Viewing entries tagged
dynamics crm

What's Microsoft Doing With Voice of the Customer?

What's Microsoft Doing With Voice of the Customer?

Did you know…

As of July 1, 2019, the Voice of the Customer solution was deprecated. Users can create and distribute new surveys and collect responses from live surveys till July 1, 2020.

What is the Voice of the Customer?

Originally the Voice of the Customer solution was primarily used to create and send surveys for collecting feedback.

Here is a link to an article telling you more: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#voice-of-the-customer-is-deprecated

Happy Tuesday!

Ron DeGiusti

Purely CRM

Do You Know What's Leaving Us In October?

Do You Know What's Leaving Us In October?

Microsoft Is Deprecating The Legacy Web Interface

The traditional way that you access Dynamics 365 CE is through the classic interface on the web.  Microsoft now has a new method using the unified interface.  The unified interface means that your forms will work equally as well on tablets and phones.

Another important thing to note is that they are discontinuing the classic/legacy interface very soon.  Microsoft has announced they do not plan on investing in the legacy interface anymore, as their focus shifts towards the new unified interface.

Why Should You Transition to The Unified Interface?

Microsoft published these stats that put the unified interface at a higher pedestal than the legacy.

Microsoft says its deprecation of the legacy web interface is likely to be announced in October 2019
— preact.co.uk

What's Happening on September 28?!

What's Happening on September 28?!

Make Sure You Attend…

On September 28, 2019 there will be a 365 Saturday in Victoria, BC. Microsoft MVPs and Senior Managers will be in attendance, and providing Business Applications training. Be sure to attend to learn new information about PowerApps and Dynamics 365. Plus it’s free!

To further assist you with planning out your day on the beautiful Vancouver Island, here are the schedules for the Dynamics 365 and Power Platform sessions:

Screen Shot 2019-08-28 at 9.54.44 AM.png

Dynamics 365 Training

PowerPlatform Training

Dynamics 365 Teams Linked to Azure AD

Dynamics 365 Teams Linked to Azure AD

Teams CAN BE added to Azure AD?

Recently one of our clients had an interesting question that regarded the use of their Active Directory. Our client hoped to have their Active Directory manage security within Dynamics 365 via Teams.

From the collection of research that we conducted, it seemed obvious to look at any recent functionality that may have been available. This sent out research towards Teams in Dynamics 365 online. Fortunately I was able to find Debajit’s blog who’s information on this subject was excellent .

Let’s start with a revelation – Now Azure AD groups can own records in Dynamics 365. All this time there used to be owner teams. Now both Azure AD office and security group can own your business records.
— Debajit Dutta
Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

The Azure AD Object Id for a Group field on the team record sounded exactly what we were looking for but then how does this work?

It seems that you can now link Teams in Dynamics 365 to Azure Active Directory Groups.

This is a really exciting development for Dynamics 365 and this means of course that if you add security roles to the linked AD Team that you create then you could have a security setup managed by Office 365 Exchange.

Azure Setup

After coming across Debajit’s Dynamics 365 Blog, he explained the setup process in a seamless fashion that is very easy to follow. With his step-by-step guidance, and further research our client was able to enjoy their new solution. Take a look of our screenshots alongside with Debajit’s blog to further assist you in creating this solution.

Essentially the setup for this could not be simpler and it seems to work very well. Note the original blog article for the curve ball though. Your members (of the Team) seem not to show up in Dynamics until they login, which is fine as everything still works just fine.

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Have a great day,

Alan Ashton

Purely CRM

Breathing New Air Into Dynamics CRM

Breathing New Air Into Dynamics CRM

I could not agree more with Juuka Niiranen’s latest blog post regarding Power Apps breathing new life into Dynamics CRM.

Lately I’ve been having this feeling of premonition combined with dejavu. Like being special agent Dale Cooper, investigating the events that are taking place in a strange town in Pacific Northwest, far away from your normal surroundings, encountering The Giant in a dream sequence and being told that “it is happening again”. Only this time the Giant is Power Platform and the place isn’t Twin Peaks but rather Redmond.
— https://survivingcrm.com/2019/06/why-you-should-become-a-poweraddict/

Create An App Instead Of Using Business Unit Security

Create An App Instead Of Using Business Unit Security

I heard great commentary on a podcast suggesting the use of an App instead of implementing business unit security. I can definitely see this as an option in some cases. The App could limit the views that someone has and in essence the records they have access to via those views. Sure is simpler than adding the overhead of business units if it is not truly required.

Was thinking about this after listening to The CRM MVP Podcast, episode 53: Top 10 FUNCTIONAL TRICKS in Dynamics 365.

Ron De Giusti
Purely CRM Consulting Inc.

Easily see the implementation order of solutions

Easily see the implementation order of solutions

You can now easily see the order in which you implemented solutions in Dynamics 365 CRM.

Solution layers allow you to view all component changes that occur due to solution changes over time. Within a solution layer, you can drill down to view specific changed and unchanged property details for a component.
— https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/solution-layers

Here is an image of solution layers in the toolbar:

solution-layers-toolbar.png

Purely CRM Christmas Lunch

Purely CRM Christmas Lunch

As our team grows bigger every year, we're excited to see what the new year brings us. 2018 has been a great year of growth, and it’s important that we take the team to appreciate our team. Here's a few photos of Purely's team at our Christmas lunch, celebrating the holidays.

This year's festive season donations

This year's festive season donations

It’s that time of year when we look back and reflect and realize how fortunate we are to have what we have; warm homes, plenty of food, our health and good friends, to mention just a few of the positive aspects of our lives. Sadly not everyone is as fortunate as we are. It is important that we take the time to appreciate what we have, and to give back when we can.

This year, on behalf of all of us, Purely CRM will be making a $700 donation to the following charities: 

Ronald McDonald House Vancouver https://rmhbc.ca/

Covenant House Vancouver https://www.covenanthousebc.org/

Autism Community Training https://www.actcommunity.ca/

We wish everyone happy holidays and the best to everyone in the new year.

First hand witnessing the changing nature of work through CRM

First hand witnessing the changing nature of work through CRM

It starts with a simple task:  Codify a business process

Most companies realize they have a business process that is probably not as efficient as it could be.  Perhaps it is an Excel spreadsheet or an MS-Word document that is being passed around the organization in an inefficient manner.  There is often the realization that if they take the disconnected spreadsheets and forms and back-ended them into a database, they can easily eliminate wasted time, rekeying of data, and eliminating some simple review processes and calculations.

You end up codifying the entire department

What starts out as a task to eliminate inefficiencies in one business process inevitably sprawls into another department.  The touch-point of information with other departments or with customers and suppliers will definitely be inputs or outputs into the business process that you are making more efficient.  Why not modify those processes too while you are at it?  Before you know it, you have modified the business processes of an entire department.

Job roles will change

Changing business processes will also inevitably lead to changing job duties.  The mundane error checking of paper forms or re-keying of information into various spreadsheets or miscellaneous forms is going away.  What is left behind in a business process is the essence of what the job truly is and what only the human can accomplish.  The human element in business processes is not going away with the current changing nature of business processes through electronic efficiencies but is now focusing employees on the higher value evaluations that are needed in business processes.

We are removing the mundane work with technology and opening up our eyes to the true value employees (i.e., humans) play in a business process.

purelycrm.com

Thank you Balsamiq!

Our friends at Balsamiq sent over this great T-shirt with a slogan that cannot be more true and they've nailed it with their software. 

Lunch n' Learn!

Having a great Lunch n' Learn here at the office, great way to kick off the weekend!

Check out our Twitter and Facebook for more Purely CRM updates. 

How to Hide/Display a Delete Button on the Command Bar Based on a Field Value on a Related Entity

How to Hide/Display a Delete Button on the Command Bar Based on a Field Value on a Related Entity

I want to show you how to hide/display a button on the command bar based on a field value on a related entity.

Here's how you do it!

As an example we have a custom entity called “Contact Role” and we want to hide the delete button on the command bar based on a field value on another entity called “Role”. Contact Role has a 1-to-many relationship with “Role”. On “Role” entity, there is a field called “Professional Only”. If this field’s value is equal to Yes, then we want to hide the delete button on Contact Role record, otherwise we display it:

1) First we need to use the REST service to get the value of the "Professional Only" field:

2) The next step is to use Ribbon Workbench. On Ribbon Workbench we need to add a display rule that can detect the current user’s permissions for a specific entity. Choose Contact Role entity on the Entities Navigation panel. Right click on Display Rules and add a “EntityPrivilegeRule” with “AppliesTo” set to PrimaryEntity, “PrivilegeDepth” set to Basic and “PrivilegeType” set to Delete

3) We also need to add several 'Enable Rules':

a) First we need to attach the REST service to an Enable Rule. Right click on Enable Rules and Add New rule. Right click on the act.act_contactrole.DeleteButton.EnableRule and Add Rule. Select Custom Javascript Rule.

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On the right pane set “Default” to False, “FunctionName” to your Javascript function, “InvertResult” to False, and Library to your Javascript library.

b) Add another Enable Rule and call it Mscrm.CanDeletePrimary. Right click on this rule and add the rule with the type “RecordPrivilegeRule”.  On the right pane, set the “AppliesTo” to PrimaryEntity and “PrivilegeType” to Delete

c) Add the last Enable Rule and call it Mscrm.FormStateRule. Right click on this rule and add the type “FormStateRule”. On the right pane, set “InvertResult” to True and “State” to Create as we want to hide the delete button before we’re saving a record.

Now when you go back to the contact role entity if the "Professional Only" field is equal to Yes the delete button is hidden.

What A Party!

What A Party!

Great Turnout

It was amazing to see so many of our customers come out to the Purely CRM 2015 Holiday party this year.  We were honoured with the opportunity to see so many of our clients in a casual setting like we had.  We would like to thank each and every one of you who had the opportunity to come out and mingle with us.  Next year we will have to pick an even larger venue!

A Fabulous Year

We can not believe that another year has already past!  The time just flies when you spend the time doing what you love and have great, great customers.  We have been growing so fast that we have actually had to move offices twice this year because we have simply outgrown our old spaces.  Not only has our customer base grown, but our staff have grown enormously as well.  We all look forward to finishing up the year with a full head of steam and continuing to service our customers with what we love to do most: consult on customer relationship management software.

We Wish You All Happy Holidays!

The Purely CRM Team

Purely CRM's New Fabulous Office In Yaletown

Purely CRM's New Fabulous Office In Yaletown

We've moved

With an open floor plan concept and multiple breakout spaces, Purely CRM's new office is a fabulous place to work.  In addition to the functional aspects of the work space, the aesthetics of the exposed brick, the old growth lumber, and the spiral staircase in the entrance way add a level of interest to the space.

Twelve specialized CRM experts.  One office.

The Vancouver office is home to twelve specialized Dynamics CRM consultants.  These consultants are currently working on various Dynamics CRM projects in BC, Alberta, and North Carolina.  Each one focused specifically on customer relationship management projects with a focus on Microsoft Dynamics CRM.

Address has changed, but phone number is the same

+1 (778) 668-3969
Suite 200 - 1290 Homer Street
Vancouver, BC  V6B 2Y5
CANADA

Come by and visit.