Hosk’s Top CRM Articles of the week – 27th May

Quotes

if you had more time you could do all the things you wanted. You only have time to focus on one thing you really want to do

#HoskWisdom

Great minds discuss ideas; average minds discuss events; small minds discuss people.

Eleanor Roosevelt

 

Article of the week

Jukka Niiranen has been busted some moves with Sway recently, almost enough to make me want to use it.

Sway is like a cool Powerpoint, I learnt Salesforce has 5 times the market share of CRM (19.7% Salesforce, 4.3% Microsoft).  It’s a great Sway presentation and the information makes you think where the CRM industry is heading in the future

Best of the Rest

Dynamic CRM Salary survey 2016

Thoughts on Microsoft Dynamics CRM Strategy

Three new features of Microsoft social engagement 

Leon Tribe on ADX Portal

Use Machine Learning to Predict Customers You Might Lose (Part 1)

Managing Microsoft Dynamics CRM 2016 online service updates

Data Loader

Dynamics Connector is being discontinued, What does it mean?

Article from technology professional Mitch Milam- summarizing the new features

CRM 2015 – What developers need to know about the activity entity

Project Service and Field Service trials now available as solutions for CRM2016 Update 1 orgs

If Bob Paisley managed a CRM team

Here’s your guide on how to enable and create your first survey with Dynamics CRM 2016 VOC.

How to free storage space in CRM2016 

What’s new with Dynamics CRM 2016 and CRM online.

Field Data Auto-complete  

Create Custom Page Template in Adxstudio

Why Microsoft Dynamics CRM presentation

CRM 2016 – Default CRM mobile app works fully offline and the limitations of previous offline versions

Microsoft Sets the Stage for IoT-Enabled CRM 

The rise of Microsoft Dynamics CRM

{Dynamics CRM 2016 Update 1} Organisation Insights Dashboard in Dynamics CRM

Questions on Microsoft Dynamics CRM solutions and environments

Are you aware about this? Dynamics CRM New Feature – Templates for Email Signatures

Struggling with the implementation phase? Here’s How to implement CRM through Phased Approach

CRM developers tools of the trade – ReSharper

Blog Post: salesforce – Hell Freezes Over

other

Ted Talk – Why some of us don’t have one true calling

US government is spending billions on old tech that barely works, says watchdog

“We no longer talk about the lagging indicators of success, right, which is revenue, profit. What are the leading indicators of success? Customer love,” Nadella says.
Whilst on the train I was reading Microsofts Earnings Release FY16 Q3
There were a few interesting things to note
REDMOND, Wash. — April 21, 2016 — Microsoft Corp. today announced the following results for the quarter ended March 31, 2016:
· Office commercial products and cloud services revenue grew 7% in constant currency driven by Office 365 revenue growth of 63% in constant currency
· Office consumer products and cloud services revenue grew 6% in constant currency with Office 365 consumer subscribers increasing to 22.2 million
· Dynamics products and cloud services revenue grew 9% in constant currency with Dynamics CRM Online seat adds more than doubling year-over-year
 Dynamics CRM Online seat adds more than doubling year-over-year

Salesforce (CRM) Chooses Amazon (AMZN) For Cloud Services In $400 Million Deal

Useful Hosk Links

Hosk list Of CRM 2013 Tools

A list and review of CRM 2013 tools, this will probably work in CRM 2015 as well

Hosk’s CRM Developer Articles

A collection of my favourite CRM Developer articles I have written

MB2-703 – CRM 2013 Customization and Configuration Certification Information

All the CRM 2013 content to help you pass the exam

HoskWisdom – Hosk Developer Quotes

 Words of Wisdom from the Hosk.  I have written over 900 articles, surely I should have said a few memorable things

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CRM 2016 – What you need to know about Themes

The introduction of Themes in Microsoft Dynamics CRM 2015 added much called for functionality to allow customers to change the branding of their Microsoft Dynamics CRM instance.  With this one feature Microsoft removed one a major driver for unsupported customizations in Microsoft Dynamics CRM (Why you shouldn’t put unsupported customizations in Microsoft Dynamics CRM)

I’m studying for the MB2-712 – CRM 2016 customization and configuration exam and one of the new topics is Themes, in this post I will show what Themes do and some of the limitations of themes.

Themes are awesome

Themes added much demanded branding functionality, it allows you to change colour scheme of your instance of Microsoft Dynamics CRM and add your company logo to replace the words Dynamics CRM.

Lots of customers asked to change the colour scheme but these changes could only be done using unsupported customizations.

The main functionality of themes is

  • Add a logo to CRM
  • create entity specific colouring
  • Change navigation colours

Where do I find themes

One of the trickiest aspects to themes is finding out where they have the functionality, it’s hidden away in
Settings –> Customization –> Themes
Themes 1
  Themes 2

Add a logo

The most common task you will need to do is add a logo.

You need to create a new theme first, the easiest way to do this is to clone the default solution

Open your new theme

theme 4

Select the Logo lookup.  You will need to create a new web resource

theme 3

Select logo and publish the theme.  Just because Microsoft allows you to select themes, it won’t stop you creating ugly colour schemes

theme 5

Quick start

Quick 2 minute video introducing you to themes

CRM 2015 – Theme’s youtube video

This technet article explains in detail what you can do and the limitations of themes

These two blog posts go into themes in details, showing you what each change does and where it’s used.

One  criticism I have with themes is choosing the colours is difficult because you have to type in the correct color code and who knows that.  Luckily CRM MVP Guido Preite has made a fantastic Dynamics CRM theme generator

Dynamics CRM Theme Generator

It allows you to easily pick colour and preview your choices, awesome work Guido

Interesting use for Theme’s

Themes can enable people to easily identify what environment they are on.  When you have lots of environments

  • Production
  • Pre-Production
  • Q&A
  • Test
  • Dev

It can be difficult to know which environment you are on, particularly if you have numerous Microsoft Dynamic CRM’s open at the same time, which is something developers often do because they are comparing values between environments.

In the CRM 2011 days we use to put an unsupported change which changed the a label on the CRM, sorry I mean other CRM developers did this sort of thing, I would never put an unsupported change into CRM 🙂

Themes allows you to set different CRM environments as different colours, increasing the chance of someone not accidentally updating production.

Useful resources for Themes

After publishing this blog post, Natraj Yegnaraman got in touch to send me these two interesting blog posts he wrote on Themes.

Bookmarklet: Theme Colour Picker

This is great Bookmarklet which adds colour picking functionality to the form

Using Stylish to enhance CRM

This isn’t related to themes but it allows the labels to be fully shown

Limitations

The default theme is called CRM Default Theme

The default theme is type System and Default Theme = Yes

This technet page has some good limitations

What can you change or adjust?

  • Logo
  • Logo tooltip
  • Navigation bar color
  • Navigation bar shelf color
  • Header color
  • Global link color
  • Selected link effect
  • Hover link effect
  • Process control color
  • Default entity color
  • Default custom entity color
  • Control shade
  • Control border
Themes cannot be included in Solutions.  This means you need to export and import them between organisation.
After importing a theme you must publish it.
When you publish a theme, previously published theme will become unpublished
The limitations below are from the technet article
  • Even though the theme colors are applied globally throughout the application, some legacy UI areas, such as gradient buttons, will retain the default colors.
  • Certain areas must use dark or light colors to contrast with the default icon colors. The icon color isn’t customizable.
  • An entity can’t be displayed in different colors under different Sitemap nodes.
  • The Sitemap nodes colors aren’t customizable.

Dynamic CRM Salary survey 2016

 

Only in our dreams are we free. The rest of the time we need wages.

Terry Pratchett

 

Dynamics recruiter Nigel Frank International annual Microsoft Dynamics salary survey is available and is an interesting read, you can Download Salary Survey Report

The Dynamics survey is made from 18704 professionals in 131 countries and doesn’t just focus on salary but other areas

  • geography
  • wages
  • working hours
  • gender
  • certifications
  • bench time
  • reason for changing jobs
  • bonuses and benefits
Nigel Frank suggest you find out:
  • How much you should be earning
  • How your salary compares to others in similar roles
  • Insights into global bonuses and benefits
  • Movement between End User and Partner
  • Insights into the motivations for changing jobs and employers
  • Key aspects of job satisfaction

Why you should care about average wages?

Average salary surveys are a broad guide,roles and responsibilities can’t always be grouped.  The regions in salary surveys can be vast, in the UK it groups the Midlands and East Anglia when these areas are over 100 miles apart (it’s big in the UK overseas readers).  Salary surveys have people who have just started in a role and someone who has been in that role for many years.

Working isn’t all about money, well until you find someone else in the company is getting paid more for doing the same job!

There is value to salary surveys, it gives you an opportunity to compare your current wage with the average, it gives you an estimate of what you could earn for your current role or a different role.

Its perceived wisdom you will get bigger pay rise if you move companies because companies give you a percentage pay rise of around 3 to 5 percent.  When you move companies you might get a double-digit pay rise when the company pays you for the experience.

With the increased effectiveness of recruitment consultants thanks to LinkedIn, perhaps Microsoft Dynamic partners should pay more attention to the average wages because its likely Microsoft Dynamics professionals will receive job offers via LinkedIn.  If companies aren’t paying the average wage then these employees could be tempted away.

I’m often curious of the cost of replacing an employee, do companies take into account

  • business knowledge
  • project knowledge
  • relationships
  • internal process and procedure knowledge

hiring a new person brings

  • Recruitment costs (time)
  • Recruitment agencies (if you can’t use your network)
  • risk of hiring unsuitable person (skills, personality/culture clash)

There are lots of potential pluses if you hire the right person, they bring in fresh ideas, different perspectives, energy and enthusiasm.

It’s easy for Dynamics professionals to leave, this highlights how important managing your Dynamics professionals is and ensuring they are content.  Dynamics CRM is a people business, in most instances the company is selling the skills, knowledge and experience of their CRM professional rather than a product.

Average Salary is a tool

Knowing the average wage is a useful bargaining tool to take into your review (as long as its more than your current wage).  It gives an anchor to the discussion and offers an impartial view of an average wage in the industry

if you are thinking moving jobs, it be used to see if the role is paying the going rate and not just more than your current wage.

Interesting facts in the survey

The survey was probably limited by the need for English speakers but 27.6% of the responders were from United States with 10 percent from England.
  Salary survey 1

 

42% are certified

35.7% experience a pay rise post certification

It shows the benefit of passing Dynamics certifications with a 3rd receiving a pay rise, surely it’s worth a couple of months revising for a certification to get a pay rise and increase you knowledge of Dynamics CRM.

34% plan to leave their current job within 12 months (if you listen carefully you can hear the recruitment consultants cheering)

28% sat on the bench for more than 1.5 days a week in 2015.

34.3% said the reason to move job was lack of Leadership & vision

Sales Salary Figures UK

Salary survey 2
Salary survey 3

Who do you work for?

It is not the employer who pays the wages. Employers only handle the money. It is the customer who pays the wages.

 

The question of who you work for? is different to who pays your wages.  People stopped working for one company for their entire career.  Microsoft Dynamics CRM professionals are likely to move many times in their career, so the person you work for is yourself.

You should make sure you are managing your own career

  • Getting useful/desirable experience
  • learning new skills
  • Getting certified
  • Making sure your career is progressing

If you haven’t set yourself a career goal or next step in your career, its unlikely you are working towards it efficiently.  When you know your dream job/role, you can work backwards from it, calculating what the skills, experience, network and knowledge you need for the job.

If You Don’t Design Your Career, Someone Else Will

Purpose

“No one is really going to help you or give you direction. In fact, the odds are against you.”
― Robert GreeneMastery 

Everyone wants to get paid and lots of money is great but it won’t help you enjoy your work.  People spend at least 7.5 hours a day at work,  its important you enjoy work and feel you are contributing.

Many articles I have written on CRM development – Hosk‘s CRM Developer articles involve people having high standards and passion for the role as CRM Developer (CRM Developers need Passion), if you don’t enjoy something you won’t push yourself to learn and improve, holding back your career development.

I have asked myself the question – Why do people stay in boring jobs.  Sometimes the answer is money because they can’t earn as much money doing something else, this leads to long work days and people counting down the days to retirement.

 The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.” ― Ralph Waldo Emerson

Dynamics Connector is being discontinued, What does it mean?

It does not matter how slowly you go as long as you do not stop.

Confucius

I read this article Connector for Microsoft Dynamics support for Microsoft Dynamics CRM beyond Dynamics CRM version 2016, it has this quote

Dynamics CRM version 2016 will be the last major version of Dynamics CRM to be supported by Connector.

The latest version can be found here

http://blogs.msdn.com/b/dynamicsconnector/archive/2014/12/04/connector-for-microsoft-dynamics-v3-cu-4-released.aspx

What does the Dynamics connector do?

The Dynamics connector connects Microsoft Dynamics CRM and other Microsoft Dynamics products (NAV, AX, GP).  It‘s a product created by Microsoft and given away free to Microsoft partners.

The Dynamics Connector is like a free version of Scribe but harder to use and with less functionality (but its free).

I used the Dynamics connector for a while, the biggest obstacle was the lack of information and blog posts written about the connector.  As soon as anything went wrong it was almost impossible to get help to resolve the problem.

You can my blog posts on the Dynamics Connector, they are primarily focused on fixing problems

https://crmbusiness.wordpress.com/category/dynamic-connector/

Who uses it

Many Microsoft Dynamics partners use the Dynamics connector, it‘s useful tool to synchronise data between CRM and other dynamics products.

The biggest advantage it has is it‘s free, so can reduce the cost of the project, which is useful for small projects where money is tight.  When using the connector you often end up spending pltenty of time getting the connector to work, any money you save on not buying Scribe licences will is used development and setting up the Dynamics connector, particularly if you need to synchronize custom entities.

What does discontinuing mean

It‘s seems a strange decision to drop support because you would think Microsoft would want to integrate Microsoft Dynamics CRM with other Dynamics products.

The question I’m asking is – why wouldn’t they continue to support it? because to synchronise you need licences to two seperate Microsoft Dynamics products, surely something Microsoft would encourage.

In Dynamics AX they are bringing in functionality to Synchronize AX with Dynamics CRM.  The functionality is not ready yet but as always it’s imminent.  The discontation of the Dynamics Connector and new functionality inside Dynamics products is perhaps the model Microsoft are moving towards..

The communication between Microsoft and the Dynamics community is not open, so we are left guessing for the time being.

If Bob Paisley managed a CRM team

“The greatest leader is not necessarily the one who does the greatest things. He is the one that gets the people to do the greatest things.”

Ronald Reagan

People are the most expensive and valuable asset of Microsoft Dynamics CRM re-sellers, a great leader can make the difference between a successful company and an average company.  Great leadership creates a vision of the future and engage and inspire individuals to achieve the vision.

People are to Microsoft Dynamics CRM re-sellers because most sell people not products.  Its the CRM professionals who deliver projects, capture requirements, design solutions, document, interact with user.

People are an important resource for Microsoft Dynamics CRM reseller,  a leader is needed to direct them, motivate them and manage them.

I read a great article on Bob Paisley and like most things it brings my thoughts back to how the lessons and insights show to Microsoft Dynamics CRM and working in IT.

Bob Paisley was one of the most successful managers ever in England, he was assistant manager at Liverpool between 1959-1974 and manager from 1974-1983.  Whilst managing Liverpool winning on average on 2.1 trophies per season, winning 19 major trophies in 9 years.

The article raises many great points about leadership and like most things I read, I apply the information to the Microsoft Dynamics CRM industry.

Leadership

The article discusses leadership.

Good football teams require direction and leadership. The captain functions as the on-field general, rallying the troops in the heat of competition. The manager is really the captain steering the ship, navigating the crew through football’s tempests save for 90 minute bouts where he must lead from the other side of the chalked white lines.

Every team/organisation needs a leader to create a future, outline the direction of the company.  Leaders create and develop other great leaders in an organisation, these are the captains.  Management set the culture of the company and the values its employees should show.

The skill of simplifying a companies strategy can motivate a team to deliver the strategy, a fuzzy strategy or direction reduces commitment and effort of a team.

A CEO/Head of CRM practice and upper management who steer the ship, below them you are the captains and leaders, such as solution architects, senior consultants.  To deliver multiple projects you need a strong team,  the senior members offer guidance and direction to the junior members, setting standards, avoiding problems, helping them grow and improve and deliver projects on time.

Being listened to not just being heard

“The man exuded class and calm and once spoke of the importance of speaking softly so people actually make the effort to listen. Paisley knew man-management was about being listened to over being heard.”

 

Listening is a key skill needed by CRM professionals.  A boss once said CRM developers must keep listening until the users stop talking, CRM developers should listen more than they talk. When a CRM developer hears requirements they formulate a solution.  Creating the solution too early means they switch off listening to the rest of the requirements.

The boot room

Liverpool in the time of Paisley used the clubs boot room as a place to discuss strategy, the game, players, everything and anything.

On Sunday mornings we’d go in and talk about the Saturday game. There were differing opinions and disagreements and everyone put their oar in. But it was all done in the right manner. We liked everyone to air their views and you probably got a more wide-ranging discussion in the Boot room than you would in the boardroom. But nothing spilled out of there. What went on was within these four walls. There was a certain mystique about the place, which I also believe there should be about the dressing room. What’s said in there should, by and large, be private too.

 

Liverpool had the boot room but for many CRM professionals going to work, having a coffee, lunchtime is their virtual boot room.  Talking and sharing ideas on CRM with your colleagues is a great way to learn about CRM and it’s practical implementation.

Experience is valuable with Microsoft Dynamics CRM, many key lessons are learnt from trying, failing and find problems with solutions.  The limitations of functionality is fundamental in the choice of customization, experienced CRM developers/architects choose the right customization for a requirement.

The ideas, thoughts and experiences of your work colleagues is one of the most potent sources of learning available to many CRM professionals, be sure to use it.

Team game

Bob Paisley wasn’t kidding when he said, “It’s not about the long ball or the short ball, its about the right ball.” In football, there’s a phrase good coaches use with young players: ‘make it easy for the other man to play the game’. Liverpool players played for one another through selfless, supporting and fluid football.

When working in any team you need to view your actions in the long term
  • gains for individuals and the team
  • documenting procedures
  • creating best practices
  • sharing information/code/documents.
  • Creating and maintaining relationships with other team members
  • maintaining development environments

Some tasks need to be done

  • Production deployments (often out of hours)
  • help desk duties
  • Time sheets

Supporting each other and the team is required to work, these two articles focus on working as a team.

The articles focus on keeping quality and standards high as individuals and as a team.  The actions of individuals effect the team physically and mentally, individuals working hard and to high standards will influence their peers into doing the same, individuals can inspire their team mates.

 Alan Hansen surmised Paisley insatiable appetite for success by saying: “If there was one word that Paisley hated, it was the ‘C’ word: Complacency’.”

We must improve, look for opportunities, keep learning.  Microsoft Dynamics CRM industry is evolving, adding new version, new related services, the speed of change is highlighted in this article – The rise of Microsoft Dynamics CRM 

continuous improvement is key to a successful career Why CRM Developers should always start with the CRM SDK, I have this quote

My aim each day is to know more about CRM development when I leave work than when I started it.

If you want to learn more about Bob read this book Paisley: Smile On Me And Guide My Hand

I will leave you with some quotes from the great man

 

I can let the team do the talking for me. Bob Paisley

 I love the city and the people here. I’ve been with them for many years and I fought alongside them. Bob Paisley

“If you’re in the penalty area and don’t know what to do with the ball, put it in the net and we’ll discuss the options later.”

“Mind you, I’ve been here during the bad times too – one year we came second.”

CRM 2016 – Default CRM mobile app works fully offline and the limitations of previous offline versions

You can only make sense of the online world by going offline and by getting the wisdom and emotional clarity to know how to make the best use of the Internet. Pico Iyer

I was investigating accessing CRM functionaity offline, once you have requirements for CRM data and functionality to work offline, it narrows down your options.  Microsoft Dynamics CRM has some good mobile solutions with offline capabilities, I chose to look at
  • CRM for phones and tablets (awful name Microsoft)
  • Resco

The default CRM 2016 mobile app (called CRM for phone and tablets) has draft functionality, I wasn’t sure how useful it was, Resco on the other hand has full offline capabilities. Would the draft functionality be enough but during my internet search investigation and trying it out,  I came across two articles which said CRM 2016 fall release has full offline capabilities, I get to that at the end.  First let me tell you a story….

Hosk Dev Story

I wanted to learn about the functionality in Microsoft Dynamics CRM mobile app – MACA.  You can read about it’s limitations and functionality but I find it’s hard to understand how the important of limitations until you are trying to do something.

It’s often here you find Deadends, which I have written about before

CRM 2013 – Why wasn’t an updated Custom workflow used by CRM?

Deadends

Learning how the CRM works, helps diagnose future problems and avoid making similar mistakes.  The CRM developer centre is a great resource to help navigate the CRM SDK.

CRM developers benefit from learning the CRM SDK and CRM Developers should always start with the CRM SDK, understanding how it works and its quirks.

The better you understand how CRM works the fewer error/mistakes and dead ends you will make.  Dead ends can waste time because

  • Create a customization
  • find it doesn’t work
  • Remove customization
  • Have to create another customization

CRM is the framework sitting on top of languages JavaScript and .NET,  you need to learn CRM as well the programming languages.  This explains why .NET developers struggle with CRM development

I hadn’t really used CRM mobile app much, I had quickly assessed and compared it to Resco and found Resco has tons of functionality and the Microsoft Mobile app has a long way to catch up but Resco costs money and Microsoft give the mobile app for free.  You can find the pricing for Resco here

Resco pricing

Could I use a form to collect data on a mobile device and based on certain answers show/hide fields.  I remembered back to my CRM 2015 customization and configuration exam (Hosk Tips on passing) learning about business rules and this was exactly what they were made for, to work on the mobile application.

I started a CRM 2016 trial,  created a new custom entity, added some fields.

Created the field as two options – have you used Dynamics CRM

Created 5 two options for the version

If you clicked no – it hid 5 fields with the versions

If you clicked Yes 0 it showed the version fields

  • CRM 4
  • CRM 2011
  • CRM 2013
  • CRM 2015
  • CRM 2016

I don’t count before CRM 4, as you can tell from Rise of Microsoft Dynamics CRM.

I was using Windows 8, so I downloaded the app and was testing it on my laptop (yes trying to be clever and avoid having to download it on my Iphone)

I found they weren’t working in my windows 8 version but do work on iPhone.  morale of the story, don’t use windows 8

Business rules aren’t the only option, I think Javascript works in a limitated way, check out the page Customize CRM for phones and tablets for your customisation options

if you haven’t used CRM for phones and tablets then it’s best to start here

I managed to blunder my way through it but setting up the Mobile (note A CRM Administrator has to enable Mobile offline),  this page walks you through it, if you are using a CRM trial ignore the bit about mobile offline configuration, it won’t work or do anything because the new CRM 2016 full offline capabilities only work with an production or sandbox instances not trails

CRM Offline – Draft mode

when you go offline, most things stop working and it comes to an odd halt and the message pops up on the side saying Offline.

You can create some new entities but no lookups work, I suddenly realized most records have lookups this makes the whole draft functionality not nearly as useful as I imagined.  If you were creating an opportunity, you could fill in opportunity fields not link it to any contacts or accounts, products, even if they already existed.

No one is going to like draft functionality, it’s not really a feature, more of a fudge around.

The good news was business rules worked perfectly in offline mode.  I haven’t used business rules for a while and creating business rules is really easy (in comparison to workflows) and the If and else functionality makes it easy to create rules to show and hide fields.  I remember when you had to create two separate business rules CRM 2013 – Business Rules work in pairs because the condition is AND and not IF.

These are the actions business rules provide

business rule actions

I wanted to compare the draft functionality in the CRM for phones and tablets to Resco’s offline mode.  I created the same functionality using Resco and it worked perfectly and offline.  Every time I use Resco I find the Woodford framework intuitive and easy to use.

I was able to create a form and add business rule type things on there without looking up how to do it.  As a mobile development platform Resco is excellent and Microsoft have quite a way to go to catch them up.

Current Limitations for CRM 2015 and CRM 2016 initial release

  • You cannot set lookup fields.  All lookup fields are disabled in offline mode.  This sounds like a minor problem but it’s a massive headache and something Microsoft need to resolve quickly
  • In offline mode you can only create new records.
  • You cannot edit existing records.  This is extremely annoying.

This page has some limitations

While disconnected, you can only create standalone records or associate records to those that are available for offline access on your device. For example, you can create an opportunity for an account only if that account was created before you went offline, and if it’s available for offline access. You can’t create an opportunity for an account while offline if you also created the account while offline.

Not all entities are available in the mobile client, you can look here to see the list but you will notice

Quotes, invoice, resource and lots of others cannot be enabled.  Custom entities can be enabled.  I assume it’s because some of the forms have been modified by Microsoft so the default behavior isn’t the same or maybe they are not in the new form types.

There is also a list of entities which are not modifiable which you can find here.

The non entities can be a show stopper because if you want quotes or another default entity then you cannot use the Default CRM mobile application.

New CRM for phones and tablets has full offline capabilities

An interesting thing happened whilst searching for information about the draft mode, I found in CRM 2016 full offline capability should be available.  You can’t access it through a trial instance, this is always a bad sign when you are trying to assess how it works, it’s limitations and how you can use it.

It makes it really difficult to demo it because you have to go through your Microsoft contact to get a trial environment.

I read this article saying full offline sync is available for CRM 2016 in the fall release

New Offline experience with Mobile Dynamics CRM App

but it wasn’t working in my trial, I then found this article – Configure mobile offline synchronisation for CRM for phones and tablets

  • At least 5 Professional CRM Online licenses OR
  • At least 1 Enterprise CRM Online license
Note

Keep the following in mind when enabling mobile offline synchronization:

  • You need to make sure the licenses are assigned to a user before you can enable mobile offline synchronization. CRM won’t recognize the licenses if they’re not in use.
  • Mobile offline synchronization isn’t available for Trial, Preview or sandbox CRM organizations.
  • Offline drafts mode (the existing offline experience) will continue to be available for all users if they aren’t using the new offline capabilities.

How does the new CRM 2016 offline capability work

The article Configure mobile offline synchronisation for CRM for phones and tablets mentions Azure and it got me wondering

How did offline capability work with Azure (a cloud based solution).

This article explains it in details – configure Mobile offline synchronisation for CRM for phones and tablets

When you sign up to use Mobile Offline capability it downloads a local database to your phone.  The CRM mobile app will sync the data periodically to an SQL Azure database using Azure cloud services.

I believe the reason you have to enable this functionality is some people might not need it but also there is a privacy notice because Microsoft will store a copy of your data in their SQL Azure database and you need to give permission for that (e.g. enabling).  This sounds like Bing maps which are turned off by default – CRM 2016 – Bing maps not appearing

This is a great improve for the default CRM mobile app, particularly when you think Microsoft give the CRM mobile app for free and now it works offline.

A good run through of the new functionality with pictures here

Useful links for CRM mobile

CRM 2016 – Bing maps not appearing

I created a new Microsoft Dynamics CRM Online trial, went to the account screen and realised Bing maps wasn’t appearing

Usually when things don’t work, the first place to look is in System settings and found the setting

no bing map.

The reason it isn’t enabled

 

By enabling this command, you consent to share your data with an external system. Data imported from external systems into Microsoft Dynamics CRM Online are subject to our privacy statement that can be accessed here. Please consult the feature technical documentation for more information.

It links to two articles

Microsoft Online Services Privacy Statement

Manage Bing Maps for your organization

I assume Bing maps is disabled because Microsoft must use the data and so must need users to consent to the data being used.

Stop sending error reports

A developer asked me how he could stop the annoying error report messages.  My answer to most questions about CRM is, I think I have written a blog about that.  I remembered it

CRM 2013 – How to stop these annoying things in Microsoft Dynamics CRM

Here is the answer

Disable Send Report to Microsoft pop up

I personally have always wondered what Microsoft does with all those error reports it asks people to send!

You might be tired of clicking on these message and you probably don’t want your end users to see this popup.

Good news – Luckily Microsoft have added a setting we can turn off

Bad news – it’s hidden in a place where no one would dream of looking

If you want to stop this message, you need to go to

Settings –> Administration –> Privacy Preferences –> tick box and select Never send

privacy settings