Dynamics CRM

Limitations of Calculated Fields with real world example

One of my previous articles, I have explained about how cool the Calculated Fields are. But, as always there is a catch, i.e. there are several limitations. So when you decide to use calculated fields, you need to remember these.

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Complex Customer Relationship Structures

In many organizations, they have different relationships between their customers. And these relationships can be very complex. If you get 10 businesses, they do operations in 10 different ways. And you must respect that in order for you to have healthy relationship with your client. Fortunately Dynamics CRM is here to save the day. You can maintain the complexity of your customer relationship in Dynamics CRM.

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Calculated fields explained

Calculated fields in Dynamics 365 is a real cool feature, that enables you to automate various calculations. You also can enforce rules/conditions with calculated fields. The sole purpose of this article is to give you a quick overview of calculated fields and their capabilities. In earlier CRM world we had write many lines of JavaScript to automate simple calculations. This is one of the big goals of Microsoft to reduce the code that we write. So, now you don’t have to be a programmer to apply validations and do calculations on your form. First let’s look at the capabilities of the calculated fields. That is the good side of it. So, calculated fields are capable of doing the following. (more…)

Dynamics CRM will not solve process issues

cap01When we give solutions using dynamics CRM, it is extremely important that the consultant must understand the client’s business domain. Because in many organizations, there are issues in their processes. Introducing technology might make things worse. Therefore, the first and foremost step is to study the business processes well. If you identify any issues with the processes, talk to your client and help them to solve it.

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Enable OneDrive for Dynamics 365

OneDrive integration is one of out of the box features that comes with Dynamics 365. But there are few other steps that you need to perform to enable it for the actual usage. This article is a step by step guide to enable OneDrive in your Dynamics 365 instance. Important thing is that, first you need to enable “Server based SharePoint integration”. Then only you can enable OneDrive to use with your crm instance.

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Dynamics CRM Security Roles – Part 03 – Assigning Multiple Security Roles

Dynamics CRM has the ability to assign users/teams with multiple security roles. This is ideal for medium to small scale organizations. Particularly, in scenarios where, within an organization there are no dedicated teams or individuals to perform certain tasks. Therefore set of business specific tasks can be shared among one or two individuals and the relevant security roles can be associated with the user(s).

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Installing Dynamics CRM2011 Amazon Relational Database Services (RDS) – Part 1

I have been working with Amazon RDS for some time and always wondered that can we install CRM using Amazon RDS? This was a question haunting my mind for from the moment I have started exploring the features of RDS.
After setting up my AWS account I wanted to try this so bad and I did it. The main reason for going with RDS is the rich set of features provided by RDS. You can read more about these feature on the following link. Amazon Relational Database Services-Features

So I have set up an EC2 instance as bellow. Then I configured it to install CRM2011, i.e. configuring IIS and Active Directory services.
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Then I have set up a RDS instance as bellow.

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Make sure that the security group for the EC2 instance and the RDS instance is the same; otherwise you can’t access the RDS instance from the EC2 instance. At the present, it doesn’t support SQL server Analysis and Integration service as well.

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After setting up the instances I have started the deployment of CRM2011, but it failed, because the RDS is not supporting SQL Server Reporting Services.
So I have found a workaround for this. After searching for some time I came across the following link to launch Optimized SQL server instance published by Microsoft. Microsoft optimized instance for SQL Server 2008 R2

So when we design the CRM2011 deployment I assume that we could use this particular image as a separate server which is running SSRS and point to RDS instance as the database. This solution will enhance the performance of the CRM Reports as the SSRS are running with dedicated resources. Or else we could use this as the backend SQL server for the EC2 instance. I’m going to explore these solutions in Part of this blog post.