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Archive for the ‘Dynamics CRM 2015’ Category

Dynamics CRM – Recommended Theme Logo Size

October 17, 2016 Leave a comment

Themes with Dynamics CRM were introduced with CRM Online 2015 Update 1 and CRM 2016 (on-premises). Themes were a great addition to CRM and help ‘theme’ your system to suit your business.

Themes allow you to add a logo to the top of your Dynamics CRM system.  I recently did a blog post on how to add a theme to your CRM system, you can see the details at the below link:

https://yellowduckguy.wordpress.com/2015/03/23/microsoft-dynamics-crm-2015-you-can-now-add-a-theme-to-your-crm/

Addition to this blog post, the Microsoft recommended Logo size when adding the image as a Web Resource is:

400x50px (Width x Height)

I also personally recommend using a .PNG file format as the image type.

For more details about the other settings on the Theme page within CRM, head over to the link below:

https://msdn.microsoft.com/en-us/library/dn932133.aspx 

Greg Olsen
YellowDuckGuy

Dynamics CRM – The end of CRM, the beginning of Dynamics 365

October 11, 2016 Leave a comment

The time has come for CRM to be rebranded for the very first time to make way for the launch of Dynamics 365.

Therefore, lets take a look back on the history of CRM:

CRM v1.2 Image

 

  • Microsoft CRM 1.0, released Jan 2003
  • Microsoft CRM 1.2, released Dec 8 2003
  • Microsoft CRM 3.0, released Dec 5 2005
  • Microsoft CRM 4.0, released Dec 2007
  • Microsoft CRM 2011, released Feb 2011
  • Microsoft CRM 2013 Online, released Oct 2013
  • Microsoft CRM 2013, released Nov 2013
  • Microsoft CRM 2015, released Nov 30 2014
  • Microsoft CRM 2016, released Nov 30 2015
  • And then … Dynamics 365, launched 11th Oct 2016

Greg Olsen
YellowDuckGuy

Dynamics CRM – Billing FAQ for CRM Online

You may have questions that are related to billing when working with CRM Online, if so, keep reading. 

Microsoft has an online page on the CRM Help & Training site where there a quite a few of these common questions are answered, like “How do I extend my CRM Online Trial” or “How to I apply for not for profit / non-profit pricing”.

FAQs answered on the page URL below are:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/billing-faqs-for-crm-online.aspx

  • How do I find the correct CRM Online billing and subscription support team?
  • What billing activities do I need to contact CRM Online Billing Support to manage?
  • When I renew my subscription, can I change my payment method?
  • How do I purchase CRM Online through Volume Licensing?
  • How do I extend my CRM Online trial?
  • How do I migrate from CRM Online to the on-premises version of CRM?
  • How do I cancel my CRM Online subscription?
  • How do I reactivate my expired CRM Online account?
  • How do I apply for a credit due to a CRM Online service outage?
  • How do I apply for non-profit pricing?
  • How to change the Bill to country/region
  • I’m a CRM Online customer and I have learned there is a minimum of 5 Professional users that I need to purchase. What if I only require 3 Professional users?

Quite commonly the question of “How do I extend my CRM Online Trial” is asked. Hopefully this helps solve this and other questions you may have with CRM Online.

Greg Olsen
YellowDuckGuy

Dynamics CRM – Important Changes Coming in Future Releases of Microsoft Dynamics CRM

Microsoft continues to evolve their software using the latest technologies, however this means some older features or technology components are deprecated or discontinued to help keep the software current. What does this mean? Well here is the Microsoft summary:

Deprecation means that we intend to remove the feature or capability in a future "major" release of CRM. The feature or capability will continue to work and is fully supported until it is officially removed. This deprecation notification can span a few years. After removal, the feature or capability will no longer work. We are notifying you now so that you have sufficient time to plan and update your code before the feature or capability is removed

 

Below are some important changes coming in future releases of Microsoft Dynamics CRM, which include deprecation:

  • CRM 2011 Endpoint i.e. Web Services API
  • Knowledge Management Entities
  • Removal of Legacy Form Rendering Option
  • Updates to the SDK Assemblies

Information in detail about the above areas can be found here: https://msdn.microsoft.com/library/dn281891.aspx

Other areas include:

  • Removal of Support for Some Android Versions
  • Microsoft Dynamics CRM List Component is Deprecated

Information in detail about the above 2 areas can be found here: https://technet.microsoft.com/library/dn265924(crm.8).aspx

Make sure you read these two articles and take into consideration the changes coming to aid forward planning and any execution of upgrades or re-implementations of CRM.

Greg Olsen
YellowDuckGuy

Microsoft Dynamics CRM – Free eBooks for Download

Great collection of eBooks available for download below.  These are all courtesy of the Microsoft Blog site found here: https://blogs.msdn.microsoft.com/mssmallbiz/2016/07/10/free-thats-right-im-giving-away-millions-of-free-microsoft-ebooks-again-including-windows-10-office-365-office-2016-power-bi-azure-windows-8-1-office-2013-sharepoint-2016-sha/ 

 

Administration Guide for Dynamics CRM 2016

DOWNLOAD

Deploying and Administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2016

DOWNLOAD

Reporting Guide for Microsoft Dynamics CRM

DOWNLOAD

Microsoft Dynamics CRM Online and Office 365 Integration Guide

 

DOWNLOAD

Microsoft Dynamics CRM Online SMB FAQ

DOWNLOAD

Setup Guide: Server-side synchronization for CRM Online and Exchange Server

DOWNLOAD

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM 2016 Performance and Scalability

DOWNLOAD

Scalable Customization Design in Microsoft Dynamics CRM

DOWNLOAD

Dynamics CRM 2015 User Guide

DOWNLOAD

 

Extra eBook Collection Pack. Zip file contents displayed below.

Dynamics CRM eBook & Quick Card Collection                DOWNLOAD

CRM eBooks

 

Enjoy the eBooks!

Greg Olsen
YellowDuckGuy

Microsoft Dynamics CRM – Updates and Hotfixes for CRM 3.0 – 2016

Today I commented on a community post on Facebook which asked:

Hello, Hope somebody could help me in finding the various UR files for MS CRM 2011 from UR6 …. up to last one in order to migrate to CRM 2016.

Therefore this got me thinking that I should add a blog post with links to all the CRM Update and Hotfixes for versions 3.0 – 2016.

So here they are listed below.

CRM 3.0

https://support.microsoft.com/en-us/kb/908951

CRM 4.0

https://support.microsoft.com/en-us/kb/949256

CRM 2011

https://support.microsoft.com/en-us/kb/2555051

CRM 2013

https://support.microsoft.com/en-us/kb/2917899

CRM 2015

https://support.microsoft.com/en-us/kb/3018363

CRM 2016

https://support.microsoft.com/en-us/kb/3142345

Hope that helps?

Greg Olsen
YellowDuckGuy