https://alexanderdevelopment.net/tag/crm-2015/Recent content in crm-2015 on Alexander DevelopmentHugo -- gohugo.ioen-usTue, 01 Dec 2015 03:08:34 +0000https://alexanderdevelopment.net/post/2015/12/01/using-azure-machine-learning-predictive-data-models-in-dynamics-crm/Tue, 01 Dec 2015 03:08:34 +0000https://alexanderdevelopment.net/post/2015/12/01/using-azure-machine-learning-predictive-data-models-in-dynamics-crm/Earlier this year I wrote a post that showed how to perform sentiment analysis in Dynamics CRM using Microsoft Azure Text Analytics. Azure Text Analytics makes it incredibly easy to use sentiment analysis (with English text only), but the full Azure Machine Learning offering is much more powerful. In today’s post I will show how to create a custom predictive web service in Azure ML and make predictions with it in Dynamics CRM.https://alexanderdevelopment.net/post/2015/11/02/ssis-package-for-moving-access-team-templates-with-kingswaysoft/Mon, 02 Nov 2015 03:13:14 +0000https://alexanderdevelopment.net/post/2015/11/02/ssis-package-for-moving-access-team-templates-with-kingswaysoft/Last year Ben Hosking said there was no way to move access teams between Dynamics CRM organizations, so I created a tool to do that. Last month Tanguy Touzard said I should turn my console application into an XrmToolBox plugin, so I did. Soon after that Daniel Cai said I should make something with the KingswaySoft SSIS Integration Toolkit, so I’ve now written a version of my access team template mover as an SSIS package.https://alexanderdevelopment.net/post/2015/10/20/xrmtoolbox-plugin-for-moving-access-team-templates/Tue, 20 Oct 2015 22:04:35 +0000https://alexanderdevelopment.net/post/2015/10/20/xrmtoolbox-plugin-for-moving-access-team-templates/Late last year I created a console application for moving access team templates between Dynamics CRM organizations, and I described it in this blog post. Following up on that, I’ve created an XrmToolBox plugin to make it even easier to move access team templates (with GUIDs) between CRM organizations. I’ve also added functionality to automatically enable access teams on the relevant entities in the target organization if desired.https://alexanderdevelopment.net/post/2015/10/12/sentiment-analysis-in-dynamics-crm-using-azure-text-analytics/Mon, 12 Oct 2015 22:36:23 +0000https://alexanderdevelopment.net/post/2015/10/12/sentiment-analysis-in-dynamics-crm-using-azure-text-analytics/Last year I created a proof-of-concept solution that showed how to integrate Dynamics CRM with HP Haven OnDemand (then called HP IDOL OnDemand) to perform sentiment analysis and index records to support “find similar” queries. While I was working through the AzureCon challenge a few weeks ago, I thought it would be an interesting exercise to update my sentiment analysis code to work with the Text Analytics offering from the Microsoft Azure Marketplace.https://alexanderdevelopment.net/post/2015/10/08/get-next-case-functionality-for-crm-unified-service-desk/Thu, 08 Oct 2015 02:41:36 +0000https://alexanderdevelopment.net/post/2015/10/08/get-next-case-functionality-for-crm-unified-service-desk/Last week I shared an approach for implementing next case functionality for Dynamics CRM so that users can get the “next” case to work from a queue just by clicking a button. In today’s post I will show an easy way to add the same functionality to Unified Service Desk (USD), but as an added bonus the case will also open in a new session tab.https://alexanderdevelopment.net/post/2015/10/02/get-next-case-functionality-for-dynamics-crm/Fri, 02 Oct 2015 02:13:00 +0000https://alexanderdevelopment.net/post/2015/10/02/get-next-case-functionality-for-dynamics-crm/Dynamics CRM offers sophisticated tools for working with cases and service queues, but sometimes users just want a quick and simple way to get the next case to work. In today’s post, I’ll share an easy way to implement this functionality in your Dynamics CRM organization. There are three components to my approach:https://alexanderdevelopment.net/post/2015/01/27/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-5/Tue, 27 Jan 2015 18:00:00 +0000https://alexanderdevelopment.net/post/2015/01/27/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-5/This the final post in my five-part series on creating loosely coupled data interfaces for Dynamics CRM using RabbitMQ. In part 3 and part 4 I showed two approaches for building a Dynamics CRM plug-in that publishes notification messages to a RabbitMQ exchange. In today’s post I will show how to create a Windows console application that reads messages from a queue and writes the data to Dynamics CRM.https://alexanderdevelopment.net/post/2015/01/24/authenticating-from-a-node-js-client-to-dynamics-crm-via-ad-fs-and-oauth2/Sat, 24 Jan 2015 00:00:00 +0000https://alexanderdevelopment.net/post/2015/01/24/authenticating-from-a-node-js-client-to-dynamics-crm-via-ad-fs-and-oauth2/Last week I decided to finally take a look at using OAuth2 as an authentication protocol with Dynamics CRM. I wanted to understand how it could enable non-Windows clients to consume CRM data. As it turns out, I was unable to find any documentation or comprehensive code samples for non-Windows clients, so I put together my own Node.https://alexanderdevelopment.net/post/2015/01/22/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-4/Thu, 22 Jan 2015 18:00:00 +0000https://alexanderdevelopment.net/post/2015/01/22/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-4/Welcome back to my five-part series on creating loosely coupled data interfaces for Dynamics CRM using RabbitMQ. In my last post I showed how to build a Dynamics CRM plug-in that publishes notification messages to a RabbitMQ exchange using the official RabbitMQ .Net client library. Unfortunately, that plug-in can’t successfully communicate with a RabbitMQ server if it’s executed inside the Dynamics CRM sandbox, so in today’s post I will show how to achieve the same results with a sandboxed plug-in.https://alexanderdevelopment.net/post/2015/01/20/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-3/Tue, 20 Jan 2015 18:00:00 +0000https://alexanderdevelopment.net/post/2015/01/20/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-3/This is the third post of a five-part series on creating loosely coupled data interfaces for Dynamics CRM using RabbitMQ. Last time I showed how to install and configure a RabbitMQ server to support passing messages to and from Dynamics CRM. Today I will show how to build a Dynamics CRM plug-in that publishes notification messages to a RabbitMQ exchange using the official RabbitMQ .https://alexanderdevelopment.net/post/2015/01/14/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-2/Wed, 14 Jan 2015 18:00:00 +0000https://alexanderdevelopment.net/post/2015/01/14/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-2/Welcome back to this five-part series on creating loosely coupled data interfaces for Dynamics CRM using RabbitMQ. In my last post I discussed why you would want to incorporate a message broker into your Dynamics CRM data interfaces, and today I will show how to install and configure RabbitMQ to support the examples I’ll be presenting in the rest of the series.https://alexanderdevelopment.net/post/2015/01/12/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-1/Mon, 12 Jan 2015 18:00:00 +0000https://alexanderdevelopment.net/post/2015/01/12/using-rabbitmq-as-a-message-broker-in-dynamics-crm-data-interfaces-part-1/One of the things I love about Dynamics CRM is how easy it is to create data interfaces to enable integration with other systems. If you’ve worked with Dynamics CRM for any length of time, you’ve probably seen multiple web service integrations that enable interoperability with other line-of-business and legacy systems.