ImportSequenceNumber field in Dynamics 365

Today I stumbled over the meaning and purpose of the “ImportSequenceNumber” field in Dynamics 365 (or Dynamics CRM, If you have not got used to it like me).

The ImportSequenceNumber field itself

It’s an integer field that is reachable through the field list in a solution. It is searchable but you are not able to add it to a form.

ImportSequenceNumber field in Dynamics 365

ImportSequenceNumber purpose

Every import in Dynamics 365 is numbered with an ascending number which is globally stored in the “Organization.CurrentImportSequenceNumber” attribute. Every record created during an import gets this number as value for the ImportSequenceNumber field.
By this way Dynamics 365 can show you all records that are created during an specific import or let you delete all records created by an import.

ImportSequenceNumber field in Dynamics 365

 


Microsoft Dynamics Timeline

At the eXtreme CRM 2015 in Madrid we played all together the “Dynamics CRM Trivia” at the evening event and I realized that I do have absolutely no idea about the time before I started in 2011 with Dynamics CRM. In addition to that the release cycles have become increasingly shorter and more products were added and I am also only hardly able to remember when was which released. To fill both gaps at once, I have created this Dynamics CRM timeline.

Microsoft Dynamics Timeline

Short introduction, to the left it goes into the past and the release dates are accurate to the month.

If you want to create a timeline by yourself, you can do it at knight lab.

 


Integrate Social Listening in Dynamics CRM Online

About two years ago, Microsoft has acquired the Swiss startup “Netbreeze” and integrated under the name “Microsoft Social Listening” in the Dynamics world. With the Wave Spring 15 Update the tool was renamed again in “Microsoft Social Engagement“, you do not only hear your customers, now you interact with them.
Social engagement is a pure online service and is available as a Standalone Version or for Dynamics CRM Online customers free of charge with a minimum of 10 CRM Professional licenses.
I will now show you how to integrate Social Listening into Dynamics CRM Online. Notice that the connection with Dynamics CRM OnPremise works differently.

Dynamics CRM Configuration

Requirements for linking the two services are:

  • Both services are in the same Online Services Tenant.
  • The users have a licence for both products.
  • At least Dynamics CRM Online 2013 (V6.0), that should already apply to all CRM Online customers..
  • The users have the URLs from both services in the local Intranet Zone.

Built in a form

In the “Insert” tab of the form editor, you will find the item “insights from social media”. This you could also add multiple times to the fomular.

Configuration for a single record

Unfortunately, both services are not so closely linked together that automatically the correct data is pulled, therefore you have to say what you would like to see for which record. “Configuring insights from social media” click on it.

Built in a Dashboard

The configuration for Dashboards works similarly to the configuration in the form editor.

Good to know

Should you have multiple CRM instances in the same tenant have one, you can also connect them with your Social Listening instance.

Reset the integration

The settings you have made in your records and dashboards can you easily resetet globally. Simply going back “Microsoft Social Listening configuration”.

 


Dynamics CRM Bookmarklets V2

About a half year ago, I’ve shared my Dynamics CRM Bookmarklets collection with you. Currently the collection has been reworked several times and the number of Dynamics CRM Bookmarklets Sammlung has been nearly doubled. I was influenced particularly with the new ideas for the bookmarklets by Jukka’s ‘CRM Navigation Hacking’ and Markus ‘Find Dependencies for Uninstalling Solutions’.

Compared to my first “Dynamics CRM bookmarklets” article, the display format has changed. Mainly because the implementation was not working clean as a hyperlink. In addition, some functions were still packed in an anonymous function.

Do you want to use one of bookmarklets, you just need to creat any bookmark in the bookmark toolbar of your browser and you change the URL to “javascript: (function () {…” and everything after the line comes from.

If you work with several browsers and want to your bookmarks synced in all of them I can recommend you Xmarks.

Updates!

  • 2017-09-21: added “open record by id”
  • 2017-09-21: updated “update view”
  • 2015-07-19: added “new solution” and “open default solution”
  • 2015-04-26: added “open perfomance center”
  • 2015-04-19: added “update view”
  • 2015-04-15: added “clear localStorage” and “clear seesionStorage”

Should you have own ideas or bookmarks that I have not covered here, you can send me them very gladly.

 


E-mail tracking with custom email fields

Anyone who has ever worked with the Dynamics CRM for Outlook client, is familiar with the procedure of email tracking. You press the “Track” button and the CRM client creates on an e-mail record on the CRM server which again resolves the recipient and sender addresses, and linked to the corresponding records. But what if I want to same more e-mail addresses?

Are e-mails tracked when the e-mail adress is noted in a custom field?

The entity “Contact” has by default already three e-mail address fields. So, I’ve created a custom field as the fourth e-mail field.

When creating your own e-mail address field, it is important that chooses the “e-mail” format. So the CRM know that it can search here for e-mail addresses. By the way is then performed a validation in this field and the e-mail address is formatted as a mailto link, so that your email client will directly open when you click it.

new email field for contact

Next, I’ve created a contact record with four different e-mail addresses and wrote them a message to them and tracked it.

Conclusion to E-mail tracking with custom E-mail fields

In the following screenshot you can see that it works perfectly. All present and the new e-mail address field are actually assigned only by tracking to the contact, to set a regarding was not necessary.

contact with four mail addresses

 


Workflow ExecutionTimeSpan

Last week I had a problem as part of a service request at Microsoft. I should test how long it takes to create a record for a particular entity by a workflow. The whole thing had to be very precise, because the request has been caused by an excessive execution time of a plug-in chain when such a record has been created.

Experimental Setup

The workflow should create a new contact, based on the data of an existing contact record. Let’s name it a Light-copy without relations. It is so configured that an entry in the systemjobs will be created.

Workflow-Log

Unfortunately, the workflow log is not as meaningful as intended. It contains the only times to the minute.

Workflow ExecutionTimeSpan

But that brings me at least an idea. Dynamics CRM stores the data internally with a higher accuracy than it displays it on the surface. Now I just have to get that data, mind you in a CRM Online system.

Workflow ExecutionTimeSpan

Since it is well known fact that you can not access the database in CRM Online directly, I planned to create a query that returns “Created On” and “Modified on” of my workflow. I used the OData Query Designer from the Dynamics XRM Tools to create that query.
When selecting the fields for my query I found a field named “Zeitspanne für Ausführung” field, or in English “ExecutionTimeSpan”. BINGO! That sounds good!

The Query

YOURSERVERURL/xrmservices/2011/OrganizationData.svc/AsyncOperationSet?$select=Name,StartedOn,CreatedOn,CompletedOn,ModifiedOn,ExecutionTimeSpan&$filter=OperationType/Value eq 10&$orderby=CreatedOn desc

To make the URL more understandable for you:

  • The Organization Data Service (OData) URL of your CRM.
    YOURSERVERURL/xrmservices/2011/OrganizationData.svc
     
  • The table from which I need the data.
    AsyncOperationSet?
     
  • The columns from the table that I would like to see as result.
    $select=Name,CreatedOn,StartedOn,CompletedOn,ModifiedOn,ExecutionTimeSpan
     
  • There should be only system jobs of type “Workflow” being returned.
    $filter=OperationType/Value eq 10
     
  • Finally, I would like to have the results sorted by creation date, so that the most recent are on top.
    Who wants to look for a long time.
    $orderby=CreatedOn desc

The Result

In the marked area you can see the columns that we have retrieved and in line 23 the value of workflow ExecutionTimeSpan.
Thus, so the workflow had an execution time of 1.7 seconds.

With Power Query for Excel you can you view the data a little more beautiful, or a whole series of workflows to evaluate and calculate averages with Excel or be generated diagrams. Simply Excel.

Hope it helps!

 


Pass parameters to HTML Webresource

A HTML webresource can not just only show HTML elements on your form, furthermore you can work with JavaScript in it and interact with your form. IF you want to access the Xrm namespace of the form inside your HTML webresource, you simply need prepend “window.parent” to your function call.

This looks like in this example:

If you need a lot of such calls, you can make your life easier and create your own local variable and assign it the complete Xrm namespace
This could look like this:

Pass parameters to HTML Webresource

Alternatively, you can also pass static values to your webresource. Just add a custom parameter in properties dialog of the webresource.

Pass parameters to HTML Webresource

You can access the custom and contaxt parameters with the following script inside your webresource:

The custom parameters should be in the form “Name=Value” should be separated by comma.

The debugger shows you all the accessible parameters:

Pass parameters to HTML Webresource

Context parameters are green marked, custom parameters blue.

You can now access your values through the named array.

Have fun with it!

 


Dynamics CRM Bookmarklets

Nachdem ich im Netz immer wieder über pfiffige Bookmarklets für Dynamics CRM stolpere (vor allem auf dem Blog der Kollegen von Magnetism) und mittlerweile auch ungefähr zwanzig Stück davon in meiner Lesezeichenleiste im Einsatz habe, möchte ich diese für euch sammeln und mit euch teilen.

Kommen wir erstmal zur Definition einer Bookmarklets, damit Ihr wisst worüber ich spreche: Ein Bookmarklet ist ein in JavaScript geschriebenes Makro, das als Lesezeichen abgespeichert wird und dadurch die Funktionen eines Webbrowsers erweitert. Es erlaubt das Aussehen oder die Funktionalität von Webseiten (Dynamics CRM ist mehr oder weniger nur eine Webseite) clientseitig zu verändern.

Ihr könnt die Bookmarklets einfach per Drag&Drop in eure Lesezeichenleiste ziehen oder ihr kopiert die die URL und erstellt euch ein neues Lesezeichen mit dieser.

CRM Bookmarklets für Anwender

CRM Bookmarklets für Administratoren und Systemanpasser

 


Dynamics CRM Online license model





Since October 2013 is Dynamics CRM Online, based on Dynamics CRM 2013, available in Germany as test and purchase version. The whole thing is officially called “Dynamics CRM Online Fall 13”. With the new CRM system, there are not only a modern uncluttered surface and apps for mobile sales but for the first time CRM Online customers can choose between different license options that can be combined with each other.

Dynamics CRM Online license model

The Dynamics CRM Online License Model has four licenses, three of them with different features which can be combined with one restriction : you must buy at least five professional license, unless you acquire licenses through the Open Licensing program.

For customers that have bought before the September 30, 2013 different rules apply. Your licenses will be converted in Professional USLs. Until the expiration of the actual subscription period you pay further the agreed price. After that, the new price will be applied and you can combine individual licenses. The “always five Professional USLs” does not apply here.

   


Professional – €49,80


With the most comprehensive license users can access all sales, service and marketing functions in Microsoft Dynamics CRM.
              Production instance


€420,90 per instance and month
             
 

Basic – €23,00


The license for business analyst and reporting, as well as for beginners, that use activities, customers, contacts, leads, cases or xRM objects.
         
          Sandbox


€115,00 per instace and month
   

Essential – €11,50


For users that work only with xRM objects and related activities to them.
 
       
      Storage


€7,70 per GB and month
     
                   
Inclusive:


1 production instance, from 25 Pro. USLs a sandbox, 5GB storage growing at 2,5GB/20 Pro. USLs up to max. 50GB, Access with apps
 


Enh. Support





€3,80
per user and month

*All prices are per unit (user, instance or Gigabyte) and month.

Lizence details

Here are the precise license details as I have found them on other blogs. Till now I have not yet discovered an official source.

Object Detail Pro Bas Ess
Account General
Add/Remove Customer Relationship
Associate Opportunity with
Activity Feeds: Follow
Feeds: Post
Management
Convert to Case
Convert to Opportunity
Advanced Find
Announcements Create
Update
View
Article Templates
Create
Publish
Read
Auditing Manage
Calendar Shared
Campaigns Normal
Quick
Case Management
Custumer Care Accelerator (CCA Framework)
Charts System Charts
User Charts
Competitors
Contact
Contratcs Management
Templates
CRM Mobile Client
Outlook Client
Web Client
Administer
Dashboard System Dashboards
User Dashboards
Data Import
Excel Export
Manage duplicate detection
ProcessesProzesse Run workflos and dialogs
Custom Entities
GoalsZiele Management
Invoices
Lead Capture
Qualify and convert to account or contact
Qualify and convert to opportunity
Mail merge
Marketing lists
Notes
Opportunities
Orders
Price lists
Product catalog
Queue Use
Manage
Quotes
Connections Between records
Reports System reports
User reports
Sales literature
Search
Territory Management
Yammer Collaboration

Some functions are only available for entites the user has access to.
The Yammer integration requires Yammer Enterprise for €2,30 per user and month.

Enterprise Licence

The Enterprise licence has been introduced later and does not actually fits right in this comparison. Basically it is a bundle of CRM Online Professional, Dynamics Marketing, Social Engagement und Parature what you get for €153,30.

Social Engagement

if you more then 10 Dynamics CRM Online Professional or Enterprise Licences in combination, you get the use right for Social Engagement Professional.

Sandbox

For more then 25 Dynamics CRM Online Professional or Enterprise USLs, the customer gets an free sandbox environment.
Dynamics CRM Online shares the storage automatically about all instances.

Storage

Before Dynamics CRM Online Fall 13, ervery customer get 5GB of storage and buy additional storage.
With the new release ou will get additionall 2.5 GB of free storage for for ever 20 Professional licences in the system (up to 50GB). In case of reducing the number of licenses, Microsoft granted a grace period in which you can reduce the memory consumption, or add additional storage.

With this calculator you can calculate the amount of free storage you will get.

Amount of Professional licences


Represented graphically:


Gigabyte
50,0 
47,5 
45,0 
42,5 
40,0 
37,5 
35,0 
32,5 
30,0 
27,5 
25,0 
22,5 
20,0 
17,5 
15,0 
12,5 
10,0 
7,5 
5,0 
< 20 20 40 60 80 100 120 140 160 180 200 220 240 260 280 300 320 340 360
Professional USLs (User Subscription Licenses)