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[Job] - Microsoft : PREMIER FIELD ENGINEER - DYNAMICS CRM | United States

Company: Microsoft

Location: United States

This role will require you to accumulate, maintain, and demonstrate technical knowledge of Microsoft Dynamics CRM and related Microsoft products. You will apply this knowledge to each customer through proactive and preventative work to promote organizational health and reduce risk at their site. This role requires the ability to acknowledge opportunities and solve real world customer business problems by leveraging Microsoft Business Solutions Applications and technologies. Strong product knowledge of Microsoft Dynamics CRM is required; communication, and customer relations skills are needed to complement product and technical knowledge.

Minimum Requirements: Solid understanding of client/server, networking, and Internet technologies fundamentals. Candidate must possess strong knowledge and demonstrated technical proficiency in Windows Server and Microsoft client products, SQL Server, and Dynamics CRM. In addition, the successful candidate must possess knowledge of DNS, Exchange Server and Active Directory as it relates to successful implementations of Dynamics CRM. Five or more years of experience in systems development, network operations, and software support or I.T. consulting or five or more year’s industry experience with Microsoft products are required. Effective learning skills, ability to work well in a team environment and strong problem-solving skills are also critical to success in the role.

Goal: To provide high quality technical support reactively and proactively to a designated set of strategic Microsoft customers.

Responsibilities: Primary responsibilities include providing on-site and remote technical support solutions for customer service delivery and availability, while ensuring satisfaction with Microsoft software. The successful candidate will be capable of providing field technical support and proactive service presence for groups in the Microsoft Services organization, including but not limited to Premier and Professional Support, Microsoft Consulting Services, and escalation engineers. The Premier Field Engineer acts as the primary technical contact, providing customer visibility, advanced technical troubleshooting support and problem resolution for corporate customers, including issues escalated to the highest levels of management. The candidate will provide technical support including product technical training onsite, as well as via telephone, and electronic media. Candidate must be able to manage hot issues by setting customer expectations, devising and implementing action plans, and professionally communicating to all parties involved.

Overnight travel may be required. Travel requirements vary regionally and could be in the range of 30-75%. Candidates must possess current passport or be able to obtain passport within 90 days of hire. The candidate should already have current US work authorization and live within US and be willing to relocate if needed.

Qualifications: 4-year technical degree or equivalent work experience, 5+ year’s customer experience. Ideal candidate would have 2+ years of experience with the Microsoft Dynamics CRM product. MCSE strongly preferred, but not required at hire. Candidate must possess the ability to effectively communicate with customer managers and executives on technical and business issues. Strong organization, communication, problem solving, time management, and negotiation skills.

What is meant by solution and how and where it maintained in CRM?

A Solution is a container for components that make up a particular customization project. By keeping track of all the components of a single Solution, package, and maintain units of software that extend Microsoft Dynamics CRM

  1. When a Solution is exported or imported, all components are transferred.
  2. Version control is maintained
  3. Security specific to the Solution is applied to the correct entities.

Installing and Configuring the Outlook client for Microsoft Dynamics CRM 2011

[Job] - NIIT: MS Dynamics CRM | India

NIIT Technologies Limited’s logo

Comapny: NIIT Technologies Limited

Location: Gr. Noida, India

 

Job description

Experience: 3 to 5 years
Work location: Gr. Noida

We prefer early joining profiles for this position

  • Minimum of 2 years of MS Dynamics experience.
  • Configure the application to meet a client's requirements using the Microsoft Dynamics CRM Customization Tool, Workflow Tool, SDK/ .Net.
  • Should be able to perform code changes through .Net: C#, ASP.Net, Java Scripts, etc. Should have knowledge of all available tables within Dynamics and how to expand on the table structure to create new entities.
  • Identify creative workarounds to meet requirements with the development of custom code 
  • Understand the functional capabilities and limitations for out of the box functionality as well as custom code
  • Create technical specifications
  • Design and integrate business processes and data flows between CRM applications and other applications.

Should have excellent communication skills

Product : Pricing Methods

The available options are as follows:

  • Currency Amount: Use this to ignore a product's list price in the product catalog and to enter a different price manually for this price list.
  • Percent of List: Use this to calculate a product's price in the price list as a percentage of its list price.
  • Percent Markup: Current Cost: Use this to add a percent markup on top of the current cost entered in the product catalog. This is also available for the Standard Cost field.
  • Percent Margin: Current Cost: Use this for the price offered in the price list to yield a percentage margin of the current cost. This is also available for Standard Cost.

Microsoft Dynamics CRM Online 2015 Update 1 - CRM Office Integrations New Features

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.

What is the purpose of plug in?

  1. Performing complex platform level data validation
  2. Performing auto-number generation
  3. Providing integration with other applications
  4. Executing complex business logic
  5. Data auditing and look up.
  6. Performing common database operations.

Microsoft Dynamics CRM 2011: Installing and Configuring the Outlook Client

Email Router Demystified in MS CRM Part -2

Troubleshooting Outgoing email issues

To do this, we need to reference the mail flow diagrams shown in the Explanation post previously.  We’ll first cover the Outgoing portion of the Email Router.

Troubleshooting Outgoing email issues is the not a difficult part of the Email Router to troubleshoot.  The reason is that there are only two different configuration options, SMTP or Exchange Online.  Realistically, you troubleshoot these the same way.  Obviously we have some restrictions during the troubleshooting steps when working with Exchange Online but these should be pretty obvious.  Let’s go ahead and get into troubleshooting at this point.

 

The first thing to know about troubleshooting the Email Router is to remember the traffic flow.  This was shown in the second post of this series but I have included it here as well:

 

Each step represents a potential break point.  The key to troubleshooting is to understand where the error occurs and what the error is telling you.  So how can we determine where the issue lies?

 

The first step to this is to understand, what’s the state of the email within CRM?  There are three status the email can be when in CRM. 

  1. Pending Send
  2. Sending
  3. Sent

What’s an easy way of understanding what emails are in which state?  The typical recommendation I have made to our customers is to use Advanced Find on the E-mail Messages entity.  When building your Advanced Find, you will want to ensure you have, at minimum, the following columns: Subject, From, To, Status Reason, No of Delivery Attempts.

Note: The one thing I want to ensure is pointed out is the last column of No. Of Delivery Attempts.  This tells us how many times the Email Router has tried to send the email.  Anytime it goes from Pending Send to Sending, it increments this attempt by 1.  We delay sending emails that have higher Delivery Attempt counts.

Each of the email statuses signify a different step within the mail flow diagram above.  Let’s review each of these now:

  1. Pending Send: Pending Send means that the email router has not processed this email message yet or there was an error when it did process it and put it back into a pending send status to try to send it again at a different time.  The key to knowing how to differentiate these is to look at the Advanced Find.
     
    One Pending email with the Subject of “Failing Email” shows that the router has tried sending the email five times and it’s still unable to do so since the Status Reason is still Pending Send.  This tells me that there is an issue between the Email Router and the Outgoing service (SMTP or Exchange Online).  The email router was able to retrieve the message from the CRM server, validated the user information within CRM, and submitted it to the Outgoing service to be delivered.   For some reason, the outgoing attempt failed for this email and I can review the Event Viewer Application Logs for more information.   The other email in a Pending Send state, shows the delivery attempts as 0.  This means the router has not yet picked up this email for processing.  This could be due to quite a few reasons. 
    1. The User’s profile does not list E-mail Router in the Email Access Configuration for Outgoing:
    2. The user is not listed in the Email Router Configuration Manager after clicking on Load Data:

      This could be due to the Email Access Configuration for the user not set to Email Router for Outgoing or the user’s email address has not been approved.
    3. The user does have Email Access Configuration set to Outgoing and is in the Email Router Configuration Manager but the user’s GUID <UserId> is not present in the Microsoft.Crm.Tools.EmailAgent.xml file:

      In this case, the user’s GUID is B8DD579B-501D-E211-AA2E-00155D51F43.  The reason could be that after the user’s settings were changed to Email Router (Email Access Configuration) no one went back in the Email Router Configuration Manager and clicked on Load Data and Publish.
    4. The user’s Personal Options do not allow the Email Router to do processing on their behalf.

      CRM 2011:

      CRM 2013:

      The setting for “Allow other Microsoft Dynamics CRM users to send e-mail on your behalf” is needed for those that generate emails and change the from field to use your account.  

      The setting “Allow E-mail Router to use my credentials to send and receive e-mail on my behalf” is required when the Outgoing profile within the Email Router Configuration Manager is set to User Specified for Access Credentials.
  2. Sending: Sending means the Email Router is currently processing the message.  It has already accepted it from CRM and is currently waiting for the Outgoing service to accept the message.  A failure here would send the email back into a Pending Send status and then Delivery Attempts would have been incremented.  If the issue is occurring at this step, then you are going to need to use some additional tools suggested below in the “Outgoing Protocols” section.
  3. Sent: This means that the Outgoing service has accepted the email for delivery and now it is up to the Email service to get the email to the To and CC addresses. 

Outgoing Protocols

We also need to understand the protocols being used for the Outgoing profile.  Each scenario dictates different types of tools and troubleshooting:

SMTP:

The main troubleshooting tool we will use for troubleshooting SMTP issues is some sort of network sniffer such as Microsoft Network Monitor (NetMon) or WireShark.  Being the company man that I am, let’s take a look at what NetMon will show us. 

 

By adding a Filter of “ProtocolName == “SMTP”, I can easily see all of the SMTP traffic.  Now the error the
problem email is the following:

 

Looking through the traffic, I can see that the Exchange server, for “some reason” is throwing Reset packets:

 

By looking at the NetMon traffic, I knew the issue was coming from the Exchange server and there must be some sort of configuration problem on that particular server.  If the issue was intermittent, maybe it was one of the servers in the environment having problems.  After doing further troubleshooting, it was found that, the firewall on the Exchange server was blocking the traffic from the CRM server. 

Exchange Online:

Exchange Online is using Exchange Web Services (EWS) to send emails.  In this case, we can use Fiddler to see what the response coming back to CRM is.

Additionally, we can use a tool called EWSEditor found on CodePlex.  EWSEditor allows us to emulate the same requests as what is being done by the Email Router.  In the screenshot above, you can see that CRM is making an EWS call to GetFolder.  You’ll notice that the Email Router is going to use the schema version for Exchange 2007 SP1, just a tip when using EWS Editor.  We’ll get into the actual usage in a tools post here.

The next part of this post is to cover Troubleshooting Incoming email issues.

Lead Management: Creating Lead

To create a new Lead and view its properties follow these steps:

  • On the Navigation Bar, click Sales and then click Leads
  • In the Ribbon click New, to open new record.
  • In the Lead form enter following information:
    • Topic
    • First Name
    • Last Name
    • Job Title
    • Company Name
    • Email
    • Mobile Phone
    • Description
  • Click Save
  • Now Lead is created