Archive for the ‘MS Dynamics CRM’ Category

Microsoft Dynamics CRM 2013 Disable Welcome Screen

August 27, 2014

Checking “dont show this to me again” does not disable the welcome screen.

To remove permanently an registry update is necessary.

1. Start Registry Editor.

2. Locate registry subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM.

3. Right-click MSCRM, point to New, click DWORD (32-bit) Value, enter DisableNavTour, and then press ENTER.

4. Right-click DisableNavTour, click Modify.

5. In the Value data box, type 1, and then press ENTER.

6. Close the Registry Editor.

Source: James OConnor Dynamics MS CRM Blog

Microsoft Demo Builder 2013

August 17, 2014

Demo builder helps you build demos with data which can be used in your corporate demo.

It also comes with OOB SharePoint integration, Azure Integration as well as customer portal. Very handy for setting up quick demo environment.

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Check this link for details:

https://www.microsoftdynamicsdemos.com/

Guid Finder Solution for Microsoft Dynamics CRM 2011

August 5, 2014

Guid Finder Solution for Microsoft Dynamics CRM 2011.
This Solution helps to find any record “GUID” across all entities in Dynamics CRM.

The Solution includes a new Entity (called “Guid Finder”) and a plugin.

This solution enables the users to find any record Guid acress all entities.
You can query in two ways:

1) query in all entities (the plugin will retrieve all entities and will try to find the record guid in each one)
2) query just in filter entities (separeted by comas “,”).

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In the form you can write a guid, and when you créate this record, a pre-créate plugin will query all the information.
You can also see an execution log in the form after creation:

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Download

Update Rollup 3 for Microsoft Dynamics CRM 2013 (KB 2930480)

August 4, 2014

Microsoft has released Update Rollup 3. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2013. It includes performance enhancements that are packaged together for easy deployment.

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Microsoft Dynamics CRM 2013 for Android, iPhone, Windows Phone released

August 2, 2014

Microsoft just released Dynamics CRM 2013 mobile apps for mobile devices, including Android, iPhone and Windows Phone devices!

While still it is not as comprehensive as Ipad & Windows 8 mobile applications, but the mobile apps improve the usability for users and allows them to access quickly CRM information on the go.

You can download the app directly from App Store’s:

Dynamics CRM 2013 Mobile Client for Android:

https://play.google.com/store/apps/details?id=com.microsoft.crm.crmhost&hl=en

Dynamics CRM 2013 Mobile Client For iPhone:

https://itunes.apple.com/us/app/microsoft-dynamics-crm-for/id723891307?mt=8

Dynamics CRM 2013 Windows Phone App:

http://www.windowsphone.com/en-us/store/app/dynamics-crm/bdf6ad14-8ff3-4db1-a9d5-336c50ef13ee

Windows 8 App for Microsoft Dynamics CRM 2013

August 1, 2014

If using Windows 8 you can download the Windows 8 App for Microsoft Dynamics CRM 2013, it’s available through the windows store.

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System Job Report for Microsoft Dynamics CRM 2011/2013

July 25, 2014

An SSRS Report that displays a chart and record count of system jobs by status reason.
Useful for monitoring or checking the number of system jobs that are failed, waiting, succeeded etc.

Works with both on-premise/partner hosted CRM2011, CRM2013 and CRMOnline deployments.

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MS Dynamics CRM 2011/13 attachment and entity data extractor

July 22, 2014

Features at a glance

  • Download email attachments, folder with the email GUID will automatically created at file system in the same folder application is running, all the attachment for particular email will be stored in that folder for later import easiness.
  • Download note attachments, folder with Note GUID automatically created at the file system same as email attachment.
  • Download all active/inactive the records for selected entities.
  • Exported data for selected entities will have following feature as provided in filtered view table data on premise database.
    • If given attribute is lookup then export will product 3 columns per attribute signifying name, logicalname and entityname
    • If given attribute is picklist then export will produce 2 columns per attribute signifying name and value

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MS Dynamics CRM 4.0 and 2011 change organization and database name

June 17, 2014

You can easily change the display name of an CRM 4.0 and 2011 organization by disabling the organization in the Deployment manager and then edit the organization display name property. But changing the display name does not change the server url or database name.

Here’s how to:

  1. From CRM Deployment Manager
    1. Disable the organization.
    2. Select Edit Organization and change the Display name to <NewName>.
    3. Delete the organization.
  2. From SQL Server Management Studio
    1. To prevent the database being locked, take the organization datbase offline (Tasks –> Take offline) then bring it back online (Tasks –> Bring online).
    2. Rename the database to the new name
      1. Newname_MSCRM.
  3. From CRM Deployment Manager
    1. Choose import organization and select the newly renamed database. Follow the wizard and your done!

Creating reports in CRM 2011 using Microsoft SQL Server Reporting Services (SSRS)

June 6, 2014

The reports in CRM 2011 were built using Microsoft SQL Server Reporting Services (SSRS).   If you are familiar with SSRS, you can build custom reports or you can highly modify the reports that come with CRM.

Here’s a few key things to know:

1.   If you are using CRM 2011 on-line, the process of connecting to the database is different than if you are using the on-premise version.

With CRM 2011 on-line, you can’t just connect to the database.   You have to use something called a “fetch-based” connection.   See this Microsoft guidance:   http://msdn.microsoft.com/en-us/library/gg328097

2.   You can create custom CRM reports in either Business Intelligence Development Studio or Report Builder.   Either tool works.   Once you have your RDL file built, you upload it to CRM using the CRM interface.  In CRM, go to Reports and click New.   For “report type”, change the dropdown box to “existing file”.   Then point to your RDL file.

3.   Microsoft wants you to build reports on a series of special database views called “filtered views”

You don’t have to.   You can still build custom reports on the original CRM database tables.   But see this Microsoft article for a discussion of filtered views:  http://msdn.microsoft.com/en-us/library/gg328467.aspx

4.  If you want your reports to automatically filter based on the CRM record you are in, there is a trick.   For example, if you have a quote open in CRM, and you want to print a custom report just for that quote, there is a trick to building the report.

CRM has a feature called “filtered views”.

See this Microsoft article:   http://msdn.microsoft.com/en-us/library/gg328288.aspx

So, in the example of building a report on a quote, when you build the report, your sql statement should say:

SELECT
*
FROM
FilteredQuote as CRMAF_FilteredQuote

When you upload your RDL file, you must alter the properties of the report to have it show up in the quote form.  In the “categorization” section of the report properties, under “display in”, make sure you add “Forms for related record types”.

CRM will then automatically filter this custom report based on the quote that you are in.


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