Archive

Archive for the ‘Dynamics CRM’ Category

Dynamics 365 – Dynamics 365 Admin Role is here!

Yes, we finally have a Dynamics 365 Service Administrator role within Office 365 to administer Dynamics 365 instances, rather than using the current Global Administrator role. This is a great forward step by Microsoft for D365 System Administrators and will keep Global Administrators very happy!

The full TechNet article about this new role can be found here: https://technet.microsoft.com/library/mt793847.aspx

D365AdminRole

Enjoy!
Greg Olsen
YellowDuckGuy

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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 365 – Get a first look at Microsoft Dynamics 365

October 11, 2016 Leave a comment

Join Microsoft online on Tuesday, October 11, 2016 at 11:30 AM Pacific Time (UTC-7) and be among the first to see the next generation of business applications—helping your organization to grow, adapt, and evolve.

https://www.microsoft.com/en-us/dynamics/dynamics-365-first-look

On Tuesday, October 11 you will see Microsoft EVP Scott Guthrie share the Microsoft strategy for digital transformation as he unveils Dynamics 365, the next generation of intelligent business applications. You’ll get an in-depth look at:

  • How Dynamics 365 applications unify CRM and ERP capabilities into purpose-built applications that work seamlessly together
  • How to better engage customers, empower employees, optimize operations, and reinvent products and business models
  • How organizations are meeting the changing needs of customers and capturing new business opportunities

Don’t miss this session!

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