Microsoft Dynamics CRM

{Quick tip} Some things to know when you put Multiline text fields in CRM Views

Sometimes there are scenarios when there is customer ask to put Multiline text fields in CRM Views.

Multiline text fields in CRM can span lot number of characters but columns in view will have a limit of 300 px.

This is something to be careful as Multiline text fields can span lot more characters on that. This what will my field look like in View:

clip_image002

So, if user needs to give a quick look on the text, there is very simple usability option given by CRM.

If you hover on the field text:

image

Hope it helps and Happy CRMing!

Microsoft Dynamics CRM

{Experience} New CRM for phones app available for iPhone, Android, and Windows Phone

The new version of Phone app is out:

http://blogs.msdn.com/b/crm/archive/2015/07/28/new-crm-for-phones-app-available-for-iphone-android-and-windows-phone.aspx

I gave it a quick try of the Android app and here is a rundown of my experience.

As soon as the Phone app is opened, first screen visible is:

clip_image001

It seems a lot neater UI and first thing I noticed is the swipe kind of marker available. Once, I swipe the marker, I am in the second area of the dashboard:

clip_image002

Clicking on the Menu(marked in yellow) opens up the following:

clip_image003

Changing dashboards(bottom of the screen 3 dots):

clip_image004

Available Dashboards:

clip_image005

Entity forms:

clip_image006

Swipe on the entity forms takes to other sections:

clip_image007

Entity ribbon (Bottom 3 dots):

clip_image008

Multi entity search (Button on top highlighted in yellow):

clip_image009

Overall, very nice version on the first experience. Great work by Product team, Give the app a try.

Note from the msdn blog:

  • The CRM for phones app requires Microsoft Dynamics CRM Online Update 1.
  • The previous version of the CRM for phones app is still available in app stores, but it’s now called CRM for phones express.

Hope it helps and Happy CRMing!

Microsoft Dynamics CRM

{Hidden Gem}Understanding Server Side sync Performance Dashboard

In my previous post, I shared Step by Step guide to configure Server side sync:

{Step by Step} Set up server side sync with CRM 2015 Update 1 Online and Office 365

This post is a logical extension to analyse Server side Sync performance using out of box tools.

Lot of times, People report issues on Server side synchronization for one particular mailbox or set of mailboxes.

First thing, in such scenarios should be to check out of box available Server side performance dashboard:

clip_image002

The first screen gives useful information on the mailboxes with hyperlinks, clicking them can directly take you to the intended mailboxes:

clip_image003

The second graph describes Mailbox processing history with Success/Failiures:

clip_image004

Third graph points to processing times:

clip_image005

Error codes (Top 5 are displayed) in the fourth graph:

clip_image006

CRM Items waiting to be traced can be found in fifth graph:

clip_image007

Last graph displays items processed or failed:

clip_image008

Hope it helps and Happy CRMing!

Note: This only applies to CRM 2015 Update 1.

Microsoft Dynamics CRM

{Step by Step} Set up server side sync with CRM 2015 Update 1 Online and Office 365

I have been getting mails on how to set up Server side Sync with Dynamics CRM. Now that I had the time, I quickly set up this step by step guide:

· First you need to go to Office 365 Console->Active Users

clip_image002

· Click on Edit license and Assign Office 365 E3 License or Exchnage plan to your office 365 user:

clip_image003

· Office 365 setup for the user is now complete. Next navigate to Settings->Email Configuration

clip_image005

· Once you navigate, you will see below screen. Navigate to Email server Profiles.

clip_image007

· Verify that the profile is already configured for you. Check Alerts, if any:

clip_image009

· Navigate back to Settings->Email Configuration->Mailboxes

clip_image010

· You will see below screen:

clip_image012

· Open up the mailbox record:

clip_image014

· Click on Test and Enable Mailbox, keep the checkbox checked. I will explain later why.

clip_image016

· I noticed an error, did I do something wrong, All Configuration test results are failure:

clip_image018

· Go to Alerts and you will see the reason. We need to approve Primary email for the mailbox.

clip_image020

· Click General and Approve Email:

clip_image022

· Test again, this time it is success:

clip_image024

· The checkbox that you clicked earlier will send you a test email to your inbox:

clip_image026

· We are done, now some incoming and outbound checks, Sending an Email activity:

clip_image028

· Status is changed to Sent:

clip_image030

· Received in my inbox:

clip_image031

· Replying an inbound mail:

clip_image032

· Soon enough in CRM:

clip_image034

Happy CRMing and hope it helps!

Microsoft Dynamics CRM

{Experience}Microsoft Edge,Windows 10 and CRM 2015 Update 1

First of all, CRM 2015 Update 1 is not supported for Edge browser over Windows 10 yet. With the help of my colleague,

I was able to run a quick show of this combination over my online trial instance. Sometimes i hear customers trying it

out without CRM experts and does not return fruitful results.

Here is a sneak peak into my findings:

Dashboard performed fine:

dashboard

Forms Loaded faster:

forms

Views did great as well:

views

Definitely, it is not supported yet. Trying to add fields into advanced find gave away the fun:

advanced find

Overall performance seemed better and CRM did perform well on the browser. Waiting for the official release

from the awesome Microsoft Product team!

Hope it helps and Happy CRMing!

Microsoft Dynamics CRM

{Quick Tip}Identify Device type in your client side scripts in CRM 2015 Update 1

Sometimes we need to make client side scripting is CRM intelligent enough to identify which device is running

and then only run some script and not others.

clip_image001

This method was introduced with Microsoft Dynamics CRM Online 2015 Update 1

context.client.getFormFactor()

The values work as below:

Value Form factor

0 Unknown

1 Desktop

2 Tablet

3 Phone

For eg, if there is a code particular to Desktop:

function fun()

{

var formFactor = Xrm.Page.context.client.getFormFactor();

if (formFactor == 1)

{

//Code specific to run on desktop

}
}

Hope it helps and Happy CRMing!