Custom Auto numbering in Dynamics 365 and how to ensure accurate sequencing in the auto number generated

Though Dynamics 365 has OOB feature to enable auto numbering for the system entities (like Case, Opportunity, Lead, Contract etc), most of the times custom auto numbering solution might be required considering the below scenarios:   Auto number generated by Dynamics 365 doesn’t meet the business expectation [ eg: having alpha numeric values in the…

How to monitor application performance in Dynamics 365 Online

If you use On-premise version of Dynamics 365, monitoring performance of the local server is quite easy as the internal IT team has complete access to the application and DB servers. When it comes to Dynamics 365 online, users will not have option to login to the server and monitor the performance.   However, Microsoft…

Upgrading from Dynamics CRM 2016 On-Premise to Dynamics 365 Online

As there are customers migrating from on prem to online version of Dynamics 365, its important to understand the various steps involved in migrating from Dynamics CRM 2016 On Prem to Dynamics 365 Online.   1.    Version compatibility Check Any solution exported from a newer version of Microsoft Dynamics 365 cannot be imported into an…

How to create a case closure feedback survey in dynamics 365?

Its much important to get the customer feedback after important interactions with customers and especially when a case is resolved. This post gives you an idea about how a case feedback can be created in dynamics 365 and how can it be automated to send on closure of case.   Pre-requisites: Dynamics 365 CE Online…

Clone Solution vs Clone Patch in Dynamics 365 – Release management capabilities in Dynamics 365

Moving the developed solutions from dev environment to other environments is as critical (or more critical) as developing solutions without defects. Often dev team focuses more on building solutions in the dev without bugs and tend to make mistakes in the deployment (mostly depends on the pressure during the deployment, time available for pre-deployment activities…

Customer Self Service Portal – OOB Features

In the previous post How to enable Portals in Dynamics 365 we have seen how to setup a portal and have setup the sample customer self service portal. Let’s have a look at the default features of Customer Self Service Portal. Feature #1 - Customer Registration and Customer authentication Customers can register in the portal…

How to enable Portals in Dynamics 365

Portals are cloud based applications which can be linked to Dynamics 365 for enabling Self service web sites for customers, pages for Partners, pages for internal users etc. Let’s get started with  setting up sample Portal.   Portals are by default disabled in a new organization [ online] and can be enabled by the Administrator.…

Dynamics 365 v 9.0 On Premise is released – Important changes in the Pre-requisites

Microsoft has released v9.0 of Dynamics 365 (CRM) and is available for download. Below is the link to download: https://www.microsoft.com/en-us/download/details.aspx?id=57478&amp Please note that there are major changes in the Software requirements for installing/upgrading Dynamics 365 v9.0 from Dynamics 365 v8.2 If you try to upgrade to Dynamics 364 v9.0 from windows Server 2012 R2 OS…

Best Practice Analyzer – Unified Service Desk 3.3

With the release of Unified Service Desk 3.3 client, analyzing the best practices within unified service desk is much easier as its included within the client installer as a  pre-builtin feature. Below are the steps to execute to check the USD best practices in your CRM organization. PS: For USD client version below 3.3, you…

Unified Service Desk 3.3.0 is Released

Latest version of Unified Service Desk - Unified Service Desk 3.3.0 is released and available to download. Unified Service Desk 3.3.0 is packed with many improvements and features such as: Host Unified Interface Apps in Unified Service Desk Analyze best practices in Unified Service Desk (Tool) Custom Styles field in Toolbar Capture Performance Data Host…

Documents link is missing in Dynamics 365 9.0 version – Standard Form

While doing a test run of SharePoint -  Dynamic 365 9.0 version [Server Side Integration], we just noticed that the "Documents" link in missing in the Standard Form for Accounts but is available in the Interactive Experience Form.   Accounts - Standard Form> Accounts - Interactive Experience Form (Available in Customer Service Hub only)>  …

USD & Dynamics 365 – Cafex Live Assist – Chat Application Review

We had a new requirement to enable basic chat feature in one of the CRM implementations and we were considering few solutions for this. 'Cafex - Live Assist' is one of the chat solutions you may consider if you are in search of an independent chat solution [not part of CTI integration] to work in…

USD: How to show popup notifications in USD

As part of our new dynamics 365 project - which is for building the service module for contact center, we have several use cases to show popup notifications in USD.   Few use cases would be: Alert the agent when the customer record opens in USD - in case if there is an immediate action…

Customer 360 View in Microsoft CRM – What does it really mean and how to achieve?

For any CRM implementation, Customer 360 view is an inevitable component client would ask for or expect to include even if not mentioned explicitly. Though the client requirement is often a one liner "Need Customer 360 View in place", most of the times CRM analyst has to do lot of Q&A sessions to conclude what…

Editable Grid available in CRM On Premise- Dynamics 365 Update 2.1 Feature

"Editable Grid" is  a significant feature and surprisingly it has been delayed to introduce in Microsoft CRM. Though it has been released in the online version way before, Microsoft has just introduced it in the On Premise version - Dynamics 365 Update 2.1 (On Premise).   By Default "Editable Grid" would be disabled and it…

Dynamics 365 Update 2.1 (CRM On Premise Upgrade) Available Now

Microsoft has published the latest update for CRM - Dynamics 365 Update 2.1 and is available to download. To Learn more about the Dynamics 365 2.1 features and fixes: To Download Dynamics 365 2.1:    If you need any assistance upgrading your current implementation, please contact us. We would be happy to help you assisting…

Actions to improve performance in Microsoft CRM On Premise – 24 Checks

Performance is always a great concern for any CRM implementation and there are few key things need to consider when analyzing performance improvement. I thought it would be helpful if I summarize the basic key checks to be done to improve the performance in Microsoft CRM On premise deployment. 1. Check - Principal Object Access…

Dynamics 365 On premise update is now available with exciting new features

Microsoft has announced the Microsoft Dynamics 365 Dec 2016 Update (CRM) with the exciting new features and bug fixes   Key features: Editable Grid Concurrently running Business Processes Interactive Service Hub enhancements Email engagement Mobile App enhancements Dynamics 365 App for outlook enhancements   Link to download the update: https://www.microsoft.com/en-us/download/details.aspx?id=54515 Link to the KB article…