Announcements Feed

Have you used Dynamics "CRM" for a while?

If you have extensions that you have upgraded or that your partner has upgraded on your behalf, you will want to schedule a review for the following reason:

"Beginning with the Dynamics 365 (8.0) release, a new OData 4 endpoint was added to the Dynamics 365 application stack. This endpoint is known as the Web API. The Web API provides a development experience that can be used across a wide variety of programming languages, platforms, and devices. The Web API is intended to replace the CRM 2011 endpoint, also known as the SOAP endpoint, for accessing the Dynamics 365 organization web service and other provided web services."

"As of the release of Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 (8.1.0), the CRM 2011 endpoint has been deprecated. The 2011 endpoint will be removed some time after the release of Dynamics 365 version 9. We plan to provide updates to the Dynamics 365 SDK assemblies and tools over the next several minor releases, retargeting them to use the Web API instead of the 2011 endpoint."

"We strongly encourage developers to use the Web API for accessing Dynamics 365 web services when writing new application code. You must update existing applications to use the Dynamics 365 Web API for accessing Dynamics 365 web services between now and the removal of the 2011 endpoint. When you develop plug-ins and custom workflow activities, continue to link those projects to the Dynamics 365 SDK assemblies. The Dynamics 365 SDK assemblies will be updated to use the Web API. This update will be fully transparent to you and any code written using the SDK itself will be supported."

 

"Additional details will be published in future SDK releases. For more information about the Web API, see Use the Microsoft Dynamics 365 Web API "


Areas in the World of Dynamics 365 Customer Engagement

Put on the hat "Microsoft Dynamics 365 for Customer Engagement" and the dimensions explode. There are so many different angles to think about such as 

  • The Product
  • The CRM Industry
  • The Independent Software Vendors (ISVs) and their extensions, applications and products
  • The Project Methodologies
  • The Communities
  • The Support Resources
  • The Training Options
  • Certifications
  • Industry Uses
  • Usability and Adoption 
  • Integrations
  • Mobility
  • IoT
  • CRM -> ERP : Bridging the teams, the products, the features and more
  • Failures and the Why behind them 
  • Working with the Microsoft teams (product, support, services, executives, sales, etc.)

and the list goes on! 

I recently completed a Solution Architecture Assessment engagement and was amazed at all of the categories of discussion and knowledge sharing that bubbled out of a three month, intense, team empowerment project.

So where to start??

 


Enterprise Customers! Ready to Expand? Embrace the Viral Trial for your other Departments and Groups within your ORG #Dyn365

Now Live in the US (and soon to come Globally)!

Dynamics 365 Trial Sign Up Service & Customer Engagement Viral Trial

Have you looked at the new trial? Go ahead and sign up to test out the service for all Dynamics 365 apps + viral sign up for Customer Engagement in the United States. This includes Operations, Financials, Sales, Customer Service, Field Service, and Project Service Automation.

What’s New?

  • Simplified sign up – business email & phone number
    • All apps utilize Microsoft Office viral sign up framework.
  • Information Worker (IW) sign up – IW’s can now sign up for a trial and add it to an existing tenant or create a new unmanaged tenant.
  • Prospects are joined together in one tenant based on the domain of their work email address for easy collaboration and management.
  • Customer Engagement prospects can now have up to 5 trial instances with 5 users each at any one time.
  • Customer Engagement trials are still licensed for Enterprise Plan 1, but you can choose a single app or all to trial.

Things you should know: 

  • No consumer or government email addresses (outlook.com, gmail.com, .gov, .mil, etc.) are accepted in the viral framework.

 

 

  • All members of a viral trial must have the same email domain.
  • The first user to create a trial instance is the trial or instance owner.
  • Review the FAQ for all details.
  • The traditional admin based sign up you all know is still available and should be used if you plan to customize a trial for a customer to join (since you don’t share an email domain.)

Trial links:

 


Microsoft Envision Business and Networking Event: Join the Wave of Digital Transformation

You have heard the buzz about Microsoft Dynamics 365, but you are not really sure what it is all about. Is it Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) or something in between or better yet something beyond?

You are thinking that perhaps you have or are using applications that are holding you back, that need to be upgraded or replaced. You are perhaps reconsidering what you are getting out of the technology you currently have. You want to leverage more of the power of the cloud and more from the latest and greatest technologies. You want to be empowered by technology to help you make even more business decisions.

You can start planning now to attend Microsoft Envision the week of September 25, 2017.

Microsoft Envision

Book your tickets to Orlando, FL! Start thinking about interviewing and aligning the right internal and external people and teams for your project. Think about your business processes and at a minimum start documenting what you do today and what you want to be doing tomorrow. Pick the right product, one that can grow with you and can be configured AND extended to meet your needs. Honor the three People, Product and Processes to a successful project.

Come Swim in the Sun in Orlando!

And think about these awesome words from the Microsoft Envision Website

Longevity in this business is about being able to reinvent yourself or invent the future.” Satya Nadella, CEO, Microsoft

 


Searching Unstructured Data: Text, Documents, Attachments : Yes! #msdyn365

"Relevance Search brings a more Bing-like, global search experience to your mission critical business applications (think Dynamics 365) powered by Azure Search! "

Want to deep dive on this relatively new cool?

You can do that too!

 

"Search within Documents in Dynamics 365: One of the best new capabilities of Relevance Search is that you can now search for text in a document stored in Dynamics 365! These include documents in a Note and Attachments on an Email or Appointment. We support several document formats, including Microsoft Office (Word documents, PowerPoint presentations, etc), PDFs, EML, HTML/XML, ZIP, and rich text format (RTF). "


Virginia, Maryland and Washington D.C. Dynamics Users (CRMUG)

There is nothing like connecting with other people who are using Microsoft Dynamics CRM and the best way to do this is to get involved in the Dynamics Communities.

How do you get started? Check out http://www.crmug.com and signup for the upcoming local chapter meeting

The next meeting in Virginia, Maryland and Washington D.C. Area is on November 16 at the Cobalt Office in Alexandria. Full Details and registration here. This is a special meeting and it is in Virginia. 

Most meetings in the D.C area are in the Microsoft Chevy Chase Office and if you want specific chapter information check out: http://www.crmug.com/washington


Envision 2017

Given all the BUZZ coming out of Envision it looks like the conference was a success in meeting it's goals of sharing the vision!

If You Are Planning for Next Year?

Envision 2017

"What can you expect at Microsoft Envision?

  • Gain crucial insights: Microsoft Envision delivers business insights and technology expertise at every level. Business leaders, including Microsoft CEO Satya Nadella, and a variety of world renowned third party visionaries and thought-leaders will share what’s next, what’s trending, and how to capitalize.
  • Discover new solutions: Find sessions and learning opportunities that allow you to explore the topics and opportunities that are specifically relevant to your industry and role. Discover successful strategies, disruptive technologies, and next-level thinking that will help you make smart decisions about the future of your business.
  • Build lasting connections: Connect with innovators, technology partners, colleagues, and visionaries, and build professional relationships that will last for years. We’ve created numerous opportunities for you to learn and share with others who have tackled (and solved) some of your same business challenges.

Why you should attend Microsoft Envision

If you’re a business leader who is charged with making or influencing key business decisions within your organization, you’ll gain tremendous value at Microsoft Envision. You’ll find a depth of resources here that will help you not only come away better positioned for your future, but help you discover how to take advantage of solutions today that will deliver immediate results to your business.

New technologies are rapidly transforming the world. Businesses that understand the available technologies—and anticipate what’s coming next—are able to quickly leap ahead. Microsoft Envision gives you the insights you need to take advantage of the evolving business landscape.

Find out more about how Microsoft Envision can help business, marketing, sales, finance, customer service, operations and IT leaders across a variety of industries excel."


Powershell and Microsoft Dynamics CRM (#msdyncrm)

So you think you are the ultimate master of Microsoft Dynamics CRM! This is totally awesome, because now you can empower your entire team with new PowerShell Awesomeness for Microsoft Dynamics CRM Organization Data!

AND don't forget to send some feedback and love to the developer!

Read More and Download Here

 


Thinking of an Upgrade to Microsoft Dynamics CRM?

Are you thinking about moving your Microsoft Dynamics CRM instance to Azure? Or perhaps you want to move to CRM Online? Maybe you just want to upgrade from a much earlier version to the most current version?

Microsoft Consulting Services has a set of services that will provide you with an upgrade assessment.

Now is a great time to get that assessment done and to start thinking about polishing up the heart beat technology of your company. The products every one of your staff use : Microsoft Office (or O365) and Microsoft Dynamics CRM!

Learn More


Customer are So Cool, Azure In Sports (one story of many)

"Next Generation Sports Network (NGSN) wanted to make international soccer matches available live and on-demand to a global viewer base. It required a wide array of solutions to create the next step in in the evolution of the online sports viewing experience. With Microsoft Azure and support from Microsoft Services, NGSN was able to build a global broadcasting network in just six months – just a fraction of the time required for an on-premises solution."

READ MORE HERE

 


Lithium and Microsoft : Community, Social and Dynamics CRM

Interesting Press Release:  Lithium and Microsoft

"SAN FRANCISCO – June 2, 2015 – Lithium Technologies and Microsoft Corporation (NASDAQ:MSFT) have signed a strategic alliance agreement to integrate Lithium social interactions and community data into Microsoft Dynamics CRM"

 

Read More

 

 


So many great resources for Dynamics CRM v7.x.x (#msdyncrm)

Dynamics CRM 2015 Update 1 Content (Spring 2015)

YouTube Videos

Subscribe to the Dynamics channel to stay up to date: https://www.youtube.com/user/msdyncomm/DynamicsCRM

 

CRM Team Blog http://blogs.msdn.com/b/crm

  • Microsoft Dynamics CRM Online 2015 Update 1 (7.1.0) Product Documentation is Available! http://bit.ly/1JfsMl9
  • Microsoft Dynamics Marketing 2015 Update 1 Product Documentation is Available! http://bit.ly/1JGVOxz
  • Microsoft Social Engagement 2015 Update 1Product Documentation is Available! http://bit.ly/1QIgxmq
  • Parature, from Microsoft 15.2 Product Documentation is Available! http://bit.ly/1Pd1625
  • AND SEVERAL MORE excellent blog posts by our field and PMs - check it out!

Security: Microsoft Dynamics CRM gets even more security options

Dynamics CRM 2015 Hierarchical Security

There is so much depth to Microsoft Dynamics CRM Security that it is amazing that they can add more and yet, more has been added. A great post is available on all the new options which you can reach using the link above.


27018: Cloud Trust - Learn More about this Differentiator at Microsoft

Microsoft Dynamics CRM Online conforms to ISO/IEC 27018, the only international set of privacy controls in the cloud

Microsoft is the first major cloud provider to be independently verified as having  adopted ISO/IEC 27018, the world's first international cloud privacy standard. The adoption of ISO/IEC 27018 by Dynamics CRM Online is part of a broader commitment from Microsoft to protecting the privacy of our customers, as described in a Microsoft on the Issues post from Brad Smith, General Counsel and Executive Vice President. In addition to Microsoft Azure, Office 365 and Microsoft Intune have adopted ISO/IEC 27018."


CRM Online in the world of Enterprise : Patterns & Principles for Solution Builders White Paper

"In the world of Microsoft Dynamics CRM, the shift to the cloud is well underway. Microsoft Dynamics CRM Online is growing by leaps and bounds, including sales to massive customers with huge user counts. If you’re a partner in the Microsoft Dynamics CRM channel, it’s important that you understand what this means for the solutions you build for customers who want Microsoft Dynamics CRM Online."

READ MORE


Microsoft Dynamics CRM Online vs. CRM On-Premise

A number of people have asked, what is the difference between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM On-Premise other than where the actual software lives.

This has generated a few articles and resources that answer this question.

An Exposé on the differences between Microsoft Dynamics CRM Online and On-Premise

Demystifying business value of CRM in the cloud


The US Dynamics Partner Team And the Dynamics Academic Alliance have teamed up to create some new offerings

The US Dynamics Partner team has joined forces with The Microsoft Dynamics Alliance Team (http://microsoft.com/dynamicsaa (DynAA)) to train students and recent graduates on Microsoft Dynamics CRM 2015, interest them in Dynamics careers, and connect our Partners with this pool of quality candidates who are new to the CRM channel.   

This Microsoft Dynamics CRM Career Connect Boot camp is comprised of:

  • Five days of in-person technical training led by a Microsoft Certified Trainer on Microsoft Dynamics CRM 2015
  • Microsoft Sponsored Career Fair for Partners to engage with Students
  • Certification in Microsoft Dynamics CRM
  • Virtual Learning sessions with MCTs, Partners, and Microsoft Dynamics experts focused on product functional skills (i.e. consulting, project management and soft-skills training).

Currently they are hosting this in 3 locations, inviting, juniors, graduating seniors, MBAs, graduate students, and recent graduates from local universities:

  • Chicago, IL – at the Chicago Microsoft office
  • Seattle, WA – hosted by the University of Washington
  • Boston, MA – hosted by Northeastern University

All of the boot camps will take place different weeks in June.

Please contact the Microsoft Dynamics CRM Career Connect Bootcamp Team if interested by sending mail to  usdyns2b at microsoft.com with questions.  Please note that space is limited and applications are only accepted for another couple weeks.  Space is filling quickly!


Microsoft Social Listening has MORPHED into Microsoft Social Engagement

They started with Microsoft Social Listening (MSL), empowering one user at a time to embrace and filter through all the social noise using technology! Empowering users to leverage more data to get their individual goals met and offering more depth of functionality both with and without Microsoft Dynamics CRM.

NOW there is MORE! Now MSL has morphed into Microsoft Social Engagement where you can do more than just listen.  MSL Matured into more features, more interaction and more user power.

So if you have been waiting for the bleeding edge to stop bleeding and you are ready to empower your users with more than just an e-mail system and more than a robust customer relationship system then start dipping your toes into the water with the Microsoft Social Engagement tool (MSE).

You can take a GUIDED Tour Here!  


Dynamics CRM 7.x.x Certification Exams

Some good news about exams - You now have some Online Proctored Options so for those of us in more rural areas, we don't have to drive a couple of hours to an exam center!! Hurray!

  • MB2-704            Application
  • MB2-704OP               Online Proctored
  • MB2-706            Online Deployment
  • MB2-706OP
  • MB2-707            Customization and Configuration
  • MB2-707OP
  • MB2-708            Installation
  • MB2-708OP

MB2-720    Microsoft Dynamics Marketing

and there are so many more !     


Incredibly Wonderful News! Clarity on Versioning

New Naming Conventions for Microsoft Dynamics CRM

One of the senior developers who I use to work with had a great quote that I often think about when stepping into some of the more complex enterprise projects or when trying to explain Microsoft Dynamics CRM or the projects built from the platform and branded using xRM (relationship Management at it's best).

"Simplicity is often on the other side of Complexity" ~Chris Condron  but perhaps Oliver Wendell Holmes deserves the credit. Either way I was thrilled to find out that the internal teams at Microsoft have announced this realignment of numbering for Dynamics CRM!  

"I would not give a fig for the simplicity this side of complexity, but I would give my life for the simplicity on the other side of complexity. " Oliver Wendell Holmes

It shows the deep maturity of the product. It easily communicates the growth and the upward trend of the development efforts and it is straight forward for people to understand.

So KUDOs to the team! Keep up the incredible as you pull together all the new power to the Microsoft Dynamics CRM customers and the CRM Community!

 


Even More Dynamics Love on Youtube and Facebook! #MSDYNCRM

The new CRM page is live on YouTube and Facebook.

You can access the YouTube page here: https://www.youtube.com/user/msdyncomm/DynamicsCRM

The Facebook App can be accessed directly at: https://apps.facebook.com/microsoftdynamics/


    CRMUG has not been sleeping! GREAT Connects, GREAT Content

    If you have not visited the CRMUG website lately, you might want to go take a look. They have been using new community software and have continued to organize and host local, national and webinar enabled meetings for users of Microsoft Dynamics CRM.

    One of the best things you can do if you are using Microsoft Dynamics CRM is to get involved in the community.


    New Dynamics CRM YouTube Channel

    The new CRM page is live on YouTube and Facebook. This will enable better discovery of the video assets being created for the releases.

     You can access the YouTube page here: 

    https://www.youtube.com/user/msdyncomm/DynamicsCRM

     

    The Facebook App can be accessed directly at:

    https://apps.facebook.com/microsoftdynamics/


    Dynamics CRM 2015 SDK Hidden Treasure

    One of the great things about the release of Microsoft Dynamics CRM 2015 is all the great new that is packed in between all the great that already existed.  Sometimes there is so much great that a feature, tool or wow slips between the lines in the documentation or the noise of the BUZZ.

    One of these great little features is a feature of the plugin registration tool that was part of the CRM 2015 release of the SDK! Mark has a short video and blog about it here.


    Back in the CRM v2011 Days

    Back in the Microsoft CRM v2011 days there was an issue with the “Send an error report to Microsoft” configuration where the OOB features of Dynamics would cause generic errors to appear when in reality there were no errors or perhaps just a slight delay. The timing was over sensitive so although there was some debate about it is designed to do that, it was doing it way too often.

    In the field we turned off the alert.  The message was not helpful and also would block an occasional real error. Needless to say for a year or two we would need to turn off this feature both under Settings, Administration, PRIVACY settings and under a user’s personal options.  

    Does anyone remember these times?

    Does anyone still have a blog post on the issue?

     

     


    Thank you Deanna Sparks !

    I wanted to give a big shout out to Deanna Sparks, an associate consultant specializing in Microsoft Dynamics CRM. She is a guest blogger who wrote that great piece on Business Process Flows. As many of  you know Business Process Flows were released with Microsoft Dynamics CRM v2013 and with the release of Microsoft Dynamics CRM v2015 they are even more powerful!

    I can still remember last year at Convergence watching this incredible presentation by two powerful business users at one of the Microsoft Dynamics CRM client sites. They LOVE business process flows and it was amazing to see what they had used them for in v2013! Just wait until they see the newest release. Talk about getting the chain saw - who can keep up and yet users can always find ways to ask for more.


    Heads Back Up

    So I have been heads down for a number of months and it is time to pull my head back up into the community! Dynamics CRM v2013 and Dynamics CRM v2015 have a TON of new awesomeness and by sharing the incredible power of the functional configuration options we can increase customer happiness and Dynamics CRM success.

     

     


    ExtremeCRM : Dynamics CRM Awesomeness!

    There are some INCREDIBLE partners and clients doing incredible things in the world with Microsoft Dynamics CRM and a layering of conferences that show the incredible. The Agility, the flexibility and the services that surround the product all create a huge economic advantage to companies from Enterprise to SMB. ExtremeCRM is one of those great conferences.  

    A couple of the partners recently presented their solutions at ExtremeCRM and it was summarized so well in this picture.

    ExtremeCRM
     


    Get Ready for the Microsoft Dynamics CRM FALL release! #msdyncrm

    Press Release:

    http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx      

     

    Bob Stutz’s Blog:

    https://community.dynamics.com/crm/b/crmconnection/archive/2014/09/16/marketing-sales-service-one-cloud-for-all.aspx

     

    Customer Center Get Ready Page:

    http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx


    Keeping up with Dynamics CRM Versions

    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

     


    Hold onto your Hats! Dynamics CRM 2013 is Deepening gaining depth and breadth

    Something amazing happens when you move to the Cloud. Updates Happen and for the millions of Microsoft Dynamics CRM Online users updates have been happening. Have you looked at some of the more recent released features such as  Microsoft Social Listening.

    This year I have counted at least four if not eight major feature enhancements to Microsoft Dynamics CRM and the wonderful is not slowing down.


    Now is the time to "Work Like a Network"

    The latest Taste of Premier episode is now LIVE!  

    About this Video:

    Lex Thomas welcomes Jackie Nichols and Chris Gideon to the show as they discuss how businesses can unleash the power of “working like a network” through internal social media tools that can help organizations better communicate and collaborate with each other to drive better business results which impact customer satisfaction and your bottom line.   

    • [1:10]      What is Enterprise Social?
    • [4:15]      What role does Yammer play in this?
    • [4:48]      What should our expectations be around Social Media?
    • [6:38]      Define “Work like a Network”?
    • [8:01]      How does it work?
    • [9:50]      How do you measure the success of Enterprise Social?
    • [12:31]      Can you see what topics are trending internally?

    Visitors, The Globe, Perspectives

    I just reset my Globe so as the days of 2014 accumulate, and people continue to read this blog the touch pinpoints will grow again. 

    To date I have had ~237,000 visitors and it is a thrill to know that I can keep helping the world to master Microsoft Dynamics CRM. The release of v2013 KEEPS the great and adds more! A framework, a product, a solution set and a platform for integrating to so many other solutions. Make 2014 the year you eliminate all those random Access Databases, and reduce all those way too sophisticated and often redundant Excel Spreadsheets.

    "Think Microsoft CRM"

     


    Jump Start your MS CRM 2013 Understanding #crm2013

    Microsoft Dynamics CRM v2013 has so much to offer and one of the best ways to start getting your head around what is being offered is to regularly attend some great either 100 or 300 level webinars.

    Luckily Microsoft is offering such webinars for partners, customers and prospects.

    You can find the whole series here: http://www.microsoft.com/dynamics/offers/crm2013demos/

    Or if you want to just sign up for tomorrow's session, here is the link: https://msevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032569331&Culture=en-US&community=0

    Promote via LinkedIn/Twitter as well!  Thanks!