Microsoft Dynamics 365 - Soluciones de Negocio

Performance Analyzer for Microsoft Dynamics (DynamicsPerf 2.0) is a toolset developed by Microsoft Premier Field Engineering. This toolset is a set of SQL scripts to collect SQL Server DMV data and Microsoft Dynamics specific product data persisted into a singular database called DynamicsPerf. This allows for quick resolution of performance issues on Microsoft Dynamics products (CRM, AX, GP, NAV, SL) https://github.com/pfedynamics/dynamicsperf The following 5 items provided the biggest performance boost to their Dynamics CRM instance. 1.) Reorganizing / Rebuilding SQL Indexes When you install Microsoft CRM, several System jobs are set up to keep your database running smoothly. These routines include rebuilding fragmented indexes and cleaning up tables that contain data that is no longer needed. These jobs work great when your database is of moderate size, however if your database grows over 40 GB, these jobs may begin to fail. When this happens your database will begin to grow...

One of the new features with CRM 2013 is the ability to quickly associate an existing record in a subgrid of another record. For example, maybe you have a set list of a particular object that you want users associating to another record. The subgrids allow you to easily search for existing records, or scroll through a list of recently touched records. But in the case that you want users creating new records directly from the subgrid, Microsoft has made this a little bit difficult. You have to click the plus sign over the grid, then click the search icon, then scroll to the very bottom of the list to select +New button. That’s at least 3 clicks! For some reason, Microsoft decided to use the “Add existing” functionality for the plus button, so if you wanted to “Add New”, it’s a few extra steps. There are two ways to simplify this process, and to get around this. 1.Make the Parent field a required field on the child entity. For example, when I made Company ...

The Posts or Activity Wall on the social pane of a Dynamics CRM record is an easy way to keep up on important events at a glance without having to leave the main page. You might see information like an opportunity for an account of yours was won or one of your customers just opened a new service request. While this type of information is important it may not be important enough to warrant creating a workflow which sends an email, after all let’s face it everyone is probably already getting to much email as it is. To cut down on some of the noise in your inbox, items that are not critical can be posted to the activity feeds area where you can consume the data at you convenience. Out of the box there are a number of pre-configure events that can be enabled. To find these look under Settings -> Post Rule Configurations. You’ll find quite a few events related to activities, opportunities and cases. In order for the system to generate a post on one of these events you’ll...

  If you are an existing CRM user who has created multiple main application forms on some entities before you enable the entities for Activity Feeds, you may find that enabling Activity Feeds for them won’t add the Record Wall control to the forms of the entity which has multiple forms. This blog walks you through the steps of how to add the Record Wall control to such entities’ chosen forms. Pre-condition: You have multiple forms on an entity, e.g. Account. You have installed the Activity Feeds Solution. With this condition, you are assumed to have at least system customizer privilege. You have enabled Activity Feeds for Account. There is no Record Wall on any of the Account’s main application forms because this entity has multiple main application forms. What you need to do: Following the instructions step by step in order to add Record Wall to one of more forms of Account. Post-condition: Record Wall is enabled on any chosen Account forms. 1. Launch one o...

Una solución administrada se instala del mismo modo en que se importa una solución no administrada. La diferencia está en cómo se ha empaquetado la solución. La instalación de una solución o la publicación de personalizaciones puede interferir en el funcionamiento normal del sistema. Se recomienda programar importaciones de la solución cuando menos afecte a los usuarios. El siguiente diagrama muestra cómo las soluciones administradas y no administradas interactúan con la solución del sistema para controlar el comportamiento de la aplicación. Si la solución no se importó correctamente, puede hacer clic en el cuadro de diálogo Descargar registro para descargar un informe que proporciona información acerca de los errores producidos que impidieron la importación correcta de la solución administrada. Este archivo es un documento XML configurado para abrirse con Office Excel. Después de instalar una solución administrada, lo siguiente se aplica: No puede agrega...

Compatibilidad con las versiones de .NET Framework A continuación se describen las consideraciones sobre compatibilidad del código personalizado escrito con Microsoft .NET Framework 4.5.2. Cualquier cliente de servicio web creado con Microsoft .NET Framework 4.5.2 o posterior que llama a los servicios web de Dynamics 365 es completamente compatible en Dynamics 365. .NET Framework SDK Client Dynamics CRM versions Description .net 4.0 CRM 2013 (6.x) Download here v6.x, v7.x, & v8.x Supported with new Microsoft.Xrm.Sdk.dll assembly included in: Dynamics CRM 2013 SDK Version 6.1.2, January 2017 NuGet Package: Microsoft.CrmSdk.CoreAssemblies Version 6.1.2 .net 4.5.2 CRM 2015 (7.x) Download here v6.x, v7.x, v8.0 & v8.1.0 Supported* *v8.1.1+ is not supported, Move to SDK version 8.x for support for CRM version 8.1.1+ .net 4.5.2 CRM 2016 (8.x) Download here v6.x, v7.x, & v8.x Supported Fuente: https://blogs.msdn.microsoft.com/crm/...

Microsoft Dynamics 365 for Field Service helps organizations deliver differentiated field service experiences to their customers. The latest release further empowers field service organizations to provide more advanced capabilities that match real-world scenarios: Work orders with multiple resources (crews) can be defined and scheduled. Customer expectations can be defined and met though entitlement and service level agreement (SLA) functionality. The organization can be more efficient through more accurate work durations based on actual historical results. Advanced pricing functionality now enables accurate cost tracking based on roles or other attributes. Field Service technicians will now be more visible and effective with notification, chatbots, and real-time location tracking. This can all work seamlessly with the back office based on the available integration across Dynamics 365 for Finance and Operations. Scheduling The Dynamics 365 resource scheduling capabilities n...