How to Get Company’s NAICS code into Microsoft CRM using InsideView


On a recent CRM project – we have to find a way to retrieve the North American Industrial Classification System (NAICS) code to sync with a CRM Account (Company) record using InsideView.  NAICS is similar to Standard Industrial Classification (SIC) but provides a greater level of detail about a firm’s activity than SIC codes.

Until now, InsideView Insights only has the option to “Sync” the Company’s SIC code but not the NAICS code.  Well, I’m happy to say that the option is now available via the new InsideView to Microsoft Dyanmics CRM Custom Field Mapping.  This new option supports both CRM Online and On-Premises.  Yay!

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Contact me if you need some Microsoft CRM or InsideView assistance.

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

Posted in 3rd Party Addon, CRM 2011, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | Leave a comment

How to Automatically Next Stage on Business Process Flow


Microsoft Dynamics CRM 2015 and CRM Online supports “Next Stage” action on the CRM Form’s current selected Business Process Flow (BPF) via JavaScript: Write scripts for business process flows

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Using JavaScript saves the Microsoft CRM users time from manually clicking on the “Next Stage” in order to advance to the next Stage.  It also checks if the stage advance conditions have been met before advancing.

Here is the detail reference: Xrm.Page.data.process (client-side reference)

Here is an example JavaScript that I would call from the CRM Form’s OnSave event:

function BPFMoveNext() {
   // Check if BPF is on current form
   if (Xrm.Page.getAttribute("processid") != null){
      Xrm.Page.data.process.moveNext();
   }
}

Note: “processid” is the BPF’s ID, we need to check for the “proccessid” otherwise it will generate an error if there is no BPF used on the CRM form.

 

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

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

Posted in Business Process Flow, CRM 2015, CRM On Premise, CRM Online, JavaScript, Microsoft Dynamics CRM, MS CRM, San Francisco, Software Development Kit (SDK) | Tagged , , | Leave a comment

InsideView IE Settings for Microsoft CRM


InsideView Insights for Microsoft Dynamics CRM is one of the best sales and social intelligence solution available and I highly recommend it.  It is included at no additional charge with all Microsoft Dynamics CRM Online Professional and Enterprise licenses in the United States and Canada!

During a recent InsideView Microsoft CRM Outlook Client setup – I’d encountered the following error while trying to “Sync” the InsideView data with Microsoft CRM:  “Looks like we ran into an issue… There was a problem while connecting to InsideView…”image

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I was able to resolve the above error via the following Microsoft Internet Explorer (IE)  settings:

  • Add “https://my.insideview.com” to IE Trusted sites
  • Add “insideview.com” to IE Compatibility View
  • Add “insideview.com” to IE pop-ups exceptions

 

 

Contact me if you need help with your Microsoft CRM.

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

Posted in 3rd Party Addon, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, MS CRM, San Francisco | Tagged , | Leave a comment

Microsoft CRM 2015 Upgrade Requires CRM 2013 SP1


I’m currently working on a Microsoft Dynamics CRM 4.0 upgrade to Dynamics CRM 2015 project.  That is 3 versions upgrade (4.0 >> 2011 >> 2013 >> 2015).  A lot of folks asked me should they upgrade to 2013 or 2015 given that 2015 was just released – November 2014.  Unless there is something that only 2013 offers then I would go with 2015 in a HEART BEAT!

One thing to note during the upgrade process – the final upgrade to CRM 2015 requires the CRM 2013 organization to be updated with CRM 2013 Service Pack 1 otherwise you will receive the following message:

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The above message originated from our Microsoft CRM 2015 Upgrade Test environment where we had imported the CRM 2013 Organization to it.  I want to stress the importance of parallel upgrade test environments while keeping the CRM 4.0 Production environment intact.

 

 

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

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

Posted in CRM 2011, CRM 2013, CRM 2015, CRM On Premise, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0 | Tagged , | Leave a comment

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