Category: Dynamics 365

Project Service Automation- Form Load Issues

Hello Readers

——Quick One—-

As we all know, Project Service Automation module is one of the best add on for MS CRM, for any IT/ITES or Project based organization, in order to deal with Project Contract and Quotations etc. However, with the launch of Dynamics 365, there are some issues currently going on with it.

Issue1: When you add quote to an opportunity, Quote form- Project information changes to the default quote form, which makes it difficult to enter/view Project Details. Project Information form is loaded for few seconds and then quote default form is loaded back.

Issue 2: Moreover, Quote-Project Information page has ‘Project Based Lines’ hidden, so you can’t edit them on the quote form

Solution 1 for Issue 1: When on opportunity form, make sure that you switch to/default Opportunity-Project Information form and not others. Now when you add a quote, it will jump to Quote-Project information form. It works for me, but for many it might not work and they need to check Solution 2 for Issue 1.

Solution 2 for Issue 1: Make a copy of both default Quote form and Quote-Project information form. Now, deactivate earlier versions of both the forms. Set the Project information form as default and do rearrange the order of the form.

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Solution for Issue 2: Set visible as default for Project based lines sub grid. Go to settings>>customization>>customize the system>>Entity>>Quote>>Forms>>New Quote-Project information form>>Double Click- Quote Lines Tab and set visible as default; Hide the Product based lines sub grid.

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Hope it resolves your issue…

Happy CRMing !

Business Process Flows in Dynamics 365-Part II

This is in continuation of the topic ‘Business Process Flows in Dynamics 365-Part I

Now let’s see, how does Business Process Flows looks on CRM forms:

Colours have changed 🙂

I am in the second stage and have selected ‘Project type’ equals “Implementation”

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I am in the second stage and have selected ‘Project type’ equals “Support”

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Many a times, my clients have asked me about the ‘timer’; user must be able to see ‘How much time they have spent in current stage?’; No worries! here it is 🙂

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You even get to see ‘Total time spent in this process’, cool that! 🙂

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Icons have changed for next and previous stage button

Previous Stage  22   Next Stage

Just in case the process flow is irritating you, click on hide hide

A new button for multiple actions on Business Process Flows is introduced, called ‘Process

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Click on that and you see, Switch Process, Edit Process & Abandon Process

We must be aware about Switch Process and Edit Process because of the availability in previous versions, if not:

Switch Process: it helps you to switch between multiple Business Process Flows, enabled for any entity at a given point of time. Basically, if you have multiple process flows which are not automated based on form type or any field and by mistake you started working on an irrelevant flow, you can switch process

Automating Switch Process Flows: (Refer this) https://community.dynamics.com/crm/b/develop1/archive/2013/09/20/how-to-change-process-and-stage-programmatically

Edit Process: All users will not be able to see this option as this requires specific privileges, usually with System Admin. This feature helps you in modifying your Business process flow, right from the record level instead of going to>>settings>>processes; you can edit it from here

Abandon: Coolest of all J Abandon process will stop your process flows time, then and there. It even turns the process in to grey (deactivate) for this particular record. You can either switch to other process or reactivate this later.

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Abandoned processes will be archived and can be reactivated, if required.

Hope you find this post useful!

Drop your questions & suggestions in the comment box below.

Thank you for reading!

Happy CRMing!!

 

Business Process Flows in Dynamics 365-Part I

Business Process Flows have been an integral part of Dynamics CRM since version 2013.

We should use Business Process Flows, if we want Users to follow same set of activities while executing a sales or service process (or may be a defined type of sales or service) while interacting with clients.

What’s new??

  • Designer
  • Trigger a workflow

Designer

Major UI Changes in the Business process flow designer. Much simpler, visio like experience and that’s why its lot easier for non-technical people to design and understand.

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Finally, drag and drop is here in the process designer. It’s as quick as a MS Visio diagram; once you understand it J

You can drag & drop conditions, stages, steps and workflows

Take note of the points mentioned in the below URL, while designing:

https://technet.microsoft.com/en-us/library/dn887193.aspx?f=255&MSPPError=-2147217396#Points

You can connect a condition to a stage

You can take a screenshot by clicking on ‘snapshot’

You can cut, copy and paste; the steps, stages and conditions. how cool is that? J

 

A workflow can be triggered on entry or exit of any stage. The workflow must be on the entity, for which this stage is created.

Enough of blabbering, now let’s see how we can create a Business process flow, with all the above mentioned charms.

Scenario: We will create a flow for Sales Team; working on both Implementation and Support Projects. I am going to include 4 unique entities in my flow (max. limit is 5)

  • 2 Stages on Lead
  • 1 on Opportunity
  • 1 on Quote
  • 1 on Order

Go to settings>>Processes>>New

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As you can see, it can also be run as a ‘Task flow’ for mobile clients. For more info, check this https://rajeevpentyala.com/2016/04/16/task-flow-crm-2016/

As soon as you hit ‘OK’, following screen will pop up:

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On your right, you have drag & drop options:

As you can see in the screenshot below, there are four components-

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Let’s start with adding stages, drag stage to the designer

Give it a name and click apply

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Add steps to this stage, by clicking either on ‘details’ or ‘+Add’ button

On your right, you will see filed options to select from (make them required on your wish)

you can also define the sequence, from the Properties panel on the right

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Add the second stage of Lead, I have custom field on Lead, ‘Project type’ having options; Implementation and support

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It is mandatory to have your condition field on the stage from where you want conditions to evolve.

So now, I am going to add conditions (You can add Yes/No conditions as well); these are very similar to ‘Branch’ which we used to have in the previous versions of CRM

 

If ‘Project Type’ equals Implementation

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If ‘Project Type’ equals Support

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What I want to achieve here is, If ‘Project type’ is implementation, next stage must be DEMO otherwise, it should be TAILOR SUPPORT PLAN

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Adding another stage now and merging the two opportunity stages to the next one

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Click on stage ‘Test Support Plan’ and then click on connector

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Click on ‘connect’ to see first and second point of this condition

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Now click on 2nd point, to establish a branch

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Adding the last stage ‘Place Order’, my process flow looks like:

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Workflows can be added at any stage entry or exit. Keep in mind that the workflow must be related to the stage entity and an on-demand workflow:

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Hope you find this post useful!

Drop your questions & suggestions in the comment box below.

Thank you for reading!

Happy CRMing!!

 

All you need to know about Dynamics 365 (Useful URLs/Weblinks)

Microsoft has recently (1st Nov 2016) announced the availability of Dynamics 365. This is a huge step and exciting too. With the launch of Dynamics 365 all CRM & ERP related apps (on cloud) will be accessible from one portal.

In this blog, I will be taking you through all you need to know about Dynamics 365

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What applications are part of Dynamics 365?

S.No. Solution Read More
1 Sales

 

https://www.microsoft.com/en-us/dynamics365/sales
2 Service

 

https://www.microsoft.com/en-us/dynamics365/customer-service
3 Marketing (only for Business edition)

 

https://www.microsoft.com/en-us/dynamics365/marketing
4 Field Service

 

https://www.microsoft.com/en-us/dynamics365/field-service
5 Project Service

 

https://www.microsoft.com/en-us/dynamics365/project-service-automation
6 Customer Insights

 

https://www.microsoft.com/en-us/dynamics365/customer-insights
7 Financials

 

https://www.microsoft.com/en-us/dynamics365/financials
8 Operations

 

https://www.microsoft.com/en-us/dynamics365/operations
9 Powerapps (only for Enterprise edition) https://powerapps.microsoft.com/en-us/

 

What Editions are available?

Based on the number of employees in an organization, editions are classified into:

Dynamics 365 Business (10-250 employees/users)

Dynamics 365 Enterprise (250 and above employees/users)

What is the difference between Business & Enterprise editions?

Business edition comes with all 8 applications included while Enterprise does not include Financials. I guess, Enterprise edition does not include ‘Financials’ based on the assumption that a larger organization would require a full fledged financial system.

Enterprise edition also includes availability of Powerapps, which is not there for Business Edition

How about licensing and prices?

Pricing & Licensing FAQs (You might have to login to Partner source)

https://mbs.microsoft.com/Files/partner/All_Products/PriceOrder/Licensing_Policies/MicrosoftDynamics365PricingLicensingFAQ.pdf

Licensing Models

https://blogs.technet.microsoft.com/uspartner_learning/2016/10/16/introduction-to-microsoft-dynamics-365-licensing/

Pricing

https://www.microsoft.com/en-us/dynamics365/pricing#business

Is Dynamics 365 mobile ready?

As of now following are available on different app stores:

Dynamics CRM https://www.microsoft.com/en-us/dynamics/crm-customer-center/install-dynamics-365-for-phones-and-tablets.aspx

Field Service https://appsto.re/au/LnEycb.i

Where can I Find partners?

Chat with Microsoft or search a Partner here: https://www.microsoft.com/en-us/dynamics365/partners

Want to know more about Powerapps?

https://powerapps.microsoft.com/en-us/blog/introducing-dynamics-365-home-the-new-way-for-users-to-discover-and-launch-apps-built-with-powerapps/

Why Marketing is not available for Enterprise Edition?

There is a new marketing solution in pipeline called Adobe marketing Cloud. This would be available for Enterprise edition of Dynamics 365 and this will be the preferred marketing solution from Microsoft. Read More: https://www.microsoft.com/en-us/dynamics365/marketing