Microsoft Dynamics CRM

{Step by Step and Overview} Microsoft Dynamics 365 Organisation Insights App

One of the top most issues with Dynamics CRM online used to be to be able to monitor entity tables by size(to know which entities are occupying the maximum space?)

Well not any more! The new Microsoft Dynamics 365 App helps you there and actually does a lot more.

Here is a step by step and overview on how to get started with this awesome App from Microsoft!

Locate the App on the AppSource first:

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Next agree to some conditions from Microsoft:

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After the first one you might be asked to agree one more time, just go ahead and Click Agree:

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Keep monitoring the solution and it will be enabled soon:

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Next: As System administrator on your instance Navigate to Settings -> Organisation Insights:

Home screen on the Organisation insight shows Total active users, API success rate , etc.

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Clicking on Storage you will land on the following dashboard, it outlines total used space, Space used by CRM instances,

Top tables by size, etc.

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Also shows size of some common tables:

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What is more: you can export to excel sizes(Isn’t that cool!):

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There is also a System jobs area which shows number of Workflow executions, pass rates and throughput rates, etc.

Since this is a trial organisation, I do not have much stuff happening:

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It also allows you to check API Success rates etc:

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Last but not the least you can go and check Active usage as well:

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For detailed description of each area, visit following link: Click here

This is a great tool for Dynamics 365 and kudos to the Microsoft product team!

Hope it helps and Happy CRMing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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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

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Microsoft Dynamics CRM

{Quick Tip} Allow lookup field to search on multiple attributes and show attributes on parent entity form using Quick View

In a recent query presented across to me lookup field created for Category (custom entity) was being searched  not only based on the code

but also based on Description attribute of the Lookup.

It is a usual scenario for Category fields to have code and description attributes as well.

I tried to replicate the scenario in my Vanilla instance:

The sample values of categories are:

· A: Alpha

· B: Beta

· C: Captcha

 

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Replicating the scenario below on Account entity form, we can see that searching based on description has issues:

To fix the problem navigate to Lookup entity (in this case Category mapping), Views and select Quick Find view

for the entity (as highlighted below):

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Next click Add Find columns:

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Add the relevant find column(selected Category description) as well:

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Save, Publish your customizations. Next time on the form, even if description is typed

Category code will be automatically pulled:

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Let’s go a step ahead in improving the functionality. Now say once the Category is selected, user wishes to also see the

Category description along with the code on the form.

This can be achieved by Quick View form.

Navigate to Entity customizations, Category Mapping entity in this example -> Forms and Click New Quick View Form:

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Next add Category Description on the form and publish:

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After Publish, Navigate to Account entity form for this example and Select Quick View form on the Insert tab:

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Pick the Category Mapping Quick View form created earlier and click Ok:

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Form should now be appearing like this, Click Save and Publish:

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Now, whenever user types in either the category code or description both will be visible to the user on the form:

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Please note that the values for Category Description are just shown on the form and not actually brought over to the

Account entity in this case.

Hope it helps and Happy CRMing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

clip_image001

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