Time flies and suddenly 2018 will be there, when the next Summit EMEA will take place in Dublin from 24th to the 26th of April.
During the Summit EMEA, multiple users groups will participate in the conference and offer several events including presentations, essential peer-to-peer knowledge exchanges, product insight forums, and networking opportunities.
My main focus will be on the D365UG|CRMUG user group . This week we have had our first committee meeting to discuss the agenda structure and how the sessions are going to be organised, very exciting… 🙂
If you would like to be a speaker, watch this space because there will be a call for papers very soon.
I’ll keep on posting any news.
Few years ago, I started a project in Codeplex called “Dynamics CRM Custom Emails“, which allows you to send emails from a Microsoft Dynamics 365 / CRM process (e.g. workflow, action) based on an Email Template. Additionally, these emails can contain dynamic values for any entity (out-of-the-box or custom) and any type of attribute (e.g. lookup, option set, currency, etc).
Apart from just migrating the project from one place to the other, I have also updated it to the latest Dynamics 365 version.
There are some open issues in Codeplex that I would like to review, so I will try to do it before Codeplex closes and reflect them in the new Github project. I would like to thank you those guys who have collaborated and provide their feedback.
For those who has never seen this project, I would like to show you a quick example with some screenshots.
Let’s say we had the following Email Template:
We could then produce an email like this:
These would be done by a Dynamics workflow like this one:
This workflow will use the custom workflow activity provided by this solution. You can then specify the corresponding context parameters:
You will find more documentation in the Github project site:
This month my Microsoft MVP award has been renewed! So, definitely, a very positive month 🙂
During more than 6 years, I have enjoyed participating and collaborating with different community initiatives around Dynamics CRM and Microsoft technologies.
With Dynamics 365, there are plenty of things to do this year, so let’s carry on enjoying!
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 🙂
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:
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: (22.214.171.1249) (DB 126.96.36.1999)
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 188.8.131.52:
And the solution package is 8.1.344.1:
You can find more documentation in the next link:
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:
See below an screenshot with the configuration described above.
Have you seen the latest CRM Developer Center? It is a great place for developers getting started with Dynamics CRM. The search has been customised and improved to find content only related to CRM, see below an example.
Also there are many resources for those interested on Mobile development, have a look at Mobile SDK.
Notice how “entity” brings results only relevant about Dynamics CRM (e.g. rather than Entity Framework)
My Edge favourite feature so far is “Make a Web Note“. It allows you to write notes on the current page you are browsing, highlight things and add typed notes to describe steps.
I find this browser utility very useful for Dynamics CRM users who needs to share tricks or help other colleagues. See below an example.
A colleague doesn’t know how to find Leads, so we are going to get him an screenshot highlighting where to go within Dynamics CRM:
On the right top corner, select “Make a Web Note” icon:
A new noting bar will open with the utilities at the left corner. See how the Lead tile has been highlighted:
Then you can Share the same using different options, either taking an screenshot or sending it to other apps, like OneNote: