5 Perks of a Cloud-Based Solution

A question we get asked often is whether or not a cloud-based solution is right for a customers business. The pro’s and con’s are easy enough to think on without a fancy degree in computer technology. Let’s take a look at the key reasons we think you should consider the cloud:

Up and running in no time with money to save

If your company is looking to switch to an ERP, but are deterred by the cost – saving time on hardware installation can be the deal-breaker. Deploying a new solution on-premise can take a while because of procuring and installing the IT infrastructure. Implementing a cloud ERP can easily cut your deployment time in half.

 “We already have hardware though!”

That’s okay. If your company has an ERP solution, but outdated hardware – again, this might be the deal-breaker. We won’t lie, a hardware refresh can be expensive. A transition to the cloud could cut your cost exponentially by placing the hardware ownership on your cloud-based provider’s shoulders instead of on yours.

Hardware, installation, and maintenance costs going to your cloud-based provider frees up your finances for taking your business to new heights.

Pay As You Go

Some companies are just starting up and some have variable staff based on the jobs and projects lined up at the time. Spending thousands on a hardware solution is a huge commitment if you aren’t sure where you want to take your business yet or who’s clocking in next week. A cloud-based solution allows you to purchase the exact number of licenses you need each month on a month-to-month basis. No muss, no fuss!

Accessible From Everywhere

A huge perk of a cloud-based solution is having the ability to access your data everywhere. Working from home, the office, or even on the road – just got easier.

Better security

Cloud-based providers are often held to a higher standard by many organizations. This pressure means your cloud-based provider will ensure their systems have industry-standard data security certifications, disaster recovery, and back up procedures in place.

Find out more about implementing NAV in the cloud! Contact us today.

Dynamics CRM Tech Document Zen master in 5 Minutes

Some topics that are published on TechNet and MSDN are versioned. This means that with a couple of clicks you can easily switch between similar topics that apply to a different version of Microsoft Dynamics CRM.

Here’s how it works using the “Other Versions” picker.

Go to a versioned topic, such as Deploying and administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2015

Click Other Versions located just under the topic title to present the drop down list of available topics by version.

Here are a few more notable features to be aware of when you view our TechNet and MSDN content.

Also located just under the topic title is the product family and versions that the topic applies to.

Versioned topics have (v=crm.x) appended to the URL, where x is the major version number, such as 5, 6, or 7. You can also access a topic without (v=crm.x) in the URL and the default topic is displayed. By design, the default topic is the most recent version of Microsoft Dynamics CRM.

Search engines typically only index the default version. This means, if you search on content specific to an earlier version of Microsoft Dynamics CRM, the default topic page will appear in the search results instead of the earlier version topic. To view the earlier version, you click the corresponding link in the search results and then use the version picker described earlier to load the topic.

Don’t forget that you can always submit feedback directly to the Microsoft Dynamics CRM content publishing team by either clicking the Send comments about this article to Microsoft link located at the bottom of every online topic or use the Was this page helpful widget integrated with all TechNet and MSDN pages.

Thanks!

Matt Peart, Senior Technical Writer

Some topics that are published on TechNet and MSDN are versioned. This means that with a couple of clicks you can easily switch between similar topics that apply to a different version of Microsoft Dynamics CRM.

Here’s how it works using the “Other Versions” picker.

Go to a versioned topic, such as Deploying and administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2015

Click Other Versions located just under the topic title to present the drop down list of available topics by version.

Here are a few more notable features to be aware of when you view our TechNet and MSDN content.

Also located just under the topic title is the product family and versions that the topic applies to.

Versioned topics have (v=crm.x) appended to the URL, where x is the major version number, such as 5, 6, or 7. You can also access a topic without (v=crm.x) in the URL and the default topic is displayed. By design, the default topic is the most recent version of Microsoft Dynamics CRM.

Search engines typically only index the default version. This means, if you search on content specific to an earlier version of Microsoft Dynamics CRM, the default topic page will appear in the search results instead of the earlier version topic. To view the earlier version, you click the corresponding link in the search results and then use the version picker described earlier to load the topic.

Don’t forget that you can always submit feedback directly to the Microsoft Dynamics CRM content publishing team by either clicking the Send comments about this article to Microsoft link located at the bottom of every online topic or use the Was this page helpful widget integrated with all TechNet and MSDN pages.

Thanks!

Matt Peart, Senior Technical Writer


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Announcing UX Design Guidelines for Microsoft Dynamics CRM White Paper

We are pleased to announce the release of a new white paper “UX Design Guidelines for Microsoft Dynamics CRM”! 

Link: https://www.microsoft.com/en-us/download/details.aspx?id=48268

Microsoft Dynamics CRM underwent a major user experience (UX) refresh with the release of Microsoft Dynamics CRM 2013 and enhanced further in subsequent releases. This white paper will give insight to the key design principles behind this refresh but as importantly how to take best take advantage of them in implementation projects.

The key objectives of this document are therefore to:

  • Illustrate how to use the new features introduced in or after Dynamics CRM 2013 to create a delightful experience to end users.
  • Explain how designing solutions for versions in or after Dynamics CRM 2013 should differ from designing solutions for CRM 2011.

This document isn’t intended to explain the technical details of the UX components. Instead, it’s a collection of best practices based on real life customer scenarios.

We hope you find the whitepaper helpful. We plan to continue to enhance this whitepaper with new ideas. Please post your comments here and stay tuned!

Cheers,

Hayley Bass

Roger Gilchrist

Prashanth GanapathyRaj

We are pleased to announce the release of a new white paper “UX Design Guidelines for Microsoft Dynamics CRM”! 

Link: https://www.microsoft.com/en-us/download/details.aspx?id=48268

Microsoft Dynamics CRM underwent a major user experience (UX) refresh with the release of Microsoft Dynamics CRM 2013 and enhanced further in subsequent releases. This white paper will give insight to the key design principles behind this refresh but as importantly how to take best take advantage of them in implementation projects.

The key objectives of this document are therefore to:

  • Illustrate how to use the new features introduced in or after Dynamics CRM 2013 to create a delightful experience to end users.
  • Explain how designing solutions for versions in or after Dynamics CRM 2013 should differ from designing solutions for CRM 2011.

This document isn’t intended to explain the technical details of the UX components. Instead, it’s a collection of best practices based on real life customer scenarios.

We hope you find the whitepaper helpful. We plan to continue to enhance this whitepaper with new ideas. Please post your comments here and stay tuned!

Cheers,

Hayley Bass

Roger Gilchrist

Prashanth GanapathyRaj


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Updated Scalable Security Modeling white paper is now available

We’re pleased to announce the publication of an updated version of the Scalable Security Modelling white paper incorporating updates related to Dynamics CRM 2015.

In particular this version includes updates to reflect:

  • The new Hierarchy security modelling options introduced in Dynamics CRM 2015
  • An expanded section on the way that privileges work and can be used in an implementation
  • A case study on optimising a design for scalability

The paper can be accessed from the download centre in the section for Performance and Scalability Documentation here http://www.microsoft.com/en-us/download/details.aspx?id=45905

Cheers,

The Dynamics CRM Solution Architect Team 

 

 

 

 

 

 

We’re pleased to announce the publication of an updated version of the Scalable Security Modelling white paper incorporating updates related to Dynamics CRM 2015.

In particular this version includes updates to reflect:

  • The new Hierarchy security modelling options introduced in Dynamics CRM 2015
  • An expanded section on the way that privileges work and can be used in an implementation
  • A case study on optimising a design for scalability

The paper can be accessed from the download centre in the section for Performance and Scalability Documentation here http://www.microsoft.com/en-us/download/details.aspx?id=45905

Cheers,

The Dynamics CRM Solution Architect Team 

 

 

 

 

 

 


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Data Loader Service: How to Use (Part 2 of 2)

This blog post is the second in a two-part post about the Data Loader Service.  The first post can be found here.  

This post details a quick walk-through of how to use the service and various features.

Configuring Data Loader Service

There are 2 steps that need to be completed before this service can be used.

Step 1: Deploy the Data Loader runtime for a specific CRM organization

Data Loader for every CRM organization needs to deploy a new runtime module to ensure data isolation across organizations and to stay closer to the data center of the specified CRM organization.

1. Click on “Deploy runtimes” tile

2.  Click on the “+” button and fill in the data in the pop up screen. Select the CRM organization that you would like to import data to and click “Deploy“ button on the page.


3.  Deploy will take approximately between 15-30 minutes.

4.  Your deploy is ready when the grid reflects “Running” status as below

Step 2. Configure the flat file format.

1.  On the main dashboard click on “Configure file format” tile.

2.  In the “Configure file format” page, click on “+” and enter the necessary information pertaining the flat file format. Here is the example of the standard CSV format.

3.  Click save.

Now you are ready to start importing data into CRM organization.

Importing data

1.  Click on the “Import” tile on the dashboard

2.  This will start a wizard, follow the steps. Here you can upload data for more multiple entities as needed.

3.  On the “3. Map fields” step, the service will do the best effort matching, of the source file columns to the target entity. For the unmapped fields you could choose to complete that mapping or ignore.

Another key point to note is, the drop down for target fields also displays any alternate keys that were defined on the lookup entities. So you can map the alternate keys for your lookup columns.

 

4.  At the end of the wizard, give a name to the project and click on “Start data job”. This will start processing the uploaded files and import them to the cloud staging environment.

This is not starting the “Import to CRM” yet.

Viewing the Job execution details

1.  Click on the specific job’s card view on the dashboard.

2.  This will open the Job Details page, which is divided into 3 tabs:

  • Source tab.  This will display the success or error encountered while processing the files into staging table. If there are any records which the service was not able to import into staging, it will display it as an error with details.
  • Staging tab.  This is one of the important part of this service. This reflects all the records that were successfully imported in the cloud staging, in CRM, in errored etc. In this view user can run data quality validations and fix errors.
  • “Import to CRM” tab.  This tab displays the progress status after import to CRM has started.

Run data quality services

1.  On the Jobs details page, click on “Staging” tab

2.  To run DQS, click on “Validate” as shown below. This will validate two things, metadata validation and look up validation. Depending upon the number of records this might take a few minutes, and you could start validate on all the entities parallel if needed.

3.  At the end of validate, it will change certain records into “Not Valid” status – see the pic below.

Fix errors in Excel

1.  User can fix the errors in Excel, by clicking on “Download to excel” button. This button is in the staging tab as shown below.

2.  This will open excel. Click “Sign in” and enter the CRM credentials. Once authenticated, this will load all the errored records.

3.  Review the error message and fix the records. After the records are fixed, click on “Publish”. This will publish the fixed records back to staging. You would need to refresh the data in the staging grid to see the changes.

Start Import to CRM

After the data has been validated and fixed in staging, you are ready to start the import to CRM action. This will basically start import for all the entities in the current data job.

1.  Click on “Import to CRM” – as seen below.

2.  Once the import to CRM has started, the progress of the import can be viewed in “Import to CRM” tab

Any records that did not make it in CRM will remain in the staging grid in “Errored” status with detail error message that was received from CRM web service. The user can review the error messages and fix the records again in Excel and retry import. This service enables iterative import of data until all the records that are required are imported.

Refresh CRM Metadata in Data Loader

Once the Data Loader runtime is deployed, and thereafter if there are metadata changes or customization added on CRM side, then you would need to follow the steps below to refresh the metadata in Data Loader.

1.  Click on “Deployed runtimes” on the main dashboard

2.  Select the CRM organization in the grid and click on the refresh icon over the grid.

This will start refreshing the metadata. It might take several minutes before the refreshed metadata is reflected.

Cheers,

CRM Product Team

This blog post is the second in a two-part post about the Data Loader Service.  The first post can be found here.  

This post details a quick walk-through of how to use the service and various features.

Configuring Data Loader Service

There are 2 steps that need to be completed before this service can be used.

Step 1: Deploy the Data Loader runtime for a specific CRM organization

Data Loader for every CRM organization needs to deploy a new runtime module to ensure data isolation across organizations and to stay closer to the data center of the specified CRM organization.

1. Click on “Deploy runtimes” tile

2.  Click on the “+” button and fill in the data in the pop up screen. Select the CRM organization that you would like to import data to and click “Deploy“ button on the page.


3.  Deploy will take approximately between 15-30 minutes.

4.  Your deploy is ready when the grid reflects “Running” status as below

Step 2. Configure the flat file format.

1.  On the main dashboard click on “Configure file format” tile.

2.  In the “Configure file format” page, click on “+” and enter the necessary information pertaining the flat file format. Here is the example of the standard CSV format.

3.  Click save.

Now you are ready to start importing data into CRM organization.

Importing data

1.  Click on the “Import” tile on the dashboard

2.  This will start a wizard, follow the steps. Here you can upload data for more multiple entities as needed.

3.  On the “3. Map fields” step, the service will do the best effort matching, of the source file columns to the target entity. For the unmapped fields you could choose to complete that mapping or ignore.

Another key point to note is, the drop down for target fields also displays any alternate keys that were defined on the lookup entities. So you can map the alternate keys for your lookup columns.

 

4.  At the end of the wizard, give a name to the project and click on “Start data job”. This will start processing the uploaded files and import them to the cloud staging environment.

This is not starting the “Import to CRM” yet.

Viewing the Job execution details

1.  Click on the specific job’s card view on the dashboard.

2.  This will open the Job Details page, which is divided into 3 tabs:

  • Source tab.  This will display the success or error encountered while processing the files into staging table. If there are any records which the service was not able to import into staging, it will display it as an error with details.
  • Staging tab.  This is one of the important part of this service. This reflects all the records that were successfully imported in the cloud staging, in CRM, in errored etc. In this view user can run data quality validations and fix errors.
  • “Import to CRM” tab.  This tab displays the progress status after import to CRM has started.

Run data quality services

1.  On the Jobs details page, click on “Staging” tab

2.  To run DQS, click on “Validate” as shown below. This will validate two things, metadata validation and look up validation. Depending upon the number of records this might take a few minutes, and you could start validate on all the entities parallel if needed.

3.  At the end of validate, it will change certain records into “Not Valid” status – see the pic below.

Fix errors in Excel

1.  User can fix the errors in Excel, by clicking on “Download to excel” button. This button is in the staging tab as shown below.

2.  This will open excel. Click “Sign in” and enter the CRM credentials. Once authenticated, this will load all the errored records.

3.  Review the error message and fix the records. After the records are fixed, click on “Publish”. This will publish the fixed records back to staging. You would need to refresh the data in the staging grid to see the changes.

Start Import to CRM

After the data has been validated and fixed in staging, you are ready to start the import to CRM action. This will basically start import for all the entities in the current data job.

1.  Click on “Import to CRM” – as seen below.

2.  Once the import to CRM has started, the progress of the import can be viewed in “Import to CRM” tab

Any records that did not make it in CRM will remain in the staging grid in “Errored” status with detail error message that was received from CRM web service. The user can review the error messages and fix the records again in Excel and retry import. This service enables iterative import of data until all the records that are required are imported.

Refresh CRM Metadata in Data Loader

Once the Data Loader runtime is deployed, and thereafter if there are metadata changes or customization added on CRM side, then you would need to follow the steps below to refresh the metadata in Data Loader.

1.  Click on “Deployed runtimes” on the main dashboard

2.  Select the CRM organization in the grid and click on the refresh icon over the grid.

This will start refreshing the metadata. It might take several minutes before the refreshed metadata is reflected.

Cheers,

CRM Product Team


Source;

Data Loader Service: Preview Feature for Microsoft Dynamics CRM Online (Part 1 of 2)

Customers are facing challenges with data migration scenario, where each customer/partner has to write custom code or use 3rd party tools to import large volume of data. To help alleviate this pain point, Microsoft Dynamics team has developed a cloud Data Loader service for Dynamics CRM Online. The key benefit of this service is the ability to move your data between flat files and CRM Online, and cut down on implementation costs. We’re pleased to announce preview of this service that will empower organizations to better manage their data import/export processes. The preview supports only import operation, and the export will come in the next update of the feature.

This new Data Loader is available as a preview to North American based Dynamics CRM Online organizations. It supports CRM 2015 Online Update1 and the upcoming release. 

Important

Microsoft doesn’t provide support for this preview feature. A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Microsoft Dynamics CRM Technical support won’t be able to help you with issues or questions. Preview features aren’t meant for production use and are subject to a separate supplemental terms of use for preview features

In this post, I will be sharing the following high level topics for the Data Loader.

Key Benefits

Getting Started

Preview features

Known Limitations

Send us feedback

Key Benefits

  • Quick and easy to configure import of data
  • Eliminate writing custom code against CRM SDK for importing data and thus cutting down on the implementation time and cost
  • Supports bulk loading of data
  • It’s available at no cost 

Getting started 

The Data Loader preview is enabled by default for all CRM administrators. Use the following steps to access the service:

  1. Navigate to link https://lcs.dynamics.com/DataLoader/Index.
  2. Click on Sign in and enter your CRM administrator credentials.

NOTE: This CRM admin also needs to be a Service or Global admin in AAD (Azure active directory).

This will log you in the service, and you are ready to use.

For detailed walk through of how to use this service – refer to the blog post Data Loader Service: How to Use (Part 2 of 2).

Preview features

  • All data uploaded is encrypted
  • Support for update and creates
  • Support for flat files with any delimiter
  • Edit and re-use data mappings
  • Excel app for fixing invalid data in the staging db and iterate over the data
  • Parallel processing to support bulk loads
  • Import of multiple entities in one data project
  • Handles auto detection of insert order and relationships
  • Imports historical data like closed activities, older Created date
  • Achieve high throughput 

Preview limitations

  • Only supported for North America geography
  • No support for email attachments
  • No Web API support for accessing the tool
  • Limited to flats files as source data format
  • Scheduling Jobs not supported
  • Dynamics CRM On-Premises is not supported

Send us your feedback

We are making this preview available so that you can try it and let us know what you think. Your feedback will help us prioritize work to include the capabilities you need most. We ask that you give us your questions, suggestions and report problems from right inside of the Data Loader user experience, it’s the Smiley feature as shown below. 

Cheers,

CRM Product Team

Customers are facing challenges with data migration scenario, where each customer/partner has to write custom code or use 3rd party tools to import large volume of data. To help alleviate this pain point, Microsoft Dynamics team has developed a cloud Data Loader service for Dynamics CRM Online. The key benefit of this service is the ability to move your data between flat files and CRM Online, and cut down on implementation costs. We’re pleased to announce preview of this service that will empower organizations to better manage their data import/export processes. The preview supports only import operation, and the export will come in the next update of the feature.

This new Data Loader is available as a preview to North American based Dynamics CRM Online organizations. It supports CRM 2015 Online Update1 and the upcoming release. 

Important

Microsoft doesn’t provide support for this preview feature. A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Microsoft Dynamics CRM Technical support won’t be able to help you with issues or questions. Preview features aren’t meant for production use and are subject to a separate supplemental terms of use for preview features

In this post, I will be sharing the following high level topics for the Data Loader.

Key Benefits

Getting Started

Preview features

Known Limitations

Send us feedback

Key Benefits

  • Quick and easy to configure import of data
  • Eliminate writing custom code against CRM SDK for importing data and thus cutting down on the implementation time and cost
  • Supports bulk loading of data
  • It’s available at no cost 

Getting started 

The Data Loader preview is enabled by default for all CRM administrators. Use the following steps to access the service:

  1. Navigate to link https://lcs.dynamics.com/DataLoader/Index.
  2. Click on Sign in and enter your CRM administrator credentials.

NOTE: This CRM admin also needs to be a Service or Global admin in AAD (Azure active directory).

This will log you in the service, and you are ready to use.

For detailed walk through of how to use this service – refer to the blog post Data Loader Service: How to Use (Part 2 of 2).

Preview features

  • All data uploaded is encrypted
  • Support for update and creates
  • Support for flat files with any delimiter
  • Edit and re-use data mappings
  • Excel app for fixing invalid data in the staging db and iterate over the data
  • Parallel processing to support bulk loads
  • Import of multiple entities in one data project
  • Handles auto detection of insert order and relationships
  • Imports historical data like closed activities, older Created date
  • Achieve high throughput 

Preview limitations

  • Only supported for North America geography
  • No support for email attachments
  • No Web API support for accessing the tool
  • Limited to flats files as source data format
  • Scheduling Jobs not supported
  • Dynamics CRM On-Premises is not supported

Send us your feedback

We are making this preview available so that you can try it and let us know what you think. Your feedback will help us prioritize work to include the capabilities you need most. We ask that you give us your questions, suggestions and report problems from right inside of the Data Loader user experience, it’s the Smiley feature as shown below. 

Cheers,

CRM Product Team


Source;

PowerShell module for performing data operations and manipulating user and system settings in CRM

Did you ever wish to perform all these operations in Microsoft Dynamics CRM using PowerShell:

  • Create, retrieve, update, and delete records in CRM
  • Manage CRM security by adding/managing users, teams, and their roles
  • Import and export CRM solutions
  • Manage user and system settings

While some of it was possible earlier using the official CRM PowerShell cmdlets, it required using multiple PowerShell snap-ins.

Introducing Microsoft.Xrm.Data.PowerShell module for CRM, created by  Kenichiro Nakamura and Sean McNellis, which provides you a single PowerShell module with over 60 PowerShell functions to perform data operations in CRM and manipulate user and system settings. The module is built using the Microsoft.Xrm.Tooling.CrmConnector.PowerShell snap-in, and the two XRM Tooling PowerShell cmdlets (Get-CrmOrganizations and Get-CrmConnection) are also part of this module.

The Microsoft.Xrm.Data.PowerShell module for CRM works with CRM online and CRM 2013 and later (on-premises). To use this module, you require PowerShell 4.0 or later.

After you have downloaded and imported the Microsoft.Xrm.Data.PowerShell module on your computer:

  • Use the following command to display a list of functions available in the module:

Get-Help *crm*

  • The PowerShell functions in the module come with in-built help to enable you to use these functions effectively. Use the following command to get detailed help on a function (say Import-CrmSolution):

Get-Help Import-CrmSolution -Detailed

For detailed information about the module, and how to import and use it, see Microsoft.Xrm.Data.PowerShell module for CRM.

We look forward to your feedback, and will be adding more PowerShell functions in the coming days.

Kenichiro Nakamura, Sr. Premier Mission Critical Specialist, is based out of Japan and works supporting PMC customers.

Sean McNellis, Sr. Premier Field Engineer, is based out of North America and works supporting Dynamics CRM customers.

Blog (English): http://blogs.msdn.com/CrmInTheField
Blog (Japanese): http://blogs.msdn.com/CrmJapan
Twitter: @pfedynamics 

Did you ever wish to perform all these operations in Microsoft Dynamics CRM using PowerShell:

  • Create, retrieve, update, and delete records in CRM
  • Manage CRM security by adding/managing users, teams, and their roles
  • Import and export CRM solutions
  • Manage user and system settings

While some of it was possible earlier using the official CRM PowerShell cmdlets, it required using multiple PowerShell snap-ins.

Introducing Microsoft.Xrm.Data.PowerShell module for CRM, created by  Kenichiro Nakamura and Sean McNellis, which provides you a single PowerShell module with over 60 PowerShell functions to perform data operations in CRM and manipulate user and system settings. The module is built using the Microsoft.Xrm.Tooling.CrmConnector.PowerShell snap-in, and the two XRM Tooling PowerShell cmdlets (Get-CrmOrganizations and Get-CrmConnection) are also part of this module.

The Microsoft.Xrm.Data.PowerShell module for CRM works with CRM online and CRM 2013 and later (on-premises). To use this module, you require PowerShell 4.0 or later.

After you have downloaded and imported the Microsoft.Xrm.Data.PowerShell module on your computer:

  • Use the following command to display a list of functions available in the module:

Get-Help *crm*

  • The PowerShell functions in the module come with in-built help to enable you to use these functions effectively. Use the following command to get detailed help on a function (say Import-CrmSolution):

Get-Help Import-CrmSolution -Detailed

For detailed information about the module, and how to import and use it, see Microsoft.Xrm.Data.PowerShell module for CRM.

We look forward to your feedback, and will be adding more PowerShell functions in the coming days.

Kenichiro Nakamura, Sr. Premier Mission Critical Specialist, is based out of Japan and works supporting PMC customers.

Sean McNellis, Sr. Premier Field Engineer, is based out of North America and works supporting Dynamics CRM customers.

Blog (English): http://blogs.msdn.com/CrmInTheField
Blog (Japanese): http://blogs.msdn.com/CrmJapan
Twitter: @pfedynamics 


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New Knowledge Management in Microsoft Dynamics CRM 2016 release

In Today’s world, the success of an organization is directly linked to the quality of customer service it provides. The only way to do customer-centricity right is to offer customers the right information. Knowledge management is considered as one of the most important pillar of customer service that helps organization give their customers the right data at the right time to solve their problems.

As Bob Stutz mentioned in his blog post, Microsoft Dynamics CRM 2016 comes with a new knowledge management solution. With this new solution, you can quickly turn customer feedback and issues into knowledge articles. Content authoring and update of knowledge articles is enabled in the interactive service hub. Here are the main features that come with the Knowledge Management offering in CRM 2016 release: 

  • Rich Content authoring – Knowledge management comes with a rich text editor that makes content authoring simple. It also allows advanced features like paste from word, and supports editing the sourceHTML code.
  • Embedded images and Videos –You can now embed videos and images to the knowledge articles. Videos and images help in describing things better.
  • Versioning – You can now create versions of a knowledge article. It is possible to create major and minor version. This allows Knowledge manager to publish earlier versions and simultaneously have the authors work on the new (current) versions.
  • Translation – Knowledge articles supports translating a knowledge article in ~164 languages. It also maintains a link among all translations of an article. Please note that there is no out of box actual content translation that happens with Knowledge article. CRM just marks the article for translation so the knowledge manager can pick all the articles that need to be translated and pass it on to the translation vendors.
  • Knowledge Management dashboards – There are out of box interactive dashboards for Knowledge Manager (new roles introduced) and Knowledge Author. They provide quick glimpse of knowledge authoring stages.

Figure 1 My Knowledge Dashboard

Figure 2 Knowledge Manager Dashboard

  • Life cycle and article review business process flows – A typical knowledge management process like authoring, review, approval, expiry is enabled out-of-the-box through business process flows. These can be extended through customization and solution based on your business scenario.
  • Schedule Publish Expiry – Knowledge management supports scheduling knowledge articles for publishing and expiry.
  • Knowledge management context search – Knowledge management supports embedding the knowledge article search in any entity form in CRM. The search is set up to automatically search knowledge articles based on the configured field of a record. 

This is a list of few main features of the new Knowledge management solution. More blogs will follow to cover these features in detail.

Regards,

Niraj Yadav

In Today’s world, the success of an organization is directly linked to the quality of customer service it provides. The only way to do customer-centricity right is to offer customers the right information. Knowledge management is considered as one of the most important pillar of customer service that helps organization give their customers the right data at the right time to solve their problems.

As Bob Stutz mentioned in his blog post, Microsoft Dynamics CRM 2016 comes with a new knowledge management solution. With this new solution, you can quickly turn customer feedback and issues into knowledge articles. Content authoring and update of knowledge articles is enabled in the interactive service hub. Here are the main features that come with the Knowledge Management offering in CRM 2016 release: 

  • Rich Content authoring – Knowledge management comes with a rich text editor that makes content authoring simple. It also allows advanced features like paste from word, and supports editing the sourceHTML code.
  • Embedded images and Videos –You can now embed videos and images to the knowledge articles. Videos and images help in describing things better.
  • Versioning – You can now create versions of a knowledge article. It is possible to create major and minor version. This allows Knowledge manager to publish earlier versions and simultaneously have the authors work on the new (current) versions.
  • Translation – Knowledge articles supports translating a knowledge article in ~164 languages. It also maintains a link among all translations of an article. Please note that there is no out of box actual content translation that happens with Knowledge article. CRM just marks the article for translation so the knowledge manager can pick all the articles that need to be translated and pass it on to the translation vendors.
  • Knowledge Management dashboards – There are out of box interactive dashboards for Knowledge Manager (new roles introduced) and Knowledge Author. They provide quick glimpse of knowledge authoring stages.

Figure 1 My Knowledge Dashboard

Figure 2 Knowledge Manager Dashboard

  • Life cycle and article review business process flows – A typical knowledge management process like authoring, review, approval, expiry is enabled out-of-the-box through business process flows. These can be extended through customization and solution based on your business scenario.
  • Schedule Publish Expiry – Knowledge management supports scheduling knowledge articles for publishing and expiry.
  • Knowledge management context search – Knowledge management supports embedding the knowledge article search in any entity form in CRM. The search is set up to automatically search knowledge articles based on the configured field of a record. 

This is a list of few main features of the new Knowledge management solution. More blogs will follow to cover these features in detail.

Regards,

Niraj Yadav


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Embedded Knowledge Article Search Widget in CRM

As Bob Stutz mentioned in his blog post, Microsoft Dynamics CRM 2016 introduces a new knowledge management solution. With this solution, you can embed the Knowledge Article Search on any entity in the Dynamics CRM. For more information about new knowledge management solution, read New Knowledge Management in Microsoft Dynamics CRM 2016 release.

How to Configure Knowledge Article Search with Dynamics CRM

You can activate Knowledge Search on different entities, which means that users can search and view knowledge articles from any entity. Out of the box, the Knowledge Search is already activated on the Case entity. To activate it on any other entities, follow the steps below.

1.  Navigate to Settings > Business > Service Management

2.  Under Knowledge Base Management, click Embedded Knowledge Search. This will open the knowledge Base Management Settings wizard.

3.  In Knowledge Base Management Settings wizard, select the record types (ex: Account) that you want to place Knowledge Article Search on. By default, Case is selected.

4.  Dynamics CRM supports the use of the CRM knowledge articles as well as the Parature Knowledge articles. To configure it with CRM Knowledge articles, select Dynamics CRM from the Knowledge Solution dropdown.

5.  If user has support for portal then turn on the portal and provide the external URL format. Otherwise, you can skip this step.

6.  Click Next to go to the Knowledge Base Management Settings summary page.

7.  Click Finish to complete the setup wizard.

How to add Embedded Knowledge Search control to the Form

Once you’ve activated the knowledge search on different entities, you can add the KM Control on those entity forms.

1.  Open the form editor and click on the form’s section (example, Social Pane) where you want to add this control. Now click the Insert tab, and then click Knowledge Base Search. The Set Properties dialog box opens where you can set the properties of the Knowledge Base Search control.
2.  Set the display and formatting settings by entering the name, label, filter criteria and additional options and then click Set.
 
 
3.  Now go to Home and click on Save and then click on publish. This will complete the setup.

Now open the entity record and check the section where you have added this control. The Knowledge Base Search pane (control) should show up there.

The Knowledge Base Search pane on a case record form in the web application looks like below:

The Knowledge Base Search pane on a case record form in the interactive service hub (in Main Interaction Centric form) looks like below:

Regards,

Vijaya Mudundi

As Bob Stutz mentioned in his blog post, Microsoft Dynamics CRM 2016 introduces a new knowledge management solution. With this solution, you can embed the Knowledge Article Search on any entity in the Dynamics CRM. For more information about new knowledge management solution, read New Knowledge Management in Microsoft Dynamics CRM 2016 release.

How to Configure Knowledge Article Search with Dynamics CRM

You can activate Knowledge Search on different entities, which means that users can search and view knowledge articles from any entity. Out of the box, the Knowledge Search is already activated on the Case entity. To activate it on any other entities, follow the steps below.

1.  Navigate to Settings > Business > Service Management

2.  Under Knowledge Base Management, click Embedded Knowledge Search. This will open the knowledge Base Management Settings wizard.

3.  In Knowledge Base Management Settings wizard, select the record types (ex: Account) that you want to place Knowledge Article Search on. By default, Case is selected.

4.  Dynamics CRM supports the use of the CRM knowledge articles as well as the Parature Knowledge articles. To configure it with CRM Knowledge articles, select Dynamics CRM from the Knowledge Solution dropdown.

5.  If user has support for portal then turn on the portal and provide the external URL format. Otherwise, you can skip this step.

6.  Click Next to go to the Knowledge Base Management Settings summary page.

7.  Click Finish to complete the setup wizard.

How to add Embedded Knowledge Search control to the Form

Once you’ve activated the knowledge search on different entities, you can add the KM Control on those entity forms.

1.  Open the form editor and click on the form’s section (example, Social Pane) where you want to add this control. Now click the Insert tab, and then click Knowledge Base Search. The Set Properties dialog box opens where you can set the properties of the Knowledge Base Search control.
2.  Set the display and formatting settings by entering the name, label, filter criteria and additional options and then click Set.
 
 
3.  Now go to Home and click on Save and then click on publish. This will complete the setup.

Now open the entity record and check the section where you have added this control. The Knowledge Base Search pane (control) should show up there.

The Knowledge Base Search pane on a case record form in the web application looks like below:

The Knowledge Base Search pane on a case record form in the interactive service hub (in Main Interaction Centric form) looks like below:

Regards,

Vijaya Mudundi


Source;