Sorry for the delay in Day 2 and 3 takeaways, I
determined sleep was slightly more important. So let’s get caught back up.
BPM and Process Automation in CRM 2013 – Gus Gonzalez
Always keep in mind the following: (Admin rule #1) keep
it simple and (Admin rule #2) check if something already exists before creating
a new one.
Sales teams that adopt a sales process experience a 35%
higher win rate than those with a random process.
Think about bottlenecks in your current process to find
ways to automate.
Business Process
Flows
Microsoft has provided Business Processes for download
that you can use as a starting point (Settings -> Data Management -> Add
Ready to Use Business Processes).
Required fields in the Business Process are only required
to pass that stage. If they are passed that stage when the change is made, the
field will not be required unless they go back.
2011 BPFs do not upgrade to 2013. In2013, you can only
move to child records and then back to the parent as the last stage (closed
loop).
There are many enhancements in 2015 including Conditional
Branching.
Real-Time Workflows
You can leverage the “Run as” option to run as either the
owner of the workflow or the user that caused the workflow to fire. Keep in
mind that they will need to have access to do what the workflow is doing.
If the workflow is stopped as canceled you can return a
message to the user.
Best Practice: always start workflows with a check
condition.
Business Rules
Limited to one entity (cannot search parent records like
in workflows).
Benefit over JavaScript is that the dependencies are
automatically tracked.
If an error is returned it is displayed in a small bar,
Real Time Workflows display a large pop-up error.
Actions
Actions are like workflows but called from code.
Easy to administer, allow changes without a developer.
Can be created to be used on multiple entities.
Bonus: for Duplicate Detection check out Jason Lattimer’s
tool that will prevent duplicates from being created.
Partner Showcase: FastPath – Security, Audit and
Compliance – Andy Snook, Nate Boettcher
FastPath provides a variety of tools to check who is
editing or even just viewing data. They also have tools to help standardize and
automatically assign security roles and teams.
They handle the auditing using SQL triggers on tables and
add this to a custom table on the CRM server which is moved to their database
overnight.
CRM 2013 Email Architecture – Gustaf Westerlund
If you have questions about your sync options check out
this whole presentation for the pros and cons of each method.
Server Side Sync – [Incoming Email] cannot do “Set
Regarding” so Outlook Client is still required; uses exchange web services;
part of Async service; probably future investment. [Appointment/Contact/Task]
filters are hard to set, some scenarios not supported, still a new technology
and tracing could be better.
Custom/3rd party program – keep in mind this
will need to keep up with Microsoft Development
Note – beware of blacklisting. This can be a problem if
you are sending large volumes of emails from your personal Outlook or the CRM
server.
Outlook Client Troubleshooting – Derek Braun, Jon
Bimbaum
When tracing the Outlook client the following types of
traces can be generated: (1) OUTLOOK-CLIENT (Outlook Nav, Manual Tracking), (2)
WebFormsHost-bin (web forms in Outlook), (3) crm-addin (Background synchronization),
(4) ETL Tracking (event tracing) and (5) Configuration Wizard (more details
than config log file).
If duplicate items are being created check the crmid
(text) and crmlinkstate (number) in Outlook.
If an issue with Appointment/Contact/Task – check the
SubscriptionSyncIssue table using the Outlook sync subscription ID.
If an email appears tracked but is not in CRM, use the “View
in CRM” button to determine if it has been deleted.
Tools you will need: Fiddler, Debug Diagnostics
(automated crash/hang analytics), Diagnostics Tracing, Notepadd++
Resources you can use for the Spring ’14 Release –
Jackie Smith, Jim Daly
Review the blog: Looking
for help in the CRM Product Family
All help for CRM 2013 and beyond can be found at www.CRMCustomerCenter.com
On Tech Net pages there is an “Other Versions” selector
near the top of the page if you want to see the page for a different version.
Through the customer center you can download training and
adoption kits. These are customizable presentations, quick videos, etc.
For developers, all resources are linked to the
CRMDeveloperCenter.com
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