When new/custom tables won’t add web services in the Dynamic Connector

I have been working on a Dynamic Connector upgrade and one of the steps in the upgrade is you have to apply a hotfix.  These hotfix is for the Integration of Countries/Regions hotfix.

This is one of the many bugs and enhancements that have been added to the new release of the Dynamic Connector and I would recommend upgrading the Dynamic Connector if you don’t have version 2 installed.

I think this was to fix a problem that occurred because in NAV you have a countries/region lookup and this basically just converted to a field in CRM.  sometimes this value was to big for the field in CRM.

So the hotfix meant changing the CodeUnit 5150 and adding in some lines to add the Countries/Regions.

I probably need to explain how (in my mind anyway) the Dynamic Connector works.  In NAV the Pages are used to create Web Services and these web services are used by the connector to read/write data to/from NAV.

When you tick the Enable Connector button in the Marketing Setup it kicks off the codeunit 5150 and this creates and publishes the web services.  So when applying the new hotfix the code changes should have run when you ticked/unticked the enable connector button.  The changes should have added a new web service called Integration Countries/Regions.

You can see the web services by pasting the url from the adapter settings, with Services added onto the end

http://navserver:7047/customerName/WS/Services

or by opening NAV classic –>Administration–>IT ADministration–>General Setup–>Web Services

or by typing Web Services in NAV 2009/2013

Above you can see the Integration Countries/Regions has been added but the problem I was experiencing was after I made the changes to the code unit and unticked/ticked the enable connector button, it was adding in the new web service.

Something seemed to not be working because usually when you untick the enable connector button it clears all the web services.  One possible solution was that maybe someone else was logged onto NAV.

Anyway the way I got around this was to add the web services manually.

You can go to web services in NAV and add#

Object Type       Object ID       Service Name                                   Published
Page                     10                   Integration Countries/Regions      Yes

You will need to add the values above.  You will also need to add a row to the Integration Page Table (5150)

Service Name Source                     Table ID Page ID Published
Integration Countries/Regions      9             10     Yes 

If you then restart the NAV web services (just to make sure) You should be up and running.

You might sometimes experience this problem when adding in custom tables into the Connector

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Video – Technology Changes in Microsoft Dynamics NAV 2013

here is an interesting video on the Technology changes in NAV 2013, you can download the presentation if you wish to watch it offline.

The sound can be a bit tinny sounding but it’s a free presentation and at 59 minutes long it does cover a lot of ground

You can view the presentation by clicking the link below

http://channel9.msdn.com/Events/TechEd/NewZealand/TechEd-New-Zealand-2012/DYN101

 

CRM 2011 Rollup 10 update available

When I saw there was another CRM rollup and it was called rollup 10 I had a sense of deja vu about the rollup, in fact I was pretty sure I had installed Rollup 10.

after a bit of digging around I have found Microsoft have released a updated version of the rollup (why not call it rollup 11!) because users have been experiencing problems.

Firstly if you want to know detailed information rather than the summary or juicy bits then go to the link below

http://social.technet.microsoft.com/wiki/contents/articles/13437.update-rollup-10-for-microsoft-dynamics-crm-2011.aspx

 

Release schedule

Update Rollup 10 for on-premises CRM servers and CRM Outlook clients was released on August 16th, 2012. The estimate for Update Rollup 10 release date for CRM Online customers is on the week starting on October 8th, 2012  .

Update Rollup 10 contains all the hotfixes that were originally scheduled to be released with Update Rollup 9, which has since been cancelled due to the changes in the release schedule for Microsoft Dynamics CRM 2011 Q2 2012 Update functionality  .

Due to several issues experienced by users who deployed the initial Update Rollup 10 (build number 5.0.9690.2730), Microsoft re-released Update Rollup 10 on October 4th, 2012. The new version (build number 5.0.9690.2740) replaced the original UR10 files on Microsoft Download Center. Read the post regarding the re-release  on the Dynamics CRM in the Field blog.

Highlights

  • Many performance and stability-related fixes, including in total 30 hotfixes related to the CRM Client for Microsoft Outlook
  • Quick Find performance optimizations and EnableRetrieveMultipleOptimization (ERMO) SQL query performance optimizations
  • Compatibility with new and upcoming products from Microsoft
    • Windows 8: KB2744954 
      • Note: Windows Identity Foundation 3.5 (WIF) feature must be enabled manually in Windows 8:KB2727137 
    • Internet Explorer 10: KB2743941 
      • Note: Only the Compatibility View in IE10 supports CRM 2011 and must be enabled manually for the CRM server URL
    • Office 2013 Preview: KB2744957 

 

So I think this would be a good release to install if you have any users on Windows 8 and definitely if you installed the original Rollup 10.

 

What are the benefits of CRM

When selling Microsoft Dynamics CRM to potential customers, sometimes we have start from the beginning and start with the benefits of CRM in general before going into the specific benefits of Microsoft Dynamics CRM, if you are interested this blog sums up the reasons you should choose Microsoft Dynamics CRM in 10 points

 

The Goal of CRM

enhanced customer satisfaction and retention, ensuring that your good reputation in the marketplace continues to grow increased value from your existing customers and reduced costs associated with supporting and servicing them, increasing your overall efficiency and reducing total cost of sales improved profitability by focusing on the most profitable customers and dealing with the unprofitable in more cost effective ways

The benefits of CRM

  • Better and more relevant information, allowing the business to make informed decisions. examples are
  • evaluating marketing campaigns to see how successful individual marketing campaigns are, marketing lists etc and ensuring you are using effective marketing.
  • Assessing Sales, getting information on what sales make the most profit allowing you to focus on those and possible exclude other areas.
  • Automation.  Increased integration between in an organisation’s different software.
  • communication.  Better communication in an organisation.
  • reduction in costs by implementing better communication, increased automation and efficiency savings
  • better customer service – through better understanding of customer needs.
  • Understanding you customers – Identifying which of your current customers are more profitable and which ones are less profitable and focusing more effort on the profitable customers.
  • linking marketing and sales – through increased understanding of your customers needs you can create better more targeting marketing campaigns which will lead to better sales
  • Cross selling – better communication increases the opportunities for cross selling within the organisation.

Windows 8 and CRM Outlook problem – Cannot connect to Microsoft Dynamics CRM server

If you have a new laptop and try and install the CRM 2011 outlook client then you will probably get an error when Outlook tries to use the CRM 2011 discovery service and display the different organisations you can add to outlook.

This is what happened

Windows 8 installed and Microsoft Office installed

I downloaded the Outlook Client add on

Installed the outlook client addon and then applied rollup 10

When you open Outlook it will pop up the CRM configure Organisation screen which asks you to put in the url of your CRM server.

It’s at this point you get an error saying it cannot connect to the discovery service.

So far I have had 3 Windows 8 installation and this problem has occured on all 3 and for some reason by default the Windows 8 installation does not have the Windows Identity Framework.

To resolve this problem you need to enable Windows Identity Framework 3.5 and this took me a while to find but that was only because at the moment Windows 8 is different

1.  You need to get to the control panel (here are some ways here)

2.  Go to Programs –> Turn Windows features on or off

3.  Enable/tick Windows Identity Foundation 3.5 and press the OK button


You should now be able to continue with your CRM 2011 Addon installation and go back to the CRM configuration tool, put in the url of CRM 2011 server and pick the organisation

Free universal search solution in CRM 2011

The Sonoma partners have done many great things for the CRM community, they have an excellent blog, they have authored some of the best books on CRM out there and now and again they write an excellent add on for CRM and give it away for free.

This is some functionality which I have been asked for by customers previously. It gives you the functionality to search multiple entities at once.

The video below show the functionality in action

if you want to download the free solution then go to Pinpoint by clicking the link below and in exchange for you name and email address you get a free universal search tool in CRM

http://pinpoint.microsoft.com/en-us/applications/universal-search-for-microsoft-dynamics-crm-2011-free-12884946856

it can also be configured to specify which entities you want to be able to search.

Connector for Microsoft Dynamics support for Microsoft Dynamics NAV 2013

Good news from the offical Dynamic Connector blog with the statement it already supports NAV 2013

The full article can be found here

The Connector for Microsoft Dynamics team is pleased to announce that the current version of Connector for Microsoft Dynamics (V2 RU1) fully supports the recently released Microsoft Dynamics NAV 2013 product.

If you have Connector for Microsoft Dynamics version 2.1.29.1 or 2.1.371.1 then you are ready to integrate data to and from Microsoft Dynamics NAV 2013 on-premises.  If you do not have one of these versions of Connector for Microsoft Dynamics the most current one, 2.1.371.1, can be downloaded from PartnerSource using the link provided in the “Related Links” section of this blog or by using this direct link to the PartnerSource download page:https://mbs.microsoft.com/partnersource/deployment/resources/productreleases/MDNAV2009R2_CRMConnector.htm

What is Yammer and how should you use it

When I mention Yammer some people have no idea what it is, apart from something that sounds like a conversation between two black country folk.

With regards to CRM 2011 it’s basically a well polished and properly done version of activity feeds and as Microsoft purchased Yammer for $1.2 billion I fully expect Yammer to be integrated with CRM in a future release.

If you are really keen Yammer already has a CRM app but unfortunately it does cost, you can read more about that here

https://yammer.zendesk.com/entries/21284143-yammer-for-microsoft-dynamics

hopefully in the future Microsoft will bundle this into CRM, which will hopefully nullify another of Salesforces functionality benefits over CRM 2011.

What is Yammer – Quick Answer

The quick answer is Yammer is social networking for your company, a bit like a Facebook and twitter for a company.   Only company domain users can access the company Yammer site.

Yammer is designed for private communication for members of an organisation/company

What is the purpose/point of Yammer

The purpose of Yammer is to enable and improve efficiency regarding company communication, collaboration, file sharing, knowledge sharing and team efficiency.

The goal of using Yammer

  • One of the goals for of using Yammer is to reduce the amount of internal emails and meeting,
  • Information, articles, documents can be shared to groups of people e.g The company, sales, Developers etc
  • Another push from saving information on individuals computers/shared folders where this information cannot be easily found by other people.
  • Improved visibility of Metaphorix employees to employees
  • Collaboration

How should I use it/ First steps

  • Look at the news feeds (like something if its good)
  • Join some groups which interest you
  • Follow relevant people
  • Post information to a yammer group
  • The more people user Yammer the more useful it will be
  • Configure email notifications to ensure you don’t get loads

What would be good

  • Sales people to post quick posts on demo’s/engagements
  • Consultants to post a quick post
  • Developers/everyone to share interesting articles to the relevant groups
  • For people to use it

Point of interest

Microsoft purchased Yammer for $1.2 billion and will integrate it with CRM in a future release.

For a more detailed and well written explanation of Yammer read the benefits as described by Yammer themselves – https://www.yammer.com/solutions/

If you are wanting more below is a good article describing what the heck Yammer is

http://www.pcworld.com/article/260517/what_is_heck_is_yammer.html

Metaphorically Speaking – Edition 68 – Free Seminar ‘Dynamics NAV Basics’

In this edition we would like to let you know about the next ‘Back-to-Basics’ educational seminars we will be holding at our Coleshill offices.

‘Dynamics NAV Basics’  will be held on Wednesday 14th November, 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, if required.

The seminars are open to all customers and are primarily aimed at Dynamics NAV users within your organisation. However, please note that we cover the Role-Tailored Client (RTC) in the morning session and Classic Client (CC) in the afternoon. We anticipate that these free education sessions will prove to be really popular and so we will need to restrict attendance to 2 people per customer.

To find out more about the seminars, please click on the following links.

Back to Basics RTC

Back to Basics CC

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.

How to add a Knowledge base article in CRM 2011

The Knowledge base in CRM is used to store articles which can be easily searched and accessed by the CRM users and attached to emails.   This is a great alternative to storing articles on folders because CRM can be easily accessed by everyone, the articles are backed up and stored in the CRM database and CRM has powerful searching capabilities making it easy to find the information you need.

Knowledge base articles also allow you to easily and quickly email the articles to people.

The current articles templates used in CRM are

Procedure

Question & Answer

Solution to a Problem

Standard KB Article

More templates can be easily added in the Settings –> Business Templates

You can access the knowledge base articles by going to

 Workplace Articles

Or

Service Articles

You will a list of the published articles

You can click on any of the articles to read them.

Searching

One of the key benefits of the knowledge base articles is it’s a central location for the articles and the ability to search the knowledge base articles.

If you click the search button when in the articles area, the ribbon will change to display the search functionality.

Creating a new article

Articles can be information to resolve common NAV problems we repeatedly send to customers or Window 8 problems or internal procedures, basically anything useful.

  1. Navigate to the articles area by going to Workplace à Articles Or Service àArticles
  2. Press the New button

3.   Choose one of the templates and press the OK button

4.  Fill in the details for your knowledge base article, the headings in the article could be different depending on which template you selected.  When finished press the SAVE button

5.  Press the submit button

6.  Press the Approve button

7.  Congratulations you have created a Knowledge base article.

If you cannot approve the article then your company has not granted your security role the approve privilege and there might be an approval process.

If you want more information on knowledge base articles then this blog has a great collection of articles on the subject

Where is the Knowledge Base in Dynamics CRM 2011?
The Lifecycle of an Article in Dynamics CRM 2011
Creating an Article in Dynamics CRM 2011
Creating and Editing an Article Template in Dynamics CRM 2011
What to Check for when Approving an Article in Dynamics CRM 2011
Commenting on an Article in Dynamics CRM 2011
How to Insert an Image into your Dynamics CRM Article
Searching for Articles in Dynamics CRM 2011
Customizing an Article Form in Dynamics CRM 2011
Inserting a Dynamics CRM 2011 Article into an Outlook Email