Archive for November, 2013

Microsoft Dynamics CRM 2013 Processes New Features – Real Time Workflows

November 28th, 2013

Workflows are a central part Dynamics CRM. Sales force automation (SFA) requires a sales process with predefined activities to be completed in different stages. Over time capabilities added into the workflow engine, include: expanding the range of use cases to automate data entry tasks, to notify users of important events or to enforce custom business logic.

Workflows are no longer background processes. CRM 2011 introduced Dialogs and the possibility of building “interactive workflows” with a user interface for both presenting output as well as collecting input from the user. The terminology in Dynamics CRM was adjusted slightly in the 2011 release, with the new Process concept is used to cover the two sub-categories of Workflow Processes and Dialog Processes.

CRM 2013 introduces several new features, and moves away from the separation between interactive data entry forms and asynchronous background processes. The core CRM product offers configuration tools to build applications that adapt to the actions of the users in real time and also guides them through the business processes interactively.

Process templates are convenient when you have a number of similar workflow processes and want to define those without duplicating the same logic.

Each workflow process is associated with a single entity.

Workflow processes provide several ways to set conditions and create branching logic to get the results you want

So the concept of a “Process” in Dynamics CRM is now broader that it was previously. The Process Center in CRM 2013, “New” button presents you with a selection of 4 different process categories: Action, Business Process Flow, Dialog, Workflow.

When configuring workflows you have four major areas to consider:
• When to start?
• Should these run as a real-time workflow or a background workflow?
• What actions should these perform?
• Under what conditions should actions be performed?

Background workflows are generally still recommended because this allow the system to apply those workflows when resources on the server are available. This helps to smooth out the server work the server to and to ensure the best performance for everyone using the system.

The drawback is that actions defined by background workflows are not immediate. You can’t predict when those will be applied, and generally it will take a few minutes and in most practical cases that is as good as real time. For most automation of business processes this is fine because people using the system don’t need to be consciously aware that the process is running.

Use real-time workflows when a business process requires someone to immediately see the results of the process or when you need the ability to cancel an operation. For example, you may want to set certain default values for a record the first time it is saved, or you want to make sure that some records are not deleted.

Mabrouk Dubai – Dubai awarded Expo 202O

November 27th, 2013

Well done Dubai!
Dubai takes 116 votes to Russia’s 47 votes.
Expo 2020 is coming to town!

What’s driving the rush to the cloud?

November 26th, 2013

The way that we consume information and utilize resources is rapidly changing. Are t he days of the PC, numbered as we move rapidly into an era of mobility. Application-centric workloads let all users utilize apps and data in harmony. It’s now about data-on-demand, nay tome anywhere, and this will continue to drive forward.adoption of the cloud and its supporting technologies

There are generally 4 models:

Private. Host equipment and present a cloud model which is managed and controlled by the internal IT team. The resources, both physical and virtual, belong to the organization.

Public.Some organizations choose to work with an outside cloud provider for their hosting needs. Applications, servers and workloads are all provisioned from resources owned by the third party provider. This is the basis of a pay-as-you-grow model.

Community or cooperative clouds. This goes beyond provisioning space in a public cloud. Organizations can test and work on a cloud platform which is secure, “dedicated” and even compliant with certain regulations. Instead of giving each organization their own server in the cloud for an app, the hosting company allows multiple customers to connect into their environment and logically segments their sessions.

Hybrid. This cloud model is adopted by numerous organizations to leverage the direct benefits of both a private and public cloud environment. In a hybrid cloud, companies leverage third party cloud providers in either a full or partial manner. This increases the flexibility of computing. The hybrid cloud environment is capable of providing on-demand, externally-provisioned scalability. Augmenting a traditional private cloud with the resources of a public cloud is used to manage any unexpected surges in workload. When an organization has peak usage times, it offload its user base to cloud-based computers which are provisioned only on demand. This means that these resources are only being used as needed. So, organizations can keep a portion of their cloud environment private, but still use elements of the public cloud offering.

You’ll increasingly notice that you’re cross-connecting with more resources, more users and a lot more devices all over the world. In many cases, the workloads, data and applications your accessing isn’t even located on a corporate-owned data center. It’s all connected through an ever-expanding hybrid cloud infrastructure.

So what’s the driving force behind the hybrid cloud boom?
Software-defined technologies. A big reason for the hybrid cloud evolution is the software-defined layer. SDN bridges many of the cloud computing communications by better integrating complex routing and switching methodologies at the logical layer, software-defined networking allows administrators to create vast hybrid cloud networks capable of advanced inter-connectivity.

Greater amounts of resources. . We have more bandwidth, new ways to connect, and greater amounts of infrastructure convergence. As the integration of storage, networking and computing capabilities increased – so did the available delivery methods of cloud computing. Hybrid cloud models are now able to cross-connect with distributed data centers and utilize vast amounts of bandwidth which has now been optimized by virtual WANOP appliances.

Logical and physical integration
. New APIs let IT professionals rethink how applications and resources should integrate. We can eliminate entire layers to allow for greater application and data communication.

For business, the infrastructure will be simplified and easier to manage.
For the end users, they will have direct access into their resources, applications and data.
For both, there will be direct operational and productivity benefits by utilizing the power of a hybrid cloud model.

Costs are dropping but make sure you know what you are getting into and why because transactional base charges can soar.

50,000 networks were infected says Snowden

November 25th, 2013

A new slide leaked by Edward Snowden shows where the NSA infected more than 50,000 computer networks worldwide with malware, according to Dutch media outlet NRC.

The NSA management presentation slide from 2012 shows a world map spiderwebbed with “Computer Network Exploitation” access points in more than 50,000 locations around the globe.

Scary that it takes a Dutch outlet to tell us and the USA based NSA of course gave No Comment as their response

UAE Banks new credit exposure limite issued by Central Bank

November 20th, 2013

Official UAE news agency WAM reported this week that the Central Bank of the UAE (CBUAE) has set out rules to govern ratio requirements to which all banks must adhere to ensure their liquidity and solvency.

The new regulations are in line with Part Three, Chapter Two, of Union Law No. (10) of 1980.

The CBUAE will monitor bank credit exposure limits :
– whether banks operating in the UAE are following credit policies and exposures that are deemed to be prudent
- whether the risk arising from an excessive concentration of credit to a single borrower or to a group of related borrowers may endanger solvency.

Banks with exposures that do not conform to the new limits at the date on which they come into force will be required to improve such exposures at the rate of 20 per cent per annum, leading to full compliance with the limits in five years.

Large exposures must be reported to the CBUAE on a consolidated quarterly basis.

The CBUAE may, in the future, exempt certain exposures from the reporting requirements.

Exposures to members of a bank’s board of directors, or of a similar designated body, must be reported to the Central Bank on a quarterly basis.

Exposures to banks operating outside the UAE, irrespective of their maturity, are not allowed to exceed 30 per cent of a bank’s capital base.

The same limit applies to exposures of branches of foreign banks to their head offices and other branches abroad, as well as to foreign subsidiaries and affiliates. This limit also applies to the exposures of UAE-incorporated banks with regard to their foreign subsidiaries and affiliates.

Banks must have strict, board-approved policies to cover potential conflict of interest where loans are issued to staff members on a ‘stand- alone’ commercial basis.

Loans for business purposes should be separately classified as commercial loans and approved on an ‘arms- length’ basis.

To learn how to automate and to simplify your banking regulatory reporting – request information on BRS Analytics.

Contact: Hasan: 00971 43365589

BI4Dynamics new release – Dubai

November 14th, 2013

To better use the Microsoft Dynamics AX functionality new capabilities are added into the installation wizard for the latest release of BI4Dynamics AX which we featured last month at Gitex..

There are also new BI4Dynamics NAV 4.0.7 features
• Support for Accounting Periods (Fiscal Calendar)
• GL by Customer, Vendor, Bank Account or Fixed Asset
• Account Schedules Line global dimension filters

Contact Arindham: 043365589

CRM 2011 Update Rollup 15 – enhancements and fixes

November 12th, 2013

Several issues are resolved in Update Rollup 15 for Microsoft Dynamics CRM 2011, which has just been released

There also some worthwhile enhancements:
• a new feature that is scheduled to be delivered with Microsoft Dynamics CRM 2013. This feature moves the CRM client-specific workload into its own process so that it no longer shares memory with the Microsoft Office Outlook process. This feature is also known as Process Isolation.
• an upgrade to Microsoft SQL Server for Windows CE 4.0 for better memory management, better caching, and connection enhancements.
• updates of the CRM for Outlook configuration files to make the CRM for Outlook SDF files compatible with SQL Server for Windows CE 4.0.
• reduces performance issues that are caused by large address books.
• limits the number of active open forms.
• provides a MAPI Lock time-out.
• hard codes a previous registry setting that prevented pinned views from pulling down information to local SQL CE cache. This new DisableMapiCaching setting defaults to a value of 1. For more information about the behavior of this setting, see Slow Performance When Pinning Views in Microsoft Dynamics CRM

Contact the Synergy Software Systems CRM support team for more information.

Basel 111 update

November 10th, 2013

What is Basel III?
Simply put, the Basel Accords are a set of rules on banking regulations with regards to capital. These are extended by Basel III. This provides for a series of additions to the existing accords and are designed to limit the likelihood and impact of a future financial crisis. It requires banks to hold more higher-quality capital against more conservatively calculated risk weighted assets (RWAs), and to reduce excess leverage while ensuring sufficient liquidity during times of stress.

On the 19th November 2012, Abu Dhabi Islamic Bank (ADIB), one of the world’s leading Islamic banks, successfully issued us$1 billion-worth of additional tier 1 capital certificates, the world’s first Basel III compliant Tier 1 Sukuk issuance.

In 2012 the UAE Central Bank had indicatedthat it would begin enforcing the new capital and liquidity ratios for banks in the country from January 1, 2013,. However, on December 17, 2012, the Central Bank postponed these new regulations until further notice.

The Qatar Central Bank (QCB) last month sent a draft circular to banks on new Basel III capital rules, which build on the Basel I and Basel II documents and seek to improve the sector’s ability to deal with financial and economic stress, improve risk management and strengthen banking transparency.

The QCB circular, which included requirements for issuance of instruments such as hybrid bonds, is aimed at a quantitative impact assessment, which will form the basis for its decision.

Status?
Many companies have made moves to adopt while others are still dragging their feet

The report by the Basel Committee on Banking Supervision – to the G20 on Basel 111 in August 2013
indicates that the regulations are still evolving via consultation.

The core elements of the Basel III capital framework were finalised in 2010. Since then, the Basel Committee has largely completed the remaining components, including the capital frameworks for G-
SIBs and D-SIBs and the final standard for the LCR.

In June and July 2013, the Committee published a series of documents, including an updated
assessment methodology and higher loss absorbency requirement for G-SIBs. It also made substantial
progress in a range of areas of the Basel framework. Specifically, the Committee issued the following consultative documents:

Revised Basel III leverage ratio framework and disclosure requirements

Capital treatment of bank exposures to central counterparties;

The non-internal model method for capitalising counterparty credit risk exposures;

Capital requirements for banks’ equity investments in funds;

and Liquidity Coverage Ratio disclosure standards.

The Committee will finalise these documents after considering comments from stakeholders
and interested parties. Further work is also under way in relation to trading book capital requirements,
securitisation and the Net Stable Funding Ratio. It is intended that these policy reforms will be largely
completed during the course of 2014.

11th GCC Banking Conference

November 10th, 2013

The two-day 11th GCC Banking Conference on the “Role of the GCC Banking Sector in
Supporting GCC Economies
”, held in the City of Abu Dhabi, UAE concluded last week with a Press
Conference headed by H.E. Sultan Bin Nasser Al Suwaidi, Governor of the Central Bank of the UAE. Senior officials of the Central Bank were also present.

H.E. the Governor opened the press conference by providing a summary of the working
sessions of the Conference. The Governor answered questions addressed by the Press
regarding a number of banking and monetary topics, notably:

- The New Mortgage Loans Regulation
- The forthcoming Large Exposures Regulation and its components
- The forthcoming liquidity regulations
- The Macro-prudential policy
- The policy of opening branches of national banks in other GCC member countries
- Impact of the new Mortgage Loans Regulation on growth of the real estate sector
- SME financing program in the UAE
- Provisioning policy at banks operating in the UAE
- Regulations governing Islamic banks
- MOUs regarding Currency Swap Agreements signed with China and South Korea
- The forthcoming Financial Services Law

Earlier this year the IMF 2013 Article IV Consultation with United Arab Emirates press release stated:

The implementation of planned prudential regulations will help mitigate the risk of a build-up of banking sector vulnerabilities. With significant capital and liquidity buffers, banks show substantial resilience to shocks. Building on this strength, it will be important to preempt the build-up of new vulnerabilities. Swift implementation of the planned new prudential regulations for mortgage lending and loan concentration would mitigate the risk of rapid credit expansion and undue loan concentration to the real estate and GRE sectors in the future. These policies should be complemented by developing a more formal and transparent macroprudential institutional and policy framework. The proposed new Financial Services Law provides an opportunity to establish the legal base for such a framework. Developing the domestic fixed income market would support banks’ liquidity management as they prepare for the introduction of the Basel III liquidity norms, and would help the diversification of funding sources for corporates. The planned assessment under the Financial Sector Assessment Program (FSAP) will be a welcome opportunity to review the financial sector’s strengths and weaknesses. This assessment would also be a suitable occasion to conduct a review of the UAE’s Anti-Money Laundering/Combating the Financing of Terrorism policies.

It is good to see the conference addressing these matters in a timely manner – both for the good of the banking sector and for the U.A.E.

CRM 2013: Synergy Software Systems -Technical Considerations – Dubai

November 3rd, 2013

Microsoft Dynamics CRM is designated as a Leader in the Sales Force Automation industry in the latest Gartner Magic Quadrant for SFA report. Microsoft’s vision is to provide a CRM solution that delivers an unbeatable combination of best-in-class usability, process excellence and agility. With the release of Microsoft Dynamics CRM 2013, complemented with Yammer, and Skype, CRM 2013 is the ideal solution for all your xRM needs! Customers choose Microsoft Dynamics CRM for many reasons:

familiar interface
low TCO,
workflow engine
extensibility vi the xRM platform
the Microsoft technology stack (BI, Outlook and SharePoint),
its flexible hybrid deployment model.

Synergy keeps pace with technology. Our experienced consultants ensure both successful implementation of Dynamics CRM 2013 and continued support and enhancements.

We would like to draw your attention to some Technical Considerations for CRM Administrators contemplating upgrade to CRM 2013:

Support is being removed for:
• Windows XP, to run either Microsoft Dynamics CRM for Outlook or the web application
• Microsoft Office 2003
• E-mail Router will no longer support:
- Microsoft Exchange Server 2003 for email routing and tracking.
- Microsoft Exchange Server 2007 WebDAV protocol for email routing and tracking.
(Microsoft Exchange Server 2007 Exchange Web Services (EWS) will still be supported.)

Support will be added for:
• Microsoft Exchange Server 2013
•. Microsoft Outlook 2013
• Active Directory Federation Services (AD FS) 2.2 (ships with Windows Server 2012 R2)

Legacy features that are no longer supported
With the launch of CRM 2013, Microsoft is officially dropping support for legacy CRM 4.0 features. These features were deprecated with Microsoft Dynamics CRM 2011 and will no longer work with this new version.

Dynamics CRM 4.0 features that will no longer be supported:
• CRM 4.0 plug-ins
• CRM 4.0 client-side scripting
• CRM 4.0 custom workflow activities
• CRM 4.0 web service API (also known as the 2007 web service endpoints)
• ISV folder support for custom web applications

CRM 2011 SDK tool no longer required
The Solution Down-level utility, specifically built for the Microsoft Dynamics CRM December 2012 Service Update, is not required for Microsoft Dynamics CRM 2013. Due to improvements to the solution framework, this tool is no longer needed.

Removal of CRM 4.0 client-side scripting
Microsoft Dynamics CRM 4.0 exposed global functions and form objects to form scripting with JavaScript. If you use any custom JavaScript within your current version of Microsoft Dynamics CRM, then it is important to verify that this customized code does not disrupt a smooth upgrade to the next version of CRM.

How to identify whether you are using legacy features?
There is a tool to help you to identify and to correct unsupported code prior to your upgrade. Please contact us for advice on how to download, install, and run the tools below on your Microsoft Dynamics CRM 2011 organization

What does it mean to you?

On-premise Customers
On Premise customers have nothing to worry about. However if you would want to stay up to date with technology and ensure that your organization is at the forefront of technology, then let us help you perform the migration with ease!

Contact: Bikram – 0097143365589