{CRM 2016 Update 1} Step by Step: Embed Power BI Tiles in Dynamics CRM Online

Ever been in a situation to do advanced analytics with CRM online?

Now there is a way to embed POWER BI tiles right into your CRM Dashboard!

First things first ! Go to Power BI website for a login:

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You can choose Get Started free:

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On this screen, since I am signed into Office 365 and just said Start:

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Next you will be presented with a welcome screen, Pick My organisation:

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Then choose Services, Search for Sales and Pick Microsoft Dynamics CRM Online:

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Choose Oauth2 for authentication and specify Organisation Data service URL:

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Once setup, you will have Sales Performance Dashboard in POWER BI!

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Now, For CRM Configuration

Go to Go to Settings > Administration > System Settings.

On the Reporting tab in the Allow Power BI tile embedding option, select Yes to enable.

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Cool, Now go to Sales-> Dashboards and Click New

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Select the POWER BI Tiles you want to choose:

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Hit Ok, same way select others and Save Dashboard.

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Awesome, Power BI right into your CRM Dashboard!

Hope it helps and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

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{CRM 2016 Update 1 Tips} Step by Step: Auto folder creation to SharePoint with Dynamics CRM

CRM is changing and very quickly – The way we guys configure and use CRM is also changing very fast.

This is a quick publish article covering a great new feature my colleague recently updated me on for CRM 2016 Update 1.

Remember the requirement where we needed to write custom code to automatically create SharePoint folder for document management when any entity was created.

Something like this: https://community.dynamics.com/crm/b/aeonnexuscrm/archive/2015/10/02/auto-create-sharepoint-folder-in-crm-online

Well, now it’s all configuration!

Here is a step by step:

· Go to Settings -> Document management -> Enable Server-Based SharePoint Integration

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· All Topologies are supported now, in my case I am doing Online so selected the same:

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· Apply SharePoint site URL and Click Next:

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· Click Enable

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· Success Message! Click Finish and before doing that Check the checkbox:

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· Start selecting the entities(In my test org Account is renamed to Department) and mention SharePoint URL, Click next:

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· Select as per below screenshot, notice that there is option for Automatic folder creation:

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· Click Next and then Finish:

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Now for some quick check: Created an Account:

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Document folder was automatically created:

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From SharePoint:

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Great work Product team!

Hope it helps and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Survey} For What requirements do you use Plugins in Dynamics CRM?

Today’s post is a quick survey to check where do you guys need to use Plugins in Dynamics CRM.

I have given some common options, if you do not find an option, Please  mention it.

Thanks a lot and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Scripting Tip} Refresh form on save in CRM 2015/2016

CRM makes you re-learn your tricks of the game with each version. I had written this workaround for refreshing CRM 2013 form when the trick we guys used to use stopped working for CRM 2011:

https://dynamicsofdynamicscrm.com/2014/04/03/refresh-crm-2013-form-using-script/

This time I was suggesting this workaround for CRM 2015 and It would just not work for Save.

We ended up in a loop of refreshes for the form:

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Well, no worries here is CRM 2015/2016 compatible solution:

· Add Modified on to your form

· Add following on change function to Modified on field on the form.

function onChangeModifiedOn()

{

//Needed to set form dirty to false explicitly as it is not done by platform

Xrm.Page.data.setFormDirty(false);
var Id = Xrm.Page.data.entity.getId();
Xrm.Utility.openEntityForm(“entityname”, Id);

}

Note: This has to be only triggered for existing form types, This will not work on Create mode.

This will solve your problem and save the day for you. Hope it helps and Happy CRMing!

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{Issue Resolution}Changing security attributes is not allowed in stage 20 plugins in Dynamics CRM 2015

Issue Description:

Recently in a migration project, we had a requirement to implement an override on Owner field.

We used plugins to achieve this and started getting following error message:

Changing security attributes is not allowed in stage 20 plugins.

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Issue Resolution:

Plugin was set in Pre-Create stage.

Trying to find solutions some of the approaches that came across were:

· Turn plugin into Post-Create: This would not suit my case.

· Check plugin stage before running the assignment operation:

https://msdn.microsoft.com/en-us/library/gg327941.aspx#bkmk_PipelineStages

· Turn plugin into Pre-Validate stage.

I suggested the third route and it worked like a Charm.

CRM Tip: If you would like to understand about Pre-validation stage, here is a quick description from a great old colleague of mine: https://rajeevpentyala.com/tag/pre-validate/

Hope it helps and Happy CRMing!

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{Milestone} Learn Dynamics CRM App hits 50 downloads on Google Play store

10 days back I launched the first Dynamics CRM Blog App on Google Play store:

Learn Dynamics CRM

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This is the first and only app on Google play store to Learn Dynamics CRM and its free!

With the power of you guys and CRM community I have already reached 50 downloads across more than 10 countries.

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Thanks a lot guys and please promote my little CRMing effort in your networks and download it using your Android devices.

{SCIRPTING TIP} Filter Lookup field based on ownership in Dynamics CRM

Requirement: To filter a Lookup field options dependent on the record ownership for Lookup entity as the current user or his/her teams.

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Description: The lookup field should be filtered based on lookup entities record owned by the current user or his/her teams.

Code:

This was achieved by adding Pre-filter to the lookup field as below:

function preFilterLookup()

{

      Xrm.Page.getControl(“lookupfieldname”).addPreSearch(function ()

{

// Filter the fetchxml ownership

fetchXml = “<filter type=’and’><condition attribute=’ownerid’ operator=’eq-useroruserteams’/></filter>”;

// Apply the filter to the field

Xrm.Page.getControl(“lookupfieldname”).addCustomFilter(fetchXml);

});

}

Note: Applies to CRM 2013 and up.

Hope it helps and Happy CRMing!

{Announcement} Launching Google Play store App for MSDYNAMICS BLOG

Today Blog app for MSDYNAMICSBLOG for Google Play store is released.

Now you can keep learning Dynamics CRM with this App on your Android devices, here is the link:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog

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How this app idea was incubated:

Someone: All you know is CRM right, what other technologies do you know?

Me: I am a quick learner, Once you can work with CRM you can work with anything – including Android apps as well.

Hope it helps and Happy CRMing!

{Lessons Learned}Customizing the Social Pane in Dynamics CRM

Scenario 1: Customer wants Post tab to be removed from Social Pane

Currently customer is seeing Social Pane under Account and other Sales entity as below:

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Customer wanted two things:

· Remove Post tab from visibility

· Default to Activities instead of Post tab

Well, second bit was pretty easy: I just defaulted on the Social Pane on Form Editor ->

Double Click Social Pane on Form Editor-> Under Display change the Default tab:

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Good stuff, now for the second set of the problem. Removing Post tab completely.

I got methods like this one, totally unsupported:

http://www.crmsoftwareblog.com/2013/10/hide-post-tab-in-social-pane-microsoft-crm-2013/

The next thing I did was removed users Access on the Post entity in their Security Role. The tab was still visible, however when somebody clicked it, they got the privileges error.

This was as close to good I got, when I went to fellow MVPs for help.

And, MVPS are MVPs for a reason. MVPs @FrankLeeCRM and @edwardsdna came up with the solution for the problem.

Regarding the Post tab – should be able to remove out of the box via configuration.  Settings >> Activity Feeds Configurations >> Post Configuration >> Inactivate the entity

Publish the entity.

And the Post tab will disappear:

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Lesson Learned: There is often a supported easier way to achieve what you need in Dynamics CRM, you just need to keep trying.

Scenario 2: Customer wants to change the Phone call which appears when using Social pane to Add Phone call activity.

This one is a bit more restricted and there is no supported way to edit this user control at the moment:

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Well, I have found some alternate ways though. Suggestions from another great CRM MVP @CRMLarry got me to remember this alternative.

Use Activity grid instead of Social pane.

I have explained on this approach in a past blog which I came to remember, here is the link:

https://dynamicsofdynamicscrm.com/2015/03/05/quick-tip-design-it-simple-when-you-can-with-dynamics-crm/

Hope it helps and Happy CRMing!

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Thanks Microsoft and community for the BUSINESS SOLUTIONS MVP AWARD 2016

MVP_BlueOnlySmallI was awarded for the second time as a Dynamics CRM MVP.

I want to keep contributing for the next year and beyond. It has been a great journey so far for me and blog has been an integral part of it.

I want to thanks everyone in the community that view my videos on read my blog, my CRM YouTube channel  and finally follow me on twitter and other social media networks.

Thanks Microsoft within the organisation as well which gave me the boost to start leveraging my ability well, both when I was an employee and now when I am serving the community.

Happy CRMing!