I’m speaking at Directions EMEA 2017 (October 4- 6, Madrid)

Directions EMEA is one of the biggest Dynamics SMB-partner events:
“The event brings together the growing community of NAV, CRM and new Microsoft Dynamics 365 partners, providing an opportunity to learn how to benefit from collaboration. The conference is also about the directions in which you can successfully reinvent your current NAV and CRM business to increase your access through the gateway to the SMB market.”

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At 04:00 PM, October 05, 2017 I’ll be delivering a session “Successful data migration and integration in Dynamics 365/CRM” where I will show best practices and tools how to process data to and from Dynamics 365.

“Data migration and integration can be hard and painful. This session shows you best practices and tools how to process data to and from Dynamics 365. CRM Data migration and integration in Dynamics CRM can be a complex topic because data is often more complex than what people realise. When delivering a new implementation of Dynamics CRM, or when considering making your CRM system communicate with other IT systems, a proper design for data migration and/or integration is key to success. This session describes typical data migration and integration patterns and processes to and from Dynamics 365. First focus is on presenting best practices and design patterns to model your data migration and integration strategies for Dynamics CRM, and then putting the integration patterns in practice by building or using connectors to and from Dynamics CRM that respond to different requirements of data migration, aggregation, correlation, etc.”

More information about the event and the newest schedule can be found here: http://www.directionsemea.com

Are you joining us too?

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PowerShell & Dynamics 365 (Part l): Setup the basis!

This is the first part of a blog post series about PowerShell together with Dynamics 365 (CRM).

Why PowerShell?

PowerShell-Commands are useful in many cases. Here a short overview what PowerShell can do:

  • Read/Write CRM-settings
  • CRUD CRM-records
  • Do complex data-modification without coding
  • Setup organization
  • and a lotmore!

Let’s start

1. Download the newest version of the “Microsoft.Xrm.Data.PowerShell”-Module: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell/releases
2. Right click the downloaded zip file and click “Properties”.
3. Check “Unblock” checkbox and click “OK”, or simply click “Unblock” button depending on OS versions:
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Extract the zip file and copy “Microsoft.Xrm.Data.PowerShell” folder to one of the following folders:
”%USERPROFILE%\Documents\WindowsPowerShell\Modules” or “%WINDIR%\System32\WindowsPowerShell\v1.0\Modules”

That’s it, we are ready. The next post of this series will show how to create a connection to a Dynamics 365 organization. Stay tuned!

(Source for this blog entry and more information: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell)


CRM 2016 bringt verbesserte Word-Templates!

Wer bisher im CRM einen Brief mit wiederholenden Elementen (zum Beispiel eine Rechnung mir allen Rechnungspositionen) erstellen wollte, musst auf Addons wie bsp. das DocumentsCorePack von mscrm-addons.com zurückgreifen oder sich in der Flexibilität einschränken und auf Reports setzen.

Diese Zeiten sind zum Glück nun vorbei! CRM 2016 ermöglicht es einem einfach und schnell Word-Vorlagen zu erstellen und zu verwenden.

Beispiel anhand einer Rechnung

Folgende Rechnung soll in Rechnung gestellt und daher im Word geöffnet werden:

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Dies erfolgt einfach und schnell mit den verbesserten Word-Vorlagen von CRM 2016:

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CRM erstellt anhand des gewählten Templates eine Word-Datei, welche alle Daten inkl. Rechnungspositionen zeigt:

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Der Rechnung kann nun im Word nach belieben angepasst werden.

Gut zu wiessen: Das Ganze funktioniert ohne installierten Outlook-Client

Mehr Details zur Verwendung von diesem Feature und wie selber Templates erstellt werden können, können auf der sehr detaillierten Hilfeseite von Microsoft gefunden werden: https://www.microsoft.com/en-us/dynamics/crm-customer-center/using-word-templates-in-crm.aspx