82 Monday, May 30, 2016 |
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Folder Level Tracking in CRM Online 2015 Update 1

Tracking email activities is key to successful customer engagement, from sales to service. In this video, we'll walk you through setting up folder level tracking to simplify and automate email tracking, which improves end-user productivity and helps to drive positive customer engagement. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

Invoice Management : Fields on the Invoice Form

  • Summary
    • Invoice ID: The identifying number or code of the invoice.
    • Name: A descriptive name for the invoice.
      Currency: The local currency for the record. This makes sure that budgets are reported in the correct currency.
    • Price List: The price list associated with this record. This makes sure that the products associated with the campaign are offered at the correct prices.
    • Prices Locked: Status of prices specified on the invoice. They may be locked from any further updates or unlocked.
  • Shipping Dates
    • Date Delivered: Date when the products included in the invoice were delivered.
    • Due Date: Date by which the invoice should be paid by the customer.

Microsoft Dynamics CRM 2013 Customization New Features - Image Data Type

Legislature Issue Management solution walkthrough

A general walkthrough of Planet's Legislature Issue Management solution, build on Microsoft xRM. We don't go into specific areas on great detail, but we'd love to hear from you if you have an interest or would like to see more detail of specific functionality!
 

 

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 2

This session will cover how to install and configure the ADFS 2.0 server.

What is difference between database and disk deployment?

Plug-ins stored in the database is automatically distributed across multiple Microsoft Dynamics CRM servers in a data centre cluster and are included in database backups and redeployments. On-disk storage of plug-ins is useful for debugging plug-ins using Microsoft Visual Studio.

Feedback And Rating in Dynamics CRM 2016 Update1

Introduction:

A new entity called “Feedback” has been introduced in Dynamics CRM 2016 Update 1. The purpose of adding this entity is to provide the feedback and rating for particular entity in CRM. This is useful for the organizations for tracking the feedback for the product they are selling, or support/services that they are providing to the customers. This Feedback and Rating in Dynamics CRM 2016 helps to improve the product’s quality or customer experience with your organization.

Let us see how we can use this entity.

Assign Privileges for Feedback Entity:

For using the Feedback entity, first you need to make sure that you have the Read, Create, Update privileges for this entity.Feedback And Rating in Dynamics CRM

As you can see in the above screenshot, we have given all the privileges for the Feedback entity at Business Unit level for the security role “Salesperson” and we have assigned this security role to the user “Test User1”.

Enable Entity for Feedback:

Once the privileges have been assigned for the Feedback entity, the next step is to enable entity for Feedback. For this go to Settings >> Customizations >> Select entity for which you want to enable Feedback >> Under Communication & Collaboration >> Check “Feeedback” checkbox.Enable Entity for Feedback

feedback

As you can see in the above screenshot, we have enabled the Product entity for the Feedback by ticking the check box provided for the Feedback.

So now, the Feedback entity will appear in the associated view of the Product entity and you can create Feedback for the Product entity.

Creating Feedback:

creating feedback in crm

So now, we can add a Feedback for Product. Click on “ADD NEW FEEDBACK” of the associated grid view.ADD NEW FEEDBACK

Once we click on the Feedback, a Feedback entity Form will be opened where you can specify the below information.Feedback entity Form

Here,

Title: A short title for the Feedback, specifying parameter for response.

Regarding: The Feedback created for the entity. In our case, it is Product Exchange Online (Sample).

Source: Here you can select two options, Internal or Portal. For example, if you are capturing the Feedback from within the CRM i.e. through phone or email then you can select Source as Internal. In addition, you can add more options to this field as per your requirement.

Comments: Comments for the Feedback being created.

Rating: A number to specify how useful the product is.

Minimum Rating and Maximum Rating: Define the minimum and maximum rating numbers for the rating scale. For example, in our case, we are using the rating scale as 1-10, then minimum rating as 1 and maximum rating as 10 can be provided.

Normalized Rating: The value for this field is auto calculated, as this is the calculated field. The calculation is done based on the below formula.

Normalized Rating = (Rating – Minimum Rating)/ (Maximum Rating – Minimum Rating)

However, you can change the calculation for the Normalized Rating by changing the formula for this field from Customizations.

Created By (Contact): It is the customer contact on behalf of whom you are creating a feedback.

Closed By: This field gets automatically populated with the user who deactivates the Feedback record.

Closed On: This field gets auto populated with the date and time when the user deactivates the Feedback record.

Deactivating Feedback:

When you deactivate the Feedback, it will ask if you want to close this feedback as Closed or Rejected.Deactivating Feedback in dynamics crm

confirmed deactivationIf you select the Status as Closed then the Status Reason of the Feedback changes to Closed and if you select the Status as Rejected then the Status Reason of the Feedback changes to Rejected.Deactivating Feedback

As you can see in the above screenshot that once we have deactivated the Feedback, Closed By and Closed On populates automatically.

Conclusion:

This blog explains about the newly added entity “Feedback” which is a useful entity where you can provide the rating and calculate the rating as per your requirement. Creating Feedback will help to track or improve the quality of the services or the products being sold by your organization and improve the customer experience.

Microsoft Dynamics CRM Roadmap.

Learn more about microsoft dynamics crm roadmap.

http://crmroadmap.dynamics.com/

Connect To Microsoft Dynamics CRM Using Organization Service Proxy

OrganizationServiceProxy class provides a proxy to connect to Microsoft Dynamics CRM.

Use following constructor to create the proxy.

public OrganizationServiceProxy(
Uri uri,
Uri homeRealmUri,
ClientCredentials clientCredentials,
ClientCredentials deviceCredentials
)
Parameter Description
uri The URI of the organization service.
homeRealmUri

This parameter is set to a non-null value when a second ADFS instance is configured as an identity provider to the ADFS instance that Microsoft Dynamics CRM 2011 has been configured with for claims authentication. The parameter value is the URI of the WS-Trust metadata endpoint of the second ADFS instance.

Pass null in this case

clientCredentials The logon credentials of the client.
deviceCredentials

The Windows Live ID device credentials.

Pass null in this case

Following sample code connects to Microsoft Dynamics CRM using OrganizationServiceProxy

Uri oUri = new Uri("https://yourorg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
//** Your client credentials
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.UserName.UserName = "YourAccount.onmicrosoft.com";
clientCredentials.UserName.Password = "YourPassword";

//Create your Organization Service Proxy
OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy( oUri, null, clientCredentials, null);

//** Now simple use Entity and create a sample account
Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

//use the service proxy to create the entity object
_serviceProxy.Create(entity);
}

 

Apple Leak Confirms 'All Glass' New iPhone

Last month the world’s most accurate Apple AAPL tipster revealed the company is working on a radical ‘all glass’ new iPhone. The news was met with cynicism and excitement in equal measure, and now a major Apple supplier has confirmed it…

Speaking at its annual shareholder meeting Allen Horng, chairman and chief executive of long time iPhone chassis maker Catcher Technology , said Apple will make its 2017 iPhone using a glass casing.

Breaking down the radical shift, Horng said using a glass chassis would prove expensive and that Catcher requires “advanced processing technology” to pull it off. He also explained that the chassis would need to be reinforced by a metal frame.

The move is expected to go far beyond Apple’s previous glass backed iPhone 4 and iPhone 4S and rival Samsung’s recent Galaxy S and Note lines by using a single piece of glass for the whole exterior. Pull that off and Apple would certainly have a smartphone that looked like no other.

But it isn’t all good news.

Horng said that “As far as I know, only one [iPhone] model will adopt glass casing next year” and, given the range’s pricing, that would suggest the iPhone 8 Plus (Apple is expected to skip the iPhone 7S moniker for the iPhone’s 10th anniversary) or even the hotly rumoured iPhone Pro.
source:Forbes

any-to-Many-Relationships in Dynamics CRM 2011

This video provides an update on how they're handled in CRM 2011, specifically on the so-called "manual" approach to creating them.