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"Microsoft Dynamics CRM, BizTalk and SSRS - Kamal Hitari's technical blog" - 5 new articles

  1. HostedLive - Dynamics CRM 4.0 Hosted Solution
  2. Update Rollup 3 for Microsoft Dynamics CRM 3.0
  3. Retrieve Team details from a User Id in CRM 3.0
  4. Microsoft Dynamics Sure Step Methodology for CRM Training Event
  5. ISV config in CRM 4.0 and adding toolbar buttons and menus
  6. More Recent Articles
  7. Search Microsoft Dynamics CRM, BizTalk and SSRS - Kamal Hitari's technical blog

HostedLive - Dynamics CRM 4.0 Hosted Solution

HostedLive has arrived!

Cowes, IOW, 21st January 2008, 2B.net Limited, a Microsoft Gold Certified Partner launched HostedLive; one of the first solutions to embrace the hosted Capability of Microsoft Dynamics CRM 4.0.





Having the ability to host Microsoft Dynamics CRM offers flexibility and cost effective solutions to customers; all the benefits and flexibility of Microsoft Dynamics CRM accessible remotely providing more versatile working conditions whilst cutting down on the expense and time which can be required to run an in-house system.

Alistair Dickinson, Founder and Technical Director of 2B.net comments, “Microsoft Dynamics CRM is an ultimately customisable tool and its benefits are now available in full on the hosted platform. All the usual company data and workflow will be mapped on HostedLive so the customer loses nothing – just has the ability to access the data from anywhere without the hassle of setting up an on-premise system. Many companies also find this model more economical.

Key Benefits Include:

- Cost effective solution
- Regular monthly fee, no up front licence costs
- Full integration and configuration undertaken by 2B.net
- Full ability to utilise all the power and adaptability of Microsoft Dynamics CRM
- Secure data storage
- Full and constant back up of your data
- Access to your data from anywhere in the world.
- Free licence upgrades


HostedLive is run and operated by 2B .net working in partnership with a major SPLA Licensing Partner Softcat and a major hosted service provider Rackspace to offer the benefits of Microsoft Dynamics CRM on a secure, robust hosted platform. 2B.net has chosen the market leaders in hosted connectivity and licensing security as partners to ensure that the quality and security of HostedLive is paramount

David Brown, Partner Manager at Microsoft commented, “This is exactly the kind of initiative we want our Partners to embrace now that Version 4 of Dynamics CRM has the option to be hosted. It opens up Microsoft Dynamics CRM to a range of different customers and 2B.net is ahead of the game in realising this.

2B.net has been working with Microsoft Dynamics for the past four years and has a team of expert consultants to ensure that the solution is configured to customers’ exact requirements.

Alistair adds, “The beauty of Microsoft CRM V4, apart from being a functionality rich solution, is that the product is now totally adaptable to a hosted platform so 2B.net is pleased to be able to offer HostedLive as a fully fledged, secure and stable hosted solution.

Contact Us

0845 46 35 783
OR
0845 46 35 SUE
suen@hostedlive.eu
http://www.hostedlive.eu/

HostedLive: Your customers, your business, your way.

For information on 2B.net Limited go to http://www.2bconsulting.net/

Information on 2B.net Limited

2B.net Limited was founded in the Isle of Wight in 2002 by Alistair Dickinson to meet the needs of a growing CRM product market seeking experienced systems integrators. The company delivers technical solutions to meet the business needs of the real world to both public and private sector organisations. In 2005 2B.net became a Microsoft Certified partner and soon after in 2006 became a Microsoft Gold Certified Partner. The company continues to grow in size and reputation through delivery of exceptional solutions. For more information please contact Sue Norreys at suen@2bconsulting.net


Update Rollup 3 for Microsoft Dynamics CRM 3.0

Update Rollup 3 for Microsoft Dynamics CRM 3.0 has just been released and available at the following address:





Update Rollup 3 for Microsoft Dynamics CRM 3.0 (KB 935364)

For Questions & Answers, Updates and Knowledge base articles, check out the following post on MSDN blog:
Microsoft Dynamics CRM Team Blog : Update Rollup 3 for Microsoft Dynamics CRM 3.0


Retrieve Team details from a User Id in CRM 3.0

In CRM 3.0, I needed to get some of the team information of a specified user which I could not find any sample code on how to do this but with the help of the SDK, I wrote this little method to retrieve the team id or list of teams ids that a specified user belongs to. The code is written in C#.





The code makes a call to the web service and retrieves the teamid using the Request and Retrieve classes RetrieveTeamsSystemUserRequest & RetrieveTeamsSystemUserResponse on the team entity.

The user performing this action from within CRM must have access rights on the team entity instance and thats why I used the best practice impersonation technique.

In this case, I’m only retrieving the teamid attribute value (Guid) but you can easily extend it to retrieve any of the following team attributes by creating a ColumnSet and set the attributes to retrieve for this or each team:

businessunitid Specifies the ID of the business unit with which the team is associated.
createdby Specifies the ID of the user who created the team.
createdon Specifies the date and time when the team was created.
description Contains the description of the team.
emailaddress Specifies the e-mail address for the team.
importsequencenumber
modifiedby Specifies the ID of the user who last modified the team.
modifiedon Specifies the date and time when the team was last modified.
name Specifies the name of the team.
organizationid Specifies the ID of the organization associated with the team.
teamid Specifies the ID for the team.

The EntityId is basically the SystemUserId performing this action.

I then passed an instance of the RetrieveTeamsSystemUserRequest class as the request parameter in the web service Execute method.

Finally, extracting the Guid from the returned instance of the response class (RetrieveTeamsSystemUserResponse) after casting it to the team entity.


private Guid GetTeamId(Guid userId)

{

Guid teamid = Guid.Empty;

try

{

CrmService service = new CrmService();

service.Credentials = System.Net.CredentialCache.DefaultCredentials;

// impersonate the user who performed the action

service.CallerIdValue = new CallerId();

service.CallerIdValue.CallerGuid = userId;

// Retrieves the team id of which the specified user is a member

RetrieveTeamsSystemUserRequest retrieveTeam = new RetrieveTeamsSystemUserRequest();

ColumnSet tcs = new ColumnSet();

tcs.Attributes = new String[] {"teamid"};

retrieveTeam.EntityId = userId;

retrieveTeam.ColumnSet = tcs;

//Get the teams details of which the specified user is a member

RetrieveTeamsSystemUserResponse responseTeam = (RetrieveTeamsSystemUserResponse)service.Execute(retrieveTeam);

teamid = ((team)((responseTeam.BusinessEntityCollection.BusinessEntities.GetValue(0)))).teamid.Value;

}

catch(Exception ex)

{

// TODO: Log errors

}

return teamid;

}


Microsoft Dynamics Sure Step Methodology for CRM Training Event

I just thought I’d let you all know that there is a training event at Microsoft in Reading on Microsoft Dynamics Sure Step Methodology for CRM on Friday14th March 2008.

This is a one-day course to provide you with the knowledge and skills to use Sure Step to successfully implement Microsoft CRM solutions.

According to Microsoft, this methodology is designed to enable rapid and reliable implementation, optimization, and upgrade of all Microsoft Dynamics solutions and can help organisation to:

- Reduce implementation risk through a predictable implementation roadmap.

- Work more easily through complex or multi-site implementation projects by leveraging the same tools and approach as other partners and Microsoft consultants.

- Keep projects on track and within budget by enabling you to create reliable estimates for budgeting and resource allocation.

- Facilitate better teamwork and increased collaboration.

- Increase customer satisfaction.

- Win additional deals!

The objectives of this event from the partner’s website:

- Sure Step: Proven, Powerful Implementation Methodology and Tools

- Sure Step is an all-new suite of field-tested tools, implementation guidance, and services to help your organization complete Microsoft Dynamics implementations on time and on budget, reduce business risks, and satisfy customer expectations.

- The new instructor-led course, using the Microsoft Dynamics Sure Step Methodology to Implement Microsoft Dynamics, will focus on the implementation methodology model that provides the foundation of the Sure Step Methodology, and will demonstrate how to effectively use the Sure Step Methodology in small, medium, and enterprise-level implementation projects.

- The course will provide guidelines and best practices for using the Sure Step Methodology to help prepare you for and successfully execute a Microsoft Dynamics implementation project. The course will help accelerate your understanding and effectiveness in using the Sure Step Methodology.

The agenda of this event:

- Understand the implementation model that supports the Sure Step Methodology.

- Understand the structure, organization, and components of the Sure Step Methodology.

- Use the Sure Step Methodology confidently.

- Use the project management strategies and tools in the Sure Step Methodology to successfully manage an engagement during all phases of an implementation.

- Customize the Sure Step Methodology to incorporate your organization’s own best practices, templates, and tools.


It sounds like an interesting event which unfortunately I would not be able to attend this time. It should also be noted that these events are available only for partners.

To attend this event, you would need to register as usual at the Dynamics Partner Training site: http://www.microsoft.com/uk/partner/dynamicstraining/?id=crm

There is also another one on 25th April if you could not get a booking for this one.

Also, you can download the audio partner cast: Microsoft Dynamics Sure Step Methodology published last year: http://www.microsoft.com/downloads/details.aspx?FamilyID=37B01879-6AA7-4875-BBA0-35015B6FFA79&displaylang=en

If you are attending this event, then please give us your thoughts on the event and the use of this methodology in CRM.





Have fun ;o)


ISV config in CRM 4.0 and adding toolbar buttons and menus

I have seen quite a few posts in the forum regarding the ISV config and creating custom toolbars, buttons, menu etc in CRM 4.0.

This is the same in CRM 3.0, the only difference is that the isv.config is available from within the client: Customization --> Export Customizations --> isv.config (export)
and when modified import it back: Customization --> Import Customizations

And to edit the isv.config xml file and validate it to ensure it is all fine use xml notepad, and the following post gives more details Validating CRM 4.0 Customizations Files

And to enable it for display in Outlook, Outlook Offline and/or Web Application:
Administration --> System Settings --> Customization --> Custom menus and toolbars

For more detailed step by step instruction, the following article is very helpful: CRM 4.0 and ISV.config modifications

Hope this helps someone...


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