The Microsoft Dynamics CRM Platform Enhancement Discussion

  • Enabling Visitor Tracking for Dynamics 365 Portal Pages

    By enabling visitor tracking for Dynamics 365 Portal Pages, you can track details such as page accessed, user name, IP address, date and time, via. web page logs. This information is very much useful for understanding the user’s content preference which will further help in doing targeted campaigns for relevant selling products and services.

    Steps to Enable Visitor Tracking for D365 Portal Pages​

    1. Login in to CRM.

    2. Navigate -> Main Menu -> Portals.

    3. Once the user clicks on the portal a window will be opened with all the web page record. Click on any of the web page record.

    4. Open web page for which you want to “Enable Visitor Tracking.”  For instance, let's consider Contact Us page.

    In Dynamics 365 portals, visitor tracking can be done page by page.

    5.  Then set “Enable Tracking” for this page (i.e., information form and content page form) as shown below.

    Information Form

    Content Form

    6. Access "Contact Us" page (for which page you have enabled tracking) from portal without login.

    As we have enabled visitor tracking for "Contact Us" page, an associated web log record will be created in the CRM. 

    7. Now open Advance Find and Check for Web Page Logs.

    Web page log records created in the CRM will be displayed.

    8. Open the record associated with your visit without portal login from the web page log.

    The opened record will contain information about the page accessed, user identity (this page was accessed with out login so this field will be empty), page accessed date, time and IP address.

    9. Now access the "Contact Us" page from portal with login credentials. An associated web page record will be created in the CRM.

    10. Do the Advance Find once again and search for Web page log. Now open the record that you have visited with login credentials.

    The record will contain information about which page accessed, user identity (this page with login credentials so this field will have your user name displayed), page accessed date, time and IP address. 

    For more help or queries, please contact salesteam@mtccrm.com

     

  • One of our own is recognized… ERP Financials Team Member as “Most Influential”

    Valarie Silvani has been named among top women influencers in the ERP space by Solutions Review for 2018.  Valarie works with our ERP group managing sales and marketing of financials through different media and channels. She plays a significant role in generating the leads to Accounting and Financial Analysis through web properties and social media platforms. See the listing here: https://solutionsreview.com/enterprise-resource-planning/the-top-women-influencers-in-erp-technology/

    Dynamics 365 TotalServ Pro (TSP) Financials solution pulls data from the same system as your sales, marketing, operations, customer service, and other business departments can engage, in one single system which in turn helps in getting a complete financial picture to make better business decisions.

  • How to Improve Dynamics 365 Portal Performance?

    It is always important to ensure the optimal performance of your Dynamics 365 Portal. But, sometimes when multiple users are trying to access your website at a particular instant, they may experience the slowness in performance of the site leading to bad experience. In order to avoid such an unwarranted scenario, MTC has come up with few useful tips whose adoption will ensure the optimal performance of your Dynamics 365 Portal. 

     

    Tip#1 Enable Footer and Header Cache

     

    The following site settings are available and are set to “True” by default to support this functionality.

    • Header/OutputCache/Enabled: Set the value to “True” to enable output caching for header
    • Footer/OutputCache/Enabled: Set the value to “True”  to enable output caching for footer

    Note 1: Unless customer themselves placed dynamic content in Header/Footer.

    Note 2: For a new user, output caching is enabled by default.  

     

    Tip#2 Disable Tracking Feature on Web Page and Web File

    • Make  sure Tracking feature is disabled for both Web Page or Web File
    • Check that there are no Web Pages or Web Files using a “Yes” value in Enable Tracking column (use Advanced Find for this):

    Web page:

    Web File:

     

    Tip#3 Disable Change Tracking on Web Page and Web File Entity

    • Disable Change Tracking on Web Page and Web File entity

    Web Page:     

        

      Web File:

    • Check that webpagelog and webfilelog entities are not enabled for Change Tracking.

    Webpage log:

    Webfile log:

    • Change tracking feature in Solutions area “Save and Publish” should be done once the changes are made.

    Tip#4 Disable Login Tracking

    • Make sure that Site Setting record (Ex: LoginTrackingEnabled record) is either not present or set to false.
    • This setting is off by default as it is not shipped as part of the out of the box templates.

    • Make sure you are not changing records related to website entity in CRM frequently. Also make sure you are not updating contacts or webroles on the fly or in bulk.
    •  If you are using webforms, then there is a known performance issues in it where moving from one page to next can be slow. This issue is tracked to be fixed in our upcoming release.
  • How to assign Dynamic Names for Reports downloaded as PDF using Report to PDF solution?

    Generally, Report to PDF allows to convert any CRM reports to PDF files with the name that is provided in the “File Name” field. But, in order to change the name dynamically with that of field value provided for the CRM entities, MTC has done some customization on Report to PDF solution for Microsoft Dynamics 365/CRM.

    For assigning and reflecting the field value of an entity on the downloaded PDF file dynamically, you are required to follow the below steps. Please note we have used MS CRM 2011 screenshots for representation purpose in this blog. The below steps holds good for Dynamics 365/CRM too.

    Step 1

                 Navigate to Settings > Customization

    Step 2

                Go to Report to PDF Setting and click on Fields.

                Create a new field with name as new_fieldname and Schema Name as new_Fieldname

    Step 3

                 Go to Form and add the newly created field

    Step 4

                From Web Resources window, open the javascript file “EPDF/mtc_jsonjs” and upload the javascript file provided by MTC team. But, before adding the javascript file provided by MTC, it is highly recommended that you take a backup of your existing javascript file to avoid unnecesssary issues.

    Step 5

               Go to Advance Find and select Report to PDF.

    Step 6

               Open any of the previously configured entity. For example, account entity here.

    Step 7

                Enter Schema Name in Field Name as shown in the below image

    Note: Take Schema Name as String Field only.

    Step 8

                Go to Sales > Accounts. Select any record and perform Report to PDF functionality.

    Step 9

                Click Open PDF button

    Step 10

                You will notice that the field value is assigned to the PDF file dynamically irrespective of what field name is given in the above image. In case where the field value is not given, the above field name will be assigned to the PDF file.

    This customization also works on Attach to Notes, Attach to Email and Save as Excel.

    For requesting the JavaScript to be added in the Web Resources, please contact MTC at salesteam@mtccrm.com

     

  • Milestone and Cost Plus Billing Type in TotalServ Pro

    Continuing our second blog post on TotalServ Pro’s billing types, let’s learn about the final two billing types in this blog post. They are: Milestone Billing and Cost Plus Percentage.

    Milestone Billing

    Milestone billing is typically distributing the billing arrangement in which customers are billed in installments spread over a specific period of time on the achievement of a predefined milestone for a job. A job could have many milestones as agreed by service providers and their clients. Upon reaching a milestone, delivery manager will alert the sales team to initiate the billing with the pre-defined milestone amount. The billing cycle continues until all the milestones of that particular job is finished.

    For example, a project may require Analysis, Coding, Testing and Deployment. So, in this case Analysis, Coding, Testing and Deployment could be the possible milestones on whose accomplishment the billing line items could be generated. When the job is in progress, Bill button is enabled in the milestone grid. Once the user clicks on the bill button, billing line item will be created.

    Cost Plus Percentage

    Cost Plus Percentage billing type is a Hourly-type contract that can be used as a billing arrangement when you want to bill direct costs on Time and Expenses (if expenses are part of job) plus a percentage of the costs to the client.(special bill rate applied to the cost).

    In TotalServ Pro, this billing type would allow you to generate billing line item for the job that takes into account:

    Cost Per Hour (each resource) and the Cost Plus Percentage that you want to add extra. The billing would be calculated as (Cost Per Hour (each resource)* No. of Time Posted Hours) + Cost Plus Percentage.