Office 365 Administration: Control the CRM Online instances users are created in

The great thing about Office 365 is the ability to conveniently manage your users and other services in a single place. One challenge you may face is that the default behavior for CRM Online is that all Office 365 users granted a CRM license are created as a user in every CRM instance in that tenant. Where this can be a problem is when you want to restrict where users are created for security reasons. Below we’ll discuss how to change the default behavior and control what users are created in each CRM instance. Continue reading “Office 365 Administration: Control the CRM Online instances users are created in”

What’s New: Dynamics CRM Online (Carina) API Enhancements

“A Hubble Cosmic Couple” by NASA Goddard Space Flight Center is licensed under CC BY 2.0

As an ongoing concern CRM architects and developer should continue to review the latest features and capabilities of the platform. Keeping up to date on exactly what is new or changed is not an easy task as there is no official “checklist” for what’s new when upgrading to a new version of the platform. This blog is especially for anyone that wants to be able to know about the latest platform enhancements especially targeted at data migration and integration concerns. The following are what you should consider when reviewing your customizations for CRM 2015 Carina or CRM 2016 (Ara). Continue reading “What’s New: Dynamics CRM Online (Carina) API Enhancements”

Are multi-version deployments coming to CRM?

I recently came across an interesting piece of information about CRM online and how they are addressing the issue of downtime between upgrades. When I first started using CRM I wondered if it was possible to run multiple versions in the same deployment. What I mean is for example Tenent A is 2013 UR1 and Tenent B is version 2015. The obvious answer is no you can’t but I thought that would be very convenient. Part of the reason this wasn’t possible was due to the system design and everything kind of being rolled up into one monolithic system. It’s seems that this may be changing. Continue reading “Are multi-version deployments coming to CRM?”

CRM Integration: Things you should know about integration types

Integrations are typically an integral part of an enterprise CRM application. In a happy day scenario the system will always be up and not encounter issues. Unfortunately we know for a fact that this will not always be the case. Ultimately there are 3 major data integration styles which I’ll describe and discuss in concept. Continue reading “CRM Integration: Things you should know about integration types”

What happens when you sell services, but CRM only understands physical products?

Out of the box CRM hosts various mechanisms and features around products. They tie into opportunities, quotes, orders, and invoices allowing for sales automation scenarios. What’s nice about it is that it provides a lot of functionality that most businesses might need such as working with various price lists, discounts, automatic calculation of order totals and such. Coming in CRM Carina there will even be additional functionality in regards to related product suggestions for up selling and cross selling. As great as all this is there is one challenge with the concept of products in CRM and that is it is focused on the sale of physical goods, but perhaps there may be a way to work around this and play nice with the out of box platform behaviors. Continue reading “What happens when you sell services, but CRM only understands physical products?”

CRM Integration: Good for Dynamics CRM MoCa Client Highlights

There’s been a lot of people asking for when there will be a Good Dynamics Integration.  Well it’s official that there will be a Good Dynamics application. The Dynamics CRM application for Good is in the Apple app store right now undergoing certification. A separate CRM application will be available for integration with Good. If you haven’t activated the application you’ll get the standard activation screen where the activation key and passcode must be entered. Continue reading “CRM Integration: Good for Dynamics CRM MoCa Client Highlights”

CRM Challenge: The new CRM 2015 (Vega) Pre-Operation Ownership Assignment Restriction

There are project scenarios where team record ownership is the best method of controlling security. This could easily be achieved by writing a plugin that would assign records to the correct owning team. This nirvana is unfortunately going to be a challenge now because of changes made to the platform security model. Continue reading “CRM Challenge: The new CRM 2015 (Vega) Pre-Operation Ownership Assignment Restriction”

CRM Code Review: 32 things to check in your code

I’ve had the opportunity to experience some of the pros and cons of various coding styles and techniques over the years. Over time I myself have performed code reviews not only to address performance, but also to resolve execution failures that were not easy to solve. Below are some of the things I try to keep in mind whenever I sit down to look at code on a project. I think they will also serve you as well. Continue reading “CRM Code Review: 32 things to check in your code”