Canberra CRM User Group – August 2017 – Unstructured Notes

Microsoft Canberra


Notice Board

  • Dynamics 365 plugin deprecated
  • Canberra DC/Azure regions announced – early 2018 (first half)
    • Dynamics 365 – put pressure on reps 🙂

CRM Saturday – Sydney last weekend

  • International UG event
  • Canberra 2018 call for speakers

CRM Just 1 Tip

365 Online – Reset & Copy

Reset tenancies between sandbox.  Reset to OOTB (to when created).  No data; solutions, plugins
Full copy or minimal copy

Must be Global Admin

Via 365 portal (Admin centre)
Locate instance; select target state (of Dynamics) and choose modules, language and currency

Only works on sandbox.
Copy is limited to 100GB

FULL copy does a full clone

Minimal copy only copies a selection of entities

Main Presentation: eBorderForce

Case Study

Project comes from earlier days (pre-Border Force). 
Vision: deliver digital transformation through mobility platform

Combination of equipment (Surface Pro 1) and software.  PoC in lab environment.  Business engagement and partnership essential.
Task: reduce administration overhead, modernise apps

Platform complete.  Asked business what their #1 pain/problem was.  Analyse business process, lots of paper-based activities.  Much manual data entry.
Many processes impacted by disjointed or incomplete manual processes. 


  • Industrial environment
  • Offline mode
  • Portable access
  • Safety gear/in use
  • Accessibility = efficiency gains
  • Can interop with devices whilst working
  • Users can cache their workload


  • More than doubled efficiency
  • More personnel conducting searches instead of doing administration
  • Cargo released faster
  • Better handling of data (double entry removed)
  • Correlation of data more effective
  • Goods released 24 hours sooner
  • Reduced administrative blockers

Solid platform
Worked closely with business
Did not replace systems, added business automation


Sea Cargo – extension

Different business processes, different drivers
Integration!  Dynamics as an adapter.  Mobile to CRM 2015 via SOAP adapter to ESB to legacy system.
Web services written to simplify ESB integration.  Plugins and orchestration inside CRM to manage integration.

  • Surface Pro 3
  • Direct Access, ADFS, configured for IFD, BitLocker on devices
  • Lync/Skype,
  • SSRS for printable reporting
  • WCF/SOAP for integration
  • Azure for Dev/Test and TFS for build automation

Azure provided ‘quick start’ and remote work opportunities.  Tight timeframes, long lead times on procurement of onpremise environments.

Windows App driven (mobile client)

Field Service an option (maybe not viable at the time)
Common interface; different business process. Air and Sea different apps, same UI and usability
Baked synch functionality into the app.  Sea cargo app has different users, had to expose the synch option through UI
Reporting – provided live data instead of waiting for a week for mainframe data
Metrics!  Real time stats for scanning KPIs, live on dashboards & screens, driving other processes.  Sometimes this replaced whiteboards and bespoke SharePoint dashboards


Reference data (overnight sync)

AD for group membership

SQLite for syncing

ESB messages to/from (secure)

ADFS – client ID configured

Certificates (expiry)


Security model, extensibility, integration options, reporting


Different processes

Integration (moving parts)

Shared platform (coordination)


App UI vs CRM UI consistency

Syncing (client-server)

No peer-to-peer

BLOB storage (take photos), CRM attachment limitations

Offline states


On-premise version of PowerBI?

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