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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:

 


Developers? Are you ramping up as a Microsoft Dynamics 365 Guru? #msdyn365

Start at the Dynamics 365 for Customer Engagement Developer Center

The CRM Developer Center https://msdn.microsoft.com/en-us/dynamics/crm/crmdevelopercenter.aspx

Download the SDK https://www.microsoft.com/en-us/download/details.aspx?id=50032

You also have access to a full suite of training materials by logging into Customer Source https://mbs.microsoft.com/customersource/northamerica

Or if you are a partner or Microsoft employee

The Partner Learning Portal https://mbspartner.microsoft.com/Landing

 

You can also reference blogs and link lists within the world of blogs to find even more resources and training such as the Virtual XRM User Group

Lastly there are a set of YOUTUBE VIDEOS that can help, and the Microsoft Dynamics YouTube Channel

like these

XRM in a Nutshell I: Defining the Data-centric Business Application built using Dynamics CRM https://www.youtube.com/watch?v=XbmYhAy3ouM 

and this one https://www.youtube.com/watch?v=G_WPaHZZk7k

And this one https://www.youtube.com/watch?v=L7MRO7ttRIM


Q101: What are my options with regards to Microsoft Dynamics 365 for Customer Engagement Online Administrator and administrator roles. Is there a role that is not Azure Global Administrator?

What are my options with regards to Microsoft Dynamics 365 for Customer Engagement Online Administrator and administrator roles. Is there a role that is not Azure Global Administrator?

“You can now assign a Microsoft Dynamics 365 (online) administrator at the tenant level, in the same way that you manage other Office 365 services such as Exchange, Skype, and SharePoint. The new Dynamics 365 (online) administrator role can manage instances, do Dynamics 365 system admin functions, and access the Dynamics 365 application if they are licensed to use Dynamics 365” https://roadmap.dynamics.com/#application=326f31ea-2992-e611-80dc-c4346bac0910


Oh Internet Explore

If you have started having difficulty with Microsoft Dynamics CRM or Microsoft Dynamics 365 for Customer Engagement and you are using Internet Explore v11 then you want to make sure you have the latest KBs. The March 20th updates broke a few things, the March 27th updates fixed these.

For Windows 8.1 and 7 SP1 Users

KB4016446 - https://support.microsoft.com/en-us/help/4016446

KB4016446 Download Link - http://www.catalog.update.microsoft.com/search.aspx?q=KB4016446

For Windows 10 users search the catalog for

Windows 10

http://www.catalog.update.microsoft.com/search.aspx?q=KB4016635 

If you have other Internet Explorer Issues then you might want to walk through this set of Articles.

Compatibility Settings https://support.microsoft.com/en-us/help/3124955/compatibility-with-microsoft-dynamics-crm-2016

Internet Explorer: Web application requirements for Microsoft Dynamics 365 https://technet.microsoft.com/en-us/library/hh699710.aspx

Internet Explorer: FAQ for IT Pros https://technet.microsoft.com/itpro/internet-explorer/ie11-faq/faq-for-it-pros-ie11

Microsoft Edge Deployment Guide for IT Pros https://technet.microsoft.com/itpro/microsoft-edge/index

Compatibility Changes in IE 11 https://msdn.microsoft.com/library/bg182625(v=vs.85).aspx

 

 


Extending and Developing with the Microsoft Dynamics 365 Platform - PART II

If you like video

How about Building an xRM (Anything Relationship Management) Solution in a three part video series.

https://blogs.msdn.microsoft.com/crm/2015/11/25/building-xrm-solutions-a-three-part-video-series/

AND Does your Enterprise have access to http://www.pluralsight.com?

Well there are some awesome Dynamics developer classes via plural sight, put together and released by David Yack.

You can start here

 


Extending and Developing with the Microsoft Dynamics 365 Platform

One place to look for information regarding leveraging the Microsoft Dynamics 365 PLATFORM is in the Microsoft Dynamics Software Developer Toolkit (SDK). The Microsoft development teams have included a wealth of samples, knowledge and tips inside the SDK.

With Microsoft Dynamics 365 we have  three areas to consider and this post is about the third

1) Configuration : Walking through a series of questions found in the settings section (Business, Admin, Data, Services, etc.) of the platform, you can change how the system reacts based on your answers.

2) Customization : Using a business interface add new tables, fields, views, charts, dashboards and data entry forms.  

3) Extension : Writing additional code to extend the powerful Dynamics 365 Platform to meet even more business needs.

 So what are some of the resources available to you and things to consider when it comes to Extending the Microsoft Dynamics 365 platform.

Microsoft Dynamics 365 Developers Center

Microsoft Dynamics 365 Visual Studio Development Toolkit

A Community Alternative to the Visual Studio Development Toolkit for Dynamics 365

AND BECAUSE you want to write the absolute BEST extensions possible, and you want it to be something that any other Dynamics developer can praise, you also tap into the following community shared wonderful practices shared by Minal:

http://minaldahiya.blogspot.be/2016/03/coding-standards-for-dynamics-crm.html?spref=tw

Microsoft Dynamics 365 Development Best Practices

xRM Best Practices

 

 


The Power of Zzzzz's : Keeping a clean house

ZDoNotUse - (original name) 

ZToBeDeleted - (original name)

ZNotinUse - (original name)

ZDepreciated - (original name)

The power of the Z's. Why Z? When you tag a field with the first letter Z and your sort alphabetically the field or entity or view or chart or dashboard appears at the bottom of the list.

When you browse field in Advanced find, the fields starting with Z appear at the bottom of the list and when you are looking to do a quick cleanup, having all fields you want to delete start with Z can make life just a little bit easier.

So why would you flag a field ZToBeDeleted - (original name)? Why not just delete the field?

Well, if you have not experienced this first hand, Microsoft Dynamics 365 Build and Release processes MERGE, so if you delete a field in your development environment and you don't delete that field in your test environment, then the field will still exist after your build and release.

It should be noted that there are MANY different types of builds and releases and managed solutions bring a different dimension into this conversation, so let's just assume unmanaged solutions and manual build and release (for the sake of this conversation)

If you train your team to name every field that needs to be depreciated ZToBeDeleted - (original name) and you define a process where you then delete these in batch in ALL environments, then you can save yourself numerous hours of detective work.

The other tidbit is to mark any fields that are labeled with a Zxxxx - (original name) with an unchecked SEARCHABLE AND the awesome team at Microsoft slipped in a little handy trick for doing this quickly. You can now select a set of fields and use BULK EDIT to change three things.

1) AUDIT Yes/No

2) SEARCHABLE Yes/No

3) REQUIRED Yes/No

  Bulk Edit

 


Editable Grids

So it has been two months since Editable Grids were released (approximately) and there was a great wave of HURRAY's at the time.

For those online, just another awesome plus added to your environment.

For those on premise, it is time to move! Technology is moving too fast not to get into the fast lane so you can help your business stay always current with the latest and greatest options.

If you want to read more about editable grids, Sonoma Partners has a great little write up


Microsoft Dynamics 365 Software as a Service with Bling (updates/Service Packs in addition to the drip changes)

In my last post I talked about keeping up with what's coming (https://roadmap.dynamics.com) but I want to talk a little bit more about how I keep up.

One of the tricks is to know and understand the real versioning or the back channel versioning that you can see when you select HELP/ABOUT in the software.

Microsoft Dynamics 365 actually includes all features/functions/updates/service packs of version 8.2.x.xxxx

So consider the growth from the last numerous years 

v1.0.0.0

  • v1.2.0.0
  • v2.0.0.0
  • v3.0.0.0
  • v4.0.0.0
  • v5.0.0.0
  • v6.0.0.0
  • v7.0.0.0
  • v8.0.0.0
  • Etc 

and all the version in between and now we are at v8.2.0.000

 The Microsoft Dynamics team recently posted more insight on this concept of Updates in the following post

https://blogs.msdn.microsoft.com/crminthefield/2017/02/01/podcast-and-overview-december-2016-update-for-dynamics-365-aka-microsoft-dynamics-crm-2016-update-2-0-service-pack-2/ 


Dynamics 365 Growth and well WOW!

I have been working at Microsoft now for four and half years and one of the most awesome benefits of this is the learning culture and we get to attend TechReady and/or watch TechReadyTV. This is a time when internal resources are ramped up on all the latest and greatest and get opportunities to mix and mingle with the various product team members, program managers, visionaries, architects and more. We also get to get our questions answered and to build powerful relationships that help as we work with our clients. Go OneMicrosoft.

So I can't talk about the details, but I can tell you that: Well WOW, you will not believe what is coming on the Dynamics platform and this is also motivation to go look at what was just released in December 2016.

The increased internal recognition and appreciation for Microsoft Dynamics 365 as a powerful line of business application platform and the investment in adding to the platform in the same, great supported manner, just continues to blow me away. I also LOVE, LOVE, LOVE how closely the Dynamics R&D Team members are working with the other R&D teams, like the AZURE Teams and the Office 365  teams and so much more. 

The platform power together and the speed in which it is growing (major options every 6 months), just sends shivers down my back.

 You can keep your eye on the growth at https://roadmap.dynamics.com

Put your learning hat on and Embrace the change and growth.


The team behind Microsoft Dynamics 365 makes time to share (#msdyn365)

The team behind Dynamics 365 makes time to share, but some times goodies slip under the bridge and out of site. This post is to raise awareness of the CRM Team Blog and some f the goodies on GitHub for cool shares.

Take for instance this post from the awesome Jim Daly!

"I’m pleased to announce we have published two new mobile samples to GitHub.

Both of these samples demonstrate the same ActivityTracker functionality provided by earlier samples. They have been updated to use the Dynamics CRM Web API and they support iOS9 and Android 6 platforms. The iOS application is written using Swift 2, rather than Objective C.

ActivityTracker is a reference scenario for the sample apps. ActivityTracker helps a user quickly search for contacts, access recent contacts and easily report ‘check-in’ activities in CRM. It is designed for sales and customer service professionals to quickly access and update information on the go. With the published source code, the app can be easily modified by developers for your own scenarios and requirements.

For both samples, you will find complete instructions about how to build the sample applications. Find them here:

https://github.com/DynamicsCRM/iOS-Activity-Tracker-for-Dynamics-CRM-Web-API

https://github.com/DynamicsCRM/Android-Activity-Tracker-for-Dynamics-CRM-Web-API

Learn more at https://msdn.microsoft.com/dynamics/crm/mobilesdk.  "


Are you ready to exceed the expectations of the 72% of customers who expect a response to a complaint in under 1 hour?

Are you ready to  exceed the expectations of the 72% of customers who expect a response to a posted complaint in under 1 hour?

Thanks to one of my associates, Nick Fratello, for taking the time and energy to put this little video together which shows how to

  • Listen & engage customers on popular social channels
  • Understand customer's sentiment & intent toward your brand and organization
  • Escalate & resolve customer care issues consistently
  • Collect customer feedback & measure results
  • Transform customers into Fans

Dynamics CRM is not just C or X Relationship Management (CRM or xRM) anymore and as such the expansion to Microsoft Dynamics 365!

Microsoft Dynamics 365 is PACKED with powerful features that are fully configurable and can also be extended. Additionally a huge amount of resources, talent and energy are going into adding even more. If you want to keep up with the Microsoft Dynamics Development teams keep an eye on both the development team blogs and on the official Microsoft Dynamics Roadmap

Dynamics CRM is not just C or X Relationship Management (CRM or xRM) anymore and as such the expansion to Microsoft Dynamics 365!


Team: Prescribed vs. Defined

I must be getting old for I am having more of the Carousel experiences of life. 

Take for instance that one of the benefits of getting older is that you get to walk into situations where you have been before. You have multiple similar experiences to draw from based on many other projects. It is a gift to clients, because some processes that are less efficient can be avoided and they get more cream of the crop (potentially).

So the thought of the day?

When defining user stories, gathering requirements, detailing out the current processes of the day. Think really, really hard about defining the specific issues, problems and current state without including the solution.

Ideally what you want is a team solution. A solution that pulls from the experiences of all members of the team. This is harder than it sounds, because it requires that each person really listens to and understands the full scope of the problem. It then requires that the team jointly agrees on the issue or problems and once agreed, solutioning can begin.

Solutioning will need to include the technical best choices and training among the team on the strengths and weakness as well as the business best choices.

Now in an ideal world this would all be done with any egos parked at the door, but rarely is this the reality. People have strong opinions. Humans are designed to compete or culturally trained to compete and thoughts outside of the comfort zones, make people uncomfortable. Mix in the awesome power of diversity and the energy can get very confused.

YET when this energy is aligned and diversity and multiple opinions come together as one. Amazing happens.

So keep stretching for Amazing  and keep learning, because the more we push ourselves to learn outside our comfort zones, the more we learn to listen and hear and the more we learn to share, the better the experiences will be!


Automatic Testing and Dynamics in the world of CRM

Automatic testing is a bit of a niche skill and every application is different in terms of what is needed or what tools can be used. In this situation I depend on knowledge shared, because there is absolutely no reason that we can't learn from each other. Following please find some notes from the field on Microsoft Dynamics "CRM" Automated Testing

Knowledge shared is a powerful skill in the world of technology. It requires that you admit that you might be wrong, that you might have more to learn and that being vulnerable is worth the risk. Yes, it is very much worth the risk in this crazy fast paced world of growth.

 

Tools that the field mentioned:

Sessions discussing Automated Testing

Other Videos in this arena

 

 


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


Microsoft Social Engagement: Empower Each Individual and listen to your own sources

The awesome Jesper Osgaard has a great write up on how MSE has met the much demanded need to listen to RSS and Atom Feeds ..

Listen to custom sources in Microsoft Social Engagement

"Custom sources offer a way to get additional data from your favorite public RSS and Atom feeds. You can create search topic rules and filters to gain further insight into all your sources"

 

Is it time to listen to what is being said about your company?