Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 6
This session will cover some common troubleshooting questions related to Claims-Based Authentication and IFD in Microsoft Dynamics CRM.
CRM 2011 Global Option Sets
If you ever had to manually synch up the values in a similar picklist on two different entity forms in CRM 4.0, you will like global option sets in CRM 2011. If you ever had to do it for three picklists on three entity forms in CRM 4.0 you will LOVE global option sets in CRM 2011.
Getting Started with Dynamics CRM 2011
Control Tower for CRM User Adoption
When companies contact us to help them solve their end user adoption problems, of course we try to understand the scope of the problem right away. Unfortunately many (most?) companies can't even quantify exactly how many users utilize the system on a daily, weekly, monthly basis. The CRM administrators are stuck tracking down rumors and myths about their system usage, and these half-truths make the research nearly impossible. Even worse, the administrators can't even quantify whether or not any changes they make to improve the system really improve end user adoption! To help solve these problems, we built our proprietary Azure-hosted application Control Tower that accurately measures and quantifies end user adoption on a day-by-day basis. By deploying Control Tower in your Microsoft Dynamics CRM deployment, you have the objective data you need to measure and drastically improve your end user adoption.
[Job] - IBM:Package Solution Consultant: MS Dynamics AX | India
Location: Bangalore, Gurgaon, Kolkata, Pune, Hyderabad | India
Package Solution Consultant: MS Dynamics AX
Roles and Responsibilities: You will: -
-Evaluate and review new and existing software applications and technologies.
-Identify systems solutions to support business strategies and objectives
-Research, design, and develop software solutions to meet specifications.
-Assist Architects in selecting additional tools and applications to support business needs
-Assist with application maintenance by monitoring and correcting software defects
-Ensure adherence to and contribute to continuous improvement of internal policies/procedures, change control practices, etc.
-Provide on-going support for production applications
Required Technical and Professional Expertise: Package Solution Consultant: MS Dynamics AXRoles and Responsibilities: You will: --Evaluate and review new and existing software applications and technologies. -Identify systems solutions to support business strategies and objectives -Research, design, and develop software solutions to meet specifications.
Preferred Technical and Professional Experience:
Provide on-going support for production applications *Experience : 3 Years to 10 Years
Preferred Education: Bachelor's Degree
Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 1
This session will cover the information and pre-requisites you should consider before implementing Claims-Based Authentication in your Microsoft Dynamics CRM 2011 system.
Introduction to Microsoft Dynamics Marketing
Microsoft Dynamics CRM workflow and async record maintenance
When using Microsoft Dynamics CRM, records created by system processes and workflows can be managed using registry keys and settings to reduce the overall size of the database.
Automatically translate knowledge articles
Knowledge Management in Microsoft Dynamics CRM 2016 lets you create knowledge articles in one language and translate them into other languages. Having your knowledge articles available in the different languages of your user base greatly increases the impact of the knowledge you maintain. In turn, this has a positive impact in driving employee and customer self-service scenarios.
Currently when you translate a knowledge article, CRM copies all the related information like Title, Keywords, Description, and Content into the translated version of the article. For example, when you translate an English article into Spanish, CRM copies the English article content into the Spanish article. At that point, you can manually translate the Spanish version.
Manual translation is expensive
While translating your knowledge base to help your users sounds like a great idea, the cost of translation prevents most companies from making it a reality. Translating content can be a significant investment for small or medium business owners.
Introducing automatic translation
Automatic Translation is a sample solution you can download and configure to enable Knowledge Managers in your organization to author and translate articles using machine translation. The sample solution can be downloaded from the Git repository. In the sample solution, we leverage the power of the Microsoft Translator API. Your Knowledge Managers can instantly make their knowledge available to all your customers in a matter of few clicks. This also drastically reduces your company’s translation cost.
How do I configure the Automatic Translation sample solution?
Download the Automatic Translation sample solution from the Git repository and import the managed solution into your CRM organization. The solution adds a sitemap entry for the AutomaticKMTranslationSetting entity under Service. This helps you manage Automatic Translation-related settings. As part of the initial configuration, you need to enter your Microsoft Translate API ClienID and Client Secret. The plugins use this to translate content with Microsoft Translate API using your subscription.
Please see Signing Up for Microsoft Translator to sign up for the Microsoft Translator API. At this time, you can take advantage of a free 2 million characters per month subscription available to all users.
Currently, the Automatic Translation sample solution persists the Microsoft Translator API key in plain text. You can use the permission model of CRM to restrict access to the , or you can use SQL data encryption options.
The sample solution registers the AutoTranslationPlugin for the Create message of the KnowledgeArticle entity. It is a registered pre-operation in the event pipeline in a synchronous execution mode. When you create a knowledge article translation, the plugin is triggered. From the schema model of the KnowledgeArticle entity, the plugin identifies if it is a translation that is being created and from which language it is being translated from. All these details are passed to the Microsoft Translator API. The Microsoft Translator API respects the HTML fragments in your content and only translates the non-HTML content. Currently, the plugin handles the auto translation of the Title, Content, Description, and Keywords fields of the translation that is being created. You can modify the plugin to handle translation of other custom fields that you might be interested in.
The solution also supports the translation of content on demand. For example, if you have created a Spanish translation for an English article, you can enter English text in the Spanish article to translate it with .
Goal Management is one of the great new features in CRM 2011, but like a lot of great new features...it's got a bit of a learning curve! One question I get a lot is how do goal criteria work, and in particular, when do you need to use a rollup query. That's the topic of this recording.