Sonoma Partners Microsoft CRM and Salesforce Blog

Can Users Really Change?

Today's blog post was written by Kristie Reid, VP of Consulting at Sonoma Partners.

How hard is it really to change the minds of who you hope will embrace your CRM system? Unfortunately, it depends on the user. You can implement the best CRM system in the world but without user adoption, the program will be considered a failure. And without a plan of attack for that user adoption, your chances of success are slim. In fact, studies show that slow user adoption is the biggest threat to CRM projects.

So…get a plan of attack! Unlike the technical solution of implementing a new CRM system, gaining consensus of users must take on a more individualized approach. Let’s consider the following three stakeholders in our “fictional” CRM implementation (even though these people are made up, I’m sure you will recognize them):

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In our Change Management Methodology, we focus on 5 main areas to address individual plans for change:

  • Readiness
  • Strategy
  • Sponsorship
  • Communication
  • Learning

When thinking about a plan of attack for each individual personality that will need managed throughout a CRM program, we address these five key areas.

Let’s go back to our team and see how we can address these areas with those individuals:

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Need help coming up with your plan of attack? Contact us!

Topics: CRM Best Practices

Field Notes: Date/Time Issue with Business Rules and Dynamics Mobile

Today's blog post was written by Aaron Robinson, Solutions Architect at Sonoma Partners.

Over the years Microsoft has made tremendous improvements to its mobility story for Dynamics CRM, with modern apps available across all platforms today. However, we still don’t have true parity with what’s available on the desktop, and processing of JavaScript is one big area where the mobile app shows its limitations. While one can make the argument that parity is probably not the strategy, I would argue that there should at least be consistency. We saw a JavaScript issue in the previous version when referencing the Status Reason and Status fields which were resolved by the latest upgrade. Here is a case in point of a recently discovered issue which occurred after a D365 upgrade of the Dynamics CRM mobile app as tested on iOS.

In this example, we have a custom entity called Visits, which allow a user to create a visit record (similar to an appointment), and set a scheduled date and time for the visit. The form also contains a start and end time for the visit, to be completed after the visit occurs. Here we have also setup some business rules to enforce some logic on the date and time that can be entered for the actual visit start and end time as such:

  • Rule 1: If the schedule date and visit start both contains data, and the scheduled date is greater than the visit start, show an error message on the visit start field so the user can correct the time. Essentially, we are trying to enforce that a visit start time should always be equal or greater than the scheduled date and time.

  • Rule 2: If the schedule date, visit start, and visit end all contain data, and the visit start is greater than the visit end, show an error message on the visit end field so the user can correct the time. Same premise as above, but now between the visit start and end time. Logically your end time should not come before your start time.

Makes sense, right? So, let’s take a look at using this logic in both the web and mobile app.

In the screen shot below, I can move the visit start time before and after the schedule date, and the error message shows appropriately. The same happens with the visit end time, regardless of the time I use.


In the mobile app, this appears to be the case as well.  I move the date/time back and forth, and everything appears kosher.

However, something odd happens around the noon hour for the visit end time.  In this example, I set the start time to 11:00am, and the end time to 11:59am. Supposing for a moment that I entered the visit end incorrectly, or I was setting it when the system clock time was actually 11:59am, I want to change the end time to 12:00pm.  When I click into the field to edit the time and change the hour to 12, the error message is flagged on the visit end field as being less than the visit start.


Again, technically this is correct, because it’s now validating the time as 12:59 AM, as the rule fired right when I changed the hour. The problem here is that even if I change the AM to PM, the error message remains because the rule doesn’t appear to revalidate again. This was fairly easy to remedy as you could click out of the field and back in, or hit clear field and re-enter the time from scratch, but adds a couple of extra taps and it’s not exactly obvious to the average user.

We went back to the web app to test this out, and we do not experience the same behavior. So how did we resolve it? Simple re-creation of the business rule appears to address the problem. Given this was an upgrade, we figure we could rule out any upgrade related issues with JavaScript code by removing the rule and creating a new one, and it worked! We can now toggle the hour/minute or the AM/PM while the edit control is open and the rule will evaluate each time.

Topics: Microsoft Dynamics 365

Driving Project Value Through Change Management and Project Management Integration

Today's blog post was written by Scott Hinton, Principal Consultant at Sonoma Partners.

I have had the opportunity to work as a Project Manager and with Project Managers throughout my career, and I've have experienced the value of change management and project management function integration directly. Although the Project Manager's primarily focus is the "Technical" aspects of a project and the Change Lead primarily focuses on the "People" side of change, the roles are complementary and share objectives. According to Prosci, "Project management and change management both aim to increase the likelihood that projects or initiatives deliver the intended results and outcomes. The most effective approach is to integrate change management and project management to create a unified approach to implementing change on both fronts." 

When I look back at my most successful projects as a Change Lead, the commonality is a good working relationship with the Project Manager. We worked in lock step and had each other's back on these projects. These Project Managers were advocates and understood the value and general tactics of change management and consistently allocated time in project team meetings for change management updates. This article highlights benefits and tips for integrating project management and change management functions and roles with system changes.

Integration Benefits

Increased project synergy
Change management and project management integration and alignment creates greater synergy between the people, process and system project components. Project benefits can be realized when the disciplines function independently, but integrating change management and project management creates a unified front to designing, developing, implementing and reinforcing the change which significantly increases the speed and degree of change and overall project success. "The efforts of both can be focused toward a singular objective—improving the performance of the organization by successfully implementing a change that delivers the intended results and outcomes," according to Prosci.

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Integration helps uncover potential blind spots and facilitates a more holistic and faster response to schedule, scope, resource and budget changes. This also includes project risks and issues. The people oriented issues and risks should be assigned to the change Lead. I use the Project Manager as a sounding board and provide another vantage point on technical project aspects in my Change Lead role.

A unified approach also eases effective communication of milestones like project kickoffs and go-lives and fosters collaboration on crafting timely messages that translate into What's in it for me (WIIFM) for users. In one example, the Project Manager looked at upcoming communication topics and asked me to share a recently added feature with users because it was a hot topic during requirement gathering sessions. User felt the project had a pulse on what was on their mind.

The flow of information is generally improved with integration. On the front end, an integrated approach ensures that impacted employees are receiving the appropriate messages about what's coming, when and why. On the back end, it helps ensure that the project team receives effective feedback on adoption, user reaction to the change and success with the system.

Project Credibility
Project success is highly dependent on leadership engagement. When leaders have a better understanding, they view the project as more credible and will set a better tone and example for impacted users. On several projects, I conducted joint presentations with the Project Manager periodically to the executive committee. Based on sponsor feedback, attendees came away with greater clarity and assurance. The added level of confidence allows the sponsor to focus on being active and visible with the peace of mind that the project is being managed holistically.

Integration Tips to Drive Project Value

  1. Integrate the change plan into the overall project plan. This creates greater accountability, structure and better visibility of change milestones and deliverables and allows the project team and sponsor to clearly see what's coming and when.

  2. Incorporate change management updates into project meetings including governance committee meetings. This provides another way for key stakeholders to contribute directly to the change. I typically invite the Project Manager to change management touch points with the sponsor. This supports alignment and provides a unified voice.

  3. Educate the Project Manager on change management fundamentals. This creates a powerful and effective advocate. Gaining change management knowledge is an opportunity for project managers to revisit and shift their project management reference points. "Through change management, they modify their vision of project management: they learn a new or another way to think and to manage projects. Lehmann, V. (2014). The collaboration value is deepened when the Change Lead understands and appreciates Project Management fundamentals in turn.

  4. Share change readiness data with the Project Manager. Understanding readiness results intimately allows the Project Manager to proactively address potential adoption challenges based on system technical readiness. 

The value of integration is research based. In Prosci’s Best Practices in Change Management-2016 Edition,"58% of the participants who integrated change management and project management in their project met or exceeded their project objectives versus 42% without." Awareness and understanding of the respective functions allows the Project Manager and Change Lead to grasp project from broader perspective and perform their primary role better.

My project management background has served me well in Change Lead roles and I have observed higher performance in the Project Managers that get the people side of change. Integrating Project Management and Change Management will give your project the an added edge in realizing project benefits and overall success.

Topics: CRM Best Practices

Easy as A-B-C: Capstone Publishing Automates Business Processes with Salesforce

Today's blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners.

Capstone deployed Salesforce to keep up with the increased demand of their digital products and support their overall success.

Who is Capstone?

Capstone publishes children’s books and digital solutions for libraries, classrooms, and consumers. Capstone’s content comes in a variety of print and digital formats, including board books, picture books, audiobooks, and more.

Capstone has grown rapidly in recent years with the increased demand for their digital products. As a result, Capstone wants to modernize their systems’ infrastructure to better serve their consumers. Capstone aims to improve their sales, marketing, and service strategies as a part of this effort. When Sonoma Partners got involved with Capstone, they only had Salesforce deployed to portions of the U.S. digital sales business.


Capstone struggled under multiple manual processes, like annual data collection projects to update student/family/teacher information and sales forecasting. They would circulate Excel spreadsheets and Word docs to consolidate prospective client information to no end. None of this trackable, Capstone desired a better way to manage their operations. Ultimately, Capstone found accurate, cleansed data via MDR, an industry data source to act on prospective client information. For all their markets, they outlined sales cycles and a lexicon to maintain consistency across the organization. Furthermore, a complete Pardot implementation and training for marketing teams allows Capstone to set up landing pages, implement tracking across their websites, and completely automate email drip campaigns. With Salesforce, Capstone overall operates more cohesively as an organization and better serves their customers.

The Challenge:

  • To serve all sales markets at Capstone with a single, unified CRM platform and obtain highly effective utilization of the system across all sales teams.
  • Gather meaningful prospective client and transactional information for use in accurate and comprehensive measurement of overall Sales productivity.

The Solution:

  • A two-year CRM roadmap to deploy Salesforce for all sales, marketing, and service teams and unify CRM across the organization.
  • A sandbox environment for Capstone to imagine future development needs.

The Result:

  • Implemented Salesforce subscription functionality, allowing for better user experience, more robust reporting, and an increase in the consistency and accuracy of capturing and tracking subscription information of their customers.
  • Automated the annual data collection process for the Capstone service team. Before, this was largely manual, reaching out to individual families and teachers to update their customer records. Salesforce provides automatic notifications to customers and employees to help keep data clean year after year.
  • Implemented forecasting in Salesforce to provide greater insight for the sales team.
Topics: CRM Best Practices Salesforce

Top 3 Takeaways from D365 July 2017 Executive Update – Day 1

Today's blog post was written by Aaron Robinson, Solutions Architect at Sonoma Partners.

It’s that time of year again – time for hitting the beach, firing up the grill, and listening to 9 hours of content from Microsoft on what’s coming to Microsoft Dynamics CRM in the upcoming release. Truth be told, I didn’t have the patience to watch it live, but thankfully Microsoft recorded all the sessions for you (or me) to watch at leisure. And since we are having a rain storm this very moment, what a perfect time to watch and share with you my top 3 takeaways from day one of the executive briefing.

Before we get going, I want to emphasize that the content discussed during these demos are for pre-release features. While it’s great to get excited about what they are presenting, its best to keep a level head about it. Features are likely to change while in development or testing, or shifted to a later time frame due to release schedules. So, don’t base your purchasing decisions on the content you see here, but rather what is available at the time you are buying. You’ve been warned.

#1 – A True Unified Client

If you are a current user of Dynamics CRM – both the web and mobile app, this is going to make a lot of sense to you. Otherwise just take our word for it. This is a big deal! The web app offers one experience – which saw its last major update in 2013, and was coined the modern experience. It was a dramatic shift from previous versions, but generally accepted as a good change. What was missing in 2013 was a consistent mobile experience across platforms, but that was added in the last 24 months. Today what we have is a full web experience, and a different (but similar across device platforms) mobile experience.

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Microsoft’s new direction is to unify the experience across all modes and devices regardless of how the user interacts with D365. The inference I’m drawing here is that this isn’t the proverbial lipstick on a pig, or reskinning of the interface to simply “look” similar.  A quick side note: In the slide above, I thought it was very interesting to pick out that all the devices represented are form factors for Apple devices. There was a time where that was very taboo, but not at Satya’s Microsoft.

Microsoft is reviewing the way all controls in the application are written, consolidating controls where there may be multiple ways of viewing the same data, so that a single control can be used.  There is also a significant push to make sure the interface meets accessibility standards from Microsoft, to ensure that the product is available to everyone.

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A great example they used was the concept of grids. They are consolidating the different types of grids (search, sub, associated, even web and mobile) into a single grid control that can adapt to all of these modes.  This allows the system admin to use a single control and configure once across the interfaces, and the control will intelligently handle the presentation and interaction of data, something the presenter refers to as reflow. The benefits they are billing here is faster development, single deployment, and interface consistency. While they didn’t show this live, the screenshots provided showed a visually pleasing interface, addressing some of the most common issues like uniformity of font, elimination of extra white space, and better text wrapping (hallelujah!). I really like the subtle shading of headers both on the record form and the individual sections, as well as the use of borders around sections. It gives a sense of order to the application, something that was severely missing in the current styling of the interface. For the most part I think everyone will really welcome the UI improvements across the application.

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#2 – Seriously Seamless Offline

As a partner that has a mobility practice and understands what it takes to build a full offline client, take my word for it that offline capability is critically important to a mobile deployment.  In fact, for the custom apps we build for our clients, we strongly recommend and convey as a best practice the need for offline in a mobile client.  Our clients use cases range from airports to hospitals to large warehouses, and from urban areas to very rural communities.  You can’t always count on a connection, even in the US where we generally have good cellular coverage.

The Dynamics mobile app recently had been very limited for offline – both for read and create operations. What is coming is a significant overhaul to offline mode, something dubbed as the “seamless sync” client. The most significant part of this functionality is the addition of an Azure middleware component which orchestrates the sync process for the client and the core application. Since the work here of dealing with conflict resolution and incremental sync is pushed to the cloud, it should provide for a much better user experience in terms of a lighter weight and better performing client.  Additionally, the promise of a unified experience carries across to the offline experience. Expect the user interface to be identical in form and functional regardless of connectivity, aside from a status indicator for the user as to which mode they are in.  Also, the existing app should upgrade seamlessly to the new client when available.

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Feature-wise they are covering many of the bases related to offline access, including background sync, data download scope based on profile, conflict management, simplified setup, and online provisioning/deprovisioning.  One important item to note about the new mobile offline framework is we are hearing that this will only be available in production level instances only.  You will not be able to setup offline sync with a developer instance because of the Azure resource component.  Keep this in mind when determining your supporting environments for development, testing, and production, as you may need to license a production level instance of Dynamics 365 for development or user acceptance testing scenarios.

#3 – Putting the Dash in Dashboards

I know, that heading was a really bad pun.  But the time savings improvements to be introduced for dashboards are the complete opposite of bad.  In fact, they are pretty great. Dashboards are probably the most universally used reporting aspect of D365, and have now been around since the 2011 product version. There has been some minimal improvement, such as making dashboard security profile aware.  With this release, we will have some major enhancements which have been needed for quite a while.

The first major improvement, while not necessarily a dashboard improvement in itself, is the addition of more types of charts.  While charts have long supported editing the XML to change the look and interactions of the chart far beyond what the GUI allows you to set, these new chart types are a welcome change. Some of the chart types appear to come from the Interactive Service Hub (ISH) which was previous available in D365.

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The second major improvement, and arguably where current and future D365 customers will gain the most benefits, is also a borrowed concept from ISH.  This was referred to in a couple of different ways on the call such as a “bonded” or “filtered” dashboards.  The concept here is that in the definition of a dashboard, you can define global criteria which will allow you to filter all of the components on the dashboard using that filter criteria.  The potential I’m drawing here is best represented in a scenario. A manager can have a single dashboard with multiple components, and be able to select a user that reports to him/her and have the individual components on the dashboard filter down to that selected user.  Currently that same manager would have to create individual dashboards with personal views, which for six direct reports means creating 6 copies of the views, charts, and dashboard.  The new model will allow the manager to have a single dashboard for all six reports.  For organizations with hundreds or even thousands of users, this is a major savings in time and effort to manage.

Bonus: Multi-select option sets (picklists)

I’m not sure I need to really explain this one, but Dynamics admins and users around the world will rejoice at the addition of this feature.  On the Salesforce side, this has long be available, and I can’t tell you the man hours that have been spent over the years on creating solutions to emulate the multi-select option set.  It will be interesting to see Microsoft’s approach and the affect it have to related features like the quick find view and advanced find.  Regardless its nice to see this feature finally making its way into product development and out for public release.

There were other topics covered on the call as well, such as the significant updates to ISH, enhanced email editing, field service enhancements for scheduling, service improvements for chat and bot integration, social engagement and social selling. You can enjoy all of the day one CRM goodness by watching the full video.  Time to get a little more summer fun in before the full release! Cheers!

Topics: Microsoft Dynamics 365

Sonoma Partners Achieves the 2017/2018 Inner Circle for Microsoft Dynamics

For the ninth consecutive year, Sonoma Partners is proud to be designated as a Microsoft Dynamics Inner Circle partner.

Sonoma Partners has once again achieved the prestigious 2017/2018 Inner Circle for Microsoft Dynamics. Membership in this elite group is based on sales achievements that rank Sonoma Partners in the top echelon of the Microsoft global network of partners. Inner Circle members have performed to a high standard of excellence by delivering valuable solutions that help organizations achieve increased success.

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2017/2018 Inner Circle members are invited to the Inner Circle Summit, taking place in fall 2017 where they will have a unique opportunity to share strategy and network with Microsoft senior leaders and fellow partners.

This recognition of Inner Circle for Microsoft Dynamics came during Microsoft Inspire (formerly Microsoft WPC), the annual premier partner event, which took place July 9-13, 2017 in Washington, D.C.. Microsoft Inspire provides the Microsoft partner community with the opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and learn new skills.

“Each year we recognize Microsoft Dynamics partners from around the world for delivering innovation and driving unsurpassed customer success,” said Ron Huddleston, CVP, One Commercial Partner. “Our Inner Circle members are chosen based on their capabilities as an organization, whether that’s creating IP, developing solutions, or having an industry leading focus on digital transformation. Microsoft is honored to recognize Sonoma Partners for their achievements this past year, their dedication to their customers, and their innovation with Microsoft technologies.”

Topics: Microsoft Dynamics 365

What's the Marketing Buzz? Tell me what's a-happening.

Today's blog post was written by Jeff Meister, Principal Consultant at Sonoma Partners.

The D365 community has been eagerly discussing the new marketing solution to be offered with the upcoming July 2017 Update for Dynamics 365. This update is being coined as the 'largest ever,' and we at Sonoma Partners couldn't be more excited.

Of the new features and apps, I am personally most excited about the Dynamics 365 for Marketing, Business Edition solution. Since the solution hasn't been released for Preview yet, we still have quite a few questions, but I wanted to take some time to talk about my understanding, and remind you that all of this is under ‘safe harbor’ until the app is officially released.

The functionality expected in the first release is impressive, and is currently expected to include:

  • Email Marketing
    • Drag and drop editor
    • Inbox Preview
    • Insights and Email tracking
    • Visualization reporting
  • Event Management
    • Registration, Sponsorship, Session and track, Attendance tracking
    • Venue management
    • Webinars with ON24 integration
    • Event portal
  • Landing Pages
    • Drag and drop editor
    • Ready to use forms and templates
    • Behavior tracking
    • Subscription center tracking
  • Lead Management
    • Multi-channel mapping of customer journeys through a drag and drop editor
    • Lead nurturing
    • Lead qualification
    • Lead scoring and prioritization
  • LinkedIn Lead Gen connector
    • Out of the box integration with Leads created via LinkedIn Lead Gen Forms
  • Advanced Reporting and Analytics

Also note, the app is built natively within D365, meaning no connector or integration with 3rd party platforms. The setup and configuration of the new app is supposed to happen with simplicity and ease.

While the details above are great, there are still some unknowns that are worth mentioning:

  • Cost
  • Release date
  • How D365 for Marketing differs from the Adobe Marketing Cloud offering?
    • What we would really love to see is feature comparison across the two solutions so we can understand where D365 for Marketing stops and Adobe Marketing Cloud starts.
    • I look at this both from a features/functionality perspective, as well as a performance and send volume perspective.

Some key questions are still outstanding, but I expect to hear more on these topics from Microsoft in the near term. I plan to have a follow-up post in the next few weeks with clarifications and additional details around the above topics.

All-in-all, we are extremely excited about the new offering Microsoft is putting together. The level of investment in a product like this shows Microsoft is truly working to make D365 a best-in-breed solution.

Topics: Microsoft Dynamics 365

Making Your Entities Pop: How to Efficiently Create and Maintain Entity Icons

Today's blog post was written by Mike Dearing, Principal Developer at Sonoma Partners.

Before recently, I had never put much thought into the image choice for a custom entity. As long as the end result of a long day of customizations wasn’t an ode to cog wheels, I figured things were good enough. I’d pop open a local fileshare, find an image that somewhat related to what my entity represented, associate the web resource, and call it a day. Although this wasn’t necessarily a bad practice, as long as I stayed fairly consistent with my own changes, once others would start doing their own customizations noticeable differences started to arise. It could be something as simple as the padding around the image being a couple of pixels different or something as drastic as an image that didn’t look like a CRM icon at all.

I knew that if there was any chance to rectify this, I had to answer two questions:

  1. What constitutes an acceptable entity icon?
  2. What is an efficient method to find or create these icons?

What constitutes an acceptable entity icon?

To answer this question, I looked to Dynamics. At the end of the day, if our icons look as close as possible to native Dynamics entity icons, we’ll be in good shape. Dynamics requires you to specify 2 entity icons, one that is 16x16, and one that is 32x32.


  • Used in several places throughout the system, such as lookups and grids
  • Some are still colored, but mainly gray
  • No padding
  • Transparent background


  • Used in the sitemap
  • White
  • ~3 pixels of padding
  • Transparent background

What is an efficient method to find or create these icons?

Now that we’ve established what is acceptable, we need to determine how to easily enforce these standards. Several coworkers had been using SyncFusion Metro Studio, a free icon manager (both to use, and to distribute the resulting icons) for their icon needs, so I decided to look into it further. The tool itself is straight forward: search for an icon by name, or sift through categories. As an added bonus, the images are also tagged by similar words or concepts, so searching for ‘person’ or ‘people’ has a chance to pull up the same image.

Everything noted so far isn’t all that different from just grabbing your image out of a local fileshare. However, Metro Studio comes with the nifty ability to drag icons into a grouping called ‘projects’. In my case, I went ahead and made a 16 project, and a 32 project. Each time I found a suitable image, I’d drag it once into the 16 project, and once into the 32 project.

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Within the 16 project, I’ve sized each of my images to 16x16 pixels, set the padding to 0 pixels, set the background to transparent, and grayscaled them to the same value. I chose #FF666666, though most gray variants look decent for these images.

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Within the 32 project, I’ve sized each of my images to 32x32 pixels, set the padding to 3 pixels, set the background to transparent, and left the images white.

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Once I’ve finished selecting my images, I can choose the export option from each project, and mass export all to an icons folder which can be source controlled (the method is up to you here – we use Git, but any repository or fileshare will do) along with the Metro Studio project files, and brought up Dynamics via a web resource uploader of your choosing.

You are now able to maintain consistent styling throughout your icons and can quickly react the next time Dynamics has an icon style change by being able to mass update, export, and reupload your entire icon library within minutes.

Topics: Microsoft Dynamics 365

Power BI Accelerator for Dynamics 365 Update

Today's blog post was written by Keith Mescha, Principal Architect at Sonoma Partners.

In case you missed it, back in June we release a tool for helping you with using your Dynamics data in Power BI. Please read the original blog post for more details or watch our video overview on our YouTube Channel. I also covered this topic on the CRM Audio podcast.

The community response to this tool was great, and we received some feedback that we have incorporated into a fresh build. V1.1.7 was released and our download page has been updated with this version that addresses these key areas:

  • Datetimes will actually be of the datetime type in Power BI (you don’t need to do any conversion, we do that for you).
  • If the query you run has no data, an empty table will be generated with the correct column headings. Previously an error saying that “Column1 does not exist” was popping up.
  • There was an unreported error that sometimes the URL being generated was incorrect. For example, /actioncard instead of /actioncards.
  • The entity list was sometimes not in Alpha order. It now is sorted correctly
  • Removed non-user entities from the list that are not available through advanced find (e.g. actioncard). This should only remove some system entities that normal users don’t need access to anyhow.

We have made this Dynamics Managed Solution available on our website for you to try out.

We are happy to assist in your BI projects and have a team of data professionals ready to assist you as you extend your Dynamics system to other O365 offerings like Power BI.

Topics: Analytics Microsoft Dynamics 365

It’s Official! We’re a Microsoft ISV Development Center

Today's blog post was written by Ariel Upton, Marketing Manager at Sonoma Partners.

This week our team is at the Microsoft Inspire Conference in Washington D.C., meeting with Microsoft leaders and learning more about what’s to come for Dynamics 365. One piece of exciting news coming out of the Capitol – we’ve been identified as one of the inaugural Microsoft ISV Development Centers due to our CRM specialization.

As a member of this prestigious program, we have access to Microsoft ISV and product teams to work through specific architectural considerations and complex client requirements. If you’re a new or existing Microsoft ISV, this means we have an even stronger set of resources to help you build your solution for Dynamics 365, or re-platform an existing solution onto the Microsoft Cloud.

“Microsoft selected Sonoma Partners as one of our launch ISV Development Center partners based on their strong technical expertise, and their ability to help ISVs get their solutions through the AppSource listing process. Any ISV building a Dynamics 365 integration around sales, marketing and service should definitely consider engaging a company like Sonoma Partners to get their solution to market as quickly as possible,” Pat Fitzhenry, Director, Microsoft ISV Development Centers.

We’re thrilled to receive this designation and are here to provide advisory services to help ISVs get their teams up to speed on how to build, support, and maintain a D365-based solution. Thank you to our partners at Microsoft for selecting us as an inaugural Microsoft ISV Development Center!

Topics: ISV for CRM Microsoft Dynamics 365