Category: MS CRM 2015

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 2015

Change Display Color of Entity in CRM

Hello Readers

After the release of UR1 of MS CRM 2015 I found a strange yet useful feature. On entity configuration page there is an attribute called ‘color’. This is not yet officially mentioned anywhere in the UR1 related documents but the Good News is, its there

Screenshot below shows us the default color on Leads

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Now let’s see, how to change this color:

Go to settings>>Customizations>>Entities>>Leads

Highlighted below is the default color code

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Note: Color Code can be of maximum 7 characters

In the below screenshot, I have replaced the default color code by the color code of my choice

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You can select color codes from http://www.colorpicker.com/ or other similar websites

After changing the color code, click on save and then publish

That’s it, we are done with color change of Lead entity

Following is the result, Amazing, Isn’t it! 🙂

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Hope you find it helpful !

Thanks for Reading !

Happy CRMing !!

MS CRM 2015, Quick Tips

Auto-Numbering through Real Time workflows (No customization, No Add-on)

Dear Readers,

Generating a number automatically within CRM is one of those requirement which is been asked , almost by all client/project. We all know that auto-numbering is available out of the box for entities like case, contracts, quote, order, invoice, articles & campaigns. But usually we have two situations:

  1. Auto-numbering for entities like account, contact, opportunity etc. (not available in out of the box auto-numbering feature)
  2. Condition wise auto-numbering (business unit wise, category wise)

I am going to demonstrate situation 2, which will give you an idea for situation 1 too.

What you would need ?

  • A custom entity
  • A Real-time workflow

I am taking an example where I want my accounts should populate ‘account number’ based on ‘account category’. I have also created a lookup field on my account called ‘auto-counter’ which you can see just below category.I have got three categories in my account:

  • Direct (DC)
  • Distributor (DB)
  • Secondary (SC)

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What I want ?

I want an account number to be generated having prefix of category and then sequential 6 digit number like if my account category is direct and i am creating the very first account in CRM then account number must be like DC100001.In your case it can even be like prefix should be Business Unit’s initial; method remains same.

How to go about it?

Create a custom entity with basic field Name and other fields to be created would be equal to no. of conditions you have for auto-numbering; in my case i have 3 conditions that are account category. You might have a situation wherein you want it based on Business unit so, you will have to create fields equivalent to the no. of business units you have.

Go to settings>>Customization>>Customize the system

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Click on new to create a new entity

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You will now have to create records equal to the no. of conditions you have; so i have 3 categories in account which means 3 conditions and 3 records:

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I have kept the name as DC/DB/SC, based on the prefix i want for my account number and in the fields based on my condition i have filled DC, DB & SC as 100000 (since i wanted a 6 digit no.); Please note that, you will have to create separate records for each condition. In the first record I have created, I have filled name as DC and field ‘DC’ (whole number)  as 100000. Similarly, In the second record I have created, I have filled name as DB and field ‘DB’ (whole number)  as 100000 and so In the third record I have created, I have filled name as SC and field ‘SC’ (whole number)  as 100000

Now we can create a real time workflow on accounts:

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Now we can add steps to this workflow along with if and updates:

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First of all I am checking the category of my account; Secondly, I am updating auto-counter lookup field on account with relevant record of category:

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Then I am updating my auto-counter record (increment by 1)

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Then I am updating my account number of account with a combination of name-number of my auto-counter relevant record:

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Now if i create an account, account number is generated as soon as i save my record; something like below:

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Tips:

  • Please do hide, auto-counter field on form once your workflow starts working.
  • To remove the comma from the Auto-Number field (whole number), copy it to a calculated field of Single Line of Text

Hope you find it helpful !

Thanks for Reading !

Happy CRMing !!

MS CRM 2015, Quick Tips

Adding fields to Quick Find Search/Global Search/Universal Search Result in MS CRM 2015

Hello Readers

With the Release of CRM 2015, one of the most exciting feature is Quick Find Search/Global Search/Universal Search. There are many blogs already existing to explore this functionality.

How to Search:

http://blogs.msdn.com/b/mvpawardprogram/archive/2015/01/12/new-microsoft-dynamics-crm-2015-multi-entity-search.aspx

Setting Up & Configuration:

http://blog.sonomapartners.com/2014/09/dynamics-crm-2015-first-look-multi-entity-search.html

Tablet & Outlook client:

http://www.cargas.com/microsoft-crm-2015-universal-search-advanced-find-improvements/

What I am going to tell you today is, how to change what you want to see in the search results? Yes, its true; you can change it as per your requirement. Following is a screenshot wise step by step process to achieve the same:

On the top navigation, locate to quick search and type text>>click enter (I am searching an account named ‘Movida’)

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Currently, what you can see is Account Name, Account No. & Primary Contact

If you wish you to change it to Account Name, Account No. & Address 1:City; Go to settings>>Customization

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Click on customize the system

Expand Entity & Go to Account>>View

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Locate-Quick Find Active Accounts under views

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Double click on Quick find view to modify it; the first three columns here are the fields which you see in the results of Global/Universal Search

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So, if i wish to add Address 1: City. I will need to click on ‘Add view columns’and add my desired field here and with the help arrow keys visibl, i will bring it to either of 1st three positions.

Now, click ‘Save & Close’ and Publish customizations; you will now see the results you wanted.

Hope you find it helpful !

Thanks for Reading !

Happy CRMing !!

MS CRM 2015, Quick Tips

Useful Downloads for MS CRM 2015- Get it here

Hello Readers,

This is a quick one, in order to help you with MS CRM 2015 related downloads, so need not to go at different places/websites; all you want is here:

MS CRM 2015 Server:

https://www.microsoft.com/en-us/download/details.aspx?id=45012

MS CRM 2015 Report Authoring Extension with support for SQL server data tools:

http://www.microsoft.com/en-us/download/details.aspx?id=45013

MS CRM 2015 Outlook Client

http://www.microsoft.com/en-us/download/details.aspx?id=45015

MS CRM 2015 Language Packs:

https://www.microsoft.com/en-us/download/details.aspx?id=45014

MS CRM 2015 Email Router:

http://www.microsoft.com/en-us/download/details.aspx?id=45017

Check the compatibility of MS CRM 2015 here:

https://support.microsoft.com/kb/3018360?wa=wsignin1.0

MS CRM 2015 SDK (both online & on-premise):

http://www.microsoft.com/en-us/download/details.aspx?id=44567

MS CRM 2015 Implementation Guide :

http://www.microsoft.com/en-us/download/details.aspx?id=45022

MS CRM 2015 Custom Code Validation Tool:

http://www.microsoft.com/en-us/download/details.aspx?id=45535

MS CRM 2015 List Component for MS SharePoint Server 2010 and MS SharePoint Server 2013 (for multiple browsers)
http://www.microsoft.com/en-us/download/details.aspx?id=45018

if in case, I have missed out on any downloads, please comment and i will revert back with the URL.

Thanks for reading !

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 !