Dynamics 365 Platform Overview-Soluzione IT Services

Dynamics 365 is an umbrella that unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Key components of Dynamics 365 are depicted below.

Dynamics 365 for Sales Sales force automation by bringing digital intelligence into each deal to better predict your customer’s needs—and deliver the personal attention that builds relationships and revenue.	Dynamics 365 for Customer Service  Improve customer service through a single, unified experience that delivers end-to-end service across every channel—earning customer loyalty and empowering agents.
Dynamics 365 for Marketing Unify sales and marketing to connect customer experiences. Bring your marketing content, data, and processes together with Dynamics 365 and Adobe Marketing Cloud—to deliver engaging customer experiences across all touchpoints.	Dynamics 365 for Customer Insight Engage your customers with intelligent insights. Understand your customers to better engage them through intelligent insights. Using Dynamics 365 with Microsoft Azure, transform your data into timely and relevant information, inferences, and predictions that help your business succeed.
Dynamics 365 for Project Service Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.	Dynamics 365 for Field Service Increase customer satisfaction with intelligent scheduling, native mobile support, and remote asset monitoring to help you get the job done right the first time.
Dynamics 365 for Finance and Operations Optimize your financials and operations to drive growth and make real-time, data-driven decisions at global scale—all with an intelligent, modern enterprise business application.	Dynamics 365 for Talent Bring your human capital management to the cloud for a mobile, employee-focused, strategic HR approach that helps you find and hire the right people, nurture success, and deliver high-impact, sustainable results.

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How to Access built-in sitemap in Dynamics 365

As a CRM developer, whenever I want to edit site map, I only having following two options available

1. Export the sitemap and edit xml manually and reimport it again.
2. Using some third party tool

First one requires very high technical skills and also there is a possibility of errors because of manual editing. Latter one is good option but it is not Microsoft supported.
Good news is now you can edit sitemap from Dynamics 365 UI itself. Microsoft added it in December 2016 release. You can access it by using following steps.

1.Go to “Settings” and click on “Customizations”


2.Click on “Customize the system” to open default solution. Alternatively you can open any solution which can contains “Site Map”


3.Click on “Client Extensions” and Select “Site Map” and click on “Edit” button present under Component Type dropdown.

4.That’s it, now you have built-in Site Map Editor Open and you can update Site Map. Don’t forget to publish your changes otherwise it will not reflect on Dynamics 365 UI.


For More info please visit http://www.solzit.com

Power BI expertise from Soluzione IT Services

In today’s dynamic world, the focus of all businesses is to consolidate their business data and get a reporting system which as dynamic as they are. They almost need a living data. With Microsoft’s Power BI, you now have the power to see your data in the best of formats, as quickly as you need and slice-dice it as you like. 

Soluzione ITServices is now uniquely positioned to provide you with wide-ranging Power BI services. We have now the necessary capability at loading data into Power BI from your Dynamics 365 CRM environment or any of the other variety of data sources, designing dashboards, providing best practices, and giving guidance concerning your master data management, data governance, and cloud strategies.

• Our Power BI dashboards render much faster than BIs built with traditional style. We build them such that your Power BI solution is more accessible for other uses such and self-service analytics.
• We have pre-developed lots of proprietary industry and department dashboards. This allows us to rollout speedy implementations.
• All of our Power BI dashboards are designed to provide you with actionable information that is rich in context.

Here are some pointers and key facts about Power BI:

Power BI is a suite of business analytics tools to analyze data and share insights. 

Power BI dashboards provide a 360-degree view for business operators with their most significant metrics in one place, updated in real time, and accessible on all of their devices.

With one click, users can explore the data behind their dashboard using intuitive tools that make finding answers easy.

Creating a dashboard in Power BI is very easy, thanks to connectors for popular business applications, complemented with prebuilt dashboards to help you get up and running quickly.  And you can access your data and reports from anywhere with the Power BI Mobile app, which updates automatically with any changes to your data.

You can combine data from disparate databases, files, and web services with visual tools that help you understand and fix data quality and formatting issues automatically. With over 20 built-in visuals and a vibrant community of custom visualizations, create stunning reports that communicate your message effectively. You can publish reports securely to an organization and setup automatic data refresh so everyone has the latest information.

Power BI can unify all of your organization’s data, whether in the cloud or on-line. Using the Power BI gateway, you can connect SQL Server databases, Analysis Services models, and many other data sources to your same dashboards in Power BI.

SOLUZIONE IT SERVICES – MICROSOFT GOLD CERTIFIED PARTNER

 Microsoft Dynamics 365

Every business is unique and each one faces some challenges in its business process functioning. To resolve such challenges, you need unique solutions. Being a Microsoft Gold Certified Partners and Consultants, Soluzione IT Services deliver new experience to the customers by implementing MICROSOFT DYNAMICS 365 which are affordable and extensible. We are here to deliver change in business processes & reduced risk with proven combination of “Expertise & Technology”.

Customers are the King and are the Asset of an organization:

With CRM system, you can grow your business faster with reliability at efficient level. MicrosoftDynamics 365 solution is itself a new edge in this modern technology world. It is becoming dynamic on each release with additional functionality. It helps your business to achieve goals since such solutions are customer focused and your customers are the true asset of your business. We deliver custom solutions depending upon the requirements; we undertake implementations in various engagement models.

When it comes to business objectives, you must surround yourself with these questions and our solutions are focused to solve these queries.

·        How to acquire new customers?

·        How to develop long term value for customers.

·     How to optimize & monitor cost of marketing, sales, and services & business processes.

On implementing CRM solution for your business, first we ensure customer view, then we optimize IT investments as well as we focus on reduction of implementation effort. We move with right planning to manage each aspect of your customer by providing excellent customer service experiences. To make long term customer relations, your services should be proactive, personalized and predictive across three levels i.e. Marketing, Sales as well as Customer Service.

How Microsoft Dynamics 365 helps your business activities around marketing, sales and customer services:

·    To turn leads into sales we offer communication enabled business processes with 360-degree view on customer interaction as well as augment sales opportunities.

·    Increase sales success by shortening your sales cycle and improve win rates with qualified lead and opportunity management.

· Improved sales qualification via automated lead routing, sales process management and competitor tracking.

·      We automate sales activities to provide right leads and prospects.

·     You can automate your daily business activities so that you can focus on selling instead of managing data.

·       You can track sales activities & business workflow with CRM solution.

·      You can Integrate CRM solution with other applications to deliver fully scalable, customized business solution.

· We are delivering business value since we integrate proper interaction & knowledge techniques to manage customer service.

· We plan, implement, execute & measure several marketing campaigns across different channels.

Why Soluzione IT Services is the best Microsoft Dynamics 365 consultant?

At Soluzione IT Services, we are always abreast with latest technology and changing market trends. Our expertise with Dynamics 365 has been long running and we have been working with all the previous versions of Dynamics CRM 2011, 2013, 2015, 2016 and now Dynamics 365. We have IT experts who are Microsoft Certified and seasoned enough to direct and develop your CRM system to optimize your Marketing, Sales and Customer Service.

DYNAMICS 365-LEARN TO SEND AN EMAIL ON RECORD SHARE

One of the common things people do in Dynamics365 is share a record such as Lead, Opportunity etc. with other users. So how does a user know that a record has been shared with him/her?

This was asked by one of our customer’s. They said “I cannot call and tell that I have shared a lead with you”. Since emails are an integral part of most users’ days, it makes sense that Dynamics365 should have the capability to send an email notifying the user that record has been shared with him/her. But sadly there was no out-of-box configuration that allows such notification in Dynamics365.

To solve this, we had to look at our good friend ‘plugin’, so we decided to write a plugin in order to send an email notification when a record is shared.

Sending email was the easy part but there was very little information that we found on which event to trigger the plugin and how to get the details of users with whom the record is being shared.

Solution

Create a plugin project as you would normally do. We used the Dynamics365 Developer toolkit to do the same. Whenever a record is shared “Grant Access” message is fired so check if the context message is Grant Access (i.e. plugin is executed for ‘Grant Access’)

Get the user who has shared the record by checking the context under which the plugin is running.

Now the tricky part – Get the user with whom the record is being shared. This is found under the “Principal Access” parameter in the plugin context.

In our case as Lead was being shared so get the Lead record that is being shared.

Now we have the user who shared the record, user with whom the record is shared and the record that is shared, so you can now simply create an email message and send email notification from plugin.

Although simple but it is a really handy solution for a common requirement.

So that’s it from SoluzioneITServices Microsoft Gold Partner . This is our first blog and hope you like it.

If you want additional services then check out Soluzione Digital Services.

AUTO COUNTER IN DYNAMICS 365

For Microsoft Dynamics CRM 4.0.0/2011/2013/2015/2016/ Dynamics 365 one of the major challenges faced by developers is generating Auto numbers on various entities. To overcome this, Soluzione IT services Microsoft Gold Partner releases “Solz Auto Counter”

solution to automate the process of adding counters to the CRM entities. It allows user to configure counter for default as well as custom entities. Here, you can put any prefix, suffix, counter zero padding and specified date formats with Auto numbering. You can set initial value of counter and its incremental value as well. At any point of time it can be activated or deactivated. You can also provide Security Role as per the user access in Dynamics CRM, it can be Read Only or Admin Access.

One can configure the Auto counter for “Dynamics 365”as per the example given below.

1.Install the SolzAutoCounter solution in Dynamics 365 by importing the managed solution. After it is successfully installed you should have SolzAutoCounter in your solutions as below.

2.Clicking on the Auto Counter to navigate the sub-grid.

3.Create a new auto counter record to configure the counter settings.

4.Go to Account entity and create a new record and save

Key Features

·         It allows user to use the auto counter in Microsoft dynamics 365 online or on-premises versions.

·         It allows user to configure the counter for Microsoft dynamics 365 default as well as custom entities.

·         Quick create to set auto counter for any entity.

You can use the following date formats to add as prefix or suffix of the counter

·       Use format “[d]” to Return only date

·       Use format “[m]” to Return only month

·       Use format “[y]” to Return only year

·       Use format “[ddd]” to Return Day First Three Letters

·       Use format “[dddd]” to Return Day Name

·       Use format “[mm]” to Return Month Number In Integer

·       Use format “[mmm]” to Return Month First Three Alphabets

·       Use format “[mmmm]” to Return Month Name

·       Use format “[y]” to Return Year Last Value

·       Use format “[yy]” to Return Year Last Two Value

·       Use format “[yy]” to Return Year Last Three Value

·       Use format “[yyyy]” to Return Year Last Four Value

·       Use format “[yyyyy]” to Return Year Last Five Value

Activate or deactivate counter at any time easily. This will activate or deactivate when the auto counter record is set to activate or deactivated status.

To Know More Visit

http://www.solzit.com/new-auto-counter-dynamics-365/

 or talk to our experts 

http://www.solzit.com/

Microsoft Dynamics 365 Development : Tips and Tricks

There are a lot of quick ways of doing things in Microsoft Dynamics 365 but developers struggle in finding how. Today I am going to explain how to call a workflow on a custom ribbon button.

Let’s say you have a situation, where you want to perform some operation on custom ribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called ‘ConfirmRequest’.On the click event of this button I have to generate an ORDER and also want to send an email. The best way to achieve this is by creating a workflow. Butthe issue is, how to call workflow on the button click.

There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no coding.For this we use Ribbon Workbench. Contact us to find out the right plugin to download.

Here are the steps to follow:

• Create a workflow, for example – I created a workflow called Generate Order from Opportunity.
• Extract the GUID of this workflow with the help of advanced find. Here is how you do it:
• Open advanced find window
• Look for processes and search for your workflow name

• Export to Excel and extract the GUID of the proceed from the column A called (Do Not Modify) Process.
• Load the new solution into the Ribbon Workbench with OPPORTUNITY entity.
  
• Expand the commands, “Solution Elements” tab.
  
• Right-click on the Command of the custom button that you want to use. Example ‘CCSDP .opportunity.Generate Order.Command’ and select ‘Edit Actions’.
• Add a JavaScript Command and set the following properties:
  
• Click on OK. And publish it.The workflow will start getting called from the click of the custom button.
• Congratulations!!! Now you know how to call workflow from a Custom Ribbon button on Microsoft Dynamics 365.

To Know More visit 
http://www.solzit.com/dynamics-crm-development-tips-and-tricks-calling-a-workflow-from-ribbon-button/ or talk to our experts http://www.solzit.com/

Soluzione IT services releases SolzEditor a new Rich HTML Email Template Editor for Microsoft Dynamics CRM

Dynamics CRM has tons of great features and capabilities but have you ever wondered how to create HTML rich content e-mails for sending to your customers?

Let’s admit it that creating and editing rich HTML based emails templates within the Dynamics CRM is quite a chore. Users will have to do some pretty manual stuff.  One has to first create HTML documents via tool of their choice example, notepad, Microsoft Word etc. then has to copy and paste from a browser and edit. Nothing wrong with the method but not the most efficient or desired way of creating email from business user perspective. Yet they may not get a clean usable template that one often requires to develop and release a quick email campaign. Matter gets worse if you need to package images or videos in the email.

After having understood this pain area exists and users are asking for this capability within the CRM interface, Soluzione a leading Dynamics CRM partner has developed a simple to use intuitive HTML template editor. This HTML editor can be launched from within Dynamics CRM and the templates can be edited, text reformatted and media inserted cleanly to get the email template one wants within minutes. This way one can launch the email campaigns in a fast and intuitive manner.

“Our customers are beginning to see the value of this utility and is making their Dynamics CRM experience reach a better state as far as the readiness for email activity and usage for campaigns”. One often needs simple tools and utilities within a system to quickly complete routine tasks and add to productivity.

SolzEditor includes a gallery of simple html templates to give a quick start on the email creation activity so that the business users do not necessarily have to start from a clean slate.

Adding and using the solution can be completed in some few simple steps.

1. Install the SolzEditor solution in Dynamics CRM by importing the managed solution. After it is successfully installed you should have SolzEditor in your solutions as below.

2. Refresh the page so that the latest changes can take effect. Go to Settings area and you should see      HTML Email Editor and HTML Email Templates under Solz Editor tab.

3. Clicking on the HTML Email Editor loads the rich html editor pane.

The top left dropdown has the “CRM Email Templates” that you already have in the system. At the right “template gallery” stores sample HTML that can be used to quickly create HTML based email templates. We have couple of templates that we provide with the solution that you can use.

4. Select the template that you need to edit from the CRM Email Template box and click load. This loads the existing template into the rich editor with a tool bar for editing. You can now start from scratch and do further customization of the template to create HTML rich emails or you could load a sample HTML email from the template gallery. This will replace the content in the editor with html email from template gallery. Once edited the template can be saved to back into Dynamics CRM using the “Save” button.

Little text on the left bottom tells you which template is being currently edited.

5. “Open Template” button will open the saved template in Dynamics CRM where you can add Dynamics CRM fields such as Contact Name, Account Name etc.

The tool is now released and additional versions of the same will be available from time to time. If you are interested in integrating the same in your Dynamics CRM solution, please do get in touch with us at 

@http://solzit.com/soluzione-services-releases-solzeditor-new-rich-html-email-template-editor-utility-microsoft-dynamics-crm/