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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.

To automatically translate knowledge articles when you create a knowledge article translation, make sure that IsAutoTranslationEnabledis set to Yes.

01 - Translate Knowledge Articles

 

02 - Translate Knowledge Articles

 

How it works

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.

On-demand translation

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 .

03 - Translate Knowledge Articles

CRM 2013 Quick Tip: Add new information quickly in Microsoft Dynamics CRM

[Job] - L & T : Microsoft Dynamics CRM Sr. Developer (Spanish & English Speaking), United States

Company: L & T Infotech

Location: Farmington, CT, United States

Job Description
Job Code: 14465
Title: Microsoft Dynamics CRM Sr. Developer (Spanish & English Skeaking)
Location: Farmington, CT, United States
Description:

*Language Required
•Spanish & English

* Skills

1.Education – B.E., B. Tech, MCA, Around 5 to 8 yrs or more years of relevant experience.
2.Certified professional (Configurations, customizations and Extensions) and having experience in
Installation (considering accessing via Microsoft Outlook and Mobile), customizations in On-Premise, Online model (considering best practices within Microsoft Dynamics CRM), and customization of reports in On-Premise and Online model. {Experience in Online model a must}
1.Experience in Integration with third party applications.
2.Working knowledge of Microsoft SQL Database, Windows Server Operating System, Active Directory and Active Directory Federation Services.
3.Experience in SSIS (SQL Server Integration Services) and aware of sizing of hardware and software would be an added advantage
4.Project Lead experience
5.Understanding of standard available sales, marketing and service module functional flows
6.Experience in developing reports in SSRS (SQL Server Reporting Services), xml based reports a must
7.Awareness and working experience of various technologies like HTML, CSS, SOAP, REST, Silverlight, Angular JS

* Required Experience (Same as Relevant Experience)

1.5 to 8 yrs or more years of MS CRM Sr. Developer / Technical experience

* Job Responsibilities

1.Technical consultant with MS CRM background, having worked on the MS CRM product extensively and done 4 - 6 end to end implementations.
2.Worked on CRM 2013 version onwards until latest version.
3.Also having done projects on premise and cloud, support, upgrade and migrations.
4.Aware of mobility in MS CRM CRM and access of MS CRM via Outlook - Online and Offline.
5.Knows the MS Sure Step methodology well; able to articulate and understand the pain points of customer.
6.Design the solution, configure and customize to address the pain points and deliver it is one of the key responsibilities.
7.Design, develop solutions, identify bugs and resolve the issues/bugs.
8.Preparation of technical related documentations.
9.Should be customer facing with excellent analytical and communication skills.
10.Lead a team of resources, allocation and estimation of tasks.
11.Troubleshooting any issues.

Key Skills: Microsoft Dynamics CRM Sr. Developer (Spanish Speaking)
Education Qualification: Associate Degree

Microsoft Dynamics CRM Troubleshooting Errors When Viewing Reports

Competitors

The competitor information management feature allows organizations to do the following:

  • Compile a repository of product literature, pricing structures, and product reviews for each competitor.
  • Track the products that competitors sell and compete with the organization’s products.
  • Add products or sales literature to help compete with the threat.
  • Maintain information on how to win against the competitor.
  • Track competitors by creating relationships between competitors and opportunities.
  • Track sales lost to competitors by specifying the competitor when a sale is lost. The organization can use this information to assess the opportunities lost to or won against each competitor.

Round-Robin Lead Assigment: CRM4

Create Record In Dynamics CRM Using Early Bound

Following example demonstrates how to create record in dynamics crm using Early Bound

Connection String

 <connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=Password;"/>
</connectionStrings>

C#

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using System;

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

// Instantiate an account object.
Account account = new Account { Name = "Fourth Coffee" };

// Create an account record named Fourth Coffee.
Guid _accountId = _service.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);

}

}
}

Installing and Configuring the Outlook client for Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM Online 2015 Update 1 - Yammer Integration New Features

What are the types of ribbons?

  1. Application ribbon:
    1. The applicationRibbon.xml file contains the definition of the core application ribbons.
  2. Entity ribbon.
    1. The entity grid ribbon is a collection of tabs that have an Id attribute value beginning with Mscrm.HomepageGrid.<entity logical name>.
  3. SubGrid Ribbons
    1. When a list of records for a different entity is displayed within a sub grid on the form of another entity or in a chart, the ribbon will change when the user places the cursor in the grid. A contextual group with the label List Tools is displayed. The single tab included in that contextual group will have the plural display name of the entity.
    2. The entity sub grid ribbon is a contextual group with a collection of tabs that have an Id attribute value beginning with Mscrm.SubGrid.<entity logical name>. For example, the tab with the text "Accounts" on account entity sub grid is Mscrm.SubGrid.account.MainTab.
  4. Form Ribbons
    1. Each entity form can have a specific ribbon definition. In the exported customizations.xml file, you must add your modified <RibbonDiffXml> (FormXml) to this location://ImportExportXml/Entities/Entity/FormXml/forms/systemform/form/RibbonDiffXml.
  5. Other Ribbons
    1. Several other special purpose ribbon tabs and a contextual group are defined byMicrosoft Dynamics CRM. Each tab is associated with a specific <TabDisplayRule> (RibbonDiffXml) that controls when they will display. The following table lists these tabs.

      Tab

      Root Id

      Description

      Web Resource Edit page tab.

      Mscrm.WebResourceEditTab

      Displays when editing Web resources within a solution.

      Form Editor tab

      Mscrm.FormEditorTab

      Provides Save, Edit, Select, and View groups of actions for entity forms.

      Form Editor Insert tab

      Mscrm.FormEditorInsertTab

      Provides buttons to insert Sections, Tabs, and Controls in entity forms.

      Dashboard Homepage tab

      Mscrm.DashboardTab

      Displays in the Workplace area.

      Visualization Tools Contextual Group

      Mscrm.VisualizationTools

      Displays when the New Chart button is clicked on the Charts tab displayed in the entity grid ribbon.

      AptbookTab Homepage tab

      Mscrm.AptbookTab

      Displays when viewing the Service Calendar in the Service area.

      Advanced Find tab

      Mscrm.AdvancedFind

      Displays in the Advanced Find window.

      Dashboard Editor tab

      Mscrm.DashboardEditorTab

      Displays when editing a dashboard.

      Documents tab

      Mscrm.DocumentsTab

      Displays if SharePoint integration has been enabled for the organization.

      Chart Editor tab

      Mscrm.VisualizationDesignerTab

      Displays when editing a chart from the solutions window.

      Search Tools Contextual Group

      Mscrm.ArticleSearch

      Displays when viewing the KBarticle entity.

How to use the Microsoft Dynamics CRM Training and Adoption Kit

Use the materials in the training and adoption kit for Microsoft Dynamics CRM to customize training content for your organization. For more information about Microsoft Dynamics CRM, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323.

Color Grid for Dynamics 365

Color Form for Dynamics 365