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Archive for September, 2009

JavistaCRM – Solution Microsoft Dynamics CRM on your iPhone

September 16, 2009 Leave a comment

Javista team is pleased to announce the release of the new product: JavistaCRM: Microsoft Dynamics CRM on iPhone, which is a mobile solution of Microsoft Dynamics CRM on iPhone. The application is available for download from the iTune Store freely at:

http://itunes.apple.com/WebObjects/MZStore.woa/wa/viewSoftware?id=318294945&mt=8

Today, the requirements of mobility for workforces are more than ever, especially after the release of iPhone. We can never lose one second to get the customer’s information to convince the lead, to sign the contract, to offer the services and to schedule your calendar. You should love JavistaCRM, a mobile solution Microsoft Dynamics CRM on your iPhone, to move your business forward when your colleagues and you are on the road. 

JavistaCRM, which is developped by Javista technician team, targets to realize a Microsoft Dynamics CRM mobile solution and adapts to clients’ requirements: reach the critical customer information anywhere, anytime. Moreover, the encription makes your access the most secure possible.

Application icon

Main interface

The key features mainly include:

  • SSL 128bit encruption
  • View report freely
  • Real-time access
  • Meticulous details, nice user-friendly design
  • Powerful functions
  • High performance

In this version, you can get the records from the saleforce module, which includes Accounts, Contacts and opportunities. For the scheduling, Activities help you manage the Tasks, Appointments, Emails and Phone calls with your customers. Also, you can get the up-to-minute Reports concerning the sales to analyse the trends and make the planning.

The local database and the functionnality of synchronizing data with CRM Server Database enables the off-line and quick access. Wherever you are, just one click to get the information.

Now you could test all the functionnalities of JavistaCRM by ContactUs or Try 30 days free. Just leave your information, we will send to you all the documentatios and configurations to you as soon as possible.

We will continue the JavistaCRM introduction in the next days, please keep on concentrating on our blog.

For the latest information and updates about JavistaCRM, please visite our wite site: www.javista.com.

Kind regards,

Imad HAJJAR

Updating a Microsoft Dynamics CRM Record in a Read-only State

September 3, 2009 Leave a comment

Ever wonder how to update Closed or Completed CRM records like Activities, Quotes, or Opportunities that are in Completed, Won or Lost status using a supported method that does not require writing code or custom workflows? If so, here is a solution leveraging workflows in Dynamics CRM 4.0 which was not possible in the CRM 3.0 version.

I recently had a requirement to automatically update a field on an Opportunity and Quote record with a data value from the related Order when an Order was created. The date value is the Booking Date of the Order which is generally different from the date the Order is processed. Since I was aware that the related Quote and Opportunity would be in read-only status (Won) after the Order was created, per the business practice of the company, I knew the workflow logic had to include something like the below:

  • Update the Quote Status to Draft / In Progress
  • Update the Quote field per requirements
  • Update the Quote Status to Active
    • The Quote must be in Active Status in order to change it to Won status
  • Update the Quote Status to Won
  • Update the Opportunity status to Open / In Progress
  • Update the Opportunity field per requirements
  • Update the Opportunity to Won
  • Stop the workflow as Succeed

I began by creating a fairly simple workflow on the Order entity which included the steps above. Below is a snapshot of the workflow for reference:

As you can see, I set the Workflow Scope to Organization, selected to start the workflow when the Order field changed, and made the workflow available to run On Demand for testing and updating existing records. Using the Order field change as the trigger rather than when the Record is created, allowed me greater flexibility to ensure I was catching all changes and not just those generated when a new record was created.

After saving and publishing the workflow, I tested it on a few Order records. I gave the system jobs adequate time to complete and ran an Advanced Find query on the system jobs with the name of the workflow to ensure everything completed as expected. I included filtered criteria to show all systems jobs where the Status Reason; did not equal Canceled or Succeeded. The query returned a small set of records where the System Job was in Waiting Status.

I opened the System Job to see if I could identify the issue and discovered that the issue occurred because the user neglected to associate an Opportunity with the Order record. The job did not complete as expected since it could not find the related Opportunity record.

To address this scenario, I inserted a step in the workflow that first checks the Order record for the related Quote, sends an e-mail notification to CRM Admin if there is no related Quote, and cancels the workflow. I created a similar check for the Opportunity.

Please see the modified workflow screen shots for reference below:

To complete the change request requirements, I also needed to update existing Opportunity and Quote records with the required data value. Normally, one could simply use the default Order view of Active Orders, but this particular Company had Orders in both Active and Submitted status. To ensure I captured a full list of the Order records, I created an Advanced Find view on the Order entity and used the filter criteria: Order Status does not equal Canceled. I ran the workflow on the Order records and the workflow updated both the Quote and Opportunity records with the field data value as expected.

One item worth mentioning is that if you have a large record set to update, you may want to wait until after hours to apply the workflow or apply the workflow to a subset of records in stages to minimize performance impact. I had a little over 4 hundred records to update so it did not impact performance.

Thanks to Microsoft for the enhancements made to workflows, I use them frequently!

Cheers,

Donna Edwards