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Overview of Dynamics 365 for Sales April '19 release

Customer engagement is about more than touchpoints. For sales organization to be successful, it requires creating meaningful connections, building relationships, and nurturing the relationships to establish trust. To build these relationships, sales professionals need robust and up-to-the-moment customer insights as well as the ability to collaborate effectively to deliver customer commitments.

Dynamics 365 for Sales and Microsoft Relationship enable sales reps to build deeper customer connections at scale using the power of Dynamics 365, LinkedIn, and Office 365. Sales professionals receive recommended content in addition to activities and notes through the sales playbook when working on an opportunity, helping to ensure they are using the right content for the right context.

The configure-price-quote capability enables sales professionals to efficiently put together the right product solution and quote the solution to customers. The ability to do simple forecasting will help in situations where external checks and adjustments need to be accounted for. 

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About my Github Projects!!

I have archived and there is no new development plan for my CubeXrmFramework which support for Dynamics CRM 2013, 2015 and 2016. This project downloaded from NuGet more than 1.000 times. You can still access to nuget packages here the link: https://www.nuget.org/packages/Cube.XRM.Framework 

I will continue to development of this project under Cube.XRM.Framework which fully compatible with Dynamics 365 ecosystem. Of course, this new project can be downloadable on NuGet as well: https://www.nuget.org/packages/Cube.XRM.Framework.D365/

You can access to my all Github projects from here: https://github.com/bkanlica

Overview of Dynamics 365 for Marketing April '19 release

Dynamics 365 for Marketing is a marketing automation solution that can help businesses turn more prospects into business relationships. Since its launch in April 2018, Dynamics 365 for Marketing has seen increasing adoption by organizations looking to nurture more sales-ready leads, align sales and marketing, make smarter decisions and grow with an adaptable platform. The app goes beyond basic email marketing to provide deep insights and generate qualified leads for your sales teams. Its graphical content-creation and design tools make visually rich emails, landing pages, and customer journeys easy to design and execute.

Our customers are increasingly looking to tailor the app to various roles and personas within their organization. They want to keep their user experience simple while achieving business goals through interconnected customer journeys. This requires support for centralized implementation by a few power users while enabling marketers to tweak their campaigns for the best returns. It also requires integrated actionable intelligence at every step to improve decision making and identify the best path forward.

The April '19 release lights up new intelligent scenarios and enhanced extensibility capabilities so customers and partners can tailor the application to specific needs. The application also adds social marketing capabilities beyond its existing social insights and analytics. Here are the key investment areas for the April '19 release:

  • Actionable intelligence lets you build optimized target segments, craft appealing content for better delivery, and orchestrate effective communications strategies. It leverages rich data sets available with the marketing app to help marketers maximize the impact of their campaigns.

  • Personalized marketing now extends to landing pages, which can provide content that's personalized for known visitors. Design innovative new marketing experiences that feature mixed reality to help drive richer engagement with potential leads. Marketers can achieve more on social channels by posting right from the app.

  • Easy Onboarding Trial sign-ups can now be done in a few steps and spun quickly in minutes. New users can get started through the intuitive dashboard and discover value with guided tasks for common marketing scenarios. This comes along with general usability improvements for better experience.

  • Integrate and extend the solution. Platform extensibility enhancements help customers and partners meet specific needs, deliver turnkey projects, and support vertical scenarios. New APIs will enable you to link journeys to business processes, and to create target segments programmatically. You can use your own content management system to submit information directly via forms, and to set up event pages or landing pages. Social integration is further enhanced to include social-posting capabilities. Sales users can now influence marketing with a few clicks.

  • Fundamental investments continue to deliver improved usability, performance, scalability and throughput for campaign execution and email marketing. The segmentation interface has been improved and optimized for frequently used marketing scenarios. Usability improvements in insights provide complete visibility across all campaign elements, form interactions, email messages, and more.


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Overview of Dynamics 365 for Customer Service April '19 release

Dynamics 365 for Customer Service aims to enable businesses to differentiate themselves from their competition by providing world-class customer experiences. Customers today value the ease and speed of resolution and they want to receive service on their preferred channel of engagement, at any time, and on any device. We are enabling these capabilities by building an intelligent omni-channel customer experience and an empowered agent experience.

A true omni-channel experience in the product will preserve context and provide a continuous experience as customers seamlessly switch across self-service, peer-to-peer service, and assisted-service channels. An empowered agent experience will provide an application experience that is unified across channels and line of business (LOB) applications, is contextual to the engagement, and comes with productivity tools to resolve issues faster.

Themes for Customer Service April '19 release

  • Channels: In line with our goal to provide increased channel flexibility to customers, we will provide live chat as a channel for customers to seek real-time support. We will also enable SMS support for customers to receive automatic notifications and engage with support agents at their own pace.

  • Agent experience: In the October '18 release, we released the Omni-channel Engagement Hub for preview. Omni-channel Engagement Hub is a customizable, high-productivity app built on Unified Service Desk for agents working on multiple channels. In the April '19 release, we will make this generally available. In addition, we will offer a browser-based multi-session, multi-app agent experience built on the Unified Interface framework.

    Case management is a cornerstone capability in customer service. We will rework key experiences to improve usability and productivity.

  • Knowledge management: We will make key enhancements to the knowledge base (KB) authoring experience. KB admins can create KB templates for common scenarios like FAQs, how-to articles, and so on. KB authors can leverage these templates to quickly create standardized KB articles.

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It is time for London event...

It is time for the biggest D365 Saturday event all the world! This event will take place at the Microsoft Office in Paddington London on 19 January 2019. Full details and event schedule is here: http://365saturday.com/dynamics/london-2019/

Dynamics 365 Saturday is a free Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP’s For CRM and ERP professionals, technical consultants & developers. Learn & share new skills whilst promoting best practices, helping organisations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365.

Dynamics 365 Saturday will replace CRM Saturday to provide a single platform to serve the whole Dynamics 365 community, the core customer experience values and ethics of CRM Saturday will continue to live on through 365 Saturday with the rest of the Dynamics Community.

I have a session in this event on 10th February. Session name is “Dynamics 365 V9 New Features & Deprecations” in Microsoft Dubai Office in Media City between 13:00 and 14:00. Also, I will share my knowledge on Dynamics 365 in Hackathon on 11th February.

My session focuses on who interested in taking the plunge to “code”. The session will be covering all development structure. Attendees can easily see the difference between versions from a development perspective and will be particularly helpful for those who work on upgrade projects.

Full details here: http://365saturday.com/dynamics/london-2019/

13

New D365 Saturday event at Brussels Belgium

As always we have full day speaking events in two rooms! Please join us if you around. 17 Nov 2018...

Dynamics 365 Saturday is a free Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP’s For CRM and ERP professionals, technical consultants & developers. Learn & share new skills whilst promoting best practices, helping organisations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365.

Dynamics 365 Saturday will replace CRM Saturday to provide a single platform to serve the whole Dynamics 365 community, the core customer experience values and ethics of CRM Saturday will continue to live on through 365 Saturday with the rest of the Dynamics Community.

I have a session in this event on 10th February. Session name is “Dynamics 365 V9 New Features & Deprecations” in Microsoft Dubai Office in Media City between 13:00 and 14:00. Also, I will share my knowledge on Dynamics 365 in Hackathon on 11th February.

My session focuses on who interested in taking the plunge to “code”. The session will be covering all development structure. Attendees can easily see the difference between versions from a development perspective and will be particularly helpful for those who work on upgrade projects.

full details here: http://365saturday.com/dynamics/belgium/

13

Directions EMEA 2018 - The Hague

Directions EMEA is an independent conference for Microsoft Dynamics partners from the ERP and CRM channels focusing on the SMB market. It is organized by partners for partners.

The Directions conference provides the Dynamics community with a forum for knowledge sharing, networking and discovering new opportunities for future growth and collaboration. It is a must-attend event where partners can enhance and build their networks to reach a broader SMB market, learn about the latest product developments and tools, as well as enrich their operational and technical knowledge.

Since 2008 Directions EMEA has grown year by year. 2018 will take place in The Hague on October 29 – 31, 2018.

I have a session in this event on 29th October Monday in S-America room.

See you there 🙂

Using ITracingService in Microsoft Dynamics CRM plugins

The ITracingService interface provides a way to log plug-in run-time information. This method of logging information is especially useful for sandboxed plug-ins registered with Microsoft Dynamics CRM Online that cannot otherwise be debugged using a debugger.  It was introduced in CRM 2011.

Tracing assists developers by recording run-time custom information as an aid in diagnosing the cause of code failures. Tracing is especially useful to troubleshoot Microsoft Dynamics CRM Online registered custom code as it is the only supported troubleshooting method for that scenario. Tracing is supported for sandboxed (partial trust) and full trust registered custom code and during synchronous or asynchronous execution. Tracing isn’t supported for custom code that executes in Microsoft Dynamics CRM for Outlook or another mobile client.

The tracing information is displayed in a dialog of the Microsoft Dynamics CRM Web application or in the event log for on-premise deployments, only if an exception is passed from a plug-in back to the platform.  However, starting with CRM Online 2015 Update 1, a trace logging feature was introduced that records tracing information even when an error does not occur.

Logging and tracing


An alternative method to troubleshoot a plug-in or custom workflow activity (custom code), compared to debugging in Microsoft Visual Studio, is to use tracing. Tracing assists developers by recording run-time custom information as an aid in diagnosing the cause of code failures. Tracing is especially useful to troubleshoot Microsoft Dynamics 365 (online) registered custom code as it is the only supported troubleshooting method for that scenario. Tracing is supported for sandboxed (partial trust) and full trust registered custom code and during synchronous or asynchronous execution. Tracing isn’t supported for custom code that executes in Microsoft Dynamics 365 for Outlook or another mobile client.

Recording of run-time tracing information for Microsoft Dynamics 365 is provided by a service named ITracingService. Information provided to this service by custom code can be recorded in three different places as identified here.

  • Trace log
    Trace log records of type PluginTraceLog can be found in the web application by navigating to Settings and choosing the Plug-in Trace Log tile. The tile is only visible if you have access to the trace log entity records in your assigned security role. Writing of these records is controlled by the trace settings mentioned in the next section. For information on required privileges for the PluginTraceLog entity, see Privileges by entity.
  • Error dialog
    Asynchronous registered plug-in or custom workflow activity that returns an exception back to the platform results in an error dialog box in the web application presented to the logged on user. The user may select the Download Log File button in the dialog to view the log containing exception and trace output.
  • System job
    For asynchronous registered plug-in or custom workflow activities that returns an exception, the tracing information is shown in the Details area of the System Job form in the web application.

Enable trace logging:


To enable trace logging in an organization that supports this feature, in the web application navigate to Settings > Administration> System Settings. In the Customization tab, locate the drop-down menu labeled Enable logging to plug-in trace log and select one of the available options. 

Option

Description

Off

Writing to the trace log is disabled. No PluginTraceLog records will be created. However, custom code can still call the Trace method even though no log is written.

Exceptions

Trace information is written to the log if an exception is passed back to the platform from custom code. 

All

Trace information is written to the log upon code completion or an exception is passed back to the platform from the custom code.


If the trace logging setting is set to Exception and your custom code returns an exception back to the platform, a trace log record is created and tracing information is also written to one other location. For custom code that executes synchronously, the information is presented to the user in an error dialog box, otherwise, for asynchronous code, the information is written to the related system job.

By default, the System Administrator and System Customizer roles have the required privileges to change the trace logging setting, which is stored in a TraceSettings entity record. Trace settings have an organization scope.


Writing to the trace service from a Plug-in:

Before writing to the tracing service, you must first extract the tracing service object from the passed execution context. Afterward, simply add Trace calls to your custom code where appropriate passing any relevant diagnostic information in that method call.

//Extract the tracing service for use in debugging sandboxed plug-ins.

ITracingService tracingService =

    (ITracingService)serviceProvider.GetService(typeof(ITracingService));

// Obtain the execution context from the service provider.

IPluginExecutionContext context = (IPluginExecutionContext)

    serviceProvider.GetService(typeof(IPluginExecutionContext));

// For this sample, execute the plug-in code only while the client is online.

tracingService.Trace("AdvancedPlugin: Verifying the client is not offline.");

if (context.IsExecutingOffline || context.IsOfflinePlayback)

    return;

// The InputParameters collection contains all the data passed

// in the message request.

if (context.InputParameters.Contains("Target") &&

    context.InputParameters["Target"is Entity)

{

    // Obtain the target entity from the Input Parameters.

    tracingService.Trace

        ("AdvancedPlugin: Getting the target entity from Input Parameters.");

    Entity entity = (Entity)context.InputParameters["Target"];

 

    // Obtain the image entity from the Pre Entity Images.

    tracingService.Trace

        ("AdvancedPlugin: Getting image entity from PreEntityImages.");

    Entity image = (Entity)context.PreEntityImages["Target"];

}


References:

·  ITracingService Interface - https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.itracingservice.aspx

·  Debug a plug-In - https://msdn.microsoft.com/en-us/library/gg328574.aspx

·  Sample: Web access from a sandboxed plug-in - https://msdn.microsoft.com/en-us/library/gg509030.aspx
·  Sample: Calculate Price plug-in - https://msdn.microsoft.com/en-us/library/dn817877.aspx