Join me at CRMUG Summit 2014!


summit

 

 

 

 

It’s that time of year again, when all the CRM User base gets together for the biggest CRM user group event of the year. CRMUG Summit is a great place to learn, network and do all things CRM! Some details to the event can be found here.

If you’re attending, see my schedule below. Stop by to ask a question or just say hello!

Dynamics Partner Conference Oct 13-14

DynamicsPartnerConfernence

CRMUG Summit 2014 October 15-17
cmrug

Please note the 2:15 session has been moved to 8am that morning, giving you plenty of time to catch your flights.

I will be at both the MVP sessions.
mvp

mvp1


CRM 2013: Windows 8 Mobile Client – How to Pin/Create CRM Tiles to Start Menu


The Microsoft Product Team has done a great job delivering the Microsoft Dynamics CRM 2013 mobility clients for Windows 8 and IPADs. I noticed a screen shot on the web, where tile related to CRM we posted on the Windows 8 Start Menu for quick access.Screenshot (1)

I was trying to figure this out, and it’s rather simple. Once inside the Microsoft Dynamics CRM 2013 Mobility Client, the first page is the Mobile Dashboard. On that dashboard, you can select the view of activities, account, contacts etc by pressing on the name with your finger or your mouse and drag them down like you would an tile on the Windows 8 start menu.Screenshot (3)

This will bring up the bottom navigation bar. You can then choose to pin to start menu! As you can see this quick tip will let you immediately access your leads and opportunities right from the start! Enjoy.


CRM 2013: Ipad Mobile Client for CRM 2013 – Screen Shot Tour!


Without further adieu, Microsoft Dynamics CRM 2013 IPAD Mobile Screen Shots. We did not get access to this application during the Beta’s as you needed a special license to run it on the devices. I successfully downloaded and install the client from the Appstore today by searching for Dynamics CRM.

Searching the AppStore
appstore

Start Page- Enter your CRM URL (IFD – Internet Facing Deployment Required for OnPremise, CRM Online is ready to go.)
IMG_0379

How to Page on how to navigate around
IMG_0381

Sales Mobile Dashboard – Home button will take you here.
IMG_0382

Navigation Menu – Click the menu icon next to the home button
IMG_0383

Opportunity Record
IMG_0384

Account Record
IMG_0385

Quick Search – Searches up to 10 entities (uses the quick view view of each entity selected
IMG_0386

A very nice rollout! Thanks to the Microsoft Product Team for a great job on this fantastic release!


CRM 2013: Graphical Understanding of the New License Model


We have been fielding a ton of questions in regards to the new Microsoft Dynamics CRM 2013 Licensing Model. I thought it would be helpful to share some licensing details:crmonlinelicensingdetails

So we have three new license types along with new costs.  Specially around costs, lets talk about two great new options INCLUDED with the new cost:

1. Mobility – Microsoft is going to give you mobility licenses for your Windows 8 and IPAD tablets out of the box. Q2 2014 Roadmap shows additional devices for Windows Phone, IPhone and Android devices.
** Note: Android devices might work out of the box, but will not be supported in the first release.

2. Free Instance – Microsoft is providing another free instance for development and test, which will be accessible by all your production user licenses. This is also following best practice to have an environment to develop, test and train in.

Another feature of the new license structure is to give the flexibility for different types of users. This allows the organization the flexibility to pick and choose licensing by user. This also introduces the most amount of questions! 🙂

Here’s the key – If the user is creating Sales Entities (Accounts, Contacts, Opportunities etc.) then they need the Professional License. If the user is a backoffice user only updating (Not creating these records), then they could use the basic license. (UPDATE: it appears creating account and contact records can be handled using the Basic License – Thanks Adam Vero for bring this to my attention). For XRM applications not making use of the main these records types can really benefit from the Essential license to access Customized Entities.

Here’s a great visual chart to determine what each of the licenses provide to help you choose which one. Once upgrade, the customer will be responsible to change the license types in the O365 portal after the upgrade.

crm2013licensebreakdown


CRM 2013: How to enable Bing Maps API integration


Microsoft Dynamics CRM 2013 now comes with an out of the box integration with Bing Maps. This integration uses the address record of your account, contact or system entity to disable that location and render a Bing Map right on the CRM 2013 page.CRM2013accountformwithbing

In order to set this up, you will first need to get a Bing Maps API Key from here:
http://www.microsoft.com/maps/create-a-bing-maps-key.aspx.

You will notice there are several pricing options including a free trial for 90 days. Please decide which one fits your organization best. Now Let’s go Back to CRM to configure it:

Open the Settings, Administration, System Settings. Under the General Tab:bingmapsystemsettings

Select Yes, Show Bing Maps on Forms, and then Insert the Bing Maps API Key in the yellow area. Press save. Now when you open your account, contact or custom entity with Bing Map inserted on the form, you will see the map as shown above!

You can insert the Bing map onto a form by clicking the button for Bing maps on the form customization screen under the insert tab. Please ensure you have address information available on the chosen entity for  your Bing integration. Enjoy!crm2013insertbingmap

Here’s how to do this on a custom entity by my fellow MVP Andrii Butenko
http://a33ik.blogspot.com/2013/10/adding-standard-bing-map-control-to.html

Enjoy


CRM 2013: How to disable autosave so my plug-in code won’t be effected


With Microsoft Dynamics CRM 2013, the feature of auto save has been introduced. This feature is really long overdue, and its a feature we often overlook each day. For example, if your typing an email response on your cellphone, and the phone rings, you answer it and go back to work, right? When you returned, your email was right where you left off!

This is the same concept for CRM 2013, and not forcing users to constantly press save and close. As you work on the system the data is periodically saved as indicated by the icon on the button right of the new UI.

savediconcrm2013

saveiconcrm2013

 

 

 

As you can see above, the first ICON of the disc shows everything is saved. As you begin to work the icon changes letting you know you have unsaved changes to the page. If you wait for about 5 seconds the auto save feature will kick in and automatically save those changes for you!

While Microsoft CRM 2013 is certainly thinking ahead of design and form, many CRM 2011 plugins were designed to fire after a user saves a record. This save is captured and the plugin is fired, in this case, over and over again each time auto save kicks in.

Thankfully, Microsoft gave us an option to turn off auto-save for this release to help upgrading customers
whom may not have updated their plugin/sdk code as of yet. Please note, this feature will not be available in future releases, and your new designs should use the SDK Method that works with auto save.

For now, under system settings, you can click the button to disable to the auto save feature and save your upgrade and plugins! This will save you for now, but make sure to look to the future when considering to disable this useful option! Enjoy!

autosave2013

 

 

 

 

 

 

The CRM 2013 SDK also will provide insight into new methods available to watch the state of change.autosaveSDK

 


CRM Orion is now Official Microsoft Dynamics CRM 2013!


Hot of the presses today, CRM Orion has officially been named to Microsoft Dynamics CRM 2013.

Microsoft Dynamics CRM 2013 makes business personal!scrn-crm-vision-experiences

processflow

 

 

 

 

 

 

 

 

 

 

 

 

 

 

http://www.microsoft.com/en-us/news/Press/2013/Jul13/07-02DynamicsCRM13PR.aspx

For more pictures and images of Orion:

http://www.microsoft.com/en-us/dynamics/crm-vision.aspx

Microsoft Dynamics CRM customers and prospects can learn more about Microsoft Dynamics CRM at http://www.microsoft.com/en-us/dynamics/crm-vision.aspx.

Microsoft Dynamics CRM partners can follow the launch at https://mbs.microsoft.com/partnersource/solutions/CRM/CRMLaunchPage.htm

In addition, they can follow and engage with the Microsoft Dynamics CRM community @MSDynamicsCRM, http://www.twitter.com/msdynamicscrm.