Valcore introducerer nu CRM-webinarer som giver dig mulighed for at få udvidet dine CRM kompetencer i mindre doser.

Vi tilbyder SÆRLIGE RABATTER i disse tider, hvor Danmark er lukket ned. Vi kalder det KARANTÆNERABAT:

  • GRATIS ADGANG til alle webinarer for kunder med supportabonnement
  • 50% rabat på vores normalpris til alle andre (brug kuponkoden “C19ALL”)

Hver torsdag kl. 10.00 afholdes et webinar på maks. 2 timer, hvor vi går i dybden med et udvalgt emne i Microsoft Dynamics 365 (CRM).

Alle webinarer afholdes af vores certificerede undervisere og konsulenter og er altid LIVE. Som afslutning på webinarer, holder vi en Q&A session, hvor du har mulighed for at stille spørgsmål til dagens emne.

 

DIT UDBYTTE
  • Korte, specialiserede uddannelsesforløb på maks. 2 timer
  • online undervisning, som du kan tage hjemmefra eller fra din kontorplads
  • LIVE undervisning, ikke optagede sessioner
  • dybere indblik i udvalgte områder i Microsoft Dynamics 365 (CRM)
  • uddrag fra vores eksisterende kurser og uddannelsesforløb
  • afprøvet materiale der er finjusteret via vores fysiske kurser
  • du får selv mulighed for at vælge hvilke områder du har behov for at få undervisning i
  • kvalificeret undervisning fra vores certificerede undervisere og konsulenter
  • Q&A sessions, hvor du kan stille spørgsmål direkte til underviseren

 

 

COVID-19: Valcore følger regeringens anbefalinger, men bibeholder fuldt aktivitetsniveau.

Coronavirus

På Statsminister Mette Frederiksens pressemøde onsdag den 11. marts offentliggjorde regeringen en række vidtgående initiativer, som har til formål at stoppe spredningen af coronavirus. Initiativerne kommer til at omfatte store dele af den offentlige sektor, men Statsministeren kom også med en opfordring til private virksomheder om at udvise ansvarlighed og støtte op om regeringens og Sundhedsstyrelsens fælles plan for Danmark.

Som konsekvens heraf har Valcore besluttet, at alle medarbejdere skal arbejde hjemmefra, samt at fysiske møder begrænses. Som alternativ til møder anbefaler vi at anvende telefon eller videomøder.

 

Aftaler står ved magt

For kunder og forretningsforbindelser, der har mødeaftaler med Valcores medarbejdere i kalenderen, betyder det ikke, at de planlagte møder er aflyst. Man vil snarest muligt blive kontaktet direkte for at aftale nærmere om mødeform.

Valcore bibeholder fuldt aktivitetsniveau. Det betyder, at alle kundeopgaver i størst muligt omfang vil blive udført i henhold til de indgåede aftaler. Der er ene og alene tale om ændring af den lokation, hvorfra opgaven bliver løst.

I Valcore tilstræber alle medarbejdere i øvrigt at overholde myndighedernes anbefalinger om at handle ansvarligt og undlade at deltage i unødige forsamlinger, møder, ferier eller andre aktiviteter, der kan øge risikoen for smittespredning.

Er der spørgsmål til disse initiativer, så kontakt os, som du plejer.

Dynamics 365 (CRM) on-premise cannot login using Plugin Registration Tool or Custom App using Tooling connector.

If all of a sudden you are unable to login via PluginRegistrationTool or other apps, reason can be the recent windows security update on CRM Server.

2020-01 Cumulative Update for Windows Server 2016 for x64-based Systems (KB4534271)

Removing this update restored our connection 🙂

Information om overgangen fra den gamle Dynamics 365 webklient til Unified Interface

Hvem vedrører denne information?

Denne information vedrører primært brugere af Dynamics 365 for Sales Online.

 

Hvad er Unified Interface?

Unified Interface er udviklet af Microsoft til at give brugere af Dynamics 365 for sales Online en forbedret brugeroplevelse. Med et 100% responsivt design giver Unified Interface dig en bedre visnings- og interaktionsoplevelse uanset om du arbejder via browser, tablet eller telefon.

 

Hvad kan du selv gøre?

I september 2019 annoncerede Microsoft, at brugere af Dynamics 365 for Sales Online skal overgå fra den gamle webklient til det nye Unified Interface senest d. 1. oktober 2020.

I løbet af 2020 vil du modtage en mail fra Microsoft med emnet ”Change is coming! Automatic transition to Unified Interface”, hvor de tilbyder en planlagt overgangsdato før d. 1. oktober 2020. Du vil modtage mailen mindst 30 dage før den foreslåede dato.

 

1. Hvis du gerne vil gennemføre overgangen til Unified Interface på den foreslåede dato

Hvis du gerne vil have at overgangen skal finde sted på den foreslåede dato, skal du aktivt godkende dette for de enkelte miljøer, ved at logge på Unified Interface scheduling portal. Godkendelsen skal foretages af en bruger med rollen Global administrator eller Serviceadministrator. Overgangen gennemføres altså ikke på den foreslåede dato uden jeres godkendelse.

 

2. Hvis du gerne vil flytte datoen for overgangen til Unified Interface

Hvis du ønsker at flytte datoen for overgangen til Unified Interface skal du logge på Unified Interface scheduling portal og ændre datoen for hvert enkelt miljø. Ændring af datoen kan kun foretages af en bruger med rollen Global administrator eller Serviceadministrator.

For yderlige hjælp til dette se Ofte stillede spørgsmål: Overgang til Unified Interface.

 

3. Hvis du ikke ønsker overgangen til Unified Interface gennemført før 1. oktober 2020.

Hvis du ikke ønsker at gennemføre overgangen før sidste øjeblik, skal du ikke foretage dig noget på nuværende tidspunkt. Vær dog opmærksom på, at overgangen dermed sker automatisk d. 1. oktober 2020. Efter denne dato er det ikke længere muligt at benytte den gamle webklient.

 

Brug for hjælp?

Find mere information om overgangen til Unified Interface her: FAQ og Kontrolliste.

Det anbefales at gennemgå kontrollisten omhyggeligt for at sikre, at du er klar til overgangen til Unified Interface. Du er også altid velkommen til at kontakte os på telefon 70 22 14 64 eller via support@valcore.dk

Dynamics 365 CRM update/upgrade error: The UPDATE statement conflicted with the FOREIGN KEY constraint “solution_base_dependencynode”

Recently while upgrading (import db) CRM deployment from 2016 to v9 we encountered this strange error. After trying everything including mentioned her and running short of time, we opened MS ticket and got a script to run on organisation’s DB, which actually resolved this issue.
Script actually drops foreign key constraints so should be used carefully and at your own risk.

IF OBJECT_ID(‘tempdb..#DropForeignKeysStatement’) IS NOT NULL DROP TABLE #DropForeignKeysStatement

SELECT DropStatement = ‘ALTER TABLE [dbo].[‘ + st.name + ‘] DROP CONSTRAINT [‘ + sfk.name + ‘]’
INTO #DropForeignKeysStatement
FROM sys.foreign_keys sfk
INNER JOIN sys.tables st ON sfk.parent_object_id = st.object_id
AND sfk.schema_id = st.schema_id
WHERE sfk.schema_id = schema_id(‘dbo’)

SELECT DropStatement FROM #DropForeignKeysStatement

DECLARE dropStatementCursor CURSOR FOR
(SELECT DropStatement FROM #DropForeignKeysStatement);

OPEN dropStatementCursor;

DECLARE @currentStatement NVARCHAR(max);

FETCH NEXT FROM dropStatementCursor INTO @currentStatement;

WHILE @@FETCH_STATUS = 0
BEGIN
EXEC sp_executesql @currentStatement;

FETCH NEXT FROM dropStatementCursor INTO @currentStatement;
END

CLOSE dropStatementCursor;
DEALLOCATE dropStatementCursor;

IF OBJECT_ID(‘tempdb..#DropForeignKeysStatement’) IS NOT NULL DROP TABLE #DropForeignKeysStatement

Dynamics 365(CRM) Organization Update Import Failed in perform Action Install of Solution=CustomControlsCore …

We encountered the following error while updating one of our client’s organization from 8.0 to 8.2x. Other organizations got updated without any issue but this one just won’t.

Error| Failed in perform Action Install of Solution=CustomControlsCore, FileName=CustomControls.zip, Version=8.2.9.19, Action=Install for OrgId=xxx

Since other organizations are getting updated without a problem we can imagine the issue is with the organization’s database.
After a rigorous googling and getting through a lot of org. import/update issues we fixed the problem as follows:
Problem: Our CRM base language is danish but the SQL user performing org update has default language English…
Solution: change the user’s default language to danish as is of CRM.
To find user’s default language simple open SQL_Management_Studio and under Security select properties of the user and the default language will be shown in the bottom and simply change it to one which is of CRM, or run SQL:
SELECT default_language_name
FROM sys.server_principals
WHERE name = '<user>'

To find available language name in SQL server:
SELECT name,alias FROM sys.syslanguages WHERE name = '<user>'

To set the default language for the user:
Exec sp_defaultlanguage ‘<user>’,'<languageName>’

Try updating organization from Deployment Manager and it would go smooth 🙂

Dynamics 365(CRM) on-premise huge Attachments size SQL fix (Update/Delete)

While upgrading one of our client we found huge size of database where almost 75% of the DB size was taken by the Attachments table.
Her is the sql script which is actually just updating the body field to release size occupied by large attachments. Be careful while using it as it might take several hours depending on the number of records. Batch size is set to 1000 which can be modified according to the situation. Script processes emails with no activities for more than 2 years which can be adjusted as required.

DECLARE @Count INT=1, @Total INT=0
WHILE @Count>0
BEGIN
BEGIN TRANSACTION;
UPDATE dbo.Attachment
SET
Body = ‘QXR0YWNobWVudCB3YXMgYXJjaGl2ZWQgLSA5LzIwMTku’, — BASE64 for “Attachment was archived – 9/2019.”
FileSize = 34,
MimeType = ‘text/plain’,
FileName = FileName + ‘.txt’
WHERE AttachmentId in (
select TOP 1000 ATT.AttachmentId — Batchsize=1000
FROM dbo.Attachment ATT
INNER JOIN ActivityMimeAttachment AS AMA ON ATT.AttachmentId = AMA.AttachmentId
INNER JOIN Email AS EML ON EML.ActivityId = AMA.ObjectId
INNER JOIN ActivityPointer AS ACT ON EML.ActivityId = ACT.ActivityId
WHERE
AMA.ObjectTypeCode = 4202 — emails
AND ATT.FileSize > 50000
AND ACT.ModifiedOn < GETDATE() – 730 — older than 2 years
order by ATT.FileSize desc — to process larger attachments first
)
SET @Count= @@ROWCOUNT — effted rows
SET @Total = @Total + @Count
COMMIT TRANSACTION;
PRINT ‘Processed ‘ + CAST(@Total as varchar) + ‘ records.’
END

Her is the sql script to find out the top 10 tables with largest size:

select top 10 schema_name(tab.schema_id) + ‘.’ + tab.name as [table],
cast(sum(spc.used_pages * 8)/1024.00 as numeric(36, 2)) as used_mb,
cast(sum(spc.total_pages * 8)/1024.00 as numeric(36, 2)) as allocated_mb
from sys.tables tab
join sys.indexes ind
on tab.object_id = ind.object_id
join sys.partitions part
on ind.object_id = part.object_id and ind.index_id = part.index_id
join sys.allocation_units spc
on part.partition_id = spc.container_id
group by schema_name(tab.schema_id) + ‘.’ + tab.name
order by sum(spc.used_pages) desc;

Source: https://dataedo.com/kb/query/sql-server/list-10-largest-tables

Dynamics 365 2019 release wave 2. Some of long waited features in Sales and Customer Service (coming from Aug-Oct)

Following are some of the upcoming features finally coming after public voice. Though most of them are only available in unified interface.

Sales:

  • Rich text editor on non-blocking pop-up for composing emails (only on UI)
    It helps writing email with context to the record we are working on and can have multiple working drafts at same time. Add attachments, navigate between records and so on.
  • Business card scan (only on UI in US and EU regions)
    Scan business card via mobile or web.
  • Customization of opportunity close dialog box (only on UI)
    This feature was on customer’s voice for several years and is finally heard by MS :). A lot of companies created their own html webresource to achieve this.
  • Lead qualification with options of creating relevant records (only on UI)

Customer Service:

  • Knowledge management inline image enhancementUsers can directly copy, paste, and drag and drop images, or select them from File Explorer and add them to knowledge articles, instead of sourcing them from links, as is done today.

For a full list of features please visit:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/features-ready-early-access

 

Dynamics 365 (CRM) Users, Security Roles and Assign/Delete Views

Dynamics 365 CRM gives out of the box functionality to view a user’s security role but what if we want to view all users who have a particular security role? we might have to build query using advanced find or something else…
Another situation can be if a user have left company but owns som important views. How to share those to other(s) or delete them?
To answer these questions we wrote a little utility that will help:
1. View a user’s security roles.
2. View users a particular security role is assigned to.
3. View a user’s personal views
4. Delete a user’s personal views
5. Assign a user’s views to another user (keeping both source user and target user updated instantly)
6. Swap between source and target user updating their views windows.

To install simply download the managed solution from github DownloadLink and import to organization v9.1 and open configuration page.

Below is a screenshot of utility.

Scribe Insight “Error opening data object ” (solved). Security update for microsoft windows (KB4512517)

If anyone is experiencing this error then there can be one of the following 2 reasons.
(If error just started showing up without any change and integration has been working fine before then jump straight to option 2)

  1. Rights issue
    – Check accound running scribe services have permissions to collaborations folder and Message queues
    – Check scribeinternal dns or file dns is of type system dns not user dns
  2. Security update for microsoft windows (KB4512517)
    If integration has been working fine and error showed up then there might be this security update installed. You can uninstall the update or contact scribe for other solution.