Author: Prashant Shukla

MS Dynamics CRM professional with 6 years of experience. Exploring social media now, to reach more people and contribute to the community. Here to share my ideas with the community. I try to avoid customization and share solution which can be achieved via configuration. Following are my profile URLs: Micrsoft Dynamics Community: https://community.dynamics.com/members/ps/default.aspx Linkedin: http://www.linkedin.com/e/fpf/50211901 Instagram: http://instagram.com/prashaantshukla/

3 INGREDIENTS TO TAKE YOUR PORTAL TO THE NEXT LEVEL – PART III

Read Part II

Third Ingredient: Live Chat

Being responsive to your customers and prospects is very important. Installing Live Assist from Café X certainly helps both your Agents and Customers.

Examples: Live Chat

Prerequisites: You must have the following available in your D365 instance-

  1. Live Assist Solution Installed
  2. Licenses for Café X Live Assist

Scenario: I want to enable my customers to be able to chat with the Agents about shipment delays or any other issues.

Step 1: Installing Café X Live Assist

Go to D365 Admin Centre>>Applications>>Live Assist>>Manage

Manage will take you to Set up Live Assist Page>>Select the instance of your D365 CRM here

Accept the T&Cs and submit then wait for solution to be imported.

Once it’s done, you will see the ‘Live Assist’ Tile on your D365, as shown below:

Click on Live Assist>> Administration>> Enter Details>>Confirm & Authorise

Select an option, if you want to purchase or run a trial:

Click on ‘Get Started’ on the top right corner and then click ‘Start’

Copy the snippet

Note: Before pasting the snippet in D365 Portal Config, remove ‘ and ’ from your snippet

Go to Portals>>Web Templates>>Header and paste the snippet just before where it is ending (this is not mandatory); just paste the snippet anywhere before </script>. Save the form.

And that’s all, you can go to your portal and refresh it. Now you will see a ‘Live Chat’ pop up

Click on Live Chat

User/Agent logged in to D365 can pick up this chat and see all the stats related to it.

Hope this helps.

Happy CRMing!

3 Ingredients to take your Portal to the Next Level – Part II

Read Part 1

Second Ingredient: Charts

Customers logged into the portal always expect easy Interface and better visibility of their orders and its status.

Examples:

Order Status

Shipment Status

Refund Status

Ticket Status

Scenario: I want to show consignments of a customer by consignment status.

Prerequisites: You must have the following available in your D365 instance-

  1. System View of your entity and its GUID
  2. Chart for your entity and its GUID

To get help on getting GUID of a chart and view, visit https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/add-chart

Step 1: After completing the above listed prerequisites, go to Navigation>>Portals>>Entity List as shown below:

Step 2: Add entity list of the desired entity to be shown as chart and make sure you have selected the correct System View

Step 3: Replace the following text with the correct GUIDs of view and chart

{% chart id:”Enter GUID of the Chart here” viewid:” Enter GUID of the View here” %}

Step 4: Login to the portal as an admin and click edit on the corresponding page. I am doing it for ‘My Consignments’

Step 5: Select the correct entity List and then click on ‘Language Content’ tab

Step 6: Paste the text from “Step 3” here under Language Content and then click save

All done, following is what your customers will see on login.

Hope you find this helpful.

Happy CRMing! Read Part III

3 Ingredients to take your Portal to the Next Level – Part I

First Ingredient: Inserting Maps

Hello Readers

We all have been asked a question at least in one implementation that can we show a map on Portals. Well this blog is a step by step process on how to show a map for a D365 object on portals.

Examples:

Store Locator

Shipment Tracker

Scenario: I want to show In-Transit consignments of my company on a map of my Portal when the customer logs onto Portal.

Prerequisites: You must have the following available in your D365 instance-

  1. Entity which you want to show on maps
  2. Entity must have the following two fields:
    1. Latitude
    1. Longitude
  3. Bing Map/Google Map API/Credentials

Step 1: After completing the above listed prerequisites, go to Navigation>>Portals>>Entity List as shown below:

Step 2: Create new entity list for the corresponding entity; I am using a custom entity called “Consignment”.

Type a name, map the entity name, select the home page of your portal and select a view respectively, as shown below:

Step 3: Under the ‘Map View’ tab, check mark “Map Enabled”

Select your Latitude and Longitude fields

Select a Map type, I am using Bing maps

In the credentials, enter the key generated by Bing Map for D365. Check the following URL if you need help with Bing Map key generation:

https://docs.microsoft.com/en-us/bingmaps/getting-started/bing-maps-dev-center-help/getting-a-bing-maps-key

Step 4: Now login to your Portal as Admin and edit the desired page where you want to show maps and select the entity list you created above under ‘Entity List’ lookup of Portal edit page.

Save the page.

And that’s all, see the result below:

Hope you find this helpful.

Happy CRMing! Read Part II

Small but useful features Dynamics 365 V9

Multiselect Option Set

You can read about it here: http://dynamicscrmcoe.com/dynamics-365-v9-multi-select-option-set/

But how to import data with multiselect option set is a question and below is the answer:

Taking example of contacts with preferred car, following is a table on how to do it:

Correct format

Sample first Name Sample Last Name Email Mobile Preferred Car
Joe H Joe.h@sample.com +61 467891234 Honda; BMW; Toyota
Andrew Ly Andrew.ly@sample.com +61 467891235 Audi; BMW; Tesla

So, the key is to separate the values by a “;” + space

Incorrect format

Sample first Name Sample Last Name Email Mobile Preferred Car
Joe H Joe.h@sample.com +61 467891234 Honda, BMW;Toyota
Andrew Ly Andrew.ly@sample.com +61 467891235 Audi BMW Tesla

Text Wrap

This is a good one, as now the fields with big labels can be displayed in full J

Currently if we have long text labels, we can’t see the whole text and we must hover as shown below:

1

But if we enable the text wrap settings then we can see the whole text here, as shown below:

2

How to enable the settings? Go to Settings>>Administration>>System Settings>>General Tab>>First Option>>select Yes and click OK

3

Inactivity Timeout

You can now set inactivity timeout for a session along with a warning.

Go to settings>>Administration>>System Settings>>General Tab>>Scroll down>>enter your duration and click OK (as shown in the screenshot below)


4

Hope you find this helpful.

Happy CRMing !

USING SITE MAP DESIGNER IN DYNAMICS 365

Hello Readers,

I am glad that Dynamics 365 is making things easier for people with no technical background; here’s one such useful thing 🙂

Navigate to new Site Map Designer

Go to Settings>>Customisations

1

Click on ‘Customise the System’

2

Navigate to Client Extensions>>Site Map

3

Double click to open the Site Map

4

Area, Group and Subarea

This is explained in the screenshot below:

5

Adding a component

There are two ways of doing it:

1.Click on the add button on top

6

2.Click on the respective components on right

7

Let’s try and add each of the component type

Drag ‘Area’ from components window at the right and drop it just before ‘Sales’

8

Let’s give it a name by clicking on pencil icon, which you can see when you hover over the new area. After that I am placing a group and subarea under it.

9

Click on save and then publish:

10

This is how it looks now:

11

There are four different types of Subarea:

  • Entity
  • Dashboard
  • URL
  • Web Resource

All of them works fine except URL, I have used google.com.au as my URL with an expectation that it will load google within my CRM (well, I was wrong); to do that you need to add a web resource component otherwise you will see a blank screen. However, if you right click and open in a new window, it works fine.

12

So no more XRMToolBox, you can edit your sitemap from within Dynamics 365 🙂

Hope you find this helpful.

Happy CRMing !

Making a Field Mandatory Based on Forms via JavaScript in Dynamics 365

Hello Readers!

Entity Forms now come with security roles. You can select security roles and who should be allowed to see the form. This is helpful in scenarios where we have multiple forms for different departments. Let’s say we have two departments: Customer Service and Sales

Customer Service deals with people, while Sales deals with organizations.

Issue: Sales Dept. wants ‘Account/Company Name’ to be mandatory on “CONTACT” form , while Customer Service wants it to be non-mandatory. Both the departments do not want any change in the form design as it suits both.

Solution: Create/Copy a new contact form for either of the department. I am creating a new form for Sales department and naming it ‘Contact Sales Form’ (this form will be a copy of main information form).

Mandatory 1

Go to form properties.

Create a web resource and add it on load.

Mandatory2

Here’s the JavaScript I used:

function getFormName()

{

var Form = Xrm.Page.ui.formSelector.getCurrentItem().getLabel();

if (Form == ‘Sales Contact Form’)

{

Xrm.Page.getAttribute(“smsmt_accountname”).setRequiredLevel(“required”);

}

else

{

Xrm.Page.getAttribute(“smsmt_accountname”).setRequiredLevel(“none”);

}

}

 

Hope you find it helpful!

Happy CRM’ing!

Dynamics CRM Tips and Tricks

Hello Readers! The following Dynamics CRM tips and tricks might help you to save some time.

Hide Time on Email Templates

Use the following formula, assuming you want to place ‘Created on’ of Case on Email Template:

‘{!incident:createdon/@date;}’

Reduce Number of Clicks

Use recently viewed ‘Views’ and ‘Records’.

reduce number of clicks - Dynamics CRM Tips and tricks

 

Use up and down arrows (top right) on records to move to the next/previous record.

use up and down arrows

 

Use Alphabet bar on the bottom of the page to filter.

use alphabet bar

Increase Export to Excel Limit in Dynamics CRM Online

Use OrgDBorgsettings Dynamics CRM Organization Settings Editor (works well on Dynamics CRM 2013, 2015 & 2016 Online).

increase export to excel

Save Your Time & Use Keyboard Shortcuts

CTRL+S-Saves the record/form.

Esc- Close the Dialog box.

CTRL+D- Delete a record.

AL+S- Save & Close.

Shift+ALT+T- Insert a Template on Email.

Workflow Utilities for Dynamics 365

Check out and use Dynamics 365 Workflow Tools.

Auto-Generate Documents – Quotes, Invoices, etc.

Use Document Templates by Going to settings > Templates.

Auto Generate Word Template in Dynamics CRM 2016 and attach in Email

Customize Field Service Mobile App

Use Resco Mobile Woodford Solution for customization. See: Install the Field Service mobile app

Add Members of a Marketing List to Another List (One Click Solution)

Check out this blog post: Adding A Member from One Marketing List to Another

Business Process Flows Limitations

(Technet: Business process flows)

  • There can be no more than 10 activated business process flow processes per entity.
  • Each process can contain no more than 30 stages.
  • Multi-entity processes can contain no more than five entities.

Use Business Rules (Get rid of JavaScripts)

Use Business Rules to get rid of simple JavaScripts:

Understanding Business Rules in MS Dynamics CRM

Calculated & Rollup fields (Avoid plugins)

This is the best thing ever happened. 🙂  link below

Calculated and rollup attributes

Test the Performance/Diagnostics

Add this tools/diagnostics/diag.aspx to your CRM URL (Suffix) and click run.

Testing Performance on Forms CTRL+SHIFT+Q

 

Hope this helps.

Happy CRM’ing!

 

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