Tonight I had a momentary attack of terror. I logged into our production CRM Online organization and was presented with a message Organization ‘CRM Innovation’ Status : Pending. Quickly I went to the Office 365 portal – portal.office.com to see if service was degraded or what. As the portal page was loading I remembered that our own organization was getting upgraded from CRM 2013 to CRM 2015 tonight. We had prepped the site earlier this week for the upgrade by fixing some ISV Managed solutions that we use. But it has been one of those weeks and it completely fell off my conscious I guess.

In any event all is under control and I will take a look at it in the morning. Sure am glad we aren’t using the On Premise version any longer – all the upgrade hassles and responsibilities are on the MS CRM Online Team. They have it figured out and life is good.

Notification Organization Status Pending

Notification Organization Status Pending

Instance is Inactive and Unavailable

Instance is Inactive and Unavailable

This morning we awoke to a very pleasant surprise when we spun up a new CRM Online 30 day trial. The General Availability of the CRM 2015 Spring Release was out in the real world. This was likely done to coincide with the start of the Microsoft Ignite event.

How do you know if you have it?

1. Go to About and you then should see version .1.0.1071 with this Window.

CRM Online 2015 Database 7.1.0.1071

CRM Online 2015 Database 7.1.0.1071

 

 

 

 

2. Or right in your face the new Welcome screen touting the new navigation system.

CRM Online 2015 Navigation System

CRM Online 2015 Navigation System

As you may be aware, Chrome has removed support for Modal dialogue with 37 & above.  Currently, a registry workaround is in place that will allow applications that use Modal dialogue to continue to function.  This workaround will expire by end of April 2015.  See below for more details.

http://blog.chromium.org/2014/07/disabling-showmodaldialog.html 

Dynamics CRM currently utilizes this Modal dialogue functionality.  In order for customers, who are using Chrome browser, to continue to function, they need to upgrade to the below upcoming CRM versions:

  •                 CRM 2011 – A COD will be delivered on CRM 2011 UR18(On prem Only)
  •                 CRM 2013 – A COD will be delivered in CRM 2013 UR3(On prem Only)
  •                 CRM 2013 SP1 – Fix will be included in CRM 2013 SP1 UR3(Online & On Prem)
  •                 CRM 2015 – Fix will be included in CRM 2015 UR1(Online & On Prem)

These COD’s  (Critical On Demand Fix) and releases are planned to be released next month (April-2015).

The COD will be a fix on top of the latest UR for CRM 2011 and CRM 2013 and as part of the latest UR for CRM 2013 SP1 and CRM 2015.

Microsoft Imagine Cup

 

 

For the second year I was a judge in the Imagine Cup, sponsored by Microsoft – an international student technology competition.

The purpose of the Imagine Cup is to invite all eligible students to user their imagination and passion to create a technology solution.

The Innovation Competition is looking for the next big thing. It is global contest for the most original student applications where the winning team will take home $5,000. The objective was to create a Create a desktop or tablet application using Windows, or a mobile app using Windows Phone, or a browser app using Windows Azure

This year I reviewed the submissions from 8 teams from across the world. All of them were mobile applications. In particular I found two of the very intriguing. I can’t share any of the ideas with you today but hopefully in one of them wins the competition and I can blog about it later.

As a judge I was responsible for grading the concept submissions in four major categories:

  • Hero Scenario – User Flow
  • Information Architecture
  • Wireframes
  • Visual Target

The Imagine Cup Innovation Competition while simple on the surface – create an application – it is never the less a very challenging contest. There are however, other challenges that a student team can participate in along the Innovation path. Each of these other challenges are designed to allow participants to hone their concept, polish the final product and guide the student with the steps to follow to bring the next great idea to market.

It seems like the release of CRM 2015 as sparked a fire for a lot of companies using CRM 2011. There are many differences between the CRM 2011 and CRM 2015 feature set, hundreds of new features were added for CRM 2013 and hundreds more for 2015. However, there has also been changes in long standing features on how it operated from both a user standpoint and data record perspective.

One big change is in how the Lead Convert process works. In part of the process to reduce the windowing effect of using the product to make it simpler and tablet friendly, the entire Lead convert process has changed.

Take a look at the different scenarios for both 2011 and 2015 below to get a peek on how you may need to incorporate this as a to-do list item in your upgrade process to 2015.

CRM 2011 Qualify Lead

CRM 2011 Lead Qualify

CRM 2011 Lead Qualify

When you qualify a Lead in the current 2011 CRM a pop up appears and you are given a choice to convert the Lead into an Account, Contact and/or Opportunity.
1. If you choose just an Account to be created:
a. an Account is created from the info on the Lead.

2. If you choose just a Contact to be created:
a. a Contact is created from the info on the Lead.

3. If you choose for just an Opportunity to be created:
a. you must use the Potential Customer lookup to choose an existing Account/Contact
b. An Opportunity is created with the chosen existing Account/Contact in the Account lookup field on the Opportunity.

4. If you choose to create an Account and Contact:
a. An Account is created with the created Contact in the Primary Contact lookup
b. A Contact is created with the created Account in the Account Name lookup

5. If you choose to create an Account and Opportunity
a. An Account is created from info on the Lead
b. An Opportunity is created with the created Account in the Account lookup

6. If you choose to create a Contact and Opportunity
a. A Contact is created from info on the Lead
b. An Opportunity is created with the created Contact in the Account lookup

7. If you choose to create an Account, Contact and Opportunity
a. An Account is created with the created Contact in the Primary Contact lookup
b. A Contact is created with the created Account in the Account Name lookup
c. An Opportunity is created with the created Account in the Account lookup

8. Currently there is no way to have the Lead Qualify create a new Contact and Opportunity but be able to choose an existing Account to tie the Contact to and use as the Account on the OpportunitY

CRM 2015 Qualify Lead

CRM 2015 Lead Qualify

CRM 2015 Lead Qualify

1. When you qualify a Lead that has a First/Last Name and Company Name filled out a Contact, Account and Opportunity are created.

a. The Contact has the Account in the Company Name lookup field
b. The Account has the Contact in the Primary Contact lookup field
c. The Opportunity has

i. The Account in the Account lookup
ii. The Contact in the Contact lookup
iii. The Account in the Potential Customer lookup

2. When you qualify a lead that has a First/Last Name but NO Company Name filled out a Contact and Opportunity are created.

a. The Opportunity has

i. The Contact in the Contact lookup
ii. The Contact in the Potential Customer lookup

3. If you qualify a lead where the First/Last Name or Email matches a Contact already in the system a pop-up will appear with a duplicate warning and will allow you to lookup to an existing Contact instead of creating a new one. An Opportunity will then be created as per #2 above.

4. If you qualify a lead where the Company Name matches an Account already in the system a pop-up will appear with a duplicate warning and will allow you to lookup to an existing Account instead of creating a new one. A Contact & Opportunity will then be created as per #1 above.

Got legacy code? You can’t sweep it under the rug anymore. It’s a blocker to upgrading. You will need the Custom Code tool created by the CRM team to root these issues out.

Learn more here http://blogs.msdn.com/b/crm/archive/2013/08/23/check-your-javascript-code-to-prepare-for-your-upgrade.aspx

Download the tool here http://www.microsoft.com/en-us/download/details.aspx?id=30151

Legacy Code won't work in CRM 2015

Legacy Code won’t work in CRM 2015

Thinking about doing an in place upgrade from CRM 2013 to CRM 2015?

If so it isn’t just a matter of running the SetupServer.exe file. That is even assuming that your underlying infrastructure supports CRM 2015.

One notification that you run into immediately is the pre-requisite to uninstall the CRM Connector for SQL Reporting Services. In this case we were updating an all in one server environment in our developer area.

SQL Server Reporting Services Connector Uninstall Warning

SQL Server Reporting Services Connector Uninstall Warning