Some changes here

As a loyal recuring visitor, you may have noticed same changes here in the last week.

  • I removed the small little image that indicates about which product a blog entry is written.
    From time to time Microsoft makes some changes on the logos and they have guideline for its usage and I’m
    not interested in taking about care such things anymore, so do without it.

  • The <-more-> TAG has been removed.
    I don’t wan’t to oppress me with my own design rules. Less clicks for you people.

  • I switched from multilingual entries to English only.
    The first time I have only written in German to support and interact with the German community.
    Then I added English to reach more people and have a greater audience. At the end there is no interaction,
    no matter in which language. So I spare me the double work.

Final words

I think you will profit from the restructuring because I will have less work with creating content and
I’m able to “fast publish” posts because I’m not stick at any layout.

 


CRM 2016 and Firefox 49 issue with notes

Since a few weeks I hear from more and more CRM users that their CRM notes have disappeared. They are all using Dynamics CRM 2016 (Online or Onprem) and Firefox. Other combinations are currently not affected. So it must be an CRM 2016 and Firefox 49 issue with notes on how Firefox retrieves the notes or displays them.

Analysis

You can very quickly see that it is “only” a display problem when you opening the same CRM record with two different Browsers.

on Firefox 49

CRM 2016 and Firefox 49 issue with notes

on Chrome 54

CRM 2016 and Firefox 49 issue with notes

But, what happens? To find this out we have to deep dive into the CSS styling of CRM.
The Firefox developertools show us that Firefox has calculated “transparent” as color for the notetext.

CRM 2016 and Firefox 49 issue with notes

A look into the CSS source file shows us what Microsoft has defined as color.

CRM 2016 and Firefox 49 issue with notes

Exkurs: CSS coloring
Colors in CSS can be specified by the following methods:
  • HTML color names (140 named colors are available)
    {color: Aqua;}
  • RGB colors
    {color: rgb(0, 170, 255);}
  • RGBA colors
    {color: rgba(0, 170, 255, 0.5);}
  • HSL colors
    {color: hsl(200, 100, 100);}
  • HSLA colors
    {color: hsla(200, 100, 100, 0.5);}
  • Hexadecimal notation of RGB colors
    {color: #00AAFF;}
  • Hexadecimal shorthand notation of RGB colors. The browser doubles here every digit.
    {color: #0AF;}

CRM 2016 and Firefox 49 issue with notes

Now it is clear to you that Microsoft uses the hexadecimal notation, but not if it also wants to use the shorthand notation. Browsers until now ignored the fourth digit and interpreted it as shorthand notation and calculated #000000 (Black) for the note text. Till now we are talking about an inaccuracy that nobody has disturbed.

Firefox 49 Release Notes from September 20, 2016 – SOURCE
Excerpt: “Added support for specifying colors with an alpha channel using 4- and 8-digit CSS hex color values (#RRGGBBAA and #RGBA)”

BAM! There is the problem. Mozilla introduces the hexadecimal and hexadecimal shorthand notation of RGBA colors
Starting from Version 49, Firefox interprets Microsoft’s inaccuracy as an #RGBA value and calculates #00000000 from it what is black with 0% opacity as result.

Solution

The solution can only be delivered by Microsoft and is already included in Dynamics 365 (CRM V8.2). So I think it will be also fixed within the next update for CRM 2016.

Workaround

Instead of telling you to avoid Firefox until Microsoft provide a fix, I created a small script that corrects the color attribute for the notes. I know, it’s unsupported.

Drag and drop the “CRM Notes Firefox Fix” button on your Firefox bookmark toolbar to use it as bookmarklet. Click it each time you don’t see notes on CRM.

 


Dynamics CRM Online license model – May 2016


NOTE! This post is out of date.

My ‘Dynamics CRM Online license model‘ post from November 2013 is the 3rd popular post of my blog.
As it isn’t up-to-date anymore, it gets time for an update. In the meanwhile MSCRM has received more features and other prices.
What’s still the same is the amount of instances and storage you get inclusive. Social Engagement is also still available with 10+ Professional and/or Enterprise Licenses.
If this is a completly new information for you, have a look at my above mentioned post from the year 2013.

Dynamics CRM Online license model details

The following informations are taken from the Microsoft Dynamics CRM Online pricing and licensing guide.

Legend:

E = Enterprise P = Professional
B = Basic E = Essential

Use Right
Employee Self Service USL E P B E
Accounts, Contacts, Activities and Notes E P B E
Post & follow activity feeds and Yammer collaboration E P B E
Use a queue item E P B E
Read articles E P B E
Shared Calendar E P B E
View Announcements E P B E
Run workflows (automated or on-demand), dialogs and process E P B E
Use relationships and connections between records E P B E
Read and write records from custom entites E P B E
Use Saved views and create personal views E P B E
Use Quick-Search and Advanced find E P B E
Export data to Microsoft Excel or perform mail merge E P B E
Use Dynamics CRM on Mobile Client, iPad, Windows 8 App, Outlook (Windows) and Web E P B E
Lead capture, scoring, routing, assignment E P B
Qualify and convert a Lead to an Account or Contact E P B
Associate an Opportunity with an Account or Contact E P B
Associate a Marketing List with an Account or Contact E P B
View SLAs, Case management and Interactive Service Hub E P B
Convert an Activity to a Case E P B
Add or remove a Connection (stakeholder, sales team) for an Account or Contact E P B
Create and update announcements E P B
User reports, charts and dashboards E P B
Create, update, customize and run Reports E P B
User Interface integration for Microsoft Dynamics CRM E P B
Import data in bulk E P
Configure duplicate-detection rules and auditing E P
Define connections and relationships between entities E P
Define and configure queues E P
Define and configure workflows and dialogs E P
System reports, charts and dashboards E P
Customize entities, fields, forms and views E P
Administer CRM E P
Opportunities, Quotes, Orders and Invoices E P
Convert a lead or an activity to an Opportunity E P
Products, Price Lists and Sales literature E P
Territories, Competitors and Goals E P
Marketing Lists, Campaigns and Quick-Campaigns E P
Contracts and Contract templates E P
Configure SLA policies and Entitlements E P
Unified Service Desk E P
Create and Publish Knowledgebase Articles E P
View and Use Knowledgebase in CRM GUI E P
Create and Publish Articles, use article templates E P
Facilities/Equipment E P
Define and configure business units and teams E P
Define and configure services, resources and work hours E P
Full Mobile Offline sync E P
Read AX application data E P
Email published Voice of the Customer Surveys E P
View Voice of the Customer Survey Results and Survey Outcomes E P
Create & Publish Voice of the Customer Surveys E

Dynamics CRM Online Enterprise

Don’t forget, that this table shows only CRM concerning details, but with the Dynamics CRM Online Enterprise license you have also access to Social Engagement (Enterprise instead of Professional), Dynamics Marketing and Parature.

 


Enhancements to Sandboxes

Today I get E-Mail where Microsoft announces that Dynamics CRM Online gets tomorrow enhancements to Sandboxes. The new features have already been announced during the Carina beta programm and now the get rolled out. Below I will paste you the details Microsoft has send with this E-Mail.

Enhancements to Sandboxes


We are pleased to let you know there are future enhancements to Dynamics CRM Online Sandbox instances!

What is a Sandbox instance?
A Sandbox instance is any non-production instance of Microsoft Dynamics CRM Online. Isolated from production, a Sandbox instance is the place to safely develop and test application changes with low risk.

How should I use a Sandbox instance in my environment?
You should always use Sandbox instances when you test new functionality, such as a product update, a new add-on solution, changes to a form, or any customization you may include. You will be able to schedule your Sandbox instance to be updated prior to your production update, allowing you to test first.

What’s coming in regards to Sandbox instances in CRM Online 2015 Update 1?

  • Switching an instance enables administrators to easily change the CRM Online instance type:
    • Switch to production – ability to change an instance from Sandbox to Production
    • Switch from production – ability to switch an instance from Production to Sandbox
  • Deleting a Sandbox instance provides the ability to remove an existing sandbox when it is no longer needed:
    • Delete allows you to recover sandbox licenses and storage
    • You must switch production instances to sandboxes before you can delete them.
  • Enhancements to instance reset provides the ability to change your base language and currency during the reset. This allows you to use a single sandbox for testing across many different languages or currencies.

Outage duration: 0 minutes

 


Enable Silverlight for Chrome 42-44

Google has decided to disable the support for the Netscape Plugin Application Programming Interface (NPAPI), due to security reasons. Starting with disabling it in current version 42 and removing it’s support completely in future version 45.
As we CRM people often have addons that run on Silverlight, here is to actiate NPAPI and enable Silverlight again.

Pre-requirements


You need to have a Chrome version lower than 45 and Silverlight (you can get it here) installed on your system.
You can check your Chrome version by typing “chrome://chrome” in the addressbar.
ChromeVersion

Enable NPAPI


First step is to enable NPAPI plugins in general. Type “chrome://flags” in your addressbar, search for “NPAPI” and enable it.
ChromeEnableNPAPI

After that you need to restart Chrome.

Enable Silverlight


Now you can type “chrome://plugins” in your addressbar and enable Silverlight again.
ChromeEnableSilverlight

 


Microsoft Dynamics Timeline

At the eXtreme CRM 2015 in Madrid we played all together the “Dynamics CRM Trivia” at the evening event and I realized that I do have absolutely no idea about the time before I started in 2011 with Dynamics CRM. In addition to that the release cycles have become increasingly shorter and more products were added and I am also only hardly able to remember when was which released. To fill both gaps at once, I have created this Dynamics CRM timeline.

Microsoft Dynamics Timeline

Short introduction, to the left it goes into the past and the release dates are accurate to the month.

If you want to create a timeline by yourself, you can do it at knight lab.

 


Integrate Social Listening in Dynamics CRM Online

About two years ago, Microsoft has acquired the Swiss startup “Netbreeze” and integrated under the name “Microsoft Social Listening” in the Dynamics world. With the Wave Spring 15 Update the tool was renamed again in “Microsoft Social Engagement“, you do not only hear your customers, now you interact with them.
Social engagement is a pure online service and is available as a Standalone Version or for Dynamics CRM Online customers free of charge with a minimum of 10 CRM Professional licenses.
I will now show you how to integrate Social Listening into Dynamics CRM Online. Notice that the connection with Dynamics CRM OnPremise works differently.

Dynamics CRM Configuration

Requirements for linking the two services are:

  • Both services are in the same Online Services Tenant.
  • The users have a licence for both products.
  • At least Dynamics CRM Online 2013 (V6.0), that should already apply to all CRM Online customers..
  • The users have the URLs from both services in the local Intranet Zone.

Built in a form

In the “Insert” tab of the form editor, you will find the item “insights from social media”. This you could also add multiple times to the fomular.

Configuration for a single record

Unfortunately, both services are not so closely linked together that automatically the correct data is pulled, therefore you have to say what you would like to see for which record. “Configuring insights from social media” click on it.

Built in a Dashboard

The configuration for Dashboards works similarly to the configuration in the form editor.

Good to know

Should you have multiple CRM instances in the same tenant have one, you can also connect them with your Social Listening instance.

Reset the integration

The settings you have made in your records and dashboards can you easily resetet globally. Simply going back “Microsoft Social Listening configuration”.

 


Dynamics CRM Bookmarklets V2

About a half year ago, I’ve shared my Dynamics CRM Bookmarklets collection with you. Currently the collection has been reworked several times and the number of Dynamics CRM Bookmarklets Sammlung has been nearly doubled. I was influenced particularly with the new ideas for the bookmarklets by Jukka’s ‘CRM Navigation Hacking’ and Markus ‘Find Dependencies for Uninstalling Solutions’.

Compared to my first “Dynamics CRM bookmarklets” article, the display format has changed. Mainly because the implementation was not working clean as a hyperlink. In addition, some functions were still packed in an anonymous function.

Do you want to use one of bookmarklets, you just need to creat any bookmark in the bookmark toolbar of your browser and you change the URL to “javascript: (function () {…” and everything after the line comes from.

If you work with several browsers and want to your bookmarks synced in all of them I can recommend you Xmarks.

Updates!

  • 2017-09-21: added “open record by id”
  • 2017-09-21: updated “update view”
  • 2015-07-19: added “new solution” and “open default solution”
  • 2015-04-26: added “open perfomance center”
  • 2015-04-19: added “update view”
  • 2015-04-15: added “clear localStorage” and “clear seesionStorage”

Should you have own ideas or bookmarks that I have not covered here, you can send me them very gladly.

 


E-mail tracking with custom email fields

Anyone who has ever worked with the Dynamics CRM for Outlook client, is familiar with the procedure of email tracking. You press the “Track” button and the CRM client creates on an e-mail record on the CRM server which again resolves the recipient and sender addresses, and linked to the corresponding records. But what if I want to same more e-mail addresses?

Are e-mails tracked when the e-mail adress is noted in a custom field?

The entity “Contact” has by default already three e-mail address fields. So, I’ve created a custom field as the fourth e-mail field.

When creating your own e-mail address field, it is important that chooses the “e-mail” format. So the CRM know that it can search here for e-mail addresses. By the way is then performed a validation in this field and the e-mail address is formatted as a mailto link, so that your email client will directly open when you click it.

new email field for contact

Next, I’ve created a contact record with four different e-mail addresses and wrote them a message to them and tracked it.

Conclusion to E-mail tracking with custom E-mail fields

In the following screenshot you can see that it works perfectly. All present and the new e-mail address field are actually assigned only by tracking to the contact, to set a regarding was not necessary.

contact with four mail addresses

 


Microsoft Dynamics Online Services Support und Service

Sobald ihr ein Abonnement für einen Microsoft Online Service abschließt (Azure zählt nicht dazu) erhaltet ihr für diesen Service kostenfreien Support von Microsoft. Darüber hinaus gibt es drei weitere kostenpflichtige Microsoft Dynamics Online Services Support und Service Pläne, mit denen Microsoft seine Kunden schneller/besser versorgt und Ihnen weitere Mehrwerte bietet.

Microsoft Dynamics Online Services Support und Service Pläne

Gemeinsamkeiten

Bei allen Microsoft Dynamics Online Services Support und Service Plänen kann man unlimitiert Anfragen per Telefon oder Webformular erstellen.
Man erhält Zugang zu Selbsthilfe Material und zu den diversen Community Foren. Gerade wenn es um die Erweiterung der Lösung geht sind die Community Foren der richtige Anlaufpunkt. Hier tummeln sich viele Gleichgesinnte die einem wertvolle Tipps geben können.
Außerdem gibt es für alle Microsoft Online Services ein Service Health Dashboard.

Subscription

Der Subscription Plan ist der kostenlose Support Plan der in jedem Abonnement verfügbar ist. Wenn ihr mit diesem eine Service Anfrage erstellt, erhaltet ihr innerhalb eines Werktags, zu euren örtlichen Geschäftszeiten, eine erste Antwort von einem Tier 3 Engineer. Ihr werdet dazu bevorzugt per Telefon oder falls ihr nicht erreichbar seid per E-Mail kontaktiert.
Zum Selbststudium erhaltet ihr Zugang zur Selbsthilfe Material.

Enhanced

Wollt ihr einfach nur schnellere Reaktionszeiten ist dies der richtige Plan für euch. Hier erhaltet ihr innerhalb von zwei Stunden, entsprechend euren lokalen Geschäftszeiten, die erste Antwort vom Support.
Zusätzlich erhaltet ihr Zugang zu eLearning Material.

Professional Direct

Mit dem Professional Direct Plan spielt man schon in einer anderen Liga. Die erste Antwort erhaltet ihr hier innerhalb von nur einer Stunde. Ein Tier 2 Engineer kontaktiert euch zu egal welcher Uhrzeit. Ihr solltet also auch zu sehen dass ihr selbst rund um die Uhr zu erreichen seid.
Das Trainingsmaterial welches ihr ab diesem Plan erhaltet ist auf eure Bedürfnisse anpassbar.
Zusätzlich erhaltet ihr monatlich von einem Service Delivery Manager Informationen und Eskalations-Unterstützung zu euren laufenden Anfragen und Analysen zu bisherigen Anfragen. Außerdem werdet ihr über den Status eurer Lösung informiert und erhaltet Unterstützung bei der Planung von Updates.
Ein Service Delivery Manager kann euch auch eingeschränkt beratend zur Seite stehen.

Premier

Willkommen in der Oberliga. Eure erste Antwort auf eine Service Anfragen erhaltet ihr hier ebenfalls rund um die Uhr innerhalb einer Stunde, aber diesmal von einem Tier 3 Engineer.
Monatlich kontaktiert euch ein, oder besser gesagt euer, Service Delivery Manager. Dieser steht euch auch beratend und proaktiv mit Verbesserungsvorschlägen zur Seite und besucht euch, falls nötig, auch vor Ort.

Übersicht