Surveys in CRM 2016

November 5, 2015 Leave a comment

In the pre-release documentation, Microsoft mentioned the addition of a new module for surveys. I think this is going to be a huge value addition to the product.

Voice of the Customer
Dynamics CRM 2016 includes a new survey designer to create and send out questionnaires to collect feedback from customers about your products or services. Customers can take a survey on a phone, tablet, or computer. When a customer completes a survey, rules in Dynamics CRM can trigger follow-up actions that occur immediately. Survey responses are stored with a customer’s record in CRM, so your teams see the customer feedback history as they work a sale or resolve a service case.

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SMS Marketing – CRM 2016

November 5, 2015 Leave a comment

In pre-release documentation, Microsoft mentioned the addition of a new marketing channel i.e. SMS marketing.

Marketers can truly go mobile. As a modern mobile marketer, you can create powerful SMS campaigns as well as integrate SMS marketing in your multi-channel campaigns. In this release, Dynamics Marketing will support both outbound and inbound SMS marketing in select markets. This means ability to:

1.) configure inbound SMS campaigns with SMS keywords to get SMS opt-ins
2.) maintain a database of opt-in and opt-out preferences of your marketing contacts
3.) send outgoing promotional SMS messages to opted in contacts for SMS
4.) tracking performance of your SMS campaigns

The capability to integrate SMS marketing in multi-channel campaigns truly stands out Dynamics Marketing in mobile marketing space and enhances its positioning as one of the best multi-channel integrated marketing management clouds for the modern marketer.

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Microsoft Dynamics CRM 2016 – First Look

October 14, 2015 Leave a comment

Microsoft recently released the preview guide and release overview video. Here are the details.

Microsoft_Dynamics_CRM_2016_Release_Preview_Guide

CRM 2015 Prerelease information

April 15, 2015 Leave a comment

Here is some CRM 2015 prerelease content from MSDN

 

Learn about:

Information for developers

 

Software Development Kit for Microsoft Dynamics CRM 2015

Learn about:

Information for end users

 

CRM Help & Training – The place to find end-user help and training. Videos, e-books, quick reference guides, walkthrough topics, FAQs, and more.

You’ll find:

Removing password expiration for 0365/CRM online.

January 24, 2015 Leave a comment

The maximum password expiration period which is configurable by using office 365 administration portal is approximately 2 years. You will have to consider using PowerShell tools if you want to use 0365/CRM online for more than two years.
The instruction given below can be applied to Windows 8 (64-bit operating system) and is the shortened version of managing Azure AD by employing Windows PowerShell.

  1.   In the first step, installation of the Microsoft Online Services Sign In assistant is done.
  2.   The second step involves the installation of Azure Active Directory module for Windows PowerShell. This is applicable for 64-bit version.
  3.   After installing Azure Active Directory, start Windows PowerShell and enter the following command:

Connect-MsolService

Set-MsolUser
– UserPrincipalName <user ID>

-PasswordNeverExpires $true

# The line given below will do it for all the account holders on the system.

Get-MSOLUser | Set-MsolUser

-PasswordNeverExpires $true

Configurations that are supported in CRM’s next release (CRM 2015)

January 9, 2015 Leave a comment

As the Microsoft CRM 2013 is being shifted and CRM 2015 is being released, the next release of the Microsoft dynamics is being looked forward to with great excitement. Similar to previous releases of Microsoft CRM, there is a need of adding and removing features from supported configurations for keeping current with technology in order to offer the best possible product.

The following operating systems are being removed from the CRM Server support matrix.

  • Windows Server 2008 R2
  • Windows Server 2008
  • Windows Small Business Server (For all versions)

The SQL Server Versions to be removed from the CRM Server Support Matrix are

  • Microsoft SQL Server R2
  • Microsoft SQL Server 2008 R2

The Microsoft Dynamics CRM removed for Outlook for :

  • Microsoft Office 2007
  • Windows Vista
  • Windows Server 2008 R2 Remote Desktop Services
  • Windows Server 2008 Remote Desktop Services

The current plan for CRM server is such that the Windows Server 2012, SQL Server 2012, Windows Server 2012 R2 can only be targeted for the time frame of the next release.

It should be noted that support for SQL Server 2014 with CRM Server 2012 being explored but no decision has been made presently.

Following are the specific changes to Microsoft Dynamics CRM application

Form system

The following form items are being removed:

  • Forms of Microsoft Dynamics CRM updated in Microsoft Dynamics CRM 2013
  • The forms that are read optimized

These changes imply that the forms must be upgraded for using the new Microsoft Dynamics CRM 2013 before the next release is upgraded.

Client API (JS)

The following clients SDK (JavaScript) APIs are being removed:

It implies that if any of the above mentioned API commands are being used by the customization, there is a high possibility of the code being broken one the CRM is upgraded.

Xrm.Page.ui.getFormType has been modified so that the possible return values are quick and to remove the Read Optimized and CRM QuickForm Types meaning that we will not get two values from getFormType. But this will not have much effect on code as forms types in CRM 2013.

Entities

Depreciation of the Product’s Kit type will take place. It means that the base testing will only be done and this feature will be removed in a future release. It will therefore be advised that the customizations are being updated so that this entity is not used.

Upgrade rules

On upgrade, the database merge has been made mandatory. It implies that during the Microsoft Dynamics 2013 upgrade to the next CRM, this process cannot be bypassed.

Browsers

Internet Explorer 8 and 9 versions are not supporting the CRM.

Microsoft Dynamics CRM for smart phones will not route automatically for internet explorer; instead through the main application. But that won’t be a good experience and any raised problems or glitches will be validated only on a supported browser.

2007 SDK SOAP Endpoint

Endpoint has been deprecated in CRM 2013 and will not be used any further. Make a habit of not using endpoint for any new extensions.

What’s new in Microsoft Dynamics CRM 2015?

December 28, 2014 Leave a comment

Microsoft Dynamics CRM 2015 make sure that the marketing professionals are offered the best tools that are required for delivering excellent customer experiences. Let’s take a look at what’s new in CRM 2015.

  1. Better Search: Microsoft Dynamics CRM 2015 has an improvised search which is easier and convenient for users to find the records of customers. Navigating to the record and finding them has been made easier by allowing the users to type keywords in the navigation bar’s search box. An Asterisk (*) is supported by the search box which enables searching across record type and getting complete list of the search results that match.
  2. Better User Experiences: Microsoft Dynamics CRM 2015 aims at bridging the gap between sales and marketing with the purpose of offering better customer experiences.
  3. Email Editor: Microsoft Dynamics CRM 2015 offers an email editor that makes the selection from templates easier and also enables the creation of emails by employing a drag and drop filled process .The CRM 2015 also provides an advanced editor for the users that are expert in HTML and CSS.
  4. Improvised Business Processes: Microsoft Dynamics CRM 2015 gives you the freedom to formulate branching rules as well as the capability to combine a number of conditions within a rule. With this feature, you can imagine the host of possibilities that the CRM 2015 offers!
  5. Increased Mobile Sales: It offers the users the flexibility of creating drafts even when the user is offline and these drafts can be very conveniently synchronized once the user is online. Also, the CRM 2015 enables a dashboard for a tablet.
  6. Improvised Business Rules: With the Microsoft Dynamics CRM 2015 there is no need of creating a large number of business rules for a simple logic string. It also makes the business rules work on the if/then logic and also provides the ability of combining expressions by employing and/Or.
  7. Enhanced Campaign Management Console: Microsoft Dynamics CRM 2015 has an updated campaign management console that includes embedded cross campaign and offers a/b testing. In order to be sure of the expected results, a/b having different objectives can be set up by the marketers.
  8. Sink and Outlook enhancements: Microsoft Dynamics CRM 2015 offers additional address fields for providing field level sinking. An additional perk is that the information can be added to a contact note by the end users and also can be prevented from being shared. The sunken fields would be flagged eliminating the need of guessing the fields visible in CRM.

There is no doubt that the new features offered in Microsoft Dynamics CRM 2015 will make you even more excited about it!

Click here to download the Microsoft-Dynamics-CRM-2015-Release Preview Guide