By now, you will have already heard about and seen some exciting videos of the features that have been introduced. It will be an inaccurate
Author: Dave Vora
The Microsoft trust center provides a very nice summary of the security concepts related to Dynamics 365 Online. The information on this page mentions Dynamics
Currently when we talk about workflows, dialogs, business process flows, and portable business logic in Dynamics CRM, you can create each of these using different
The issue which raised the need to explore the XAML features of the workflow (Business Process Flow) in CRM was the out-of-the-box BPF (Business Process
Dynamics CRM has come a long way to become an established, and at the same time an evolving platform. There are several ISV solutions that have extended Dynamics CRM beyond a traditional CRM and provided many vertical solutions. One of the ISV solutions I would like to highlight today is “Dynamics CRM 2016 Workflow Tools” by demian_rasko on CodePlex. Like a lot of CRM add-on solutions on CodePlex, this one provides additional functionality at the CRM platform level; and the best part – it is free. This solution is available for Dynamics CRM On-Premises and Dynamics CRM Online, as well as a managed solution. Besides all these benefits, the source code behind this solution is open source, so if you are a developer then you can certainly extend it further to your requirements and add/contribute to this community.
In the upcoming KTL User Conference 2016, we will have a session on the benefits of moving to CRM Online. You will get all the details on the ease of the move, plus details on the additional features you will get just by choosing CRM Online. As I type this blog, Microsoft has already released the preview guide for what’s coming as an update to CRM in Spring 2016.
The most overlooked setting during CRM user setup are the work hours. Setting up the work hours for a user/facility/equipment record has always been an afterthought (at least for me). Then again, this setting becomes more relevant and important to setup when you are scheduling resources., This is especially true in setting up the service module or as part of any project management/field service module where appointments are being setup for tasks. For those who may not know where this setting exists, it can be found by navigating to ;Settings->Security->Users.' Open any user record, and in the navigation for the user record, you can find the “WORK HOURS” navigation tile. You can access the resources work hours by navigating to ;Settings->Business Management -> Facilities/Equipment.' The resource entity still uses the old CRM form layout so the work hour navigation can be accessed from within the form.
With most CRM systems or for that matter any enterprise systems we often hear this saying “Garbage in Garbage out” about the data that resides in these systems. The reality is that most systems do have garbage data and each organization uses different methods to maintain/scrub/cleanse their data. Some organizations use a data warehouse where data is synced from different sources and normalized, the data warehouse is used as the master data source for all reporting and transactional data still remains in the same state. In another situation an ERP would be the source for the master data and all other systems like CRM would sync and integrate with the ERP data. But each system has its users and they too would like to maintain good data. In a modern system like Dynamics CRM, it provides a lot of methods to maintain your data. The following methods can be deployed to keep you data clean:-