

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Last week, Microsoft and TracFone announced their plan to develop a mobile health management product aimed at helping patients better manage medical conditions. The solution will offer patients apps they can use on a Windows Phone and will utilize Microsoft Office 365, Microsoft HealthVault, Microsoft Dynamics CRM in the back-end to manage processes and interactions that are key to the relationship between providers and their patients.

Microsoft believes that what sets the solution apart from others is that it merges mobility and productivity capabilities with a patient's personal health record. They also envision the solution as a way to not only manage care between a pati...

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Microsoft Celebrates 2 Decades on the Web!

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In 2014, we celebrate our 20th anniversary as Microsoft Partners, specializing in Microsoft Dynamics GP, Microsoft Dynamics CRM, and Business Intelligence. Our success can be attributed to our valued clients and our great team of partners and staff. Dedicated to the highest standards of quality and professionalism, our staff have demonstrated extraordinary commitment to our clients. We are truly grateful and thank our clients, staff, and business partners for their continuous support.

This year Microsoft is also celebrating an anniversary.  Two decades on the World Wide Web!

In celebration, Microsoft has recreated its original website that launched back in 1994. As you can see from the image shown on the link, dated is probably the nicest thing anyone can say about it. Microsoft's website went up only five years after the Web itself was created, and a year before it released its own Web browser, Internet Explorer.

It only managed to beat the White House, not then thought of as a technological pioneer, by a few months. Today Microsoft is one of the top 10 most visited sites in the world. Still, it's worth taking a look at the old site, created in large part as a place to put support information for its computers and other products.

by Rimrock Corporation - Gold Certified Microsoft Partners, Toronto, Canada.

Microsoft Celebrates 2 Decades on the Web! is a post from: CRM Software Blog

The post Microsoft Celebrates 2 Decades on the Web! appeared first on CRM Software Blog.


Data Scientists for Big Data

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Note: This blog is based on Thomas H. Davenport's book, Big Data: Dispelling the Myths, Uncovering the Opportunities, published in 2014 by the Harvard Business Review Press; Harvard Business School Publishing Corporation; Boston, MA. The InfoGrow Corporation offers marketing and sales solutions involving data. We are pleased to share author Davenport's ideas about how big data and data scientists can help companies use big data to do what they already are doing with data and analytics (usually making decisions),  only cheaper, faster, or better.

 

As technology advances marketing techniques, new job functions arise. For example, InfoGrow's "Marketing Needs a Chief Marketing Technologist" blog (April 22, 2014) noted, "With increased complexities and the need for fast updates and upgrades to meet specific challenges and opportunities, marketers are finding that they are better off having their own Chief Marketing Technologist."

 

That is from a technology aspect for general data. However, today's "big data" creates another function for some companies: the Data Scientist.

 

"Big data" is so "big" that it: (1) requires more than one server, (2) is too unstructured (such as text, images, and video) for a row-and-column database, and (3) is too continuously flowing for a static data warehouse. Of these characteristics, the greatest involves the lack of big data's structure.

 

Big data is not just for big companies. Mid-size and smaller companies who are growing should be aware of big data to know what to expect from it and be prepared to manage it. Therefore, for those who will someday have big data, here is a "heads up."

 

 

Big Data's Most Important Part: The Human Element – the Data Scientist

The most important part of big data, surprisingly, is not technology, nor the data itself. It is the human element: a "Data Scientist," the person who produces the applications and models from data. Big data also involves managers and those who make decisions from data.

 

The "Data Scientist" function is not necessarily a new job function brought about from big data. Rather, today's Data Scientists are in demand from increasing needs for an existing, but perhaps, obscure, company job function.

 

Key Traits of a Data Scientist

 

A Data Scientist is a:

• hacker (ability to code and understands big data technology)

• scientist (evidence-based decision making, improvisation, action oriented)

• trusted advisor (strong communication and relationship skills, knows decision process)

• quantitative analyst (statistical analysis, visual analytics, machine learning, analysis of

unstructured data, such as text, video, or images)

• business expert (know how a business works and makes money, good sense of where to

apply analytics and big data)

 

Big Data

Data Scientist can interpret
unstructured data and help businesses get ahead of the curve.

 

 

What Does a Data Scientist Do?

The "scientist" attribute of a Data Scientist does not necessarily mean that these individuals have to be practicing scientist. They should, however, have the ability to: (1) construct experiments, (2) design experimental apparatus, and (3) gather, analyze, and describe what the data mean.

 

A Data Scientist is a quantitative analyst: one who knows his or her way around a variety of mathematical and statistical techniques, and who can explain them easily to non-technical people and decision makers, often through visual analytics.

 

A Data Scientist knows "machine learning" which involves automated testing and fitting of various models to a data set in order to find the best fit. But it really is only semi-automated because the data scientist usually has to tell a machine learning program where to start and what varieties of data transformations to explore.

 

Lastly, a Data Scientist understands how his company creates successful products and services and how key problems can best be solved through big data and analytics.

 

Contrary to the high-certitude approaches taken with small data, the volume and velocity of big data often require a less certain approach with continuous, more indicative analysis and decision making. This happens because by the time a company has achieved a high level of certitude of insights and implications from data, much more new data becomes available.

 

In short, a Data Scientist extracts data from obscure locations, writes programs to turn unstructured data into structured data, analyzes the data, interprets the results, and advises executives on what to do with the results – quickly.

 

 

ROI from Big Data

The bottom line with big data is to understand how it can bring new value to one's company, lower costs, increase the speed of processing data, develop new products or services, and allow new data or models for better decision making. Companies who master big data have a more complete picture of their customers and operations by combining unstructured and structured data.

 

For early adopters of big data, the two most important benefits are: (1) enabling new business capabilities for the first time, and (2) doing what they already are doing with data and analytics (usually making decisions), only cheaper, faster, or better.

 

 

To learn more about how data can help you grow your business, please contact me at 1-800-897-9807, x224.

InfoGrow Corporation, Riverfront Square, 2140 Front Street, Cuyahoga Falls, OH 44221

InfoGrow President: Robert Sullivan, 800-897-9807, x224

www.infogrowcorp.com

 

Re: Thomas H. Davenport; Big Data at Work: Dispelling the Myths, Uncovering the Opportunities; Harvard Business Review Press; Harvard Business School Publishing Corporation; Boston, MA; 2014.

by InfoGrow

Data Scientists for Big Data is a post from: CRM Software Blog

The post Data Scientists for Big Data appeared first on CRM Software Blog.

3 Ways a CRM Can Increase Retention

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Acquiring new customers is expensive.

According to Bain & Company, it costs businesses about 6-7 times more to acquire a new customer than to keep an existing one. It is a lot more expensive than retaining your current customers and finding ways to keep them happy.

Customer loyalty and retention drive referrals and inevitably, revenue.  Customer retention takes time to bear fruit and it is certainly worth investing your time and effort into it.

Here are three ways a CRM can help you increase customer retention:

1) Understand customer needs and preferences

A CRM is not just a place to put your customers’ contact information. It can tell you a lot about a customer’s behavior, preferences, buying patterns, and their history with your company. By having this type of data right at your fingertips, you can better understand your customers.

When you understand your customers at this level, it will help you to better identify their needs. You can anticipate things that they may need right now or in the future and can upsell and cross-sell more effectively, increasing overall profitability.

2) Deliver highly targeted promotions/marketing campaigns

With CRM, you can see all data about your customer’s buying behavior and history with your company. You can create alerts when a customer’s birthday is coming up so that you can offer them a 20% discount on new products that might interest them.

With robust reporting capabilities, you can use CRM to track important metrics to see the success of each marketing campaign and make adjustments to make them more effective. You can even track how people respond to your email promotions by viewing open rates, bounce rates, see which links they’ve clicked, and much more. This will help you to do more of what is working and quickly stop what’s not.

3) Improve overall customer experience

Like most of us, you are probably busy and hate having to stay on the phone to repeat the same information over and over when dealing with the same company. A CRM can hold previous history of emails or issues that a customer may have had in the past and a customer service agent can quickly review and gain insight on why a customer might be calling now.

When your service agents have quick access to CRM, they can provide quick, efficient, and highly personalized service that will make anyone happy.
Use CRM to surpass your customers' expectations. Turn your customers into loyal customers by understanding their needs and preferences and delivering personalized service each time.

If you’d like more information or tips on how you can increase customer retention by using CRM, chat with us or speak with a CRM Specialist at 1-877-893-3266.

by Atum Corporation

3 Ways a CRM Can Increase Retention is a post from: CRM Software Blog

The post 3 Ways a CRM Can Increase Retention appeared first on CRM Software Blog.

Does Your CRM Software Qualify for “Throwback Thursday”?

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TBT2
Throwback Thursday – for those who may not know – is an online game of sorts, in which people find old photos of themselves and post them online. The idea is too look at how dated you were once upon a time – and hopefully, by comparison, how much betteryou look today. All in good fun.

If your Customer Relationship Management software looks like something you could post for “Throwback Thursday” then that is not good. Is most of the information you need to track sitting in disparate Excel Spreadsheets? Are e-mail activities sitting in local Outlook folders, rather than being shared? Can your CRM system integrate with Social Selling tools?

If not, then it is time to evaluate Microsoft CRM. With Microsoft CRM, you get an easy to use Sales Force automation tool that will help your reps share information as a team. It will give customer support teams the quick information they need. And your entire team can connect to Social Media tools that allow then to interact with clients and prospects in way that meets today’s ever growing demand for fast communication.

To learn more about what Microsoft CRM can do for your company, contact Intellitec Solutions at 866-504-4357.

By Intellitec Solutions, a Microsoft CRM partner serving Delaware

Does Your CRM Software Qualify for “Throwback Thursday”? is a post from: CRM Software Blog

The post Does Your CRM Software Qualify for “Throwback Thursday”? appeared first on CRM Software Blog.

10 Time Saving Dynamics CRM 2013 Keyboard Shortcuts

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Let’s face it, in today’s fast paced world we’re all looking for ways to get more done in less time. And, keyboard shortcuts are a great way to make sure that the time you spend on the computer will be as productive as possible.

One of the reasons Microsoft Dynamics CRM has become so popular among companies of every shape and size is that it looks and feels so much like the Office suite you’ve been using for years. So, there’s a feeling of familiarity, even when starting the program for the very first time. Even many of the keyboard shortcuts you depend on in Microsoft Office such as Ctrl + X, Ctrl + V and Ctrl + C work exactly the same way in Dynamics CRM.

Beyond these though, there are several more keyboard shortcuts specific to Dynamics CRM to help make your life easier. Here’s a list of my 10 favorite Dynamics CRM 2013 keyboard shortcuts:

  1. Ctrl + S or Shift + F12 --> Save
  2. Alt + S --> Save and Close
  3. Esc --> Cancel a command, or close a selected list or dialog box
  4. Ctrl + D --> Delete the record (when forms are in Edit mode)
  5. Ctrl + Shift +S --> Save and then open a new form (Save and New) (when forms are in Edit mode)
  6. Alt + Down Arrow --> Open the lookup menu with the most recently used items in alphabetical order
  7. Ctrl + Shift+ 2 --> Open the list menu (when forms are in Edit mode)
  8. Ctrl + Enter --> Open a record found in lookup with forms in Read-optimized mode
  9. Alt +Shift +N --> Add a step in the business process editor
  10. Ctrl + Shift + 3 --> Tab to the Navigation Pane

Want even more handy Dynamics CRM 2013 keyboard shortcuts? Check out the Microsoft Dynamics CRM 2013 user guide rhee. A full list of available Dynamics CRM 2013 keyboard shortcuts can be found on pages 475-477.

Haven’t yet upgraded to the latest version of Dynamics CRM or are thinking about making the switch from another CRM platform? Visit our website for more information on Dynamics CRM and all the great features it provides.

Questions? Contact us! Our friendly expert staff is always ready to help.

By: Laura Heinbockel, Intelligent Technologies, Inc., A NC Dynamics CRM Partner

www.inteltech.com

10 Time Saving Dynamics CRM 2013 Keyboard Shortcuts is a post from: CRM Software Blog

The post 10 Time Saving Dynamics CRM 2013 Keyboard Shortcuts appeared first on CRM Software Blog.

Opportunities abound to make Microsoft Dynamics CRM a key component to the future of healthcare

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The opportunity to improve health care delivery through technology has never been better, both in terms of the tools and the regulatory climate. Microsoft has taken another step into the healthcare solutions realm through its new partnership with TracFone. The planned solution utilizes Dynamics CRM in combination with patient-facing mobile apps for Windows Phone and backend systems including Office 365 and HealthVault to connect in providers, and insurers.

And the opportunity to build more healthcare focused CRM applications, at least in the US, have never been better - not just for Microsoft but for Dynamics CRM solution pr...

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