Viewing entries tagged
msdynamics

What Will Replace Voice of the Customer?!

What Will Replace Voice of the Customer?!

Hmmm.. What will Microsoft do now that voice of the customer has been deprecated?!

Have no fear because Forms Pro is here! Forms Pro is now available to capture your customer feedback by using surveys. If you are worried about if you can still use the old voice of the customer, you have till July 1, 2020 to create and distribute new surveys and collect responses from live surveys.

As expected, with the release of Forms Pro that Microsoft have announced that Voice of the Customer is being deprecated.
— Microsoft Dynamics Community

Here is a link showing you the ins and outs of Forms Pro: https://formspro.microsoft.com/en-ca/

Happy Tuesday

Ron DeGiusti

Purely CRM

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:

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No License Cost On Instances - Now Based On Database Capacity

No License Cost On Instances - Now Based On Database Capacity

Microsoft released new licensing guides in April 2019 for Dynamics 365 CE and also for PowerApps and Flow. Although the Team Members license can appear confusing, Jukka Niiranen has done a great job with this graphic he placed in a January blog post he ran:

Another significant item to note is how instances work with licensing:

One significant and very welcome change that is introduced as a part of this new model is that there will no longer be any license cost tied to the number of instances you have in the cloud. Previously you had to buy add-on licenses for acquiring production and non-production (sandbox) instances for developing, testing, training and in general managing your complex Dynamics 365 online environment. Once the new subscription terms kick in, you’ll have the ability to create as many instances as you like, provided that you have sufficient database capacity available. A major driver behind this change is surely the PowerApps side, in which the licensing terms already granted any user with PowerApps P2 license to create 2 CDS environments for their applications.
— https://survivingcrm.com/2019/04/the-real-common-data-service-emerges/

That sounds like fantastic news to me.

Ron De Giusti
Purely CRM Consulting Inc.

Purely CRM Christmas Party 2018

Purely CRM Christmas Party 2018

It’s been an exciting year for us at Purely CRM and we are excited to see how our company will grow in the next year. Thank you to everyone who came to our Christmas party last night, it was a great turnout and we look forward to continue working with everyone for many years to come!

Purely CRM at Collaborate Canada 2018

Purely CRM at Collaborate Canada 2018

It was a great turnout this year at Collaborate Canada 2018. It was good to see so many customers and Dynamics 365 partners working together on solutions for today’s business challenges. It was especially inspiring to see how Dynamics 365 is closing all of the gaps with new features and functionality, and tying it all together through one cloud platform. We look forward to seeing you all again next year.

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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

Purely CRM Employee Christmas Lunch

Purely CRM Employee Christmas Lunch

A time for family

At Christmas time, we all tend to think of family.  Well, the Purely CRM team is no exception.  We brought our family together yesterday to have our annual employee Christmas lunch.

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Lunch was amazing

Lunch this year was at Nightingale in Vancouver.  If you are a foodie and looking for amazing food in this city, you can do no wrong by going to Nightingale.

 

The family continues to grow

Purely CRM continues to grow as a family and we continue to do more and more Microsoft Dynamics 365 CRM projects.  Our wishes, as always, are to deliver exceptional implementations of Microsoft Dynamics 365 CRM and to continue to grow a healthy and happy family.

Happy Holidays!
Purely CRM

The season of giving

The season of giving

It’s the season of giving and it’s important that we take every opportunity to appreciate how fortunate we are, and that we ensure that we give back to the community just as much as we receive. This year we will be donating to the Greater Vancouver Food Bank along with gifts to keep those in need warm through the winter. We wish everyone happy holidays and a happy new year.

Dynamics 365 for Outlook is blank: Solution

Dynamics 365 for Outlook is blank: Solution

A client recently reported that they can’t find any information under Dynamics 365 for Outlook. This issue only happened for them recently. Trying to uninstall and re-install Outlook for them, disconnecting and re-connecting to the Organization, and a lot other troubleshooting strategies that you can find online did not fix this issue.

We ended up opening a ticket with Microsoft Support. The fix is as listed: 

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1. Go to Start on your Computer
2. Type regedit

3. Go to HKEY_CURRENT_USER > Software>Microsoft>Office>16.0>Outlook>Security

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4. Under Security right click and then New>DWORD (32-bit) Value

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5. Name the folder EnableRoamingFolderHomepages
6. Right click on the folder and Modify
7. Change the Hexadecimal Value data to 2

Now, restart Outlook and wait for a minute. Then click on Dynamics 365 or CRM for Outlook tab on the left bottom corner and you will see all the information that is synced through your CRM.

Purely CRM's 3rd Birthday

Purely CRM's 3rd Birthday

We're celebrating Purely CRM's 3rd birthday today, and we're so grateful for all the support that we've received up to today. We can't wait to see how much more we'll grow as a company in the upcoming year. Thank you everyone!