Facilities of Microsoft Partners

When it comes to information technology Microsoft are unsurpassed leaders in this field. Any company that makes a decision to implement the Microsoft Dynamics CRM is looking at taking a step into the future of not just technology but overall development of their organisation from the technological point of view. A progressive decision to upgrade to new systems also requires support from the service providers and Pragmasys is at hand to impart any kind of assistance required.

 Implementation of MS Dynamics CRM

Pragmasys are Microsoft Dynamics CRM partners and offer specialised services for the Dynamics CRM system. Working in close association with Microsoft, Prgamasys have taken on the responsibility of providing a comprehensive implementation plan for the Microsoft Dynamics CRM software to client companies.  Upgrading to the Microsoft Dynamics CRM is a big decision and an organisation needs the expert help of Microsoft Dynamics CRM partners to see them through the whole process.

 Intelligent technical support

Pragmasys has a highly qualified technical analytics team that can decipher and intelligently rectify problems encountered with the MS Dynamics CRM software by client companies. A client organisation feels secure when they know they have professional and technical support even if it is a critical matter. In the initial stages there may be a few problems that crop up as employees are familiarising themselves with the new system and getting a hang of how to get their work done and use it to their benefit.

 The Pragmasys advantage

There are many benefits for a Microsoft Dynamics CRM user to having Pragmasys on board with them. Pragmasys have years of hands on experience with the implementation and customisation of the Microsoft Dynamics CRM software. They have worked very closely with many Microsoft Dynamics CRM clients and helped them take their business to new levels of growth by leveraging the MS Dynamics CRM software to their advantage.

 Another great benefit of the Pragmasys support is in the case of a problem with the system. Occasionally a client organisation may face an issue with the functioning of the Microsoft Dynamics CRM. At times it may be a problem with a setting or it may be something bigger and entail a modification in the CRM software. The expert technicians at Pragmasys are able to make the required changes and modifications in the Microsoft Dynamics CRM software.

 When an organisation is upgrading its services or expanding its business reach it may require certain modification to the Microsoft Dynamics CRM software to cater to the changes. The Microsoft Dynamics CRM system offers clients multiple benefits when it comes to data storage and organisation.

The best MS Dynamics CRM services

The installation of the MS Dynamics CRM system can be quite tedious and it is best to have the help of experienced professionals to support this implementation and the transition from the existing system to a new one. Pragmasys are Microsoft Dynamics CRM partners and quite adept at ensuring a seamless switch over from the current system to the Microsoft Dynamics CRM software. They make everything so simple and effortless by getting totally involved in the whole system and working with the client organisation each step of the way. They tackle problems head on as they arise and try and resolve issues with well thought out solutions before they manifest into larger problems.

Steps for transition

Implementing the new Microsoft Dynamics CRM system involves a number of different steps. Pragmasys are proficient in this procedure and have years of hands on experience in setting up the Microsoft dynamics CRM system for client organisation in a successful manner. The initial phase involves understanding the existing structure of the client’s organisation. Each company has its own unique method of operation and procedures that they follow. It is essential to first have a good and clear in-depth comprehension of the core functioning of the organisation before getting them to convert to a new system. Pragmasys takes the effort to get a detailed understanding of the methodologies by delving deep into the current system. The Pragmasys team spends time with the employees until they are confident that they understand how each department works and carries out their various functions.

 One they have complete clarity of the existing system they are able to customise the MS dynamics CRM software to suit the needs of the client’s organisation. The analysis report is compiled and presented to the Management of the client’s organisation. The report is complete with details on the plan of the transition phases and also a section on the new options that MS Dynamics system offers that could help improve the way they access and store information. New CRM options can help them improve their productivity.

 The right kind of expertise

Pragmasys being Microsoft Dynamics CRM partners are experts at customising and making the necessary changes required by the organisation in the MS Dynamics CRM system. The Microsoft CRM software needs to be customised to suit the need and requirement of the client’s current organisation and the expert team at Pragmasys is prepared for this task way ahead of time.

Evolving with technology and the times means keeping pace with technological Evolving with technology and the times means keeping pace with technological Evolving with technology and the times means keeping pace with technological

Evolving with technology and the times means keeping pace with technological advancements. At some point or the other every organisation needs to consider this upgradation. Implementing new systems and advancements to incorporate techniques that produce business benefits are inevitable for growth and progress. Pragmasys has consistently been working with their client organisations and assisting them to evolve with new developments in spheres that could essentially give them a competitive advantage and a major boost in profits and sales.

Pragmasys focus on an all-round business expansion which looks at not only sales and profits but also for the organisation to grow comprehensively starting from the lowest level to the top management. Partnering with Microsoft has empowered Pragmasys to contribute in a big way towards assisting organisation move ahead and keep abreast of changing technologies. Supporting organisation to implement and run the Microsoft Dynamics CRM system has facilitated many organisations to improve their sales and business growth as a whole.

The Dynamics CRM services provided by Pragmasys to their clients include implementation and customisation of the MS Dynamics CRM software. The CRM system can be totally customised to meet the requirements and particular specification of a business. The idea is to modify the Microsoft Dynamic software to suit the organisational requirements and make the transition from the existing system to the new one as smooth and easy as possible with minimal disruptions to the ongoing work.

CRM system customisation
The Microsoft Dynamics CRM system is totally customisable down to the level of defining entities and changing table and data storage structures. Fields can be added and modified and existing field types can be changed. As a part of the Dynamics CRM services Pragmasys will assist clients with all the modifications and customisation requirements. These changes can be worked on before the CRM software is implemented and tested accordingly to ensure that there are no errors in operation. The CRM software dashboard is also totally customisable and the options can be modified as per the organisations requirements.

Security levels
Security is always a concern especially when the data is stored on servers that do not belong to the organisation. The CRM data is stored on multiple Microsoft servers at different locations will fool proof security measures. Within an organisation the data and information access levels can be defined based on requirement. This ensures that the safety of data is maintained and unauthorised access is restricted even with the organisations internal operations. Management staff can view reports and keep track of their team’s progress. Reports can be customised according to requirement and standard reports can be predefined by the technical team for easier access.

Best CRM services by Pragmasys

 

The Microsoft Dynamics CRM is committed to delivering business insights to organisation and helping them provide higher service levels to customers. Better quality customer service leads to higher customer retention, better customer loyalty and recommendations to family and friends. Personal recommendations are the best way to gain new customers for any organisation. Building up credibility and a good reputation among its customers is what every organisation strives for. The Microsoft Dynamics CRM has played a major role is assisting organisation give their customers a satisfying experience.

Boost customer experience: Organisations are able to deliver intelligent customer service solutions which results in a high percentage of customer satisfaction and increase in customer retention. With the Microsoft Dynamics CRM services agents are better informed regarding the customers history and thus able to offer better services and solution options. Customers are happy to speak to agents who are updated about their records rather than having to explain their history all over again. The MS Dynamic CRM allows the customer to feel gratified and happy with the overall experience. Organisations go all lengths to ensure that their customers are satisfied. Disgruntled customers are bad for business and with the Dynamic CRM system it makes it a lot easier to iron out ripples of discord between the customers and the expected levels of service. Reclaiming customers and building up a bridge of trust and confidence becomes much easier and stress-free with the use of the MS Dynamics CRM system.

Increase business sales
Every organisation is on the quest for ways to increase business sales. Sometimes the search extends to hiring reputed sales experts. Many organisations feel that a person reputed for his past performance in another organisation can replicate the same for them. At times it happens and sometimes things don’t work out quite the way it was expected.

Sometimes getting the team to attend motivational seminars to encourage better performance is a method employed by some organisation for the improvement of sales. Motivation is a great way to boost the morale of the team and get them to put in their best efforts. But giving them a tool to help them do the job better is the best way to get your teams performance to peak. The ideology to boost performance levels has been ideally capsulated by Microsoft in the Microsoft Dynamics CRM services. The CRM system is a great tool that assists the sales agents along each step of the way. It provides them with the required information as and when required.

Empower sales agents
When your sales team has a certain amount of information access and the ability to make some lower level decisions for customers it makes them feel empowered. The Microsoft Dynamics CRM is a tool that assists the sales agents with a lot more than they could imagine. It gives the agents a certain amount of access to customer information that enables them to be fore armed on how they should approach the customer and the loopholes that they can capitalise on. It taps in to potential customer’s online activity and provides the sales agent with tips on their areas of interest. This information can be used by the sales agents to promote the right products and make a confirmed sale. Personal customer information can be useful for sales agents who are skilled on how to use it to their advantage.

Instant access to information
The Microsoft Dynamics CRM allows sales agents to access information on the go. Sales agents that are out on calls can log into the CRM system through a laptop or a smart phone and get access to information regarding a particular customer who they intend to visit or are on the way to visit for a sales call.

Sales agents who are cold calling or prospecting can have the facility to append new records to the Microsoft Dynamics CRM system and update it with the information of the new contact. Sales can be instantly recorded and calls backs can be noted with reminders. Sometimes customers give references and this information can also be updated on the CRM accordingly for the sales agent to follow up on at a later time.

Using the Microsoft Dynamics CRM services has helps many organisations to grow multi fold. Most of these organisations attribute their progress to better systems and easier information access. Management staff have found the Microsoft Dynamics system very helpful as they can get instant updates and customised reports whenever they need.

Microsoft Dynamics CRM Online implementation by Pragmasys helps SOTC become more Customer-centric

“Holidays are a time for relaxation and rejuvenation and at SOTC we try to take the stress away from planning a holiday do our customers can enjoy. Booking a holiday has never been easier. SOTC has been serving Indian markets for the last 60 years. It has grown to become one of the largest travel industry player in the industry providing  great experience to the customer,” says Tushar Ghagawe, General Manager Marketing.

Tushar elaborates:  Technology plays a very important role today in the travel industry. And we always try to provide a great experience to our customers through technology. We were facing challenge of getting one single view of the customer. For it is important to have, one 360 degree view of the customer like to know what the customer wants, historically how he has transacted with us etc. So we defined 4 key KPI’s for the success of CRM:

– Identification of customer and customer 360 degree view

– Improvement of customer acquisition cost

– Customer retention and also monitoring customer retention through increased referral

– Understanding customer feedback

Sudhanshu Karmokar Head, Information Technology shares, ” Our search was for a world leading best in class crm platform and MSCRM fulfilled that aspiration of us. Added to that other factors like user friendliness, easy integration with exchange and outlook and you why it was the preferred choice.”  He adds, “We chose the online version CRM platform for its cloud based subscription model with very quick adaptibility, ready availability. With plug n play it was a matter in a matter of days that we ent live and that too without any hassles of indentfying servers, underlying operating systems, data center related issues.”

“We want to offer more and more personalised service to our customers. For that understanding our customers and what we are providing him through techonology is important. I think dynamic crm will play a large role in personalised services to our customers,” concludes Tushar Ghagawe.

Pragmasys Consulting implemented the CRM online solution for SOTC.

Please see the video here

CRM Performance Pre-determiner

CRM Performance Pre-determiner

This article gives you information on how to diagnose non-performing MSCRM applications, identify where the actual problem is and some suggested solutions.

Best Practices Analyzer 

First up, have you run the Microsoft Dynamics CRM 2013 Best Practices Analyzer on your installation? If there are any errors that are highlighted, then foremost you should address those – they might not be having a direct impact on the performance of your system but it’s best to eliminate those before you get too far.

Determine aspects that cause performance issue

The first thing you’re going to need to understand is – what is slow about your CRM and how have you measured that? You are going to need to get a grip on what aspects of performance are being reported as problematic if you’re going to solve them. Often there’s a multitude of factors that lead to poor performance so it is important that you establish some kind of baseline measurement of the current ‘poor’ performance is, understand the acceptable performance and then work out what is causing the difference.

– Is it the web service calls from some custom integration?

– Could it be related to increased number of users, or increased data?

– The user perception of performance, when accessing the web UI?

– Is it searching data?

– Is it editing and creating data?

Some Performance Diagnostic Tools

Following are some of the tools that help us determine performance of system.

– CRM’s built-in diagnostic tools – for measuring browser web UI performance, and network metrics between browser and server

– Fiddler – for capturing traffic between the browser and server

– SOAP-UI – for reproducing web service calls – works on both SOAP and REST web services

– SQL Server Management Studio – for examining underlying SQL Server performance, executing queries, checking execution plans

CRM’s Built-in diagnostic tools

This is a very handy way of getting end users to capture the performance of the CRM from their end and send it in to you. If you go to http://<CRM-URL>/tools/diagnostics/diag.aspx you’ll see like the page below. Click the Run button and you’ll get the results of some tests executed from the browser that reveal any issues between browser and server, or with the browser itself. Also helps to run this over different times of the day if your scenario involves different performance at different times of the day. 

From CRM 2013 SP1 onwards Microsoft added a new browser diagnostic tool. Press Ctrl + Shift + Q in internet Explore and you’ll see the following.

Now click the Enable button and load a form you’re trying to analyze. Hit Ctrl + Shift + Q again and now you’ve got an excellent breakdown of the form performance. 

This can be handy to compare performance from different browsers / end-users, and also to see the impact your form design is having. Loaded up with a billion sub-grids? That’s a paddling.

External application call to MSCRM

MSCRM allows integration by other systems. A pattern I’ve seen often involves getting .NET developers to write a simplified set of web services that conform to organization specific data models, acting as a wrapper to the CRM. This simplifies integration and transforms CRM objects into the required models, it also provides a bit of abstraction so you can minimize disruption if you upgrade the CRM installation later. Sounds awesome and you can bash out some code pretty damn quickly that gives you the desired results using LINQ.

Assuming you is writing queries against the OData service:

– Only return the attributes and links that you need

– Specify only the attributes that you need and then execute the query

– Additional unnecessary attributes just result in additional overhead of serializing / de-serializing.

– A handy way to log the timing of your custom web services is to ensure ‘time-taken’ is logged in IIS (assuming ASP.NET web services). You can then analyze this for queries exceeding your target times.

– Understand that your LINQ query may result in multiple OData web service calls. Which happen sequentially? Which adds up to lost time?

– Test your queries using SOAP-UI directly against the CRM OData service

– Compare the results to SQL Server Filtered Views – try T-SQL in SQL Server Management Studio that gets similar result-sets, how does that perform by comparison?

– One option for reading data is to connect to the SQL Server Filtered Views – go straight to the heart of the beast.

– Don’t jump into this without considering the future implications – it won’t work in a CRM Online world for instance, but if the bulk of the operations for your web services are read-oriented it may be worth checking out.

MSCRM Maintenance Jobs

CRM has a number of built-in maintenance related jobs that perform things such as index re-calculations. By default these kick off once a day roughly around the time that the CRM was installed. Which is usually the business hours? An excellent tool to review these schedules and change them to a time of less interruption to the user is the CRM Job Editor – with editions for CRM 2011 / 2013 / 2015.

Infrastructure

Check MSCRM implementation Guides for appropriate hardware value such as RAM and CPU.

If you’ve got multiple CRM servers deployed behind a load balancer, are you able to side step the load balancer and browse the CRM server directly (from the end user desktop environment), and does this make any difference to the performance? If it does, then check out the NLB configuration for any issues.

What’s the network topology? When you’re browsing the CRM Web UI and getting your own feel of system performance, are you doing it only meters away from the data center, while the users complaining about performance are in some regional office connected over a wet piece of string? If the performance symptoms being complained about seem to be geo-specific, replicate testing from their end as much as possible (see the built-in diagnostic tools in the Web Interface section).

Have you got latency issues between end users and your CRM servers? CRM can be a bit chatty and these can causes you pain over a connection with high latency.

Use of SQL Server Best Practices Analyzer

Of course Dynamics CRM performance is heavily dependent on the performance of the underlying SQL Server installation. So, have you run the SQL Server Best Practices Analyzer (2012 edition)?

– Memory and CPU – is SQL crying out for any more of either of these?

– Physical location of Data and Log files – are the data and log files on separate physical disks?

– Max Degree of Parallelism (MAXDOP) – it is recommended that this is set to 1. It affects the entire instance, and changes occur immediately. A word of caution: Tread carefully before making this change.

Tempdb – it is generally recommended to have the same number of physical files for Tempdb data as the number of CPUs on the server. By default there will be 1 file.

Growth of database files – check the auto-growth settings of the database files and pre-grow them to a larger size if your database is growing regularly. This can reduce the number of ‘disk grabs’ SQL makes as it expands the databases.

Use of SQL Statistics

SQL has some excellent statistics that it keeps regarding costly queries, index usage and other tuning related things. From a CRM perspectives these can help reveal what your most costly queries are.

SQL Indexes

If you’re doing a lot of queries that involve WHERE clauses with custom attributes or ORDER BYs with custom attributes chances are you can benefit from an index on those attributes – particularly if the number of records is large. Adding an INDEX to the SQL Table is the only supported thing you can change in the SQL Database. Things you need to consider – how unique is the data? How often are you reading from it vs. writing to it (inserts, updates)? Because the cost will come in terms of index calculation as you make changes. These days this calculation happens ‘online’ and doesn’t block but it still taxes CPU and Memory of course.

Run management Studio Execution Plan for Costly Queries

Run queries similar to the ones that are performing slowly, directly in SQL Server Management Studio and make sure to include the execution plan. SQL will tell you the cost of the query components and reveal if an index would benefit that query.

For Online Deployment if you put a support call in to Microsoft you can have them add the index for you.

Increase the performance of MSCRM form

Many times we see that MSCRM form takes much time to load, this is really hectic. Everyone wants smooth processing of MSCRM. So we have to take care of the thing by which MSCRM perform well. Slow processing may be due to fallowing reasons, slow internet, less ram and java scripts on MSCRM form. Improper java scripts code is also a bigger reason for slow processing of MSCRM form.

 

Below are some of the things you should remember before using java script on MSCRM form.

Do not include unnecessary java script web resource library: As we know if any web page contains more script to include on page load, page will take more time to load, so the more scripts you add to the form, the more time it will take to download them. After loading first time scripts get cached in browser. But as we usually say first impression is the last impression, so we have to try to not include unnecessary web resource library on MSCRM form.

Try to avoid loading all scripts in the on load event of the MSCRM form: If you have code that only supports on change events for fields or the on save event, make sure to set the script library with the event handler for those events instead of the On Load event. This way loading those libraries can be deferred and increase performance when the form loads.

Use collapsed tabs to defer loading web resources: Here is one interesting thing whenever a web resources or IFRAMES are included in sections inside a collapsed tab; they will not be loaded if the tab is collapsed so the script will also not get loaded on page load. They will be loaded when the tab is expanded.

Try to set default visibility options: We have to use default functionality for hiding attributes, we should avoid using form scripts in the On Load event to hide form elements. Instead, set the default visibility options for form elements that might be hidden to not be visible by default when the form loads. Then, use scripts in the On Load event to show those form elements you want to display.

Creating a Custom Entity using Import Data feature

Imagine an exceptional scenario where in you have a requirement of creating a custom entity and have data of 1000 records to be imported into this new custom entity. For this we will begin with the creation of a Custom Entity named Stores. Following is the sequence that is usually followed:

1. Create a Custom Entity named Stores.

2. Create Fields that are required and are present in the excel

3. Form Customizations to place the all the fields.

4. Publish Customizations

5. Import Data Wizard

– Map Record Types: Map the source Data file to the newly created custom entity named Stores.

– Map Fields.

6. Customize the default active view to display the required columns and Publish.

To summarize the above 6 steps in 2 stages,

Stage 1: Configuration. This will include creating the Custom Entity and Custom Fields which will be created one by one.

Stage 2: Import Data. Once you are done with the configuration, run the import wizard and do the mapping of entity and fields.

Since we already have the data to be imported into the CRM, an alternate way of quickly shortening the entire process is to create a new entity and fields during the Data Import stage itself.

Following is the sequence:

1. Import Data

a. On the Map Data window, Create New. Type in the name of the Custom Entity once a new window pops up.

 

b. On Map Fields window, select Create New Field

c. Select the field type

d. Review and Submit

That’s it! Now, the custom entity as well as the entire data is brought inside the CRM, we have to now perform one last step.

2. Define the area of display and customize the view as required.

3. The form customizations process remains same.

PROS:

The configuration time is saved and all the hassles associated, as all the configuration work can be done at the Data Import Stage itself.

CONS:

1. More than 1 mandatory field cannot be saved during the import stage. By default, only the Primary field is set as a mandatory field. This can however be changed by editing the field window by changing the field requirement type.

2. For Field Type “Option Set” it will consider the Option Values that are present in the column. It will not allow adding any more Option Values to this option set during import stage. Hence, one has to make sure that the source file has all the option values listed in this column. We can add more option values manually by editing the field settings.