CRM 2015 – Advanced Find in Global Navigation Bar – It’s Here!

September 25, 2014 Leave a comment

Wooohooo yipppie! Can you tell I’m excited about this?  I wrote a blog post while back in June/July of 2014 titled ‘Microsoft Dynamics CRM – Advanced Find in Global Nav –Wouldn’t that be nice?’. Also another blog post here. At the same time I put a request into Microsoft Connect asking for the Advanced Find to be promoted to the Global Navigation bar in Microsoft Dynamics CRM. It got quite a few votes, which I thank all those who did vote for it.

One of my colleagues at Magnetism Solutions, Paul Nieuwelaar, decided that he liked this idea and would build a add-on for CRM to do this while we waited on the outcome of my Microsoft Connect request. You can read Paul’s blog post here as well as taking a look at the source code on CodePlex for the add-on here

Well, Microsoft has listened. Advanced Find will be available with the Global Navigation bar in CRM 2015 when it drops with the Fall Release. This is great news. It is also evidence that Microsoft does listen to your requests, so it’s always important to pass on your feedback and feature requests to Microsoft.

 

Advanced Find in Global Navigation bar

 

Notice the new icon …

AdvancedFind

Once clicked you will see the Advanced Find window appear.

AdvancedFindOpened

That’s better right?

Greg Olsen
YellowDuckGuy

CRM 2015 – Social Listening Coming to On-Premises CRM 2015 Installs

September 24, 2014 Leave a comment

Currently Social Listening is available for CRM Online instances only, but with the launch of CRM 2015 with the ‘Fall Release’, you will be able to hook up your online Social Listening instance as an integration option with all CRM 2015 On-Premises installations/instances.

 

Where to start

 

To find the new Social Listening configuration option, then Navigate to Settings > Administration

SocialListening

 

This configuration will allow you to embed Social Insights (as mentioned in the config option) from Social Listening into CRM 2015.  Social Insights can be added to Dashboards, User Dashboards and Forms.

 

Privacy Disclaimer

 

Once you have clicked the configuration option, you will be presented with the following disclaimer to accept.

MSL Disclaimer

 

Configuration Process

 

Next step of the process is to connect your CRM instance to Microsoft Social Listening instance. The admin screen below will show you your CRM instance URL.

Follow steps in point 1. Configure Social Listening of this screen.

config1a

Once you have logged into Microsoft Social Listening instance and obtained the Social Listening Solution URL, then paste this into 2. Connect this CRM instance text box and click on Test URL.

Once tested, click Save Settings button to complete the configuration.

Greg Olsen
YellowDuckGuy

OneDrive – Support now for 10GB Files

September 22, 2014 Leave a comment

OneDrive (was previously known as SkyDrive) has had it’s support for files i.e. size of a file you can upload, bumped up to 10GB now. So if you have a have a OneDrive account you can now take advantage of this support.

Recently we also saw OneDrive increase it’s free offering to 15 GB.

 

10GB Files

Greg Olsen
YellowDuckGuy

Categories: Office 365, OneDrive

CRM 2015 – Get ready for the next release

September 19, 2014 Leave a comment

Microsoft has release a page in the Dynamics CRM Customer Center which is worth a read. This blog post is basically an “awareness” post.

So head over to the link below to get a brief overview of the next release of Microsoft Dynamics CRM – CRM 2015.

http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

Get Ready for the Next Release

 

Greg Olsen
YellowDuckGuy

CRM 2015 – Release Preview Guide

September 17, 2014 Leave a comment

Its coming … and named CRM 2015.  The next major release of Microsoft Dynamics CRM will be known as CRM 2015. Here is the naming breakdown for both On-Premises and Online:

  • On-Premises – Microsoft Dynamics CRM 2015 – (aka v7.0)
  • Online – Microsoft Dynamics CRM Online (2015 Update) Note: Customer Driven Update. This means you will need to turn it on inside your CRM 2013 instance.

With this major release comes a new Release Preview Guide (September 2014), which is available to download. You can get your copy from here.  I have put a copy for future reference here. I encourage you to take a read of its content and become familiar with some of the new features and improvements coming with this release.

CRM 2015 - Release Preview Guide

Greg Olsen
YellowDuckGuy

Office 365 – Clean up your AD with IdFix before Migrating

September 16, 2014 Leave a comment

There is a handy tool from Microsoft called IdFix, which helps you clean up your On-Premises Active Directory (AD) before you synchronise or migrate it to Office 365 i.e. into the cloud. IdFix will cleverly identify errors such as duplicates and formatting problems in your On-Premises Active Directory before you begin the migration to Office 365. I recommend you run this as a prerequisite step before you start your migration to Office 365.

You can download the tool directly from Microsoft: IdFix DirSync Error Remediation Tool.  I have put a copy of this for future purposes here.

 

The Guide

 

Before I get any further, I would like to mention that you also get a guide with the tool download. It is called the IdFix – Directory Error Remediation Guide. You can download version 1.07 of the guide directly from here. Therefore I won’t mention the software and hardware requirements of the tool, I recommend you read the guide for this information. The tool is aimed at IT Administrators.

SupportDocTitle

 

Using IdFix

 

Once you launch the tool (I am currently using version 1.07), IdFix will search your On-Premises Active Directory for any objects which do not conform to Office 365. 

IdFixTool

After IdFix completes the query, you will get an object count in the status bar at the bottom, as shown below.

IdFixTool2

Like my example, if there are no errors in your directory (cool, I’m good to go), you can go ahead and synchronise your On-Premises Active Directory with Office 365. If there are errors in your directory, it is recommended that you go through each one and fix them before you synchronise to Office 365. You can fix them directory into your On-Premises Active Directory first and then do another query in IdFix to see your issue has gone.  It’s not mandatory to fix the errors before migrating to Office 365, but I would recommend you do. This allows for your Office 365 tenant to be a clean one from day 1.  If you are to fix an error, you will need to agree with the suggested change in the UPDATE column (check this to see what the issue is first), and then in the ACTION column select what you want IdFix to do to implement the change and then click Apply. Note: Once you hit Apply, IdFix will update your Active Directory immediately. So make sure you are aware of what changes are going to take place. 

The IdFix – Directory Error Remediation Guide has the following ACTION options documented. These are available from the ACTION drop down list:

·COMPLETE – The original value is acceptable and should not be changed despite being identified as being in an error state. For example, two users may have a proxy Address identified as duplicate. Only one can use the value for mail delivery. The user with the correct value should be marked as COMPLETE, while the other user is marked as REMOVE.

·REMOVE – The attribute value will be cleared from the source object. In the case of a multi-valued attribute; e.g. proxy Addresses, only the individual value shown will be cleared.

·EDIT – The information in the UPDATE column will be used to modify the attribute value for the selected object. In many cases, a valid update value has been predetermined. In these cases, you can mark the ACTION as EDIT and go on to the next error. If the predetermined update value is not desired, you can manually input the new value.

·UNDO – This value is only shown if the user has loaded a previously saved Update file. The sole operation that can be executed is to restore the original value.

·FAIL – This value is only shown if an update value has an unknown conflict with the directory rules. In this case, you may attempt to edit the value again. It may be necessary to analyse the values in the object using ADSIEDIT.

Note: on empty ACTION – Only errors with a customer selected Action will be considered for update. To reiterate; unless a specific choice is made IdFix will not perform any operation on the error.

If you would like to know more about the tool IdFix, I suggest you read the guide first before running the tool. The guide has everything you need to know. You should find the tool straight-forward to use.

If you have any comments or feedback on the tool IdFix, I would be keen to hear them. Simply add a comment below.

Greg Olsen
YellowDuckGuy

Microsoft Social Listening – Helpful Videos

This blog post I will provide a list of some helpful videos relating to Microsoft Social Listening, which has just been released by Microsoft recently.

The list below outlines the different areas relating to Microsoft Social Listening with their corresponding links to the video. 

Microsoft Social Listening Spring ’14 Understanding Sentiment http://youtu.be/V4X6sPS8-xU
Microsoft Social Listening Spring ’14 Tuning search topics http://youtu.be/khEnYDL8lB0
Microsoft Social Listening Spring ’14 Setting Up Search Topic http://youtu.be/I-b4M_DJZb8

Microsoft Social Listening Spring ’14 Sales Scenarios

http://youtu.be/UqpGVssJB94
Microsoft Social Listening Spring ’14 Overview http://youtu.be/04E7KmuTneo
Microsoft Social Listening Spring ’14 Marketing Scenarios http://youtu.be/8LjUTtesyXs
Microsoft Social Listening Spring ’14 Customer Care Scenarios http://youtu.be/n4MpaNkNbGU
Microsoft Social Listening Spring ’14 Trial Overview http://youtu.be/E-1XRQPKWik
Microsoft Social Listening Spring ’14 Trial Walkthrough http://youtu.be/oCyGVvLnAWQ

Enjoy!

 

Greg Olsen
YellowDuckGuy

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