Are you watching Dynamics 365 Fortnight Fridays?

No – I’m not referring to the current craze – Fortnite by Epic Games – I’m referring to Microsoft Dynamics 365 Fortnight Fridays.

A very interesting Microsoft webinar takes place every 2 weeks is called Dynamics 365 Fortnight Fridays. The webinar is presented by members of the Microsoft Dynamics 365 Product Group and it covers all the latest and greatest about Dynamics 365 features and capabilities. In my humble opinion, I think it is a must watch webinar for 1 hour on a Friday every fortnight.

Here is a link to register for this free online event:

Welcome to Dynamics Fortnight Fridays

 

Dynamics 365 Testing Frameworks – open source GitHub Microsoft Dynamics CRM Testing Tools

I have been asked by several Dynamics 365 consultants and customers about which test frameworks or Dynamics 365 Testing tools that are available. Hence, I thought I create this post to list all Microsoft Dynamics CRM Customer Engagement testing tools I trust. I will continue to update this post with more tools and if you have a tool that I missed which is worth checking, please let me know and I’ll try it out then add it to the list if I found it useful to the Power Platform community.

First on my list is EasyRepro by Microsoft. EasyRepro is an automated UI testing API for Dynamics 365. This is a Dynamics 365 Testing library that aims to help teams of consultants and developers with UI Testing of Dynamics 365 solutions. EasyRepor API’s provide an easy to use set of commands that make setting up UI testing quick and easy. The functionality Microsoft provided covers core CRM commands that end users would perform on a typical workday and which can be extended to cover more functionality.

Here is where you can find Microsoft EasyRepro on GitHub:

https://github.com/Microsoft/EasyRepro

Next on the list is Fake XRM easy by my friend and fellow Microsoft MVP Jordi Montana. Fake XRM easy provides developers and consultants with a framework to run tests on an in-Memory context and allows you to do mocks or fakes for testing you Dynamics 365 components.

Here is where you can find FakeXRM easy on GitHub:

https://github.com/jordimontana82/fake-xrm-easy

There is also Wael Hamze’s xRM CI Framework which provides tools to automate the build and deployment of Dynamics 365 Customer Engagement CRM Solution. Using the framework to implement a fully automated DevOps pipeline will allow developers to deploy more frequently with added consistency and quality. It is also important here to mention that continuous deployment and a fully automated DevOps processes, provides a robust approach for development, testing and deployment and will deliver tangible savings to projects and programmes via efficiencies in development, testing and deployment

Here is where you can find xRM CI Framework on GitHub:

https://github.com/WaelHamze/xrm-ci-framework

Free GDPR Add-on Solution for Microsoft Dynamics 365 CRM Customer Engagement

Today 25th May 2018 is the day GDPR goes live! To “celeberate” this important day, and as a contribution from me to the Microsoft Dynamics 365 community, I’m offering my Dynamics 365 GDPR Add-on Solution free to the community both Customers and Partners. You can find a link to download the solution for free at the end of this post.

The solution delivers the following functionality and Data Subject requests:

  1. Consent Management
  2. The Right to be Forgotten (anonymising contacts information)
  3. Personal Identifiable Information (PII) Management

The solution includes the following components:

  1. “Consent” Custom entity with relationship to Contact entity
  2. New form for Contact entity called GDPR and few additional fields on Contact
  3. “Configuration Settings” entity for capturing config information
  4. A Plugin Assembley for the Anonmisation function
  5. A Workflow for creating tasks to renew Consent at 30, 7 and 0 days from consent end date.

For the solution to work properly, once you import the solution, you will need to do the following:

  1. Create a Queue called “GDPR” so that tasks for consent renewal created by the workflow can be added to this queue.
  2. Create a Configuration Setting record called “GDPR Contact” as the screenshot below. You need to enter names of fields you want to be anonymised separate by semicolons.

The solution takes the approach of anonymising the contact information without actually deleting the contact record. This means everything stays the same, attributed to the same contact record but the record itself will no longer hold any personal identifable information (PII) of the customer.

Here are screenshots on how the “Anonymise” button works:

GDPR Contact Form:

Click on “Anonymise” button:

Anonymised Contact record:

I hope this solution helps many in the Dynamics 365 community. If you find this solution helpful, please review and/or vote on this solution. I’ll be happy to support the solution where I can (and based on its popularity).

N.B. The solution is provided as is with no warranty. It does not guarantee GDPR compliance and your organisation will still need to ensure they are compliant.

Microsoft Dynamics 365 and Cortana Integration – the way forward from the Dynamics 365 roadmap

The publicly available Dynamics 365 Roadmap is showing some interesting new features between Dynamics 365 and Cortana. This is an integration that we have always been looking forward to but have yet to materialise into a significant feature that differentiates Dynamics 365 over its competitors.

Microsoft is saying that they are taking their Cortana integration with Microsoft Dynamics 365 to the next level by embedding your typical Dynamics 365 sales activities, your customers accounts and Dynamics 365 opportunities all of them into Cortana. This will allow Cortana to surface the most relevant to your organisation’s sales people at any time – across both personal and professional sources. So instead of going to run a report (even if it is a nice Power BI report), you could literally be asking your phone / mobile device Cortana app for your latest Sales figures or to show the latest Sales performance and activities.

Microsoft has highlighted that this feature will include the ability for Cortana to present:

Microsoft has stressed that all experiences are released globally per Cortana’s availability in English-speaking countries. Release for other Cortana supported languages will be done once translations are finalised.

More details and source can be found on the Dynamics Roadmap here:

https://roadmap.dynamics.com/#area=#application=326f31ea-2992-e611-80dc-c4346bac0910

 

Hope this helps!