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 CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | 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 CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Outlook Client, Upgrade | 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

Office 365 Midsize Business Plan supports Microsoft CRM Online


The Office 365 Midsize Business Plan supports Microsoft Dynamics CRM Online!  This is in-addition to the Microsoft Office 365 Enterprise Business Plans (E3 and E4).

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This gives a lower cost option for folks that want to use both Office 365 and Microsoft CRM Online.

 

Contact me if you need help with your CRM Online.

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

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Office 365 | Tagged | 1 Comment

Scribe Adapter for Microsoft Dynamics CRM 2013 and Migrating CRM 4.0 to CRM Online 2013


Scribe Software has released the Scribe Adapter for Microsoft Dynamics CRM 5.5 on November 1st, 2013.  This latest version of the Microsoft CRM Adapter supports Microsoft Dynamics CRM 4.0 or 2011 / 2013 and for all three deployment options – Online, On-Premises and Partner Hosted (IFD).  Scribe Software offers an excellent data integration and data migration tool for Microsoft CRM.

I’m currently using this tool to help a customer migrate their Microsoft CRM 4.0 On-Premises to CRM Online 2013.  I’m able to use the latest Scribe Insight 7.6.2 with the Scribe Adapter for Dynamics CRM 5.5 to connect to both the Microsoft CRM 4.0 On-Premises and to the latest Microsoft CRM Online 2013 with ease.  Yay!

Here is an interested note on migrating Microsoft Dynamics CRM file attachments.  There are two types of Microsoft CRM file attachments:

  • Regular Attachments – these are any files attached to CRM entity records except for the CRM Email Activity entity.  There is a Scribe CRM adapter data object “annotation” that will handle these types of files.

  • Email Attachments – for any files attached within the CRM Email Activity record.  There is a Scribe CRM adapter data object “activitymimeattachment” to take care of these types of file attachments.

Since the CRM 4.0 On-Premises and the Microsoft CRM Online 2013 data schema are very similar – we can map most of the entity fields to each other.  However, for file attachments – here are the proper field mappings:

  • CRM 4.0 annotation filename or activitymimeattachment filename (Source) maps to CRM Online 2013 annotation or activitymimeattachment vfAttachmentFileName (Target)

  • CRM 4.0 annotation documentbody or activitymimeattachment body (Source) maps to CRM Online 2013 annotation or activitymimeattachment vfAttachment (Target)

 

 

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

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

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Data Import, Data Migration, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Scribe Software | Tagged , , , , , , , | 3 Comments