Tag Archives: Solution

5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – After Go-Live

CRM Blog 5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – After Go Live

The implementation process of a new CRM solution such as Microsoft Dynamics 365 does not end on the go-live date: afterwards, a continuous effort is required to ensure that your users make full use of the system and its functionalities. After all, an implementation project is only truly successful if it helps your organization achieve its business objectives, simplify its processes and increase its resource productivity.

But how do you ensure that users actually use your solution once it has been implemented? Here are 5 tips to drive user adoption in your organization and ensure that the solution keeps evolving with the needs of your users.

  1. Schedule follow-up training and review sessions. It’s important to schedule time for users to bring up any concerns, questions or issues they may have. You can also use the insights obtained during these sessions or in your user surveys to organize additional training sessions to address specific issues that have been brought up.
  1. Consolidate user feedback and data to assess your level of success. Compare the benchmarks and KPIs identified at the start of the process to your current numbers and see what areas need to be improved. Review surveys and listen to user feedback to assess their knowledge of the solution, then work with them on finding solutions.
  1. Encourage your end-users to get involved. Have them share tips and ideas as to how the solution can be used to improve their daily tasks and processes. Promote teamwork so that they can learn by helping each other. Hold departmental meetings where team members can brainstorm ideas to improve business practices.
  1. Have super-users available to answer day-to-day questions to avoid people reverting back to their old ways. Old habits die hard: users might find themselves finding workarounds or going back to their previous methods when they’re stuck. Having super-users readily available will help nip these tendencies in the bud.
  1. Show the positive changes to both end-users and management. Identify success stories and share them with the rest of the team. This will encourage continued adoption from the part of the users while also satisfying management by showcasing the return on your investment and improved KPIs.

With these tips, you will be well-equipped to ensure that your new CRM solution helps your organization achieve its objectives and maximize your return on your investment. For more information, Microsoft offers documentation to help your organization measure the success of its implementation as well as sample user surveys.

By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

How the Right CRM Solution Can Make Your Association’s Members Feel Like VIPs

CRM Blog How the Right CRM Solution Can Make Your Association’s Members Feel Like VIPs

How the Right System Benefits Your Members

Gathering, centralizing and delivering data about every interaction between the association and your members allows you to stay connected. When a member calls, you should be able to pull up a profile with information like:

  • The committees they serve on and their position.
  • The events they attended.
  • The donations they made.

With better information, you and the entire staff can show genuine interest without having to pretend you know more than you do.

The Challenge Your Association is Dealing With

If you are still using separate systems to manage events, dues, donations and social interaction, member information is fragmented. Without data consolidation there is no way to provide association staff with a complete picture of member activities and your constituents don’t get the personal attention that they deserve.

The Solution:

Make meaningful connections through systems that support:

  • Automated, personalized responses.
  • Shared member profiles across the organization for personal engagement.
  • Connection of social channel interactions with member records for complete data.
  • Tracking of all interactions with each member.
  • Alerts to support immediate responses when appropriate.

Learn how BroadPoint helps associations streamline processes and connect systems to better serve their members.

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Announcing the Power BI Usage Metrics Solution Template

Today, we want to highlight one of the newest solution templates available on AppSource, the new Power BI Usage Metrics Solution Template, built by our partner Neal Analytics.  It provides a comprehensive view of user activity across your entire Power BI tenant.  In addition to providing a detailed view of who’s creating, viewing, sharing or deleting content across all the workspaces in your organization, it also contains more detailed information around additional items like which items in your tenant are using premium capacity, what are the gateway names and types currently deployed, and the data refresh schedules currently setup for your reports and datasets.  It’s an invaluable new way for Power BI administrators to monitor and identify adoption and usage of Power BI throughout their organization.

84c8c7fa 767a 455f af1f dec29c117562 Announcing the Power BI Usage Metrics Solution Template

To set up this solution template you will need the following:

When deployed, the solution template takes advantage of the Office 365 Management API to access the audit logs for your Power BI tenant.  It’ll fully automate the entire data extraction and transformation for you and store that data in a Azure SQL database, which gets updated every few hours going forward, depending on the update frequency you select.   

Try it out & let us know

If you’d like to learn more about the Power BI Usage Metrics solution template, Adam Saxton has put together a new YouTube video that provides more details and a hands-on look at the solution.  Once you’re ready to get started, you can follow this link to go directly to setup page for the solution.  We’re excited to have you get started using this solution template from the folks at Neal Analytics. The team is always interested in any thoughts or feedback – you can reach us through our alias (pbisolntemplates@microsoft.com) or by leaving a comment on the Power BI Solution Template Community page.

Let’s block ads! (Why?)

Microsoft Power BI Blog | Microsoft Power BI

5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – User Training

CRM Blog 5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – User Training

In our previous article, we offered some tips to improve user adoption rate even prior to the implementation of a new CRM solution. That said, proper training tailored to the specific needs of end users is essential to ensure a high user adoption rate for a new CRM solution such as Microsoft Dynamics 365. The users of the solution need to become familiar with its features and processes before they can leverage its benefits to increase their productivity. No matter how much money your organization invests into a new system, if the training fails to address users’ specific realities, they will simply revert to their old habits.

The next 5 tips will help you tailor your user training to ensure that this doesn’t happen and that users obtain a full understanding of the system and how it will simplify their daily tasks.

  1. Give all users an overview of the system. Even if each team only uses part of the system, it’s important that all users get a feel for the entire system and navigate through it. Knowing how the entire system works will help them learn the processes relevant to their specific responsibilities and how they relate to other departments.
  1. Show users how the new solution can facilitate their daily tasks. If possible, introduce them to personalized dashboards and views, as well as advanced searches, so that they are aware of how the system can be tailored to meet their specific needs and facilitate the experience. Use customization options to reduce the time spent navigating between entities or records.
  1. Split training into small teams. This way, the training can be tailored to the users’ specific needs, roles and tasks, ensuring that the information is relevant. Moreover, users will be more likely to ask questions and pay attention if they are a part of small group.
  1. Prioritize tasks and set clear goals for the utilization of the CRM. Having clear objectives and tasks to master before moving on to the next will help users focus on what has to be learned. It also makes it easier to assess whether they fully understand how processes work, making it easier to define and adjust the rest of the training.
  1. Have your super-users give the training. At this point, user questions are usually more about the process and less about features. The super-users of the solution are in the best position to guide end-users through the process and ensure that they have fully internalized it prior to using the solution for their day-to-day activities.

By getting the proper training, your end-users will be able to leverage the functionalities and potential of the new solution to carry out their daily tasks and activities and improve their productivity. Should you find yourself in need of advanced or tailored training sessions, please communicate with JOVACO for more information about our CRM and Microsoft Dynamics 365 training sessions.

By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Announcing the Visual Studio Team Services (VSTS) Solution Template

Blue Margin, Inc., Microsoft Gold Partner in Data Analytics and Data Platform just released a VSTS solution template to provide project managers the insights they need to manage their portfolios. The VSTS Solution Template is an end-to-end data-management and business-intelligence solution that can be set up in just a few clicks.

Poor visibility puts your projects at risk and increases anxiety among your team. The VSTS solution template automates reports that identify when resources are overloaded, where bottlenecks are hindering progress, and what risks are increasing. All in near real-time.

Gain Actionable Insights

By connecting your VSTS instance to the solution template, you’ll gain immediate answers to questions such as:

• What’s my progress by project and across the portfolio?

• What is my distribution of Work Items by resource, project, and task stage?

• What percent of my Work Items are bugs, epics, features, issues, tasks, or case studies?

• What is the ratio of my Work Items by stage (Closed, Open, Resolved, etc.)?

• Which Work Items are outstanding, by employee, project, and date?

View Key Performance Metrics by story points, work complete, work remaining, and estimates.

f7f6f21f bb53 4ac0 bc25 171bd18b1f3e Announcing the Visual Studio Team Services (VSTS) Solution Template

Quickly identify Work Items that are past due, the resources assigned to them, and the projects in danger of falling behind.

995e8b02 3a41 4748 a9bb 7590157a5743 Announcing the Visual Studio Team Services (VSTS) Solution Template

bcc8fb11 70e5 4609 adf4 6976d1adfff7 Announcing the Visual Studio Team Services (VSTS) Solution Template

Dig into project bugs and figure out in what stages they predominantly appear, their severity, and who is responsible for resolving them.

7c26e056 ccb7 402f af00 7737b753153e Announcing the Visual Studio Team Services (VSTS) Solution Template

Development should be intentional and methodical, not reactive and frenetic. While VSTS helps you capture your project data and coordinate tasks and resources, Blue Margin’s VSTS solution template completes the picture by automatically-updating and pushing-out reports that highlight issues and opportunities on an exceptions basis.

Try It Out and Give Us Your Feedback

Blue Margin is releasing a free beta-version of the VSTS solution template. Download it, connect it to your VSTS instance, and immediately see your data come to life. Submit your feedback to vsts@bluemargin.com to provide insight into how the solution template is working for you. If you are interested in customization options, reach out to jon.thompson@bluemargin.com.

Let’s block ads! (Why?)

Microsoft Power BI Blog | Microsoft Power BI

New NetSuite Advanced Customer Support Transforms Traditional Support, Ensuring a Solution That is Always Optimized for the Business

websitelogo New NetSuite Advanced Customer Support Transforms Traditional Support, Ensuring a Solution That is Always Optimized for the Business

Posted by Todd Fitzwater, VP Customer Success, Oracle NetSuite

For years, businesses have been frustrated trying to get the full value out of their ERP systems. Software providers and consultants would come in to implement the system and things would be great. As the business evolves, either through growth, changes in the business model or acquisitions, the system no longer meets the company’s needs. Those systems either held the business back or required a new wave of consultants to come in to learn the business all over again and adjust the workflows, integrations and configuration. Changes to the business often necessitated new software modules, even new systems and re-implementations that can create hurdles for the business and hinder growth. And, with legacy on-premises systems, customizations could break with every upgrade. Additionally, with the release of new functionality, the customer was hard pressed to take advantage of these capabilities without additional significant investment.

NetSuite, which has already solved many of those problems with a cloud-based architecture that carries customizations forward automatically, has taken another step toward ensuring customers get the full value of their investment with a new support offering, Advanced Customer Support (ACS). ACS is a new approach to customer success, providing ongoing, proactive support and solution services for NetSuite customers, enabling them to scale and adapt to growth, new business opportunities and new competitive pressures, to maximize their use of the platform and the application.

With 40,000 organizations and subsidiaries running its software and two decades of defining cloud ERP, NetSuite has unmatched experience in cloud ERP. NetSuite understands that successfully advancing and sustaining its solution means going beyond a one-size-fits-all approach. Each business is unique, and support services should reflect that, understanding each customer’s environment and their specific needs.

Spanning three tiers — Monitor, Optimize and Architect — ACS provides a full spectrum of support across all NetSuite products, for all verticals and customer size, including:

  • Release management – The team works with customers to build awareness, offer guidance and facilitate testing for NetSuite’s two releases each year.
  • Performance and scalability – Customers get quarterly monitoring and assessment environment assistance to ensure the solution is running at peak performance.
  • Optimization – As businesses grow and evolve, the team provides ongoing solution advice, solution configuration and development advice for the SuiteCloud development platform, to ensure NetSuite is meeting all their needs.
  • Annual education pass – As part of this offering, customers receive the On Demand Annual Training Pass providing online access to the equivalent of all of NetSuite’s publicly offered on-line courses.

The new Advanced Customer Support offering, available to any customer on Premium Support, takes the support experience from reactive to proactive, ensuring the NetSuite solution is operating at the optimal level, mitigating risks and increasing ROI. With Advanced Customer Support, customers receive a named customer success manager and a named solution team that understands their business and solution environment, and provides proactive guidance and preventative services. With a committed team of customer success managers and a solution team that understands the environment, customers get faster response, optimized performance and reduced risk without having to fill out complicated SOWs, waiting for responses and constantly having to explain their business model.

To learn more about ACS, download the data sheet. Existing customers should contact their AMO.

Posted on Tue, February 13, 2018
by NetSuite filed under

Let’s block ads! (Why?)

The NetSuite Blog

IoT: The Solution To Improved Government Social Protection

278154 278154 h ergb s gl e1517945371237 IoT: The Solution To Improved Government Social Protection

Artificial intelligence is more than just a buzzword, and is now deeply embedded in our daily lives, whether we recognize it or not.

Simply put, machines are learning how to assist us with the tasks that we’d usually have to undertake, and they are getting incredibly good at their jobs, allowing us humans to do more. With machines now able to complete mundane tasks, we can focus on diving deeper into the things that previously we never had the time to accomplish.

Artificial intelligence in e-commerce

Since we live in a global economy where sales happen at all hours of the day and consumers can purchase goods from all over the world, businesses need to be operating on all cylinders, always ready to serve their customers. AI in e-commerce allows organizations to collect and analyze data in real-time, allowing businesses to be more efficient, and to personalize the customer experience based on what they know about that customer.


The ability of e-commerce sites to offer 24/7 support to their customers is thanks to chatbots. Providing a seamless brand experience, these bots have grown beyond their initial clunky replies to rather intelligent beings that can communicate effectively with visitors.

“More and more retailers are using chat bots on websites and through chat applications such as Facebook Messenger. Potential customers can communicate with them using speech and/or text. The bots will assess and answer customer questions, provide assistance in the selection process, and execute simple tasks,” notes Mark de Bruijn in his post on robots and AI in retail.


In the past, customer relationship management (CRM) heavily relied on people to collect and analyze data in order to best serve their clients. Today AI can quickly sift through countless data and accurately predict which customers are more likely to make a purchase, and how you can best engage with them.

“Being able to sift through and analyze years of customer data to pinpoint trends and tailor your actions is something we’ve been building towards for a long time. And now, it’s a task that tends to fall to our sales staff. But with machine learning, your advanced cloud CRM solution can learn over time to forecast and score deals with greater accuracy, freeing up those sales team members to focus on building and nurturing relationships that add value to the business. Sales reps will more easily reach their numbers, managers will see teams meeting and exceeding revenue goals. Machine learning offers the ability to simplify your organization by leveraging all this data you’ve collected,” Shalini Mitha points out in her post on AI being the future for sales.


Cohesiveness makes things run smoother, and IoT offers connectivity for all facets of daily life. From syncing multiple devices to programming your lights, washing machine, car, and appliances, while also monitoring city traffic lights and air quality, the Internet of Things is improving life around the globe.

Traditional B2C retailers and B2B retailers alike can benefit greatly from IoT innovations. Tim Clark muses, “Like so many other tech buzzwords, ‘innovation’ is ripe for ridicule. Overused and abused, it pretty much describes what every Silicon Valley start-up and stalwart is pushing. So what happens when you actually come across something innovative in the tech space? How do you describe it? Cool? Simple Useful?” In his post highlighting some incredible technology, Tim predicts that the future of e-commerce is undoubtedly more amazing than we ever dreamed.


No matter how much our world changes, commerce relies upon sales, pure and simple. AI can assist with the entire customer journey, from prospecting to a sale, to service after the sale.

Swati Sinha explains, “AI can generate accurate revenue forecast predictions at a macro-level for sales managers by providing insights into sales trends segmented by sales organizations, sales reps, etc. This can help optimize the resource allocation to build healthy pipeline, analyze team performance, and be cost-effective. With prescriptive insight managers can gain perspective into the underlying reasons for sales trends, as well as actions needed to improve sales.”

Product content management

From managing inventory to cataloging products, AI allows businesses to provide seamless customer experiences by tracking and organizing important data and materials.

“To deliver unique, yet consistent, customer experiences across every touchpoint, it is very important that you take into account product content management (PCM). Managing the complexity of a product that’s available across global regions should be done centrally and adapted locally, allowing customers to have a consistent experience, whether they are shopping in the store, or online, and no matter where they are located,” says Gaston Edreira.

Customer service

Outstanding customer service is crucial in this competitive economy. AI allows brands and businesses to focus on what matters most: Making the customer happy, and responding to their concerns, no matter the hour or day.

“A hybrid customer service environment finds that balance between man and machine. It leverages the best of AI while still utilizing agent knowledge and preserving customer context. While chatbots and machine learning techniques excel with Tier 1 service engagements by answering those common customer questions, they may not always have the answer to the more complex, situation or customer specific questions,” notes Lisa James.

“Since there will be fewer and fewer in-person interactions in the future, the importance of them will rise. Luckily, many routine tasks will be automated and customer service agents can concentrate on what they do best: Deliver value-adding personal service to your customers,” says Kirsi Tarvainen.


AI and machine learning doesn’t mean that the robots are taking over, though some feel this way. They aren’t frightening things; they offer opportunity to retailers to provide exactly what the customer wants, when they want it.

“Using AI, the representative can connect the dots to more intuitively help the customer. This doesn’t upset the customer. It saves them time and the frustration of explaining something repeatedly, rehashing details and trying to communicate their dilemma,” explains Michele Hackshall.

The future is now. It’s time to embrace AI for all that it has to offer the world of commerce and beyond.

For more on this topic, see The Future Of Customer Service = The Best Of Man And Machine.

This article originally appeared on The Future of Customer Engagement and Commerce.


Let’s block ads! (Why?)

Digitalist Magazine

Microsoft Dynamics 365 for Field Service – Custom Serialized Inventory Solution

Microsoft Dynamics 365 for Field Service – Custom Serialized Inventory Solution

Improve outcomes and save money
Are you responsible for a large organization with many employees? Do you run a small, niche business? No matter what the specifics of your situation might be, one thing holds true: every part in your inventory costs money. Keeping track of those parts is important for your bottom line, and it’s often easier said than done. Just as important as profitability, though, is the fact that your company needs to adhere to various regulatory standards and guidelines. Without a streamlined solution for serialized inventory, doing so can be a challenge.

If you’re like most of our clients who are using Microsoft Dynamics 365 for Field Service, you know how helpful the software can be. But, you’re also aware of its limitations. While it can improve your ability to streamline the dispatching of work orders and routing, you’re likely looking for a solution that will allow you to regulate your company’s parts at a serialized level: one that makes it easier to track your high value inventory.

At JourneyTEAM, we provide a custom serialized inventory solution for clients in a variety of industries, including electrical, maintenance, healthcare, heavy industrial equipment, and more. Our clients use our custom solution to keep up with every facet of their organization’s inventory, including parts that are worth many thousands of dollars. Our software solution makes tracking your inventory easier than ever.

Follow Your Parts Throughout Their Lifecycle
With JourneyTEAM, you can follow each and every one of parts at all stages of their lifecycle. Using our custom software, you’ll be able to track:

  • Work orders
  • Purchase order receipts
  • Inventory transfers
  • Inventory adjustments
  • Return to Vendor (RTV) receipts
  • Return Material Authorization (RMA) receipts
  • …and more!

Inventory 1 625x415 Microsoft Dynamics 365 for Field Service – Custom Serialized Inventory Solution

Our Custom Solution
JourneyTEAM works one-on-one with clients to design solutions that fit their specific needs. A case study illustrates how this works.

Not long ago, a medical devices service industry client came to us in need of an improved inventory tracking solution. They’d switched to Microsoft Dynamics 365 for Field Service some time ago, and while they were fairly happy with it, the software wasn’t meeting all of their needs. They were looking to scale their organization, and they needed a software solution that would allow them to maintain regulatory compliance.

After assessing their situation, JourneyTEAM designed a custom software solution and integrated it with their existing systems. We made sure that our software integrated with their ERP, CRM, inventory management, accounting, scheduling–in short, every aspect of their business.

Thanks to JourneyTEAM, this client finally had a serialized inventory solution that did everything they needed it to. They could track their parts’ service history, warranties, regulatory compliance, technician hours, and more.

We specialize in creating serialized inventory systems that are quick to integrate and easy to use. You can’t go wrong with JourneyTEAM.

Custom Serialized Inventory Solution for Your Company
Are you ready to experience significant improvements in all aspects of your business? A JourneyTEAM custom serialized inventory solution can:

1) Save your company time through a streamlined, easy-to-use interface

2) Make regulatory compliance easier than ever

3) Reduce your costs by improving parts management efficiency

4) Help you track warranties and other aspects of your inventory

Contact JourneyTEAM Today
Are you ready to find out more about how JourneyTEAM’s custom serialized inventory solution can work for you? Contact us today and find out how we can help your organization succeed.

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

5 astuces pour assurer un haut taux d’adoption des utilisateurs lors de l’implantation de votre nouvelle solution Microsoft Dynamics 365 – Avant l’implantation

CRM Blog 5 astuces pour assurer un haut taux d’adoption des utilisateurs lors de l’implantation de votre nouvelle solution Microsoft Dynamics 365 – Avant l’implantation

L’implantation d’une nouvelle solution CRM telle que Microsoft Dynamics 365 peut représenter un investissement substantiel pour toute organisation, autant en temps qu’en argent. Il importe donc que vos ressources utilisent le nouveau système afin que ses fonctionnalités et bénéfices permettent à votre organisation de profiter du meilleur rendement possible sur son investissement. À cette fin, plusieurs mesures peuvent être prises avant même le processus d’implantation pour assurer un haut taux d’adoption de la solution par les utilisateurs ainsi que des processus simplifiés et une productivité augmentée à long terme.

Cette série en trois parties offre des trucs et astuces pour augmenter le taux d’adoption de la solution au sein de votre organisation, lesquels peuvent s’appliquer tout au long du processus d’implantation, incluant avant et après l’installation. Voici donc 5 astuces pour vous aider à choisir la solution CRM qui répondra le mieux aux besoins de votre organisation et de vos utilisateurs finaux.

  1. Avant de commencer, sondez vos utilisateurs et identifiez les indices de performance clé que vous souhaitez améliorer. En ayant des critères spécifiques établis dès le départ, vous pourrez plus facilement juger si le projet d’implantation est une réussite. De nombreux éléments peuvent être mesurés : la satisfaction des utilisateurs, les coûts d’opération, la productivité, la collaboration, l’engagement des employés, etc.
  2. Faites appel à un consultant pour vous aider avec la gestion du changement. Bien qu’il puisse être tentant d’éviter les coûts additionnels qu’un consultant représente, vous économiserez à long terme en évitant les dépassements de budget et d’échéanciers. Un expert en gestion du changement peut aussi vous aider à mettre en place la structure nécessaire pour assurer que vos utilisateurs finaux reçoivent la formation appropriée.
  3. Travaillez avec votre partenaire d’implantation afin que la nouvelle solution suive vos processus existants et non l’inverse. Ceci facilitera la formation des utilisateurs et optimisera leur productivité et efficacité puisque votre nouvelle solution soutiendra la méthode de travail actuelle de votre personnel. Prenez soin de choisir une solution qui pourra croître avec vos affaires et soutenir les processus de votre organisation même dans 5, 10 ou 15 ans.
  4. Assurez-vous que vos utilisateurs comprennent pourquoi votre organisation implante une nouvelle solution CRM. Les utilisateurs finaux ne sont jamais bien heureux de voir leur routine quotidienne chamboulée et d’avoir à apprendre à naviguer et utiliser un nouveau système. Il est donc important qu’ils comprennent quels sont les objectifs de votre organisation et comment la solution aura un impact positif sur leur succès individuel ainsi que celui de l’organisation.
  5. Impliquez vos ressources dans le choix de la solution. Des démonstrations et des présentations peuvent faire en sorte que vos ressources se sentent impliquées dans le processus dès le début. Il y a plus de chances qu’elles voient le changement d’un bon œil si elles ont l’impression que leurs commentaires ont été pris en compte.

Ces astuces vous aideront à assurer que la transition vers la nouvelle solution se fait tout en douceur. En comprenant votre vision et comment le système pourra les aider à long terme, vos utilisateurs finaux seront plus ouverts au changement et à l’utilisation de la nouvelle solution. Pour plus d’informations, lisez notre article pour savoir Quoi prendre en considération avant de débuter l’implantation de Microsoft Dynamics CRM.

Par JOVACO Solutions, spécialiste de Microsoft Dynamics 365 au Québec

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Missing App URL Suffix after importing app via a solution

I recently ran into an issue with a customer that wasn’t well documented, so I wanted to share via our blog in case others run into this issue.

Scenario: My customer created an application in v8.2 (Works the same in v9) and added an App URL Suffix so that they could access the app directly by going to https://.crm.dynamics.com/Apps/.  Next, they wanted to move that app via a solution file up to a higher instance (ie: Dev to Test).  They created a solution file and added the App and sitemap to the solution.  They exported the solution and imported into the higher instance.

Result: The application imported successfully.  However, the App URL Suffix was blank and greyed out so that they couldn’t add it back in the App Designer | Properties area.

This is “by-design” as there isn’t currently a way to detect if that App URL Suffix is already in use in the destination instance.  So, we clear this out and you can still access your application by going to the My Apps area, but just not directly via the URL above in the source instance.  I have submitted a bug to get this experience improved in the future and also logged a CRM Idea that could use your vote.  https://ideas.dynamics.com/ideas/dynamics-crm/ID0003757

Workaround: The good news is that there is a workaround that exists in both v8.2 and v9 today.  You can go to the My Apps area (https://.crm.dynamics.com/Apps) | Locate your App | Select “Manage Roles” | Expand “App URL Suffix”.  From there you can enter the desired URL in the destination instance, save and publish.   This will allow you to access your app directly from your URL again like you did in the source instance.

Hopefully this helps to get you out of the same jam that I was in with my customer this week.

Shawn Dieken

Follow the conversation:
@pfedynamics | http://www.pfedynamics.com

Let’s block ads! (Why?)

Dynamics CRM in the Field