{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!

{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!

{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.

{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!

{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!

{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!

{Quick Tip} Do not forget to use Form Sections shortcut usability for your customers on CRM 2015 Update 1

CRM 2015 Update 1 lot of interesting features. Most of them are documented and published. Often, there are smaller enhancements

which are not noticed.

One of the things I was asked recently if there is a quick way to navigate to Sections in CRM 2015 Update 1.

So, I was exploring the options and came across another hidden gem:

Taking example of vanilla Account form here

clip_image002

Once you click this you have options to pick sections:

clip_image004

When I clicked Details I was able to navigate to the particular section:

clip_image006

This is a lot better user experience as there is full focus on the section in terms of visibility.

Hope it helps and Happy CRMing!

{Quick Tip}THREE IMPORTANT THINGS ON A SOUND MINDSET FOR A DYNAMICS CRM PROFESSIONAL

If you are intended to find some technical CRM content on this blog, this is where you should stop reading my today’s blog entry because the post is headed in a different direction.

Today I am focusing on a very important aspect regarding CRM implementations which is often overlooked, which is about the importance of mind-set in CRM career based on my personal experiences

and people I have seen or worked with in the industry.

My software development career began about 10 years ago (8 years of full time and 2 years part time).

Starting young at 18 has lot of benefits but also mistakes which help in learning and adapting.

But only in about the last 4 years did I really start to see a large boost in my CRM development career.

Here are some of the things I wish I would have known when I got started in the software development industry, things that would have made me more successful, much earlier, if I would have known them.

· There are no absolute right ways to do things in CRM development

I often see people, both in studying and arguing since early on in my career, falsely believing there was an absolute “right way” for many aspects of CRM development.

It turns out that just about everything I once thought was the most right way about CRM development at some point turned out to be wrong for some different scenario.

clip_image001

· Community is extremely important in your CRM development career

To grow in the CRM industry and to truly understand the depth and extent of different scenarios, to meet likeminded and different minded brains, the most important help you can get in CRM world is communities.

Blogging, doing open source tools, webinars, conferences, being a speaker or a listener at CRM community events gives you experiences to develop sound understanding.

clip_image002

· Choosing the right managers and companies is always important

To grow in the CRM industry or any other industry, having right managers and companies is extremely important. One of the thing I learnt is if the company tells you certain thing but heads you in another direction,

it is not the right company to grow.

Choosing right company and managers is very important and adjusting is the key to grow!

clip_image003

Hope it helped, Happy CRMing!

Note: IF you could relate to some of the above, do let me know on comments!