CRM 2013 Dashboard Design Difference for Outlook Client and Web Client


I had an interesting design observation while working on a Microsoft CRM project – the Microsoft Dynamics CRM 2013 or CRM Online Dashboard behavior has slight differences between the CRM Outlook Client and Web Client.

One of the differences that impacted our project design was that the “See the records associated with this view.” icon on the upper right corner on a Dashboard’s List component.  It is missing in the CRM Outlook Client.  Note: The Dashboard’s Chart component is the same for both.

In the CRM Web Client – the icon is available:

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In the CRM Outlook Client – it is NOT:

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Since most of this project’s users access CRM via the CRM Outlook Client, we needed a good work-around to quickly open the list’s associated records view from the CRM Dashboard to access CRM record commands.  It is only via the normal CRM records view that the CRM record’s context action commands are available – such as EMAIL A LINK, RUN REPORT, Export to Excel, etc.:

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Here is an out of the box design approach:

Create a corresponding Chart component next to the List component.  You can size the chart component smaller and design it to show useful summary info.  Here is a design example:

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This way, CRM Outlook Client users can quickly access the associated records view for their CRM operations by clicking on the corresponding Chart component.  I think this is a very good design approach for an operational dashboard that needs to show a list of records – the users have a visual chart summary of the data breakdown.  The other big design question I would ask is do the users of this dashboard needed any of the list components – or can they go without it and simply rely on chart components.

 

 

Contact me if you are looking for Microsoft CRM design help.

Frank Lee, Microsoft Dyanmics CRM MVP, San Francisco
Workopia, Inc. – Keeping up with the Cloud Innovations!

Posted in Best Practice, CRM 2013, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged , , , | Leave a comment

JavaScript to Set IFRAME in Microsoft CRM 2013 and CRM for Tablets


One of my clients asked to embed an IFrame in a CRM Account Form with a URL containing a specific Query String value from one of the Account record fields.  This is a pretty straight forward JavaScript. 

The CRM JavaScript to leveage is:  Xrm.Page.ui.controls.get(“IFRAME_[Insert Name]“).setSrc([Insert URL]);

However, the challenge with CRM 2013 or CRM Online is that CRM for Tablets doesn’t support IFrame at this time and therefore the above JavaScript will produce an error when opening an Account record on CRM for Tablets.  Here is the link for details on what code can run in CRM for Tablets.

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There was an error with this field’s customized event…Unable to get property “setScr” of undefined or null reference

The approach would be to check for CRM for Tablets and if it is, don’t run the IFrame portion of the JavaScript code.  Here is an example from Write and debug scripts for CRM for tablets:

var isCrmForTablets = (Xrm.Page.context.client.getClient() == “Mobile”);
if (isCrmForTablets)
{
  // Code for CRM for Tablets only goes here
}
else
{
  // Code for web browser or Outlook Client only goes here
}
// Code for any Client goes here

 

 

Contact me if you are looking for help with your CRM Online.

Frank Lee, Microsoft CRM MVP since 2006
Workopia, Inc. – Dynamics CRM Online Specialist, San Francisco

Posted in CRM 2013, CRM On Premise, CRM Online, JavaScript, Microsoft CRM, Microsoft Dynamics CRM, Mobile, MS CRM, Outlook Client, Software Development Kit (SDK), Tablet | Tagged , , , , | Leave a comment

WIF Error – Scribe CRM Adapter installation


Today I’d encountered the “Microsoft Windows Identity Foundation (WIF) is required…” error message while trying to install the latest Scribe Adapter for Microsoft Dynamics CRM v5.5 which supports connecting to Microsoft CRM 4.0, 2011, and 2013 plus CRM Online.

140325_ScribeAdapter_WIF_InstalllationError

I’d checked the Windows Server 2012 and it has the Microsoft Windows Identity Foundation (WIF) feature already installed – so this error message is not too useful.  Searching the Scribe Forum yields this thread which gave me a clue to a quick work-around:

Open a command prompt in Administrator mode and then run the Scribe Adapter for Microsoft Dynamics CRM msi file.

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Contact me if you need help with your Scribe Insight or Microsoft Dynamics CRM Online.

Frank Lee, Microsoft CRM MVP since 2006
Workopia – Microsoft CRM Online Specialist, San Francisco

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Scribe Software | Tagged , | Leave a comment

How to Keep me signed in longer than 24 hours – CRM Online Web Client


If you are using the Microsoft Dynamics CRM Online Web Client on a PC and selected “Keep me signed in” during login – your login will be expired after 24 hours.  In which case the login prompt will appear again:

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Here is a setup to allow you to keep signed in longer:  Install the Microsoft Online Services Sign-In Assistant on your PC.  Note: This is the same component that is installed if you setup the Microsoft CRM for Outlook Client.

 

Contact me if you are looking for some Microsoft CRM help.

Frank Lee, Dynamics CRM MVP San Francisco
Workopia, Inc. – Microsoft CRM Keeping it Simple!

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , | Leave a comment

How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)


 

Microsoft Dynamics CRM Online supports integration out of the box with SharePoint Online (part of Office 365) that enables you to use the document management capabilities of SharePoint Online from within Microsoft Dynamics CRM.  It enables you to store and manage documents in the context of a Microsoft Dynamics CRM record and leverage the SharePoint Online infrastructure to share, manage, and collaborate efficiently.  Because the actual documents are stored on SharePoint Online, non-Microsoft Dynamics CRM Online users can directly access the documents on the SharePoint Online, provided they have the appropriate privileges on SharePoint Online.

Here is how to setup the Document Management with SharePoint Online and Microsoft CRM Online.  Provision an Office 365 plan that includes SharePoint Online and CRM Online (such as the Enterprise E3 plan which offers a Free trial).

Next use this link to download the Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2013.

Login to your Office 365 Admin portal and click on Sites:

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Click on Team Site (or the SharePoint Site you used to setup the CRM Document Management):

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Click on Site Contents:

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Click on SETTINGS:

 

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Click on Solutions under the Web Designer Galleries section:

 

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Click on Upload Solution:

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Select the crmlistcomponent.wsp file from the Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2013 download and click OK:

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After the upload, check that that status is Activated.  If not, click Activate.

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That is all for the SharePoint Online side of the setup.  Now let’s go to CRM Online.

Open Microsoft CRM Online Web Client and navigate to SETTINGS >> DOCUMENT MANAGEMENT:

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Click on Document Management Settings and enter in your SharePoint Online URL.  Click Next:

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You will receive the following message if the SharePoint Online URL is valid:

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That is all for the CRM Online side of the setup. We are ready to use the CRM Document Management feature now.  You can check it out by going to any CRM Account record and then click on DOCUMENTS

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Look at all the Document Management Actions – Check Out, Download a Copy, Version History, etc.image

CRM Users can select the document and click on Open SharePoint to open the specific SharePoint location where the document is stored at:

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Note: To find the SharePoint Online URL – Office 365 Admin Portal >> Sites >> click on Manage and then click on the Team Site (or the SharePoint Site you used to setup the CRM Document Management)image

The popup window will show the SharePoint URL (Link Location):

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Contact me if you need some Microsoft CRM help.

 

Frank Lee, Dynamics CRM MVP
Workopia – Keeping up with the Cloud Innovations!

Posted in CRM 2013, CRM Online, Document Management, Microsoft CRM, Microsoft Dynamics CRM, SharePoint List Component | Tagged , , , , , | Leave a comment

How to Setup Microsoft Office 365 and CRM Online Trial Outlook Client


Start by requesting a Microsoft Dynamics CRM Online Trial from this site

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Then login to the Microsoft Office 365 Portal using the same Administrator login created from the CRM Online Trial.  Navigate to “Purchase Services” and request the “Office 365 Enterprise E3 Trial”.

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Once all the services are provisioned (may take a few minutes), it should look something like below:

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From the Microsoft Office 365 Portal using the same Administrator login, navigate to “Users and Groups”, click on the Administrator user and check the Assign licenses for access to Microsoft Office 365 and CRM Online.

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Note:  SMTP/POP3/IMAP are enabled by default with Exchange Online. Also the Exchange ActiveSync for Mobile Devices is enabled.  You can check for these details via clicking on the User record and then click “more” under licenses

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Next we will setup the Microsoft Outlook Client using the Exchange Online from the above Office 365 Trial.  If you have not install Microsoft Outlook yet – go to this link to download and install the latest version of Office.

Navigate to Microsoft Outlook >> File >> Account Settings:

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Use the Administrator login used above (example: admin@test.onmicrosoft.com) for the E-mail Address and then the password.

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Note:  Check the Outlook Send/Receive Groups include this new Exchange Online Account by going to Outlook > SEND/RECEIVE tab > Send/Receive Groups >> Define Send/Received Group > Edit the “All Accounts” Group >> check select “Include the selected account in this group

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That should be it to setting up Outlook with Exchange Online.  You should be able to send and receive emails using this account now.

Next we will setup the Microsoft Outlook Client with the Microsoft Dynamics CRM Online Trial.  Use this download link and run the CRM for Outlook installer. 

The Microsoft Dynamics CRM 2013 for Outlook Installing Guide.docx provides step by step details for this.

Link to more details on Office 365 + Microsoft Dynamics CRM.

 

Contact me if you need help with your CRM Online.

Frank Lee, CRM MVP since 2006
Workopia – Microsoft CRM Online Specialist

Posted in CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Office 365, Outlook Client | Tagged | Leave a comment