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As part of an upgrade, I recently did a comparison of performance counters between various versions of Dynamics CRM. Some have been deprecated, while other new ones have been introduced.

Microsoft has provided the following documents for various versions:

Dynamics CRM 2011 Performance Counters – HERE

Dynamics CRM 2013 Performance Counters – HERE

Since Dynamics CRM 2015 has been around for a while, I’ve compiled a list covering the following versions:

Dynamics CRM 2011

Dynamics CRM 2013

Dynamics CRM 2015

This turned out to be quite a large list, so instead of pasting it here I’m just linking to it HERE. This is an Excel spreadsheet looking like this:

image

Alternatively it’s available

Some of the first information on the next version of Dynamics CRM have started to surface.

First, the name is confirmed to Dynamics CRM 2016

Here is the official announcement:

http://news.microsoft.com/2015/09/08/microsoft-reinvents-productivity-with-upcoming-release-of-customer-engagement-solution/

Also, here’s a post on the community blog by Bob Stutz, corporate VP, Dynamics CRM:

https://community.dynamics.com/b/msftdynamicsblog/archive/2015/09/08/microsoft-dynamics-crm-2016-delivering-the-next-generation-of-intelligent-customer-engagement

Notable highlights include:

  • Enhancements to Excel
  • Delve is now integrate, that should be a nice touch.
  • New CRM app for Outlook, this was long overdue
  • Documents across platforms
  • Mobility and Cortana enhancements
  • Cleaned-up UI
  • Enhancements to Parature integration, looking forward to the new features
  • FieldOne integration, probably at the same level with Parature when it was originally “integrated”, so we’ll just wait and see.

The following video highlights some of these features:

https://www.youtube.com/watch?v=KCyIKZ6wEm0&feature=youtu.be

As well as this video on Sales Productivity:

https://www.youtube.com/watch?v=LP-YYwf20Qw

Enjoy!

AppDynamics is a company focusing on application performance management (APM) and IT Operations Analytics (ITOA). They are based in San Francisco, CA.

The Application Intelligence market has been heating up recently even more than before. With tools that present a relatively lower price point, and better results for customers, now a lot of companies that could not afford this kind of monitoring are jumping on the bandwagon. Monitoring of complex distributed environment is a key to a company’s success, and can greatly help in the DevOps process.

AppDynamics is offering suite of tools in this space. The one we’re going to have a quick look at today is Application Performance Management (APM). The tag line for this is: “Monitor and manage complex applications to identify and resolve performance issues.”

From a deployment and performance point of view, this application is installed in the following pattern:

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With the Spring 2015 update we now have the ability to capture notes on enabled records using OneNote. This does not replaces the standard Notes functionality.

Requirements: You must have SharePoint integration configured. The OneNote notes live in SharePoint.

The configuration process involves the following steps:

Navigate to Settings > Document Management

OneNote_001

Click on the OneNote Integration link. This brings up the Integration Settings screen as seen below.

OneNote_002

Select the entities to enable for OneNote functionality, and click on Finish. After a moment or two of processing, you are done.

Now navigate to a record for one of the enabled entities. You will now see the ONENOTE link next to the original NOTES one.

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The following exams have surfaced for Dynamics CRM 2015:

MB2-704 – Microsoft Dynamics CRM Application

MB2-708 – Microsoft Dynamics CRM Installation

MB2-720 – Functional Application in Microsoft Dynamics Marketing

Free Second Shot on all of them until May 31, 2015.

image

UPDATE: the following exams have also been added:

MB2-706 – Microsoft Dynamics CRM Online Deployment

MB2-707 – Microsoft Dynamics CRM Customization and Configuration

Enjoy!

Scenario: Multiple Organizations exposed internally and externally (IFD) as sub-domains of the same main domain.

Example Organizations: Org1, Org2, Org3

Internal URLs:

https://CRM.domain.local/Org1

https://CRM.domain.local/Org2

https://CRM.domain.local/Org3

External URLs:

https://CRMOrg1.domain.com

https://CRMOrg2.domain.com

https://CRMOrg3.domain.com

As far as certificate requirements, we can use a single wildcard certificate. The challenge is though that SSL can not be bound to .local domain, so the internal URLs will need to share the same domain. They will become:

https://CRM.domain.com/Org1

https://CRM.domain.com/Org2

https://CRM.domain.com/Org3

You will find this kind of question a lot from on-premise clients that are now trying to integrate with a 3rd party solution (SaaS), and need to configure IFD.

Enjoy!

Configuring Entitlements in Dynamics CRM allows us to define how many cases are available to a customer for a certain duration. This functionality was introduced with Dynamics CRM 2013 SP1 in spring 2014. You must upgrade your Dynamics CRM 2013 Organization to Service Pack 1 to take advantage of this functionality.

When configuring entitlements by channel, there is one trick to be taken into consideration. Let’s say for client ABC we need to define entitlements for regular communication channels, like Web, Phone and Email. We also need to define a separate set of entitlements for social channels like Twitter and Facebook.

You need to actually configure in all Entitlements all Channels in order to be able to filter by channel.

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Connections were introduced in Dynamics CRM with version 2011. To the day, various customizations are taking advantage of the enhanced functionality of Connections.

The main advantage over Relationship Roles is the ability to relate almost all entities in Dynamics CRM. With Relationship Roles you were only able to relate Accounts, Contacts and Opportunities.

The process to create new Connections is quite simple and straight-forward. In the context of your solution, navigate to Connection Roles, add a new one, give it a name, select the type (pre-defined types include business, family and other options), and select the entities it will relate.

We are going to look at using Connection Roles in the context of associating Project Stakeholders to a custom entity called Project.

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Continuing with THIS series of posts, today we are looking at using the Flot JScript library for visual rendering of data. Flot is a great little library for charting. It is available from HERE.

The Flot library has a few graphing variations available, and we can easily change the CSS as needed to make it look even more appealing. The idea is that presenting information visually will make our users so much faster, and more inclined to quickly glance to see what’s going on, rather than deep dive.

In this short article we focus on the Flot pie charts. What we will achieve is this:

image

Notice how, for the purpose of this demo, I have left the available rendering option buttons on the form. You can change the rendering type as needed, until you figure out which is the best to use. I like to do that with customers because giving them choice empowers them and engages them in the discussion.
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Keeping in line with a previous article about using the Bootstrap library with Dynamics CRM, in this article we will look at using another JScript library.

This mini-series of articles relates to the topic I’ve presented at eXtreme CRM this year. It all revolves around visual presentation at the record level. While Dashboards are nice, humans are “visual animals”, and as such, presenting information visually at the record level is not only eye-candy, but also can make a user of the system more productive, and more eager to adopt a new tool.

The previous articles in this mini-series are:

HTML Web Resource in Dynamics CRM

HTML Web Resource in Dynamics CRM [2]

Bootstrap Progress Bar in CRM

We’re going to be looking now at Easy Pie Chart. There are two reasons I like this library. First off, it is very light. Second, I like the animation. Makes it more “look here first” like. I’ll be using it as is, with no visual customizations, but if you want, feel free to tinker with the CSS.
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As promised, I am posting a series of blogs related to the session I presented at eXtremeCRM 2014 on using external JScript resources with CRM. The first topic I want to tackle, is using the Bootstrap progress bar with percentage in CRM.

The business concept revolves around the fact that most sales people are looking for a quick way to identify what completion percentage each lead is at. While now you can achieve something similar using the Business Process Flows, the addition of the fields to each step, and the whole presentation in some cases might be taking too much real estate. Furthermore, with the progress bar you can present a more granular progression that you would normally do with Business Process Flows.

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I’m honored and humble by the award. I’ve just received the big news yesterday, first time MVP.

A big thanks goes to the community for the support. The experience so far is great, with a bunch of warm welcome messages already.

For those attending eXtreme CRM this year, I’ll be there to meet you all in person. Come by my session and say hi.

Signature Graphics

Thanks!

MVP Reconnect

Check out my course [Video]

Dynamics 365 Customer Engagement Administration

Dynamics 365 Customer Engagement Administration

Check out my course [Video]

Configuring and Extending Dynamics 365 Customer Engagement

Configuring and Extending Dynamics 365 Customer Engagement

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Getting Started with Dynamics 365 Customer Engagement

Reviewed Book

Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations

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Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

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Microsoft Dynamics CRM 2016 Customization - Second Edition

Microsoft Dynamics CRM 2016 Customization - Second Edition

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Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

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Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

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Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

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