InsideView works on Microsoft CRM 2015 On Premises


InsideView has one of the best customer insight and data quality solutions for Microsoft Dynamics CRM.  With last month’s general availability of Microsoft CRM 2015 – here is InsideView solution working within Microsoft Dynamics CRM 2015 On Premises (also works for CRM Online 2015):

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Contact me if you need some Microsoft CRM assistance.

Frank Lee, Microsoft CRM MVP San Francisco
Workopia – Maximum User Adoption!

Posted in 3rd Party Addon, CRM 2015, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , | Leave a comment

How To Schedule Your CRM Online (2015) Update


Microsoft Dynamics CRM Online team has emailed CRM Online (2013) Administrators “Admin action required: Approve update to Microsoft Dynamics CRM Online 2015!”  The email contains the direct link to schedule the upgrade: https://port.crm.dynamics.com/G/UpgradeSchedule/index.aspx

Alternatively, you can login to Microsoft Online Portal that contains the Dynamics CRM Online account.  Sign in with a user that has the “Global administrator” role

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Navigate to Admin >> CRM

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Click on the “Manage updates”:

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Schedule your update and click Next:

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Review and click “Approve Update” to finish.

 

 

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 CRM 2015, CRM Online, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Office 365, Service Update, Update, Upgrade | Tagged | Leave a comment

Microsoft Dynamics CRM 2015 Downloads


90-day trial keys:

  • Microsoft Dynamics CRM Workgroup Server 2015 (5 CAL limit):
    Y8GN-DF2MC-FV482-YM9YP-HH6H2

  • Microsoft Dynamics CRM Server 2015 (no CAL limit):
    C6BDP-T6NK9-8TXJP-36WTB-TXW7V

If you use a 90-day trial key, you can enter a valid commercial product key at any time during the trial period to continue to use the product.

Here is a list of the Microsoft CRM 2015 Downloads URLs:

Microsoft Dynamics CRM Server 2015
http://www.microsoft.com/en-us/download/details.aspx?id=45012

Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (Outlook Client)
http://www.microsoft.com/en-us/download/details.aspx?id=45015

Microsoft Dynamics CRM 2015 Email Router
http://www.microsoft.com/en-us/download/details.aspx?id=45017

Microsoft Dynamics CRM 2015 Report Authoring Extension (with SQL Server Data Tools support)
http://www.microsoft.com/en-us/download/details.aspx?id=45013

Microsoft Dynamics CRM 2015 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)
http://www.microsoft.com/en-us/download/details.aspx?id=45018

Microsoft Dynamics CRM 2015 Language Packs
http://www.microsoft.com/en-us/download/details.aspx?id=45014

Microsoft Dynamics CRM Implementation Guide for CRM Online and CRM 2015 (on-premises)
http://www.microsoft.com/en-us/download/details.aspx?id=45022

Microsoft Dynamics CRM Software Development Kit (SDK) for CRM Online and on-premises CRM 2015
http://www.microsoft.com/en-us/download/details.aspx?id=44567

Microsoft Dynamics Marketing 2015 Update Software Development Kit (SDK)http://www.microsoft.com/en-us/download/details.aspx?id=45023

 

Compatibility with Microsoft Dynamics CRM 2015

 

Contact me if you need help with your Microsoft Dynamics CRM.

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

Posted in CRM 2015, CRM On Premise, CRM Online, Implementation Guide, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client, SharePoint List Component, Software Development Kit (SDK), Update | Tagged , , | Leave a comment

Build the Microsoft CRM 4.0 Plug-in Registration Tool with Visual Studio 2013


I had a recent CRM project where I needed the Plug-in Registration Tool for Microsoft Dynamics CRM 4.0.  I have the Plug-in Registration Tool for Microsoft CRM 2011, CRM 2013 and CRM Online readily available.  However, these versions of the Plug-in Registration Tool are not backward compatible to support Microsoft CRM 4.0.  The only option is to build the Microsoft CRM 4.0 Plug-in Registration Tool or find an already built one.

The Microsoft Dynamics CRM 4.0 Software Development Kit (SDK) calls for Microsoft Visual Studio 2005 or Visual Studio 2008 as a requirement.  Both are pretty out-dated at this point.  So I went ahead and used the latest (Visual Studio 2013) to build the Microsoft CRM 4.0 Plug-in Registration Tool.

Here are my notes in-additions to the good instructions found in the build the Microsoft CRM 4.0 Plug-in Registration Tool write-up:

  • Opening the CRM 4.0 SDK pluginregistrationtool.csproj project file in Visual Studio 2013 will prompt that the project must be converted since it was created in a earlier version of Visual Studio:

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  • Need to update the pluginregistrationtool project properties to target .NET Framework 3.0 per this upgrade warning message.  The build will fail if keep with the default .NET Framework 2.0:

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Here is the successful build of the CRM 4.0 Plug-in Registration Tool using Visual Studio 2013 – Yay!

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

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

Posted in Customization, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Software Development Kit (SDK) | Tagged , | Leave a comment

Scribe Custom Query Filter – Yesterday and Tomorrow Functions


One of my favorite Scribe Insight capabilities is the Custom Query for Microsoft Dynamics CRM adapter.  Custom Query option in the Configure Source dialog box enables you to filter the source data, select a subset of fields from an object, or to join multiple objects.  I really like the ease of using the “Filters” – I can construct the filters using a visual editor vs. raw SQL syntax.

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The Custom Query Filter supports Scribe functions:

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For example, if I want to filter the source data set for all the Microsoft CRM Accounts with a “Modified On” date value of today, there is a Scribe TODAY function to use for the custom query:

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This is similar to the following Microsoft CRM Advanced Find setup:

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But how about a Scribe “Yesterday” or “Tomorrow” function?  There isn’t a built-in one but it can be setup very quickly using the TEXT and TODAY functions:

Scribe’s Yesterday:
TEXT((TODAY() – 1), “MM/DD/YY”)

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Which is similar to the following Microsoft CRM Advanced Find setup:

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Scribe’s Tomorrow:
TEXT((TODAY() + 1), “MM/DD/YY”)

Which is similar to the following Microsoft CRM Advanced Find setup:

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Contact me if you need some Microsoft Dynamics CRM assistance.

Frank Lee, Microsoft Dynamics CRM MVP San Francisco
Workopia, Inc. – Maximum User Adoption!

Posted in CRM On Premise, CRM Online, Data Import, Data Migration, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, Scribe Software | Tagged | Leave a comment

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