Top 10 Data Migration Traps

While planing for the data migration item for one of my project, found this great article by Bruce Buxton which explains top 10 data migration traps. It was good to know as prevention is always better than cure 🙂

http://www.xrmconsultancy.com/2013/10/top-10-data-migration-traps/

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Microsoft System Center Management Pack for Dynamics CRM 2015

You can get the System Center Operations Management pack from the Microsoft Download Center

The System Center Management Pack for Microsoft Dynamics CRM 2015 enables you to administer the Microsoft Dynamics CRM 2015 application in Microsoft System Center Operations Manager (SCOM) 2012 or a later version.

Feature Summary

  • Monitors the availability and heath of the following components
    • Microsoft Dynamics CRM Server 2015
    • Microsoft Dynamics CRM 2015 E-mail Router
    • Microsoft Dynamics CRM 2015 Reporting Extensions
  • Monitors the availability and health of the following component services:
    • Microsoft Dynamics CRM Asynchronous Processing Service
    • Microsoft Dynamics CRM Asynchronous Processing Service (maintenance)
    • Microsoft Dynamics CRM Sandbox Processing Service
    • Microsoft Dynamics CRM E-mail Router Service
    • Microsoft Dynamics CRM Unzip Service
    • World Wide Web Publishing Service
    • Indexing Service
  • Monitors the availability and health of the following application components and functionality:
    • Operability of ISV plug-ins
    • Web application requests processing, SOAP exceptions, and unexpected failures
  • Monitors the performance metrics of the following components:
    • Web application requests processing
    • Database query processing
  • Monitors the system for configuration-related failures.

Supported Operating System

Windows Server 2008 R2 SP1, Windows Server 2012, Windows Server 2012 Essentials

Other Software

  • System Center Operations Manager 2012 or a later version
  • Microsoft Dynamics CRM Server 2015

 

***Reference: The Microsoft Dynamics CRM Blog

PowerAnalytics: GOOGLE ANALYTICS CONNECTOR FOR MICROSOFT DYNAMICS CRM

Recently read about this interesting connector. The Connector allows the integration between Microsoft Dynamics CRM 2013 / 2015 with the Google Analytics Platform.

Thanks to this application you can track over time the movements and clicks which your customer will do on your websites. Also taking advantage of the “Custom Dimensions” you can decide what information to send, about your customer, to the Google Analytics Platform.

The connector is divided into two different applications:
PWRScript: is a script that should be included on your websites and is generated by a configuration tool and allows the tracking of customers from the newsletter click on.

PWRGetApi: is an application that connects to the Google Analytics API and picks up all the previous day’s information saved inside of Google Analytics.

Once the application downloads all pages from Google Analytics, the application connect every page to every customer (where is possible) and for you is so sample to understood what your customer has visited.

You can also use Dynamics CRM filters to exclude certain type of visits, clicks, or other actions from IP address or domains.

You can define your process and activate it when your customer visited a web page i(e.g. when the customer after filling out an application form, was redirected to the thanks page).

http://www.poweraddon.com/google-analytics-connector/

Power BI for Office 365 and CRM 2015: Get CRM data to Excel with a click

Update 20th Feb 2016:

Connecting CRM 2016 to Power Query in Excel 2013 with updated Odata feed

Original Post:

What is Power BI?

Power BI is a cloud-based service that works together with Excel to provide a complete self-service analytic solution. With both Excel to author reports and Power BI for Office 365 to share them, you can give everyone in your organization a powerful new way to work with data.

Power BI Excel graphic

In Excel, you can now discover, combine, model, analyze, and visualize data like never before.

With Power BI for Office 365 you can easily setup an online gallery for users to share insights, collaborate and access reports created in Excel, from anywhere on any device while asking questions in natural language to get live interactive answers through data visualizations.

Self-Service BI in Excel

Self-service BI features in Excel 2013 make discovering and visualizing data easy. These four features – Power Query, Power Pivot, Power View, and Power Map – work seamlessly together.

With Power Query, you can search the entire cloud for data, both public and private. Using multiple data sources, you can filter, shape, merge, and append that data using Power Query… without bringing any of it into Excel. You get a view into the data, shape it how you want, and can then send it directly to the Data Model in Power Pivot. And even then, you can create new calculations and fields in Power Pivot to get just the dataset you want.

Power View uses the Data Model to bring that data to life. Create reports, then let others interact and drill into them, changing visualizations on the fly as they select report elements.

Connecting CRM 2015 to Power BI Excel

Power Query for Excel uses OData feeds to get the data from CRM using OData Organizational Data Services. Using this one can get all the data from CRM into Excel and use the power of Excel for analyzing data in depth.

To start, one need to have Microsoft Power Query for Excel add-on installed. This can be download at below link.

http://www.microsoft.com/en-us/download/details.aspx?id=39379

PBI1

Navigate to your CRM organization and copy the Organizational Data Service URL from Setting > Customizations >Developer Resources.

PBI2

Open Excel and go to POWER QUERY tab and select From Other Sources button in Get External Data section. Here we have multiple data sources options to get data from to Excel like SharePoint, Azure, Web Search, Active Directory, Exchange, OData, etc.

For connecting to CRM, we will use From Odata Feed.

PBI3

Paste the OData URL into URL field on OData Feed dialog

PBI4

Go to Organizational account tab and select the OData URL to use.

PBI5

Click Sign in to connect to CRM instance.

PBI6

On successful sign in, click on save. This will open a query window where one can select the CRM table which you want to query data and apply different filters.

PBI7

The filtered query can be saved for future use and the data returned will be displayed in Excel worksheet.

PBI8

Once the data is in excel, your open to use all Excel features to work with the data outside CRM and build the report as you wish with few clicks.

PBI9

Other sources that Power BI supports for getting data into Excel with few configurations are Web (search), File (Excel, CSV, XML, Text, Folder), Database (SQL Server, Access, SQL Server Analysis Services, Oracle, IBM DB2, MySql, PostgreSQL, Sybase, Teradata), Azure, SharePoint, OData Feed, Hadoop File, Active Directory, Microsoft Exchange, Facebook, SAP BusinessObject BI Universe, Salesforce Objects, Salesforce Reports, ODBC.

CRM Forms loading too slow?

MSDYNAMICSBLOG BY DEEPESH

Often I hear people complaining on performance issues during load of new versions of CRM: 2013 and 2015.

Here is a list I compiled over a time period of what should you be trying to look to increase performance apart from using Recommended hardware suggested by Microsoft.

Common configuration settings for Internet Explorer

Microsoft Dynamics CRM is a web-based application and uses Internet Explorer as the user interface to view, add, or edit information that you’ve stored in the CRM database. Make the following common Internet Explorer configuration settings to optimize your CRM experience.

Increase concurrent download sessions

By default, Internet Explorer 7 and earlier versions limit the number of files that you can download at a time to two. Internet Explorer 8 limits the number of files that you can download at a time to six.

The Microsoft Dynamics CRM application synchronously requests data to and from the CRM…

View original post 423 more words

CRM 2013/ 2015 : Performance Analyzer Tool

XRM/ CRM Series

I hope many of you would be knowing this, but just thought to share this as a refresher at the end of the year. With the release of Dynamics CRM 2013 SP1, Microsoft has introduced an analyzer to track performance on CRM form and view Loads.

This tool is an efficient one as we do not need to rely on the traditional Fiddler Tool to analyze the performance bottle necks of the CRM page. Its simple to use and provides detailed statistics.

We need to follow simple steps as below to take advantage of this feature.

Step 1: Open a CRM Form. For example you can open an account form.

Step 2: Then using your keyboard select Ctrl + Shift + Q to view the performance analyzer. The analyzer window as shown below would come on top of your browser.

Perf_1

Step 3: After this we need to “Activate” this utility…

View original post 141 more words

CRM 2011 / CRM 2013 COMPARISON TOOL

COMPARISON TOOL is a tool for Microsoft dynamics CRM 2011/2013 (CRM Online) that compare two different customization. COMPARISON TOOL gives you possibility to compare:

a) Attributes.
b) Sections.
c) Tabs.
d) Relationships.
e) Events.
f) Business Rules (Only for CRM 2013).

Main Features:
1. Supports 2011 and 2013 version servers.
2. View list of intersected entities.
3. View list of unique data for each customization.
4. Export excel file that include results of comparing.

comparision tool

https://comparisontool.codeplex.com/

Another Handy Tool Compliments of BusiPlanIT: Email to a Team

busiplanit

How many times have you heard, “Why can’t I email a Team in CRM”? Since Dynamics CRM uses Activity Parties, the Team option is not available. When creating a Workflow, the User must manually select all of the Users that are members of the Team and add them to the “To” field in the Email template. Who wants to do that??? What happens when members of the Team change?

At BusiPlanIT Labs, we have released another handy tool that leverages Custom Workflow Activities in CRM to solve this common challenge. This Custom Workflow Activity works in CRM Online and On-Premise for CRM 2011, CRM 2013, and CRM 2015. Users must have email capabilities set up in CRM either through the Outlook Client, Email Router, or Email Server Side Sync in order for emails generated by the Workflow to be sent out.

The solution is very simple. It has one component.

View original post 418 more words

Script Search Utility for Dynamics CRM 2011/2013

MSDYNAMICSBLOG BY DEEPESH

Script Search Utility for Dynamics CRM 2011/2013 addresses some of the following pain points while configuring, documenting and trying to resolve issues related to scripts in Dynamics CRM 2011 and Dynamics CRM 2013. Key features of this application are:

• For documentation purpose, Ability to search script files for specific text in script like unsupported scripts during CRM upgrade
• For documentation purpose, Ability to search scripts for attribute names in CRM scripts.

This tool also lets you copy search result to clipboard.

Download link: Click here

How to use :

Download the doc file, rename it to zip file, extract it and you are done.

For any issues/ bugs, you can connect me directly at –deepeshsomani@hotmail.com

clip_image002

This tool uses the Connection Control for Microsoft Dynamics CRM 2011 which is available at https://connectioncontrol.codeplex.com. I recommend using this tool for anyone who needs to connect to CRM instances be it…

View original post 14 more words