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Month: January 2015

E-mail tracking with custom email fields

Posted in Dynamics 365, and Revive

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.

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.

Microsoft Dynamics Online Services Support und Service

Posted in Dynamics 365, and Microsoft Social Engagement

Sobald ihr ein Abonnement für einen Microsoft Online Service abschließt (Azure zählt nicht dazu) erhaltet ihr für diesen Service kostenfreien Support von Microsoft. Darüber hinaus gibt es drei weitere kostenpflichtige Microsoft Dynamics Online Services Support und Service Pläne, mit denen Microsoft seine Kunden schneller/besser versorgt und Ihnen weitere Mehrwerte bietet.

Microsoft Dynamics Online Services Support und Service Pläne

Gemeinsamkeiten

Bei allen Microsoft Dynamics Online Services Support und Service Plänen kann man unlimitiert Anfragen per Telefon oder Webformular erstellen.
Man erhält Zugang zu Selbsthilfe Material und zu den diversen Community Foren. Gerade wenn es um die Erweiterung der Lösung geht sind die Community Foren der richtige Anlaufpunkt. Hier tummeln sich viele Gleichgesinnte die einem wertvolle Tipps geben können.
Außerdem gibt es für alle Microsoft Online Services ein Service Health Dashboard.

Subscription

Der Subscription Plan ist der kostenlose Support Plan der in jedem Abonnement verfügbar ist. Wenn ihr mit diesem eine Service Anfrage erstellt, erhaltet ihr innerhalb eines Werktags, zu euren örtlichen Geschäftszeiten, eine erste Antwort von einem Tier 3 Engineer. Ihr werdet dazu bevorzugt per Telefon oder falls ihr nicht erreichbar seid per E-Mail kontaktiert.
Zum Selbststudium erhaltet ihr Zugang zur Selbsthilfe Material.

Enhanced

Wollt ihr einfach nur schnellere Reaktionszeiten ist dies der richtige Plan für euch. Hier erhaltet ihr innerhalb von zwei Stunden, entsprechend euren lokalen Geschäftszeiten, die erste Antwort vom Support.
Zusätzlich erhaltet ihr Zugang zu eLearning Material.

Professional Direct

Mit dem Professional Direct Plan spielt man schon in einer anderen Liga. Die erste Antwort erhaltet ihr hier innerhalb von nur einer Stunde. Ein Tier 2 Engineer kontaktiert euch zu egal welcher Uhrzeit. Ihr solltet also auch zu sehen dass ihr selbst rund um die Uhr zu erreichen seid.
Das Trainingsmaterial welches ihr ab diesem Plan erhaltet ist auf eure Bedürfnisse anpassbar.
Zusätzlich erhaltet ihr monatlich von einem Service Delivery Manager Informationen und Eskalations-Unterstützung zu euren laufenden Anfragen und Analysen zu bisherigen Anfragen. Außerdem werdet ihr über den Status eurer Lösung informiert und erhaltet Unterstützung bei der Planung von Updates.
Ein Service Delivery Manager kann euch auch eingeschränkt beratend zur Seite stehen.

Premier

Willkommen in der Oberliga. Eure erste Antwort auf eine Service Anfragen erhaltet ihr hier ebenfalls rund um die Uhr innerhalb einer Stunde, aber diesmal von einem Tier 3 Engineer.
Monatlich kontaktiert euch ein, oder besser gesagt euer, Service Delivery Manager. Dieser steht euch auch beratend und proaktiv mit Verbesserungsvorschlägen zur Seite und besucht euch, falls nötig, auch vor Ort.

Übersicht

Dynamics CRM 2015 Outlook Client

Posted in Dynamics 365

Compared to its predecessors, Dynamics CRM 2011 and 2013 has not changed much in the system requirements and the configuration of Dynamics CRM 2015 Outlook client. The demands on the hardware has not changed and the demands on the operating system and the Office suite have been updated.

Dynamics CRM 2015 Outlook Client – System Requirements

Hardware Requirements

  Minimum and Online Mode Recommended and Offline Mode
CPU 1,9 GHz x86 or x64 Dual-Core
with SSE2 instruction set
1,9 GHz x86 or x64 Dual-Core
with SSE2 instruction set
RAM 2 GB 4 GB
HDD 1,5 GB 2,0 GB, 7200 RPM
VGA SVGA, 1024×768 SVGA, 1024×768

Microsoft Dynamics CRM 2015 for Outlook will be probably also install and operate with fewer resources, but then performance is below what Microsoft provides for this application.

Network Requirements

  • Banwidth > 50 kbps
  • Latency < 150 ms

Software Requirements

  • Operatingsystem
    • Windows 8.1, Windows 8, Windows 7 and Windows Vista SP2 (x86 or x64)
    • Windows Server 2012 when running as a Remote Desktop Services application
  • Browser
    When it comes to browser I want to mention that the Outlook client uses the engine of Internet Explorer, this should therefore necessarily be installed in a supported version.

    • Internet Explorer 10 and 11
    • Mozilla Firefox (latest Version) on Windows 8.1, 8 or 7
    • Google Chrome (latest Version) on Windows 8.1, 8 or 7 and also on Google Nexus 10 Tablet
    • Apple Safari (latest Version) on Mac OS X 10.8 (Mountain Lion), 10.9 (Mavericks) or Apple iPad
  • Microsoft Office
    • Microsoft Office 2013
    • Microsoft Office 2010

    Do you have multiple versions of Microsoft Outlook the Dynamics CRM 2015 Outlook client is only running in the latest version of Outlook.

     

  • Miscellaneous
    Following components will be, if not already present in the system, installed::

    • Microsoft .NET Framework 4.5
    • Microsoft Windows Installer 4.5
    • MSXML 4.0
    • Microsoft Visual C++ Redistributable
    • Microsoft Report Viewer 2010
    • Microsoft Application Error Reporting
    • Windows Identity Framework (WIF)
    • Windows Azure AppFabric SDK V1.0
    • Windows Live ID Sign-in Assistant 6.5
    • Microsoft Online Services Sign-in Assistant 2.1
    • Microsoft SQL Server Native Client
    • Microsoft SQL Server Compact 4.0
    • Reporting Services Microsoft ActiveX Control

Dynamics CRM 2015 Outlook Client –
Installation resp. Upgrade-Installation

  1. System Requirements Check
    • For an upgrade installation, the Microsoft Dynamics CRM 2013 Outlook client must be installed.
      The 2011 or even the 4.0 client is not supported and should first be removed.
  2. Log in as a local administrator on the computer
  3. Best Practice: Install the most recent updates for Microsoft Office
  4. Get installation files and start:
    • Web-Installer
      Do you work with computer on which is Outlook installed and you oepn CRM in a browser, you will be presented a yellow message bar which is labeled “Get CRM for Outlook”. If you push the button, a small web installer downloades the then starts and the installation of Microsoft Dynamics CRM 2015 for Outlook starts.
    • Download-Installer
      To completely download the installer on your computer you will need to browse to the Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (Outlook client) download page. There you can download the installer and for your Outlook version (x86 or x64) in accordance with your CRM servers version and its base language. Also possibly later released a service pack and update rollups should be installed in accordance with the CRM Server version and base language. Once the download is complete you start the downloaded file and start the installation.
  5. Accept license agreement
  6. Selects whether now already want to obtain updates through Windows Update and ride with the installation.
            I prefer the subsequent installation by Update Rollup her mostly found on Microsoft download page below the download installer, so I know exactly what is installed.
  7. If you click here on options, you can choose to install the offline functionality of the Dynamics CRM 2015 Outlook client. For this, a Microsoft SQL Server Express 2012 is installed. You can also install this function at any time later by just click “Go Offline” in the Dynamics CRM 2015 Outlook Client .
  8. Now click on “Install” respectively “Upgrade now” and off you go.

Dynamics CRM 2015 Outlook Client – Configuration

  1. Should you have never started Outlook is this the first step. The Microsoft Dynamics CRM 2015 for Outlook client requires an existing e-mail profile.
  2. Start Configuration-Wizard: on the start screen click “Configuration-Wizard” or in earlier Windows Versionen go to Start > All Programs > Microsoft Dynamics CRM > Configurations-Wizard. You can also start the Configurations-Wizard from the CRM Tab in Outlook.
  3. Server URL
    • Microsoft Dynamics CRM Online customers can open the Dropdown-List and will find the entry “CRM Online” vor
    • Microsoft Dynamics CRM on-premise customers enter the internal or external URL of the Discovery-Service URL, depending on your configuration
  4. Click on “Test Connection…”. For CRM Online you will be probably asked for your credentials. Use the credentials you for CRM in the browser.
  5. On successful connection test it fills the section “Organisation Information” with the organizations available for your users.
  6. Pick your organization and click OK