Send Bulk Emails and Track Stats Back to CRM with PowerMailChimp

Maintaining campaigns, marketing lists and sending emails to different marketing lists in bulk are usual processes in Marketing. Dynamics CRM provides a useful set of functionalities under Marketing.

MailChimp provides lot of web based features including Email designer, Email Template Creator, integration with different web applications, maintaining campaigns, create campaigns using mobile etc…
http://mailchimp.com/

MailChimp Integrations
MailChimp Integrations

PowerMailChimp connects Dynamics CRM and the MailChimp, simply it acts as MailChimp CRM Integration tool.

http://www.powerobjects.com/powerpacks/powermailchimp/

You can create marketing campaigns, maintain static or dynamic marketing lists to send offerings, newsletters, notices etc… from Dynamics CRM itself. Also MailChimp can be used to design your email templates or newsletter templates very easily and send those emails or  newsletters using your own templates in MailChimp. Statistics such as successful deliveries, opens, bounces and unsubscribes can be seen from the CRM itself.

Its simple,  watch following video in YouTube;

MailChimp integration with Microsoft Dynamics CRM 2015

Dynamics CRM 2015 Copy Price List

Having a large number of products under a price list means, there are large amount of price list items associating with them. Whenever a new price list is added to the CRM, price lists items are to be created even if the prices are same in that price list.

“Copy Price List” is to duplicate an existing price list with a new name, new start date and a new end date with its price lists items. If there are any changes to be done to any price list items users can do that manually while the other items remaining the same.

Source Code and the Managed Solution available in CODEPLEX

The solution is perfect when a system has large number of products with many price lists adding but price list items are getting rarely changes. This has packaged to work with CRM 2015 directly but using the source code that can be used with previous versions of CRM as well.

Go through the following the steps to install it and use it !

Continue reading “Dynamics CRM 2015 Copy Price List”

Connections VS Relationships in CRM

Relationships are one the strengths in CRM and it was there from its beginning and Connections introduced with CRM 2011. Recently I had to decide whether the use CRM connections or relationships to implement a feature in CRM and I found pros and cons of using each as solutions. Also I have given my ideas according to my experience with them.

My personal preference is goes to Relationships as it is steady and it clearly expresses the association type among entities. Relationships can be directly seen from each entity with its type even in the forms and it can be easily used in reports and in views. Mostly the relationships are decided at the time of designing the CRM solution and the code (e.g. proxy class) has to be generated to use it in plugins and custom workflows when you are using early bind method. Also if any entity is related to many other entities for different functionalities, there is a possibility of having empty values in CRM records\forms. in that case developers has some more work to hide them or handle blanks in each lookup.

With connections the user can use the association between two records only when needed. But there should be an additional step to be taken, that is relationship role. Also when any connection is retrieved developer has to get the relationship role first. Connections are very useful when the relationship between two entities are rarely used and specially when a scenario having a many to many associations as in a network.

I found a good thread on this initiated by Dinesh and click here to open it;

CRM 2015 has been Released

You can now experience Dynamics CRM 2015 online and on-premise. Specially some enhancements have been added to the new features launched with CRM 2013 and great new features have been introduced with the latest version.

You can find more downloads related to CRM 2015 from here http://www.microsoft.com/en-ca/search/Results.aspx?q=dynamics%20crm%202015&form=DLC

CRM 2015

CRM 2013 SDK New Features – Client API

With CRM 2013, some important features have been released under Client API. Most of them are good solutions to very practical scenarios that CRM developers faced in past releases. This is an attempt to present the official video and to summarize SDK features for the reference.

The video can be found in the following link as well.

http://community.dynamics.com/crm/b/crmvideos/archive/2013/11/09/microsoft-dynamics-crm-2013-sdk-new-features-client-api.aspx

Following table summarizes New SDK features under CRM 2013.

Continue reading “CRM 2013 SDK New Features – Client API”

CRM 2011 Workflows being Duplicated

Imagine that only one workflow has been in CRM and only one workflow will be shown under all processes view. From advance find, it will show one workflow when queried. There’s a difference between advanced find query for the processes compared to the other usual entities, when processes has been selected under “Look For” dropdown it gives a default filter conditions as follows.

WFAdvancedFind

After activating the workflow just created, in the advanced find, it will show only one workflow with the default filter criteria given. But after removing all filters from the advanced find it will show two workflows. Whenever a workflow gets activated CRM will automatically create a snapshot of the same workflow.

In the schema for the Type attribute, there are three values;

1 = Definition
Definition of a Workflow that is displayed in the application in the “All Processes” view. When you make changes to a workflow, you are making a change to a Workflow definition (or template); if you delete a workflow, you are deleting a workflow definition (or template)

Continue reading “CRM 2011 Workflows being Duplicated”

CRM 2013 ON-PREMISES has been Released

CRM On-Premises version has been released recently by Microsoft Dynamics and you will find all the updates and downloads from following link.

http://msdn.microsoft.com/en-us/dynamics/crm/jj937218

Here’s the very first screen I got after installing and configuring my newest CRM 2013 application.

SCreen1

Data Migration to Dynamics CRM using SSIS – SS SLUG

Data migration is a vital part of a software project if it moving from one system to another. It is further important if the new system is a Microsoft Dynamics product like Microsoft Dynamics CRM.
I was able to disscuss and to have a session at Sql Server Sri Lanka User Group October meeting. Anyone can join following web site, download slides and sample codes and materials.

Download Slides and Codes:
http://www.sqlserveruniverse.com

Photos of the session from following link:
http://www.sqlserveruniverse.com/SSSLUG/Gallery/October2012.aspx

Layered Multi Select Checkboxes – Custom Controls in CRM – Part 2

Layered multi level checkboxes challenge can be acheived by using CRM Optionset control and javascripts too. However there is a technique to be used to identify parent and child levels of the multi layered checkboxes. Each picklist item’s value can be used to decide the layer of the checkbox.

Control looks like this in the CRM form after implementing it.

Follow the steps below to work with Layered Multi Select Checkbox control.
Continue reading “Layered Multi Select Checkboxes – Custom Controls in CRM – Part 2”

Multi Select Checkboxes – Custom Controls in CRM – Part 1

Multi select check boxes control is a very essential control in web forms. Some times client needs exactly the same feature in CRM forms as well. When the requirement is to develop a dynamic multi select checkboxes control its really difficult for the developer to implement the feature in CRM. CRM developers will have a little relief with this solution even if there are Javascripts needed to activate the functionalities.

An Option Set control and a Multi line textbox are used to create the Multi Select Checkboxes control. Labels of the checkboxes can be stored in the optionset control as items. Selected values will be saved in the multi line textbox seperated by semi colons.

Control looks like this in the CRM form after implementing it.

Multi select checkbox control in the form

Follow the steps below to work with Multi Select Checkbox control.

Continue reading “Multi Select Checkboxes – Custom Controls in CRM – Part 1”