Category Archives: Uncategorized

First look at Microsoft Dynamics 365

It has been great to see the new changes coming with Dynamics 365 (Available November 1st) during Scott Guthrie presentation at First look at Microsoft Dynamics 365.

The new Dynamics home page gives you an easy start point to join the user experience of our CRM and ERP users:

homepagedynamics365app

There we can find the different functional applications, from Sales to Operations:

homepagedynamics365app_menu

Everything has got the same look & feel:

homepagedynamics365salesapp

homepagedynamics365operationsapp

homepagedynamics365financialsapp

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:

homepagedynamics365appsource

We can also feel the “Mobile First, Cloud First” strategy on the mobile apps coming with Dynamics 365:

homepagedynamics365_mobileapps

The integration with Outlook carries on improving, providing more contextual information on our emails:

homepagedynamics365outlookapp_documentlinks

homepagedynamics365outlookapp_dynamics365panel

The Intelligence is another fundamental part of Dynamics 365, which covers several areas:

dynamics365_ai

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:

dynamics365_ai_relationshipinsights

We will be able to see who has opened our emails and interact with them in a simple view:

dynamics365_ai_emailsview

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:

dynamics365_customerinsights

All these will be complemented by the additional services we already know: PowerApps + Microsoft Flow + Common Data Model

dynamics365_cdm

dynamics365_powerapp_powerflow

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How to get the most out of Convergence in Barcelona

The xRMVirtual session on Tuesday September 1 had to be cancelled last minute because of technical and audio difficulties and we couldn’t share our experience on previous events such as Convergence, CRMUG and eXtreme CRM.

However, you can still find some of the tricks I was about to share in the next link How to get the most out of Convergence in Barcelona and you can find the deck here:

Slides ‘How to get the most out of Convergence in Barcelona’

Role to JUST Import Data into Dynamics CRM

If you need to give the ability for a Dynamics CRM user to Import Data, you can just create a security role with access to the next entities:

  • Data Import
  • Data Map
  • Import Source File

Note: I have notice you will need, at least, Delete right – user level on the Data Import entity (it doesn’t make sense if you just want to allow the import, but this is what I found; it could be a bug). Otherwise the IMPORT DATA button won’t appear. See the same in the next screenshot:

RTB_BLOG_CRM IMPORT BUTTON

See below an screenshot with the configuration described above.

RTB_BLOG_CRM IMPORTA DATA ROLE CONFIGURATION

Comunidad CRM 2014 Expert Contributor

Comunidad CRM 2014 Expert Contributor_1During 2014 I have enjoyed helping the Spanish-speaking users group Comunidad CRM. It is a great community focused on Microsoft Dynamics CRM. They organise technical webcasts, training, forums, blogs and other activities like Twitter (@ComunidadCRM).

Comunidad CRM 2014 Expert Contributor_2These guys are always active and keen to help you with any CRM question you may have. It doesn’t matter if you are a dummy or you are an expert, you can always contribute, help and learn from it. If you are interested in Dynamics CRM and you speak Spanish (or you want to learn it 🙂 ), join @ComunidadCRM!

Just in December, I received a warming and rewarding email for my contribution and help to this community. This year 2015 I will definitely carry on helping them and sharing the new exciting changes coming with the latest version CRM 2015. Hope to see you around 😉

Microsoft publishes CRM SDK in NuGet (Visual Studio)

CRM SDK is now also available from the Visual Studio extension NuGet. This extension is a provider of third party packages where anyone can participate and publish their own ones. This makes very easy to add third party assembly references.

  • Install NuGet in Visual Studio from “Tools => Extensions and Updates”

  • Once NuGet is installed, create a Visual Studio Project (a library for example) and make right click on the Visual Studio project where the CRM SDK assemblies will be used. Select “Manage NuGet Packages…”

  • Choose the Online option on the left menu and search for “crmsdk“. A list with all the CRM SDK assemblies published by Microsoft will be presented. Choose the corresponding assembly based on its version.

In this case, I have installed the CRM 2013 assemblies:

  • Notice the new package and reference configuration linked to the project:
    • packages.config” file in the project where the NuGet packages have been installed

    • New folder with the assemblies in the root solution folder. You can find the assembly file within the package folder. In this case, the new CRM 2013 SDK package contains two assemblies, see below:

    • New library reference have been added automatically to the chosen project:

9th to 13th September, join the MVP community in London for a ‘real world’ look at the Microsoft Cloud OS

Image

Monday 9th September at the Microsoft Office, Victoria, London

Join leading MVPs for a two track one day event that tackles the delivery of Enterprise data platforms and analytics solutions.

Please register to attend either track 1 or track 2:

·         Track 1 will focus on building of an enterprise data platform exploiting both cloud and on-premises technologies. We will also talk about how to handle structured and unstructured data, along with integrating a range of Microsoft and non-Microsoft technologies to tackle architecture, process and governance issues.

Register to attend

·         Track 2 will focus on the creation of Business Intelligence and advanced analytics solutions that utilise both structured and un-structured data. We will demonstrate the use of data mining and predictive analytics technologies and also demonstrate how advanced visualisation technologies can be used by business users to deliver the insight and action required to drive real value from data.

Register to attend

Tuesday 10th September at the Microsoft Office, Victoria, London

Join leading MVPs for a one day event to assist management and virtualization experts to understand the advances in the modern datacentre.

 Each session will demonstrate how to:

·         Deliver best practices with Windows Server 2012 R2 and System Center 2012 R2

·         Lower costs through effective management of VMware and Hyper-V

·         Enable management of datacentres of any size!

·         Drive automation of complex applications with service templates

Register to attend

Wednesday 11th September at the Microsoft Office, Victoria, London

Join leading MVPs for a one day event focusing on technology that make up the Microsoft Integration Platform.  Allowing organisations to leverage a combination of cloud and on-premise applications through the hybrid integration pattern.

 Sessions will include:

·         Windows Azure Service Bus

·         Windows Azure BizTalk Services

·         Microsoft BizTalk Server 9both on-premise and cloud Virtual Machine

 Register to attend

Thursday 12th September at the Microsoft Office, London, Victoria

Join leading MVPs for a one day event to understand how to manage your client devices in a single tool while reducing costs and simplifying management. Best of all, you can leverage your existing tools and infrastructure.

Sessions will include:

·         Helping with data security and compliance

·         Unified device management

·         What powers people-centric IT with Cloud OS?

·         Real World customer examples

Register to attend

Friday 13th September at Microsoft Office, Victoria, London

The explosion in devices, connectivity, data and the Cloud is changing the way we develop and deliver software.  New infrastructure services permit existing server applications to be “lifted & shifted” into the Cloud.  Attend a one day event to hear from MVPs about how Microsoft’s data platform and development tools enable you to develop, test, and deploy applications faster than ever.

Sessions will include:

·         Infrastructure services,

·         Media services,

·         Service Bus  &

·         Mobile services

 Register to attend

[CRM 2011] Intermittent RetrieveMultiple error: Index was out of range. Must be non-negative and less than the size of the collection

Few weeks ago, I faced an interesting intermittent issue using the CRM Service, specifically with the RetrieveMultiple message. Basically, there was a WCF service wrapping the CRM Service and eventually we were getting the same issue you can find in this MSDN CRM forum post

 After some deep investigation, it turned up to be a thread safe issue related to the way IServiceConfiguration and IServiceManagement are shared internally in the CRM libraries. IServiceConfiguration is not safe thread. Another important point to be considered was the early-bound types, which are not guarantee to be thread safe. (See http://technet.microsoft.com/en-us/library/gg326004.aspx).


Finally, a simple solution for this issue was to change the connection configuration:

CrmConnection crmConnection = new CrmConnection("myCRMConnection");
crmConnection.ServiceConfigurationInstanceMode = ServiceConfigurationInstanceMode.PerInstance;
using (CRMContext serviceContext = new CRMContext(crmConnection))
{

}

ServiceConfigurationInstanceMode.PerInstance is the key

Related to this topic, I recommend reading the new section Best Practices for Developing with Microsoft Dynamics CRM 2011, which is part of SDK 5.0.12 and newer ones.

[CRM 2011 Webcast] Data, Metadata and Code Generation in CRM 2011

Dynamics CRM 2011 offers a new WCF service layer based on two endpoints: SOAP and REST. During the next webcast (Tuesday 12th April,19.00(GMT+01:00) Madrid, París), we will see how to use both of them, their supported operations and how to generate code from them easily for the line of business applications. Basically, these are the points to review:

  • Data: Early and Late bounds
  • Metadata
  • Code generation
    • Visual Studio Service Reference
    • CrmSvcUtil.exe
    • DataSvcUtil.exe
  • Extending CrmSvcUtil.exe

Event registration:

https://msevents.microsoft.com/CUI/WebCastEventDetails.aspx?EventID=1032484030&EventCategory=4&culture=es-ES&CountryCode=ES

Hello WordPress!

Welcome to WordPress.com. Microsoft is migrating Windows Live Spaces blog to WordPress.com, where my blog has been migrated quickly and successfully. I’m playing now around WordPress dashboads and it seems to be a very compelling framework. For other side, I’m looking forward to try all the plug-ins and add-ons provided by this solution. I’ll let you know more 🙂

[CRM 2011] CRM 2011 and Windows XP

Can you develop applications for CRM 2011 using Visual Studio 2010 and Windows XP? Yes, but you will have to cheat a little bit 🙂
CRM 2010 is base on Windows Indentity Framework (WIF), which is not supported by XP. One way around is to deploy the following assemblies into the GAC of the development machine:

* Microsoft.IdentityModel.dll
* Microsoft.IdentityModel.resources.dll
* Microsoft.IdentityModel.WindowsTokenService.dll
* Microsoft.IdentityModel.WindowsTokenService.resources.dll

Those assemblies are the core of WIF and the ones that are needed by CRM 2011 libraries. You can download them from here.