Microsoft Dynamics 365 CRM offers a plethora of robust features and capabilities, making it a highly sought-after solution for businesses aiming to enhance their customer relationship management processes. Dynamics 365 offshore development services can be a great way to leverage the benefits of this platform while reducing costs, gaining access to a wider talent pool, and expediting software development cycles. In fact, it is projected that the global offshore development market will reach a substantial value of USD 283,457.5 Million by 2030. However, these partnerships often present significant cultural and operational challenges that must be effectively managed to ensure success. When it comes to Dynamics 365 offshore partnerships in the context of Microsoft 365 CRM, organizations need to be proactive in addressing these challenges to maximize the potential of their collaboration. This blog article will look at these problems and offer helpful methods for dealing with them.

Operational Challenges in Offshore Development Partnerships

Aside from cultural obstacles, offshore development collaborations may face operational issues that must be carefully managed. Among these difficulties are:

• Project Management:

Effective project management becomes crucial when working with Dynamics 365 outsourcing company. Clearly defining and communicating project goals, timelines, and milestones are essential for successful collaboration.

• Quality Assurance:

Maintaining consistent quality throughout the development process can be challenging when working with remote teams. Establishing quality assurance methods and testing methodologies to deliver high-quality solutions is important.

• Security and Compliance:

Sharing sensitive data and information is common in Dynamics CRM professional services. Ensuring the security and compliance of sensitive data in accordance with relevant regulations is critical to safeguard the organization and its stakeholders.

Cultural Challenges in Offshore Development Partnerships

Working with offshore development teams presents cultural differences that might be challenging. Here are a few common roadblocks that businesses may face:

• Language and Communication Barriers:

Language issues can impede effective communication and understanding between onshore and offshore personnel. Miscommunications and misunderstandings can lead to project delays and errors.

• Different Work Cultures:

Every country and organization has its own work culture, encompassing customs, values, and communication styles. Cultural differences can impact teamwork, decision-making processes, and project outcomes.

• Time Zone Differences:

Dynamics CRM bespoke development often involves teams operating in different time zones. This can pose difficulties when scheduling meetings, addressing urgent matters, and maintaining constant communication.

Offshore Development Partnerships – Tips for Managing Cultural and Operational Challenges

To overcome the cultural and operational challenges that arise in offshore development partnerships, consider implementing the following tips:

• Communication:
  • Establish clear communication channels and use tools that facilitate seamless information exchange.
  • Consider using a common language or providing language training to improve communication effectiveness.
  • Be tolerant and understanding of cultural differences when communicating and resolving disputes.
• Project management:
  • Create a detailed project plan that clearly defines objectives, deliverables, and dates.
  • Establish defined roles, responsibilities, and communication channels.
  • Track and analyze progress on a regular basis to ensure transparency and alignment.
• Security and compliance:
  • Implement strict security measures like encryption, access controls, and secure data storage.
  • Comply with any compliance requirements and standards for your industry and region.
  • Assess and update security processes on a regular basis to reduce risks and secure critical information.
• Quality assurance:
  • Implement a robust quality assurance process that includes thorough testing at all phases of development.
  • Conduct regular quality assurance inspections and provide timely feedback to offshore teams.
  • Foster a culture of continuous improvement and learning to enhance the quality of deliverables.

Offshore development partnerships with Microsoft Dynamics 365 CRM offer significant benefits for businesses seeking cost-effective solutions and global expertise. However, these partnerships can be challenging to manage due to cultural and operational differences. To overcome these challenges, organizations must address language barriers, understand different work cultures, manage time zone differences, and implement effective project management, quality assurance, and security measures.

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By choosing Inogic as your outsourcing partner, businesses can benefit from our extensive experience, technical expertise, and unwavering dedication to customer satisfaction. Whether it’s app customization, system integration, or overall platform enhancement, Inogic’s expertise and comprehensive solutions make us an ideal partner for organizations looking to maximize the potential of Dynamics 365 CRM and Power Platform. To learn more about how Inogic can enhance your Dynamics 365 CRM and Power Platform experience, please visit our website at www.inogic.com or contact us via email at crm@inogic.com.

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Below Process or Steps are not to be implemented for all Scenario and doesn't include CDS as well. This is just a Generic Flow Sent to one of a Support client to make them understand how deployment with multi Environment (Prod and Non-Prod) are done in Layman Language as we were Seeing constant change on Production by System Users.

QUICK SUMMARY

• No Development or Customization should be done on UAT and PRODUCTION
• Customization roles are never Given to System User or System ADMIN. Customization Roles and Credentials will only be with IT, Admin, and Support Team.
• Deployment From DEV to UAT and UAT to Production needs to be followed and should only be done by the Support team or Deployment Team
  1. Case Number is registered Support Portal
  2. All emails follow-up and requirements should contain Case number in Subject.
  3. If ticket Require any FIX/CHANGE/DEVELOPMENT, A new Solution Package is created with the Case number in CRM DEV Environment containing all the development or changed components
  4. Once unit testing is done of DEV by the Support team, Solution Package will be moved to UAT.
  5. After UAT Deployment, System User will be informed to Test Fix and change.
  6. If System User Failed the Testing, Fix will be done in Dev first and then only moved to UAT for retesting
  7. If the System User Test is Successful, the Support team will send Deployment Document with Required component and Fix details
  8. Once the Document is signed by System User, the Support team will Deploy Solution from UAT TO DEV.
  9. Validation will be done by the Support team and Confirmation will be sent once done.
• Once Deployment is done, or the Issue has been resolve Case will be closed.

Deployment Process (Again for Non-Technical System Users)

Microsoft dynamics 365 CRM ProjectName has multiple instances i.e. DEV,UAT and PRODUCTION and support/dev team need continuous fixes/development releases to Production and as explained in below process,

1. Development can only be done in DEV that can include
   – Entity, Fields, Relationship, Optionsets
   – System + Custom Templates
   – Process/Flow/Codes/business rule/web resources
   – Security roles, Field Security, Reports, System Settings, Configurations
   – Forms, views, charts, dashboards, Sitemap
   – E.T.C
2. No Development or customization can be done on UAT: UAT is for Integration + process + Performance testing
   – All Customization + Confirmations need to be moved from DEV to UAT using Solution Package and Configuration Migration
   – Can only Map Transaction data to Configurations Example In Approval Process actual or test Approvers user can be mapped in UAT
   – No Dashboard Change, No Charts Change, No Configuration change, No field mandatory non-mandatory Change,No security role change, No email Template, No Workflow Change, No Field Creation, No Report change, No System Settings, No System or Custom views changes can be done directly on UAT

3. PRODUCTION: All customization + configurations need to be moved from UAT to PROD using Solution and configuration migration package deployment.
   No Development or Customizations of any type can be done on Production
   NOTE: To prevent this as per standards, Customization roles are never Given to System User or System ADMIN. Customization Roles and Credentials can only be with the IT Admin and Support Team and can only be used in the presence of the Support Team.
   Also, Customization Role Removal doesn’t remove Charts, Dashboard or advance find Rights. System admin can still be Accessible by system admin.

   

Key Roles and Permissions on Environments

Below are the issues/Problems which can occur if we don’t follow standard Deployment process and Stockholder Access Levels

1. For smooth DEV -> UAT -> PROD Fix deployment i.e to prevent solution errors and issues post-deployment.
2. Prevent Missing Dependencies and overwriting existing important customization
3. GUID can be different which can break integration or approval process
4. Performance issue
5. Troubleshooting can take more time than usual and Downtime can increase so user cannot access Production
6. Unequal multiple environments will result in no Fix Deployment and unexpected system behaviors and would be difficult to troubleshoot

Below are the Stockholders, Login Access and Permission as per standards

 

The post Deployment process flow and Access level Distribution for Support client (Non Technical Explanation not the Current Best Practice ) appeared first on Microsoft Dynamics 365 Blog.

SOURCE : mscrm.com

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Global Search is the latest and useful feature in Microsoft Dynamics CRM 2015 , allowing users to query across multiple entities.

1. A query Box on top navigation
2. Global search entities need to be configured first (default contain Account, Contact, Lead, Opportunity, User, Activity, Case )

Enter search query to get result from multiple entities of default global search

We can also filter from default configured global search

We can modify global search entities : Settings > Administration > System Settings

A select entity option Window will appear , with this we can arrange the entity order .

Once entities are configured we need to add fields in quick find view Settings > Customizations > Customize the System > Entity > Views

add columns and filters

Publishing the view change. Hope this was help full.

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The post Modifying Global Search in Dynamics 365 / Enable Global Search in Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.

1. ONE TO MANY     ( 1:N ) Relationship
2. MANY TO ONE     ( N:1 ) Relationship
3. MANY TO MANY   ( N:N ) Relationship

Before going through the details of each one of above There is a common column in ( 1:N  & N:1 ) Relationship Known as Type Of Behavior.there are 4 Type of Behaviours .

1. Parental : In this type of relationship Behavior , any action taken on the parent record is also taken on the child entity record.  For example if the parent record is shared with a user, all the child records will also be shared with the same user.

2. Referential : In this type of relationship Behavior, the action taken on the parent entity record will not impact the child entity record

3. Restrict Delete : In this type of relationship Behavior, the action taken on the parent record will not impact the child entity record but you cannot delete the parent record until the child record exists

4. Configurable Cascading : In this type of relationship Behavior , The Configurable cascading allows the user to choose the Behavior they want to be apply. Below are the behaviors that can be configured:
         Cascade All : This Behavior performs an action on all the related child records. For example if my opportunity is assigned to an another user then all the child records should be assigned to the same user
         Cascade None : This Behavior performs no action on the child records
         Cascade Active : This behavior performs action only on the active records
         Cascade User : owned – This behavior performs action on the child records which are owned by the same user as parent
         Remove Link : This behavior only removes the link for the child record without modifying anything on the record.

ONE TO MANY ( 1:N ) Relationship 

This can be created manually and also created automatically on creation of lookup field to child entity of parent entity.

” Any one entity instance from the primary entity can be referenced by many entity instances from the related entity. “

This also create an navigation panel when we click on display option and can provide default plural name or an Custom name .

 

Note: The navigation panel for 1:N will only be shown on primary entity.

MANY TO ONE ( N:1 ) Relationship

Example : Example : One entity has only one CreateOn field , Same CreateOn field  can be in “N” no of Entities.

                     ” Many entity instances from the related entity can reference any one entity instance from the primary entity. “

MANY TO MANY ( N:N ) Relationship 

This is the most complicated Let Understand it by an practical.

                        ” one or more other entity instances of the current entity can be related to an entity instance of the same entity “

Step-1 : Lets Create an N:N Relationship Between “Account” an “Teston” Entity.

Step-2 : Open an record from any of the entity ( “Account” an “Teston” )

Step-3 : Click on the related entity and click ” add an existing ” to relate that record to another entity record.

Step-4 : click on that account record to see if teston record has been related to account or not

means with out any lookup both entities are related , this helps a lot in making professional flows .

Hope it was helpfull , if any questions please comment below

SOURCE : JUST2CODE.IN
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The post RELATIONSHIP ( 1:N , N:1 , N:N ) IN MS CRM 2011 , MS CMR 2013 ( TYPE OF BEHAVIORS ) WITH EXAMPLES appeared first on Microsoft Dynamics 365 Blog.