XrmToolbox is an amazing free utility formed by many tools that have been developed by the community. During the last weeks, I have been particularly using and enhancing the Attribute Usage Inspector. This tool tells you the fields utilisation in your Dynamics 365 Customer Engagement (CRM) environment.
In this article, I’ll show how I have extended this utility to allow FetchXML queries which defines the scope of the attributes to be analysed.
Visualising what attributes are used and what aren’t can be extremely helpful in your project analysis to understand adoption and drive new features.
In the above Figure – 1, you can see the attributes utilisation for the opportunity entity. In this case, the tool is using all the records and attributes in the system. You could also filter these attributes or even use a SQL query:
Additionally, I have recently added a new option to allow a FetchXML query (see “Use FetchXML query” in above Figure 2), which will define what attributes and records will be analysed based on the results of the same query.
Once you have selected the new setting “Use FetchXML query“, you will find a new dialog after you click on an entity:
The new FetchXML Query dialog allows basically 3 things:
- Generate the FetchXML query using a System View.
- Generate the FetchXML query using a User View.
- Use your own FetXML query just editing or pasting the text in the editor.
The FetchXML Query dialog also validates the query in run time to avoid potential mistakes.
For instance, let’s say we want to understand certain opportunity attributes utilisation for those records created in the last months. Using the XrmToolbox FetchXmlBuilder, I have generated my own FetchXML:
I will then paste the same query in the FetchXML Query dialog shown in Figure 3:
After clicking OK, the tool will use the same custom query to provide the corresponding results:
Notice how only a subset of the attributes are presented in the results and the number of records and % utilisation are determined by the FetchXML query.
How do I get this tool?
In case you were already using it, notice there is a new version 1.2018.9.11, which contains the new FetchXML query feature.
Where is the code?
The whole tool is open source and you can find the code here:
Some great news this week, the new Dynamics 365 (CRM) version 9.0 is already available for trial.
The build version I’ve got with my UK trial ([orgname].crm11.dynamics.com) is 126.96.36.199.03.
You can now enjoy some of the new features that I show below:
- New design:
- New Unified Interface Apps
- Flow Integration
- Multi Select Option Set attribute
- New Solutions Components, including Virtual Entities:
You can find more information about the new features in these Microsoft articles:
Changes for developers:
Enjoy your trial!
Time flies and suddenly 2018 will be there, when the next Summit EMEA will take place in Dublin from 24th to the 26th of April.
During the Summit EMEA, multiple users groups will participate in the conference and offer several events including presentations, essential peer-to-peer knowledge exchanges, product insight forums, and networking opportunities.
My main focus will be on the D365UG|CRMUG user group . This week we have had our first committee meeting to discuss the agenda structure and how the sessions are going to be organised, very exciting… 🙂
If you would like to be a speaker, watch this space because there will be a call for papers very soon.
I’ll keep on posting any news.
During the last few months I have been doing some work around Dynamics 365 (CRM) and dotmailer. This article focuses on the integration between both platforms and how the new Organization Insights has proven to be very useful to understand the behavior of the Dynamics API and how it is consumed by other applications.
Looking at the Organization Insights dashboard, we noticed there was a big number of API calls happening every day between 08:00 and 09:00 in the morning.
Looking at the Most Used API chart, the “Crm Field” entity was the most utilised. This entity is part of the dotmailer solution. Basically it allows you to define what Dynamics 365 (CRM) attributes could be used by a dotmailer communication for a particular Email Account.
After several conversations with the dotmailer and Microsoft engineers, we were able to confirm those API calls were coming from this particular integration. The figures should respond to this formula:
Total number of API calls from DotMailer to Dynamics 365 to synchronise CrmMetadata = [Number of Email Accounts] * [Number of CRM Fields per Email Account] * 6
The number 6 is the number of calls per Crm Field and Email Account:
- 2 API calls are made to connect to Dynamics
- 2 API calls are made to retrieve time stamps of when the data was last sync’d
- 1 API call to get all the CRMMetadata
- 1 API call to save changes to Dynamics
Looking at the dotmailer synchronisation settings, you can specify when this process starts and how frequently runs for a particular Email Account:
The CrmMetadata type is the one defining the synchronisation related to the Crm Field entity. Based on our current configuration, the process would run “Once a day” with “No Restriction (24 hours…)”.
Our first approach was to change this setting to a less busy time, when the application was rarely used by the business users or other integrations (e.g. 02:00 am). Unfortunately, there is a bug in the dotmailer integration which reverts the setting to 08:00 am after it runs the first time.
I have raised this bug with the dotmailer team in the following post:
I would appreciate if you vote it up 😉
The new Dynamics home page gives you an easy start point to join the user experience of our CRM and ERP users:
There we can find the different functional applications, from Sales to Operations:
Everything has got the same look & feel:
A key part of Dynamics 365 is the aim of joining different apps in a single ecosystem, there is where we find a seamless integration with AppSource:
We can also feel the “Mobile First, Cloud First” strategy on the mobile apps coming with Dynamics 365:
The integration with Outlook carries on improving, providing more contextual information on our emails:
The Intelligence is another fundamental part of Dynamics 365, which covers several areas:
The Relationship Insights is definitely one of the most AI interesting points, where we will be able to get a better view of our customers. For instance, Exchange emails from Office 365 would be joined with the Dynamics 365 emails and we would be able to understand how our relationships are doing:
We will be able to see who has opened our emails and interact with them in a simple view:
As part of the analytics improvements, we have also got the just announced Customer Insights, which brings the ability to create great single customer views:
Microsoft Dynamics CRM 2016 Update 1 brings Email Signatures as an out of the box functionality. They can be used on Users or Queues (based on Teams).
Create a new email and you will see a new icon on the email designer to insert signatures:
To create more signatures, go to Personal Settings or, as an admin, Administration => Templates section.
Administration => Templates:
Notice Email Signatures is a new entity and it is part of the security roles. So, for instance, if the Customer Service Team requires to use Email Signatures, they should have access to the Email Signature Entity. See below an example security role:
Note: My current on-line build version is : 188.8.131.522 – DB 184.108.40.2069
You can find more information in the following Microsoft CRM article:
Probably many customers and partners have already asked you this question: where is our data? You can give them more details and a quick picture using the next Microsoft site:
You can already try the new Voice of the Customer (VoC) functionality in Dynamics CRM Online (only Online for now). Initially it was only available in US deployments (https://orgname.crm.dynamics.com) but this week has been released in EMEA datacenters as well (https://orgname.crm4.dynamics.com).
VoC allows you to design and publish surveys using Dynamics CRM. You can then share these surveys with your customers and gather their feedback efficiently within CRM.
The current CRM version I’m looking at is 220.127.116.11:
And the solution package is 8.1.344.1:
You can find more documentation in the next link: