What Is Microsoft Dynamics 365 ?

Microsoft Dynamics 365 combines two categories of solutions

 

Dynamics 365 CRM & ERP

Customer relationship management (CRM) is what you need for your daily business operations. Customer information databases and sales team tools, along with service and marketing automation tools are all parts of a standard CRM solution. Any tool meant for facilitating interactions with customers and growing sales falls into this category.

Enterprise resource management (ERP) solutions are tools that help you to keep track of financial data, along with powerful tools for accounting, field service tracking, and project resource management. ERP tools allow established businesses and larger organizations to manage extensive networks of resources and information in real time.

Dynamics 365 unifies your CRM and ERP business solutions

Dynamics 365 gives your team the tools to take in new clients efficiently, to maintain existing relationships, and to cut down on time wasted jumping between different platforms to find the right information to empower every member of your team.

Breaking ground with the Dynamics 365 Business

Made for small and medium sized businesses

Dynamics 365 Business Plan

The Dynamics 365Business Plan offers a focused CRM solution with financial tools at an affordable price. You get all the great functionality of the Dynamics 365 Financials, Sales, and CRM solutions that you need to keep your business running smoothly. Do you run a business that needs Dynamics 365 Field Services? With Dynamics 365 you’re not locked into a year-long billing cycle, as you are with traditional CRM solutions. That means that you can try out solutions you’re interested in with the flexibility of a monthly billing cycle.

*Until Spring 2017, the business plan gives you all the features of Dynamics 365 Sales and Customer service enterprise at a price model that fits the budget of a growing SMB.

Learn more about Dynamics 365 Pricing for SMB >

 

Setting your foundation with the Dynamics 365 Enterprise

Made for companies looking for advanced service solutions

The Enterprise Plan provides all of the most advanced business solutions Microsoft has to offer. With standard CRM software, full field service, and marketing tool integration, you can take any client or lead and draw all the available information from the start of that customer relationship to the most up-to-date software.

With all customer information available to you in one seamless experience you’ll be able to shorten down time among all your teams. Marketing can populate information about clients and provide a wide range of statistics, thus giving your sales team the focus to sell the right product to the right people without wasting time.

This plan lets you view and control your resources as you would with a traditional ERP solution, and it also gives you powerful CRM tools to keep your team up-to-date.

Dynamics 365 Sales aka the New Dynamics CRM Online

Your customers are increasingly educated about the products and services they need. Because they have nearly 57% of the decision-making process done before they ever talk to a provider, you need to cut down on the time your sales team spends getting the relevant info for the next deal.

This allows you to manage and prioritize your leads so you can push the right cases to your sales team. They will be able to view important details, such as the strength of your relationship with each customer and how they interact with you. Sales will be able to take this info and tailor their interactions to your customer base.

Your sales team’s job is to sell, not waste time dealing with a cumbersome service platform. Give them Dynamics 365 and they’ll have the tools to build meaningful profiles and real relationships with your customers.

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Dynamics 365 Field Service

A single bad experience can push a customer away from your brand, not only hurting your image but also creating the risk of losing that customer. That’s why it’s important to empower your team to be flexible at every step of the client’s relationship. Dynamics 365 Field Services give them the tools to control every aspect of that relationship.

Dynamics 365 Field Service Connectivity and Mobility

You’ll be able to schedule meetings manually or set up systems to do it automatically for your field agents and track them in real time as they go through their day. Have a client with an urgent case? You’ll be able to track down the closest field agent and get them to that client.

Because Dynamics 365 Field Services integrates your inventory and agreements, your agent won’t be going in a meeting blind. You and your agents will see in real time whether they have the right parts and whether they’re covered under your agreements.

Dynamics 365 Field Service Resources Management

Dynamics 365 Customer Service

Dynamics 365 Customer Service is your agent’s portal to a 360-degree view of your client’s information. You’ll be able to empower agents with a unified service platform so they can know, quickly and efficiently, the  exact needs of every client.

Dynamics 365 Customer Support Center

When interacting with your customers, context is everything; it sets the foundation for a great service experience. Customer service unifies your knowledge base and lets you pick the relevant data to display to your agents, while also giving them an easy way to add and contribute information themselves.
As customer information comes in, you’ll be able to use powerful, interactive visual tools to analyze trends in customer behavior, your client interaction, and your marketing presence.

Seamless Integration between Dynamics 365 & Office 365

Dynamics 365 connects to and seamlessly integrates with all other Microsoft Office 365 software, cutting through downtime and the hassle of integration. It integrates with Excel, Word, Outlook and more to instantly provide your team with the most relevant data.

Dynamics 365 Integrations

Image credit : https://www.randgroup.com/software/dynamics-365/ 

 

Whether you’re in the office or out on a call, accessing Dynamics 365 from your mobile device is just as easy as using the desktop app. Dynamics 365 and most other 365 programs are available in both the iOS and Android app stores or they can simply be accessed through your web browser.

Dynamics represents the evolution of CRM and ERP: In the cloud, on demand, customizable and flexible.

Error: Could not load type ‘Xrm.XrmServiceContext’

Problem Introduction

It is very often to see this error, especially when you are developing a custom app/website connecting to CRM using Portal Extension method or Simplified Connection.

And actually, I learn it from mistake, I realized my mistake, small mistake that making my example not working.

So here is the step to resolve:

Have you followed this step?

https://msdn.microsoft.com/en-us/library/gg695790.aspx
When I say ‘have you’, are you really really comfortable to say yes? Have you really-really followed the instruction?
Well, if you think you ‘have’, it is not your fault, because I also did the same thing.
Now, I still face the error…What should I do?

1. Are you using the correct framework?

If you are using CRM 2015, then you should use .NET 4.5.2.
For CRM 2013, you should use .NET 4.5
And for CRM 4.0 is .NET 4.0

2. Try to check whether you have inserted the generated code

Please check again in your Project, have you inserted the generated code you generated from CrmSvcUtil?

3. Check again your web.config and ContextTypeName (in the ASPX) vs CRMScvUtil Parameters

This is very important, because this was the root of failure I did not realize before.
Here, you need to check first the CrmSvcUtil..
In fact..I generate this:

CrmSvcUtil Parameters

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CrmSvcUtil.exe /codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,Microsoft.Xrm.Client.CodeGeneration" /url:"https://aileenexample.api.crm5.dynamics.com/XRMServices/2011/Organization.svc" /out:"XrmContext.cs" /username:admin@aileenexample.onmicrosoft.com /password:passwordme /namespace:Xrm /serviceContextName:"XrmContext"
pause

You seem my parameter for serviceContextname is “XrmContext”, not the “XrmServiceContext”!!

While I check my web.config:

Web.Config

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<microsoft.xrm.client>
    <contexts>
      <add name="Xrm" type="Xrm.XrmServiceContext, Xrm.CRM.2015.WebExample" />
    </contexts>
</microsoft.xrm.client>

And also I check my .ASPX code

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<asp:LinqDataSource ID="Contacts" ContextTypeName="Xrm.XrmServiceContext" TableName="ContactSet" runat="server" />

Well, I use both in my code :

Xrm.XrmServiceContext

While, I generate the code using servicecontext parameter to this:

image

Of course, it wont be able to load the type.

Then, what I do is, I change my web.config and my ASPX from

Xrm.XrmServiceContext

to

Xrm.XrmContext

Or you can re-generate the file and change the the /serviceContextName param from

“XrmContext” to “XrmServiceContext”

It is common mistake and sometimes is hard to realize!

Tips: Since you can have many changes in your CRM Metadata, you might need to re-generate your generated code very often, then I recommend you to consider the batch execution approach.

See this for detail:

http://missdynamicscrm.blogspot.sg/2014/05/crm-sdk-smart-way-to-use-crmsvcutilexe.html

Hope this saves your day!

Thanks!

Modify the Delete (Dustbin icon) Button in the CRM Subgrid

Modify the Delete (Dustbin icon) Button in the CRM Subgrid

Overview

Sometimes we need to modify the Delete button in the CRM Subgrid, example:

1. For preventing users to perform the delete button (but you dont want to just disable it)

2. Call another function or call custom function that needs client site programming (We can do plugin onDelete or onAssociate, but in case you want to show it in the client site)

3. To do impersonation

The Code

function modifyRibbon() 

function deleteSubgridRecord() 

function modifySubgridDeleteButtonEventHandler(subgridName, functionToCall, passGridControl)  //no need since I replaced by the previous line
            if (selectedControl.get_id() != subgridName) 
            else 
                else 
            }
        }
    }
    catch (e) 
}

Result

*After clicking the ‘Delete’ button

image

Note: This method is overwriting the CRM functions and it works for CRM 2013, for CRM 2015/2016, this function [Mscrm.GridCommandActions.deleteRecords] might have been changed, so need to find out the current function name based on your CRM Version. And again, it means it is unsupported Smile

Thanks!

Error : Plugin registration tool stopped connecting to Dynamics 365

 

In case you have been trying to get the Dynamics 365 SDK plugin registration tool to work for latest version of Dynamics 365 online and facing issues like this one:

· At making a connection stage the tool keeps on circling all the data centres and still does not connect and gives error such as Bad username or password

· Error during connection such as Bad request

· IF you pick specific data centre also, still get error while connecting.

Well, you need to download the latest plugin registration tool. Following simple steps help to download Dynamics 365 9.0 tools:

You can follow below steps with screens or for more details information look into Microsoft docs link

1. Open Power Shell from windows menu.

2. Navigate to folder location where tools will download.

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3. Copy Paste following command in PowerShell command( referred from the Microsoft Link).

$sourceNugetExe = “https://dist.nuget.org/win-x86-commandline/latest/nuget.exe&#8221;

$targetNugetExe = “.nuget.exe”

Remove-Item .Tools -Force -Recurse -ErrorAction Ignore

Invoke-WebRequest $sourceNugetExe -OutFile $targetNugetExe

Set-Alias nuget $targetNugetExe -Scope Global -Verbose

##

##Download Plugin Registration Tool

##

./nuget install Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool -O .Tools

md .ToolsPluginRegistration

$prtFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$prtFoldertools*.* .ToolsPluginRegistration

Remove-Item .Tools$prtFolder -Force -Recurse

##

##Download CoreTools

##

./nuget install Microsoft.CrmSdk.CoreTools -O .Tools

md .ToolsCoreTools

$coreToolsFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$coreToolsFoldercontentbincoretools*.* .ToolsCoreTools

Remove-Item .Tools$coreToolsFolder -Force -Recurse

##

##Download Configuration Migration

##

./nuget install Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf -O .Tools

md .ToolsConfigurationMigration

$configMigFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$configMigFoldertools*.* .ToolsConfigurationMigration

Remove-Item .Tools$configMigFolder -Force -Recurse

##

##Download Package Deployer

##

./nuget install Microsoft.CrmSdk.XrmTooling.PackageDeployment.WPF -O .Tools

md .ToolsPackageDeployment

$pdFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$pdFoldertools*.* .ToolsPackageDeployment

Remove-Item .Tools$pdFolder -Force -Recurse

##

##Remove NuGet.exe

##

Remove-Item nuget.exe

4. Hit enter button Tools will be downloaded in specific folder.

clip_image004

5. After successful execution of command check tools downloaded in specific location.

clip_image006

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Try using this Plugin registration tool with latest version of Dynamics 365 and it will work just fine.

Hope it helps and Happy Learning.

Interested in Training: Click here

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

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Plugin registration tool stopped connecting to Dynamics 365

Styling ClickDimensions Web Forms Using Code Editor

Styling ClickDimensions Web Forms Using Code Editor

ClickDimensions has a drag-and-drop feature to build web forms. I’ve just recently started learning and using ClickDimensions in our project. Building web forms is easy due to its drag and drop feature, but the properties of the controls are limited to just font properties. How about the other styling options? Good thing there’s the Code Editor that allows developers to modify the CSS and JavaScript of the web forms.

The Code Editor can be found in the menu bar of the Web Designer.

code editor

The Code Editor window displays the web form’s HTML, CSS and JavaScript. There’s also a preview box where you can easily view the updated changes you’ve applied in your CSS and JavaScript without going through its URL. Just click on the Refresh button and the updates will display.

Styling ClickDimensions Web Forms Using Code Editor 2

Let’s now try to modify one textbox added in our web form. But the first question here is how to get the ID of the textbox because in CSS, the first thing you need is the ID of the component to modify its properties. With the help of the Developer Tool, I can easily get the ID of one textbox.

We’ll use country code for our example. Since the country code consists of 2 to 3 characters only, we need to shrink the width of the text box to 50. To do this, use the developer tool to get the ID of the text box.

get ID of textbox

get ID of textbox 2

Go back to the CSS Editor and add the specific property you want to modify.

 

 

Refresh the preview box to see the changes.

refresh preview box

Conclusion

ClickDimensions control styling options are limited to font styling. The code editor is a big help when we want to extend the styling of the web controls in addition to what is provided out-of-the-box. It would be better if all styling options are included out-of-the-box, but still, it’s a good way of getting closer to learning CSS.

In my next blog, we’ll talk about applying JavaScript in Web Forms.

Hope this blog helps you.

Adding Javascript Functions Using Code Editor

Adding Javascript Functions Using Code Editor

Here is the second part of my ClickDimensions Code Editor blog. The first part of my blog talks about Styling ClickDimensions Web Forms using Code Editor. For the second part, I’ll show you how to use the code editor to add Javascript functions.

There are some cases wherein you need custom actions on your web form components. Form field is not the same as the event handler of the Dynamics CRM fields. We need to use the code editor to apply Javascript on your form fields. To give you a basic example, I will show you how to hide a textbox based on your dropdown list value.

Here are my fields:

The “Please specify *” textbox will only appear if “Other” is selected from the dropdown list. Otherwise, it will be hidden.

Before we proceed in constructing our javascript, we need the ID of our fields. You can check my way in getting the field IDs on the first part of my blog.

As best practice, you need to encapsulate your code inside this:

This way, your code will not be triggered on load of your web forms.

Here is my code:

Note: For the jQuery code to work, I need to replace $ to clickd_jquery.

To explain the code,
#f_3619cd88192be71180fe3863bb367d68  is the field ID of the drop-down list. I used its change event to trigger the code when the field’s value is changed.
#f_a3ead8a71a2be71181033863bb367e08  is the field ID of the text box. To set the visibility of the textbox, I used its hide/show method.

Paste the code in your JavaScript Code Editor.

Save the Code Editor window, as well as the form and see if it works.

When it comes to web forms, Javascript is always present. It’s a good thing that in ClickDimensions, there’s a code editor we could use to enhance and add more functions to the Web Form components. This is very helpful as most of the clients may require functions that are not included out-of-the-box. But let’s keep in mind the important note coming from ClickDimensions itself when using Javascript for your web forms.

Feel free to add a comment for any clarifications or questions.

Published at Tue, 27 Jun 2017 17:00:41 +0000

How to setup Dynamics 365 Portals in CRM Online?

How to setup Dynamics 365 Portals in CRM Online?

Follow the below steps to setup Dynamics 365 Portals in CRM Online,

Step 1:Click here and create Dynamics 365 30 day’s trial version

(or)

Use your existing Dynamics 365 Login Credentials to login Office 365 Admin Portal.

Step 2:Click here to navigate to Office 365 Admin Portal.

(For this article, have created Dynamics 365 30 day’s trial version).

Step 3: On the Left hand side menu, you can see Dynamics 365 under Admin Centers. Click on it.

Admin Center - Dynamics 365

Step 4: Follow the below steps,

  1. Click on APPLICATIONS Tab.
  2. Click on Portal Add-On under Manage applications.
  3. Click on MANAGE.

Dynamics 365 Administration Center

Step 5: Provide the below details,

  1. Name: Provide some Name for the Portal.
  2. Type: It is Trial by default.
  3. Select Portal URL: Provide unique name for your portal.
  4. Dynamics 365 Instance: Select your CRM Online Instance name.
  5. Select Portal Language: Select your Portal Language. (For Example: English (United States))
  6. Select Portal Administrator: Select required user to make the person as an Admin for your Portal.
  7. Portal Audience: Select the required Audience to whom this portal for. (For Example: Customer)
  8. Select Portal to be deployed: Select the required portal. Am choosing Dynamics 365 Portals – Custom Portal.

After providing all details, Click on Submit.Dynamics 365 Portal Details

Step 6: Click on Accept.Dynamics 365 Portal - Terms of Service

Step 7: Portal Request is submitted. It will take sometime to import Dynamics 365 Custom Portal Solution to Dynamics 365 CRM and to host the Portal in Azure.

To see the status of the Portal, click on the link as shown in the below picture.

Dynamics 365 Portal - Request Submitted

Step 8: Current Status is as shown below. Please refresh this page after sometime.

Dynamics 365 Portal - Portal being Configured

Step 9: Once portal is created, you can see the Base Portal URL link. Click on it to see your Dynamics 365 Portal.

Dynamics 365 Portal - Portal Created

Step 10: You can see the below Portal Home Page.

Dynamics 365 Portal - Portal Home Page

Step 11: Open Dynamics 365 CRM Online Organization to see the below Portal related Solutions imported and Portals Area in Site Map.

Dynamics 365 Portal - CRM Portals Solutions

Dynamics 365 Portal - CRM Portals Area

Hope you learned a new thing today !!!

Share your valuable feedback on this article.

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Published at Mon, 25 Sep 2017 05:33:27 +0000

Microsoft Dynamics 365 Customer Engagement Portals Source Code

Microsoft Dynamics 365 Customer Engagement Portals Source Code

dynamics-365

Click here to download Microsoft Dynamics 365 Customer Engagement Portals Source Code.

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Published at Mon, 25 Sep 2017 06:30:48 +0000

CRM Portals and Dynamics CRM Portals Feature Comparison

CRM Portals and Dynamics CRM Portals Feature Comparison

dynamics-365

Click here for “CRM Portals and Dynamics CRM Portals Feature Comparison

{Zero Code development} Putting images in Dynamics 365 view for encoding Case severity

Putting images in Dynamics 365 view for encoding Case severity

Another fantastic article for Deepesh Somani

MSDYNAMICSBLOG BY DEEPESH

Business Requirement: Often there is requirement to show Case severity in some colour encoded way in Dynamics 365. For example, refer image below:

clip_image002

Solution: Below steps can be used to achieve this requirement without writing code:

1. Go to Settings->Customization->Entity->fields and add a new field of type Option Set. In the example above I have created a new field Case Severity on Case entity. Add items text from the following link: http://classic.getemoji.com/

Following images were used in the above example:

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2. Add the column as the first field in Active Case view and other views that you wish. Optionally, you can also place the field on the Case entity form. Next, in the editable grid you will be able to set the priority by this field:

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3. Not only that, you will be able to group as well by selecting Group by:

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