Wednesday, January 11, 2017
One of the new interesting dashboards which is part of this soltuion is the storage dashboard which provides information about the storage used by your tenant and the different CRM instances (or organizations). This dashboard displays total storage and storage per tenant, a breakdown of the top 10 largest tables by size and row count in the current instance and information about common tables - tables which contain records which can be linked to different types of records such as attachments, audit logs (auditbase) and asyncoperationbase (this table tracks your asynchronous processing job execution (system jobs, workflows, plug-ins, etc).
A Dynamics 365 Plan 1 application subscription includes by default 10 GB database storage and additional storage is added at a rate of 5GB for every 20 full users – storage is accrued but there is a technical limit of 5TB (For more details see the Dynamics 365 Licensing Guide). It also is possible to purchase additional storage at a price per GB/month. For those of you who are still using Dynamics CRM Online licenses, will have 5 GB standard storage and 2.5 GB extra per 20 professional users (capped at 50 GB - for more details see the Dynamics CRM Online Licensing Guide)
So it is important to analyze and clear space in Dynamics 365 as outlined in this post – which also suggests a free Dynamics CRM Online & Dynamics 365 storage space analyzer solution that you can install.
Sunday, January 08, 2017
As of CRM Online Update 1 (Spring release – see KB 2925359 Microsoft Dynamics CRM Online releases for an overview of the different release) – the recommended way of integrating Dynamics CRM Online and Azure Service Bus is using Shared Access Signature authentication.This blog post still uses ACS(Access Control Service) authentication – in a next post I will outline the differences when using SAS (Shared Access Signature) authentication.
Dynamics CRM Online is by default pre-configured for Microsoft Azure integration. You will however still need to proceed with the following steps:
- Make sure that you have the Microsoft Azure PowerShell module installed – if you have multiple subscriptions linked to your login – check out Quick tip – using Azure PowerShell with multiple subscriptions
- Create a Service Bus Namespace as outlined in Walkthrough: Configure Microsoft Azure ACS for integration with Dynamics CRM (https://msdn.microsoft.com/en-us/library/jj863635.aspx )
- Add extra configuration settings on Azure Service Bus :
- Create a service identity (issuer)
- Create a rule group and rules
- Configure the scope
- These settings can be configured in two different ways
- Follow the steps outlined in
- Use the plugin registration tool to add the extra required configuration using the (Save & Configure ACS) screen when you register a new endpoint. I will use this option since this is the simplest from a developer perspective – before you can use this screen make sure that you perform the next two steps. First you will need to download the certificate from Dynamics CRM Online – it can be found underneath Settings>Customizations>Developer resources screen https://manage.windowsazure.com since Azure Service Bus management is still in preview on the new portal) and select the connection information from the Azure Service Bus namespace that you created in the first step. Copy the default key.
In this example we are going to integrate CRM with a persistent queue and we are going to leverage the built-in Azure plugin in Dynamics CRM. Open the plugin registration tool and select Register New Service EndPoint.
You should see the screen below for registering a new service endpoint – if you get another screen you are most likely using a newer version of the CRM SDK – and you switch to the CRM 2015 SDK or the first build of the CRM 2016 SDK (December 2015 release).
Before Dynamics CRM Online can post on the queue you will need to create the queue which was specified in the path “jopx/demo”. You can write code for this or you can simply use a tool such Service Bus Explorer - https://code.msdn.microsoft.com/windowsapps/Service-Bus-Explorer-f2abca5a to create the queue (or you can create the queue from within the Azure Management Portal)
Click on Save & Configure ACS to add the necessary configuration data as outlined before. Here you will need to enter the following information:
- Fill in the management key that you copied over from the Azure Service Bus connection information
- Select the certificate file that you downloaded from your CRM Online instance
- Fill in the issuer name – crm4.dynamics.com (This information is also copied over from the Developer resources screen in Dynamics CRM)
Finally, you will need to define for which CRM entity you want to couple the event execution pipeline to the Microsoft Azure Service Bus. The native CRM Azure-aware plugin allows you to post the data that is being processed as part of the current CRM operation to the queue. It does this by transferring the information in the form of a serializable RemoteExecutionContext object. Registering the Azure-aware plugin is the same as registering any plugin for CRM. Use the plug-in registration tool and right-click on the service endpoint that you just created, then select Register New step to select the “Create” message and the “Contact” entity.
To test it out you simply create a new contact record and you should see that a new entry appears in the CRM System Jobs. After creating a new contact you should have an entry in the CRM System Jobs: Settings > System Jobs, indicating that the asynchronous plugin posting the create to Azure has been executed. You can also see the message posted on the queue in the Azure Portal.
Monday, January 02, 2017
- Dynamics 365 – Needs more cowbell – InsideView, Customer Insights, Relationship Insights, Organization Insights, Application Insights …
- Dynamics 365 – Get started top links (Microsoft)
- Dynamics CRM Exceptions – common CRM developer exceptions
- CRM 2016 – ActivityParty and ActivityParty Lists
- Dynamics 365- When will it finally be finished?
- What is Microsoft Flow and how to use it?
- Dynamics 365 – Updates to business rules and actions
- Building an emergency response solution in Dynamics CRM, SharePoint and the Microsoft Cloud
- Now in preview: Relationship insights for Dynamics 365
- Preview feature: View metrics about your instance with Organization Insights solution (TechNet)
- Connected Field Service architecture (MSDN)
- CRM On-premise to CRM Online conversion using Dynamics Lifecycle Services (LCS)
- Deliver projects on time and on budget with Dynamics 365 (Youtube 00:02:08)
- Self-service web portals in Dynamics 365 (Youtube 00:02:25)
- OneNote integration in Dynamics 365 (Youtube 00:02:01)
- What’s new in Dynamics 365 Portals
- Microsoft Dynamics CRM Online 2016 Update 1 New Features – Portals: Theming and Liquid Templating
- Dynamics 365 Data Export Service (Youtube 00:23:28)
- Dynamics 365 Data Export Service
- Dynamics 365 Social Pane – Roll up Activities (CRM)
- Relevance search is now available in Dynamics 365 (online) !
- Dynamics 365 & Flow – 3 simple steps to email sentiment tracking
Wednesday, November 23, 2016
The big storm of announcements about Dynamics 365 has passed but still some interesting tidbits of information and new tools were released in the previous weeks:
- Dynamics 365 (CRM) scheduled workflows using Microsoft Flow
- Choose between Flow, Logic Apps, Functions and WebJobs in Azure
- Reflecting on Dynamics 365
- AngularJS demo solution for Dynamics CRM
- Getting started with Dynamics 365 PowerApps
- White Paper: Microsoft Dynamics CRM 2016 Service Pack 1 Performance Benchmark on Azure Infrastructure as a Service (Iaas)
- Dynamics 365 Site Map Designer
- Monitor your Dynamics 365 (online) instance with Organization Insights (Youtube – 00:02:20)
- Activity Management Enhancements in Dynamics 365 (v 8.2)
- PowerApps and Microsoft Flow: Is Microsoft putting traditional software developers out of business
- No, Common Data Service is not the new XRM
- Common Data Model (CDM) Entity Reference document
- Bot framework – solving business problems with the Microsoft Bot Framework – describing an interesting scenario using Microsoft Flow, Dynamics 365, Office 365 and other Azure components.
- Why my action is not available through the Web API
- 3 benefits of Knowledge Articles in Dynamics 365
- Microsoft Dynamics 365 Developer Toolkit (public beta 1)
- Calling Microsoft Flow from Power Query and Power BI
- Project Service Automation in Dynamics 365 – what are your options?
- Moving Dynamics CRM Business Process Flows with multiple branches
- What does Adobe Marketing mean for Dynamics
- Role of PowerApps, Flow and Common Data Model in Dynamics 365
- Creating a PowerApps Mobile Application with Dynamics CRM in 1 hour
Tuesday, November 22, 2016
Microsoft Ignite is one of the biggest Microsoft conferences in the year with over 700 different sessions over the course of 5 days so it is quite impossible to attend all sessions. Luckily Microsoft provides a recording of most of the sessions on Channel 9 | Microsoft Ignite 2016 and for those of you who would like to get an offline copy of all the different sessions as well as the PowerPoint decks – take a look at the Powershell script – Ignite 2016 slidedeck and video downloader - if you want to download only the powerpoint decks you can use the command - .\Ignite2016Downloader.ps1 -NoVideos -DownloadFolder d:\Ignite2016 , this is already 12,5 GB.
Here’s my watchlist for the next couple of weeks:
- Business application platform roadmap, strategy and packaging(BRK2271)
- Evolve with Microsoft Dynamics CRM platform and online (BRK2161)
- Review CRM Implementations best practices (BRK3243)
- Integrate with Microsoft Exchange Future Strategies (BRK3308)
- Achieve productivity excellence with Microsoft Dynamics CRM and Office 365 (BRK3265)
- Optimize connectivity to Microsoft Dynamics CRM Online(BRK3310)
- Dive Into the Microsoft Common Data Model (BRK3315)
- Enable agile enterprise connectivity anywhere using Microsoft integration (BRK2308-TS)
- Dive into Microsoft Flow, create automated workflows between your favorite apps (BRK3311)
- Dive into PowerApps, building apps that mean business without writing code (BRK3326)
- Build cloud-first enterprise integration solutions with logic apps (BRK3342)
- Gather intelligence in Dynamics CRM with Power BI and Cortana Intelligence (BRK2163)
- Essentials of Application Lifecycle Manager for CRM (BRK2168)
Saturday, November 05, 2016
Welcome to the first edition of the Dynamics 365 weekly reading list – with the official “release” of Dynamics 365, Microsoft took an important step in providing an integrated cloud platform which combines CRM and ERP. Follow this blog for your weekly reading list about the Dynamics 365 platform.
- Microsoft Dynamics 365 – Now generally available
- Dynamics 365 – What’s new – information about the upcoming December 2016 release
- Microsoft Dynamics 365 editions and licensing
- Microsoft Dynamics 365 home
- Dynamics 365 app for Outlook is coming soon!
- Helping customers accelerate their digital transformation with intelligent business applications
- Dynamics 365 – Purpose-built for you and your business (Youtube)
- Common Data Service is now generally available! – CDS encompasses the CDM (Common Data Model) which provides a mechanism to unlock data which is used in the different Dynamics 365 apps and which will allow for easier integration – see Announcing the general availability of the PowerApps Common Data Service. Although GA there are still some things which need to be clarified as outlined in CDM: New data model for the common good?
- Project Service Automation for Dynamics 365 (Youtube)
- Tap the power of Dynamics 365 directly from Microsoft Outlook (Youtube)
- Sell effectively with Microsoft Dynamics 365 (Youtube 00:02:17)
- Microsoft Dynamics 365 First Look Highlights (Youtube 00:02:03) and all other recordings – Microsoft Dynamics 365 First Look
- Highlights and reactions: Microsoft Dynamics 365
- Dynamics 365 - Acquisitions that made the cut, or didn’t
- Dynamics 365 – getting into the flow of things
- Microsoft Dynamics 365 : the what, when and why
Monday, October 31, 2016
If you try to open a Visual Studio 2012 CRM plug-in or workflow activity project which was created with the CRM Developer Toolkit in Visual Studio 2013 or Visual Studio 2013 you will notice that it does not open and that it states – “This project is incompatible with the current edition of Visual Studio”. Unfortunately the CRM Developer Toolkit has not been updated to work with the newer versions of Visual Studio. There is however an easy fix for this - open the csproj file of the Visual Studio project in Notepad++ – look for the ProjectTypeGuids line and simply delete it. This fixed it for me with Visual Studio 2015 – if you encounter other errors – take a look at How to remove dependencies to CRM Developer Toolkit