MS Dynamics Relationship Management Development (xRM)

Time for Graphics, Easy Graphics from Dynamics CRM with Excel PowerBI

Major Update: My deepest thanks to David Hurtado for sharing these slides with me, for letting me share them with the world and for supporting all of his peers inside at Microsoft via the Microsoft Yammer Network (Yammer rocks).

What is incredible about this presentation is that putting the PowerPoint together took or takes longer than helping your customers understand how easy it is to use PowerBI and Dynamics CRM.

So Start Here:

Pull up your favorite View such as a view of all your bubbling opportunities

View Data in CRM - 1

Now confirm your view has account information

View Opportunity data in CRM 2

Choose to Export this View of Data to Microsoft Excel (not the only way to do this, but a familiar way)

Export Data to Excel 3

Now Open the Excel Workbook by clicking Open

Open Excel File 4

Have you noticed this new feature in Microsoft Excel?

  Map Excel Data 5
Now Select your locations

Select Location you want to use 6

And Use your Date Fields as Time Dimensions

Use data fields as time dimensions 8

PRESS PLAY

Press Play 9

And Play, and play and play ... with visual immersion into your data


Much, Much More Depth on SharePoint + Microsoft Dynamics CRM 2015 Lovin'

Microsoft Dynamics CRM offers so much choice that it is good to take a deep dive around some of these choices and features. Additionally the features keep on improving and growing with speed unseen in any previous years. Please take information provided to you with a grain of salt and do your own research.

Never make the assumption that the product can't do something for if it can't do it today, it might be available tomorrow. Additionally Services (MCS) is doing incredible on every project (as are many of the partners)

Incredible Happening!

Dana Martens offers a great deep dive presentation on Hybrid mixing of CRMOnline and SharePoint OnPremise and other configurations.  


Developer? New to Microsoft Dynamics CRM?

Many years ago when I was trying to ramp up on all things Microsoft Dynamics CRM, I started with the What's new features. I took each feature and mastered it and moved to the next. We also had a great need to depend on books and externally provided information. Needless to say one reason I wrote a book.

Today is Different.

Today developers new to Microsoft Dynamics CRM are lucky to have the Microsoft Dynamics CRM Developer Center.

If you have not visited, check it out!


Are you a Microsoft Dynamics CRM Customer? Do you know about Customer Source?

If you have not tapped into Microsoft Customer Source (provided by Microsoft) and some of the incredible resources in the community then you might want to dip your toes into the CRM User Groups offerings, by signing up for a trial and watching the presentation "Getting the Most out of Microsoft Customer Source"

Where is CustomerSource, Right Here!

Where is the CRM User Group?


Don't Forget a Bit of Dynamics CRM Housecleaning!

The people who work on Microsoft Dynamics CRM don't always know all the details of loving and caring for Microsoft Dynamics CRM and although it doesn't need much, it does like some care.

This is why the community is so incredible and no amount of thanks can truly show the appreciation for the hundreds of hours community members spend blogging and sharing great information.

So today  I am sharing an older post for those using all versions of Microsoft Dynamics CRM, but particularly for those who might want to do even more to keep their system singing and moving along.

Take a look at this blog post about maintaining the tables that many business analysts depend on for efficient workflow functionality.


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.


Fine Tuning MS CRM for Enterprise Level Performance

Microsoft Dynamics CRM has now been running in some of the largest enterprise accounts across the countries, but with millions and millions of transactions comes a need to fine tune so here are a few tricks of the trade from the Enterprise Technical Developers, Database gurus and Consultants!

1) Although perhaps obvious, it is worth adding Indexes to your  SQL Server Database if you are dealing with millions of transactions

2) Enable the Quick Find Limit and encourage users to use Advanced Find when doing more sophisticated searching

3) Kerberos authentic can cause performance issues if it is not turned on AND if it is hitting various incompatibility with different server versions, particularly really old versions so check your server versions and your Kerberos.

4) Go back to the basics at the front end CRM Server, Do you have "Enable HTML Compression?" Set to  Yes?  Turn it off

5) You can also "Turn off the Page Counter" for the Grid  1 of 250, 5000+

6) Review the columns that you have enabled on Quick Find, for each column added the query is increased and overhead is increased.

7) Review the following SQL Server Flags with your CRM SQL Server guru

  •  MAXDOP =
  • IDSCountForUsingGUIDString =
  • IDSCountBeforeCausingJoinsForSecurity =
  • Optimize for Adhoc =
  • ERMO =

 


MICROSOFT Dynamics CRM and the huge CRM Community!

The Microsoft Dynamics CRM Community has an incredible history of leveraging the Dynamics xRM platform to meet some really tough business challenges. If you work with a proven Microsoft Dynamics CRM partner or with Microsoft Consulting Services (the MCS CRM Team), they bring to the table their own incredible library of experiences, but also their own depth and reach of resources and tools.

Knowledge in "CRM" is critical.

There are also great open source resources such as CODEPLEX where partners and clients can download and take ownership of kick starters and CODEPLEX is not Dynamics specific so you can tap into the entire Microsoft stack.

To follow the team at CODEPLEX, read and follow their blog.

Search on CRM on CODEPLEX

AND CODEPLEX is really just a small taste of the greater community resources. Take for instance following a few Dynamics CRM Specific blogs such as some of the ones listed on this blog. You start and the list just grows and grows and grows.  The number of shared resources, code snippets, tools, configuration best practices and more is so unlimited. OK, so you are now tapped into the blogs ...

Have you looked into the ISVs? The Independent Software Vendors writing solutions to compliment the Dynamics CRM platform? Take a peek at ADXStudio for instance who has a huge library of PORTAL options and ALM! or perhaps empowering SALES Teams with complex ordering proposals and integration? Look at Experlogix or maybe you just want some nice address verification and compliance, you can talk with Dun & Bradstreet.  The list really is endless!


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

 


What is an Entity? #msdyncrm

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.  


Charts Getting you Down? Inject them!

You don't have to live with only all the powerful out of the box charting options. You can also Modify the Chart XML and inject steroids into the system.

Check out Alex's post on the basics.

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/11/01/modifying-chart-xml-in-crm-2013-the-basics.aspx


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"

 


CRMOnline and Multiple Instances

Have you considered the multi-instance option for CRMOnline?

"Multiple instances. Similar in the way that you can add user licenses or storage, you can also add instances to a Microsoft Dynamics CRM subscription. Each new instance that you add creates a separate and isolated Microsoft Dynamics CRM organization. This helps in maintaining distinct instances that are consistent with your organization’s unique needs, such as separate instances by department, location, or those to be used for pre-production and development. For more information"

What's New in the last 12 Months? TechNet Rocks -

http://technet.microsoft.com/en-us/library/hh699712.aspx


A day in the life of Enterprise

I can't help sharing when I see stories of companies doing cool things within the world of Dynamics CRM.

Needless to say when this little story crossed my plate today I thought I would share.

Check out Weight Watchers and Dynamics CRM