Microsoft Dynamics CRM

Hidden Gems in Dynamics CRM 2015: Control field synchronization between CRM and Outlook or Exchange

With field synchronization in CRM 2015, admins can set the sync direction between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook fields. You can control synchronization when using either Outlook synchronization or server-side synchronization (Exchange).

For example, a salesperson may want to take personal notes about a contact and not want the notes to synchronize with CRM data available to all users. You can set the Personal Notes field for contacts in Outlook to not CRM for Outlook with CRM so the salesperson’s notes will remain private.

In CRM, choose Microsoft Dynamics CRM > Settings > Email Configuration > Email Configuration Settings

  1. Choose the Synchronization tab > synchronized fields

  2. For the fields you want to change synchronization, choose the arrows in the Sync Direction column. Each choice will change the direction.

    Appointment fields for synchronization

    Hover over a field name to see the fields mapped to it.

  3. Choose OK > OK to close the open dialog boxes.

 

Permissions and synchronization

Role-based security controls access to a specific entity type, record-based security controls access to individual records, and field-level security controls access to specific fields. All these can impact what is synchronized between CRM and CRM for Outlook or Exchange.

Source: Technet

Hope it helps!

Microsoft Dynamics CRM

CRM 2015: Customize the help experience

 

As an administrator for Dynamics CRM 2015, you can use the settings to override default Help at the global level, in Microsoft Dynamics CRM > Settings > Administration > System settings > General tab, as shown below:

Global custom Help in Dynamics CRM

To override the default Help for an entity, use the settings in Microsoft Dynamics CRMSettings > Customization > Customize the system > Componenets > Entity > General tab. You must first enable custom Help at the global level.

Entity level custom Help in Dynamics CRM

To append the parameters to URL, set Append Parameters to URL in the System settings > General tab to Yes. Specify the parameters that will be attached to the URL:

  • User Language Code: userlcid
  • Entity Name: entity
  • Entry Point: hierarchychart or form
  • Form Id: formid

Source: Technet

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Microsoft Dynamics CRM

CHANGE COLOR FOR LOOKUP FIELDS : DYNAMICS CRM 2013

Sometimes we get requirement to change the text colour for some fields in Dynamics CRM 2013 in order to highlight them in different colour. I wrote one for text field but recently got asked to change for Lookup field in a query. I do suggest that it is unsupported, but still as an experiment here it goes:

You can add the scripts on-load or based on some condition.

For changing colour during field is non-selected:

//Setting red colour

$(‘#fieldname’).find(‘span[class=”ms-crm-Lookup-Item-Read”]’).css(‘color’,color);

Now Lookup Field looks like this:

clip_image002

Note: This is unsupported script and may break in future if Microsoft changes something.

Hope it helps!

Microsoft Dynamics CRM

My Adventures with CRM 2013 and HTML5: Progress bar control

Recently, I was seeing the newer HTML 5 tags which have been coming through, I was looking for ones which are accepted across most browsers which CRM 2013 supports. One of the controls I want to discuss here is Progress bar control. There are many times we require progress bar control depending on conditions on Forms, Dashboards, etc. Here is one which one of my old company buddy was been asked by for client. It is totally supported and will work for newer browsers which support HTML 5 tags.

Scenario: Show progress bar based on Business stages completed in Business Process.

Implementation: Implement an HTML web resource for Business process progress:

Output:

clip_image002

Code:

<html><head>

<script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script>

<script type=”text/css”>

progress {

background-color: #f3f3f3;

height: 18px;

}

</script>

<script type=”text/javascript”>

function onload()

{

//debugger;

var stageid = window.parent.Xrm.Page.getAttribute(‘stageid’).getValue();

var percent;

if(stageid == “f99b4d48-7aad-456e-864a-8e7d543f7495”)

{

percent = “25”;

}

else if (stageid == “”) //Stage 2

{

percent = “50”;

}

else if (stageid == “”) //Stage 3

{

percent =”75″;

}

else if (stageid == “”) //Stage 4

{

percent = “100”;

}

document.getElementById(‘p’).value = percent;

}

</script>

<meta charset=”utf-8″></head>

<body onload=”onload()”>

<p>Business Process Progress:</p>

<progress id=”p” value=”0″ max=”100″><span>0</span>% played</progress>

</body></html>

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Microsoft Dynamics CRM

{Tips and Tricks} Show Marketing List count on Forms in CRM 2011/2013

One of the cool thing to try out on marketing list is that the count can be shown on CRM 2013/2011 form. Refer Form editor for Marketing list, highlighted field below:

clip_image002

Once on form, it refers to Member count, also work for counts more than 5000. Form screen with Member count highlighted below.

clip_image004

Note: This will only work for static Marketing lists.

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Hope it helps!