Thursday, March 27, 2014

Integrating JAVA, PHP with CRM 2013

I found a bit difficult to integrating CRM 2013 with any non .net application because of its secure authentication method. Although there is a walkthrough available for JAVA to CRM Online but when I try to use the same method for CRM on-premise it gives error ([ERROR] Unable to parse the authentication policy from the WSDL) because it uses Active directory authentication. So I decide to create architecture to resolve the issue. This architecture contains 3 parts

1.    Java / PHP Application
2.    Custom Web service (.NET)
3.    CRM 2013



For this purpose we need to create one custom web service in .NET which will works like a bridge in between Java and CRM.

Here are some helpful links that I use

Limitations

1.    We must need one .NET domain to deploy our web service
2.    Data must be transferred in encrypted mode from Java/PHP application to Web service.

If you have any suggestion please use comment box. Thanks :)

Tuesday, March 25, 2014

Why you need to be careful while exporting solutions from CRM 2013

Whenever I tried to export my solution I saw following settings and got confused which settings I need to pick and which settings I don’t need. After doing some Google I got some useful details about these settings. Some settings are clear but some needs clarification I have explained these settings in detail below.


If you want to import or export solution please check following link
http://msdn.microsoft.com/en-us/library/gg334495.aspx

If you check any of the above settings in your Dev environment it will take these settings to your UAT environment and so on. If you are taking your solution from UAT to Production please be careful otherwise it will overwrite the existing settings with the new one. Below is the list which tells us what settings we keep and what settings to leave.

Auto-Numbering

If you select Auto-Numbering check box all the prefix settings will go with the solution. If you have a product than I think you don’t need to take these settings to the client machine because client might have different settings for auto-numbering. Below is the list of auto-numbering settings.
1. Camping Prefix
2. Case Prefix
3. Contract prefix
4. Invoice prefix
5. Article prefix
6. Order prefix
7. Unique String Length

Calendar

Second check box is calendar. If we select this check box following settings will be go with the solution. Calendar type (Calendar type could be US/ Arabic etc) Date Format Code (All the information about date format how the date will be shown in CRM i.e. DD-MM-YYYY or MM-DD-YYYY Date separator (Date separator contains that character that separate Dates) Max appointment duration (Contains settings about Max number of days for an appointment) Show week Number (Whether week number to be shown in CRM or not) Time format code (Information about Time format) Week start day code (Details of Week start day, In US start day will be Monday, In UAE start day will be Sunday)

Customization

Is Application Mode Enabled (Indicates whether loading of CRM in a browser window that does not have address, tool, and menu bars is enabled)

Email-tracking

Contains all the settings that relate to Email-tracking. i.e Allow Unresolved Address Email Send, Ignore Internal Email, Max Tracking Number, Render Secure Frame For Email, Tracking Prefix, Tracking Token Base, Tracking Token Digits

General


General contains settings for Block Attachments, Currency Format, Code Currency Symbol, Full Name Display Order,  Is Get Started Pane Content Enabled Presence Enabled, Negative Format, Number Format, Pricing Decimal Precision, Share to Previous Owner on Assign

Marketing

Allow Automatic Response Creation, Allow Automatic Unsubscribe, Allow Automatic Unsubscribe Acknowledgement, Allow Marketing Email Execution

Outlook Synchronization

Allow Address Book Synchronization, Allow Offline Scheduled Synchronization, Allow Scheduled Synchronization, Email Send Polling Frequency, Min Address Synchronization Frequency, Min Offline Synchronization Frequency, Min Synchronization Frequency, Auto-Tag Max Cycles, Auto-Tag Interval

Relationship Roles

Relationship Role Settings

ISV

Config Service Calendar Appearance Configuration

What’s new in CRM 2013 for mobile users? And how to configure CRM 2013 with Android.

Introduction

There are 12 features in CRM 2013 mobile app below is the list in detail. If I missed something please use comments section :) . There are three types of apps available in market.
  1. Windows Phone 8 users http://go.microsoft.com/fwlink/?LinkID=328765
  2. Apple iPhone Users (Thanks Microsoft you save our life :p) http://go.microsoft.com/fwlink/?LinkID=328968
  3. Android phone users http://go.microsoft.com/fwlink/?LinkID=328969

As we all know CRM 2013 comes with a lot of new feature. One feature is the Mobile APP. The UI and settings of this app is really easy. And it helps all the stack holders to stay connect and keep checking what’s going on. I am an Android user so I only configure CRM with Android.

You can download the app from following link.

Once we installed the app and opens it shows us following screen

Give your company’s CRM Web address for example in my case the address is
After successfully checking your connection it will asks for the credentials. 

Features

That’s it following are the features of this new app

Navigation and search

We can navigate to any entity that has CRM for Phones enabled in its settings.
Search option


Views

All views are available with its first two columns. You can easily change the view from selection

Forms

We can access the Mobile forms for the entity.


Relationships related entities

That option is available when we swipe down.

Lookup fields

Lookup view is also available in this app.

Call or email

We can directly call or email any user after opening its record. Click or tap the phone number to start a call. And if you want to email just tap the email field and it will open your email app.

Complete activity

Complete activity option is available now for phone users


Add attachments

That’s my favorite feature. You can attach any file from gallery with the records.


Activity feeds

Same like activity feeds in CRM all the activity feeds are also available in this app.


Record panorama

We can see additional information of any record by just swiping down.


Offline

That option is available for only Windows user. You can access recently viewed records while you are discounted from the internet.
Clear local cache
If you made any changes in your CRM at organization level you must need to clear the cache to check its effect in CRM mobile app. In settings click about and just hit the clear local cache button then you can see your new settings.




Comparison of features


Windows phone
iPhone
Android
Navigation and search
Yes
Yes
Yes
Views
Yes
Yes
Yes
Forms
Yes
Yes
Yes
Relationships related entities
Yes
Yes
Yes
Lookup fields
Yes
Yes
Yes
Call or email
Yes
Yes
Yes
Complete activity
Yes
Yes
Yes
Add attachments
Yes
Yes
Yes
Activity feeds
Yes
No
No
Record panorama
Yes
No
No
Offline
Yes
No
No
Clear local cache
Yes
No
No


The following table lists the browsers that CRM for phones works with. (Source)
Browser
Version
CRM for phones app
CRM for phones browser
Windows Phone - Internet Explorer Mobile
7.x

X

8.x
X
X
Safari on iPhone iOS
5.x

X

6.x
X
X

7.x
X
X
Android
2.3

X

3.3

X

4.x
X
X
Blackberry
6.x

X

7.x

X

10.x

X

Thanks everyone. :)