Hope it helps!
Video direct link: http://youtu.be/5NjU880Xfmw
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Month: November 2014
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
-
Choose the Synchronization tab > synchronized fields
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For the fields you want to change synchronization, choose the arrows in the Sync Direction column. Each choice will change the direction.
Hover over a field name to see the fields mapped to it.
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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
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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:
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.
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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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:
Note: This is unsupported script and may break in future if Microsoft changes something.
Hope it helps!
{News} Make some noise. CRM 2015 online trial is here!
Today, I got to create CRM 2015 online trial instance:
http://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx
Hope it helps!
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:
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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Hope it helps!
{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:
Once on form, it refers to Member count, also work for counts more than 5000. Form screen with Member count highlighted below.
Note: This will only work for static Marketing lists.
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{Tips and Tricks} Multiple column sorting in Views for Dynamics CRM 2011/2013
One of the recent queries by an old pal was how can we sort more than 1 column dynamically as needed on views.
I was trying to find through this and found that if you click shift while clicking column header on a view you can dynamically sort with as many columns as you want:
Just need to press shift while clicking column headers. Taking example of My Open Leads view in below screen:
· Multiple columns ascending:
· Some columns ascending, some columns descending:
Please note that this is dynamic, will not persist once you navigate away from the views. But very useful, just in case you need them.
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Hope it helps!
Spell Check settings in Dynamics CRM 2011/2013
Recently our customer asked us for Spell check/correction utility for Dynamics CRM 2011/2013. After some digging I found that this is already available in Internet explorer:
Spell check settings.
Go to Internet explorer Settings-> Manage Add-ons
Pick Spelling Correction(Notice checkbox should be ticked, you can default language here as well)->
Apply change and close, now for testing let’s put some spelling mistakes in an email:
When I right click I get spelling correction suggestions:
Applicable to IE 10 and above
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Hope it helps!
Script Search Utility for Dynamics CRM 2011/2013
Script Search Utility for Dynamics CRM 2011/2013 addresses some of the following pain points while configuring, documenting and trying to resolve issues related to scripts in Dynamics CRM 2011 and Dynamics CRM 2013. Key features of this application are:
• For documentation purpose, Ability to search script files for specific text in script like unsupported scripts during CRM upgrade
• For documentation purpose, Ability to search scripts for attribute names in CRM scripts.
This tool also lets you copy search result to clipboard.
Download link: Click here
How to use :
Download the doc file, rename it to zip file, extract it and you are done.
For any issues/ bugs, you can connect me directly at –deepeshsomani@hotmail.com
This tool uses the Connection Control for Microsoft Dynamics CRM 2011 which is available at https://connectioncontrol.codeplex.com. I recommend using this tool for anyone who needs to connect to CRM instances be it office 365, on-premise or IFD.
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Hope it helps!
MSDYNAMICSBLOG BY DEEPESH 