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 Microsoft Dynamics CRM, CRM Online, Microsoft CRM, SharePoint List Component, CRM 2013, Document Management | 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

CRM 2013: How to remove Business Process Flow


Microsoft Dynamics CRM 2013 comes out of the box with three system created Business Process Flows, one for Case, Lead and Opportunity.  They are activated and ready for use.

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All existing CRM Cases, Leads, and Opportunities are defaulted to these new CRM 2013 Business Process Flows.  Here is an example for a Lead:

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I very much like Business Process Flow – however there are some CRM projects that just don’t need them yet and would be better off – have them disabled.  So what is the best option to turn them off?

Here is a good approach:

Make a copy of the existing Business Process Flows.  CRM Client > Settings > Processes > open the Business Process Flow (i.e. “Lead to Opportunity Sales Process”) > click on the “Save As” button to make a copy of it for re-use in the future.

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Now you can “Deactivate” the Business Process Flow in question and then “delete” it.

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Check this out – there is no more Business Process Flow associated with CRM Lead records:

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

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

Posted in Business Process Flow, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

CRM 2013 – How to include Contact’s Middle Name field in the Flyout


Microsoft Dynamics CRM 2013 allows an option for “flyout” – a composite field that displays the multiple fields that are associated with fields such as CRM Contact’s Fullname or Address.  In the case for Contact’s Name – it will display the First Name and Last Name by default whenever a user clicks into the “Full Name” composite field within a CRM form:

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Note: There is no out of the box support to modify the flyouts – what you see is pretty much what you get at this time.

Now, a common CRM request from users is that they would like to include the CRM Contact’s “Middle Name” within the flyout.  The good news is that this is fully supported modification via the CRM System Settings.

To update the CRM Contact’s Full Name flyout to include the Contact’s Middle Name field:

Navigate to the CRM System Settings >> General tab >> Name Format >> change from “First Name Last Name” to “First Name Middle Name Last Name” >> click “OK” to save the change

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Now check out the updated Contact Full Name flyout with the included Middle Name field:

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Email me if you are looking for some Microsoft Dynamics CRM help.

Frank, Microsoft CRM MVP
Workopia Inc. – Maximum User Adoption!

Posted in Microsoft Dynamics CRM, CRM Online, Microsoft CRM, MS CRM, CRM On Premise, CRM 2013 | Tagged | Leave a comment

Update Rollup 1 (UR1) is available for CRM 2013 Online and On Premises


I’m happy to share that Update Rollup 1 (UR1) is available for CRM 2013 Online and On Premises.  If you are using the CRM 2013 Outlook Client (Online or On Premises) – I’d highly recommend that you install this UR1 as soon as possible.  Here is a link to the issues that are resolved in Update Rollup 1 for Microsoft Dynamics CRM 2013.

Here is a screen shot of the Microsoft Dynamics CRM 2013 for Microsoft Office Outlook with Offline Access version after applying the UR1.  Noticed that both the CRM Online Server and Outlook Client versions are matched:

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Contact me if you are looking for Microsoft CRM help.

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

Posted in CRM 2013, CRM On Premise, CRM Online, E-mail Router, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client, Update Rollup | Tagged , , | Leave a comment

Microsoft CRM Outlook Client Options Error


I’d upgraded a Microsoft CRM Online user’s CRM Outlook Client to 2013.  I’d used the CRM 2013 Outlook Client install bootstrapper which automatically downloads the latest installation files.  It will also detect an existing CRM 2011 Outlook Client installation and upgrade it.  The upgrade went pretty well, however after the upgrade of the CRM Outlook Client – this user encountered an error when trying to open the CRM “Set Personal Options”:

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An error has occurred.  Try this action again.  If the problem continues…”

First thing to do is perform a Re-Configure of the CRM for Outlook Client.  The steps are detailed in this link.

If the re-configuring of the Microsoft CRM for Outlook Client didn’t resolve the issue, then the next step is to delete all the .sdf files from the following two file folder locations (they will be rebuilt after CRM for Outlook loads the next time):

  1. Users > Appdata > Local > Microsoft > MSCRM > Client
  2. Users > Appdata > Roaming > Microsoft > MSCRM > Client

 

 

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

Frank Lee, CRM MVP since 2006
Workopia – Maximum CRM User Adoption!

Posted in Microsoft Dynamics CRM, CRM Online, Microsoft CRM Outlook Client, Microsoft CRM, CRM 2011, Outlook Client, Upgrade, MS CRM, CRM On Premise, CRM 2013 | Tagged , | Leave a comment

Microsoft CRM 2013 running on Microsoft Surface Pro 2


I was able to install the Microsoft Dynamics CRM 2013 Outlook Client  (version 6.0.0.809) on the just released Microsoft Surface Pro 2!  I’m running the Microsoft Dynamics CRM 2013 for Microsoft Office Outlook with Offline Access.  I can go offline and online just fine.

The Microsoft Surface Pro 2 is an excellent option for the traveling professionals that don’t want to carry a full laptop and a tablet.  Here are a few things I like about running the Microsoft CRM Outlook Client on the Surface Pro 2:

  • It performs pretty well, speed wise is pretty decent.  I think this is due to the 4th generation Haswell Intel Core i5 processor and the solid-state drive (SSD).  I would recommend going with the Surface Pro 2 256GB or 512 GB model which comes with 8GB RAM instead of 4GB RAM that comes with the 64 or 128 GB model

  • It is really, really portable.  I’d used 2 pound laptops in the past, but this beats them hands down when it comes to being mobile friendly.  I think this is mainly due to the Windows 8.1 tablet friendly touch design

  • Full-size USB 3.0 support!  This is so convenient.  I mean I can use it for so many things such as connecting a USB to Ethernet adapter or to an external data storage

 

Please note: Per the Microsoft Dynamics CRM 2013 Implementation Guide as of this writing – Microsoft Surface Pro 2 and Windows 8.1 are not listed as supported.  So you know what I’d say:  For production rollout – only deploy Microsoft CRM on supported platforms!  You will have less headaches this way in case you run into issues.  Since the Surface Pro 2 was just released – I am pretty sure it will be added to the supported list fairly soon.

 

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

Posted in CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Mobile, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, Mobile, MS CRM, Offline, Outlook Client, Surface, Tablet | Tagged , , | 1 Comment