From the Microsoft Dynamics CRM Blogs: Faster CRM; New Email Tracking; Why Use Articles; Sitemap Issues

July 17 2015

A selection of the latest insight from the Dynamics CRM blogs:

  • Making Dynamics CRM Faster;
  • Track Incoming Email from Anywhere with the New CRM App for Outlook;
  • How to Use Articles in Microsoft Dynamics CRM (& Why You Should Use Them);
  • Sitemap Impact with Solution Import on Different Dynamics CRM Versions

Making Dynamics CRM Faster

On Koen's Dynamics CRM Blog, Koen van de Vyver, a Microsoft Dynamics CRM consultant currently working for ESC in Belgium, said that although Microsoft has been making Dynamics CRM 2015 faster in several ways and in both deployment options, you might not understand how it's done.

So to help you understand, he discusses the online and on-premises deployment options and gives you a tip to help you improve the speed for an upgraded CRM 2015 on premises deployment.

If you feel the need for speed, you can read the rest of the post here.

Track Incoming Email from Anywhere with the New CRM App for Outlook:

On the Microsoft Dynamics CRM Team blog, content developer Bryce Holmes said there's a new way for you to copy incoming email activities from the Outlook Web App to Microsoft Dynamics CRM. Holmes said you can do it if you're using CRM Online and you've installed CRM Online 2015 Update 1, you can use the new CRM App for Outlook to do it.

"CRM App for Outlook is a lightweight app for Office that you can use together with Outlook Web App (included with Office 365) or Outlook 2013 (desktop app). When the app is installed, CRM data appears in context with your Outlook messages."

With Dynamics CRM App for Outlook, you can leverage CRM while you're working in the familiar Outlook environment, according to the Holmes

One thing you can do is preview information about contacts and leads that are stored in Dynamics CRM. For instance, you can find a company name or a phone number for a contact or lead. You can also preview the last and next activities for that contact or lead, or see other related records.

You can find out what else the app lets you do here.

How to Use Articles in Microsoft Dynamics CRM (& Why You Should Use Them): On the CRMCat blog, Sarah, a CRM developer, explained that articles are standard entities in Dynamics CRM and they're not new features. She said they've been around since version 4.0 and they've been gradually improving.

"For the purpose of this post, I'm going to be using the Article functionality which is in the latest version of CRM which is CRM 2015 Update 1. This update has not given articles specifically any new features and just to clarify, we are not discussing the parature integration which utilizes articles in a certain form."

In the post, Sarah talks about the standard features that come out of the box with Dynamics CRM 2015. how to set up and use articles, what you can use them for and how they can help you in more than one area of the system.

You can read about them here.

Sitemap Impact with Solution Import on Different Dynamics CRM Versions

On the Nalashaa blog, Madhavi Krishnayya, a Nalashaa Dynamics CRM developer, explained that a CRM vertical solutions that can be deployed on different CRM versions may use a common sitemap. In these cases, importing it on different CRM versions will result in some loss of links and, therefore, errors.

Krishnayya said when an unmanaged solution from CRM 2013 that has sitemap customizations is imported to CRM 2015 a few links disappear.

"We all know that any solution that is exported from the newer version of CRM cannot be imported to an older version of CRM. Same way, a solution exported from CRM 2011 cannot be imported directly to a CRM 2015 environment. If you are creating a vertical solution that supports different CRM versions, then you have to maintain two solution builds, one exported from CRM 2011 (supports both CRM2011 & CRM 2013) and the other exported from CRM 2015."

Typically, you export an unmanaged solution from CRM 2011 and import it into CRM 2013 to simplify the migration process and ensure that it's error-free, Krishnayya said. Another unmanaged solution from CRM 2013 will be exported that can be imported to CRM 2015. And as final builds, you'll export managed solutions from both CRM 2011 and CRM 2015. Usually if you follow those steps, the system operates fine after the import.

You can find out then the problem occurs here.

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

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