CRM 2016 – Tips and tricks

  1. “Reassign records” does not reassign business rules!
  2.  CRM Online System Monitoring
  3.  Audit table details
  4. Microsoft Dynamics CRM 2016 Interactive Service Hub
  5.  Open Dashboards with URL in Dynamics CRM 2015/2016
  6.  Q – Is there really no global setting in CRM for user work hours?
    Answer >>  Not natively for User working hours no. Need to write code against Calendar entity. For CRM 2013+ Customer Service hours and Holidays, yes in Service Management.
  7. Set Process through Workflow in Dynamics CRM 2016
  8. Start –

The CRM Help Center (https://www.microsoft.com/en-us/dynamics/crm-help-center/default.aspx) is a good place to start. If you are working for a Microsoft Dynamics partner then the Dynamics Learning Portal (https://mbspartner.microsoft.com/Landing) provides access to online learning courses in preparation for the exams. If you are working for a Microsoft Dynamics customer then CustomerSource (https://mbs.microsoft.com/customersource/northamerica) would be a god first step. Alternatively, you can search for local Microsoft training partners in your area if you prefer face-to-face training (http://learning.microsoft.com).

 Download the CRM training resource guide at http://clickdimensions.com/crmtraining/

9. Free Webinar Friday: Introduction to the Dynamics CRM Interactive Service Hub recording is live

10. How to import Accounts and Contacts in CRM from Excel

11 Setting Alerts on Multiple Records

12  Custom Full Search in MS CRM

13  Any idea on how can we find out who has access to each record and what level of access in Dynamics CRM online ?  —  You can use the “Acces Checker” tool from XRM Toolbox on http://www.xrmtoolbox.com. It has many useful tools for CRM implementations. Highly recommended and free!

14 Crm web client speed /browser (how to improve)

15  Dynamics CRM trick to temporarily unlock locked fields on a form for editing (unsupported ?)

16 Some Dynamics CRM workarounds

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CRM 2013 – Tips and Tricks

1) Microsoft Dynamics CRM 2013 Navigation Changes (Love it or Hate it?)

Microsoft Dynamics CRM 2013 Navigation Changes

Love it or hate it, Microsoft have changed the user navigation interface in the latest version of Microsoft Dynamics CRM. In Microsoft Dynamics CRM 2011 users were able to quickly and easily navigate to different areas of CRM, as the entire menu (sitemap) was visible at all times. <…>

2) Show your dialog in CRM 2013 modal style

Citation:

SDK: http://msdn.microsoft.com/en-us/library/jj602956.aspx#BKMK_OpenWebResource. I tried the code but I have got wrapped window.open method. After some investigations I found how CRM does it:

if (typeof Custom == "undefined") {
    Custom = {
        OpenDialog: function (webresource) {
            var $v_0 = new Mscrm.CrmDialog(Mscrm.CrmUri.create(webresource), window, 370, 370, null);
            $v_0.show();
        },
        __namespace: true
    };
}

and usage is following:

Custom.OpenDialog("/webresources/new_webresource.htm");

Comment:

Как ранее уже писал на http://social.microsoft.com/Forums/en-US/9286f985-4a50-42d2-9877-a0d7219dd695/create-custom-ui-similar-to-crm-2013-inline-lookup-window?forum=crmdevelopment#1abe0fc8-43fd-4927-b39e-c7dc312c2d80

Дополню что URL должен создаваться так:
Mscrm.CrmUri.create(String.format(“$webresource:{0}”, Name your WebResource)

и в Mscrm.CrmDialog(Mscrm.CrmUri.create(webresource), window, 370, 370, null) не обязательно передавать window там можно передать любой объект к которому добавится Opener и достать этот объект можно через var arg = getDialogArguments();

3)  PFE CRM Trace Tool

PFE CRM Trace Tool предназначен для удобного чтения файлов трассировки CRM 4.0, 2011 и 2013.

В зависимости от уровня, трассировка может предоставить очень подробную информацию о том, что делает CRM. Но к сожалению, в сыром виде она очень неудобна для чтения. Trace Tool поможет Вам с это проблемой, представив данные трассировки в удобном виде.

Использование:

  • Скачайте PFE CRM Trace Tool;
  • Из меню File откройте файл журнала трассировки:
    • Ошибки будут выделены красным;
    • Предупреждения будут выделены желтым.
  • Другой функционал:
    • Щелкните правой кнопкой по ячейке, чтобы найти в логе информацию с такими же данными (например, с таким же идентификатором);
    • Экспорт некоторой конкретной информации;
    • В области деталей есть две вкладки, которые выводят на экран информация о Стеке вызовов и Сообщении.

4) Youtube – Microsoft Dynamics CRM 2013 User Experience Overview

5) From dicussion

Andrii Butenko

Dynamics CRM MVP/ Technical Evangelist

По повода миграции могу порекомендовать использовать SSIS Integration Toolkit. Уже не один раз пользовался этим тулом как для миграции данных из других CRM систем, так и для миграции Microsoft CRM -> Microsoft CRM. http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm

Статьи, которые описывают использование – http://danielcai.blogspot.ru/search/label/SSIS%20Integration%20Toolkit

6) появились новые статьи об Бизнес Действиях (Экшенах).

   сейчас разбираемсся, экспериментируем. Могу сказать только одно, ранее прочитал несколько лживых статей, в том числе сбила столку одна фраза в СДК, что действие не может быть шагом правила. МОЖЕТ. и не только. Действие может вызываться напрямую внешними сервисами. А редактировать его могут дизайнеры. Фактически их можно использовать как коннекторы внешней шины, с настройкой в режиме синхронных бизнес правил. Также взломали систему пошаговых процессов, отображаемых на форме. Научились в бизнес процессах переключать отображаемые правила, и этапы. считывать текущий, выставлять другой по ситуации. Изменили дизайн отображаемых этапов. осталось побороть ограничение в 10 правил и 30 этапов.

7) Microsoft Dynamics CRM 2013 SDK New Features – Custom Actions

8)  There is a well known performance issue if your AsyncOperation table grows too large. Too check how many records you have in this table you can execute the following SQL statement.
SELECT Count(1) FROM AsyncOperation

Here is a Microsoft KB Article about the issue as well as some scripts to clear down the table (http://support.microsoft.com/kb/968520)

Randomly I have seen a performance issue previously which we couldn’t diagnose, in the end it turned out to be a flat battery on a RAID controller. Is your hardware up to date and healthy?

If you need any assistance in trying to identify the issue let me know and I’ll see what other suggestions I can come up with.

Dean.  http://www.flexrm.co.uk

9)  Adding Graphs to a Record Form

10) Microsoft Dynamics CRM 2013: 15 tips in 15 minutes or less– https://www.youtube.com/watch?v=kur5RXxi3L0

11)  CRM 2013 – Remote Debugging

Whale page creation

1) Crm2011 custom advanced find with silverlight

2) a. Display Custom Advance Find view in Iframe in CRM 2011

b. Display Fetch in Iframe

c. part 2

3)CRM 2011, отчет в iframe на панели мониторинга

4) Leon’s CRM Musings: Extending Dashboards Without Code

5) Microsoft Dynamics CRM Team Blog: Reports on the Dashboard

6) Microsoft Dynamics CRM Team Blog: Microsoft Dynamics XRM Dashboard using Silverlight

7) CRM 2011: Put the entity’s primary id (GUID) in the header

8) CRM2011: Attachment Image Browser HTML Web Resource

9) CRM 2011 Form Customization – Footer  <… First, we still have the light blue shading on the header.  Secondly, we moved the footer to the left navigation.  User’s may never request changing the color of the forms, but that was intended to show you that you could style the forms any which way you wanted.  Moving the footer to the left hand navigation is quite practical. …>

10) Showing related information in a CRM 2011 form (additional fields from related records)

11) Display Custom Advance Find view in Iframe in CRM 2011

12) Adding an Advanced Find Query to form

13) CRM 2011 Advanced Find – Fetch XML – import for revised find

14) !!! CRM 2011, Add mapping to advanced find.

15) Adding an Advanced Find Query to a Form Sub grid

16)  Create aspx page to put in iframe in the form based on parameter passed from the form

Microsoft Dynamics CRM 2011 Chart & DashBoard

1) Microsoft Dynamics CRM 2011 Charting Basics

2) Dashboarding Feeds in MSCRM Part 2 

3) One thing that I was curious about with the first release was how to embed an SSRS report into a Dashboard, and of course our good friends on the Microsoft CRM Team had an answer for that here.

4) How to Fix: Invalid Parameter Error When Viewing Dashboards or Sitemap in Microsoft Dynamics CRM 2011 – http://bit.ly/MDC8gw

5) Types of reports:

I explained to Pete that there are many of the standard (without configurable customization) dropdown dashboard lists that are offered complete with colorful graphics that you can view to assist analyzing your statistics:

 Record Counts – This is where Pete can view the count of a variety of CRM records such as the last seven days completed phone calls by each sales rep or number of active opportunities per sales rep.

 Exception Management – Using this Pete can view overdue sales or service activities per owner.  He can monitor outstanding actions and how they are handled.

Sales Goals –For monitoring his team’s sales performance, Pete can define sales quotas per month, quarter, or fiscal year.  Then with this drillable dashboard, Pete can look at reps’ opportunities and their actual vs. forecasted revenue. He can also easily filter the view by hovering the mouse over the owner and then view the report by opportunities. There is also a view for the individual reps to view their personal performance including the percentage of their quota completed .

Opportunity Pipeline By The Sales Stage –By using pipeline sales stages, Pete can drill into the sales funnel and easily see the owners of opportunities at each sales stage and to look at the opportunities revenue by owners and dollars.

Leads Per Source –This chart allows Pete to analyze lead percentages by source.  This can then be used to determine where you are getting the most leads – via referrals, shows, website, or other marketing vehicles.

Revenue Stream –This line graph dashboard allows Pete to view the estimated opportunity revenue by month, and the projected close dates for those opportunities.

Pete is now using the Microsoft Dynamics CRM dashboards to be able to evaluate all of his sales management and sales team processes effectively and is even more efficient.  The proficient and numerous dashboards in CRM allow crystal clear evaluation of the performance of his organization, allowing Pete the ability to be more resourceful, too.

6) We can add to dashboard: – Chart; List (grid); IFrame; Web Resource.

We can use FormXml to change Dashboard and entity Form.

7) Custom Charting Capabilities in Microsoft Dynamics CRM 2011

8)Does anyone know of a resource to add additional chart types to the MS CRM?

David Finley • Not exactly sure what you had in mind, but we have built out some custom charting solutions using Silverlight, flash charts, and recently with jQuery.

These type of solutions are custom built and in some cases are grabbing data from 50 million records to build a custom chart.

Kevin Smith • Hi Matt – If you know how to make changes to XML you can simply create a chart and export it and then edit the XML and reimport the new chart. See link below for some examples and a quick “how to”. Great way to make custom charts: 3D, Cylinder, Doughnut, Square Based Funnel,

http://social.technet.microsoft.com/wiki/contents/articles/16564.microsoft-dynamics-crm-2011-charts-customization.aspx

Jukka Niiranen • To get an understanding of the types of charts you can produce in CRM, download and install this sample solution from Mark AuCoin’s blog: http://crmmongrel.blogspot.fi/2013/02/extreme-crm-dashboard-samples.html

A great resource for all things related to tweaking the appearance of CRM charts, head straight to the CRM Chart Guy’s blog: http://crmchartguy.wordpress.com/

9) KPIs, Forecasting and Dashboard ideas for Sales Managers using Microsoft CRM

10 ) Can I hide dashboards from specific user groups or roles?