Friday, 30 October 2015

New features listed in Microsoft Dynamics CRM 2016

Microsoft released the preview guide for the new release this month, so we thought we would give our readers a taste of some of the upcoming features that we are most excited about! 

First off, let’s break down some of the basics. Microsoft Dynamics CRM 2016 Online is set to be released in December of this year. The name of the game with CRM 2016 is customer service. Microsoft is really focusing on helping companies “deliver customer experiences that are personalized, proactive and predictive.” The 2016 update will include Dynamics CRM; Parature, from Microsoft; Dynamics Marketing; and Microsoft Social Engagement.
Microsoft is striving to drive home four major themes: Productivity, Intelligence, Mobility and Unified Service. They are also investing heavily in Dynamics Marketing and Microsoft Social Engagement, which bodes well for all areas. Let’s dive into some of the features we are the most excited about overall! 

Online: Guided User Experience


Below are some of the enhancements that are in store for Dynamics CRM 2016:
  • New Excel Templates: Dynamics CRM 2015 allows you to conduct analysis in Excel directly within the platform, view sales data in familiar Excel templates, get analysis and insights directly into the sales process and efficiently manage sales forecasts, eliminating time and effort required to switch between applications. In addition, it allows you to export and analyze Excel data from your mobile device with Dynamics CRM 2016 apps for tablets and smartphones.
  • CRM App for Outlook: Getting key sales capabilities within the Outlook desktop and mobile browser has become more streamline. You will be able to open documents using different applications like Word or PowerPoint on various devices like iPads and smartphones. Now, you have the option to get contextual information from Dynamics CRM delivered right in your mailbox for quick and easy review.
  • Improved Outlook Experience: Harness the power of O365 Groups, in 2016, you can get easy access to Excel templates and create personalized sales documents in Word. Easily track emails and add contacts with the touch of a button from within an email. You can also generate new records to track emails through a web browser on a PC, or a mobile browser on a smart phone.
  • Enhanced Mobile Experience: Full offline capabilities are now available for your sales and service professionals on smart phones and tablets across all major operating systems. Quickly complete sales related activities while on the go and streamline important deals, accounts and activities with verbal instruction to Cortana.
  • SMS Marketing: Build your sales pipeline and chart out your marketing activities, from planning, and execution to measuring your marketing performance. You’ll be able to create powerful SMS campaigns and integrate them with your multi-channel campaigns. Easily configure inbound SMS campaigns, send outgoing promotional SMS messages and maintain a database of your marketing contacts.
  • Cloud Enhancements: Discover information that’s most relevant and interesting to you. Track documents wherever they are stored (via OneDrive or O365). You will also be able to get a list of trending documents from Delve inside CRM. View a consolidated set of documents across SharePoint, OneDrive for Business and O365 groups. Discover information that can help you with your current opportunities or accounts.
  • Cortana Integration: Dynamics CRM 2016 embeds various sales activities, accounts and opportunities into Cortana to provide the most relevant information to your sales team. Get access to advanced data management and advanced analytics capabilities and improve your customer service with the Cortana Analytics Suite.
  •  
    Sales: Cortana Integration
  • Improved Document Generation: Build personalized sales documents with Document Generation using pre-defined Word and Excel templates with one click. Ultimately, saving you time in building documents. Automatically have CRM data from account summaries, quotes and invoices, and product sheets extracted.
  • Enriched Data and Analytics: Turn business critical data into intelligent action and achieve elevated business transformation. Obtain intelligent product suggestions for cross-selling and recommend solutions to solve customer service issues. You will also be able to gain insights into your business and efficiently predict customer needs with Azure Machine learning.
  • Microsoft Social Engagement: Evaluate and drive social engagement within Dynamics CRM 2016. Easily pinpoint leads from social media and understand social buzz around a product. You’ll instantly gain access to powerful social tools and connect with customers, partners and prospects on various social media sites. Obtain social insights about your brand and get a true understanding of your position in the industry.
    Social: Social Listening and Social Analytics

Superior Customer Engagement
Superior customer engagement is the principal goal of Dynamics CRM 2016. By delivering end-to-end customer solutions across field service, assisted service and self-service, Dynamics CRM 2016 drives its entire focus on delivering remarkable customer experiences. Reap benefits of productivity and intelligence through a single platform to personalize experiences and have proactive and contextual interactions with customers to identify and meet their distinct needs.
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Wednesday, 28 October 2015

11 Websites everyone should visit daily

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Wednesday, 21 October 2015

Top Photo Image Editing Software you must know

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Saturday, 17 October 2015

Learn Microsoft Dynamics CRM Step By Step


Table of Contents

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Call external WCF service into Plugin or Workflow

Since custom workflows and plugins are essentially class libraries, there is no associated config file which can hold the binding details of the WCF service. So, to consume a WCF service, a proxy file needs to be generated using svcutil.exe. This command needs to executed from the command prompt. Now to generate the proxy file, navigate to the location of the svcutil.exe on the machine and execute the following:

svcutil.exe /language:cs /out:proxy.cs /config:app.config http://server:port/servicename.svc

A proxy.cs file is generated at the location of the svcutil.exe. This proxy.cs needs to be included in the workflow or plugin solution.

The binding for the WCF serviceshould be set in the code as follows:

BasicHttpBinding myBinding = new BasicHttpBinding();
myBinding.Name = "<Give a Binding Name here>";
myBinding.Security.Mode = BasicHttpSecurityMode.None;
myBinding.Security.Transport.ClientCredentialType = HttpClientCredentialType.None;
myBinding.Security.Transport.ProxyCredentialType = HttpProxyCredentialType.None;
myBinding.Security.Message.ClientCredentialType = BasicHttpMessageCredentialType.UserName;
EndpointAddress endPointAddress = new EndpointAddress(" http://server:port/servicename.svc");
WCFClient client = new WCFClient(myBinding, endPointAddress);
The ‘client’ object will now be able to access the WCF service methods for e.g. client.insertDetails("Parameter_1", " Parameter_2");
AIM: To call an external WCF service from a custom workflowor a plugin.
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Mostly asked interview questions with answers on MS Dynamics CRM Part 3

1)  What is a Plug-in?
        
            A plug-in is custom business logic that you can integrate with Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online to modify or augment the standard behavior of the platform. Plug-ins are event handlers since they are registered to execute in response to a particular event being fired by the platform.

2) What is a workflow?

             Workflow enables automation of business processes during which documents, information, or tasks are passed from one party to another and actions are performed according to a set of rules. Workflow provides many out-of-the-box components that business users and administrators can use to model their business processes. Microsoft Dynamics CRM offers developers a new mechanism to extend and customize the standard behavior to achieve the functionality that their business applications require.

3) Difference between CRM 2011 Plug-In and Workflow

Criteria
Plug-in
Workflow
Execution before or after the core platform operation (Create, Update, Delete, and so on)
Executes immediately before or after the core operation (synchronous).Can also be queued to execute after the core operation (asynchronous).
Queued to execute after the core operation (always asynchronous).
Performance impact on the server
Synchronous plug-ins can increase the platform’s response time because they are part of the main platform processing.Asynchronous plug-ins have less impact on server response time because the code is run in a different process.
Less impact on server response time because the code is run in a different process.
Security restrictions
To register a plug-in with the platform requires a System Admin or System Customizer security role and membership in the Deployment Administrator group.
Users can interactively create workflows in the Web application.However, to register a custom workflow activity, the deploying user must have the same security roles as those required for registering plug-ins.
Microsoft Dynamics CRM version (SKU) support
Supported in Microsoft Dynamics CRM Online when registered in the sandbox. May be supported in partner-hosted installations at the discretion of the partner.
Workflows without custom workflow activities are supported by all product versions. Custom workflow activities are not supported on Microsoft Dynamics CRM Online.
Length of processing time
A plug-in registered for synchronous or asynchronous execution is restricted to complete its execution within a 2 minute time limit. 
Works well for either short or long processes.

Works when the Microsoft Dynamics CRM for Outlook client is offline
Both online and offline are supported.
Workflows do not execute when offline.
Process and data persistence
Plug-ins execute to completion. Plug-ins must be written to be stateless where no in-memory data is persisted.
Workflows can be paused, postponed, canceled, and resumed through SDK calls or by the user through the Web application. The state of the workflow is automatically saved before it is paused or postponed.
Impersonation
Plug-ins can perform data operations on behalf of another system user.
Workflows cannot use impersonation.

4)  Difference between plugin vs workflow (asynchronous vs synchronous)

  •  Workflows and by extension, custom workflow activities, execute totally asynchronously. 
  •  Plugins can execute both asynchronously and synchronously.
  • Workflows can be manually executed, or automatically triggered by selected events. 
  • Workflows can be limited to automatically execute within specific organizational scopes (ie. Org, BU, Parent and Child BUs, or for the Owner only). 
  •  Plugins are always triggered by the messages to which they're subscribed, though some Messages allow limiting  execution based on whether certain attributes have been passed into the Message.
  • Workflows can be turned  off (by unpublishing).  Plugins are always on.  Custom workflow activities can be used in many Workflows.  
  • Workflows can be developed through the Workflow design interface. 
  •  Plugins must be developed in Visual Studio.Workflows do not require compiling (though custom workflow activities do). 
  •  Plugins and custom workflow activities must be compiled and deployed through processes external to CRM.
      In short: though only asynchronous in nature, Workflows allow an unimpeachable degree of flexibility and ease of configuration which Plugins do not afford, and their administration can be granted to power users of CRM without necessary access to the server or platform code.  Plugins offer the highest degree of security and performance and surpass Workflows in capability and ability to augment platform operations.
When speed of execution, security of process, and validity of data are integral, I choose Plugins.  When flexibility, functionality reuse, and optional user involvement are integral, I choose Workflows.
 
5) When will you use workflow and when will you use Plug In.?

           With the CRM 4.0 and 2011 enhancements to the plug-in and workflow engine as well as the introduction of the web based workflow designer I've seen many CRM developers asking the same question: When should I use workflow vs. plug-ins?   The answer is “depends”; the right approach is determined by the characteristics of the task that you are trying to accomplish.  

The following matrix gives you my take on this:

Requirement
Plug-in
Workflow
Needs a synchronous action to happen before or after an event occurs
X
The same piece of logic will be executed for different events and possibly on different entities
X
x
The logic needs to be executed while offline
X
Needs elevation of privileges (impersonation)
X
Needs to execute on events other than assign, create, update, setstate
X
The process/logic may take a long time to complete or will be a persistent process (multiple long running steps)
x
Needs an asynchronous action
x
x
End users will need to modify the process logic
x
Child sub processes will be triggered
x



6) What is Microsoft Dynamics CRM E-mail Router?

        Ms CRM E-mail Router is a software component that creates an interface between a Microsoft Dynamics CRM deployment and the organization's messaging system. The E-mail Router routes qualified email messages to the Microsoft Dynamics CRM system as email activities and fully integrates with different messaging systems, such as Microsoft Exchange Server, Microsoft Exchange Online, POP3, and SMTP. The E-mail Router includes the functionality for sending email through any desired SMTP provider and for receiving email from Microsoft Exchange Server or from a POP3 server. Additionally, the Forward Mailbox feature remains available.

7) Should I have Microsoft Exchange Server installed in my Active Directory domain?
        
         You do not need to have Microsoft Exchange Server installed to send and to receive email messages from Microsoft Dynamics CRM. You can use  external or in-house SMTP and POP3 services to send and to receive email messages
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Mostly asked interview questions with answers on MS Dynamics CRM Part 2

Following are the mostly asked questions in Wipro, Infosys, TCS, Accenture and HCL

 1.What are the new type of workflows introduced in MS CRM2013.
 Answer: a.Action.  b.Business Process workflow.

2.What is the Business Rules in Ms CRM?

3.Business Rules,JavaScript Method which one trigger the first?
Answer: javascript method is clientside program and syncronous and business rules are asynchronous process so javascrit execute first.

4.What is the realtime workflow ?

5.Realtime workflow trigger first or plugin will trigger first?
 Answer: By default plugin will trigger first.

6.How should is change execution order between synchronous workflow and Plugin?
 Answer: we have tool synchronous event order in ToolBox by using we can able to update Rank of workflow.
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