The Microsoft Dynamics CRM Platform Enhancement Discussion

  • Data Migration using Scribe Tool

    While planning data migration, there could arise a lot many technical challenges which you should overcome and ensure the accuracy of data migration. One of the best data migration tools widely discussed in the market is Scribe, which is a cloud-based data migration platform.  

    Be it an On-premise environment or Cloud environment, Scribe platform will reduce the time taken and risk of the data migration projects. Scribe is an easy to use platform that provides data manipulation capabilities that you expect from an Extract, Transform and Load tool. Users can migrate data easily and efficiently without spending much time in writing a custom software to fulfill this requirement.

    Scribe has two separate integration offerings namely,

    1. Scribe Insight (On-premise version)
    2. Scribe Online

    Scribe Insight

    Scribe Insight offers a streamlined approach to data integration for IT professionals, business analysts, and systems integrators who prefer an on-premises solution.

    Scribe Online

    A True Cloud Integration Platform Scribe Online is a multi-tenant, SaaS (Software-as-a-Service) data integration platform. It has two main components — the cloud environment and the agents.

    Advantages of Using Scribe Tool for Data Migration:

    1. Easy-to-use
    2. Nightly jobs can be run through a built in scheduler.
    3. Scribe comes with a user interface and mapping tools, reducing the time to build the integrations.
    4. Rejected rows are outputted to a new table. This allows the job to be run against that table.
    5. Updating a mapping requires the user to look into the existing mapping and update the mapping. Once the file is saved, the mapping is updated no need to check other things.
    6. Scribe will update fields in the source and target if a field is added or removed.

    Scribe is useful and productive in many ways as compared to other data migration tools available in the market.

    For instance, here is how we implemented Scribe for Data Migration at MTC. Generally, data migration between Dynamics CRM environments with Account and Contact entities by other tools is a 3 step time-consuming process as listed below:

    1.  Account Migration
    2. Contact Migration
    3. Establish correlation between the entities (regarding primary contact id from account and parent customer in contact)

    However, using Scribe data migration can be accomplished in a 2 step simple process as explained below.

    Step1: Update/Insert Account

    Step2: Update/Insert Contact.

    Now that we have source and destination defined, and the data mapped, let us first define a variable that we will use to store the accountid guid from step1. We will need the accountid to assign to the Parent Customer Field when we update/create a contact record.

    Here is how you do it:  From the top menu, click on View User Variables.  You will get following dialog:

    Click on Add Target which will give you this dialog:

    Name the variable as AccountGUID FromStep1 and select Step as type and pick Step1 as Data Object/Step. In this case Step 1 is Adapter for Dynamics CRM 2011. Account Update/Insert and select the field accountid. Now for each account record updated/created, the accountid guid will be assigned to this variable so that we can use it to assign it to the contact record next.

    Now let us go to Step 2 and assign this variable value to the contacts parentcustomerid field.

    As shown in the screen shot above, select step2 (in this case Adapter for Dynamics CRM 2011.contact Update/Insert) and then highlight parentcustomerid field and click on Formula button. Once the Edit Formula dialog comes up, click on Show User Variables. This will open a Variables dialog. Pick the variable that we created earlier i.e. AccountGUIDGromStep1 and click Insert in Formula.

    You have finally assigned the accountid to the parentcustomerid field of the contact record. Now, that you have assigned the parentcustomerid field for contact record, we also have to set the parentcustomeridtype field to “1” indicating that the parentcustomerid field we just assigned is of type account. Now,let’s see how to update the Primary contact field of the account record updated/created in step1. Scribe has made it so easy to do it.

    Go to step2, scroll down until you see a field named vfPrimary. This field, when set to true, would go back to the step1 and update the primarycontactid field of the account record with recently updated/created contact record GUID. To set this flag to true, select vfPrimary and then click Formula button and then type “Y” in the Edit Formula box and click OK and save the package.

    Now, we are done configuring the steps. Run the package. Accounts will be assigned the primary contact and contacts are assigned the parent customer.

     

     

  • Fixed Price Billing Type in TotalServ Pro

    Billing Type typically gives you the choice to bill the clients for the work delivered based on different criteria such as milestone, percentage completion, fixed price, completion of contract, etc. Any service industry will need a proper billing software to bill their clients accurately based on the billing types. TotalServ Pro supports 6 billing types that are applicable to various jobs in service industry.

    A Fixed Bid in TotalServ Pro is billed using a flat amount, regardless of the number of hours worked. In fixed bid service provider is responsible for completing the job within the agreed amount of time. Since Fixed Bid projects are duration-based, they require a start and end date. A fixed price contract can be paid in as a whole or to each week or month of the project. 

                                                 

    TSP support two types of fixed bids namely, completion of contract and percentage complete.

    Fixed Price - Completion of Contract

    Fixed price will be charged whenever a job is completed irrespective of the number of resources working on it and time hours being posted. This fixed bid triggers with a click of complete button on the job form whenever a job is completed. Billing line items will be created for this method once the job is completed.

    Fixed Price - Percentage Complete

    In this method, job percentages are set along with the prices in the grid. Fixed price will be charged whenever the bill button is triggered in the grid on selecting a particular record. Billing line items will be created once the bill button is triggered based on which invoice will be generated.

     

  • Save Your CRM Database and Ensure Smooth and Speedy Business Operations Using Email Attachment Manager

    A clean CRM will always ensure smooth and speedy business operations. Often, CRM gets crowded with Email and Notes Attachments and eats up the major CRM database leading to CRM slowness and unresponsiveness. Things get baffled when you are running out of space in CRM but have to retain some important attachments. That is where MTC’s Email Attachment Manager can come in handy to you.

    Email Attachment Manager gives you the flexibility to:

    • Delete the unwanted/outdated attachments of either Email or Notes or both
    • Move the attachments to a SharePoint location and replace them with SharePoint path location in CRM
    • Save the attachments on a local drive
    • Schedule to run the executable using windows program or host exe in azure.

    Email Attachment Manager ensures user-friendliness in the way it allows a CRM user to select the date range, file extensions and file size, thereby extract the files and take necessary action.     

    With this arrangement, CRM users can seamlessly access endless files without hurting the performance of the CRM while keeping the operational costs to bare minimum.

  • How to free up your Microsoft CRM DB space without losing any data?

    Most of us find it tricky to free up the Microsoft Dynamics 365/CRM database without paying the price of losing the valuable data. Though cleaning up the CRM will get rid of the junk data and free up some database, the actual challenge lies when one have to free up the CRM database even after knowing all data in it is valuable and required. And a considerable amount of this data is hogged by attachments to email and notes. To overcome such a tricky scenario, MTC has come up with Attachment to SharePoint solution for Microsoft Dynamics 365/CRM.

    MTC’s Attachment to SharePoint solution frees up a considerable amount of your CRM database by simply moving the attachments to emails and notes to a SharePoint location that is registered on your name or company. So, the attachments under emails and notes will be replaced by a SharePoint location path link where you can find the related attachments. The Document Management inside your CRM will help you to set up a proper folder structure for gathering the attachments under relevant entities.

    Solution Highlights:

    ·         Simple to configure and easy to operate.

    ·         Free up the CRM database without having to lose any data.

    ·         Less burdened CRM will perform faster than before.

    ·         All attachments to emails and notes will be moved to SharePoint location in respective entity folders created by using Document Management.

    ·         Anyone wanting to access the attachments can click on the SharePoint path location link so that they will redirected to that attachments.

    ·         You can simply drag and drop files to the designated area for the files to be moved to SharePoint location.

  • Manage Your Resources’ Activities Efficiently For Greater Productivity and Profitability

    Resources are the building blocks of any organization. The more they support your vision and goals the more your organization flourishes. Managing resources and their activities is a cakewalk if the resource size is 10-50 members but not beyond that. It really takes special effort to monitor and manage resources’ activities for bigger resource size. Especially, when you are using a Microsoft Dynamics CRM platform to manage your business cycle it become even more critical to view and monitor each resource activity for enhanced productivity and profitability. That’s when Group Calendar solution can come handy to you.

    Generally, the calendar in Microsoft Dynamics CRM offers limited capability for CRM users to go about their business activities. For example, the calendar in Microsoft Dynamics CRM supports only two activities namely Appointment and Service Activity. It severely cripples you if you have other activities to be scheduled for your resources at different timelines. On the other hand, Group Calendar accomplishes bigger goals by offering you to schedule Task, Phone call, Letter, Fax and Email apart from Appointment and Service Activity with simple configuration settings.

    Take a look at what Group Calendar can do for your business.

    1. Group Calendar allows you to view activities of your teams and team members across calendar and timeline views.
    2. You can create and assign activities right from the calendar page itself without having to dive deep into other pages.
    3. Activities can be viewed in daily/weekly/monthly modes across calendar and timeline views.
    4. Activities can be color coded based on different criteria and activity type for easy identification.
    5. At any given time, you can reschedule an activity by simply dragging the activity bar to the desired date and time.
    6. You have the option to filter users/activities/facilities for selective viewing in the calendar.
    7. Apart from 7 activities, one custom activity can be configured using Group Calendar.
    8. A small calendar on the big calendar shows dates with subscripts if at all any activities are scheduled on those particular dates. By this, you can get a fair idea on the number of activities on any particular date and number of activities assigned to a resource.
    9. Also, you can print a calendar, export and copy URL for sharing with others.

    Get Group Calendar today!