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:

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

Google Play Store:

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Microsoft Dynamics CRM

{Scripting Tip}Color Email field in CRM 2013

Recently I was again asked to color another type of CRM field based on my old post for CRM 2013 version:

https://dynamicsofdynamicscrm.com/2014/05/06/change-color-for-text-fields-dynamics-crm-2013/

This time around it was about how to be able to color an Email field.

I tried my hands with the script and this works:

$(‘#emailaddress1’).find(‘a[class=”ms-crm-gridurl”]’).css(‘color’,’red’);

Result is as below:

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Please note this is unsupported and not recommended unless absolutely needed.

Microsoft Idea site is the right place to put this requirement – it seems to be a good product feature that should be included potentially as a Business rule!!

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?

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

Microsoft Dynamics CRM

{Quick Tip} Considerations during a Dynamics 2016/Dynamics365 Upgrade

Are you a customer or you have a customer who is still on an old version of Dynamics CRM like CRM 4.0 or CRM 2011?

Are you planning to upgrade to either Dynamics CRM 2016 or Dynamics 365?

Are you migrating to the cloud directly (Dynamics 365 online) or you wish to upgrade first to an on premise version and have a vision to go to the cloud in the near future?

Since there has been so long that you have upgrade – do you wish to also re-engineer, re-design and improve your business processes along with the upgrade implementation?

This are some questions which frequently get asked around me on Upgrade assessments.

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Here are some quick high level recommendations to consider before making the choice:

· Consider that between Dynamics CRM 4.0/ CRM 2011 there is gap of almost 4 versions to Dynamics 365 – CRM 2013, CRM 2015, CRM 2016 and Dynamics 365 (I have skipped mentioning the Service packs,

   Update 1 or rollups of each version in between). This fact adds to technical complexity for the upgrade.

· It might seem very simple to add re-engineering, re-design and improvements to an Upgrade project but since there is no straight upgrade path, try and better understand the technical complexity involved.

· Understand deprecated features and ways to re-implement them. Understand that Deprecated features will result in re-design and re-design meets fresh development to maintain existing functionality.

· Understand that existing features might be able to be mapped to out of box features of Dynamics CRM 2016/Dynamics 365 and try and implement a re-design for such features which might mean fresh configurations or some development.

    Doing this will help in giving longevity to your implementation on the latest platform.

· If you have tighter deadlines, skip the improvements and re-design wherever you can concentrate on the technical upgrade.

· Understand that Dynamics CRM 2016 Platform/Dynamics 365 platform has improved and usability has changed in multiple places. This will require proper User training and such effort needs to be incorporated into the Upgrade effort.

· In case you are upgrading to the cloud, this has impact on how technical implementation has been implemented and how CRM is administered. For instance, there is no direct database access in case of CRM online which you have readily available in CRM on premise.

Hope it helps and Happy CRMing as usual!

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

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

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

Microsoft Dynamics CRM

{Quick Tip}QR Code Reader using Dynamics 365

Microsoft Dynamics 365 has a new feature which you might have read about: A BAR code scanner visual control.

However, there is another hidden gem of this control. Lets see it in action:

· Adding a single line of text field called QR Demo to Account entity:

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· Drag the field on the form and Select controls tab, Barcode scanner:

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· Select the control and select Barcode scanner for Tablets and Phones:

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· Click Ok, Save and Publish the field and customizations. Next we move to Dynamics CRM App for Phone:

QR Code Reader in Action:

· Following QR code is available to scan:

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· Open the Dynamics 365 Phone App, select the QR demo field and tap highlighted icon:

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· QR code scanner will open up:

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· Code is now scanned and filled into the field:

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Great stuff, isn’t it. Go try it out yourself.

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?

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

Microsoft Dynamics CRM

{Quick Tip} Enabling Custom entity for Quick Create

In one of the recent query asked to me, Quick create form was created for a custom entity

but was not appearing in the Quick Create Menu:

After researching, solution was as follows:

In Entity customizations, there is option to Enable Quick create which was not selected:

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Once the changes are published, Entity is available in the Quick create area:

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Hope it helps and Happy CRMing!

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

Microsoft Dynamics CRM

{Quick Tip}List of Supported languages for CRM 2016

We were looking for list of supported languages for CRM 2016 and could not find documented list of combinations.

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Here is a quick list as per available options in Microsoft download centre(Click here):

 

  • English
  • Arabic
  • Basque
  • Bulgarian
  • Catalan
  • Chinese (Hong Kong SAR)
  • Chinese (Simplified)
  • Chinese (Traditional)
  • Croatian
  • Czech
  • Danish
  • Dutch
  • English
  • Estonian
  • Finnish
  • French
  • Galician
  • German
  • Greek
  • Hebrew
  • Hindi
  • Hungarian
  • Indonesian
  • Italian
  • Japanese
  • Kazakh
  • Korean
  • Latvian
  • Lithuanian
  • Malay (Malaysia)
  • Norwegian (Bokmål)
  • Polish
  • Portuguese (Brazil)
  • Portuguese (Portugal)
  • Romanian
  • Russian
  • Serbian (Cyril ic)
  • Serbian (Latin)
  • Slovak
  • Slovenian
  • Spanish
  • Swedish
  • Thai
  • Turkish
  • Ukrainian
  • Vietnamese

Hope it helps and Happy CRMing!

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

Microsoft Dynamics CRM

{New Preview Feature}Relationship Insights for Dynamics 365: Part 1

Relationship assistant is a new preview feature released by Microsoft. It keeps an eye on your daily actions and communications and

generates a collection of action cards that are displayed prominently throughout the application to provide tailored, actionable insights.

· Navigate to Settings-> Relationship Insights

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· Accept the terms Checkbox and click Continue

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· Oops! Things don’t work out yet:

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· Go back to Settings-> Administration->System Settings->Preview:

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· Click Ok.

Note: Relationship insights is a Preview feature.

Navigate back to Settings->Relationship Insights. Things work out this time:

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In the remainder of this post, Let us explore one of the components of Relationship assistance – Base cards. Click on base card and you will see:

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Click Save and Navigate to Service Overview dashboard:

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You will see Relationship assistant coming to assist you in your day to day work:

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As per official documentation, Please note that as of 24/01/2017 this feature is only available for North America data centres.

Thanks again and Happy CRMing!

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