Metaphorically Speaking – Edition 58 – FREE Jet Reports Education Seminar

Many of you may remember that back in November 2011 we ran our first very successful ‘Back-to-Basics’ seminar. In this edition we would like to let you know about the next educational seminar we will be holding at our Coleshill offices, Jet Reports Overview.

Many of you use the Microsoft accredited add-on for reporting via Excel called Jet Reports. Even if you are not using Jet Reports you may be interested in finding out about it, or if it is already installed you may wish to learn how you can improve your use of Jet Reports.  

The seminar will be held on 9th May, 2012 and will run for 2 ½ hours, minimising the time taken from your busy day and allowing you to get back to your office later in the day, if required.

The seminars are open to all customers and are primarily aimed at Dynamics NAV users within your organisation.  We anticipate that this free education session will prove to be really popular and so will need to restrict attendance to 2 people per customer.

To find out more about the this seminar, please click on the following link.

Back to Basics Jet Reports Agenda

As places are limited we would encourage you to register now by emailing lizvh@metaphorix.co.uk or support support@metaphorix.co.uk.

We look forward to seeing you.

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Update Rollup 7 for Microsoft Dynamics CRM 2011 is released

Microsoft Dyanmics CRM 2011 rollup 7 is ready to download.

To download rollup 7 click the release below

http://www.microsoft.com/download/en/details.aspx?id=29221

Version: 05.00.9690.2165

The KB article is KB2600643

To install rollup 7 you must have installed rollup 6

It seems to have a lot of fixes in this release but I can’t really make out any new major functionality.

 

Metaphorically Speaking – Edition 56 – Customer Support Process

In this edition of Metaphorically Speaking we would like to remind you about our support processes and how our Customer Support Team operate.

Many of you are very familiar with our support process at Metaphorix but the following key points will help to ensure the logging and tracking of support calls is efficiently handled.

  1. Your call is logged and allocated a unique ‘NC’ log number.  This log number will be used to reference the call throughout its lifecycle. Where possible, always email us in the first instant so that we can log the exact nature of the call.
  2. Always use the unique NC reference in all communication with the support team, and ensure you include this reference in the subject header of your email. This will ensure we are giving you the right information and are dealing with your call efficiently. 
  3. Always use the specification document for modifications if this has been sent to you by the Customer Support Team. This ensures we develop to an agreed specification.
  4. Always load FOBs to you test system first and conduct second line testing to ensure you are happy with the modification delivered
  5. Inform the Customer Support Team when any objects have been loaded to your live database.
  6. ALWAYS LOAD OBJECTS IN THE CORRECT SEQUENCE TO AVOID OBJECT CONFLICTS
  7. Inform the Customer Support Team when a support call can be closed.
  8. Always ensure you commence your support call directly with the Support department. If you contact others in the company outside of the Customer Support Team you will not automatically receive an NC reference and the call will not be logged directly onto our system.

To read in more detail about our support procedures, please click on the following link.

 Metaphorix Customer Support

CRM Anywhere (Q2 Service Update features) Video

Below  is a 40 minute video going through all the new features coming up in the new Q2 Service Update or the CRM big update as I like to refer to it.

The video goes through the new mobile functionality, which looks very good and I really like the way you can quickly call or email contacts.  Below is a screenshot of the new mobile client

The demo also goes through the new multi browser functionality.

The activity feeds have been improved and the new filter functionality seems very useful.

The video goes through harnessing SQL Server 2012 which is available at the moment and it mentions the online data centres already use SQL 2012.

Importantly it does view powerview, which is the new BI tool.  This is something I am very interested in and it explains powerview (which is a sharepoint added) does allow you to create Excel cubes of information.

There is a demo of Powerview which starts at minute 24 minutes.

Microsoft Lync 2010 Training Download Package

I saw a link today to some Microsoft Lync 2010 Training Download package.

A lot of companies have recently installed Lync and will still be getting use to it, there are also lots of companies who will be installing Lync in the future as Microsoft continues to improve and sell this to more companies.

Here is the link to the download package

below is an overview of what is included

The Lync Training Download Package contains all of the available training and user education resources for Lync. The training strategy and resources that offer the best return on investment vary depending on the user profile and the product features deployed in your organization. The Lync Training Plans workbook included with this download package helps you understand the available user education and training resources and recommendations for use so that you can make informed decisions about training strategies.

SQL Server 2012 is released and is compatible with CRM 2011

Microsoft are gearing up for the big new release later this year by releasing SQL Server 2012 and making it compatible with CRM 2011.  The link below goes into detail about the big release

Q2 2012 Service update

I would like to mention SQL Server 2012 is a RTC so I wouldn’t recommend doing this in your live environment and you should only consider trying this in a development setting.

The first link is from the excellent blog Dynamics CRM in the field, this is the blog written by Dynamics CRM service team and has some excellent technical information.  Click the link below to find links to SQL Server 2012

http://blogs.msdn.com/b/crminthefield/archive/2012/03/07/dynamics-crm-amp-sql-2012-compatibility.aspx

You need to be on at least rollup 6.

It also has some links to problems which might occur when upgrading to SQL Server 2012 – http://support.microsoft.com/kb/2686619

if you want to know what benefits you will get by using SQL Server 2012 with CRM 2011 then you can read the Microsoft blog below and it will show you the new reporting and other benefits

http://blogs.msdn.com/b/crm/archive/2012/03/07/microsoft-dynamics-crm-and-sql-server-2012-better-together.aspx

Personally I will be waiting until CRM 2011 and SQL Server 2012 has been tested a bit more thoroughly before I consider getting this up and running but releasing this to the CRM community will certainly speed things along.

Adding custom tables to the Connector for Microsoft Dynamics

If you use the connector regularly you will eventually want to map a custom table which isn’t covered by the standard maps.  To do this in CRM side is easy, you run the configuration utility and add the new entity but to do this in NAV requires a bit more work.

The connector works (as I understand it) by publishing tables/pages using a web service which is used by the connector to pass information from and to NAV.

The connector catches these web service calls in the code unit 5150 – intergration management.  If you were to open this up you would see the tables used by the standard maps mentioned.

So I am going to run through the process of adding Job to the custom maps.

First I open NAV and the correct database and company.  Then

Tools –> Object Designer  –> Codeunit –> 5150 –> Design

The first function you need to change is called

EnableConnector

You can see from the screen shot below I have also added in Site Address but that was just because I needed to do that, it’s not related to adding the Job table.

You need to copy one of the lines above,  paste it into the list and then change the details so you are referencing the Job table e.g.

If you are not sure what to add and you are adding something other than a Job then the first value is the Form Name and the second value is the table name, so if you were adding Job Planning lines then it would be

  SetupWebServicePages(FORM::”Job Planning Lines”,DATABASE::”Job Planning Line”);

The next function you have to change is called SetupIntegrationTables, you will need to add a new line for each table.

You might wonder why Job is not in double quotes.  Double quotes are needed if the table name has a space in it, otherwise you can just put the table name in.

The next function we need to change is IsIntegrationRecord, you add a reference to the table you want to add.  This function basically tells the connector you want the table to be added to the connector.

Be careful about adding  a comma if the row isn’t the last value

You have finished with the code changes, close the codeunit and press yes to save and make sure the compiled checkbox is ticked.

You now need to refresh the integration webservices so your new table is added and you do this by unchecking and checking the Enable Connector checkbox which is held in Marketing Setup.

You access the Marketing Setup by going to

Administration –> Application Setup –> Sales & Marketing –> Marketing Setup

Untick the box, check the tickbox.  After a bit of time you should see a new integration Web Service added to the list.

You can check this by going to

Administration –> IT Administration –> General Setup –> Web Services

You can see that the page is published and the new Integration Job Card Web Service is running.

Don’t panic if the Job Web Service doesn’t appear, first I would give it a bit of time.  I would try a good old close the NAV client down and open it again (this doesn’t really do anything but it will keep you busy for 30 seconds).

Finally if you don’t see the Web Service go back and check the code changes you have made, look for spelling mistakes, putting in the form name instead of the table name, missing comma.  The problem is going to be a syntax problem.

The final part of the puzzle is too run the NAV configuration utility in the Connector and tick the new Job Card entity

So

Open the Connector for Microsoft Dynamics

Adapter Settings –> Configure Microsoft Dynamics NAV –> Next –> fill in login details –> select Company –> tick Job Card

I think you might want to just enable the Job Card or the custom entity of your choice only on a specific integration.

hopefully the walk through above should help people add custom entities