Additional Dynamics CRM 2015 User Training Video

I added some more videos to the Dynamics CRM End User Training playlist up on the BIZITPRO YouTube site today.

Two videos about the Dynamics CRM Data Import Wizard, one from Training & Adoption Kit for Microsoft Dynamics CRM, and a more detailed one from our Dynamics CRM 2015 Configuration playlist for system administrators.

Check them out!

Stephen V Noe
CRM Architect, SME and Trainer

Posted in CRM, CRM 2013, CRM 2015, How to, Training | Tagged | Leave a comment

New ‘Start Working in CRM’ Video post on Youtube

I just recorded one of the training decks from the Training & Adoption Kit for Microsoft Dynamics CRM. This 8 minute introduction helps new users get started in Microsoft Dynamics CRM Online, CRM 2015 and CRM 2013. It’s based on the deck in the CRM Adoption kit.  The deck does a good job of covering some of the basics for new users and helping users of earlier versions make the switch.

You can find it here: http://YouTube.com/BIZITPRO

There is an accompanying Word doc with more details here: http://go.microsoft.com/fwlink/p/?LinkID=512927

Enjoy!

Stephen V Noe
CRM Architect, SME and Trainer

Posted in CRM 2013, CRM 2015, Training | Tagged | Leave a comment

Dynamics CRM 2015 Customization Training on YouTube

I just finished updating my Dynamics CRM 2015 Customization training class. TO test it out, I have recorded it and uploaded it to YouTube in a play list here on the BIZITPRO YouTube channel..

I broke it down into the following segments for easy consumption:

    1. Introduction
    2. Business Units
    3. Security Roles
    4. User Accounts
    5. Teams
    6. Hierarchical Security
    7. Field Level Security
    8. Data Auditing
    9. Data Import Wizard

Check it out and let me know what you think.

Steve Noe

Steve 2015

Posted in Configure, CRM 2011, CRM 2013, CRM 2015, Training | Tagged | Leave a comment

Dynamics CRM App for Tablet issue on instances upgraded from CRM 2011

I recently went thru an annoying debugging process on a CRM instance that the CRM App for Tablets on Windows 10, Windows 8.1 and iPad IOS 8.4.1. This instance had never been able to be configured on tablets since CRM 2013. The app refused to initialize after asking for the URL, account and password. It gave the same message on both apps: “We’re sorry Sorry, something went wrong while initializing the app.  Pease try again, or restart the app.”

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Searches for this brought back a known issue relating to CRM users who are associated with a child business units, but this was not the case here. https://support.microsoft.com/en-us/kb/2899860

That article led to a TechNet article on how to troubleshoot and enable tracing on tablets: http://www.microsoft.com/en-US/dynamics/crm-customer-center/enable-tracing-in-crm-for-tablets.aspx

I chose the iPad device for the trace, enabled tracing in settings, attempted to initialize the app, got the file from iTunes and found the following message deep in the log near the end:

2015-08-19 19:09:52 +0000 [INFO]: [PAL] | Error Message:System.ArgumentException: Cannot load resource that matches “query.DC35F396-6A35-4b3f-BE27-3F2F7BD9D8C4.cell.opportunityroleidname.label” identifier.
Parameter name: name
at Microsoft.Crm.Application.ResourceManager.BasicResourceManager.GetCultureString(String name, CultureInfo culture, IOrganizationContext context)
at Microsoft.Crm.Application.Controls.GridUtility.GetColumnInfo(IXPathNavigable nodePath, EntityMetadata entityMeta, DynamicMetadataCache metadataCacheForLabels, Boolean hasRelatedEntityColumns, String relatedEntityColDisplayNameMask, Int32 langCode, String gridId, Boolean isGridFilteringEnabledForCurrentView, IOrganizationContext context)
at Microsoft.Crm.Application.Controls.GridUtility.GetColumnsFromLayoutXml(IXPathNavigable layoutXml, EntityMetadata primaryEntity, Boolean hasRelatedEntityColumns, String gridId, Boolean isGridFilteringEnabled)
at Microsoft.Crm.Core.Application.WebServices.ApplicationMetadata.ApplicationMetadataFetchXmlConverter.Convert(ApplicationMetadataSourceObjectModel source)
at Microsoft.Crm.Core.Application.WebServices.ApplicationMetadata.ApplicationMetadataSourceRetrieverBase.RegenerateApplicationMetadataRecords(IEnumerable`1 sourceObjectModels, Boolean createOrUpdateInDb)
at Microsoft.Crm.Core.Application.WebServices.ApplicationMetadataService.Sync(ApplicationMetadataSyncRequest applicationMetadataSyncRequest)

The highlighted pointed to this post by Simon Trejtnar: https://community.dynamics.com/crm/f/117/t/149991 which ultimately was my issue. The “Opportunity Associated Extended View” view appeared to be damaged and was not used in the instance. In my instance of CRM Online, the view was not managed, so I was able to delete the “Opportunity Associated Extended View” from the list of views in the Opportunity entity using the customization interface.

After the view was deleted, I was able to successfully configure the Dynamics CRM table app on Windows 8.1, Windows 10 and IOS devices. Thanks Simon!

I hope this helps!

Steve 2015

Stephen V Noe
Dynamics CRM Architect, SME & Trainer

Posted in Configure, CRM 2013, CRM 2015, CRM Tablet App, IOS, Windows 10, Windows 8, Workarounds & fixes | Leave a comment

Dynamics CRM 2015 / 2013 New Feature Summary

I did a compilation of the new features if CRM 2013 and 2015 to update the training materials and to recertify. If you are making the upgrade from CRM 2011or upgrading your certifications, here is the summary of new stuff the team gave us:

Dynamics CRM 2015 New Features

  1. Interface
    1. Hierarchy Visualization
    2. Enhanced Mobile Sales Offline & Dashboard
    3. Outlook and Sync Enhancements
  2. Customization
    1. Entity
      1. Field Types:
        1. Simple Calculated
        2. Rollup
      2. Enhanced Business Rules.-
        1. If – Then
        2. Server Side – Plugin replacement
  3. Processes
    1. Enhanced Business Processes
      1. If then else
  4. Config
    1. Security Enhancements – hierarchy security model
    2. Field Level security available on all fields
  5. Application
    1. Search multiple entities
    2. Sales Product Taxonomy
      1. Family
      2. Bundle
    3. SLA Enhancements
    4. Microsoft Social Listening is now available for on-premises systems

CRM 2013 New Features

  1. Interface
    1. Command Bar
    2. Simplified Navigation
    3. Flat User Interface
    4. Auto Save
    5. Office 2013 Support
    6. Skype/Lync
    7. Apps for IOS, Win 8 PC
  2. Customization
    1. Entity
      1. Business Rules
      2. Image field type
    2. Forms
      1. Social Pane
      2. Quick Create Forms
      3. Quick View Forms
    3. Integrated Maps
  3. Processes
    1. Real Time Workflows
    2. Business Process Flow
    3. Actions
  4. Configuration
    1. Assign Security Roles to teams
    2. Server Side Sync of email

Steve Noe

Posted in CRM 2013, CRM 2015 | 1 Comment

Dynamics CRM Customization Course available on YouTube

In the process of updating my Dynamics CRM customization course, I reviewed all this video and realized (most of) it was still relevant to CRM 2015. In general, most everything you knew about CRM 2011 works just the same in CRM 2015. Once you get to the customization interface, it even looks the same.

There is a list of new features for CRM 2013 and CRM 2015, and I am working on that content before re-recording the entire series.

Check out the video playlist “Training: CRM Customization Topics” on BizITPro YouTube Channel 

Enjoy!

Stephen V Noe

Posted in Configure, CRM 2011, CRM 2013, CRM 2015, Customization, Training | Tagged | Leave a comment

Why it’s good to upgrade to Dynamics CRM 2013/2015 despite the interface changes

AKA: The (Recent) Evolution of Microsoft Dynamics CRM

I’ve been noticing a lot of customers have elected not to upgrade Dynamics CRM beyond the 2011 version.  Most of them have seen the new interface and have concerns on the impact on their users, similar to the concerns of many organizations when the new Microsoft Office ribbon came out.  In this blog, I will show why it is worth the effort and cost of moving to the most current Microsoft Dynamics CRM release within about 6-12 months of it’s release.

I started working with Dynamics CRM 3.0 in 2005. At the time, was a significant improvement over CRM 1.2, which some of my associates remember all too well. Dynamics CRM 2013 and 2015 are also significant improvements over previous versions and provide better usability/flexibility to techies and users alike.

Recently, I began updating my teaching slide decks for both applications courses and the technical courses from Dynamics CRM 2011 to CRM 2015.  I had expectations that I might have to do a complete rewrite of the decks due to all the changes. Once I got started, however, I realized that this was not the case.  I had to update all of the screen shots, but most the functions of CRM remained consistent. Sure, I had to add new sections where new features had been added and deal with the navigation changes, but the basic functions of Dynamics CRM still work the same way they always have except for the improvements. Yay!  The job took much less time than anticipated, always a plus!

So why is that important to you if you haven’t upgraded to CRM 2013 from CRM 2011?

The benefits

  • The 2013/2015 versions more productive & feature rich allowing faster and easier enhancement as well as more productive for users.
  • Much more powerful forms now let you include fields from parent entities on a form and much more
  • Can use new features such as calculated fields and rollup fields to reduce and eliminate custom code
  • More focus and support for current versions, especially if interfaced to other software

The drawbacks

  • Must retrain users on the new interface, but the new interface looks more intimidating than it actually is
  • Unsupported code won’t work without changes or in some cases rewrites. This also means testing all the changes before going live

I have to admit, I was intimidated by the new interface when CRM 2013 came out, but even without training, I was able to get up to speed pretty quickly.  That said, about 2 hours worth of user training and a day or two of use gets most end users up to speed on 2013/2015. As far as the techies are concerned, review the list of changes, watch some videos and you’ll be fine. I took all of the recorded partner training for CRM 2013 and 2015 in about 16 hours and did fine.

The improvements are worth the effort. The new navigation and interface are an improvement, easier to use, out of the way, and work on touch. Many new features provide a more robust customization environment, reducing the need for code and testing.

If you have been waiting, it’s a good time to take another look.

Stephen V. Noe

IMG_2806

Posted in CRM 2015 | Leave a comment