#MsDynCRM

[bizessenceaustralia]

Looking for a new challenge that will allow you to showcase skills and take your career to the next level?

Job Position: Msoft FO Lead Architect Technical

Expertise in: MS Dynamics 365 F&O, pre-sales and delivery

Apply Now: https://bizessence.com.au/jobs/msoft-fo-lead-architect-techical/

If you are ready, apply now to talent@bizessence.com.au and join our dynamic team!

[stevemordue]

Reduce your Dynamics 365 License costs by 92%?

Reduce Dynamics 365 License costs by 92%? #msdyn365 #msdyncrm #PowerPlatform #uhoh

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[work365apps-blog]

The WORK 365 Email to Case Automation App improves service responsiveness and simplifies data entry. This App is ideal for any service or support environment, allowing support cases to be automatically generated from emails.

This App is 100% native to Dynamics 365 and does not require a separate ticketing system. Cases can be assigned automatically with multiple configurable assignment options, and email notifications can be triggered for internal and external addresses. Even better, Email to Case automatically links cases to a Contact or Account.

Common applications of Email to Case Automation include:

Insurance and warranty claims

Tech support requests

Customer service support

Citizen service (government benefits applications, information requests, form processing, etc.)

Benefits of the Email to Case Automation App:

Improved customer service

Improved and consistent support process

Increased ROI by reducing the number of clicks per response

Free Trial

[dockintranetportal]

With the launch of Dynamics 365, a lot of intelligent business applications are available under one roof (both CRM and ERP). It’s like a shopping area where you can the apps your need to run your business and when you have new requirements, simply look for the tools available and add them.

Check out Sajin’s experience with Dynamics 365 and SharePoint

[congruentx]

How to become a Microsoft Dynamics CRM Consultant

When Microsoft Dynamics 365 was launched in direction of the tip of 2016, anybody related to the ERP/CRM house was very excited. Sure, the thrill may increase lots of questions that may solely be answered by a dynamics CRM guide. If you have not discovered the aim of Microsoft Dynamics 365 but, hold studying to seek out out all you want to know earlier than hiring a dynamic CRM consultant from CRM consulting corporations.

What’s it?

Wikipedia defines this unimaginable CRM as “Microsoft Dynamics CRM is a buyer relationship administration software program package deal developed by Microsoft.”

Microsoft Dynamics CRM primarily focuses on advertising, gross sales and repair sectors like assist and question desks. The very best half? Microsoft has been asking customers to make use of its Open Supply or .NET primarily based framework to curate and customise their CRM platforms!

So what does a dynamics CRM guide do? A dynamics CRM guide interacts with shoppers or companies, critiques enterprise processes, improves effectivity, and briefly performs all of the purposeful duties required for a profitable implementation of CRM.

Now that we’ve got talked in regards to the capabilities of a CRM guide, let’s get to the nitty gritties of changing into a dynamics CRM guide with profitable CRM consultant companies, internationally!

Changing into a Dynamics CRM Advisor:

Earlier than we start, bear in mind anybody aspiring to change into a profitable dynamics CRM guide, you want to be sensible – no, a blind love for computer systems will not be required however if you’re not on this planet of tech then this isn’t for you.

Transferring on, this is the way you change into a dynamics CRM guide!

Be A Consumer First

Sure, you heard that proper! In case you are anticipating companies to seek the advice of with you about dynamics CRM implementation then you want to return to the fundamentals. Any software program must be used earlier than any consulting may be finished. Loads of tutorials can be found on-line however we might recommend, connecting it to your job could be one of the simplest ways to study.

Discover A Mentor

This one is perhaps rather less straightforward than it sounds however nonetheless discovering the suitable mentor with the suitable information and expertise within the trade might do wonders to your profession as a dynamics CRM guide. Bear in mind your mentor needn’t be a dynamics CRM guide themselves however the particular person ought to undoubtedly have an understanding of what your job entails.

Be Half Of A Group

Similar to having a great mentor is essential, being a part of a neighborhood is equally nice. There are many communities ready to develop in numbers and welcome you with open arms. If you happen to love Twitter or Instagram, you can all the time comply with hashtags like #MSDynCRM or #MSDyn365 to remain up to date on trade information. Then again when you love LinkedIn, there are a variety of teams like CRM Specialists Group, Dynamics CRM Specialists, Dynamics CRM & 365 Specialists.

Study, Make Errors, Study Once more

Similar to some other area, changing into a dynamics CRM guide additionally asks you to first study then unlearn, after which study once more. Staying up to date with newest traits might be a very powerful factor as a result of each different day some new discovery is altering the world of CRM and as a dynamics CRM guide, you want to carry on high of these traits.

[osmosys-blog1]

Dynamics Dev Helpmate

[atotovic]

Dynamics ERP and CRM Continue Together

#MSDynERP and #MSDynCRM Continue Together #eXtreme365 #Dynamics365

I didn’t write a blog for a while, but these few days I’m on eXtreme 365 conference and I decided to share some observation. For some time, since there is a Dynamics 365 product family, we created a closer collaboration between ERP and CRM products. Generally, it was mostly based on technology. But now, I see the next steps. First, more and more ERP partners try to learn more about CRM and the…

[soluzioneitservices]

Soluzione’s Activity Timeline- An Interactive Vertical Timeline View #CRM #DynamicsCRM365 #MSDynCRM #MSDyn365

#Merrychristmas #HappyHolidays

[salesproductivityblog]

Web-2-Lead mit Dynamics CRM Online

Auf den meisten Webseiten findet man heute sogenannte Web-Forms, beispielsweise zur Kontaktaufnahme oder als Landing-Pages für Marketing-Kampagnen. Wäre es nicht super, wenn die dortigen Eingaben der Kunden direkt als Leads im CRM-System landen würden? Eine sogenannte Web-2-Lead Integration lässt sich mit Dynamics CRM Online auf verschiedene Arten realisieren. Zwei mögliche Ansätze werden hier kurz vorgestellt.

Web-2-Lead mit "Voice of the Customer"

"Voice of the Customer" ist eine neue "Preferred Vendor Solution" von Microsoft, welche einfach in Dynamics CRM Online integriert werden kann. Kurz und knapp erlaubt Voice of the Customer das Erstellen und Durchführen von Online-Umfragen direkt aus Dynamics CRM Online heraus. Weitere Informationen zu Voice of the Customer inkl. einem Webinar-Video, das dessen Verwendung und Installation beschreibt, findet sich in diesem Blog-Beitrag. 

Da ein Web-2-Lead Formular nichts anderes als eine kurze Online-Umfrage ist, kann eine entsprechende Integration auch mittels Voice of the Customer bewerkstelligt werden. Folgende Schritte sind dazu notwendig:

1) Erstellen einer Web-2-Lead Umfrage mit den nötigen Feldern wie Vorname, Nachname, Firma, E-Mail und Anliegen. Die meisten Kunden sind keine Fans von langen Fragebögen, deshalb sollte das Web-2-Lead Formular so knapp wie möglich gehalten werden.

Wichtig: Bei den einzelnen Feldern muss unter "Response Mapping" das entsprechende CRM-Feld eingetragen werden, damit das System weiss, in welchem Feld sich zum Beispiel der Firmenname befinden wird.

2) Konfiguration der Web-2-Lead Umfrage. Drei Einstellungen sind besonders relevant: 

Die Umfrage sollte anonyme Teilnehmer akzeptieren

Für anonyme Teilnehmer sollen Leads erstellt werden

Die Umfrage soll in einem IFrame dargestellt werden

3) Einbettung in Webseite: Nachdem die Umfrage in Dynamics CRM Online publiziert wurde, kann sie mittels IFrame URL in eine beliebige Webseite integriert werden.

Web-2-Lead via Zapier.com

Wer nicht auf die Voice of the Customer Funktionalität zurückgreifen will, kann ein Web-2-Lead Formular auch mittels Web-App Integrations-Plattform "zapier.com" umsetzen. Einfach gesagt verbindet zapier.com verschiedene Web-Dienste in klassischer "Wenn -> Dann"-Manier.

"Wenn" auf Dienst A etwas passiert, "dann" wird auf Dienst B eine Aktion ausgelöst

oder im vorliegenden Fall: Wenn auf einem Web-Form eine Eingabe erfolgt, dann wird in Dynamics CRM ein neuer Lead angelegt

Für die Einrichtung  einer solchen Integration benötigt man folgendes:

Ein Konto bei zapier.com, ein kostenloser Plan ist vorhanden

Ein Konto bei einem Web-Form Anbieter, der von Zapier unterstützt wird, z.B. Jotform.com

Ein Dynamics CRM Online Account

 Für die Einrichtung sind folgende Schritte nötig:

1) Das Web-Form wird mit den nötigen Feldern auf Jotform.com erstellt, publiziert und auf der gewünschten Webseite eingebunden.

2) Auf der Webseite von zapier.com erstellt man einen neuen "Zap" (=Integration) und wählt als Trigger-Applikation den Dienst "Jotform" und als Trigger-Vorgang "New Submission". Als darauf folgende Aktion wählt man den Dienst "Dynamics CRM" und den Aktions-Vorgang "Create Lead". Nach dem Mapping der entsprechenden Felder ist die Schnittstelle bereit für den Einsatz.

3) Durch zapier.com verarbeitete Web-Form-Eingaben können im Betrieb in der Zap-History kontrolliert werden.

Best Practice

Es kann durch aus vorkommen, dass ein Web Crawler ein Web-Form wiederholt mit sinnlosen Daten befüllt (= Spam). Um dem vorzubeugen, lohnt sich der Einsatz von "Captchas". Im Verlauf der Konfiguration auf zapier.com müssen die Login-Parameter für Jotform und Dynamics CRM Online hinterlegt werden. Aus Sicherheitsgründen lohnt es sich seitens Dynamics CRM Online einen speziell für die Schnittstelle vorgesehenen Account einzurichten, der bspw. nur Leads anlegen darf.

[danielftk]

#AtxBs #MsDynCRM #Microsoft

[zylgwyn-lucas]

How CRM Solutions Work

Managed solutions

Managed solutions on the other hand can be edited and only removed by uninstalling/removing the solution, all the components and all the data.  It’s all gone permanently; even if you then re-imported the managed solution all the data would be gone 

Removing Components from your Solution

Removing a component from a solution will remove it from your solution but it is not deleted and will still exist in the Default Solution.  You remove a component; you select the component whilst inside your solution and then press the Remove button.  This will remove the component reference from your solution but not delete/remove it from the default solution.

Don’t get Remove mixed up with Delete.  Pressing the Delete button will delete the component.  Important System entities cannot be deleted from the system (Case, Account etc), custom components can be deleted.

Dependent Components

When you try and delete a component that has a dependency, it will pop up a dependent component dialog that informs you there is a dependency and stops you deleting the component

If you try to delete a component which has dependencies then you will need to delete the components which depend on the component you are trying to delete.  You may have to remove multiple dependencies.

Required Components

You can see the required components for a component by selecting the component and clicking show dependencies.   This will show dependent components and required components.

Required components will not prevent you deleting the component.  They are often things like Webresources with JavaScript, plugin, a view.  You don’t need these things in your solutions every time but you will need these components to have been imported into the target system at some point.

If you are missing a required component you will get the Missing Required Components Dialog When Adding Components to a Solution.  This won’t stop you exporting the solution.

What can be Added to a Solution?

The following is a list of solution components that you can view within a solution:

Application Ribbon

Article Template

Business Rule

Chart

Connection Role

Contract Template

Dashboard

Email Template

Entity

Entity Relationship

Field

Field Security Profile

Form

Mail Merge Template

Message

Option Set

Plug-in Assembly

Process

Report

Sdk Message Processing Step

Security Role

Service Endpoint

Site Map

Web Resource

 What cannot be added?

Business Units

Teams

Queues

Goals

Subjects

Product Catalog

The items above must be either created manually or imported.  If you want to create manual data and use the same guide between systems then you will need to export and import the data so you can specify the guide used. One good example of CRM integration between  Microsoft Dynamics CRM / CRM Online and Exchange Server/Outlook can be seen here.

How Solutions are applied

All solutions are evaluated as layers to determine what your CRM application will actually do. The following diagram shows how managed and unmanaged solutions are evaluated and how changes in them will appear in your organization.

[stevemordue]

Dynamics 365 - Unpacking a recent post

Dynamics 365 - Unpacking a recent post #msdyn365 #msdyncrm

As an experiment, back in February, I thought I would try using the LinkedIn “Create an Article” feature, to see how it compared to just posting to LinkedIn from my own blog. I can confidently report that the test was a huge failure. Anyone thinking of using LinkedIn’s “Create an Article” feature… don’t, it gets almost no traffic at all. But I did like the Article, and hardly anybody saw it, so I…

[work365apps-blog]

A plugin within Attachment Manager facilitates automatic relocation of email attachments as soon as they are sent or received in Dynamics 365. Similarly, it facilitates automatic relocation for notes as soon as they are created. The attachment or note will then be replaced in Dynamics 365 with a .url extension and can be viewed by clicking on the file name. Additionally, you can manually run the workflow if you only want to relocate selected cases.  

With Attachment Manager, you are able to complete a roll back workflow for individual or bulk attachments, at any time.

Free Trial

[osmosys-blog1]

Dynamics 365 Bookmarklet :

Here comes our new blog about Dynamics 365 Bookmarklet : 

INTRODUCTION

Dynamics Dev Helpmate – was developed as a bookmarklet for Microsoft Dynamics 365 developers. The idea behind this is to minimize the efforts and time in accomplishing the tasks related to customizations & navigations. This tool supports MS CRM 2013 and above versions.

FEATURES OF DYNAMICS DEV HELPMATE

INSTALLATION

Enable bookmarks tab of your browser.

Open the link ‘https://xrmwebkit.osmosys.asia/DynamicsHelpmate/help.html’ and drag ‘Dynamics Dev Helpmate’ button on to the bookmarks tab.

USAGE IN MICROSOFT DYNAMICS 365

Open Dynamics 365 CRM and click on the Dynamics Dev Helpmate that is added to the bookmarks tab.

It displays a prompt where it asks for confirmation of using Dynamics Dev Helpmate. Click on ‘OK‘ and the tool becomes ready to be used.

Select the required operation from the drop down.

For instance, select ‘Record Details’ operation and click on ‘Get’. You can find the details of the selected record in the results section as shown below:

Using this tool, you can also edit script web resources with ease.

For editing web resource follow the below steps:

Select ‘Web Resource Editor’ operation, click on ‘Get’. It loads all the web resources that are present on the form.

Select the web resource which you want to edit and click on ‘Get’ button. It loads the web resource content in the ‘RESULTS’ section from which you can edit the web resource.

Click on the ‘Edit’ button as shown below which opens the content in an editable pane.

Once the editing is done, click ‘Save & Publish’ button which updates and publishes the web resource.

We can make changes in the ‘RESULTS’ sections but to publish the changes we need to click on the ‘Edit’ button. The editor has intelliSense too for the XRM objects.

Once the web resource is published, refresh the form for the changes to become effective.

The ‘Refresh‘ button at the top center of the tool resets the tool and clears the Results Pane. The ‘Hide‘ button at the bottom center minimizes the tool keeping the Results pane intact.

To find out more about Dynamics Dev Helpmate’s other operations and their related functionality please visit the link : 

 ‘https://xrmwebkit.osmosys.asia/DynamicsHelpmate/help.html’

 https://osmosee.wordpress.com/2017/04/25/dynamics-dev-helpmate/

 https://lnkd.in/fjZaJkg 

[queueassociates-blog]

Queue Associates explores how e-signing contracts in Microsoft Dynamics CRM can make your business more efficient and profitable. Check out the blog for reasons your organization should start using e-signatures in Microsoft Dynamics CRM.

http://www.queueassoc.com/reasons-esign-contracts-microsoft-dynamics-crm/

[salesproductivityblog]

Rollupabfragen - die Datengrundlage für Ziele in Dynamics CRM (Teil 3 von 5)

Für die Verwendung der Ziele in Microsoft Dynamics CRM ist es notwendig, eine Teilmenge zu bestimmen, welche bei der Auswertung berücksichtigt werden soll. Während es bei den Zielmetriken möglich ist, ein individuelles Feld als Datenquelle zu bestimmen, sind Rollupabfragen dazu konzipiert, Datensätze aufgrund beliebiger Kriterien (bspw. regionale Einschränkungen) zu filtern und somit für die Zielsetzung ein- oder auszuschliessen.

Die Rollupabfragen sind ein Unterpunkt von „Ziele“ im Menu von Dynamics CRM.

Um eine neue Rollupabfrage anzulegen, wählen wir den entsprechenden Menupunkt aus und klicken anschliessend auf „Neu“.

Beim Erstellen der Rollupabfrage benötigt es einen aussagekräftigen Namen sowie die Entität, welche als Datenquelle dienen soll. In unserem Beispiel wollen wir eine Abfrage über alle Verkaufschancen machen. Aus diesem Grund lassen wir die Abfrage-Möglichkeit im unteren Bereich leer. 

Wie man es von der erweiterten Suche in Dynamics CRM kennt, könnte man an dieser Stelle logische Prüfungen auf beliebige Felder machen und diese Prüfungen wiederum mit den UND/ODER Operatoren kombinieren. 

Dieser Schritt ist nun abgeschlossen, sodass wir nun „Speichern und schliessen“ wählen und prüfen können, ob die Rollupabfrage erstellt wurde.

Dies ist in unserem Beispiel der Fall. Der nächste Schritt ist nun die Erstellung eines Zieles in Dynamics CRM ist. Wie das funktioniert, beschreiben wir im nächsten, vierten Teil der fünfteiligen Blog-Serie.

Weitere Beiträge dieser Serie: - Zielvorgaben in Dynamics CRM - eine Übersicht  (Teil 1) - Verwenden von Zielmetriken (Teil 2) ... - Ziele individuell anlegen (Teil 4) - Ziele auswerten und verstehen (Teil 5)