Friday, January 9, 2015

CRM 2015 provisioning for a loooong time

If you experience unacceptable long duration for provisioning of new instances on demobuilder, or if you are logged in to the instance in CRM Online before you have received any messages from Demobuilder and you are only able to see Services and Settings areas, please follow this procedure:
  1. Follow the wizard from demobuilder.cloudapp.net for any demo template you wish to deploy
  2. Monitor the provisioning from history pae in demobuilder
  3. If status is "Provisioning CRM" or similar message for more than 4 hours
    1. log in to portal.offices.com logged ind with the prefix for the organization you are deploying, admin@YOURORG.onmicrosoft.com
    2. in same browser session, enter this url in the address bar: https://port.crm.dynamics.com/G/Setup/Index.aspx
    3. select the settings for you new deployment
    4. monitor the status of your demo history and when status is "Finished" your instance is available wth all the correct settings
Then you should be good to go........


Thursday, December 4, 2014

Customer Care, Configuration, Pricing and Quotation taken to the next level

With the new release of Microsoft Dynamics CMR 2015, Customer Care is taken to the Next level.
 
You have propably read the Whats New sheet provided from Microsoft.
One of the capabilities with this new release is Product Configuration.
MSD CRM partners and Companies using MSD CRM as THE customer relationship management solution, have in the past found that it lacked on features for product configuration, pricing and quotation.
 
Now this is far more advanced in this major release.
Not only do you have product families and hierarchically connected product structures and dependencies. You also have the ability to enter attributes on the product when Building up your quotations.
This is a strong feature that connects directly into the contract management, SLA and entitlement features in MSD CRM.
 
Trying it out is very simple:
- Log in (Create an account in a simple step to gain access)
- Deploy a new instance of any kind (If you choose to deploy the empty one, remember to install the demo data in case you want to see how the O365 product from Microsoft is build up)
- Create a quotation on any entity you feel like, but make sure the selected pricelist is set to a pricelist that actually contains pricelist items
- Observe the feature of entering additional parameter information on the quotation lines and make sure you dive into the products to explore the advanced capabilities for product configuration
 
The new capabilities puts MSD CRM in a very strong position when compeeting with other so called CRM applications and services. Hopefully Gartner, Forester and other will discover this in the nearest assesment they will be doing.
 
Enjoy life - Enjoy Microsoft!