{CRM 2016 TIPS} Step by Step Guide and Overview: OneDrive for Business with Dynamics CRM 2016

This is a series on CRM 2016 new features, tips and tricks from my end. Rather than starting from obvious changes, I am starting from the hidden gems of this release again.

So, First things first!

What is OneDrive for Business?

OneDrive for Business is a place where you can store, sync, and share your work files.

As part of Office 365 or SharePoint Server 2013, OneDrive for Business lets you update and share your files from anywhere and work on Office documents with others at the same time.

NOTE   OneDrive for Business is different from OneDrive, which is intended for personal storage separate from your workplace. 

OneDrive for Business is also different from your Office 365 team site, which is intended for storing team or project-related documents.

If you have a small business, it’s ideal to set up your file storage to use OneDrive for Business and Office 365 team sites together.

For more details check out here: https://support.office.com/en-us/article/What-is-OneDrive-for-Business-187f90af-056f-47c0-9656-cc0ddca7fdc2

For just having a trial for One drive for Business go here: https://onedrive.live.com/about/en-sg/business/

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Add it to your existing Subscription (tenant and instance which has CRM installed).

If you are logged in and you hit a Start a free Trial, you will be able to see the following screen:

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Choose yes, add it to my account. On the next screen:

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Click Try now

This will give you a confirmation. Choose continue:

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You have successfully setup One Drive for Business Trial.

Assign the One Drive for Business License to the user:

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Hit Save.

Now to have it running with CRM:

Go to following to enable OneDrive for Business as follows.

  1. Click Settings > Document Management > Enable OneDrive for Business.

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  1. Click Enable OneDrive for Business to enable it, and then choose OK.

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Oops! You need Server based SharePoint Integration enabled.

No worries, enable it first!

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Oops! Error again:

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Go back to Office 365 screen and navigate to One Drive from the App Launcher:

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Click Next on the One Drive screen:

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Your one drive will now be setup!

Go back to your Enable link and it will work fine.

The kind of way to check it succeeded is you will have a settings area for it now(highlighted in yellow):

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Navigate to any of the Records (Account here where I have document management enabled)

And going into Account A.Datum -> Documents

Click on +New as per below screen (I an doing a word file)

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Choose One Drive for business as location and File name:

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Hit Save, when you will do it first time you will see this:

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At this moment you can change file location in one drive if you want.

IF not, hit continue like I did:

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Isn’t that Cool, this file can be access from internet if shared from One drive!

On One Drive area in Office 365 I can see a new folder for CRM now which is only accessible by me:

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Inside there is folder for Entity:

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And then for record:

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With a great feature comes a great responsibility, CRM security roles will not have control on this document if it is shared!

But this is great feature if your requirements are something like:

· Sharing content to external audience and also see it linked to your CRM records

· Some integration scenarios related to document updates

· Private documents link to your CRM records which you do not want others to access

· Digital content related systems

Hope it helps and Happy CRMing!

{Error Resolution} A Duplicate Column heading exists in Dynamics CRM

Issue in CRM 2015 Update 1 Online:

When clicking Get Data template or trying to get data from Export to excel using Static or dynamic worksheet, users are reporting the following error:

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Resolution for Data template:

Use XRM Toolbox in case of Data template to find duplicate column names using Meta Data document generator and rename duplicate display names (which are on form). Data template file is generated using form fields.

Resolution for Export to excel using Static worksheet or Dynamic Worksheet:

Remove duplicate column names from the view you are using (Do not include (base) fields for Currency fields)

Hope it helps and Happy CRMing!

{Offering Review} Custom report development for Dynamics CRM by CRMIZERS

I often hear that sometimes customers need to have custom reports created for their CRM online version which are

more complex than native CRM reports which can be generated using Wizards.

CRM on premise supports SSRS based reports written in SQL whereas CRM online supports Fetchxml version,

which needs expertise to develop.

This post outlines an offering for custom development done by CRMIZERS:

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Also, all the reports have been provided as samples in downloadable formats.

For further details on custom report development you can contact on sales@crmizers.com or check

http://crmizers.com

Hope it helps and Happy CRMing!

{Office 365 Tip} Office 365 Geographical outage map

This quick tip comes with the help of an Office 365 expert from my company.

Mostly Microsoft Office 365 is very reliable with a commitment to server 99.9% uptime guarantee. Isn’t that great?

But for that .1 % time if there is some geographical outage or something, I was suggested for this quick link to check:

http://downdetector.com/status/office-365/map/

It gives you a map to see if there are any geographical issues on the Office 365 cloud:

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Note: This is not a direct service from Microsoft, so I don’t want to suggest this is official link from Microsoft in any way.

Hope it helps!

{Useful Add-on} Maplytics for Dynamics CRM

Maplytics is a great add-on for Dynamics CRM integrating Bing maps with Dynamics CRM functionality.

It is developed by Inogic, whose CEO Roohi is a great CRM MVP over the years.

I am writing a quick review of this tool here. Overall, the tool is really great and serves as a useful means

to analyse CRM data over Bing maps.

Supported Versions: Versions: Dynamics CRM 2011, 2013 & 2015

Deployment Models: On-Premise, Online and Partner Hosted.

Features:

  • Plot any entity record on the map.
  • Proximity Search across entities simultaneously.
  • Ability to include nearby POI like restaurants, hotels, airports etc
  • Proximity Search Results saved as Advanced Find Views for future use.
  • Color coding of pushpins based on configurable categorizations.
  • Routing using multiple waypoints.
  • Opportunity and Sales Heat Maps to allow for sales analysis
  • Street View option is now available as Bird’s eye.
  • You can now include Maplytics component on Dashboard through configurable queries.
  • Ability to Print the Map and Driving directions
  • Seamlessly integrated within Dynamics CRM.

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More information can be found on following link:

http://inogic.com/Product/76/Integrations/Maplytics%E2%84%A2

Hope it helps and Happy CRMing!