CRM 2015 – Enhancements in creating business rules

Enhancements in creating business rules

In the initial release of business rules, you could only evaluate whether all conditions in a rule were true. In the upcoming release, you can use multiple logical expressions, with combined OR and AND operators, to define a more complex and rich business logic. With added support of the If-Else operators, creating branching logic is a simpler task. The business process flow branching capability is built on the new If-Else logic.

In addition, we will provide a capability to evaluate the business rules on the server. When you set the scope of the business rule at an entity level, the rule is evaluated on the server. In the previous release, we provided a simple declarative interface for you to apply form logic without writing JavaScript code. But, the rule logic was only evaluated in the clients that supported business rules, such as the CRM Web application or CRM for tablets. For the business rule logic that had to be evaluated on the server and applied to all clients you still needed to implement the plug-ins and run them on the server. With this release, you will be able to evaluate the business rules on the server and apply them to all clients without writing code. For example, you can move the logic for commonly used scenarios out of plug-ins into the entity-level business rules that you define in the CRM user interface. Also, the support for setting default values has been added to the business rules. For instance, if a company named Contoso does business only in the United States, a simple business rule can be implemented that on creation of an incoming lead, the country is automatically set to “U.S.A”.

CRM 2015 – New Features. Let the drooling begin.

Multi-Entity Quick Find (Da best) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/18/microsoft-dynamics-crm-2015-multi-entity-quick-find.aspx

Global Advanced Find : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/17/global-advanced-find-is-here-in-microsoft-dynamics-crm-2015.aspx

Custom & OOB Hierarchies (Booyah!): https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/17/customizing-hierarchies-in-microsoft-dynamics-crm-2015.aspx & https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/17/microsoft-dynamics-crm-2015-hierarchies.aspx

Calculated Fields : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/21/calculated-fields-in-microsoft-dynamics-crm-2015.aspx

Nested Quick Create Forms : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/18/nested-quick-create-in-microsoft-dynamics-crm-2015.aspx

Condition Operators (Above and Under for Hierarchies) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/18/nested-quick-create-in-microsoft-dynamics-crm-2015.aspx & https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/22/microsoft-dynamics-crm-2015-advanced-find-the-under-operator.aspx

Branching Business Process Flows (Awesome) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/24/branching-business-process-flows-in-microsoft-dynamics-crm-2015.aspx

Social Listening (for On-Premise) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/23/microsoft-dynamics-crm-2015-social-listening-coming-to-on-premises-crm-2015-installs.aspx

Unified Service Desk (Customer Service focused & cross app integration with CTI/Telephony): http://www.waynewalton.com/unified-service-desk-dynamics-crm/

Rollup Fields (Huge): https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/21/rollup-fields-in-microsoft-dynamics-crm-2015-what-are-they-and-how-do-they-work.aspx

More to come. Looking forward to seeing the CRM Power View client in action. This will bring CRM into the major leagues with BI Visualization.

Install Dynamics CRM Developers Toolkit

Problem:
Visual Studio must be installed before you can install Microsoft Dynamics CRM Developer Toolkit. or you get the dreaded “visual studio .net must be installed before you can install the Microsoft Dynamics CRM Developer Toolkit”

Prerequisites:

  • Microsoft Visual Studio 2012 (NOTE: Since VS2012 is also old, it needs supplements. Please download the service pack called “Update 4”)
  • Silverlight 4. (NOTE: This is a requirement for VS2010. You can create Silverlight projects in VS2012 OOB withing any additional installs.)
  • Windows Identity Foundation 3.5 (Download)

Solution:

As usual I started with most obvious path to solving all problems, Google. Results pointed to the obvious to scary.Here you go.

if you are not able to install Developer Toolkit for Microsoft dynamics CRM 2011 and faced an error as “visual studio .net must be installed before you can install the Microsoft Dynamics CRM Developer Toolkit”
Please try below, it works for me.
  • Go and “run as administrator” the PowerShell (x86)
  • Locate the folder that contains the .msi file (cd c:\…. etc)
  • run the powershell command: MSIEXEC /i crmdevelopertools_installer.msi
(/i argument stands for “install”)
Hope this helps.

CRM 2015 – Autumn Blitz Training

Gives an idea of what to expect for Fall Vega release, aka CRM 2015.

Registration open for the Autumn Blitz Training – get to know CRM 2015 http://blogs.technet.com/b/lystavlen/archive/2014/09/18/registration-open-for-the-autumn-blitz-training-get-to-know-crm-2015.aspx

When and How to use Child Workflows in Dynamics CRM

CRMguru

Girl on Dads shoulders_smallWhen is the right time to have your first child?

A difficult question with a whole range of possible answers, I’m sure you will agree, and there are other websites and forums much better placed to answer it. So instead I’ll answer something slightly easier and with more definitive answers which often comes up when I am delivering training for CRM customisers and super-users who build their own workflows:

When should I have my first child workflow?

There are simple answers to this and some more esoteric and more complex answers to this. Generally I would say there are six main use cases for child workflows, which I will discuss in this post in approximate order of obviousness (most to least).

1: “Let me get on with my job”

A very simple scenario for CRM 2011 – you want the user to work through a Dialog process…

View original post 3,219 more words

Cisco Unified CRM Connector for Microsoft® Dynamics CRM

Brief Overview

The Cisco ® Unified CRM Connector for Cisco Unified Contact Center Enterprise and Hosted and Cisco Unified Intelligent Contact Management provides contact centers with unified call flows, business processes, and desktops for both call handling and business-transaction navigation. With Cisco Unified CRM Connector, agents can place, receive, and transfer customer interactions with full, real-time access to customer data – saving money, increasing efficiency, growing revenue, improving monitoring, and facilitating enhanced customer service.

Product Overview

Modern call centers need unified call flows, business processes, and desktops for both call management and business-transaction navigation. Cisco Unified CRM Connector provides these capabilities in a ready-to-use solution with integrated support for Microsoft Dynamics CRM. Cisco Unified CRM Connector for Microsoft Dynamics CRM adds screen pop, click-to-dial, and automatic logging capabilities to contact centers that use Microsoft Dynamics CRM software – so agents can place, receive, and transfer customer calls with comprehensive, real-time access to Microsoft Dynamics CRM customer data.

Your business can save costs, improve efficiency, and enhance customer service by using Cisco Unified CRM Connector to integrate your Microsoft Dynamics CRM customer database applications with Cisco Unified Contact Center solutions.

Cisco Unified CRM Connector for Microsoft Dynamics CRM is the central server component that manages the real-time flow of interactions between the Microsoft Dynamics CRM desktop user interface and the contact center. Cisco Unified CRM Connector gives Microsoft Dynamics CRM clients access to enhanced contact center functions and allows contact centers to more efficiently manage all types of customer interactions and deliver exceptional levels of customer service.

How Cisco Unified CRM Connector for Microsoft Dynamics CRM Works

Through tight integration, Cisco contact centers can enable telephony (computer telephony integration [CTI]) functions in the Microsoft Dynamics CRM desktop, including phone controls, caller identification, and screen population. Agents can place, receive, and transfer customer interactions with full, real-time access to Microsoft Dynamics CRM customer data. The Cisco Unified CRM Connector for Microsoft Dynamics CRM features an open architecture that easily and transparently integrates through standard .NET services to deliver interactions to an enhanced desktop.

Read more about CRM Connector here.

How to obtain FetchXML

OK. I think this comes up more often that you can remember. I hope this helps with anyone trying to learn CRM and how to put FetchXML queries to use.

1. Login into the CRM Web Application.
2. Go to the Entity you want to build a FetchXML Query.
3. From HomeGrid view of the Entity, select “Advanced Find”.
4. If you want FetchXML of an existing View, pick the view or if creating a new one, select NEW for the view.
FetchXML.xml from Advanced Find

5. Once you have built your Query (aka Saved Query), click on Download FetchXML. Save FetchXML.xml file.

Open it in a text editor and Viola, you have your FetchXML Query.

In case you were wondering how to get Layout XML, look up my other post here.

Enjoy!.