Thursday, November 7, 2019

Simplified the Solution Import releases in Dynamics 365 and Tricks around it


As we know that we have two types of solutions called Unmanaged and Managed.

In my definition:
Unmanaged - Developer's solution, I want to make a mess around it and play on things and it gives me all the freedom in the whole of dynamics works to dig out
Managed - Boss solution, very reserved. Devs are done with their play..now no more tweaking allowed, OVERALL "Its serious business now"

We always used to scratch our head and think loud when it comes to releases to the upper instances that what should we be using, and that pain sometimes let us do some crazy things which we regret later.

If every developer has been given a magic spell to make changes as or what they want in all the instances, they will love to have a bite on the UNMANAGED solution should be there everywhere with knowing the consequences around it.

Here I would be highlighting some core experiences I had where people are scared of Managed solution thinking that it might FAIL, NOT Upgrade or worst as usual ASK for DEPENDENCIES 😟

Have you ever wondered that those will be something wonderful when we consider the long run 🏃♂️

Unmanaged Solution

Pros: 
1. Full access to the customizations around any components
2. Merges politely anywhere at any point of time until unless any major dependency component is NOT missing in solution
3 Can be taken out and imported in and around all the instances (doesn't matter if the solution has been exported from Prod and imported to Dev)

Cons:
1. Cannot delete anything from solution import, you need to manually go into every instance and delete the part of customization NO longer in use
2. You will have no idea if by mistake something has been overwritten and changes cannot be rolled back (until unless you restore the whole instance) ... Sounds CRAZY. Right?
3. Might get a lot of unnecessary stuff merged in which is hard to separate from any other Managed changes on top of it

Managed Solution

Pros:
1. Best thing when it comes to importing the solution for business purpose and no top-up direct dev work required on the system
2. Easily replaces the deleted components in NEW solution by Stage For Upgrade functionality in the system (this will introduce an add-on upgrade solution called as holding solution which actually holds Data in live systems before replacing the existing solution of the same name and version the whole thing)
3. Best way to work things out using Patch solution around these in Business based Live or UAT systems. How would I do that? Create a patch of the main solution which is managed from a Dev instance and later out the required components in and get that imported to the target system. What is good about that? Ones you come up with another versioned new release you can just go in without worrying about the patch, it just merges all in automatically

Cons
1. No more freedom to tweak things directly in the Target system as you must follow a well-defined release process with set of approvals
2. It might fail for various scenarios if the solution has not been properly put (drives devs crazy so noted as Con but it’s something useful when we see the future consequences around end-user)

Hope this helps understanding a bit around solution. 😊


Sunday, December 28, 2014

“Need to start a transaction before commit” Fault Exception in crm 2011

My experience with this exception was pretty unique:

It was coming when the PLUGIN was trying to create an email record and the USER whom it is sending the mail is not having PRIMARY EMAIL ID.

Also, we can catch details into event viewer but those are too techy and very brief, so after alot of research we came to know that this is the PROB.

Hope it helps someone dealing with similar kind of issue.

:)

Microsoft Dynamic CRM 2015 - tidbits of "What's new coming"

Create product families: Boost selling effectiveness with the ability to bundle products and recommend related products for cross-selling/up-selling opportunities.

Use sales hierarchies: Manage and report on your sales data in a way that maps to your business. New hierarchical visualizations and roll-ups bring real-time territory and forecasting data to your fingertips.

Mobile sales improvements: Increase field sales productivity with flexible, role tailored dashboards and analytics, personalized home pages and the ability to navigate by hierarchy. This version of the tablet app also includes improved support for disconnected scenarios.

Access CRM records on the go via voice commands: Cortana is now part of Microsoft Dynamics CRM! For customers with Windows Phone 8.1, you can now use conversational voice commands to seamlessly create follow-up appointments, tasks, and phone calls; quickly find information; view your customer lists; and more. Note: This feature will be available in English only in markets where Cortana is available. Read about Cortana voice commands for CRM in the topic Take a tour of CRM for phones.

Enhanced sales processes: Guide sellers toward desired outcomes with enhanced branching logic within your sales processes. Increase impact via automation of business processes and enforcement of business rules across all devices.

Expanded case management functionality: Enable agents to provide differentiated levels of support with flexible Service Level Agreements (SLAs). Gain insight into service effectiveness with the ability to track and analyze key metrics like SLAs and thresholds.

Microsoft Social Listening availability: Microsoft Dynamics CRM Online customers with a minimum of 10 Professional users automatically have access to Social Listening as part of their subscription at no additional charge. Customers who have an Enterprise subscription also have access to Social Listening but with no minimum user requirement. You can add Microsoft Social Listening subscriptions from the Office 365 Administrative Portal.

Microsoft Social Listening for on-premises CRM customers: With this coming release, you can now access Social Listening directly from within Microsoft Dynamics CRM 2015 – even as an on-premises customer – and may also be eligible for a discounted rate. Contact your Microsoft Dynamics partner for more information.

Improvements in CRM for Outlook: Set up CRM for Outlook quickly and easily with the completely redesigned Configuration Wizard. With Microsoft Dynamics CRM 2015 for Outlook, users can sync assigned tasks and appointment attachments. Admins can control synchronization between pairs of fields, which provides confidence about where data is coming from and how it’s shared. For more information, see Set up CRM for Outlook.

Customizable help: Personalize the user assistance by tailoring the in-product Help content to match the specifics of your Dynamics CRM implementation. You can modify what displays under the Help question-mark icon at either an entity-specific or organization-wide level. Please read Customize the Help experience.

Isn't its AWESOME :)

Friday, January 11, 2013

Update Rollup 12 for Microsoft Dynamics CRM 2011

Finally the waiting period is over and we have UPDATE ROLL-UP 12 with us for Microsoft Dynamic CRM 2011 which provides support for multiple browsers and lots of extra yummy features.

Have a look for yourself from the following link:

http://www.microsoft.com/en-us/download/details.aspx?id=36229

Sunday, December 9, 2012

Working on problems regarding Office-365 credentials for Microsoft Dynamic CRM 2011 online


Microsoft has introduced a seperate admin portal having functionality of making

users having office-365 credentials in format xxxx@xxxx.onmicrosoft.com.

Solutions for operating plugin registration tool:

We have to introduce the general URL given as:
https://disco.crm5.dynamics.com

Then, proceed with provided office-365 Credentials

Having Username: xxxx@xxxx.onmicrosoft.com
and,     Password: *******

Simplified the Solution Import releases in Dynamics 365 and Tricks around it

As we know that we have two types of solutions called Unmanaged and Managed. In my definition: Unmanaged  - Developer's solutio...