Author Archives: Ramon Tebar
This article describes how to create a simple Dynamics 365 (CRM) web resource that would allow us to display images based on a dynamics URL. This URL would be stored in an entity attribute and the name of the attribute would passed as a parameter to the web resource.
Preparing the demo for EMEA Summit 2017, I needed to display some logos and organisations images (covers) in the Account entity.
Let me show you a picture and you will immediately get what I mean:
In our demo, we used the account entity to track the different NGOs / charities that would be part of the end solution. Each charity would have their own different logo and image cover that would be, later on, displayed in the PowerApp we also prepared.
Those images would be defined based on the following account attributes:
Solution: A simple web resource that would allow us to specify the attribute name with the URL as a parameter.
Below you can see the form definition, which got 2 web resources to host those previous images:
If we now look at the properties of each web resource, we would see they are using the same HTML web resource behind the scene, but the parameter we are passing is different. The parameter is actually the attribute name to feed the image:
And the other one:
If you want to see the code of that HTML web resource, have a look at my GitHub link.
Hope you find it useful 🙂
This year I’ll be presenting at the CRMUG Summit EMEA 2017 celebrated in Amsterdam. The idea started last year when I was speaking with my Microsoft AX MVP colleague Antonio @_Gilabert_ at the MVP Summit.
With Dynamics 365, CRM and AX are closer than ever, so we thought that it would be great to have a presentation together and share our experience and view with the community.
We would like to do a functional and practical session where we will show how both platforms can be integrated, in the new Dynamics 365 world, to deliver a real business scenario. Our challenge is to use the new Microsoft Flow and Common Data Service for the integration. At the moment, they are still very new and many capabilities are very limited.
Although we are still working in the demo, we are also preparing a PowerApp to improve the user experience and present how they can be useful alongside Dynamics 365 for Sales and Operations.
I would also like to say thank you to Hugo de Jesús, who is helping us a lot to prepare the presentation.
You can find more information about the schedule in this link.
We hope you enjoy the event, and of course, our session! 🙂
This year I have got the opportunity to be part of the CRMUG Summit EMEA Programming Committee. We are a group of volunteers who share some of our time and energy to help make CRMUG Summit EMEA an incredible experience for each attendee.
Some of the activities I have been helping out is with the presentations for the development track. Finding the right topics and great speakers is actually a good challenge.
For those who are attending, we hope you enjoy it!
See you soon in Amsterdam 🙂
You can find more information in the following link:
We noticed during the last days multiple CRM emails were not sent and they bounced back as undelivered.
This was a CRM Online 2016 implementation using the CRM Email router.
The SMTP error messages were like 550 5.XXX.YYY (e.g. 550 5.1.8; 550 5.0.350) from different providers (Gmail, Outlook, Yahoo, etc).
Using the following online tool mxtoolbox.com, we could quickly confirm the server was blacklisted.
As Microsoft recommendation (see the following article), we had to raise a support ticket to delist it (please see below new update).
Unfortunately, the other challenge was to recover the emails, as Microsoft CRM Online 2016 doesn’t report soft or hard bounces, and all emails are marked as Sent. Some interesting ideas came around this to resolve it, I’ll try to share it in a future post 🙂
***More updates (12/01/2017):
Bounces carried on happening and after more investigation, we noticed some of the new IP’s were not added into the SPF (Sender Policy Framework) records. See the following article for more information:
After updating the SPF records, bounces carried on coming. More IP’s needed to be delisted again, but this time the Microsoft engineer pointed us to a new online tool:
This online tool allows you to delist IP’s in 3 easy steps.
But the challenge didn’t come to an end. It looks like the number of sent emails may be too high… This is where you should check the following recommendations:
Creating scheduled workflows has always been a challenge in Dynamics
CRM 365. The community and ISVs have offered several original options, but there is not yet an official out-of-the-box option. This article brings another alternative to the table using Microsoft Flows.
A scheduled workflow is the one that runs at a certain arranged time and it may recur to run again after a period of time. If you want to understand more about this challenge and how our CRM community has resolved it so far, have a look at the following articles:
Microsoft Flow offers the option to create Recurrence jobs. This can be used to schedule and trigger actions in Dynamics 365, like retrieve, create or update records (see available actions). So, using this functionality you already have a good alternative to create your own scheduled workflows without development effort. You can see some examples in the following article as well as in these Dynamics 365 Flow templates.
The other alternative would be a mix solution where a recurrence Microsoft flow creates a custom Dynamics 365 “Scheduled Job” record and this triggers the corresponding Dynamics 365 workflow. The “Scheduled Job” entity would have attributes like “Process Name”, “Run as” (e.g. system user name), “Query scope” (e.g. FetchXML or view name), …, to specify what and how to run the workflow. This option would require additional development, either a plugin or a custom workflow activity to call on demand the given process, but it would also allow you to reuse the logic and capabilities you already have within Dynamics 365.
Hope you find this article useful. Looking forward to hearing your feedback.
The new Dynamics home page gives you an easy start point to join the user experience of our CRM and ERP users:
There we can find the different functional applications, from Sales to Operations:
Everything has got the same look & feel:
A key part of Dynamics 365 is the aim of joining different apps in a single ecosystem, there is where we find a seamless integration with AppSource:
We can also feel the “Mobile First, Cloud First” strategy on the mobile apps coming with Dynamics 365:
The integration with Outlook carries on improving, providing more contextual information on our emails:
The Intelligence is another fundamental part of Dynamics 365, which covers several areas:
The Relationship Insights is definitely one of the most AI interesting points, where we will be able to get a better view of our customers. For instance, Exchange emails from Office 365 would be joined with the Dynamics 365 emails and we would be able to understand how our relationships are doing:
We will be able to see who has opened our emails and interact with them in a simple view:
As part of the analytics improvements, we have also got the just announced Customer Insights, which brings the ability to create great single customer views:
Have you seen that message before on your Microsoft Dynamics CRM organisation?
You may have if you have tried to activate more than 10 business processes at the same time for the same entity.
This is a limitation by design which is well-known and described on the Microsoft technical documentation, have a look at the following article.
This limitation can be changed using the organisation property Organization.MaximumActiveBusinessProcessFlowsAllowedPerEntity. The easiest way to to change this attribute is using the following tool: Dynamics CRM Organization Settings Editor (OrgDBOrgSettings)
And now, you may be thinking: “why on earth would you do that??”
If your CRM deployment is heavily used, some core entities (e.g. Case, Opportunity) may be used intensively on different processes across an organisation.
Note: the current CRM version I’m using is: (126.96.36.1999) (DB 188.8.131.529)
Microsoft Dynamics CRM 2016 Update 1 brings Email Signatures as an out of the box functionality. They can be used on Users or Queues (based on Teams).
Create a new email and you will see a new icon on the email designer to insert signatures:
To create more signatures, go to Personal Settings or, as an admin, Administration => Templates section.
Administration => Templates:
Notice Email Signatures is a new entity and it is part of the security roles. So, for instance, if the Customer Service Team requires to use Email Signatures, they should have access to the Email Signature Entity. See below an example security role:
Note: My current on-line build version is : 184.108.40.2062 – DB 220.127.116.119
You can find more information in the following Microsoft CRM article:
Probably many customers and partners have already asked you this question: where is our data? You can give them more details and a quick picture using the next Microsoft site:
You can already try the new Voice of the Customer (VoC) functionality in Dynamics CRM Online (only Online for now). Initially it was only available in US deployments (https://orgname.crm.dynamics.com) but this week has been released in EMEA datacenters as well (https://orgname.crm4.dynamics.com).
VoC allows you to design and publish surveys using Dynamics CRM. You can then share these surveys with your customers and gather their feedback efficiently within CRM.
The current CRM version I’m looking at is 18.104.22.168:
And the solution package is 8.1.344.1:
You can find more documentation in the next link: