Jukka Niiranen

Tag: Office 365

  • Dataverse results inside Microsoft Search in Office, SharePoint, Bing

    Dataverse results inside Microsoft Search in Office, SharePoint, Bing

    Whether you are configuring Dynamics 365 Customer Engagement apps from Microsoft or building custom applications with Power Apps, often the solution design and implementation focuses too much on the data entry experience and not enough on data discovery. Yet it’s the process of searching for information rather than entering new records that consumes far more time in the lives of information workers.

    Throughout the history of my blog (originally “Surviving CRM”), topics such as the Advanced Find feature or configuration of views in XRM/CDS/Dataverse have been the most popular ones. To put it another way: a lot of people search for information on how to make search better in Microsoft business apps.

    While they are nothing like Google, Microsoft still has a wealth of R&D budget spent on search related services. Just because Bing isn’t what you’re likely using in your private life, that doesn’t mean you couldn’t benefit from the Microsoft Search infrastructure. Today we’ll explore how data from Dataverse environments can now be exposed in Microsoft Search.

    Enabling Dynamics 365 results in Microsoft Search

    The feature for showing Dataverse results in Microsoft Search was originally promised at Ignite 2021 in November, but on the release plans it has been postponed a few times. Now the ability for enabling search federation has appeared and the roadmap item for it says “GA in June 2022”. The feature appeared in a couple of tenants, so it’s time for a test drive.

    First you should ensure that these prerequisites for configuration are met. The modern Dataverse search needs to be enabled for the environment you want to target. Second, the search admin user account that you’re using to run the configuration must have both admin access and a valid Dynamics 365 license for the environment.

    Next you can proceed to Microsoft 365 Admin center. Go to “All admin centers”, choose “Search & Intelligence” and select the “Data sources” tab. You should see the section “Microsoft apps and services” that allows you to add a new app for search federation.

    What if that section does not appear? It may be that you don’t have a paid Dynamics 365 subscription in the tenant. The detailed requirements haven’t been documented by Microsoft yet, but based on my experiments, having just Dataverse with Power Apps premium licensing is not enough. Neither is a trial subscription for Dynamics 365.

    In the configuration section for Microsoft apps and services, it says that “connections to these data sources do not count toward your index quota limits.” If you’re not familiar with Microsoft Search, then the data sources accessible via Microsoft Graph connectors are indeed a paid service. With Dynamics 365 we’re seeing the search capability bundled into the product, but for things like Azure Data Lake, Azure DevOps or third party services like Salesforce or ServiceNow, you’ll need a Microsoft Search paid license.

    If we were to use the paid features, how much would it cost? The required product can be found under “purchase services” in the M365 admin center – although not with any generic term like “search”, of course. You’ll need to know that SKU name is “Extra Graph Connector Capacity”. The minimum purchase is 1 million items and that would be around $1.000 per month, or in euro prices these sums below:

    If you had Microsoft 365 E5 or Office 365 E5 licenses, those would also accrue some index quota per each licensed seat, as shown here.

    Luckily we don’t need to make purchases since our tenant has Dynamics 365 Customer Engagement licenses in place. We can proceed to adding a new app under the Search & Intelligence data sources, by selecting the only supported MS app at this time: Dynamics 365.

    Next we get to choose the Dataverse environment. Except not all your environments may be listed here. Why? I did not discover a valid explanation for it in my initial tests. Neither the environment type (sandbox/production) nor existence of Dynamics 365 apps was the reason why environments didn’t always show up. Oh well, let’s proceed with what we’ve got and pick “Jukka’s Business Cloud” that contains the core CRM data in this tenant.

    If you’re wondering whether you could configure data from multiple Dataverse environments from your tenant to show up in the Microsoft Search results, the answer currently is: no.

    Once you’ve added the data source, it can take a while before the results will appear in the search experience. In our production tenant this took less than 30 minutes, in my personal tenant it’s been ~2h and nothing yet. MS says it can take 24 hours before the indexing is complete. Patience is a virtue – if you’ve got some to spare. I’ll just hop over to the production tenant now and explore the end user experience.

    How Dataverse records show up in Microsoft Search

    The users will discover the results from the previously configured Dynamics 365 connection when they access search either in Office.com, SharePoint Online or Bing. The UI to get to those results varies slightly, but the listed results from the Microsoft Graph connector seem to be identical.

    Obviously in Bing you need to be signed in and access the Work tab that switches you from the public web search to the internal results from your work tenant. In addition to all the regular results, plus custom search bookmarks like the one you see below, there will be a new tab to represent the “search vertical”. In the case of our production tenant, I named it “Business Forward” as it is the primary app used in our production Dataverse environment.

    I personally am more likely to leverage these search results from under Office.com. Here’s an example of what data is pulled from the Dataverse environment for a basic query term “forward”:

    We immediately see that the results cover both standard tables from CDM like accounts and contacts, but also custom tables like our work orders that are managed in Dataverse. We see a preview of fields from the matching records, which varies based on what columns are non-empty for each row in the corresponding Quick Find View.

    Configuration of the searchable fields is done in the Dataverse search settings, which the Microsoft Graph connector for Dynamics 365 then respects for each table. This means there’s very little to be configured on the Microsoft Search experience specifically. You really only decide A) which 1 environment to point it at, and B) what name do you want to show in the search vertical in Office.com, SharePoint, Bing.

    Dataverse in-app search vs. Microsoft Search experience

    Now that we have enabled the discovery of Dataverse data from within Microsoft Search, should that become the recommended entry point for all your business data searching needs? The answer to this is: through Microsoft Search you’ll only get a subset of search features that are available in a full model-driven Power App. Whereas with Microsoft Search you may well get close enough results, the detailed search capabilities are better within Power Apps native Dataverse search.

    If I enter a search term like “governance” into Office.com search bar, I’ll get a long list of results that I can not filter nor sort in any way. When I do the same search inside our Business Forward app (a model-driven Power App on Dataverse), I get the results tabbed per specific tables that allow me to narrow the query by record type. Also the filter pane gives access to owner and date filters, which get even more detailed as I select one specific table from the results.

    Another feature that can be a welcome addition is that the Dataverse search within the app UI covers only the tables included in that app. This can lead to search challenges in a larger Dynamics 365 environment that covers multiple different processes.

    For example, our production environment covers not only our CRM info on customers, sales etc. but it also hosts our internal IT Asset Management solution and its data. Now, if I search for “Nokia”, the results could include both the account management data related to Nokia Corporation as well as Nokia smartphones (from HMD Global) that our team members have registered as their IT assets. Sure, all results are filtered based on security roles and won’t reveal any data to unauthorized users, but anyone with broader access to Dataverse will also get broader, nonfilterable results with Microsoft Search.

    Sometimes you may get more results from Microsoft Search than from within Power Apps, because of the way documents stored in notes and attachments get indexed. I even discovered that the note record (annotation) which traditionally hasn’t had any user accessible table form in the native UI can actually be opened independent of the parent record. The form of a note is very nice and readable, providing a link to the related document:

    Things aren’t quite as awesome when it comes to attachments of email records. While these also open a form within a model-driven app, the attachment table form doesn’t offer any link to either the document or the related email message from where the file could be opened.

    The many faces of Dataverse search experiences

    It’s really awesome that we’re now seeing the mainstream search capabilities in Microsoft cloud services reaching into the domain of business applications with these out-of-the-box capabilities. The investments that Microsoft has made into Dataverse Search as a service that isn’t just for doing freetext search inside your CRM system is starting to pay off. Just like makers can tap into Dataverse Search from within Power Automate actions, now information workers can do simple queries into enterprise systems from within Office experiences.

    In its current state, with support only for Dynamics 365 customers and only a single environment per tenant, the Microsoft Search experience isn’t yet as powerful as it could become. Covering the Power Platform use cases where business data is managed in various environments and via specific custom apps would be a logical direction to broaden Microsoft Search with a true low-code platform story.

    The way I see it, the search experiences for business data managed within Dataverse are being developed in three separate areas:

    1. Free text search: building search indexes that cover several sources/tables, with multiple entry points (in-app, Office, flow, APIs), evolving into support for natural language queries and supporting conversational UIs (Teams chatbots etc.). This is the area where Dataverse Search and Microsoft Search are operating.
    2. Structured queries: building complex query criteria to filter the rows in a specific Dataverse table. “Show accounts with orders in last X months and no activities from members of sales team Y”. The Advanced Find feature and the FetchXML query language have traditionally covered this front. The modern advanced find experience is making these filters easier for casual app users to approach, while FetchXML is still alive (now available for download in the UI) and can help flow makers design complex queries more efficiently, for example.
    3. References: the next generation of “set regarding” features are aiming to broaden the traditional scenario of associating emails in Outlook with records from CRM. If the MS vision for Context IQ comes to life, we should be able to at-mention basically any record from a Dataverse environment and collaborate interactively on it via Loop components. Similar to the Microsoft Search initial limitations, it will be interesting to see how the lookup field experience can be optimized with machine learning algorithms when all records in a large tenant are behind a single @ symbol…

    Returning back to what I mentioned at the start of this blog post, as a solution designer it’s very important to understand all these different means through which users can search for your business application’s data. There’s a lot you can do by configuring the settings in Dataverse views to make the experience enjoyable for the user.

    Studying the Dataverse search documentation is a good start. However, it’s all just theory until you have some actual data and real user interfaces to test the usability of your search configuration with. What this means is that you’re unlikely to ever get all the settings right in the V1 release of your app. In practice the user experience for business data search requires attention throughout the lifecycle of your app. Microsoft will continue to change and expand the ways in which search queries and results are handled, so you better keep up with these new features and explore what configuration options are being introduced in the future, too.

  • Making Model-driven Power Apps visible (and hidden)

    Making Model-driven Power Apps visible (and hidden)

    I’ve got a confession to make: even though I’ve been building Model-driven apps long before they even were Power Apps (back in the XRM era), I’ve struggled to understand how I can make them visible to the end users in the modern experiences Microsoft offers.

    In this post I’ll address two different challenges. First, how to enable end users to have access to your Model-driven app. Second, how to protect them from seeing irrelevant apps.

    “Why isn’t the app sharing menu working?”

    Once you’ve built your Model-driven app are ready to release it, you need to make it visible not just to the app makers and system admins but also regular users. This involves using the Share menu from the list of apps available in the environment.

    Working in the Power Apps Maker portal, it’s pretty obvious the things we see here have been built with Canvas apps in mind. When it comes to sharing a Canvas app, the steps are fairly logical. You click the 3 dots next to the app, select “Share” and are shown this dialog:

    You add users or groups, set their data permissions via the many available security roles within Dataverse, click Share, after which the users get an (optional) email message. All good!

    Try the same steps with a Model-driven app and your users will see… nothing. It’s not just that there isn’t an email message with the app URL sent to them. They actually don’t have access to the app at all, even if you provide them the URL directly. Why isn’t the share action working from here?

    If you’ve worked with the Dynamics 365 App Modules before, you might remember that you needed to specify which security roles have access to which app. Just like with role-based forms, too. Now, that particular role assignment UI existed in the legacy web client that has been deprecated and there doesn’t seem to be an equivalent in the Maker portal anymore. Does this mean we don’t have to perform this step, rather the sharing of the app to the users takes care of this automatically?

    At some point I assumed so, but this isn’t actually the case. After a long hard look at the documentation, I finally realized that the MS product team had squeezed this functionality into the Canvas sharing dialog in quite an unintuitive way. You see, you’re not only using it to share the app to the users, but also for “sharing” the app to a security role:

    So, rather than sharing the app to the users, stay on the higlighted App section that’s at the top of the list. Pick the correct security role from the list and then click “Share”:

    Now all users with the specified security role will have access to the app when trying the URL shared with them. Yes, you didn’t actually need to explicitly share the app to them via this menu at all! Sure, you can use it for adding the required security roles for these users, if they haven’t already acquired through other means, like group membership. But the whole concept of “app sharing” is still completely irrelevant to Model-driven apps, from what I can see. It’s only this misleading UI that may give you the impression that you can achieve visibility to Model-driven apps via a sharing action when in fact it’s still security role based like it was back in XRM.

    This leads us to the next question around Model-driven app visibility that has been puzzling me:

    “Where can I find the apps I have access to?”

    If the app user is not a maker in the particular environment, they logically won’t have access to the Power Apps Maker portal to view the list of apps in it. So, from where exactly should they be viewing the list of all the apps shared to them?

    If we have past experience from the world of XRM then we’d probably navigate to the Dynamics 365 Home page at home.dynamics.com. This page should be showing all the apps that the user has access to, which it currently does. We can pin our newly shared Model-driven app to the top of the list for easy access:

    Oh, right. “We’re moving to Office” says the banner, since this Dynamics 365 Home page has been deprecated a while ago. In fact, based on the original deprecation message this page should have started to automatically redirect you to office.com/apps already. Today we still have the option to visit the legacy page, but let’s move over to the modern Office experience. We’re greeted with the “launch your business apps” onboarding dialog that points us to the Business Apps tab at the Office 365 home page:

    Looking at the list of apps, though, we probably won’t see our brand new app here right away. There’s a pretty significant delay in the list of business apps getting updated here. Unlike the old Dynamics 365 Home, which suffered from a similar delay, we don’t have a “Sync” button to make this process any quicker.

    While we’re waiting for our new Model-driven app to show up on the Office 365 home page, we may start to wonder what apsp actually are listed here. For instance, why is Solution Health Hub showing up there for a normal user with no admin nor maker roles?

    Perhaps the Model-driven apps visibility isn’t entirely security role based after all. Whatever the reason why these Microsoft built apps like Solution Health Hub or Resource Scheduling from the default environment show up for a non-admin user, it’s not exactly a pleasant user experience. The Office 365 home page doesn’t offer us any pinning or filtering features like the old Dynamics 365 home page did, so there’s not much an end user could do to clean up the mess.

    As a system administrator, though, we actually do have a way to trim the list of apps – even when they are first-party MS apps. Thanks to fellow MVP Alex Shlega, I recently learned that Model-driven apps can now be deactivated and activated. So, let’s go to the Maker portal in the default environment, pick the apps we want to hide from office.com/apps and select “Deactivate”:

    Much better! Not only have the unwanted apps disappeared from the Business Apps list, but also our newly configured Model-driven app has appeared there during our small exercise.

    There still remains one item on that app list that I can’t figure out a way to remove from the user. That “Dynamics 365 – custom” app from the Secret Project 404 environment is actually the result of a Dataverse for Teams environment provisioned by this end user. Now, since we have no way to directly navigate to the full Maker portal of such an environment and they shouldn’t support any Model-driven apps to begin with, these apps are something only MS can clear away in a future update hopefully

    Thankfully there’s another place where the end user has more control over the app list than the Office 365 home page. Whenever you’re using some other Microsoft 365 service and need to open up a Power App, it’s a lot more convenient to use the waffle menu from the top left corner rather than the full home page.

    Thanks to Thomas Sandsør for reminding me about the customizability of this app launcher. This is of course the place where a user should be instructed to pin their new Model-driven app for easy access:

    One final point to make about Model-driven apps visibility is around Microsoft Teams. You should definitely consider pinning the apps into relevant Teams channels as tabs, to maximize the likelihood of the end users remembering to use them. As for a complete list of Power Apps available to the user, currently no such place exists within Teams, so you should pay attention to the Office menus as the portal to display your Power Apps app catalog for desktop users.

    Update 2021-12-07: Office App Launcher new visibility criteria defined

    Microsoft has recently changed the behavior of their app lists, with an update communicated via Microsoft 365 Message center message MC290818. Since many people will not have access to MC content and it will probably disappear at some point, I’ll post the contents here in full:

    To help improve the app exploration and discovery experience for users, beginning mid-November 2021, the Office App Launcher, All Apps (https://office.com/apps), and app search experiences will be updated to only list relevant Dynamics 365 apps, Power Apps apps, and Azure Active Directory integrated apps.

    Following this update, the Office App Launcher, All Apps, and app search experiences will only list Dynamics 365 apps, Power Apps apps, and Azure AD integrated apps that meet one of the following criteria:

    Dynamics 365 apps and Power Apps apps:

    • Apps a user has launched in the last 7 days
    • Apps created by a user
    • Apps an admin has marked as ‘featured’ in the tenant
    • User accessible Microsoft published Dynamics 365 apps

    Dynamics 365 apps or Power Apps apps that meet the above criteria will be shown in the App Launcher, the Business Apps section of the All Apps experience, and in app search results. Note that the time between when an app is shared with a user and when it appears in an Office experience is expected to be 24 hours.

    Azure AD Integrated Apps:

    • Apps an admin or user has added to an Azure AD collection

    Azure AD integrated apps meeting the criteria above will be shown grouped by collection name in the All Apps experiences, as well as individually listed in the App Launcher and in app search results. A link to the My Apps portal where users can create Azure AD collections will be added to the All Apps experiences as part of this update.

    How does this affect me?
    Dynamics 365 apps, Power Apps apps, and Azure AD integrated apps that don’t meet the above criteria will no longer be listed in the Office App Launcher, All Apps, and app search experience. Users can take the following steps to access these apps and have them listed again in their experiences.

    For Dynamics 365 apps and Power Apps apps, if a user cannot find an app they are looking for will need to first launch it in the browser via its Uniform Resource Identifier (URI). Note that admins and makers can get an app’s URI by selecting an app in the Power Platform admin center or via https://make.powerapps.com by selecting details, then selecting web link. Once the app is launched, it will be listed in the Office App Launcher, All Apps, and app search experiences.

    For Azure AD integrated apps, a user can locate the full list in the “Apps” collection of the My Apps portal. Users can create collections for quick access to their favorite or most often used Azure AD integrated apps. Once the Azure AD integrated app is added to a collection, it will be listed in the Office App Launcher, All Apps, and app search experiences.

    What action do I need to take?
    This message is to inform you of an upcoming change, no action is required. However, if you want to guarantee specific Dynamics 365 apps, Power Apps apps, and Azure AD integrated apps are available to users following this update, please perform either of the following:

  • Why Power Platform licensing is complex, part 1: products

    Why Power Platform licensing is complex, part 1: products

    It’s hard to avoid this question whenever people discuss the business scenarios for Microsoft Power Platform. The tools and experiences for creating apps are getting more & more streamlined, yet it feels like the complexity of rules on what licenses are needed for each specific scenario just keeps growing. With great powers for designing creative new solutions comes also great responsibility for understanding the commercial factors of implementing them. This means that the solution architecture needs to take the licensing aspects into consideration, even if many technical people aren’t very comfortable with the topic.

    The main factors I consider to be sources of complexity in the licensing discussion around Power Platform, Dynamics 365 and Office 365 are these:

    • Protection of intellectual property as well as development budgets across Microsoft product portfolio
    • The old world of apps as data silos & the concept of multiplexing
    • Light use scenarios for information workers vs. “Real Business Applications”
    • The role of CDS (now: Dataverse) as the platform, not just a data source/target

    I’ll cover each of these dimensions in a separate blog post, to avoid building up too many stress factors into a single post and scaring away people. None of these obstacles are insurmountable, instead I believe raising awareness of them will make it easier for everyone to answer the question of “why” and move on to the “how” part of planning the actual solutions and business cases for leveraging the full potential that lies within the Power Platform.

    Let’s begin from the complexity source nr. 1: Microsoft’s product portfolio structure.

    Protecting the products & investments

    XRM, the predecessor of CDS and partially also Power Apps, was never sold as a platform. The business model was built around selling a suite of CRM applications, which you could then customize and extend to cover business processes not originally within the scope of the product shipped by Microsoft. This meant that a lot of money was left on the table because customers that weren’t looking for a new CRM system didn’t really have much reason to consider XRM as a platform their other business apps needs. From the perspective of Dynamics CRM as a product, there wasn’t much threat of competing apps within the MS ecosystem, but unfortunately it also meant that investments into the core platform weren’t likely to grow very fast if the Dynamics offering was to remain outside the mainstream product portfolio of Microsoft.

    Now that Power Apps is offered specifically as a platform where your citizen developers, pro developers and ISVs alike can all come and build their apps, the upside to everyone is that the common infrastructure for data and application management is evolving crazy fast. The new problem that arises from this is the battle of the internal buckets where money should be flowing in. Unless all customers unanimously purchase both the platform (Power Apps premium licenses) and the first party applications (Dynamics 365 Enterprise Apps), someone could easily consider their bucket to have a leak caused by these new buckets. Cannibalization of revenue is a rational fear to have when there is overlap between product offerings within the organization.

    The way how Power Platform has been positioned as the extensibility layer for both Office 365 and Dynamics 365 is undoubtedly one of its key strenghts from the business perspective on Microsoft level. PP is everywhere because so many customers already have it, underneath their existing information worker tools and CRM systems, whereas low-code competitors like OutSystems or Appian will need to find a way to get their foot in the door somehow. However, this mechanism of having “seeded” Power Apps and Power Automate features inside other products just delays the commercial discussion to a later point in time. “Why do we need to buy these new premium plans if we already have the Office/Dynamics features?”

    Before Power Apps merged with XRM, what we know call “Canvas apps” were introduced to the markets as a technology that could easily work with the ubiquitous Office 365 services as data sources. The same with Microsoft Flow. I believe this really was more of a marketing positioning strategy rather than a deep architectural commitment from MS, since many experiences weren’t really that seamless once you got down to working with SharePoint, for example. Still, this approach made it possible for the community of citizen developers to start gathering around Power Apps, when power users all over the world discovered how they could go beyond Office 365 standard capabilities with these no-code tools – while still remaining within the existing corporate licensing of Office tools offered by IT.

    Had Power Apps and Power Automate (Flow) remained there as just tools in the Office waffle that come with the subscription, we would have likely seen only a tiny fraction of the features that now are rolling out into Power Platform. After all, if you’re not paying any additional licensing fees for the products, then are they really products in themselves at all? “Freebies” like Sway or Bookings that we’ve seen appear in the cloud service nowadays known as Microsoft 365 are examples of what you could expect from technology that isn’t large enough to warrant a SKU of its own in the MS product portfolio. Not a very lucrative position for any ambitious app team in the long run.

    There’s this dilemma that if you raise the barrier of entry too high for a product, the adoption curve is going to take a hit and you’ll miss out on the viral effect of “free” software. At the same time, if you can’t directly tie the usage rate into a visible stream of new money, it’s difficult to collect funding for product development investments beyond the initial hype and excitement of launching something new & cool. In the enterprise software business you can’t even monetize the users by exploiting their data and eyeballs for selling ads, because privacy and confidentiality tend to be bigger factors here than in the consumer market (where unfortunately everything is moving to “pay with your data” business model). Just look at the example of Google, who did build up their own App Maker product into the G Suite, then saw too low usage numbers for it and ended up killing the service and customer apps built on top of it. Now they’ve acquired the low-code application development platform provider AppSheet and are trying to gain a foothold in this growing market.

    While this explains why Microsoft couldn’t just keep the doors open for ever more advanced Power Apps development on top of exisiting Office 365 subscriptions, there’s also the other direction to consider. At some point these apps become so advanced that they’ll start to challenge the Dynamics 365 applications formerly called “CRM” or “Customer Engagement”. These commercial apps from MS are nowadays just called “model-driven apps in Dynamics 365”, which further underlines the role of Power Apps Model-driven Apps as the infrastructure that makes these apps tick. They are preconfigured instances of applications on top of CDS, but they are not the same as the platform itself. Therefore, starting from October 2019, buying a Dynamics 365 Enterprise App no longer gives you an Access All Areas pass to using apps in just any vanilla CDS environment that hosts a custom app for process X. You’ll need to be wearing the lanyard that specifically says “Power Apps” if there’s not Dynamics 365 applications installed in the environment you want to enter.

    In short, buying the Dynamics 365 product doesn’t give you the Power Apps product, just a “seeded plan” to work within the boundaries defined by the application context. The same holds true the other way around: buying a Power Apps Per User license doesn’t grant you the rights to use everything that’s running on the platform within the tenant. Similar to how ISVs (independent software vendors) would charge you a fee to use their application features via their own licensing mechanism, Microsoft is setting up mechansims that will control who can access which App Module.

    Regardless of how that might sound like initially, I believe it could actually be a good thing in the long run. The reason being that the way how Microsoft has previously attempted to limit access to the schema and data of CDS by drawing lines on restricted entities available only to Dynamics 365 license holders (aside from data read operations) isn’t really going to be a sustainable model. In his third chat with MVP Steve Mordue, the Corporate Vice President of what MS internally refers to “Citizen Application Platform”, Charles Lamanna, has stated that an alternative licensing model is being prepared right now:

    “So there is something in the works that we’re working towards and I would say at a high level, restricted entities as a concept are largely antithetical to our common data service, common data model and vision. And they were just like the least bad option to go make sure that we appropriately can license Dynamics apps. So we are working feverously on many proposals to get out of that restricted entity business, but still have a model which more appropriately captures and protects the value of the Dynamics apps without introducing restricted entities.”

    I’ll dive deeper into the whole Common Data Model (CDM) discussion in the next part of this blog series. In general, what I believe to have been a big barrier for the licensing options available to MS work with is the amount of effort needed in making the application/platform separation initiative a technical reality. It has surely been also holding back many teams in terms of how a specific Dynamics 365 App like Sales can deliver features that differentiate it from the sea of business applications that are to be built on Power Platform, by citizens, by customer development teams, by ISVs. A level playing field is needed for the future solution ecosystem to bloom, yet in the short term it requires work behind the scenes that doesn’t surface as application features directly.

    The fact that such investments and also compromises have been made during the past couple of years is a clear signal of how Microsoft believes the demand for its different services will evolve & how they will be competitive because of their dedicated low-code application platform product offering. Customers will continue collaborate via Office 365 productivity tools, likewise they’ll keep on adopting readymade business applications from the Dynamics 365 family of Apps for scenarios like omnichannel customer service. There in between lies the opportunity for 450 million new low-code apps to be built within the next 5 years, as Charles Lamanna states in the recent CNBC article “Next frontier in Microsoft, Google, Amazon cloud battle is over a world without code”.

    It is not a market that the Office products could easily rise to cover, nor is this bottom-up innovation a natural fit for the Dynamics way of delivering top-down enterprise systems. A dedicated product offering is needed here, which is why the Power Platform exists. Since Microsoft has chosen not to follow the “buy” path of Salesforce, Google and other competitors, but has rather adopted a “build” strategy to create their low-code application development platform from in-house technology, many of the elements in this platform have already been used somewhere else, and as a result also commercially licensed for scenarios that predate this new low-code era. This is the reason we’ve seen so frequent changes in the licensing model across Power Apps and Dynamics 365. It is a source of licensing complexity that is difficult to avoid when the different apps don’t live in their dedicated silos but rather share so much of the common platform capabilities.

    Microsoft talks a lot about having three clouds: Office 365, Dynamics 365 and Azure. Where Power Platform fits in is right smack in the middle, and with plenty of overlap in relation to the existing clouds. It’s a new “aPaaS” layer added between the SaaS apps of Office & Dynamics and PaaS/IaaS offered by Azure. As a result, the relative position of existing products needed to shift a bit, which created a before/after dimension into both how Microsoft envisions each cloud to be used and as well as how they commercially offer the services to be licensed.

    Other parts in this article series can be found here:

    Read more about Microsoft Business Applications licensing

    There are plenty of articles in my blog for you to browse in this category: Licensing.

  • Dynamics 365: The Next Chapter of MS Cloud Business Apps

    Dynamics 365: The Next Chapter of MS Cloud Business Apps

    Have you heard about this brand new thing called “Dynamics 365” yet? If you attended or followed the WPC 2016 conference, I bet you have, since it was the big headline news for Microsoft’s partners and corporate customers that kicked off their FY17. Satya Nadella spent a significant part of the WPC keynote explaining how Dynamics 365 is the service through which his vision of reinventing business processes comes to life. So, obviously there’s got to be some big things packaged into this new offering. But putting the visions aside for a moment, what exactly does this service contain in practice?

    WPC16_keynote_Dynamics_365

    In short, Microsoft Dynamics 365 is both the same old and brand new when it comes to the underlying components. As presented by many of the tech news sites, essentially Dynamics 365 is about taking the previous Dynamics CRM & ERP products and bundling them into a single cloud service. Comparing it to “the other 365”, meaning Office, it’s not an entirely different approach than taking established server applications like SharePoint & Exchange and making them easier to purchase via a single Office 365 plan. While the name is different and the tools to administer the applications are specific to the subscription service, beneath the portal there are many of the same bits as you could have on your own servers, too. In the case of Dynamics 365, you’ll be mostly getting the latest versions of CRM and AX/NAV from the Microsoft cloud.

    “Ok, so we’ll have a new SKU to purchase Dynamics products from the cloud. A bit like the earlier bundles for Sales Productivity then, where you bought CRM, Office 365 and Power BI for a discounted price. Got it, can I now go back to chasing nearby Pokémons with my phone ’cause I’d really want to catch them all?” Well, if you ask me, I think you should look a bit deeper into the Dynamics 365 story to understand how it really will impact CRM as a product as well as the ecosystem around it. I too was initially a bit skeptical about this whole thing when reading the first press release from Microsoft, but the more I’ve investigated the pieces of information available at this early stage, the more I’ve started to believe that what we have here isn’t a mere product marketing stunt but rather the next major chapter in the story of Microsoft Dynamics applications.

    Satya’s Masterplan

    One year ago when Microsoft announced that they were going to tear down the silo of MBS (Microsoft Business Solutions) and merge Dynamics product teams into C+E (Cloud and Enterprise), Nadella said he wanted to “enable the company to accelerate ERP and CRM work and bring it into the mainstream C+E engineering and innovation efforts.” It took a while before saw what this “mainstreaming” really means, but I believe Dynamics 365 is the major output from this process that started with the restructuring. It is elevating the Dynamics product offering from being just an app you can order via the Office 365 portal and turning it into a proper destination of its own.

    Back when I was starting my first gig as a Dynamics CRM consultant in 2010, I distinctly remember the day after I had returned home from the Convergence conference in Prague. I was about to sign the contract with my new employer and was riding in a cab with my boss to be, catching up on the latest tweets (with my Windows Mobile 6.0 device and whatever apps we had back then). I came across Microsoft’s announcement of Office 365 and said to him “have you heard about this already, might be kind of a big deal for the business”. Well, the business of my upcoming employer was largely about hosted MS business applications and it turned out to a big deal indeed, as the rationale for offering local CRM or Exchange instances eroded much faster than most service providers were willing to understand – let alone for them to adapt to this new reality.

    Connecting_your_solutions_small

    How I see this relate to the recent Dynamics 365 announcement is that when you stop to think about the tools we work with these days, it’s not just about the cloud as a delivery channel. If it were enough for the customer organizations to just use their business applications via a browser, from a server environment managed by someone other than your own IT department, then we’d still probably be happily working in the BPOS era of application servers hosted by “someone out there”. In reality, it rarely is about the servers or even the server application bits. It’s about services: how they can be consumed and how information flows between them. Sure, someone of course needs to set up the services, but once that problem has been solved (e.g. Dynamics CRM Online removing the need for manually installing customer specific CRM instances) it’s time to start solving problems higher up in the value chain. This, I believe, is what Microsoft is aiming to achieve with Dynamics 365. Making it more than just the sum of its parts, by lowering the barriers between the apps and encouraging customers to build solutions that consist of a network of apps – from MS and ISVs. The new AppSource portal is therefore a very important part of the Dynamics 365 story (even though at launch time it’s not yet that much better than the infamous Dynamics Marketplace).

    Front to the Back with Dynamics 365

    Once launched later this year, Dynamics 365 will be available as two editions. The Enterprise Edition will be made up of Dynamics CRM modules and Dynamics AX, whereas the Business Edition is being built on top of Project Madeira (brand new cloud version of Dynamics NAV, from what I know). Details about the pricing haven’t yet been disclosed, but at WPC there were slides shown that outline the different plans that the Enterprise Edition will offer. Since the Business Edition is clearly a lot more “work in progress” at this stage, and because it might not even contain any of the Dynamics CRM functionality (if I read the WPC materials correctly), it’s best for us to focus on analyzing the Enterprise Edition.

    Dynamics_365_vs_current_SKUs

    Looking at it from a CRM perspective, the platform formerly known as Dynamics CRM is being broken down into smaller modules that can be purchased separately. We’ve already seen how the recent CRM Online enhancements like Project Service and Field Service have been introduced as separately licensed modules (and their trials are now distributed via AppSource), but with Dynamics 365 this will be taken even further. A sales user can be assigned only a license to the “Sales app”, rather than needing a “CRM Online Professional” license to manage their opportunity pipeline. Even without knowing the price points for per app licenses in Dynamics 365, it’s easy to see that the barrier for consuming application features from the cloud will be lower when you can only select what you want. In the on-premises world the traditional “all you can eat” model of Dynamics CRM licensing probably made sense, but if Microsoft now has the option to make their cloud service available in various different shapes and sizes, why wouldn’t they?

    Even though there will be more individual apps to choose from, the main value proposition of Dynamics 365 is in the possibility of making the whole end to end business process visible to the users. Traditional licensing silos between the front office CRM system and the back office ERP system have often led to scenarios where employees need to ask another employee to check information from a system they can’t access – or needing to work with limited snapshots or static reports rather than the real-time dynamic data from the business application. Microsoft surely recognizes this as a great opportunity to move customers gradually away from using legacy ERP systems by offering a cloud platform where the licensing model is no longer determined by the server application barriers but rather the workloads of the users. The Enterprise Edition contains a “Dynamics 365 for Team Members” plan that covers read rights to each and every application, from marketing to operations (the ERP part), which specifically addresses the information silo issue.

    How Can It Actually Work?

    Knowing that all the CRM and ERP applications under the Microsoft Dynamics umbrella have been completely separate products with little in common when it comes to architecture, how is Microsoft going to turn these into a single business application platform all of a sudden? Well, that is the billion $ question to which we don’t yet have an exact answer, but let’s speculate a bit while we await for it.

    Microsoft has announced that underneath the Dynamics 365 apps there will be a platform layer called Common Data Model. On the official Microsoft Dynamics blog this CDM is described with the following words:

    The common data model is a cloud-resident business database, built on years of experience with our enterprise customers. It will come with hundreds of standard business entities spanning both business process (Dynamics 365) and productivity (Office 365). The standardization and consistency of schema enables partners to build innovative applications and to automate business processes spanning the entire business process spectrum with confidence their solutions can be easily deployed and used across Microsoft’s entire customer base.

    Hmm, okay, so there’s at least going to be a new database in addition to the application specific databases of CRM and AX, as we can see from the Dynamics 365 architecture image below. The promise of a “standardized, consistent schema”  also implies that at least the OoB entities will be connected across CRM and AX without any additional configuration effort required. Now, how exactly the integration of custom entities can be configured, or how the platform will handle the business logic involved in each connected app is something that isn’t very clear at this point.

    Dynamics_365_architecture

    Surprisingly enough, the most detailed information about CDM was first released not via the Dynamics product blogs but on the Power Apps blog. The post PowerApps and the Microsoft Common Data Model gives us the first practical view into what functionality the CDM part of the platform is expected to deliver. Some examples:

    • CDM will encompass not only CRM and AX but also the data model of productivity apps like Outlook.
    • CDM will include complex data types like address and auto-numbering.
    • CDM will contain features familiar to CRM admins, like field level security and auditing.

    Dynamics_365_Common_Data_Model

    Once the CDM Preview arrives in August we’ll hopefully get to explore the contents and functionality of this data model via the PowerApps Studio at least, even though Dynamics 365 itself will probably arrive a bit later. On another PowerApps blog post, it was announced that there will be a Dynamics 365 specific SDK, which should be launched in preview mode before the year ends.

    Why does the PowerApps team work so actively in bringing this information available? There’s a simple explanation: PowerApps, Power BI and Flow are a fundamental part of the Dynamics 365 product offering. They are included in the Enterprise Edition plans and they form the new business application platform that supports the 365 apps on top of them – to the extent that there is now even a dedicated site to describe the capabilities of these three products.

    Business_process_orchestration_small

    Since business process orchestration is fundamentally a cross-application domain, it makes a lot of sense that you don’t only rely on the workflow process engines found inside applications like CRM. Also, if you’ve tried to leverage these three tools with current Dynamics CRM Online application, it soon becomes obvious that working with the relational data and specific data types of CRM is not where Power BI, PowerApps or Flow currently excel. Therefore what CDM as part of Dynamics 365 can offer for the business process orchestration tools to make the interaction easier is surely very welcome.

    Farewell to On-prem

    All of this you see coming available for Dynamics 365 is exclusive to the Microsoft cloud. Period. While you could of course take many of the individual technologies like Dynamics CRM and build custom integrations to your own servers, a single commercial offering licensed and managed by Microsoft will not become available for that environment.

    In the past Microsoft has been using the “power of choice” as an argument on why investing in Dynamics CRM technology is a safer choice than going with a cloud-only platform like Salesforce. Six years ago when CRM Online was launched that certainly was an important benefit of the MS stack. Even though the business world is a lot more “cloud ready” today, there still are many scenarios where a service hosted outside the borders of the customer’s country is not a valid option. Nevertheless, the power of choice isn’t such a clear differentiator anymore if pretty much everyone is making the same choice. For those organizations who are able to move ahead at the speed of cloud, there just has to be a fast track available. Sure, CRM Online has already been developing at a faster release cadence than CRM on-prem, but with Dynamics 365 the ties are officially cut now.

    AX_cloud_firstIt isn’t a completely new situation, even within the Dynamics product family. From what I know about Dynamics AX, the latest “AX 7” version has been designed not only as a “cloud first” but pretty much “cloud only” approach. The application architecture has been heavily redesigned and now relies on services from Azure, so it’s not something you could ever install on a Windows Server. The strategy for on-premises support is based on the Azure Stack product, which will allow customers to run a version of the same services on their very own servers. (In related news, the Azure Stack release plans have recently been revised: it won’t arrive for another year yet and it will require specific hardware when it finally does.)

    Does the announcement of Dynamics 365 mean that no investment will be made to on-premises Dynamics products anymore? No, at least according to the official statement from Microsoft. CRM, AX and NAV, meaning the in-house application layer of Dynamics 365, will continue to be developed, sold and supported. For example, AX 2012 will be supported until 2021 which gives some indication about the expectations Microsoft has on when existing on-prem ERP customers would really be able to adopt the new cloud offering of Dynamics 365. I bet that the hybrid scenarios will be taken into consideration as well when driving the adoption of the 365 cloud service.

    Still, if you’re looking for the latest Microsoft product innovations and integrating your business applications with the coolest new services, it’s hard for me to see how remaining in the on-prem land would be a viable option anymore. While new server versions will still keep on coming, having a new product feature that doesn’t require you to be running Dynamics 365 is probably going to become an exception rather than a rule. Already many of the latest CRM Online features have been built on Azure based services (offline sync for mobile, Relevance Search, machine learning in product recommendations) and the 365 cloud platform is going to make it even easier for MS to hook these things up to their business apps. The gap is just going to grow wider and wider.

    What Will Happen to XRM?

    Looking at the Dynamics CRM application specifically, there’s been a reasonably good parity between the Online and on-premises editions when it comes to the core XRM platform features. With all of these new integration points and platform layers now being developed for weaving together the complete Dynamics 365 service, it raises the question of whether the “core” really is inside XRM anymore or is it being actively replaced by something completely different?

    While I don’t think Dynamics 365 signals the death of XRM, it certainly does give a clear indication about how it is positioned in Microsoft’s new business application platform architecture. It’s what the individual apps are still built on (sales, project service, field service, portals, Voice of the Customer and so on) but it may not deliver the full user experience anymore. The users may interact with data through a purpose built PowerApp rather than the standard CRM client apps. The business process automation may jump across different apps via Flow, with CRM workflows handling only a part of it. The process metrics will frequently be monitored and analyzed with Power BI charts and not the CRM dashboards. I don’t think the 365 platform will overnight replace too many of the traditional XRM features, but it will undoubtedly set a boundary for feature development at Microsoft’s end if the new capabilities could be leveraged also outside the XRM apps.

    The arrival of a Dynamics 365 SDK means that the wider ecosystem of partners and service providers who wish to connect with customer organizations using Dynamics 365 may well choose to integrate their apps via this new API and not the XRM specific Web API, as modern and RESTful as it might be. Without knowing the exact services available in 365 it’s of course impossible to say yet what functionality would move to the CDM part of the platform, but since the whole point of CDM is to make it easier to connect cloud apps together, that’s where much of the development effort will naturally gravitate towards. Extending a specific 365 app like Sales with new UI level functionality will surely still require XRM developer skills, similarly as modifying the Operations app’s logic requires knowledge of X++ (the programming language for AX). Now, if you’re an XRM developer with no experience of AX, imagine being tasked with building a custom feature that needs to talk with both the Sales and Operations apps. Would you rather dive right in to learning X++ or start by exploring the common 365 platform SDK instead? Exactly. That’s how our solution design practices get disrupted: first gradually, then suddenly.

    XRM_cow_managementHonestly, the direction that Microsoft appears to be taking with Dynamics 365 makes perfect sense to me, and I see it as a brighter future for Dynamics CRM to be a part of this cross-application business platform – rather than a self-sustained “any relationship management” toolkit. No matter how awesome it is, XRM can’t do it all. It could certainly use a lil’ help in certain areas where Microsoft has more advanced tools available. If the new platform gives a wider set of options for me when designing solutions for customers then sign me up for it! Even if the administration experience or depth of functionality may not be on quite the same level when working with a set of connected applications sitting on top of CDM rather than a single XRM solution, it’s probably a price worth paying in the long run.

    Dynamics 365 explains a lot of the shortcomings with the current pieces of the MS cloud puzzle. Like: why must Power BI try and consume the CRM Online data via the slow OData endpoint when Microsoft could surely open up a shortcut between their two clouds? Well, here you go! The answer is that instead of taking the easy way out, a brand new Azure based architecture has been designed to support the current and future needs of CRM and other cloud business apps. It’s impossible for us outsiders to know all the different dependencies that the Dynamics 365 product strategy has had on the CRM feature roadmap, but it’s easy to imagine quite a few of them. I’m not expecting the floodgates to open with the initial release of Dynamics 365 this fall (more likely it’s a preview than a fully baked V2 platform), but I do expect the pace to pick up as the new strategy is executed on the commercial delivery side.

    How we’ll be able to transition an existing organization from Dynamics CRM Online to Dynamics 365 and connect to the Common Data Model is going to be a big question. I’m not worried about the application functionality really, as it might well be just a simple CDU experience of upgrading to the latest version. On the data model side, If there are some “best practices” implemented in CDM that don’t align with the customer specific entity model and attributes, then some refactoring of the existing CRM solutions may well be needed. While there may not be an immediate need to switch over, in the long run I expect there to be a number of services that target CDM specifically which cannot be used with a “legacy” CRM Online environment. As funny as it sounds, we may have indeed reached a point in the Dynamics CRM lifecycle where even the cloud based environments need a bit of a “reboot” to reach the next generation business application platform compatibility.

    It’s Always a Journey

    If we look at the history of Microsoft’s CRM software starting from 13 years back and analyze how the platform has evolved over time, we can see that up until the past couple of years, the progress made has been fairly product focused. Setting aside the app vs. platform debate on what the product is really about, the core package of what a Dynamics CRM server does has remained the same on a high level since the start, and I’d assume the story on the ERP side isn’t radically different either. It’s the world around it that has transformed into something quite different, and it’s this interface with the outside world of other apps and services where the most exciting stuff is happening.

    On the product code base level, Microsoft tried to merge their in-house CRM with the four acquired ERP products already over a decade ago with Project Green. As we now know, this never resulted in any “One Microsoft Dynamics” type of a platform nor new products being brought to market. When Satya Nadella (CVP of MBS at that time) was asked about why the ambitious initiative appeared to have stalled in 2007, his response was “we don’t have the goal of just convergence for convergence’s sake”. I can believe that while technically not an impossible task, there just wasn’t a clear enough business benefit for the customers to make them want to move into a single code base product merged from five existing applications, knowing how disruptive the migration could have been for their day to day operations. Fast forward ten years to the Dynamics 365 announcement and the business case now looks a lot more solid in this cloud era. Although the initial release of Dynamics 365 this fall is likely to be more of a preview than a fully functioning business application platform, it will already be a lot further in terms of visible platform harmonization than what Project Green achieved.

    While it’s easy to label almost anything in the IT business these days as “digital transformation”, there are quite a few signs that Microsoft is serious about aligning their set of different cloud products into a comprehensive toolkit for companies wanting to build and operate those digital business processes. How transformative will the end results be is something that we’ll see in time as the Dynamics 365 platform materializes. Whatever happens, Surviving CRM will be there to report on the progress of this journey!

    For a summary of what other community members have shared around the Dynamics 365 announcement and sessions from WPC, please have a look at this Sway presentation I’ve compiled from the #Dynamics365 tweets:

  • My New “CRM Rocks” Podcast Episode Is Out!

    My New “CRM Rocks” Podcast Episode Is Out!

    Do you enjoy reading news and thoughts from the world of Microsoft Dynamics CRM but wish that you could consume such content also in a “hands free” mode, by having someone talk about them rather than publish their thoughts in writing? Well hey: that’s what podcasts are for! If you’re looking for episodes to download to your favorite podcast app on your smartphone, then here’s a couple of channels to subscribe to: CRM Rocks by Markus Erlandsson, started already back in 2013, and a newcomer from this year called CRM Audio, hosted by everyone’s favorite CRM Tipsters: Joel Lindstrom, George Doubinski and Shawn Tabor.

    Why did I bring this topic up then? It just so happens that I’ve done yet another guest appearance on CRM Rocks! Yes, you might remember yours truly from classic episodes like “CRM 2013 User Interface Changes” or “Who Is The Customer in Your CRM?” This time I had the pleasure of joining Markus in the studio and discussing a topic I had blogged about a while earlier, meaning The State of Microsoft Dynamics CRM in 2015.

    CRM_Rocks_State_of_Dynamics_CRM_in_2015

    The topics on our agenda for this episode included the following:

    • Release cadence & CRM 2015 Update 1
      • Office 365 integration points with Excel Online, OneNote, Office Groups
      • The arrival of the CRM web client for Outlook (3 years after its announcement)
      • Cloud first: why is on-premises lagging behind
    • The new organization structure at Microsoft
      • Dynamics moving from the old MBS unit to Cloud + Enterprise
      • Why CRM product development needs better alignment with MS Data Platform
      • The remaining divide between Office and Dynamics
    • Microsoft & Salesforce partnership
      • New MS co-opetition strategy on devices, now also in the business cloud
      • What the rumored acquisition of Salesforce would have meant
      • The two horse CRM race and competitors pushing each other to innovate (and imitate)
    • CRM 2016 Release Preview Guide highlights
      • New modern API & next generation web client
      • Improvements in document generation and content search
      • Mobility with offline, task based applications

    Yeah, so many interesting things going on in the world of Dynamics and only an hour to discuss them. So, what did Markus and me end up covering in our talk? There’s only one way to find out and that is listening to the latest episode of CRM Rocks. By the way, if you have any thoughts on who you’d like to see (well, hear) make an appearance on the show and what CRM related topic should get some air time, then be sure to leave a comment either here or ping Markus directly.

    Oh, I almost forgot to mention: I also took part in a recent CRM MVP Panel on MSDynamicsWorld.com with Chris Cognetta, Donna Edwards, Alex Fagundes and Gretchen Opferkew. We talked about some of the same topics as in the podcast, with a focus around the upcoming Dynamics CRM 2016 release and how to prepare for it, so in case you missed the live event, be sure to check out the recording available on YouTube.

  • The State of Dynamics in 2015

    The State of Dynamics in 2015

    There’s been a lot going on in the world of Microsoft Dynamics during the past few months. As the summer vacation period is now here for many of us (hopefully), this feels like a good moment to reflect back a bit, discuss how the world has turned and share some thoughts on what I think it potentially means for people working with Dynamics CRM. The topics I’ll explore in this post are:

    • Practical impact of the cloud for Dynamics CRM customers
    • Dynamics as a business for Microsoft
    • The intersection of CRM and Azure
    • The platform aspects in the Dynamics CRM product

    CRM at The Speed of Cloud

    For a long time Microsoft had to work hard in convincing customers that their CRM Online cloud offering was functionally on par with the on-premises version, instead of it being a “Lite Edition”. After all, how could a public cloud service ever offer the same level of customer specific customization as the application bits sitting on your very own server’s hard drive? “The power of choice” as a unique selling point for the Dynamics CRM platform has certainly played a central role in reducing the perceived risk of choosing Microsoft over some other cloud-only vendors or traditional enterprise software rooted heavily in the isolated server environments. While this still remains an advantage, it’s less strategic these days when the cloud is the clear default in the minds of most customers.

    During the past couple of years MS has been applying a policy where many of the new CRM features become available first in the cloud. Not only does this make logistic sense for MS as they can control the application delivery more tightly and reduce the time it takes to get a feature from design to deployment stage. It also caters for the kind of audience that is likely to be more receptive to application updates in general, meaning the organizations who have already made their leap to the cloud – or who have never known any other way. This crowd won’t get so easily paralyzed with changes that affect how their tools work and they’re also more likely to adopt new services and features. This in turn helps Microsoft gather user feedback much faster, collect telemetry data from application usage, author case studies highlighting the business benefits from latest product releases, and so on.

    Now, since the cloud has become the default deployment option, it does still mean that not everyone who’s “up there” will want to immediately deploy the latest version once it becomes available. Luckily Microsoft has made some great improvements on how CRM Online customers can manage their environments, effectively building the capabilities for the next generation “power of choice”. For starters, the latest update policy now states that “in Spring of 2015, customers will have the choice to take the two updates as they become available, or take only one update per year.” Thanks to the features available for non-production (sandbox) instance management it’s also easy for customers to create copies of the CRM Online production org and test the upgrades as many times as needed before go-live. What used to be a scary leap of faith into a cloud platform where MS decides what happens to your precious CRM is changing more and more into the “on demand” type of service that you’d expect from the cloud, also in the deployment administration side of things.

    CRM2015U1_Groups

    The latest CRM Online 2015 Update 1 (a.k.a. Spring ’15 Release, codename “Carina”, version 7.1) has made it very clear how the cloud accelerates also interoperability between different applications. Being an Online only release, v7.1 has allowed MS to introduce a great number of new features that don’t live purely within Dynamics CRM but rather Office 365. OneNote integration leverages the SharePoint Online server-side sync, similarly as Folder-based Email Tracking relies on Exchange Online sync. The new CRM App for Outlook is also delivered via Exchange Online into OWA and Outlook 2013. The ability to open views in Excel Online for editing right inside the browser window and submit back the changes is naturally all thanks to Office Online. The brand new Office 365 Groups collaboration feature is, you guessed it, all orchestrated by the O365 platform. So, even though there are many important enhancements in CRM v7.1 application itself, this release really does highlight the fact that if you’re using CRM Online but not taking advantage of other Office 365 applications yet, then… Well, perhaps you should consider if your strategy with productivity tools is giving the best return on your investment.

    Another thing that has also become more apparent is that it’s not just a single batch of CRM application bits that gets delivered in a release. The dependencies to related systems have meant that some of the new features announced for Spring ’15 have rolled out only after the CRM v7.1 application and DB updates became available. Certain features like the CRM App for Outlook or the new CRM for Phones still aren’t available, even though we’re in CY15 (calendar year) H2 already. As the cloud service starts to consist of a growing number of separate components and each product has rapid release cadence instead of a 3 year plan, we’re bound to see more of a continuous stream of updated functionality instead of big bang launches.

    MS Business Applications Reorganized

    This leads us conveniently to the hot topics related to the organization around Microsoft Dynamics. As many of you must have noticed, Satya Nadella announced a major reorganization of MSFT leadership team in mid-June. For the Dynamics folks, here’s a quote of the most relevant part of the press release:

    “Executive Vice President Scott Guthrie will continue to lead the Cloud and Enterprise (C+E) team focused on building the intelligent cloud platform that powers any application on any device. The C+E team will also focus on building high-value infrastructure and business services that are key to managing business processes, especially in the areas of data and analytics, security and management, and development tools. As a part of this announcement, the company will move the Dynamics development teams to the C+E team, enabling the company to accelerate ERP and CRM work and bring it into the mainstream C+E engineering and innovation efforts.”

    In short, MBS is no more and its leader Kirill Tatarinov will “explore what’s next for him”. Microsoft Business Solutions unit was always a bit of an island at MS when observed from the outside, and I’m sure people inside will have run into plenty of invisible walls that haven’t exactly helped in delivering the very finest business applications that seamlessly connect with everything else Microsoft builds. Now the engineering, sales and marketing functions for Dynamics CRM and ERP products will be consolidated into the broader MS organization, with Scott Guthrie (C+E leader), Kevin Turner (COO) and Chris Capossela (CMO) taking care of the Dynamics business. There’s an excellent piece written on the reorg from Dynamics perspective by Frank Scavo, which I encourage you to read for further details: Microsoft Unbundles Its Dynamics Business Unit.

    Guthrie_Azure

    Throughout the history of Microsoft’s ERP and CRM product lines, there’s pretty much always been speculation about whether MS would spin off the MBS business if the right amount of money was offered for it. Being an island of its own certainly helped in envisioning how such a transaction could take place, since the bidder would have gotten not just a piece of source code but the whole organization and partner network around the products. When you put your Dynamics CRM glasses on (hey, even I don’t wear them all the time!) such idea never seemed like a very happy path for neither MS nor the potential buyer. There’s hardly any other product in the MS portfolio that pulls in such a broad range of the Microsoft technology stack when deployed for a customer organization, so trying to untangle it from these roots would be potentially disastrous for the product, in addition to causing MS to lose far more revenue than direct CRM license sales. I can’t speculate much about the Dynamics ERP products due to lack of hands-on experience in deploying them, but spinning off Dynamics CRM after the most recent move seems even less likely than it was to begin with.

    Nadella_BenioffThen again, we should keep in mind that just a while ago Nadella was seriously considering to acquire its nr. 1 competitor, Salesforce, if we are to believe the reports about the $55 billion offer made. If the results of these talks would have been different, we might have been now talking about Microsoft with not just 1 CRM and 4 ERP products but with two huge CRM platforms in its pocket. Not to mention all the underlying infrastructure and technology with which Salesforce competes with Azure, the world’s largest developer conference Dreamforce etc. This would have surely been a very different “State of Dynamics” post in that alternate reality. So, it’s good for us to keep in mind that at the end of the day it’s really just business, not software, and strange things can happen when the big boys are competing with one another.

    The Dynamics of Azure

    Back to the present day, what we now know for sure to be the near term agenda for Microsoft is to move the Dynamics CRM and ERP engineering teams to the Cloud + Enterprise group. So, what do they actually build there in C+E? Well, obviously anything to do with Azure, for starters. Then there’s the server & tools side of things, like SQL Server and Visual Studio. Power BI and BizTalk must also be familiar names for anyone who’s worked in Dynamics CRM projects. What doesn’t fall under C+E is all things Office, meaning products like SharePoint, Exchange, Skype, OneDrive and other productivity tools commonly found from Office 365 subscriptions – and naturally used alongside Dynamics CRM. So why is Dynamics being grouped together with the platform tech and not the productivity apps?

    Nadella_IntelligentCloudC+E is actually the group that Nadella used to run before being appointed as MSFT CEO. In case you’ve forgotten, Nadella was also leading MBS up until spring 2007 (at which point Kirill Tatarinov was appointed as his successor). For old times sake, here’s a snippet from his farewell post on the “Frontiers of Business Applications” blog:

    “We made tremendous progress with Dynamics ERP, CRM and Office Small Business product lines. Six years ago we were not a player in biz apps… the acquisitions in ERP got us to leadership position in mid market and now we are contender in Enterprise. CRM has helped us grow the fastest server product line in Microsoft’s history and now poised to offer “choice” of LIVE service.”

    I think it’s safe to say that Nadella understand a fair bit about not just the Dynamics of Microsoft’s CRM & ERP but also the general market dynamics behind how organizations today are deploying, extending and integrating their business applications. If we look at all the shiny new things that C+E has been launching into their cloud back-end portfolio, like Azure App Services or the Azure IoT (Internet of Things) Suite, then it’s not so difficult to envision that technology like this will also need front-end services for organizations to adopt them as part of their core business processes. If these processes happen to be managed with Dynamics applications today, then hey, perhaps Microsoft could do something on this front to speed up the adoption, right? Reading this blog post from C+E Chief Strategist James Staten sure seems to indicate that Redmond is well aware of the business opportunity.

    How soon will we see concrete evidence from Scott Guthrie and his team that being part of the C+E organization means Dynamics “C&E” (as in CRM & ERP) customers will gain new some next generation capabilities into their own business applications? Knowing the current release cadence with MS products, I hope this reorg would have already started to show up as new priorities being reflected in the backlogs of various product teams in C+E. The thing is, we don’t even need any brand new product features for Dynamics specifically, but we sure could use some higher visibility for Dynamics as the go-to solution for demonstrating how the MS cloud stack can be put into use in practical terms.

    For example, the Power BI story has been unraveling far too slowly for any Dynamics CRM Online customer that would have been interested in leveraging MS products for some cloud based data analytics. Commercial offerings like the Sales Productivity license promotion have been bundling these products for a long time, yet there’s been very little you’ve actually been able to do with the two together, due to lack of support for CRM Online as an automatically refreshable data source. Another example could be Azure Logic Apps, which were announced back in March, but as of today Dynamics CRM or ERP connectors are still unavailable for anyone wanting to configure these workflows to connect with their cloud business applications. Fine, you can support Salesforce and other partner solutions at launch time by all means, but punishing customers for choosing Microsoft is something I hope the new C+E family will put an end to.

    Azure_Logic_Apps_Dynamics

    Platforms and Products

    Back in the early days of XRM a.k.a. “Any Relationship Management” the concept of having Dynamics CRM serve as the foundation on top of which organizations could build their own relational business applications and potentially replace legacy LoB systems sounded perfectly valid. The XRM idea was conceived in the on-premises days, though, where the business owners couldn’t just go and subscribe to a cloud app of their choice to solve their problem with a bit of shadow IT. Sure, they could have also requested an XRM org to be customized for this purpose, but 99% of them probably weren’t familiar with the concept. Oh well. The capability is nevertheless there in the platform that all Dynamics CRM applications run on today, and MS even hinted at more emphasis being put onto the XRM toolkit during Convergence 2015 presentations.

    These days when we think of business application platforms, the image in our minds isn’t probably limited to just a relational database with a few entities and forms for data entry. Thanks to the aforementioned explosion of cloud apps and our many mobile devices, the modern platform concept is, in my humble opinion, a network of connected services that allow you to get your job done, no matter where you are or in which particular app you are. So, rather than looking at how the business application itself is implemented on a technical level (as an XRM solution package deployed to your company’s CRM Online org, for example), in practice more important questions are how does it relate to the other apps the business is using, how it communicates with the outside world and how it fits with the workflow of the end-to-end business process? When observed from this perspective, some might argue that Office 365 with its growing collection of integrated apps is actually more of a business application platform than CRM is.

    Office_365_app_launcher

    Do I see CRM turning into just another icon in the O365 app launcher then – becoming a packaged, ready-to-use product like OneNote or Sway? No, and I think the new organization structure at Microsoft also highlights the fundamental difference between such products. Sure, MS is investing more and more resources in making Dynamics CRM more easily approachable as a “mainstream” product, by creating sites like the new Microsoft Dynamics CRM Online Onboarding Success Center​​ (for comparison, check out the Office 365 Onboarding Center).  We’ll surely see increasing effort put into lowering the entry barrier for especially SMB customers as MS tries to become less reliant on their Dynamics partner network to acquire and retain customers for CRM. The way I see it, turning Dynamics CRM into a packaged application that you can just sign up for and start using for common tasks that businesses tend to perform with their customer and sales data sounds both like a low hanging fruit and mission impossible at the same time. Sure, in terms of application features Dynamics CRM is ready to cater for a whole variety of different types of guests, but just like people do not prefer dining with a Swiss knife, I think there will remain the need for experts to plan the correct eating utensils for the meals, present them on the table and if needed, instruct how to operate them in the most elegant manner. Anyway, making the whole process of attending this grand CRM dinner more straightforward and educating the guests on what they can expect to find on the menu will surely benefit all the parties, so hopefully this type of mainstreaming will be done for Dynamics CRM.

    If we accept the fact that Dynamics CRM is still very much a platform in itself (although delivered under the broader O365 platform), then we must also acknowledge that the platform part doesn’t means just building customer specific XRM deployments. Strategically an even more important factor for Microsoft is the number of partners that develop solutions for connecting Dynamics CRM with their services and apps. Although there are a number of established ISV’s operating in the Dynamics ecosystem that offer the kind of add-ons and integrations that are essential ingredients in today’s CRM implementations, I think it’s safe to say that when it comes to the amount of apps available for Dynamics CRM customers to buy, we’re nowhere near the level that could have been expected back in 2011 when the current solution framework and the Dynamics Marketplace were introduced. It’s also far too common to see vendors develop a v.1 app and then not invest sufficiently in maintaining it as the CRM platform evolves (at an ever growing speed, thanks to the cloud era).

    crmwatchlist_eliteBroadening Microsoft’s own offering to marketing automation, social channels, customer service and other recent additions in the Dynamics product family has surely helped in improving the credibility of Dynamics CRM as an enterprise level player (that has a distinct Enterprise licensing tier now, compared to many years of “all you can eat” pricing model). We’ve also seen announcements from the Dynamics team about partnerships formed with established players like Adobe and Lithium, with the promise of more announcements to follow in the near future. I’m sure these are all beneficial moves for Microsoft in their broader strategy for CRM, validated by evidence like the CRM Watchlist 2015 Elite award from Paul Greenberg (a.k.a. Mr. CRM himself) where he’s confident in stating that “Microsoft gets ecosystems”. This just isn’t quite enough, in my humble opinion, if MS isn’t able to attract and grow the kinds of ISVs that will help the Dynamics CRM customers to connect with the latest services that the “cool kids” out there are using, or affordably bridge the smaller functional gaps that aren’t strategic for MS in terms of the Dynamics CRM product roadmap. As Greenberg also states in his Watchlist results analysis:

    “Microsoft has to be much more cognizant, consistent and proactive about seeing their Dynamics product portfolio as an end to end platform – which will make them competitive in the 21st century.”

    This is the area where I place my biggest expectations from the new MS organization structure to make some visible changes. If we observe what Scott Guthrie and the numerous product teams under Cloud + Enterprise have managed to do to Microsoft’s image in the eyes of the broader developer community in the past couple of years, by open-sourcing their work as well as embracing existing standards rather than inventing their own, then that’s certainly the kind of whole new appeal and earned good will the Dynamics ecosystem could use, too. Making Dynamics CRM more accessible for new vendors to connect with and build their IP on, while at the same time increasing its financial attractiveness by better driving customers to explore the add-on market offering is the kind of virtuous cycle that a thriving business application platform truly needs. If the new “mainstream” position of Dynamics in MS’s portfolio means that the CRM & ERP products would be considered as the de facto tools for solving the business agility challenges that MS talks about when pitching its Azure technologies, this would also help a lot in solidifying Dynamics as the premier platform to build your business processes on.

  • Synchronization vs. Tracking: Understanding Activity Management Options in Dynamics CRM

    Synchronization vs. Tracking: Understanding Activity Management Options in Dynamics CRM

    Long before a company has any CRM system in place they will already have a bunch of customer facing activities like emails and appointments in the personal mailboxes and calendars of their employees. Once a CRM system is implemented, these activities will not magically disappear but rather they will continue to be a key element in how the customer relationships is managed on a practical, day-to-day level. Typically companies would like to have these communications stored in the CRM database to accumulate a better understanding of both which customers are being contacted by which representatives of the company as well as the detailed information of what’s been said and agreed with the customer in these acts of communication.

    CRM_2013_Activities

    Maintaining two separate systems for entering the same information is never an attractive option for information workers who just wish to stay on top of their daily agenda and commitments, without having to worry about keeping multiple calendars in sync manually. Rather than entering an appointment in your own calendar first, then entering the same data into your CRM system for activity tracking purposes, every single user would rather have the ability to promote their selected calendar entries related to customers into their CRM system for meeting the activity reporting requirements expected by their managers. Similarly, instead of copy-pasting information from their inbox onto forms in a CRM system, anyone presented with the option to click one button in their inbox and get the full message tracked into CRM would surely prefer to take this route.

    This has been one of the founding principles behind the design of Microsoft’s CRM system since day one. With the market dominance of Microsoft’s activity management related software both on the client (Outlook) and server side (Exchange), making the flow of this data across different systems as seamless as possible can be seen as a low hanging fruit to grab when entering the CRM market with the Dynamics product. Looking back, offering users the possibility of remaining within their familiar and personal Outlook inbox and tracking information into the organization-wide CRM database has been a very compelling user experience at best. Yes, regardless of the countless hours I’ve had to spend solving Outlook related issues during my professional career in CRM, I’m still perfectly willing to admit that this type of UX is definitely worthy of pursuing in a CRM product, because it’s simply how it should work.

    How Dynamics CRM actually tracks your data

    What most organizations planning to deploy Dynamics CRM often find surprising is that up until CRM 2013 there hasn’t been much functionality on the server side related to managing the flow of activities between different systems. Even though Microsoft owns both Outlook and Exchange, they have decided to build deep hooks only onto the client side of Outlook and not the server side of Exchange. The positive side of this is that you don’t necessarily need an Exchange server for leveraging most of the activity management features of Dynamics CRM. The downside has been that you very much need the CRM Outlook client in place for things to work as you’d expect.

    When it comes to sending and receiving email, the CRM Outlook client can act as the component that takes care of all the inbound and outbound emails for CRM. However, for any organization that needs to have emails flowing directly into CRM (such as a customer support email address that feeds items into a CRM support queue) or relies on workflow based email notifications to go out even when the Outlook client of an individual user is not connected to a network, the deployment of the Dynamics CRM Email Router has been in practice a compulsory step to take. Again, this component is independent of Exchange server and can be used also with other email systems via SMTP or POP3 connections. The Email Router can replace some of the email management features of the CRM Outlook client (but not all, we’ll get to that later) and basically “email enable” your Dynamics CRM server, so that it can independently communicate with the outside world via email.

    One thing to note is that even customers who’ve chosen CRM Online as their deployment model instead of deploying an on-premises Dynamics CRM server have needed to separately deploy the CRM Email Router if they wish to send/receive email from/to CRM Online without routing all of the messages via the individual Outlook clients of their CRM users. Microsoft doesn’t offer an “Email Router in the cloud”, so you’ll either need to have a local machine available for deploying the router (doesn’t even need to be a Windows Server, also client OS like Vista or Windows 7 are supported) or get a virtual machine from some hosting service, such as Windows Azure. You can leverage the Exchange Online service in your Office 365 subscription for the actual email delivery, but the CRM Email Router cannot be purchased as a service directly from Office 365.

    CRM_2013_Server-side_SyncWith the latest CRM 2013 release Microsoft has started to address these challenges of dependency on either client machine components (Outlook client) or on-premises servers (Email Router) by introducing a feature called Server-Side Synchronization. This allows the Dynamics CRM server to communicate directly with the Exchange server, effectively replacing the email sending and delivery features of the CRM Email Router. In addition to that, server-side sync can also handle other Exchange items like appointments, tasks and contacts, which can also now flow between the CRM database and the users’ calendars and address books on various devices without any central dependency on a client-side component like the CRM Outlook client.

    Great! CRM 2013 server-side sync solves all our problems! End of blog post! Well, not quite. We’re actually just getting to the reason why I’m writing this post, which is the surprising complexity behind understanding the detailed feature sets of the various components that aim to deliver the seamless one-click UX that I was talking about earlier on. Based on what we’ve discussed so far, here’s how the big picture of synchronization methods for CRM 2013 looks like:

    CRM_2013_Synchronization_Methods_small

    As is often the case, the devil is in the details, so let’s proceed with pointing out the “gotchas” that you need to be aware when planning on managing activities in a Dynamics CRM environment. (more…)

  • eXtreme CRM 2013 Rome takeaways

    eXtremeCRMThere are no more Microsoft Convergence events held in Europe, but luckily the eXtreme CRM organization has stepped in to arrange a bi-annual conference where all the Dynamics CRM professionals can meet up and share information & thoughts on what’s happening around the product and the surrounding ecosystem. Last year in Berlin was the first time I attended the eXtreme CRM conference and this year it was time to head down south to Rome for eXtreme CRM 2013. Here’s my travel report from the event, focusing on the product roadmap details that were revealed and the direction that Microsoft Dynamics CRM seems to be heading towards, based on my interpretation.

    It’s been a bit rough

    The opening keynote by Bob Stutz, corporate vice president of Microsoft Dynamics CRM, was a somewhat unusual appearance compared to the traditional Microsoft way of highlighting their past achievements and future opportunities. From the European viewpoint, the typical US style keynotes often go over the top in building up hype for the success of the products, but Bob came onto the stage with a different kind of a message. Basically he apologized for all the problems that have surrounded Dynamics CRM recently: the delay of cross-browser support, CRM Online performance/reliability issues and the sad saga of recent Update Rollups being pulled.

    Bob_Stutz_eXtremeCRM_keynoteI think most of the MS partners in the room had shared the pain from these issues, especially when having to explain them on a day-to-day basis while working with customers. In the software business it’s of course nothing unheard of that  such problems may occur, but there’s been an elevated sense of frustration recently with the lack of information given to partners on what’s going on at Microsoft. Communication is the most effective cure in recovering from such events and I bet that it would have been far easier for all parties if there had been more transparent exchange of information on each of these issues earlier on, but it’s good to see the top management acknowledge this now and hopefully do what is necessary to straighten these things out.

    One thing that Bob Stutz promised to change was to return the Update Rollups back to pure hotfix packages instead of vehicles for new feature delivery that they’ve turned into after Microsoft adopted the agile release policy for Dynamics CRM shortly after the 2011 version came out. What this means in practice is that MS will need to come up with a new delivery vehicle for introducing the new features into on-premise CRM environments at least once a year. While this can potentially improve the stability of those environments, the gap between CRM Online and on-premise feature release schedule can also grow even larger as a result of this, which could introduce it’s own challenges through an increased platform fragmentation.

    The mobility story

    This time last year Microsoft made a big announcement of their upcoming “CRM Anywhere” prodcut offering. Following the aforementioned turn of events, the cross-browser support got eventually delayed up until Polaris / Update Rollup 12 while the mobile strategy was gradually revised, scrapping their planned partnership with CWR Mobility and opting to develop in-house mobile apps instead. Individual pieces of news around the mobility offering have become available during the past fall and now at eXtreme CRM 2013 Rome the following mobility roadmap slide was presented:

    Dynamics CRM Mobility Roadmap & Vision

    From this slide and the accompanying presentation I was able to pick out the following pieces of data:

    • The iPad Safari web client that was postponed from the actual Polaris rollout is arriving this month for CRM Online customers, on-premise support will be in Orion
    • Tablet devices will receive a dedicated app, not only the Windows 8 Sales Workspace but also a similar iPad native app appears to be scheduled for Orion, with further Service and Marketing apps in the horizon
    • iPhone and Android support will be limited to the Mobile Express client even after Orion, all the way until Leo
    • No details on whether Windows Phone will receive any new features in addition to the WP7 Activity Feeds app that was released a bit over year ago
    • Customization options as well as offline data support will be rolled out gradually to these clients

    One thing that Bob was emphasizing during the keynote was Microsoft’s decision not to charge additional licenses for access to these mobile and tablet applications. Choosing to take the longer route of build vs. buy in the mobile CRM gives MS a wider range of options to adjust their commercial offering to market needs, but the prolonged period of uncertainty means that many customers will also be postponing their investment decisions on mobile CRM deployment until they have facts available on what level of functionality is going to be baked into the core platform. At the same time ISV’s like Resco and more recently also CWR Mobility are working hard to be able to offer a HTML5 platform for developing customized mobile and tablet apps for Dynamics CRM for those customers who need to equip their mobile workforce with CRM solutions already today.

    Update 2013-02-16: Microsoft partners can now download the Microsoft Dynamics CRM Mobility Roadmap slide deck from PartnerSource (login required).

    From Polaris to Orion via Gemini

    The new “Flow” UI of Dynamics CRM has been rolled out to existing CRM Online customers. This has caused both a lot of excitement as well as anxiety, since the new design and integrations (Bing Maps, Yammer etc.) are very tempting to be demonstrated as the next generation user experience, but the feature set of Polaris takes away many of the standard customization options that rely on form event scripting. I’ve covered the Polaris new features & gotchas in a previous post, in case you haven’t had a chance to dig deeper into the updated CRM Online version yet. Just to repeat once more what I’ve been trying to emphasize ever since latest Statement of Direction document was released: on-premise customers won’t get the new UI with Update Rollup 12, it arrives in the Orion release.

    Orion_the_next_version_of_Dynamics_CRMWith that in mind, let’s get the big news out of the way before digging any deeper: Orion is not an Update Rollup or even Service Update type of a release, it is the next major version of Dynamics CRM. In his closing keynote Bill Patterson pretty much confirmed that it would be called “Microsoft Dynamics CRM 2013” (or 2014) for the on-premise customers. Not a whole lot of other details were shared, apart from the fact that the target release date is in Q3 2013. Although Bob Stutz was hesitant on giving any dates in his speech, July was mentioned more than once, but whether that refers to general availability or CRM Online is anybody’s guess as of now.

    Before that, we’ll have time for another star in the spring sky: Gemini. Yes, it looks like there will be even more frequent releases for CRM Online than previously communicated. Gemini arrives in Q2 2013 and will focus on bringing the Marketing Pilot features acquired last October available to Dynamics CRM users. The feature set was shown in a very brief run through of slides, since the network issues that plagued the whole eXtreme CRM 2013 Rome event held at Marriott Park Hotel forced Bill to skip the live demo and resort to screenshots instead. Not much can be said about what to expect from Marketing Pilot at this stage, but here are some facts I picked up: (more…)

  • Windows 8, Outlook 2013 and Dynamics CRM – part 2

    Back in August I wrote about my initial experiences of using a Windows 8 PC with Office 2013 to connect the Outlook client to Microsoft Dynamics CRM. During that time we only had the preview versions of both the OS and Office, so some quirks were naturally to be expected. Now that Windows 8 is generally available and also the RTM bits of Office 2013 can be downloaded from MSDN (with commercial launch expected by end of January), it’s a good moment to revisit the topic. Upon my latest test I came across a few configuration gotchas that I though might be useful to share for anyone who’s struggling with the same issues.

    Connecting to CRM Online with WLID

    Our official work setup is still on Windows 7 / Office 2010 level, but being the kind of eager early adopter that I am, my home PC’s have moved to the brave new world of Windows 8 some time ago already. I installed Office Professional Plus 2013 on a Windows 8 64-bit laptop that’s not joined to a domain, so my login credentials to Windows are linked to my Microsoft Account (previously known as Windows Live ID). In my first tests in August this was a blocker for using a CRM Online organization where the user’s WLID / Microsoft Account was different in CRM and on the local machine.

    Update Rollup 11 removed the need to manually enable Windows Identity Foundation (WIF) on Windows 8, but out of old habits I checked that it was available before configuring CRM. Launching the CRM client Configuration Wizard and selecting CRM Online on the Server URL field of the Configure Organizations prompt gave a familiar error: “Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials.” Just like before, it appears that the Configuration Wizard automatically attempts to use the Microsoft Account of the local user for logging in to CRM Online. Logging out of the account in Internet Explorer and then logging in to CRM Online in the browser didn’t seem to resolve the issue with the Outlook client connectivity, as a further error message was presented later in the Initializing the Organization phase:

    There is a problem communicating with the Microsoft Dynamics CRM server. The server might be unavailable. Try again later. If the problem persists, contact your system administrator.
    [Expanded Information]
    Unable to load the native components of SQL Server Compact corresponding to the ADO.NET provider of version 8082. Install the correct version of SQL Server Compact. Refer to KB article 974247 for more details.

    The KB article referenced in the error message discusses the following issue: “You receive an error message when you run a SQL Server Compact 3.5-based application after you install the 32-bit version of SQL Server Compact Edition 3.5 Service Pack 2 on an x64 computer.” However, downloading and installing the x64 version of Microsoft SQL Server Compact 3.5 Service Pack 2 for Windows Desktop didn’t resolve the CRM configuration error, so I opened a support ticket with Microsoft. They instructed me that I also needed to install the Cumulative Update 2 for SQL Server Compact 3.5 Service Pack 2, which is a hotfix that you need to request a download link to be sent to you by email. After my SQL CE 3.5 had been updated to build 3.5.8082.00, I was finally able to connect my Outlook 2013 with our CRM Online demo organization.

    Connecting to CRM on-premise with IFD

    During the previous test with CRM Online I had also tried to connect the Outlook 2013 CRM client  to our production on-premise CRM server that is IFD configured. I kept receiving the following error: “Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for more help.” Looking at the error details there was a message claiming “no credentials are available in the security package.” (more…)