I have a CRM Account already filled with Customers and I would Like to Couple those CRM Accounts with newly created Customers In Business Central.
I have created multiple companies that all sync with the same CRM environment.
I would like to couple a CRM Account records that was not created in Business Central Customer with a newly created Customer record in Business Central.
But when I try to set coupling the Common Data Service contains only CRM records that were synced with Business Central.( Created in CRM from Business Central Customer records)
The CRM Account records are created in Business Central with Common Data Service Connection Setup. The new Business Central Customer are created after the synchronization and I would connect to CRM account that are similarly created after synchronization.
Related
Let's assume below scenario.
There can be multiple tenants. Each tenant offers different services based on their business to clients. Depending on the size of the client, they may have their own database as well (ex:- Large clients prefer their data to be isolated).
Arranging tenants to fulfill above scenario is possible with the AspNetBoilerplate out of the box.
Then comes the customers who consumes various services provided by multiple businesses (tenants). There is a single mobile app for these customers. Once they login, they should be able to get services from any tenant unless a tenant has blocked a user.
Note that the point here is these customers are NOT registering for each tenant separately.
What are my options to get this setup done properly using AspNetBoilerplate? My initial thoughts are;
1) Have a separate table - MyCustomers - All mobile users will get authenticated against this table. For this should i create a separate auth pipeline ?
2) Current AspNetBoilerplate demo; you choose the tenant and login. But in my case; they log in and they will choose a service provider (tenant). At this point;
Should I create a new user automatically IF the selected tenant is in a different database (For large businesses having their own database)?
If the selected service provider is a small customer, who are in the same database differentiated with a TenantId I will have to additionally have a --> (many) relationship maintained so when a new service is selected a new record goes to this table?
At the end of the day, MyCustomers will only be using a single mobile app to get any service from any business after they login. Once they login, they should have access to all tenants (unless they are blocked).
Is there a better way to do this using AspNetBoilerplate existing architecture?
Need help with deleting a user out of 15 different instances of MS CRM Dynamics. Is there a faster way of doing this rather than deleting the person out one instance at a time?
Whether it is crm onpremise or online, deleting systemuser is not possible (atleast by supported way) & not recommended to do in unsupported way (like SQL Delete in onpremise).
You can remove all the security roles & teams she/he is part of (take care of all WF, records they own)
Only you can disable by doing so in onpremise or by revoking license in O365 portal to replicate in crmol
If the AD account is removed/disabled it should replicate in Dynamics
No way to do in bulk across organizations anyway
Edit:
Based on comments, C# Console application can be developed, to iterate through multiple CRM connection strings & issue a sdk Service call to target system user record in each instance.
D365 online - copying connection roles, which are present on lead record to contact and account when user qualifies the lead? Is there a no code solution for this?
CRM internally using inbuilt plugin to create connections on qualify lead flow. That means CRM itself uses code to create Connections using connection Roles.
So there is no no-code solution possible to cascade the connection between entities unless some managed solution does it in market.
Reference: Blog link
when you qualify the Lead, a new Contact and a new Opportunity is created and also connections between these new records are created. The new connection records use a stakeholder role.
Reference: Blog link
The plugin in question is responsible for, after the contact has be created by the lead qualification, creating a connection between the opportunity and the contact with the role of stake holder.
the plugin has the guid of the role hard coded into it. Even more fortunate is that this guid is standard across all Dynamics CRM deployments.
I'm trying to set up our software development company on Dynamics CRM 2016. I've customized almost everything I need such as accounts, leads and processes. However, It still feels that the CRM is designed for company with tangible products and shipping, etc...
Is there a way to setup Dynamics CRM for professional service company rather than product company?
This is not correct.
You can perform many actions that a professional service provider business model contains. For example, you can create and/or schedule:
Phone calls
Tasks
Appointments
Emails
You can also use marketing module for your services. Campaigns and quick campaigns.
You can gather leads, work upon those unqualified leads and convert them to opportunities.
You can also record invoices for your services as your products.
And so on ...
And the best part is that Microsoft has provided so many customization and development options in Dynamics CRM that you can almost use the XRM platform to just manage any type of relationship management. So, you can customize or even add new entities and relationships to suite your particular business needs.
One thing to keep in mind: First, always try to map your business requirements on the existing CRM processes so that you can take advantage of the out-of-the-box provided processes and reporting.
Update
The deployment/set up procedure for Dynamics CRM is same for all business domain. However, you may customize and extend Dynamics CRM, put those extensions and customizations in one or more solutions and then import those solutions over the target instances.
Update
You may override product price on quote (for example) by double clicking the product grid record on the quote form. See below image:
We are using MS CRM 4.0 Standard Edition On premise.
We have CRM users Internal Staff & External Staff. For Internal Staff we use CAL license.
The question is that we have unlimited External Staff User and we need to give Access for our On Premise CRM on Static IP.
We are thinking to use External Connector for the same. But going through MS Definition for the same
"The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend CRM to their external users such as customers, partners and suppliers through any application/graphical user interface (GUI), other than Microsoft Dynamics CRM clients, on a per server basis. External Users means users who are not either you or your affiliates’ employees, or your affiliates’ contractors or agents."
Here, Other Than MS Dynamics CRM Clients means - External Users can't Access CRM Client as Internal Users.
Please guide on the same
Thanks
The distinction between "internal" and "external" users is not a question of where people work. Each distinct CRM user (meaning each user that exists in your systemuser table) counts against your "internal" user licenses, no matter how they connect to your CRM.
The purpose of the External Connector is to allow other applications to interact with CRM data; applications that are not being used by your own staff. Examples of this would be web shops or customer portals that could do things like updating contact/account data in your CRM upon customer actions in those applications.