It is my understanding that there is a feature in CRM that once you turn on, starts tracking so that you can compare results over time. Does anyone know how to switch this on?
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Forum Post: Historical Capturing
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Forum Post: RE: Fantasy Sales Team is not updating
Thanks! That looked like it worked. Can you tell me if that sync picked up all data since the previous sync?
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Forum Post: RE: Sorting Contacts by Date Last Contacted
Thanks for the help! I'm confused about the date field part though--can you explain a little more?
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Forum Post: RE: Fantasy Sales Team is not updating
Hi, Yes, the missing data was recalculated. You can verify within the FST web app. Go to Players > Players Stats page and view new data received for this period. You can adjust viewing to see this period verse total numbers.
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Forum Post: CRM 2016 OUTLOOK PLUG-IN
Does anyone has any information how this impacts users running Citrix environments Secondly does anyone has any information regarding how a user can prepare installation from 2013 environment on cloud to the 2016 in regards to the plug-in so thing like service pack and update roll ups
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Forum Post: RE: CRM 2016 turbo forms - unusable when navigation switched off
Hi Chris, I think that on the next update a lot of fixes will be introduced. SO the best way is to wait for fixes or use validation tools that Microsoft provide to check what is unsupported and that can be your starting point in solving this issue.
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Forum Post: RE: CRM 2016 Turbo Forms not loading
Hi Thabs, I think that on the next update a lot of fixes will be introduced. SO the best way is to wait for fixes or use validation tools that Microsoft provide to check what is unsupported and that can be your starting point in solving this issue.
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Blog Post: How to Enhance Sales Productivity with Dynamics CRM
Microsoft Dynamics CRM provides a complete and intuitive solution that can help salespeople be more productive so they can focus on what’s most important—delivering amazing customer experiences. Watch this short video to see how Dynamics CRM can help you stay focused, win faster, and build trust.
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Forum Post: RE: CRM 2016 performance testing
Unfortunately, I am unable to fix for CRM 2015 version as well. Upon deploying can see lot of WSDL classes missing. Hope someone should have tried this already. Thanks, Sama.
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Blog Post: Fast vs. Furious: PowerBI + Dynamics CRM Avoid this common mistake and watch your data fly!
There’s a common mistake in connecting PowerBI to CRM – and it can result in the difference between PowerBI being fast – vs. you being furious (at how slow it is.) If you hear someone say that the PowerBI-CRM connection is unusably slow, this common mistake may be the root of the problem. Until I realized what was happening, I assumed that connecting PowerBI to CRM was effectively useless for datasets of anything more than a few thousand records. After making this change to the style of my PowerBI query, a dataset that originally took more than an hour to complete – the identical dataset could be fully refreshed in less than 90 seconds ! The Choice: Note: This performance breakthrough requires that you are using the new “Instance Web API” available in CRM 2016 or later. (for more information, see this CRM Tip of the Day: Turbocharge your CRM to PowerBI connection ) When selecting lookup fields for inclusion in a dataset (e.g. parentcompanyid, ownerid, etc.), the OData feed offers you the attribute name you’re familiar with, (“AttributeNameID”) and another version that looks a bit odd, “_AttributeNameID_value”. Here’s an example retrieving from the account entity and wanting the name of the country stored in a lookup field. – ( Note that the ‘hsl_countryid’ is referenced two times, once as “hsl_countryid” and once as “_hsl_countryid_value”. ) If you choose the one that looks more familiar – in this example: “hsl_CountryId” – you’ll find in the query worksheet that you have a column filled with ‘Table’ and it allows you to ‘expand’ to capture any field from the related table. If you choose the one that is formatted a bit oddly, in this example: “_hsl_countryid_value” the query worksheet will just contain a GUID and no related text, meaning that you’ll need to join to another table to find the name of the country. Both options work, it’s just that the option when you ‘expand’ the field causes a HUUUUGE hit against performance. Apparently for every row, the query does a separate lookup to the related entity to retrieve value in the related entity name field (if you’ve ‘expanded’ the lookup field.) This results in a massive amount of time and data thrashed back and forth. – By downloading the related table once and then joining the two within PowerBI you get an amazing performance improvement. Best practice: Build related tables for lookup items and link based on the “_AttributeNameID_value” field rather than ‘expanding’ the attributes within the record (especially for repeated lookups like ‘owner’ or ‘territory’) – Once you close and apply the query – manage the relationships and join the tables. Open the table editor – Add a “new column ” in the account table – and use a LOOKUPVALUE function to grab the country name value (“hsl_name”) off the related table. Performance Impact: “Huuuuuge” As a test, I set up a relatively straightforward PowerBI query pulling the account’s ID and Name and a look-up to a custom ‘country’ entity. Following the pattern of using one query to retrieve the needed fields from the country entity, and using the ‘_value’ field from the base table to joining it to the related table within PowerBI, it took about 90 seconds to refresh the data from the source. (68K records in the base table and 240 country records) As a comparison, on the same dataset, I rebuilt the query and ‘expanded’ the lookup field to include the country name – the query ran for more than an hour and pulled more than a gigabyte of data across the wire before I had to leave the office. (I don’t know how long it ultimately took to complete – and frankly I don’t care.) Summary For any primary table in your report – (account, contact, opportunity, case, etc.) return that basic table with only the needed ‘_AttributeNameID_value’ fields- (do not select and ‘expand’ the lookup fields formatted as ‘AttributeNameID’). In separate queries return the related (lookup) tables. Join these related tables to the base table within PowerBI’s relationship manager. Finally add columns using the LOOKUPVALUE function to build the row you want. The post Fast vs. Furious: PowerBI + Dynamics CRM Avoid this common mistake and watch your data fly! appeared first on - Hitachi Solutions America .
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Forum Post: How to do order entry in microsoft dynamics
Hi - I am new to Microsoft Dynamics. I am about to get a job in doing order entry module data entry in Microsoft dynamics 2013. Could you please direct me with resources or steps to do that. Thanks for the help in advance!
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Forum Post: RE: Minimum Security Privilege to assign security roles and update User records?
That does help, Adam and makes me feel much better. I can create a Security Liaison role with just those privileges. I don't want that person to be able create a Security Role or modify the Security Role.
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Blog Post: Financial Services Company Taps Experts to Close Sale Quickly – 17 Amazing Customer Experiences With Dynamics CRM
When the products and services a company sells are complex, the sales person can only take the deal so far. They need the experts of the organization to provide the full story to customers. The challenge A leading financial services firm provides a variety of investment programs to credit unions. When a credit union wanted to ask in-depth questions about a particular program, the sales reps would have to schedule a meeting with the product manager. Coordinating the schedules of everyone involved could take weeks, bogging down the sales process. The solution With an integrated solution including Microsoft Dynamics CRM Online and Skype for Business, sales reps are able to detect the presence and availability of product managers online. They can set up a video call instantly to bring the corporate expertise to the table. With integration to Office 365, sales reps can create the contract and close the deal on the first call. How customers are amazed The credit unions can offer strong investment programs to their customers with full confidence that they understand the details. Download the full eBook www.crmsoftwareblog.com/amazing to find out 16 more amazing customer experiences businesses are delivering today with Microsoft Dynamics CRM Online. by CRM Software Blog Editors, Find a Microsoft Dynamics CRM Partner by Industry/Location The post Financial Services Company Taps Experts to Close Sale Quickly – 17 Amazing Customer Experiences With Dynamics CRM appeared first on CRM Software Blog . Related posts: Control Valve Distributor Coordinates Sales and Service – 17 Amazing Customer Experiences With Dynamics CRM Manufacturer Connects Sales Force to Data – 17 Amazing Customer Experiences With Dynamics CRM Media Company Automates Calculations – 17 Amazing Customer Experiences With Dynamics CRM
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Forum Post: Social Media Images source
I would like to add some social media icons to the bottom of my standard CRM Emails and understand that the if I am to add any images they must be from an available online source. Can anyone recommend a reliable source which will have social icons 24hrs a day 365-days of the year. Or can I host my images somewhere that is public facing? Thanks G
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Forum Post: RE: Only one instance of Dynamics CRM plug in loading WHY??
Unfortunately the above did not apply. There were no previous versions of Office installed. Still troubled as to why I only see the one CRM instance, versus 2, and there does not seem to be a way to enable the add in although the Org is set up with credentials. Never have seen this before, strange.
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Forum Post: How do I set Ticket Status using the Parature SDK?
Hi, I'm using the Github Parature SDK and I'm trying to programmatically set/change the status of a ticket in Parature. Can anyone help me with how this should be done? I get the following error when I try to set the status when creating a new ticket: Invalid XML data: The element 'Ticket' has invalid child element 'Ticket_Status'. List of possible elements expected: 'Cc_Csr, Cc_Customer, Email_Notification, Hide_From_Customer, Email_Notification_Additional_Contact, Ticket_Attachments, Ticket_Asset, Ticket_Customer, Overwrite_Sla_In_Rr, Ticket_Sla, Additional_Contact, Related_Chats, Ticket_Parent, Ticket_Children, Custom_Field, Ticket_Portal_Alias'. If I try to set status on an existing ticket in Parature, I don't get any errors but the status doesn't seem to change (from 'New'). Here is the code snippet I'm using: Any help is appreciated. Thanks. John
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Forum Post: RE: Only one instance of Dynamics CRM plug in loading WHY??
Hi Stacey, what version of CRM and what CRM Outlook client do you have? If you need to re-configure Outlook, take these steps: 1. From Outlook File-Account Settings - click on Data Files tab Delete the CRM organization you find there. The "Configure Microsoft Dynamics" button will appear again in outlook 2. Press the button and enter CRM server, choose organization, press OK 3. Wait for synchronization to complete We have lots if issues with Outlook client, lately related to Office 2013 with 64 bit and Outlook Client for CRM 2016. Cheers, Daniela
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Forum Post: RE: We are having problems to get an e- mail trigger by registered to in a landing page that is in Iframe from Episerver in a Campaign automation flow
Hi We have tried and we managed to get a new list but the problem is that we have in thee flow a remainder and this remainder goes to everyone in the list. We tried to get a path that said all that didn't have an interaction with the landing page should continue for the reminder but everyone does How you can manage a remainder using the solution to put all register in a Another list? Can it be a problem in the iframe we are using episerver? I hope someone can help me. It its a simple flow we send an invitation, wait for a registration in a form in iframe (episerver) and then have a confirmation mail and then for those who didn't register send a remainder after a few Days . Maybe someone knows what we can be do in wrong? Thank you for all the help .
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Forum Post: Google Tag manager
Does someone know if you can use Google tag manager together with MDM. Thank you for your help?
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Forum Post: RE: CRM 2016 On Premise and Export to Excel errors
We recently applied Roll Up 01 to CRM 2016 (version 8.0.1.79). I tried exporting 48,000 opportunities from my test environment (2 servers: one front end and a back end CRM server) as a static list. CRM generated a 10 MB file and opened in Excel. No errors this time. I will try in production after business hours. thanks Daniela
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