The Microsoft Dynamics CRM Platform Enhancement Discussion

  • MTC Unveils New Feature in Super Grid for Additional Ease of Editing in Microsoft Dynamics 365/CRM

    MTC has come up with another smart feature to boost its Super Grid add-on functionality by using which users can have entities such as Email, Appointment, Phonecalls, Tasks, and Notes to be displayed on the home grid for easy access to wider details and addition of new records. Super Grid users will love this cool feature as it is easy-to-configure and saves tons of their time.

    Let’s see how the configuration is done below.  

    Step1:

    • Navigate to Sales --> Accounts and select any existing record or create a new record.
    • For e.g., Coho Winery here.

    • Open the record. Click Form.

    • Form window opens up.
    • Navigate to Insert tab. Click One Column. Go to Section, add 5 Columns by clicking One Column five times.

    Step2:

    • Double click on Tab.
    • Give Name it in the format tab_activitygrid
    • Enter the Label name
    • Tick all the check boxes

    • Click OK
    • The tab name will be changed to CRM Activities.

    Step3:

    • Select the first section under Tab and add Web Resource “mtc_/HTML/ActivityButtons.html”
    • Enter Name as ActivityButton while Label will be automatically picked as ActivityButton.

    • Click OK
    • The web resource will be added and the section name will be changed to Activity Button.

    Step4:

    • Double click the second the section to Name and Label the activity.
    • Enter Name in the format “tab_section_emails”
    • Give Label with the Activity Name such as Emails.

    • Click OK.
    • The section name will be changed to Emails.

    Step5:

    • Select the Emails section and add the Web Resource mtc_/EditGrid/CustomGridPage.html”
    • Enter Name as Emails so that the Label is automatically picked up.

    • Click OK
    • Web Resource will be added to the Emails section.

    Similarly, name other sections with the required activities by following Step 4 and add web resources by following Step 5.

    Step6:

    • You will notice a custom grid for the activities configured on the account record.

    • Click on the Email tab. Go the Settings Page.
    • Select Entity and Entity View from the drop down.

    • Click Save & Close.
    • You can now start adding new email items on the fly.

    • Click +NEW to open the email form in the window.

    • Select an email record and click Attachment to browse and add attachments.

    Similarly, repeat Step 6 for other activities such as Appointments, Phonecalls, Tasks and Notes.

    If you haven't tried Super Grid yet then you're losing time which could be better channelized for other business activities. Try Super Grid and save time!

     

     

     

     

       

       

       

    • 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.

    • Microsoft Azure Logic Apps Integration with Microsoft Dynamics 365

      Microsoft Azure Logic Apps is the most talked about technology these days across different Microsoft Communities and Forums. Indeed, developers have welcomed Microsoft Logic Apps in a big way as they started envisioning the endless benefits it could offer to the developer community. Simply put, Microsoft Azure Logic Apps will help developers to automate the workflows for the purpose of integrating apps and data across cloud services and on premise systems.

      If you happen to be a developer working on Microsoft Technologies, then you should surely take a look at Microsoft Logic Apps for it offers the flexibility and simplicity that you require to get your job done in quick time.

      Let’s see a business scenario to better understand the potential of Microsoft Azure Logic Apps.

      Business Scenario

      MTC’s client wanted to achieve a functionality where upon adding files to Dynamics 365 from anywhere around the globe, will also add the files to a local drive specified by him. MTC achieved this functionality by integration of Logic Apps with Dynamics 365. You can achieve the same by following the below steps.

      1. Before your logic apps can access data sources on-premises, you have to install and set up the on-premises data gateway (Refer this link to install on-premises data gateway)

      The gateway acts as a bridge that provides quick data transfer and encryption between on-premises systems and your logic apps. The gateway relays data from on-premises sources on encrypted channels through the Azure Service Bus. All traffic originates as secure outbound traffic from the gateway agent.

             2. Login to your Microsoft Azure Account.

             3. From Home navigate to All resources. Click on + Add.

      4. A new window appears. Then go to Integration and select Logic App.

      5. You can create a new logic app.

      • Give the name of your logic app
      • Select the subscription and resource group
      • Select the location (remember the location has to be the same to that selected during the installation of on premise data gateway
      • Then click Create.

       

      You can notice the status message showing as Deployment to resource group “D365Dev” is in progress.

      6. Once done, the system pops a notification prompt. Click Go to resource.

      7. You will be directed to Logic Apps Designer. Here you need to pick the trigger “When a HTTP request is received.”

      8. You can write a code based on some parameters and save it to fetch the HTTP URL.

      9. Click +New step and select the event Add an action. Then from the look up field search for File System.

      10. Click on File System.

      11. Go to create file.

      • Enter the folder path
      • Name of the file
      • Content of the file

      12. Click Save.

      13. Add another action. This time it is Delete file. Enter the file and Save.

      You can see the notification Save app logic completed.

      Let’s check the functionality of Logic Apps on Opportunity entity from within D365. A web resource for file uploads have to be added to the opportunity form which will add a File Upload sub grid.

      For our understanding, let’s select an opportunity named Tender.

      14. Let’s go ahead and add some files to the File Upload sub grid.

      After the files get uploaded successfully, you can cross check if the same files have been added locally on specified location.

      You can notice that the file has been stored locally.

      Aforementioned, this is just one of the many business scenarios that could be explored leveraging Microsoft Azure Logic App integration with Dynamics 365. For more information, reach out to us at salesteam@mtccrm.com.  

         

      1. Credit Card Payments, Refunds, Recurring Billing & More with Credit Card Processing Solution

        Credit Card payments have featured in a big way in everyone’s life. Not only because it eliminates the need to carry the cash but also because of the endless benefits it offers in the form of reward points and other complimentary offers. Visa, MasterCard, American Express are some of the well-known financial services corporations that process wide variety of electronic payments via. debit cards, credit cards, gift cards, travel cards, etc. The volume of transactions using credit cards from these networks have skyrocketed in the last few years because of the advanced security and easy accessibility offered. All companies under the sun have been using credit cards in a big way to make electronic payments. Companies using Microsoft Dynamics CRM are not exception to this, but unfortunately there is no in-built functionality in CRM to support credit card transactions.

        Identifying the opportunity and with a profound goal of filling the gap, MTC has launched Credit Card Processing solution some time ago. Companies received it positively and requested for more features. Today, Credit Card Processing supports a wide variety of features such as refunds and recurring billing. Credit Card Processing solution works in association with Authorize.Net, a trusted payment gateway partner.

        It all starts with a company wanting to make payments to different contacts using their credit cards. API Login Code and Transaction Key must be fetched by logging into Authorize. Net which shall be used for Authorizations inside CRM. A company can select contacts and add credit card information by selecting the Authorize.Net payment Gateway type. Details such as credit card number, CVV, expiry date, etc., must be entered and saved. The credit card number will be immediately encrypted. For making payments, a company has to select the contact and click payments on the ribbon. A window with existing credit card information displays. If there are multiple cards, a company can select the desired credit card from the drop down which only displays the last four digits of the card. The required payment amount has to be entered and Aurthorize Duration can be set before finally clicking Authorize for processing the credit card payment.

        Likewise, payments can be made for invoices too by selecting the appropriate invoice and then clicking Credit Card from the ribbon. Amount, Owner and Invoice Details are then automatically captured. Select the transaction status as Authorized to process the payment.

        For refunds, a company has to select the account/contact for which the refund has to be made. Then click Refund from more commands (…). A refund form opens up with the details of the transaction. Refunds can be done only on Settled Transactions. Once done, the amount will be refunded to the credit card used and the result will be displayed as successful.

        For recurring billing, a company has to select account/contact and click Recurring billing from more commands(…) button. A company can choose to set the frequency of occurrences, start date, subscription type and amount from the Recurring Billing form. Recurring billing saves big on time and effort allowing companies to focus on more important business areas.