First preview of Dynamics CRM Q4 2011 Service Update (and more)

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Posted on 13th July 2011 by Jukka Niiranen in News and events

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There’s an immense amount of product news coming up from the WPC 2011 conference, due to the sheer size of Microsoft’s portfolio of different product lines. Luckily also Dynamics CRM had its 15 minutes on the WPC keynote stage and we saw a few bits and pieces of what lies ahead in the upcoming Q4 2011 Service Update that will become available to both CRM Online and CRM 2011 on-premise later this year. I already wrote a post in Finnish about the CRM news from WPC, but I thought I’d also share a few screenshots here to those who haven’t seen the keynote video.

Social business remains a hot topic and Microsoft will add some of the much needed social aspects into the next release of Dynamics CRM. Activity feeds á la Twitter, Facebook, Yammer, Chatter and the likes will be integrated also into Dynamics CRM, as can be seen in the demo dashboard below.

In addition to allowing status updates from colleagues, the functionality we saw earlier in CRM 4.0 as the Business Productivity Newsfeed Accelerator (though merely a report) and then later on implemented through 3rd party add-ons like Vibe from Sonoma Partners, now looks to become a core part of Dynamics CRM platform. I’d imagine these automatic feed items are still posted as a result of record updates triggering workflow process rules, like in the aforementioned examples.

Office 365 will become the new home of CRM Online in Q4 as it integrates into the same infrastructure. In addition to subscription management and authentication provider improvements, there’s some interesting benefits for CRM in the Lync integration provided from the Office 365 cloud. No longer will you be limited to only have chats and video conferencing with your colleagues. If the customer contacts in your CRM database are also users of Office 365, their presence information can be federated across organizations (if they choose to, I’m sure) and presented right inside the CRM forms, allowing you to reach out to them through Lync with one click.

Azure Data Market is now being marketed as the “one-stop shop for premium data and applications”. The Dynamics CRM demo included a custom button called Azure Enrich, which went out into the Data Market, opened up D&B’s company database and provided the missing address information for the Contoso account. I guess the big news here isn’t how you can retrieve company data through the API, but rather what the existence of a central marketplace can actually do in making data available to a whole new scale of potential customers, from a variety of global players. The cloud is not only for apps anymore.

In the WPC keynote demo we saw again a Windows Phone 7 client for Dynamics CRM. This time there was also one new screen included, which presents the same activity feed information (labeled as “records feed”). It doesn’t quite compete with the other flashy WP7 Mango demos presented later on in the session, but definitely a useful way for mobile workers to keep an eye on what’s going on in the CRM database while outside the office.

Oh, and of course there was the tablet app built for running Dynamics CRM on a Windows 7 slate. With all the Metro UI goodness, I’m wondering what the out-of-the-box experience could actually become like once we reach Windows 8…

Office 365 launches without Dynamics CRM integration for document management

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Posted on 28th June 2011 by Jukka Niiranen in Annoyances |News and events

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Today was finally the big day when Microsoft’s cloud productivity platform BPOS was replaced with Office 365, which is now available for subscription. Having played with the beta version for a while now, I’m overall quite impressed with how close the SharePoint Online environment now is to its on-premises counterpart. While the limitations are still somewhat more visible than when comparing CRM Online vs. CRM 2011 on-premises versions, I think it’s already close enough to enable a significant part of traditional business requirements for SharePoint to be fulfilled with the cloud platform.

Microsoft confirmed already last fall that also Dynamics CRM Online will eventually be migrated onto the same Online Services Delivery Platform as Office 365. In addition to being a natural fit with SharePoint and Exchange, CRM Online should also gain benefits into both its subscription management as well as authentication options as a result of  this migration. However, there’s no official timeline or feature set communicated yet, so we’ll have to keep waiting possibly until Q4/2011, when the next update for Dynamics CRM has been scheduled to become available, as announced in the latest Statement of Direction document.

Ever since Dynamics CRM 2011 was launched with built-in SharePoint document library integration, there’s been a bit of anxiety on when this functionality could be leveraged with the cloud versions of CRM and SharePoint. Since BPOS was built on SharePoint 2007, it wasn’t possible to utilize the Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 in the Online environment. This meant that setting up a document management enabled trial environment with CRM Online required an on-premises SharePoint server, which wasn’t too convenient. Nor was it for any customer looking to go “all in” with their MS applications. Oh well, but now that Office 365 is available, that’s all a thing of the past, isn’t it?

Wrong! Despite of the better together marketing message surrounding Office 365 and CRM Online, there’s actually still no way to integrate the SharePoint document libraries with the CRM List Component. Sure, you can upload the solution file into a SharePoint Online site and publish it. What you cannot do in the Online version is to take care of the second part of the installation steps, which involves the AllowHtcExtn.ps1 PowerShell script,used for enabling .htc file extensions to be served from SharePoint.

Why is this important? Because without the .htc support, you can’t actually do anything with the document library. The folder creation can be configured and it flows through as it should when accessing the Documents menu for a new record, such as an account. However, after that you are presented with the following prompt:

“The action buttons are disabled because the SharePoint server that you are using does not allow HTC component files. To enable the buttons, contact your system administrator.” What this means is that the document library will be rendered nicely inside the CRM entity form, but you can’t upload any documents to it. Clicking on the buttons does nothing, as they’re all disabled.

How about on the SharePoint side of things then? We can see that the entity specific document libraries are created and also the corresponding folders for each record where the document location has been defined. We can also of course use the native SharePoint UI to upload documents into the library.

Then when you access the corresponding record through CRM, you can see that the document does appear in the library. But with all the controls disabled, you again cannot do anything with it, like open the document, for example. How nice…

How did we end up in this situation where the latest and greatest cloud offerings from Microsoft are not working together like they obviously were inteded to? That’s a very good question. The problem with Office 365 SharePoint Online limitations and their implications to Dynamics CRM document management functionality has been a known issue throughout the whole beta phase of Office 365. There are several threads on the Office 365 community forums regarding this. Yet the response from Microsoft has been that this cannot be resolved by GA (general availability) of Office 365 (as in “today”), but rather we’ll have to wait for the first service update, probably. Come on! How can 6 months not be enough to allow one .htc file to perform its work and provide the document integration between CRM and SharePoint? I find it extremely strange that the product management behind Office 365 has allowed such a flaw to be included in the initial release version.

Of course eventually this issue will be solved and we’ll be able to experience the full document management process flow with Microsoft’s cloud applications.

Greetings from Microsoft Convergence 2010 EMEA

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Posted on 25th October 2010 by Jukka Niiranen in News and events

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Continuing with the format introduced in 2009, this year’s Microsoft Convergence for the EMEA region was split into three locations: London, Prague and The Hague. Out of all the options, Prague fit our schedules the best, so that became our destination of choice to hear the latest news and buzz around Microsoft Dynamics products.

With the fairly recent release of Dynamics CRM 2011 public beta, there was certainly a lot for Microsoft to present on the CRM front. Having been working with the product since CTP3 already, I wasn’t expecting too many surprises for myself in the CRM 2011 session contents. It’s still interesting to observe what is being said about the new release and how the customers and partners react to it. There is such a wealth of new, important features included in CRM 2011 (see my walkthrough slides for starters) that you can’t really construct the one right pitch for the product. You could say that there’s something for everyone.

We saw the first glimpse of CRM 2011 during Kirill’s keynote, when Reuben Krippner showed a bit of Process Dialogs in the Dynamic Business demonstration. From there on, Reuben was a busy man, since he was giving demos in the next four consecutive CRM sessions on the agenda. Great job pulling it off, Reuben! Let’s hope Liverpool picks up their pace in the Premier League, so we can see some more of them in future CRM demos ;)

Barry Givens held the last CRM session of the day, focusing on data visualization in CRM 2011. Not like we hadn’t seen the charts a few times already during the day, but hey, I always enjoy hearing Barry talk about his favorite topic i.e. analytics in CRM. While the out-of-the-box charts in CRM 2011 certainly do deliver value, you should really look at the broader picture of what the visualization features introduced in the new version truly mean in terms of customization and application design. The charts are actually one alternative method of navigation, due to their tight integration with grids and the drill-down capability. They can be embedded not only on grids but also forms (through sub-grids), bringing visualizations to every part of the CRM UI. Oh, and don’t forget to check out my post about editing the .NET Chart Controls for CRM 2011. Dashboards, on the other hand, are not just an item in the main menu but rather a new form type. By allowing flexible arrangement of embedded components like grids, charts and web resources, the dashboard forms might actually one day become the next generation UI for navigating in Dynamics CRM. You know, something for the future ahead of us when every modern web app must be built in RIA fashion, with Silverlight controls and what have you.

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Greetings from Microsoft Convergence 2010 in Atlanta – Part 1

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Posted on 2nd May 2010 by Jukka Niiranen in News and events

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This year’s main event for Microsoft Dynamics product line is now over and done with. It was the second time I attended Microsoft Convergence, and the first one on US soil. Here are some of my miscellaneous notes and thoughts on the event.

First of all, getting to Convergence 2010 in Atlanta this year was not easy, as I’m sure many fellow Europeans noticed. No, the problem was not in acquiring tickets or hotel accomodation, it was in the physical act of getting to Atlanta through the volcanic ash cloud that paralyzed the airspace in most of Europe the week before Convergence was set to start. I was in Kuala Lumpur at the time of the eruption and had to re-route myself directly from Malaysia to United States, without visiting my home base in Helsinki. The one week trip in South-East Asia turned out to be a three week trip around the world, which was a bit of a rough ride, but I’m glad to have made it to all the meetings I had planned, attended Convergence for the whole duration of the event and returning safely back home (with a huge pile of laundry in my luggage).

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