Category Archives: Microsoft Dynamics CRM

Upgrade Adxstudio from 6.0.00xx to 7.0.0023

Introduction

Adxstudio Portals 7.0 introduces a new way to manage Adxstudio components and data in CRM. Instead of importing CRM solutions manually, as in previous versions, simply import the AdxstudioInstaller solution, then launch the solution configuration page.

Going forward this will make solution upgrades a lot easier but before I got there I had a challenge with removing the old Adxstudio Portals Complete v6.0.00xx solution. Below is the steps I followed with getting Adxstudio upgraded from v6.0.xx to v7.0.00xx.

Steps

  • Install AdxstudioPortals7.0.0021 on your Dynamics CRM server
  • Manually install all Adxstudio CRM solutions located on your server
  • Remove Adxstudio Portals Complete v6.0.00xx Solution
  • Install AdxstudioPortals7.0.0023 on your Dynamics CRM server
  • Import AdxstudioInstaller solution into your CRM organisation
  • Update Solutions to new version using Adxstudio installer
  • Update you portal DLL’s
  • Uninstall all the Adxstudio solutions that you dont use in your portal.

Sources

https://community.adxstudio.com/products/adxstudio-portals/releases/adxstudio-portals-7/upgrade-instructions/

https://community.adxstudio.com/forums/adxstudio-portals/64ebbc9d-d22b-e611-9403-000d3a10c9a8#7389b399-d5ad-e611-9406-0003ff50a66c

Microsoft Dynamics CRM Online patterns & principles for solution builders

CRM Online

In the world of Microsoft Dynamics CRM, the shift to the cloud is well underway. Microsoft Dynamics CRM Online is growing by leaps and bounds, including sales to massive customers with huge user counts. If you’re a partner in the Microsoft Dynamics CRM channel, it’s important that you understand what this means for the solutions you build for customers who want Microsoft Dynamics CRM Online.

You may believe that the difference between building a solution for an on-premises and an online deployment consists of a few technical details, like the requirement to use FetchXML for reports in online deployments, or the requirement to sandbox plugins. But in reality, the differences are much deeper than that. To truly build a high-quality solution for Microsoft Dynamics CRM Online, you need to do more than simply build the on-premises way and then check a few extra boxes.

The Microsoft Dynamics CRM Online patterns & principles for solution builders whitepaper describes the new mindset required to successfully design solutions for online deployment. Check it out at the following location!

Download: Patterns and Principles for CRM Online Solution Builders.pdf

Source: Microsoft Dynamics CRM Online patterns & principles for solution builders

Licensing for Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online offers five levels of USLs. To provide you with the flexibility to license the solution based on how your users use Microsoft Dynamics CRM Online functionality.

Enterprise

For your marketing and customer service departments, Microsoft Dynamics CRM Online Enterprise provides licensed users with access to all of the capabilities of Microsoft Dynamics CRM Online Professional plus the CRM Online – Field Service Add-on, Microsoft Dynamics Marketing Enterprise, Microsoft Social Engagement Enterprise, and Parature Enterprise functionality.

Professional

Microsoft Dynamics CRM Online Professional is the recommended choice for your sales teams. It provides licensed users with access to sales, service, and marketing capabilities for a significantly lower price than comparable offerings from other vendors1. Each CRM Online Professional USL includes rights to Microsoft Social Engagement Professional, Microsoft Dynamics Marketing Sales Collaboration, Unified Service Desk, survey results, and Parature Knowledge Management.

Subscriptions licensed through Microsoft Online Services Program (MOSP), Open Program, and Cloud Solution Provider (CSP) Program require a 10-seat minimum purchase of Microsoft Dynamics CRM Online Professional to qualify for Microsoft Social Engagement functionality. There is no minimum purchase of Microsoft Dynamics CRM Online Professional required for Enterprise Agreement customers to qualify for Microsoft Social Engagement functionality. There is a minimum requirement of 5 CRM Online Professional USLs per tenant to qualify for full mobile offline sync functionality .

Users of the Microsoft Dynamics CRM Online Professional and Enterprise USLs may read AX application data, but are not licensed to copy such data to Microsoft Dynamics CRM Online, nor access the Microsoft Dynamics AX interface.

Microsoft Dynamics CRM Online Professional Add-On to Office 365 provides the same set of capabilities and services as Microsoft Dynamics CRM Online Professional, at a discounted price for customers with qualifying Office 365 licenses. Microsoft Dynamics CRM Online Professional Add-On to Office 365 licenses may only be assigned to users to whom a Microsoft Office 365 Plan E3, E4, E5, Business Premium, or Enterprise Cloud Suite license (either full USL or Add-On USL) has also been assigned. Qualifying Office 365 licenses may be purchased and assigned at the same time or prior to the purchase of Microsoft Dynamics CRM Online Add-On to Office 365 and must be assigned to the same users.

Basic

Microsoft Dynamics CRM Online Basic is designed for entry level CRM users who need access to basic CRM functionality such as accounts, contacts, leads, case management, Interactive Service Hub, and reporting and dashboards. This license is also designed for business analysts who require reporting capabilities of Microsoft Dynamics CRM Online.

Essential

Microsoft Dynamics CRM Online Essential is designed for organizational users who are not necessarily tied to sales, services, or marketing functions but require access to activities management, feeds, custom applications, accounts, contacts, and reading knowledge articles.

Self-Service

Microsoft Dynamics Employee Self Service is a cloud-based knowledge management solution that provides authoritative, accessible and consistent knowledge for all employees to address important and common employee needs and inquiries, for cross-organizational scenarios like Human Resources and IT helpdesk portals, or for role- or function-specific knowledge bases. With an effective knowledgebase, you can deliver the right answer, at the right time, across multiple channels including portals, devices, productivity tools and enterprise applications. This license is intended for employees submitting cases on their own behalf, for self-service as a support client, but does not grant rights to case management as a support agent on behalf of an end customer.

A Microsoft Dynamics Employee Self-Service licensed user may access CRM data from online and on-premises Microsoft Dynamics CRM deployments. Capabilities vary by available functionality for a given Online or On-Premises deployment choice. Employee Self-Service knowledgebase capabilities require at least one user to be licensed with either Microsoft Dynamics CRM Online Professional, or Parature Enterprise if Parature is leveraged for the knowledgebase. Microsoft Dynamics Employee Self Service is not licensed for Microsoft Dynamics CRM’s user interface and users will not be provisioned as CRM users; access is only allowed via portal or another application.

crm_online

Download the Microsoft Dynamics CRM Online pricing and licensing guide

Dynamics CRM 2016 Online OneDrive Integration

What is OneDrive for Business?

OneDrive for Business is an integral part of Office 365 or SharePoint Server, and provides place in the cloud where you can store, share, and sync your work files. You can update and share your files from any device with OneDrive for Business. You can even work on Office documents with others at the same time.

Installing OneDrive for Business

You will need to install the OneDrive for Business App before configuring CRM 2016 Online to use OneDrive for Business.

crm2016_document_management_03

 

 

 

 

 

 

  • You will be redirected to OneDrive start page to configure OneDrive for the first time.
  • After the configuration is completed, OneDrive app will open.
OneDrive for Business and Microsoft Dynamics CRM

In Dynamics CRM 2016 Online, there is a new feature Enable OneDrive for Business’ in the Document Management which helps us to integrate OneDrive with CRM as shown below.

crm2016_document_management_01

You will need to enable server-based integration and have at least one active SharePoint site before you can enable OneDrive for Business. If server-based integration is not enabled you will receive the following message asking you to enable server-based integration.

crm2016_document_management_02

The user will need to have a active OneDrive for Business licence else the user will receive the below error when trying to enable OneDrive for Business.crm2016_document_management_04

Navigate to Settings -> Document Management and click “Enable OneDrive for Business”

crm2016_document_management_05

After OneDrive for Business is successfully enabled you will see a new option “OneDrive for Business Folder Settings” in the “Document Management” section. Here you can specify the folder name that OneDrive will use to store the data.

crm2016_document_management_06

Navigate to a existing Account record and navigate to the “Documents” section  and click “Upload” and select a file to upload.

crm2016_document_management_07

Once you have selected you file to upload you will see the CRM Folder option. Select OneDrive and click “OK”

Controlling access to OneDrive for Business in CRM

You can toggle availability of OneDrive in CRM for end users through the OneDrive for Business privilege.

  • Click Settings > Security > Security Roles
  • Choose a security role, and then click the Core Records tab.
  • Under Miscellaneous Privileges, toggle the OneDrive for Business privilege to the desired availability.

crm2016_document_management_09

Advantages of OneDrive

  • Since mobile devices are synced with this storage option, documents, and other digital content gets stored automatically on the storage space thereby keeping files secure in case of accidental hard disk failures.
  • With OneDrive, you can access files from any location. You are good to go with an internet connection, device, along with a web browser.
  • This storage option enables you to share files with anybody you wish. This prevents unauthorized access.