MS Dynamics and Power Platform Blog

Microsoft Dynamics 365 CE has incorporated various machine learning and artificial Intelligence features. this article provides overview of features  currently available in Dynamics 365 CE. Customer Insights: Microsoft has provided two products – Dynamics 365 Customer Insights – data and Dynamics 365 Customer Insights- Journeys. Customer Information can be analysed from different sources. 1)       Unified Customer 360 degree view:   Aggregate customer data from multiple sources to create comprehensive customer profile. Profile includes interaction history, preferences and more. 2)       AI-Powered Analytics: It can identify patterns, trends, and correlations within the customer data, enabling organizations to understand customer behaviour, predict future actions, and segment customers. 3)       Segmentation and targeting: Dynamics customer segments can be created based on criteria such as interest...

Power Virtual Agents Chat PVA (Power Virtual Agents) chat in Dynamics 365 CRM refers to the integration of Microsoft's Power Virtual Agents platform with Dynamics 365 Customer Relationship Management (CRM) system. Power Virtual Agents is a chatbot development platform that allows businesses to create and deploy AI-powered virtual agents or chatbots without extensive coding knowledge. When integrated with Dynamics 365 CRM, PVA chat enables businesses to provide self-service options and automated assistance to their customers directly within the CRM environment. It allows organizations to leverage chatbot capabilities to handle common customer inquiries, provide quick responses, and guide customers through predefined processes or workflows. Key features and benefits of PVA chat in Dynamics 365 CRM: Self-Service and Automation: PVA chatbots can handle routine customer inquiries and provide automated assistance. This reduces the need for human intervention, improves response times...

    Sometimes we try to find reason of not finding users in User list of Unified Routing Users need to be configured as Agents to be listed as Users in Unified Routing.   Following need to be done: 1, In Users configuration, entry for bookable resource need to be added 2.     User need to be given security role of Customer Service Representative. 3. After above steps, user record should be available in Users list of Unified routing

Microsoft Dynamics CRM Server roles Recently I faced a situation where CRM was integrated with different other applications through Biztalk Server. Biztalk server made a lot of Server calls through connector. At peak hours, thousands of Biztalk instances were calling the CRM Services. That point of time, there was drastic impact on performance of CRM for end users. This type of situations can be avoided if proper planning is done during starting phase of implementation. CRM server roles were introduced with 4.0. The following table lists the various server roles that are available with Dynamics CRM 4.0.  The table also lists the Role Name used in the installation XML configuration file to choose the indicated role: Role Config Role Name Description SRS Data Connector SrsDataConnector Run reports. SQL Server SqlServer Installs the components required on the SQL Server where the Microsoft Dynamics CRM databases are maintained. Application Server ...

Recently I faced a problem, when I was not able to publish the entity. There were no missing fields or missing relationships. After a long troubleshooting, I found that it is happening due to currupt FormXML in OrganizationUI table for the entity. FormXML is stored in this table for entities. I had a problem with quote entity. I found out that there two entries for quote entity. It seems that one is for form opened for customization and the other for normal record rendering. there was problem with formXML for customized form. I interchanged the flag for isCustomization of these two entries. After that, entity got published successfully. It seems entry for normal record rendering was not corrupt. So when it became formXML for customized form, it got published successfully. Please note that this is totally unsupported way. You should take all necessary backups if you want to do this.

Update Rollup 13 for MS CRM 4.0 is now available. Download at: http://www.microsoft.com/downloads/details.aspx?FamilyID=406e6247-873b-4db0-8a25-3f041b066844 Read more about RU 13 at : http://support.microsoft.com/kb/2267499