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CRM Saturday Zurich

I'm pleased to announce that I'm one of the presenters in CRM Saturday Zurich which will be held 13th April at the Microsoft Switzerland.

About my session:

Dynamics 365 new development features and deprecations
Saturday, May 13
 | 10:15 PM - 11:00 PM
 | Room 3

Format: Presentation
Level: Intermediate

Looking to extend or write your first code to your Dynamics CRM environment? This session is focused on those new to CRM development or CRM administrators interested in taking the plunge to "code" customization. Covering all development structure of the Dynamics platform since version 2011. Attendees can easily see the difference between versions from a development perspective and particularly helpful for those who work on upgrade projects.

About CRM Saturday:

CRM Saturday is a Non Profit Technology Event Sponsored by Microsoft and Organised by the Microsoft Dynamics and CRM Community. It provides Organisations and Microsoft professionals a unique opportunity to keep up to date with the many platform changes and come together to discuss the challenges often faced during CRM implementation and digital transformation with fellow Industry experts. Get ready for an action packed day with over 15 sessions by speakers from around the world including many Microsoft MVP's and industry experts.

You can find more detail in here : http://www.spsevents.org/city/Zurich/Zurich2017/home

Dynamics Sure Step Methodology


Microsoft Dynamics Sure Step is a full customer lifecycle methodology for all Microsoft Dynamics® solutions, providing the Microsoft ecosystem with comprehensive implementations through delivery guidance, project management discipline alignment, and field-driven best practices. Sure Step is designed to enable the solution provider to better serve their customers by helping reduce their Microsoft Dynamics total cost of ownership. Sure Step content covers the Microsoft Dynamics ERP and CRM suite of solutions, including Microsoft Dynamics AX, Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL. The guidance, tools, templates, and best practices provided in the methodology can help increase the consistency, timeframes, quality, and success of Microsoft Dynamics engagements.

Sure Step is considered a full lifecycle methodology because it encompasses all phases of a customer engagement. Sure Step begins with a Solution Envisioning phase to help customers determine the right solution for their needs.  The Solution Envisioning phase is followed by Solution Delivery phases to implement their solution and to provide guidance for the operation and maintenance of the solution in production. For existing Microsoft Dynamics customers seeking to progress their solutions to the latest product releases, Sure Step also provides Upgrade Assessments in the Solution Envisioning phase, followed by Solution Delivery phases to upgrade their solution and then to maintain the production solution in operation.

Sure Step has six phases: Diagnostic, Analysis, Design, Development, Deployment, and Operation. The Diagnostic phase encompasses Solution Envisioning and provides guidance on product capabilities, including content on focus industries for a corresponding product. The Decision Accelerator Offering is an important part of the Diagnostic phase, designed to reduce the risks and concerns for the customers in their decision-making process for new/upgrade ERP/CRM solutions.


The Sure Step Methodology offers the project types described in the following table:

 

Project type

Description

Standard

A lean approach for implementing Microsoft Dynamics solutions at a single site.

Rapid

An accelerated approach for implementing Microsoft Dynamics solutions with minimal or no

customizations.

Enterprise

A standardized approach for implementing Microsoft Dynamics solutions in complex single-site deployments or in global/multi-site organizations wherein country/site-specific unique business needs have to be factored on top of a core solution.

Agile

An iterative approach to implementing Microsoft Dynamics solutions at a single site requiring specific features and moderate-to-complex customizations. While the Standard, Rapid, Enterprise, and Upgrade project types are waterfall-based, the Agile project type uses the Sprint cycle approach to solution deployment.

Upgrade

An approach to upgrade an existing Microsoft Dynamics solution to a subsequent release of that solution. This begins with a Technical Upgrade to address moving existing functionality to the subsequent release. Any new functionality that is desired can be deployed by using the one of the other project types: Rapid, Standard, Agile, or Enterprise.

Sure Step also features Cross Phase Processes that span the project types. A cross-phase process is a group of related activities that span multiple implementation phases in a specific project scenario. The Sure Step Methodology also provides Optimization Offerings that feature proactive and post go-live services that are designed to assist the customer and solution provider with an additional level of due diligence in the solution delivery lifecycle.

Additionally, Sure Step provides Project Management and Organizational Change Management libraries, with content to support these key functions in a solution delivery engagement. Sure Step also includes an overview of roles typically involved in an engagement, both from consulting (solution provider) and customer perspectives.

Note: Dynamics Sure Step methodology has a strong delivery guidance and toolset for managing an entire Dynamics CRM project, positioning Dynamics CRM as the main element of the solution and the methodology. Enterprise solutions usually consist of multiple products and even diverse technologies, making it challenging to apply the entire process. Applying the templates and recommendations of Sure Step should be always considered and made part of the specific chosen ALM method to lower the risks and to make the CRM delivery process more transparent.

Dynamics Sure Step lacks the guidance regarding the tooling and automation techniques for the specific processes;

the tooling should be always selected according to the specific delivery environment and requirements of the solution.

MSF-based Solution Delivery

The Microsoft Solutions Framework (MSF) provides an adaptable framework for successfully delivering information technology solutions faster and with fewer people and less risk while enabling higher-quality results. MSF helps teams directly address the most common causes of technology project failure to improve success rates, solution quality, and business impact. Created to deal with the dynamic nature of technology projects and environments, MSF fosters the ability to adapt to continual change within the course of a project.

MSF is called a framework instead of a methodology for specific reasons. As opposed to a prescriptive methodology, MSF provides a flexible and scalable framework that can be adapted to meet the needs of any project (regardless of size or complexity) to plan, build, and deploy business-driven technology solutions. The MSF philosophy holds that there is no single structure or process that optimally applies to the requirements and environments for all projects. It recognizes that, nonetheless, the need for guidance exists. As a framework, MSF provides this guidance without imposing so much prescriptive detail that its use is limited to a narrow range of project scenarios.


MSF components can be applied individually or collectively to improve success rates for projects such as:

§             Software development projects, including mobile, web and e-commerce applications, web services, mainframe, and n-tier

§             Infrastructure deployment projects, including desktop deployments, operating system upgrades, enterprise messaging deployments, and configuration and operations management systems deployments

§             Packaged application integration projects, including personal productivity suites, enterprise resource planning (ERP), and enterprise project management solutions

§             Any complex combination of the above

MSF guidance for these different project types focuses on managing the “people and process” as well as the technology elements that most projects encounter. Because the needs and practices of technology teams are constantly evolving, the materials gathered into MSF are continually changing and expanding to keep pace.

As a framework, MSF contains multiple components that can be used individually or adopted as an integrated whole. Collectively, they create a solid yet flexible approach to the successful execution of technology projects. These components are described in the following table.

 

MSF component

Description

MSF foundational principles

The core principles upon which the framework is based. They express values and standards that are common to all elements of the framework.

MSF models

Schematic descriptions or “mental maps” of the organization of project teams and processes (Team Model and Process Model—two of the major defining components of the framework).

MSF disciplines

Areas of practice using a specific set of methods, terms, and approaches (Project Management, Risk Management, and Readiness Management: the other major defining components of the framework).

MSF key concepts

Ideas that support MSF principles and disciplines and are displayed through specific proven practices.

MSF proven practices

Practices that have been proven effective in technology projects under a variety of real-world conditions.

MSF recommendations

Optional but suggested practices and guidelines in the application of the models and discipline.

The MSF Process Model combines concepts from the traditional waterfall and spiral models to capitalize on the strengths of each model. The Process Model combines the benefits of milestone-based planning from the waterfall model with the incrementally iterating project deliverables from the spiral model.

The Process Model phases and activities appear in the following list:

§             Envision: Describe the solution concept and define the project team necessary to deliver it.

§             Plan: Assemble detailed plans and designs necessary to deliver the solution.

§             Build: Construct a solution that includes all aspects of the project needs.

§             Stabilize: Polish and verify that the solution meets customer and user needs and expectations.

§             Deploy: Deploy and integrate the solution to its intended production environments.


The MSF Process Model is depicted in the following graphic:


Iterative Solution Development

 

Iterative Solution Development (ISD) is a methodology used to reduce solution delivery risk and highlight Microsoft’s deep experience building custom application-development solutions. ISD enables on-going productive customer feedback, a single system of record for improved traceability, and consistent guidance on tools and application development recommended practices.

§             ISD is recommended for extremely complex, custom-development solutions.

§             ISD is the Microsoft Services Solution Delivery (SSD) approach for envisioning, planning, stabilizing, and deploying complex custom application development solutions.

§             ISD is derived from Services Delivery Methodology (SDM), which is based on Microsoft Solution Framework (MSF) and sourced from the World Wide Solution Development Centers. ISD is used when Microsoft is the prime contractor for large, complex, and custom application development engagements.

§             ISD leverages five core pillars to ensure delivery: a team model, a mentoring model, a process model, a governance model, and guidance focused on management of the development environment (built on TFS).


ISD Phases

§             The ISD Discovery Phase provides detailed guidance on all technical and business pre-sales activities required to win large, complex, and custom application development Tier 1 deals.

§             The ISD Sketch Phase provides detailed guidance on all of the activities required to successfully deliver a solid statement of work (SOW) for the Build, Stabilize, and Deploy phases. The ISD Sketch Phase is designed to be used on large, complex, and custom application development Tier 1 engagements.

§             The ISD Build & Stabilize Phase is the process of constructing the solution for the customer. This is the main Delivery Management phase. The iteration plan developed during Sketch is executed delivering working features and capabilities for each Release. It is built on the ISD team model and leverages TFS tooling and automation, covering development and test processes, source and version control policies, and testing and QA methods to ensure the ISD goal of high quality solution.

§             The ISD Deploy Phase provides detailed guidance on all the activities required to successfully release custom application development solutions into production. The ISD Release Phase is designed to be used on large, complex, and custom application development Tier 1 engagements.

§             The ISD Support Phase provides detailed guidance on all the activities required to successfully support custom application development solutions once they have been deployed into production. The ISD Support Phase is designed to be used on large, complex, and custom application development Tier 1 engagements.

 

Microsoft Dynamics CRM 2016 Service Pack 1 Performance Benchmark on Azure Infrastructure as a Service (IaaS)

You can download performance paper of Microsoft Dynamics CRM 2016 Service Pack 1 (SP1) running on Azure Virtual Machines. 


Overview 

Microsoft Dynamics CRM is designed to deliver intelligent customer engagement to the market – helping companies deliver customer experiences that are personalized, proactive and predictive. Dynamics CRM helps provide data anywhere and across a wide array of devices, ranging from phones and tablets to PCs, and through a wide array of client types, such as smartphone apps, tablet apps, and Microsoft Dynamics CRM for Outlook. This paper highlights the scalability and performance that can be achieved in terms of concurrent users and feature functionality with the latest release of Dynamics CRM 2016 SP1, running on the standard “off the shelf” Azure Virtual Machines. 



Conclusion 

The results reflect the scalability and performance achieved on a specific Dynamics CRM 2016 SP1 implementation running on standard Azure Virtual Machines in a test environment. Actual performance may vary based on factors ranging from specific customizations deployed to the geographic distribution of users and network latency or bandwidth. Customers should expect that results will vary for each implementation and should perform their own performance testing based on their needs or requirements. In some cases, customers may achieve higher levels of performance by fine-tuning or optimizing the configuration of Microsoft Dynamics CRM. 

These results demonstrate the robustness of Dynamics CRM 2016 SP1 and its capability to handle concurrent user activities with ease for enterprise CRM scenarios. 

You can download from below link:

Microsoft Dynamics CRM 2016 SP1 Performance Benchmark on Azure IaaS.pdf (1,1MB)

Join Us at Summit EMEA 2017

I'm pleased to announce that I'm one of the presenters in Summit EMEA 2017 which will be held 4-6 April at the RAI Amsterdam.

About my session:

Development on Dynamics 365/CRM
Tuesday, April 4
 | 2:00 PM - 3:00 PM
 | Room: G110

Format: Presentation
Level: Intermediate

Looking to extend or write your first code to your Dynamics CRM environment? This session is focused on those new to CRM development or CRM administrators interested in taking the plunge to "code" customization. Covering all development structure of the Dynamics platform since version 2011. Attendees can easily see the difference between versions from a development perspective and particularly helpful for those who work on upgrade projects.

About Summit EMEA:

Summit EMEA 2017 will be held 4-6 April at the RAI Amsterdam. Summit EMEA provides Microsoft Dynamics users with best-in-class education on how to maximise the performance of Microsoft CRM, Dynamics AX, Dynamics NAV, and Power BI products. This event welcomes IT executives and end users from organizations using Microsoft Dynamics for learning and collaboration in a trustworthy environment.

This community-driven conference features special access to Microsoft leadership and a diverse array of interactive training workshops led by experts and users. Session topics include:

·         BI & Reporting

·         CRM Cloud Extensions

·         Developer

·         Leadership & User Adoption

·         Microsoft Dynamics 365

·         Power User

·         User Showcase

·         Partner Solutions Showcase

Sessions are currently available online. View session details, descriptions, and speaker information.

Interested in Power BI? There will also be three full days of Power BI sessions available to attendees. View Power BI sessions.

This event is brought to you by AXUG, CRMUG, NAVUG, and PBIUG. These User Groups are the world's most influential communities of Dynamics users, business leaders, IT professionals, developers, and partners - with members sharing a common goal to maximize and advance the performance of their Dynamics investment.

Register today! Begin your conference registration.


Join Your Microsoft Dynamics Peers at Summit EMEA 2017

I'm pleased to announce that I'm one of the presenters in Summit EMEA 2017 which will be held 4-6 April at the RAI Amsterdam.

About my session:

Development on Dynamics 365/CRM
Tuesday, April 4
 | 2:00 PM - 3:00 PM
 | Room: G110

Format: Presentation
Level: Intermediate

Looking to extend or write your first code to your Dynamics CRM environment? This session is focused on those new to CRM development or CRM administrators interested in taking the plunge to "code" customization. Covering all development structure of the Dynamics platform since version 2011. Attendees can easily see the difference between versions from a development perspective and particularly helpful for those who work on upgrade projects.

Learning Objectives:
Changes on Javascript Library, SiteMap, Plugin and Workflow Development, Service struscture, Web Api, etc...

About Summit EMEA:
Summit EMEA provides Microsoft Dynamics users with best-in-class education on how to maximise the performance of Dynamics AX, Microsoft CRM, Dynamics NAV, and Power BI products. This event welcomes IT executives and end users from organizations using Microsoft Dynamics for learning and collaboration in a trustworthy environment.

Attendees will have direct access to the following:

* Product insights

* Practical answers to Dynamics questions

* Peer to peer expertise that will provide gains in product knowledge and streamline business operations

* Microsoft leaders

* Microsoft MVPs

* Subject Matter Experts

Summit EMEA also facilitates connections between Dynamics professionals both from local user groups and from an international network of likeminded professionals. This event is brought to you by AXUG, CRMUG, NAVUG, and PBIUG. These User Groups are the world's most influential communities of Dynamics users, business leaders, IT professionals, developers, and partners - with members sharing a common goal to maximize and advance the performance of their Dynamics investment.

Click here to begin your conference registration.


London CRM Meetup is completed

London CRM Meetup is completed successfully. 

After event Ramon Tebar (Metrobank CRM Software Architect - CRM MVP) said that
"Great Team Work yesterday at the CRM London Meetup (http://www.meetup.com/London-CRM-Meetup) celebrated in our Holborn offices. Our CRM Team managed to organise end-to-end its first public event and share some of the lessons learnt in our CRM implementation during the already almost last 4 years. This was a great opportunity to exchange experiences with other professionals and near 60 people came along. Our new team member, Natalia Blanco, was able to prepare and print all the badges for our external and internal attendees. Kiran Thind, Samira Bijle, Charlie Peacock and Marc Trotman kindly welcomed our guests at the store and walked them to the event room. Sergio Fernandez, Faisal Memon and Irfan Mistry helped to set the room layout and organise all the chairs. At the same time, David Duong and Thomas Yates configured the microphones and checked the room audio. Marcin Bochenko brought his cool camera and took pictures during the whole session (looking forward to seeing them!). When everyone was in the room, Metroman came along to say hello thanks to Liam Hunt. Our speakers were able to deliver a dynamic and entertaining agenda within the scheduled time. Deane Roe walked us through the challenges to gather and organise our requirements across multiple projects. Sebastian Waksmundzki and Baris Kanlica shared some developments advices. Our Test Lead, Chelsey Dawe, showed how to plan efficiently the CRM test cases. Mario Trueba, Vikas Yadev and Matthew Groves explained how to integrate CRM with other systems. Freya Breitenbach described how important our digital communications are. Labina Jusufi explained some of the tricks to adopt and maintain our CRM practise. To close the event, we run an interactive Q&A session with the whole team involved and our guests raised multiple interesting questions. Thanks to Jeff Higgs and David Young, our CTO, for joining us and help us to answer some of the enquiries from our audience. I believe we have now new Metro Bank Fans :) " 







Cube.XRM.Framework

I develop CRM Framework for Microsoft Dynamics CRM 2013, 2015 and 2016.
You can follow and download this and related example project codes under my github : https://github.com/bkanlica/

Please join me let's develop it together

Cube.XRM.Framework.Core:

This is the main project of this framework. If you want to integrate external applications with Dynamics CRM you have to generate a Service object and connect to the Dynamics CRM. This project generates Dynamics CRM Service and connects to the CRM instance. Also this project contains some other core functionalities of framework such as logging.

Cube.XRM.Framework:

All framework functionalities are coming from this project.

  • Cube Base: All main functionalities are collected in this class like Plugin/Workflow Context, Create, Retrieve, Update and Delete operations, etc.
  • Cube Entity: If you want to create your own classes like Dynamics CRM entities this class will help you with add you some extra functionalities if you inherit your class from this class.
  • Exception Handler: Handle CRM Exceptions
  • Object Carrier: You can keep objects in memory with specified keys and access them later.
  • Settings: Framework setting are generating from this class.

Cube.XRM.Framework.AddOn:
You can access all framework functionalities - Context, Log Mechanism, Service will be ready to use in your Plugin and Workflow.

Cube.XRM.Framework.IntegrationTester:
This is just a test project also you can generate your settings file with this project.

Cube.XRM.Workflow.HelperTool:
This is a custom workflow that is accessible from your workflow screen while you create a workflow. It is include some useful functionalities for a workflow.

London CRM Meetup - Metro Bank Event

You are very welcome to our next London CRM Meetup Event. Please register from this link: https://www.meetup.com/London-CRM-Meetup/events/234090026/ 

This will be a MS Dynamics CRM focused event taking place at Metro Bank's Head Office in Holborn and will be presented by the Metro Bank CRM Team.

Establishing a new CRM practice requires to consider several aspects around Project Management, Analysis, Development, Testing, Integration, Communications, Training and Adoption. During this session we would like to have an open conversation to share common experiences around these aspects and other points part of the Dynamics CRM Application Life Cycle.

Agenda

6:00pm – Welcome with drinks & food

6:30pm – Presentation starts

7:30pm – Questions and answers

8pm – Networking

8:30pm – Finish