I recently reviewed an ideation platform, and looking at the new features added to Dynamics CRM 2016 Update, the Feedback features caught my attention.

Starting with the latest update, we now have a built-in entity called Feedback. Here’s the official documentation:

https://msdn.microsoft.com/en-us/library/mt728949.aspx

So, now we can not only collect feedback, but also rate records. And this applies to all records in the system, both system and custom, where enabled.

Enable entity for Feedback

First step is to enable an entity for feedback. The easy way (you can do it programmatically too) is to navigate to the solution storing your entity definition, and on the entity property tab to find the Communication & Collaboration section on the General tab. You will find there the option to enable Feedback.

Note that for new entities, this is enabled by default. If you don’t use it, make sure to disable it. I would not want that enabled for most entities probably, so I think it should be off by default.

image

Note also that this is one of the options that, once enabled, it can not be disabled.

Configuration

Once you have this feature enabled, you will find in your entity the relationship to feedback, as seen below:

image

Observe that, by default, you can track feedback from both internal and from an integrated portal, if you have one. So far, this serves me well for the ideation platform.

Within the feedback record, you can first observe that, by default, there is in place the ability to have the status as Proposed or Accepted. This is nice, as you can enforce an approval process for feedback, and only take into consideration approved feedback. This can be beneficial for feedback from public, captured from a portal.

image

The rating is what I was looking for. It is by default just a text field, but you can enforce rules to make sure you only capture the format you need. Let’s say I want to have a rating on the portal with 5 stars, so I’m only going to capture a value from 0 to 5.

Now that I can capture feedback and rating, I want to roll-up the rating. I want to display on the idea record the average of all ratings from the feedback.

On the Idea entity, I can add a simple roll-up field. I defined it as a Whole Number Rollup field, and added the following definition:

image

And once it’s saved and published, I modify the default idea form to add this field, and the default view to add this column.

Result

Looking at a record view of ideas, now I can quickly see the ratings, sort and filter by rating, etc. And all this without a single line of code. Sweet!

image

Enjoy!

A new feature introduced with Dynamics CRM 2016 Update on both online and on-premise is the ability to use word templates. This makes simple reporting a lot easier now, as well as provides assistance with various data print jobs. A very welcomed feature added.

But let’s have a look at what this is and how to use it.

One common question back in the day was: How do I print this record? Can I just do a print? Do I do a print screen?

Not any more. Now, with a simple template, we can print a nicely formatted record, showing exactly the information we need, in a layout that’s pleasant to both users and customer.

The process involves a few steps. Let’s have a look at the steps involved:

  • Create a template
  • Define the template (design)
  • Upload the template to CRM
  • Generate a document (test before you release)

Creating a Word template

The first step is the creation of a Word template. This is a process we start from within Dynamics CRM. Navigate to More (…) > Word Templates.

image

From the fly-out menu select Create Word Template.

Follow the prompts and select Word for template and the entity you started from. Next slide in the wizard shows you all the relationships active on the selected entity. This is a very important part of the wizard. Select the relationships you intent to use to bring into your template data fields from related record. You should understand the data model for Dynamics CRM.

If you only need to bring into your template data fields from the current record alone, nothing needs to be selected here.

Once done, click on Download Template and save it locally. Now comes the editing part.

Define the template

With the template provided saved on your machine, now it’s time to define how the final output will look like. You can make it as fancy as you need, your knowledge of Word editing being the limit.

When you open the template file you downloaded, it will show you a blank page. That’s normal!

Next, enable the Developer tab in Word. You do that from File > Options > Customize Ribbon.

As all new products, a few issues are documented by Microsoft as possibly causing crashes. They are:

  • Auto-correct – might lead to freezes when customizing word templates. Turn off auto-correct if that happens.
  • Content types – use only plain text or picture.

On the Developer tab find and select the XML Mapping option. Make sure to select from the drop-down the correct schema as seen in the screenshot below:

image

Create your page design using tables, images, headers and footers, etc. Introduce the CRM data fields at the correct locations from the XML Map.

When you are satisfied with the layout and format, you are ready to push the template back to CRM and make it available to users.

Upload the template to CRM

Now here comes the flexibility. You do not have to be an admin to use this template yourself. You can actually create your own custom templates, and use them yourself.

If you want to make the templates available to all users, you need to either be an admin, or have an admin perform the template load for you.

As a user, to load the template for personal use, you follow the same steps we covered in extracting the base template from CRM. You navigate to a record. This defines the record type for the template. From the Create Word Template wizard select Upload and load your template. Once done, this template will be available for you to use on any record of that selected type.

In order ta make a template available to all users, as an admin, go to Settings > Templates > Document Templates and upload the template there.

This makes it available to all users that have permissions to use it.

Generate a document

As mentioned before, always test before you release. You can test by loading the template for yourself only first. Once you are satisfied with the output, load it through the Documents Template menu in Settings.

Now you have a nicely formatted way of printing records. All users of Dynamics CRM should take advantage of this feature to create nicely formatted print-outs for reporting or for customer communication.

Enjoy!

Preview features are constantly being added to Microsoft Dynamics CRM Online, and as old ones roll into full features, new ones take their place. As such, this is one of the areas I like to keep an eye on to see what’s coming.

We enable preview features by navigating in our Dynamics CRM instance to Settings > Administration > System Settings. Find the Previews tab and check the “I have read an agreed to the license terms” checkbox, as seen below.

0003-01

Once you have that enabled, you can start selecting the features you want to enable. I’m going to focus now on the Organization Insights Preview feature. The feature description is available at

https://technet.microsoft.com/library/mt703628.aspx

In a nutshell, this is a new dashboard that allows us to get insights into the key CRM metrics for your organization. This feature was added as a preview with Dynamics CRM Online 2016 Update 1.

Like all preview features, this might not be complete, fully functional, and is not meant to production use. With that in mind, there is no real risk in adding a new dashboard to the organization, if used sparingly and only by the administrators of the organization.

With the feature enabled, go into any of the modules to the Dashboards section and find in the dropdown the Organization Insights Dashboard. Once selected, you are presented with a screen similar to the one below.

0003-02

As you can see, it’s a standard layout with 6 sections, just like the default dashboard. You can find this dashboard now in the organization listing of dashboards, as you can open it in edit mode. But this is where the similarities end.

The six charts displayed are not editable. First indication on the difference is the way they render, with a JavaScript fly out when hovering over elements that’s quite different from the standard dashboard experience. I would expect that this the result of the feature being in preview, and it will be aligned with the rest of the system.

You can create new dashboards, or edit this existing dashboard. You can change the order of the elements, remove them and re-add them by clicking on a section and selecting from the toolbar the Organization Insights button or the new icon, as seen below.

0003-03

So, if you remove one chart, not all is lost. You can re-add it, just not as a regular chart (that’s where I looked first).

Looking at the individual charts, we have the ability to filter the data by the time intervals provided of 2 hours, 48 hours and 30 days. Nothing in between for now.

Interesting enough, each chart has a help link at the top right in the form of a question mark in a blue circle. They all lead to the same TechNet help article located at:

https://technet.microsoft.com/library/mt703628.aspx

There you’ll find a description of each chart, as well as a description of the data aggregation intervals for each time filter criteria.

The default selection for time interval filtering is set at 2 hours (2H). Even if you try to change it when creating or editing the dashboard, once you publish it defaults back to 2H.

Likes:

  • I like how the fly-outs are bordered with the same color border as the element highlighted. This makes it so much easier to read.
  • I like the rendering and responsiveness of these new charts.
  • I like the ability to select the loopback (time filter) period.

Looking forward to:

  • Ability to customize the charts and create new ones. You are really limited to 6 out of the box right now.
  • Ability to customize the Lookback. It would be nice to not only change the lookback intervals, but default specific lookbacks per chart.
  • Remove the link to help. This is fine for a preview feature, I hope it’ll be removable once ready for production, especially since all point to the same article.
  • Refreshing it defaults you back to 2H lookback. This is really annoying.

We’ve always had to resort to all kind of tweaks to generate any kind of administrative dashboard. This is a good step in the right direction. Once this feature is completed, this kind of dashboard would be invaluable in a command and control center monitoring the environment. Throw it on a screen on the wall and have almost real-time data.

Enjoy!

 

One of the most common question driven by the push to Cloud is: How do I get my on premise accounts working with the cloud services I am using now?

From the perspective of Microsoft Dynamics CRM, but not only, SMBs typically have an on premise infrastructure, with a local Active Directory setup. For those that have not yet embraced Office 365, but want to take advantage of Microsoft Dynamics CRM, this process might seem a little daunting. Yet, it needs not be.

Directory integration is the way to tackle scenarios where an on premise directory service needs to integrate with Microsoft Azure Active Directory, aka Microsoft Azure AD. Some of the benefits touted by Microsoft for this hybrid deployment scenario are:

  • Simplified administration
  • Streamlines sign-in experience
  • Unified administration experience for both user and device identities
  • Unified application administration
  • Leverage single sign-on to cloud based solutions

Specific scenarios are supported for a hybrid identity infrastructure. Choosing one of the supported scenarios depends on the type of service you want to offer your users. The following table provided by Microsoft at https://msdn.microsoft.com/en-us/library/azure/jj573649.aspx describes the difference between two common deployment scenarios. But let’s first have a look at the available options.

Directory sync

Directory sync (directory synchronization, DirSync) is the configuration that allows management of directory objects from your on premise Active Directory. The changes are synchronized up to your tenant.

The downside to this approach is that users will have separate user id and passwords between the on premise and cloud services. Not ideal, other than for unified administration experience.

 DirSync with Password Sync

As the next step up from plain vanilla directory sync, DirSync with password sync allows users to use the same username and password across all services, cloud based and on premise. This already makes life easier for users, by reducing the need to memorize another username and password. It also leverage the same unified administration experience, making it easy enough for administrators to deal with account changes.

DirSync with Single Sign-On

Taking the previous scenario a step further, in DirSync with single sign-on users not only use the same account and password, but seamless authentication with cloud services is available when locally logged in with the provided account credentials. This means no authentication prompts at all when accessing both local and cloud resources with your Active Directory account credentials.

The setup in this scenario is a little more complex, requiring the organization to have not only the typical on premise Active Directory, but also to provide a security token service hosted on premise. Typically this is ADFS (Active Directory Federation Services).

From a Dynamics CRM perspective, you will required this setup anyway if you intend to deploy your on premise hosted Dynamics CRM in an IFD (Internet Facing Deployment) scenario.

Multi-forest DirSync with Single Sign-On

Extending on the previous scenario, this scenario requires a similar setup, but offers synchronization across multiple forests. The Active Directory structure is comprised typically of a few logical components, including Organizational Units (OUs), Domains, Domain Trees, Forests. For details on the structure and components of Active Directory you can have a quick look at the following link, but it is advisable to talk to an AD expert for deployment/configuration.

https://technet.microsoft.com/en-us/library/cc759073(v=ws.10).aspx

With all this information in mind, when launching on the journey to extend your services to cloud, take into consideration what type of Hybrid Identity Infrastructure you need to implement. Err on the side of caution, and go with the minimum required scenario.

Toolset

Azure AD Connect is the newest kid on the block for hybrid integration tools. For an introduction to the tool, as well as a link to other tools comparison see the following knowledge base (KB) article in the official documentation:

https://azure.microsoft.com/en-us/documentation/articles/active-directory-aadconnect/

NOTE: This has been an awareness overview, always involve your AD Administrator or an AD expert when making any changes to your Active Directory infrastructure.

Enjoy!

With the release of Dynamics CRM 2016 Update 1, now we have the ability to add SLAs to all custom entities and selected system entities. Prior to this release, SLAs were only available to incidents represented by the Case entity.

The following system entities now support SLAs in addition to the Case entity:

  • Activity entities
  • Account
  • Contact
  • Invoice
  • Opportunity
  • Quote
  • Lead
  • SalesOrder

Enabling a custom entity for SLAs is done from the Entity Definition form. Scroll down to the Communication & Collaboration section, and find all the way at the bottom the check box for Enable for SLA (Fields will be created). Note that this is one of the settings that, once enabled, it cannot be disabled. Make sure you really need to enable SLAs on this entity.

0002-01

NOTE: The MSDN documentation at one point states that you must have Business Process Flows enabled on the entity in order to enable SLAs for a custom entity. This is not true, as you can enabled SLAs without having Business Process Flows enabled. There is no relationship between BPF and SLAs.

Once you have the configuration in place, go ahead and create the SLAs and the SLA KPIs as needed, same way you would have done it for a Case entity before. Choose the default SLA also. Alternatively, you can programmatically apply the correct SLA by setting the SLAid attribute based on a condition.

With SLA functionality, the following limitations are enforced in CRM Online:

  • Maximum 5 SLA KPIs per entity for active SLAs.
  • Maximum 7 entities will support SLAs at the same time.

One any of these limits is exceeded, you will be prompted with an error on activating the SLA.

Enjoy!

With the new update to Dynamics CRM, one the last outstanding issues with small footprint but big impact is the addition of a Customer field type. Where before we had to hack all kinds of approaches to reference either an Account or a Contact, now we can easily do it on any entity type. Hurray!

In order to add a Customer field, modify an existing form or create a new one, and add a new field. In the data type select from the drop-down Customer, as seen below.

0001-01

Once you do that, you can select the naming preference for the new relationships that are added. As seen in the screenshot below, new relationships are added to both the Account and Contact entities.

0001-02

Looking into the N:1 Relationships, you will find these new ones as seen below:

0001-03

With the field added to the form, we can now select either a Contact or an Account, as seen below:

0001-04

The Customer lookups that were already available on the following entities will remain the same, and function just as before:

  • Contract
  • Incident
  • Lead
  • Quote
  • Opportunity
  • SalesOrder

If you need to create this lookup programmatically, you can call new CreateCustomerRelationshipRequest message. For the technical details see the MSDN documentation available at:

https://msdn.microsoft.com/en-us/library/gg509035.aspx#BKMK_createcustlookup

For the class details see:

https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.messages.createcustomerrelationshipsrequest.aspx

Enjoy!

Update: Book has been officially released. Find it either at Packt or at major online bookstore retailers.

My new book just became available for pre-order. Due to the great feedback received from the previous edition, I am releasing a new and improved version to the Dynamics CRM Customization book. This new edition includes coverage of the newly added features up to Dynamics CRM 2016.

BookCover

The book will be available through the usual channels. I will be adding more links here as they become available:

Packt Publishing

Amazon.com

Enjoy!Winking smile

One of the new features made available in preview is the Task Flow functionality. This applies to creating logical business flows to execute on mobile devices (both phones and tablets). One example provided in the documentation is the post-meeting steps to be executed after a client meeting.

The official documentation is available at:

https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-create-a-new-task-flow.aspx

As per the note, a preview feature is not to be used in production, as it might not only change, but it might contain incomplete features.

In order to enable preview features, you must be an administrator. Go to Settings > System Settings. Find the Preview tab all the way to the right.

clip_image002

Here make sure you check the agreement check box, and then switch the Task Flows for Mobile Preview radio button to Yes. Click OK when done.

The provided steps in the documentation demonstrate how to create a new flow. Observe the following change to the process flow creation:

clip_image003

Once the process flow is created, the configuration interface is very similar to any other process flow. You have the usual features, like adding fields, steps, branching, pages etc.

On the Task Flow Details section, once you expand it, you can set an image and a description.

The paging concept is similar to that of a classic Dialog, where we guide the user through several screens to get to a final point.

Branching works again just like with other processes, where conditions are set to dictate the correct path to follow.

clip_image005

Don’t forget to Save and Activate the new process. It will show up in your My Processes/All Processes view, depending on the owner you assign.

clip_image007

With the Task Flow activated, once you refresh the mobile application it will be available to use.

clip_image009

The refresh will take a short while. Once it’s done, since we created this task flow on the contact entity, let’s navigate to a Contact. We can trigger the newly created Task Flow by selecting the symbol at the bottom-left of the screen.

clip_image011

Observe the image we selected appears as the background for our Demo task Flow. Select this flow. It will take you through the following screens.

clip_image013 clip_image015

That same image is in each form header. The title shows up right on top, as defined for each form.

Enjoy!

Traditionally, consulting organization, in particular in IT, have been focused on specific technologies. As a result, we have seen a lot of services and offerings around a specific stack, with a very defined platform and skillset.

This approach is very efficient, and allows organizations to maximize resource allocation. The clear focus on a particular platform allows for the creation of a highly skilled workforce, very good technical resources with the ability to handle complex situations in a very dynamic way.

Is this the way to go? Is this what the market really needs?

The advantages of platform and/or technology focused teams is undisputable. From the ability to handle complex situations, to the ability to deliver complex projects in record time, it is a great win for both consulting organizations as well as customers. But the market evolves at a very rapid pace. We are seeing more projects where not only requirements evolve during the project evolution, but instances where the market dictates evolutionary changes. The increased level of customizations and options in various products requires rapid adaptability and an increased interaction between multiple platforms. What used to be a very focused solution now can easily span multiple technologies, with various degrees of integration complexity.

The focus now becomes how to communicate and position an engagement with that level of complexity. We are boxing ourselves in when we have a platform focused discussion with a customer. There are a few different aspects to be considered now. The discussion starts with the focus on the business. For technical people, many times, it is difficult to disconnect yourself from the technology and listen to the business need alone. Making abstraction of the underlying technology solutions is even harder when the consulting organization is structured around technical platforms and skillsets, and the commission is based that particular sale.

We need the ability now to stand back and look at the big picture. We need to focus primarily on the business, the processes, and the ability to influence substantial improvements. This will lead us sometimes on the path of solving a more complex problem, and providing better return on investment.

The way we tackle these discussions has the potential to define us as trusted advisors for our customers. We can bring to the table years of experience when it comes to various technologies, but we need to appreciate more the years of business knowledge the client brings to the table. The best solution is a solution that blends both. And also, a solution that is not focused on a single platform where we might be experts at.

We should strive to become experts at piecing things together like Lego blocks. We also see that approach with many solution providers. In the Microsoft ecosystem alone, during the last few years, we are seeing how platforms are starting to blend together and function as one. Selling a SharePoint engagement, or a Dynamics CRM project, or any other type of project is a simplistic way of looking at things. Too often we have to begin by looking at how the business performs, and what are the top features required for that particular organization. We can then start extrapolating, and looking at a generic overall solution that encompasses various processes and functions. Only when that picture is clear, we can start looking at what pieces fit the model.

With the advancements of cloud, that story becomes easier to tell. A lot of new features now rely on communication between all these components. We see a re-focus around Azure and Office 365 working with SharePoint as a background service more than anything else. We can use these features now in Dynamics CRM and Dynamics AX to an extent. We can use 3rd party solution like the ones from KingswaySoft or Scribe for integration to other platforms. This gives us the flexibility to step outside of the Microsoft ecosystem, and integrate now into other SaaS platforms. Custom Azure APIs allows us to tap into pretty much any other system. What used to be traditionally a Microsoft owned shop now has the ability to become a blend of the best tools for the trade, no matter the source. And Microsoft understands this. We have seen this over and over, with opening the office tool set to all platforms, with the increased adoption of open source and embracing Linux, and more recently with SQL on Linux. It becomes harder to ignore the trend.

As consultants, our responsibility now also increases exponentially. We now have to understand multiple platforms, and we need the ability to make the right decision on which tools apply better to a particular engagement. We need to see the bigger picture, and we need to be able to advise and guide our customers towards the best possible outcome. This could be a solution that might seem at first more complex than needed, but it gives our customers the ability to grow and expand as the business evolves. This could be a modular solution, that allows adding and removing components as needed, allows changing business processes on the fly at no or minimal cost to adapt to change.

The Value Proposition now takes into consideration all these aspects, and the potential client now trusts you enough to award you the project. It is as much of an elevator pitch as it is a process to understand and educate customers.

The Spring Wave release for Microsoft Dynamics CRM 2016 has been announced. Here’s the announcement:

Dynamics Blog

As mentioned, the focus is on the FieldOne and Adxstudio acquisitions and their integration onto the core platform, as well as Machine Learning enhancements.

A video of the new features is available here:

https://youtu.be/2Uy5Ql30tQc

In addition, and of great importance, the CRM Roadmap site has been also announced. It is available here:

CRM Roadmap

Here you will find all the necessary details about existing features release, in preview, in development or postponed. A great source of information.

Enjoy!

Dynamics CRM MVP

Dynamics CRM MVP

Check out my Book

Microsoft Dynamics CRM 2016 Customization - Second Edition

Microsoft Dynamics CRM 2016 Customization - Second Edition

Check out my Book

Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

Check out my Book

Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

Reviewed Book

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 342 other followers

Follow TheCRMwiz on WordPress.com