Saturday, February 22, 2020

Dynamics 365 - AI Builder

AI Builder is a Power Platform capability for teams with the business expertise to easily automate processes and predict outcomes to improve business performance. AI Builder is a turnkey solution that brings the power of Microsoft AI through a point-and-click experience.


New templates for AI Builder.



Please check the following link for latest updates of AI Builder 2020 updates.
https://powerapps.microsoft.com/en-us/blog/ai-builder-february-update/


2020 Dynamics 365 wave

2020 Dynamics 365 Wave Features

Features from the following apps are available as part of early access:
  • Dynamics 365 Marketing
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Finance
  • Dynamics 365 Supply Chain Management
  • Finance and Operations cross-app capabilities
  • Dynamics 365 Human Resources
  • Dynamics 365 Commerce
  • Dynamics 365 Business Central
For more see link here


Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Sunday, June 03, 2018

Multi-Select Option Set


Multi-Select Option Set


We can now select multi-select option set as below.





Monday, May 07, 2018

Dynamics 365 Resource Scheduling-Hourly basis

Dynamics 365 Resource Scheduling.

Following pictures will show you Resource scheduling with hourly basis as well.

  • Hourly Scheduling of Resources
  • Showing available booking time
  • Multi-day schedule assistant





Regards,
Imran [MVP CRM]
MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
 Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Wednesday, October 25, 2017

Dynamics CRM Data in Tableau

Dynamics CRM Data in Tableau


Recently I had worked with Tableau desktop application where we can visualize the data. I did some research and integration with Tableau for Dynamics CRM (on -premises) Data.



Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Wednesday, February 08, 2017

Power BI with Microsoft Dynamics 365


The Power BI for Office 365 cloud service works with Microsoft Dynamics 365 to provide a self-service analytics solution. Power BI automatically refreshes the Microsoft Dynamics 365 (online) data displayed. With Power BI Desktop or Microsoft Office Excel Power Query for authoring reports and Power BI for sharing dashboards and refreshing data from Microsoft Dynamics 365 (online), sales, marketing, and service personnel in your organization have a powerful new way to work with Dynamics 365 data.

https://technet.microsoft.com/en-us/library/dn708055.aspx#PBI_op


Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Thursday, November 10, 2016

Dynamics 365 SDK-

Here is sdk for developers.
https://www.microsoft.com/en-us/download/details.aspx?id=50032

Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Tuesday, November 01, 2016

Microsoft Dynamics 365 – Now generally available

Microsoft Dynamics 365 – Now generally available

https://community.dynamics.com/b/msftdynamicsblog/archive/2016/11/01/microsoft-dynamics-365-now-generally-available


Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Thursday, June 23, 2016

Helpdesk / Ticket Management System for Dynamics CRM 2015/ 2016

We have built helpdesk / Ticket management system or Customer portal for Dynamics CRM.  It has many features.


CRM Component Features


1.    Customers are maintained in MS-CRM as Accounts and Contacts.

2.    Each customer (CRM Accounts) may be associated with product/ service. Multiple products can be associated with customer.

3.    Web portal is  designed for the customer that is defined in MS-CRM as contacts.

4.    For proper running of web portal, Products needs to be associated with subject.

5.    Each customer (account) will have at least one primary contact and other contacts (optional).

6.    Customer’s contacts, including account’s primary contact may be designated as “Support User”. This provides the contact with the privileges for product/ service case registration and tracking. This facility is accessible within MS-CRM and through web portal components.

7.    By default, account’s primary contact is support user.

8.    Support professional can view/ maintain case specific history through case communication customization/ notes.

9.    Through case communication customization, email to case owner is sent.

10. Support professional can view/maintain the user responses with attachments.

11. Support professional/ Client’s case specific communication is maintain through case notes.

12. By default, all records created are owned by system administrator.

13. CRM Component can run independently and in association with web portal component.

14. Sending email on forgot password

15. Sending email on case creation / updating

16. Email internal domain users & External users accounts


17. Sending email to parent account address for intimation


Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Tuesday, May 03, 2016

Rollup Update 1.0 for CRM 2016

Hi Readers

Rollup update 1.0 available for CRM 2016. Many things will be fixed now.

https://support.microsoft.com/en-us/kb/3133963

Best Regards,
Imran

Skype = mscrmexpert

email : mscrmexpert@gmail.com

Thursday, September 25, 2014

Dynamics CRM 2015 Press Release...


Here is article about CRM 2015. Please check on

 http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx

Regards,
Imran [MVP CRM]
MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Wednesday, March 26, 2014

Microsoft CRM 2013 Update Rollup 2 released

The Microsoft Dynamics CRM 2013 Update Rollup 2 is now available on the download center. 
UR 2:  http://www.microsoft.com/en-us/download/details.aspx?id=42272.
Information on CRM 2013 Update Rollup 2

Friday, November 29, 2013

Mobile Applications for Dynamics CRM 2013

Mobile Applications for Dynamics CRM 2013

Apps are available in the respective stores and marketplaces. The apps are called Dynamics CRM and published by Microsoft Corporation.

Store
OS Version
Windows Phone  
Windows Phone Store
WP8+
iPhone  
iOS6, iOS7
Android  
Google Play Store
4.0, 4.1, 4.2
For all other devices, you can access CRM from the mobile phone browser.

http://www.windowsphone.com/en-us/store/app/dynamics-crm/bdf6ad14-8ff3-4db1-a9d5-336c50ef13ee


https://itunes.apple.com/us/app/microsoft-dynamics-crm-for/id723891307?mt=8

https://play.google.com/store/apps/details?id=com.microsoft.crm.crmhost&hl=en


For more please read : http://blogs.msdn.com/b/crm/archive/2013/11/20/microsoft-dynamics-crm-for-phones.aspx

Saturday, October 12, 2013

Dynamics CRM 2013

Check out all the great new documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 releases! Information for end-users Go to www.crmcustomercenter...

http://blogs.msdn.com/b/crm/archive/2013/10/11/announcing-the-crm-2013-customer-center-implementation-guide-and-sdk.aspx


Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Wednesday, November 28, 2012

CRM 2011 online with Office 365

http://blogs.msdn.com/b/crm/archive/2012/11/27/release-trial-guide-microsoft-dynamics-crm-online-and-office-365.aspx


On behalf of CRM Content Publishing, I am pleased to announce the release of Trial Guide:Microsoft Dynamics CRM Online and Office 365, which is also available for download from the Microsoft Download Center at: http://www.microsoft.com/en-us/download/details.aspx?id=35776
The guide is designed to be used as a real-time road map that provides step-by-step instructions to quickly demonstrate how to integrate Microsoft Dynamics CRM Online and Office 365 to improve office collaboration, staff productivity, and organization agility through Microsoft’s cloud-based services.

Regards,
Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa
 MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert

Thursday, April 19, 2012

Dynamics CRM 2011 Training Courses


CRM 2011 Training Courses

Following Training Available

1. Dynamics CRM 2011 Application
2. Dynamics CRM 2011 Customization
3. Dynamics CRM 2011 Extended
4. Dynamics CRM 2011 Installation & Configuration


Microsoft CRM 2011 Courses


MS 80291 - Sales Management in Microsoft Dynamics CRM 2011
MS 80290 - Marketing Automation in Microsoft Dynamics CRM 2011
MS 80292 - Service Management in Microsoft Dynamics CRM 2011
MS 80293 - Service Scheduling in Microsoft Dynamics CRM 2011
MS 80296 - Installation and Deployment in Microsoft Dynamics CRM 2011
MS 80294 - Customization and Configuration in Microsoft Dynamics CRM 2011

MS 80295 - Extended Microsoft Dynamics CRM 2011

If you need training on above mentioned courses , Let me know.

Please contact if you need above mentioned trainings.



Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert 

Tuesday, April 03, 2012

Update Rollup 7 for Microsoft Dynamics CRM 2011

http://blogs.msdn.com/b/crm/archive/2012/03/28/update-rollup-7-for-microsoft-dynamics-crm-2011.aspx



Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert 

Wednesday, February 08, 2012

CRM 2011 rollup update 6


Update Rollup 6 for Microsoft Dynamics CRM 2011 is available


Update Rollup 6 for Microsoft Dynamics CRM 2011 is available. This article describes the hotfixes and the updates that are included in this update rollup. This update rollup is available for all languages that are supported by Microsoft Dynamics CRM 2011.
Here is roll up update 6 available for crm 2011

http://support.microsoft.com/kb/2600640



Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert 

Sunday, February 05, 2012

Microsoft Dynamics CRM 2011, codenamed “R8″

Microsoft Dynamics CRM 2011, codenamed “R8″


Today Microsoft announced what’s going to be in their next service update for Microsoft Dynamics CRM 2011, codenamed “R8″, under the headline: CRM Anywhere.

The R8 service update is expected to be available Q2 2011 and is built on six broad themes: Mobility, Browser Flexibility, Social, Industry Templates, SQL Server 2012, Certifications.

Mobility
Microsoft will be launching a new product, Microsoft Dynamics CRM Mobile, which will enable CRM Online, partner-hosted and on-premise customers with Internet-facing deployments to use CRM on up to three devices per user.

There will be native clients, which means offline support, on all the main mobile platforms: Windows Phone 7.5, iPhone & iPad, Android, BlackBerry. I haven’t seen any of the licensing details yet, but I understand that this is a subscription service (even for on-premise customers) for $30 per user per month.

Browser Flexibility
For years prospective customers have been crying out for multi-browser support and Microsoft has finally delivered! Once R8 hits your CRM server you’ll be able to access CRM using: Internet Explorer 7 or above on Windows 7, Vista and XP; Safari 5.1.1 or above on Mac OS-X or iOS5 ;Firefox 6 or above on Windows 7, Vista and XP or Mac OS-X or iOS5; Chrome 13 or above on Windows 7, Vista and XP.

Activity Feed Enhancements
In the Nov 2011 service update (codenamed “R7″) Microsoft released the new Activity Feeds feature which introduced some social enterprise features into CRM 2011. R8 introduces a series of enhancements to the Activity Feeds feature: like/dislike, enhanced filtering (e.g. @me, types of records I follow, record views), and an updated mobile activity feeds client for Windows Phone 7.5.

Industry Templates
Building on the work of Microsoft partners and its own consulting team, the Dynamics Labs will be releasing several industry templates into the Dynamics Marketplace. The first few templates will be: Wealth Management, Non-Profit, Health Sales Plans
Relationship Management for Health.

The templates will include data model customizations, dashboards, workflows and sample data. They’re designed to help customers in those industries visualise how Dynamics CRM can help their business, and speed up an implementation without necessarily being a fully-packaged vertical industry product.

SQL Server 2012
Microsoft’s own data centers have already been upgraded to SQL Server 2012 and the R8 service update bring official support for partners and customers wanting to upgrade their own deployments to SQL Server 2012. Additionally, there will be some new CRM features that make use of SQL Server 2012 new capabilities. For example: performance improvements, enhanced database recovery, next generation business intelligence (“Crescent”) such as pre-defined Power Pivot models, Power View reports, and time-animated reports.

Certifications
Certifications are critical to enterprise adoption and Microsoft has been working hard over the last year to ensure that its data centers and CRM Online service meets several important certification standards including: ISO27001, SAS 70 Type II, SOX, SSAE 16 SOC1, Safe Harbor, Data Processing Agreement, EU Model Clauses and HIPAA compliance (supported through Business Partner Agreements).

For More Information
Download the R8 Release Preview Guide from the Microsoft Dynamics CRM website:
http://crmpublish.blob.core.windows.net/docs/ReleasePreviewGuide.pdf 

Read the CRM Anywhere blog article by new CRM General Manager Dennis Michalis:
https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2012/02/06/crm-anywhere.aspx 



Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert 

Friday, February 03, 2012

Dynamics CRM 2011: Rename an Organization

Dynamics CRM 2011 : Rename an Organization


Step by Step Guide.

Here are Step by Step guide to renaming an Organization in CRM 2011.

Open the CRM 2011 Deployment Manager then select the Organizations node.  The list of organizations should look something like this:
rename-org-1
1. Highlight the selected Organization the click the Disable link.
You will be prompted to confirm that you wish to disable the organization:
image
2.  Select Yes.
Note: Remember that a Disabled organization can’t be accessed.
3. Click the Edit Organization link:
image
and the Edit Organization Wizard will be displayed:
image
You will notice that you can’t edit the Name field.  That’s the physical name of the CRM Organizational database and that can’t be changed once it’s created.
You can however, change the following:
  • Display Name
  • SQL Server
  • SQL Server Reporting Services URL
In this exercise, we’ll just be changing the Display Name.
4. Change the Display name field to the new name.
image
5. Click Next and the standard installation environmental checks:
image
Assuming you don’t encounter any errors, then click the Next button and you will be asked to perform one last verification before proceeding:
image
6. Click the Apply button.  The changes will be applied and again, assuming you don’t encounter any issues, you’ll see the following dialog:
image
7. Click the Finish button.
Back in the organization list, you will see the change you just made:
rename-org-2
8. The last step is to highlight the organization and click the Enable link to enable the newly changed CRM organization.

Conclusion

As you can see from the following figure, you’ll notice that the URL for the organization remains the same, but the Display Name has been changed:
image

Let me know if you have any issue in this.
Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert