Category: MS CRM 2013

MS CRM, MS CRM 2013, MS CRM 2015, MS CRM 2016, Quick Tips

Deal with Dynamics CRM Online Like a Pro

Hello Readers,

In this blog, I have tried to include useful tips for MS CRM Online. Most of the times, we are not aware of them and we end up raising a ticket to Microsoft.

You can download the tool here: https://orgdborgsettings.codeplex.com/

It is on codeplex and is supported by Microsoft.

Tested Version: MS CRM 2011, 2013, 2015 & 2016 (not Dynamics 365)

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Increase Export to Excel Record limit

For MS CRM Online the OOB limit is 10,000 records. You can increase it to any number but my personal opinion is don’t set it over 50,000 as it then starts throwing SQL Timeout error. Go to OrgDBOrgSettings and set MaxRecordsExporttoExcel and change the limit to 50,000 or less

Do not create contacts on email tracking

We know how easy it is to achieve but on an individual user level. But when it comes to MS CRM Online, we just get short of ideas on How to bulk update all users personal options. Well it’s much more easy than we thought. Go to OrgDBOrgSettings and set AutoCreateContactOnPromote as FALSE

Select your error notification preference

Go to OrgDBOrgSettings and set ClientUEIPDisabled as FALSE, this will disable the ‘send error report’ pop up which annoys all the users J

Sharepoint Folder Nomenclature

When you integrate MS CRM & MS Sharepoint, the folder name for each record of CRM in Sharepoint will have a nomenclature like Name+GUID, but to our users it does not look good. Here’s a simple trick to make your folders appear just by Name and not Name+GUID. Go to OrgDBOrgSettings and set CreateSPFoldersUsingNameandGuid as FALSE

Implicit Sharing

Read more about it here: http://blog.dorrekens.com/index.php/list/165-on-implicit-sharing-team-ownership-and-reparenting

You can disable it by changing DisableImplicitSharingOfCommunicationActivities to TRUE

Customise the Alphabet filter on any Grid/List view

It is linked to JumpBarAlphabetOverride; Read https://support.microsoft.com/en-gb/help/2494984/how-to-customize-the-alphabet-bar-for-the-crm-application-grids-for-microsoft-dynamics-crm-4.0 for more information

Change default entity for Regarding Lookup

Change SetRegardingLookupDefaultEntityType to contact and now Regarding will default to Contacts Lookup view. Here: https://bhattketan.wordpress.com/2015/12/07/change-default-lookup-setregardinglookupdefaultentitytype/

Sort Email on Social Pane

Currently, Emails are sorted by Modified on (Descending), you can change it Received on (Descending) by SortEmailByReceivedOn to TRUE

Get information about related KBs here https://support.microsoft.com/en-gb/help/2691237/orgdborgsettings-tool-for-microsoft-dynamics-crm

Hope you find it helpful..

Happy CRMing !

MS CRM 2013, MS CRM 2015

After Upgrading MS CRM 2013 to 2015 not able to add line items

Hello Readers,

its been so many days since version 2015 has been launched and now we have certain issues which we have faced after upgrading from 2013 to 2015.

One of such issue is ‘not being able to add product lines/line items’ in opportunity/quote/order/invoice

Here is a short blog on – how to resolve this issue:

When you try to add line items, you receive an error- ‘You do not have permission to access these record. Contact Your Microsoft Dynamics CRM Administrator’

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While when you check the security roles & permissions, you see all the privileges are provided on both products and related entity like opportunity/quote/order/invoice

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Note: There are no permissions in MS CRM for Opportunity Products or Quote Products Or Order Products or Invoice Products; they are managed with the help of Opportunity & Products/Quotes & Products/Orders & Products/Invoice & Products together

We all know that in CRM 2015 there are enhancements in the product catalog feature including Bundling of products, hierarchy of products etc. this has introduced few new security permissions which are required in order to add line items in MS CRM. Following is a screenshot to make this error gone:

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So you need to provide read, append & append to permissions on entities called Property, Property association, Property instance & Property option set item.

Thanks for reading !

Happy CRMing !

Business Process Flow, MS CRM, MS CRM 2013

Creating Business Process Flows in CRM 2013

Hello All,

Today I will share my thoughts on creating Business Process Flows(BPF)in CRM 2013.

First of all, let me set the context right….

BPFs are nothing but an automated replacement for your Sales pipeline; which we used to update through workflows under pipeline phase field in CRM 2011 or through customization. But now it can be automated with the help of BPFs.

How to create: Go to settings>> Processes

Click on new and select category of process as Business process flow. Now select the entity (Lead, Account, opportunity and cases in some scenarios). By default it is available for few entities rather transactional entities related to sales and case entity.

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Is it available for custom entities: Yes it is. while creating an entity checkmark ‘Business Process flow’

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Can we create a single BPF for two entities: Yes you can, you can add by clicking on +/- button

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Can we have multiple stages: Yes you can have as many stages as you want; but always keep in mind that if there are too many stages (more than 5)  it might be a difficult UI for users.

Can i add fields associated to stages: Yes you can add fields associated to stages and mark them as required as well; if you wish that without filling these fields user should not be able to move to next stages.

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Can i have different sales stages for different sales members: yes you can define via security roles. You can select which security role people to access which sales stages.

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Happy CRMing !!