eXtremecrm!!!!

Some of my favorite ISV's from extremecrm Barchelona:

Project Management ++
http://www.assistancesoftware.com/
Assistance PSA for Microsoft Dynamics CRM™ was developed for the new generation of information workers, who are always online and work wherever and whenever they wish. Can your organization facilitate that? Are you ready for the new generation of information workers? Assistance PSA is a completely integrated solution for contemporary information workers. Developed for the latest technology, the Microsoft Dynamics CRM platform.
Marketing:
http://www.clickdimensions.com/
(I also took a certification in this ISV addon!)
ClickDimensions is the top-rated, Microsoft-certified marketing automation solution for Microsoft Dynamics CRM. ClickDimensions is the easiest way to:
·         Empower your marketers to generate and qualify high-quality leads
·         Provide your sales team the ability to prioritize the best leads and opportunities
·         Allow your management team to measure everything
Providing email marketing, web tracking, lead scoring, campaign tracking, social discovery, form capture and more, ClickDimensions tracks your prospects from click to close. ClickDimensions helps you learn more about your prospects by showing you what interests them on your site and makes it easy to capture information about them through web forms once they are ready to share. We like to say that we add new dimensions of data to your Microsoft CRM.

External web interface to MS CRM (and soon SharePoint parts !? :P)
http://www.adxstudio.com/
Adxstudio Inc. is a leading provider of web portal and application life-cycle management solutions built for Microsoft Dynamics® CRM, SharePoint and .NET. We’re a Microsoft Gold Application Development and Gold Customer Relationship Management competency partner with over 50 solution and services professionals across Canada and the USA. Key products include Adxstudio Portals and the Adxstudio ALM Toolkit.

Professional services "verticals"
http://www.fieldone.com/ (Cload based)
Fieldone - State-of-the-art software - based on Dynamics CRM - addressing the complex challenges customers face in managing enterprise field service organizations.  Sky - the agile platform for intelligent enterprise field service management - provides the most comprehensive feature set, simplified integration, flexible deployment, and on-demand configuration driving rapid implementation and fast ROI.

http://www.wennsoft.com/ (On-prem only)
Connections across the organizations are key for those who want to better manage installation, maintenance and repair processes.  WennSoft delivers innovative field service solutions that streamline operations from sales to the field to accounting, arming customers with the insight they need to do their work more proactively, productively and profitably. www.wennsoft.com

Integration:
http://www.scribesoft.com/
Scribe is a global provider of solutions that easily bring customer data to anywhere it’s needed, whether your systems are cloud-based, on-premise, or a hybrid. Scribe’s products help our 13,000 customers and partners use their customer data to increase revenue, provide superior service, and create business value faster.

Mobile
http://www.resco.net/MobileCRM/
Resco is the creator of the market favorite Mobile CRM for Dynamics CRM. The app  – which gives users around-the-clock access to their data from anywhere – comes with a full offline mode, interactive maps, support of custom entities & many more benefits that make it the product people love to use.

ISV - web-store
http://www.crm-appstore.com/main
The CRM App Store is an online application store for Microsoft Dynamics CRM and contains complete vertical solutions, add-ons and accelerators/template solutions.
 The CRM App Store offers full “Click, Try, Buy” experience. Customers and prospects get an instant access to apps for a 30 day free trial so they can evaluate before they buy directly in the store.The CRM App Store is powered by Prodware with more than 30 ISV’s and 50 solutions.

Easier development/konfiguration
http://www.north52.com/
North52 provides the most comprehensive business process management software available for Microsoft Dynamics CRM. North52’s business rule (formulas) and scheduler engines are flexible enough to meet the most demanding business requirements. Formulas and schedules can be configured and deployed in minutes via customizations not coding saving you time and money.

http://www.wavextend.com/en
Intelligent and flexible customizability is the most important quality for business applications. WaveXtend extends the customization options of Microsoft Dynamics CRM.

WaveXtend supports Dynamics 4.0, 2011, 2013 and Online and offers database marketing and business rule configuration software for Dynamics CRM Partners and ISV’s.
Document creation / storage
http://www.xperido.com/
XperiDo is a server-side document creation solution for Microsoft Dynamics CRM. It lets you create documents in two clicks or through workflows, save as any format, store in SharePoint, create activities, attach and e-mail, print to network printers. Include fields of related entities without limitations and map them in your templates. Add conditions for insertion and formatting, loop and group, render to images, barcodes, QRcodes and much, much more. XperiDo can be installed on premises or used as a cloud service.

SSIS + Microsoft CRM?

Hi and welcome back?

Do like the POWER of SSIS?

Do you like to migrate/create integrations in hours without writing a single line of .NET an still be able to use the Microsoft CRM API?

Then you will like the following SSIS components:

1. Kingswaysoft
This is my favorite for small/mid-size projects! Extremely easy to install, "no-brainer" components to use if you know SSIS. CHEAP and very nice option to use in POC's!
Gives you the basic components to create a good SSIS integration to MS CRM from any type of database and/or system!

Kingswaysoft have SSIS components to
- AX 2009/2012+
- MS CRM 4.0/2011/2013
- Salesforce

2. PragmaticWork: Task-factory
A SUPER tool if you need components for more then just Microsoft CRM! Gives you an option to choose between a few packages of components. Gives you advanced components to create a good SSIS integration to MS CRM from any type of database and/or system! Mid-size and Large SSIS solutions!

Kingswaysoft have SSIS components to
- MS CRM 2011/2013
- Salesforce
- SharePoint

I always miss the following components when using one of the other SSIS components on this site: 
 - Upsert Destination,
- Advanced Derived Column
- Terminator Destination
- Dimension Merge SCD Transform (formally Kimball SCD)

3. CrazyRocks!
Only used when testing Microsoft CRM SSIS components on the market. So I realy don't know too much about this component. Please update me :)

Hope you liked this post.. I'll soon make a few HOW TO with SSIS!

Best Regards

Inge-Andre Fredrikstad

Managed VS Unmanaged Solutions!!!

Hi!

Are you also a little confused about the managed/unmaged solutions in Microsoft Dynamics CRM? Here's my little conclusions after a discussion on Microsoft CRM group @ Facebook:
 
My Conclusion/Guideline based on answers above: (MS CRM 2011/2013)

Managed:
If your are a ISV’s or making 3.partys components to multiple customers or are a implementation partner in a customer project with several (3+) involved partners – Managed is recommended.

Main reason why:
Easily and controlled update/deletion/install of solution with possibility to lock down parts of customization.

Main Concerns:
You will have to move the whole solution between environments, meaning ALL customizations HAVE to be ready for deployments at the same time. (No half completed customizations OR controlled half customizations not showed to customer)

Unmanaged:
If you are an implementation partner and doing customizations for single customers with max a few (2-3) other implementation partners and the solution should not be updated and distributed between several customers – Unmanaged in recommended.
Main reason why:
You have the flexibility to refresh development environment and move parts of customizations between environments.
Main Concern:
Require good practice when moving customizations between environments.

I'm going to CRM EXTREM - Stay tuned!

I'll post some news from the CRM extreme 9-12 feb. 2014

I'll also take a certification in Click Dimention, so Stay tuned to get some updates!

Inge-Andre

Picklist/Optionset OR lookup field CRM 2013

Hi!
Have you ever though about when to use a picklist/optionset, or might even a lookup?

There are many consultancy who are scared of creating too many entities in MS CRM projects. There are several times lookups to a entity with just a name might be better then using a picklist/option set!

A few senarios when you should think of this:

1. When you need the field to locked to certain options, but at the same time easy for super users to update/create new options.

2. When you are integrating two systems, and the master system have a dynamic value, but you want to be "semi"-locked and easy to seach for in MS CRM. (G.ex: A text field in ERP, integrated as a "list of records" in a specific entity in MS CRM. Makes it easier to search for a specific criteria)

3. When you are creating a "generic" solution/field where several options based on customers might bee needed.

4. When you have dependencies on a few fields on the same FORM it could be used.

5. When you want several fields to get information based on a single field. (g.Ex: You create a custom "opportunity line item" entity. On that entity you want to be able to sell 3 products, and based on the product chosen the opportunity linje should get "prize" and "product conditions". Why not create 2 custom enities ("Opporutiniy line item" AND "product") and store "prize" and "product conditions" on the product entity. Then you chose a product in the lookup (N:1) on "opportunity line item" you get "prize" and "product conditions" from the product enity.

+++

Think about it! Are you a "entity/lookup-scared" consultancy/developer!?

Tired of writing your own plugins?

Hi again!

http://www.north52.com/ as their "Formula Manager" solution is life saving for all "none"-developing consultants! It make you create "excel-like" formulas who act as a plugin!

It's suuuuper easy to learn, extremely timesaving, very good ROI for you small customers , and give you the power of creating plugins in minutes without coding!!

I've used it in several projects (On-prem and On-dem) and the best thing, IT'S FREE UP TO A TOTAL OF 10 PLUGINS!

Also remember to take a look at the other cool solutions they have!!

Happy Xrm'ing!!

How to Update salesstage with javascript based on "processbar" in MS CRM 2013

Hi all, it's been a loooong time since i last updated this blog.. But here's a new nice tip :)

Microsoft have not given us the easiest way of updating fields on FORMS based on the new processbars feature on FORMS, but here's one way to do it With Javscript.. Supported!

Should work on opportunities.. AFTER YOU INSERT YOUR GUID's FOR
1. Field "processid"
2. Field "stageid"
3. Change name of "salesstage"

(Needed in setSalesStage function)

/* Script Entry Point */
function OnCrmPageLoad() {
    var FormTypes =
    {
        Undefined: 0,
        Create: 1,
        Update: 2,
        ReadOnly: 3,
        Disabled: 4,
        QuickCreate: 5,
        BulkEdit: 6
    }
    runAlways();
    switch (Xrm.Page.ui.getFormType()) {
        case FormTypes.Create: OnNewFormLoad(); break;
        case FormTypes.Update: OnUpdateFormLoad(); break;
        case FormTypes.ReadOnly: OnReadOnlyFormLoad(); break;
        case FormTypes.Disabled: OnDisabledFormLoad(); break;
        case FormTypes.QuickCreate: OnQuickCreateFormLoad(); break;
        case FormTypes.BulkEdit: OnBulkEditFormLoad(); break;
        case FormTypes.Undefined: alert("Error"); break;
    }
}
/* Implement each Form Type you wish to address */
function runAlways() {
    onchange();
    Xrm.Page.data.entity.addOnSave(addToOnSave);
}
function OnNewFormLoad() {
    setSalesStage('new');
}
function OnUpdateFormLoad() {}
function OnReadOnlyFormLoad() { }
function OnDisabledFormLoad() { }
function OnQuickCreateFormLoad() { }
function OnBulkEditFormLoad() { }
/******************** OnChange and OnSave functions ***************************/
function onchange() {
    //Add all fields who should have OnChange triggers
    Xrm.Page.data.entity.attributes.get("prefix_fieldname").addOnChange(examplefunction);
}
function addToOnSave() {
 //Check to see if stageid has changed
    var attributes = Xrm.Page.data.entity.attributes.get();
    for (var i in attributes) {
        var attribute = attributes[i];
        if (attribute.getIsDirty()) {
            if (attribute.getName() == 'stageid') {
                //Update Probability field - send a "dummy parameter"
                setSalesStage('dummy');
            }
        }
    }
}
/*************** End OnChange and OnSave functions ***************************/
/* --------------- Private functions ---------------------*/
function examplefunction() {
//No Operation
}
function setSalesStage(check) {
 /*
 UNIKE FOR EACH PROSESS AND CRM ORGANIZATION
 Notes of GUID's steps in Prosess ID = 'bfc01b1c-9741-43b2-a016-3a41d91c234a' Display: "Solution Selling" on entity: opportunity
 10% - 85bdfa9d-f067-42d4-82c3-0e1fd09f2b19
 20% - 6a2020c4-7d10-28e3-1898-138b6c075259
 40% - ae0c9ae4-55eb-cd1c-44ab-872d4aca4338
 60% - 16b99584-143d-04ad-61c9-2b6a809e5608
 80% - 93e08965-2e2a-4674-0e57-ec88633a0940
 90% - 3a516491-d7cd-6cb1-a3e0-61be68c1857c
 */
    var prosessId = Xrm.Page.getAttribute("processid");
    var stageid = Xrm.Page.getAttribute("stageid");
    var prob = Xrm.Page.getAttribute("salesstage");

 //Check if new record
    if (check == 'new') {
  //sets first process name
        prob.setValue('10% - Qualification');
    }
 //Not a new record, then it's an existing record
    else {
        if (prosessId.getValue() == 'bfc01b1c-9741-43b2-a016-3a41d91c234a') {
            switch (stageid.getValue()) {
                case '85bdfa9d-f067-42d4-82c3-0e1fd09f2b19':
                    //setter sannsynlighet
                    prob.setValue('10% - Qualification');
                    break;
                case '6a2020c4-7d10-28e3-1898-138b6c075259':
                    prob.setValue('20% - Pain and Need');
                    break;
                case 'ae0c9ae4-55eb-cd1c-44ab-872d4aca4338':
                    prob.setValue('40% - Proof of Concept');
                    break;
                case '16b99584-143d-04ad-61c9-2b6a809e5608':
                    prob.setValue('60% - Closing');
                    break;
                case '93e08965-2e2a-4674-0e57-ec88633a0940':
                    prob.setValue('80% - Offering accepted');
                    break;
                case '3a516491-d7cd-6cb1-a3e0-61be68c1857c':
                    prob.setValue('90% - Contract signing');
                    break;
                default:
                    alert("An error has occured!");
            }
        }
    }
}
/* ------------ End Private functions------------------*/