Archives

Archives / 2018 / July
  • How to Run Scheduler Using Microsoft Azure?

    Running a scheduler for repeat actions will save tons of your time and make you and your team more efficient and productive. Microsoft Azure unlocks many developmental capabilities, but let us learn how to use Microsoft Azure for running a scheduler.

    Use Scenario: Imagine a situation where there is lot of junk files being created on your system which causes its slowdown and results in poor productivity. With great difficulty you have developed an exe which will clean up the junk files within a minute and restores your system performance. But, here is the challenge you need to run it daily or whenever you feel the system has slowed down. But what if the exe is executed automatically? Doesn’t that sound amazing? Yes it is. Running a scheduler using Microsoft Azure can solve this problem. See the procedure below.

       1. Log into Microsoft Azure account with valid credentials.

       2. Navigate AppServices --> mtccrm --> WebJobs --> +Add as shown below

    Note: You can add your own App Service using +Add. In the above image, we took mtccrm for reference.

        3. Click +Add to add a new webjob. Webjob window appears as shown below.

    Name: Enter the name of the webjob.

    File Upload: Upload the zip file that contains the exe. (In case if the exe has the credentials to be configured then you are required to do it before uploading the zip file).

    Type: It can be continuous or triggered.

    • If you select triggered then you should select the appropriate triggers. The format in which you should input the time frequency is * 0/* * * * *.
    • First star (*) represents seconds, Second Star represents minutes, Third Star represents hours, Fourth Star represents days, Fifth Star represents weeks, and Sixth Star represents months.

    Let us take a sample zip file named as Debug_Azure_Scheduler and name of the webjob as Mission. See the image below.

    • If you select the type as Continuous then you will be able to select the Scale either as Multi Instance or Single Instance.

    A webjob with the given parameters will be created and displayed in the dashboard as shown below.

       4. Select the newly created webjob and click Run button on the ribbon as shown below.

    A dialog box pops up. Click Yes.

    You will get a successful message.

    Now click Logs button on the ribbon.

     

    You can see the list of webjobs run by you and their status.

    Click on the webjob to dive deep into the details.

    All the junk files on your system will be cleaned automatically. Likewise, you can run scheduler using Microsoft Azure for different use scenarios to save time and enhance your productivity.

    Want to discuss about Microsoft Azure Implementation for your daily use? Write to us at salesteam@mtccrm.com

  • What is Customer Service Hub and how to get started with it?

    Have you explored the Customer Service Hub app in the new Dynamics 365? If not yet, then it is never too late. Some of you might be having this question of why Customer Service Hub when we already have a Customer Service module in place. Well, the answer lies in understanding the capabilities it has to offer to the CRM users.

    To begin with, Customer Service Hub is a sophisticated and optimized version of Customer Service module that empowers CRM users to discharge their duties in a faster and efficient way by providing unified interactive interface where all important information can be assembled at one place for easy and quick access. The immediate thing that comes in our mind when we talk about Customer Service is the case management. Customer Service Hub makes very light work of case management as the Tier 1 Dashboard allows users to keep track of all cases with different visual filters and streams and deep dive the information using Tier 2 Dashboard.

    Tier 1 Dashboard supports four visual filters namely,

    • Cases by Priority
    • Cases by Mix (Origin such as Twitter, Facebook, Phone, Email, LinkedIn, etc.)
    • Cases by Status
    • Cases by Account

    And four streams supported are:

    • Active Cases
    • My Resolved Cases
    • My Draft Emails
    • My Activities

    With the right combination of visual filters and streams, it becomes extremely simple for users to monitor and manage customer cases.

    Getting Started…

    With this basic understanding of Customer Service Hub, let’s see how to get started with it.

    From the Dynamics 365 web application, go to Settings > Application > My Apps > Customer Service Hub.

    In the Dynamics 365 sitemap, navigate to the app switcher and then select Customer Service Hub.

    You will be directed to the Tier 1 Dashboard as shown below.

    You can visualize the data the way you want by making use of the filters. You can further deep dive into the cases by clicking the appropriate segments.

    From the drop-down, you can select Tier 2 Dashboard which will help you to work with cases from different perspectives, including products and incident types.

    This way, it gets lot simpler for a CRM user to deal with case management.

    Reference Used: http://blogs.technet.microsoft.com/lystavlen/2017/10/12/the-new-customer-service-hub-in-dynamics-365/

    For any queries, please reach out to us at salesteam@mtccrm.com or simply mention your comments below.

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