Archive for the ‘MS Dynamics CRM’ Category

CrmXpress Theme Editor for Dynamics CRM 2016

January 28, 2016

A theme editor for Microsoft Dynamics CRM 2016. This solution allows you to edit theme colors by providing a GUI to select color rather than entering HEX values.

The idea is not to replace or provide any existing functionality(Create/Delete/Preview) but to provide an easier way to pickup colors for your themes.

Your feedback/feature requests are welcome.

This version of CrmXpress Theme Editor for Dynamics CRM 2016 has been tested against Microsoft Dynamics CRM 2016 On Premise and with Internet Explorer 11.

This solution uses the following open source plugins/libraries

Bootstrap – http://www.getbootstrap.com/
JQuery – http://www.query.com/
Tiny Color Picker – http://www.dematte.at/tinyColorPicker/
Visit : http://blog.crmxpress.net for more tools, tips and tricks.

Download

Performance Analyzer for Microsoft Dynamics (DynamicsPerf)

January 6, 2016

Performance Analyzer for Microsoft Dynamics (DynamicsPerf 2.0) is a toolset developed by Microsoft Premier Field Engineering. This toolset is a set of SQL scripts to collect SQL Server DMV data and Microsoft Dynamics specific product data persisted into a singular database called DynamicsPerf. This allows for quick resolution of performance issues on Microsoft Dynamics products (CRM, AX, GP, NAV, SL)

Download

Power BI Microsoft took a great step to integrate Dynamics CRM

December 25, 2015

Microsoft is building lots of cloud based technologies these days and Microsoft Dynamics CRM is not an exception. With a powerful data visualisation tool like Power BI Microsoft took a great step to integrate Dynamics CRM and Power BI which means you can easily connect from Power BI website and Power BI Desktop to a cloud based Microsoft Dynamics CRM instance. In this article I express a step-by-step tutorial to be able to connect to connect to Dynamics CRM from Power BI website as well as Power BI Desktop.

Prerequisites:

  • You can only connect to Dynamics CRM Online (Cloud based Dynamics CRM) from both Power BI Desktop and Power BI website. If you have an older version on-premises Dynamics CRM and you’re willing to create visualisations on Power BI then you need to connect to the CRM database on SQL Server instance just like any other SQL Server databases.
  • You need to have a valid OData URL for a Dynamics CRM Online instance and an administrator must enable the OData endpoint in the CRM site settings. To find the OData endpoint address:
      • After browsing your CRM Online in a browser click “Customizations” from “Settings”

Dynamics CRM OData for Power BI

      • Click “Developer Resources”

Dynamics CRM OData for Power BI 2

      • Scroll down and then you can see OData URL under “Organization Data Service”

Dynamics CRM OData for Power BI 3

  • You should connect to Dynamics CRM Online using the same user account as your Power BI website. So if you have a different Power BI account then unfortunately you need to create a new account in Power BI which is identical to your CRM account.
  • Your browser’s popup blocker should be disabled or you should exclude https://login.microsoftonline.com from your popup blocker.
  • As Microsoft Dynamics CRM is integrated with Power BI you need to have Office 365 subscription. If you don’t have Dynamics CRM Online and Office 365 subscription, but, you’re willing to learn how Power BI and Dynamics CRM Online work together you can sign up for a 30-day trial of Microsoft Dynamics CRM here. There is also a trial guide for Microsoft Dynamics CRM Online and Office 365 here.

Power BI Website and Dynamics CRM:

Get Data:

  • Browse and sign in to Power BI website from a browser
  • Click “Get Data” Power BI Get Data
  • From “Content Pack Library” click “Services”

Power BI CRM Connector

  • Click “Microsoft Dynamics CRM” then click “Connect”

Power BI CRM Connector 2

Power BI CRM Connector 3

  • If you get the “Parameter validation failed, please make sure all parameters are valid.” error message then you probably forgot to remove the forward slash (/) from the OData URL.

image

The OData should be something like this:

https://%5Btenant%5D.crm5.dynamics.com/XRMServices/2011/OrganizationData.svc

rather than

https://%5Btenant%5D.crm5.dynamics.com/XRMServices/2011/OrganizationData.svc/

  • Select “oAuth2” from “Authentication Method” drop down list then click “Sign In”

Power BI CRM Connector 4

  • Now you’re connecting to Office 365. Sign in to your office 365 account and click on “Work or school account”. Remember, you should use the same user account as your Dynamics CRM Online account here.

Office 365 Credentials

NOTE: Your popup blocker should be disabled.

  • Sign in to your Office 365 account
  • Voila! You can see a predesigned dashboard ready to use in your Power BI website.

Dynamics CRM and Power BI

Schedule Refresh:

  • Find the Dynamics CRM in “Datasets” pane then click “Open Menu” ellipsis

Dynamics CRM and Power BI 2

  • Expand “Data Source Credentials” and “Schedule Refresh” and setup the desired schedule

Dynamics CRM and Power BI 3

Power BI Desktop and Dynamics CRM:

Get Data:

  • Open Power BI Desktop
  • Search for “CRM” to easily find the connector then click connect

Dynamics CRM and Power BI 4

  • Past the OData URL you copied before
  • Remember to remove the last forward slash from the end of the URL
  • Click OK

Dynamics CRM and Power BI 5

  • You can search the tables and select those ones you need then click “Load”

Dynamics CRM and Power BI 6

  • Now you can create your visualisations. I’m not going to explain how to do that as it had been covered here.
  • Publish the visualisation to Power BI website by clicking on the “Publish” button from the ribbon bar

Dynamics CRM and Power BI 7

Schedule Refresh:

  • From Power BI website find your newly published dataset from “Datasets” pane
  • Click “Open Menu” ellipsis

Dynamics CRM and Power BI 8

  • Click “Schedule Refresh”
  • Click “Edit Credentials” under “Data Source Credentials”
  • Select “oAuth2” from “Authentication Method” drop down then “Sign In”

Dynamics CRM and Power BI 9

  • Connect to Office 365 using your credentials
  • Expand “Schedule Refresh” and setup the desired schedule

Dynamics CRM and Power BI 10

Source: Business Intelligence Insight

Microsoft Dynamics CRM 2015 Workflow Tools Solution 1.0.10.0

December 1, 2015

This project contains Tools created in WorkFlow Activities to be imported in Dynamics CRM, to use them
All the Source code is included and open.
Download
Right now there are this tools:

  • Force Calculate Rollup Field

Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.
The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.

  • Apply Routing Rules

This Action forces the execution of the active Routing Rules for the Case passed in the parameter

  • Query Values Step

This Action could be used to query to another entity with two filters fields, and get up to two fields. Very usefull for example to query a custom entity used with parameters.

  • Share Record With Team

This Action could be used to Share a record with a Team .

  • Share Record With User

This Action could be used to Share a record with a User.

  • Unshare Record With Team

This Action could be used to Unshare a record with a Team.

  • Unshare Record With User

This Action could be used to Unshare a record with a User.

  • Check If User is in Role

This Action is for checking if the user has assigned a Security Role.

  • Check If User is in Team

This Action is for checking if the user is a member of a specified Team.

  • Add To Marketing List

This Action is for adding accounts, contacts and lead to marketing lists.

  • Remove From Marketing List

This Action is for adding accounts, contacts and lead to marketing lists.

  • Clone Record

This Action is for record clonning. You can clone any record, using their URL.

Microsoft Dynamics CRM turn off the welcome screen (navigation tour)

October 28, 2015

When people first start Microsoft Dynamics CRM, they are offered a quick overview of CRM. They can start the navigation tour by choosing Let’s go.

Startup navigation tour for Dynamics CRM Disable navigation tour in Dynamics CRM

If they don’t want to see the welcome screen (navigation tour) each time they start, they can select the Don’t show me this again check box, to turn it off. However, they will see the welcome screen again, if they log in from a different device, use a new browser, or delete their cache. As an administrator, you can turn off the welcome screen (navigation tour) permanently for the whole organization, so, it doesn’t re-appear every time the users sign in to Microsoft Dynamics CRM.

To do that:

  1. Go to Settings > Administration. (How do I get there?)
  2. Choose the System Settings > General tab.
  3. In Set whether users see navigation tour, set the Display navigation tour to users when they sign in to No, as shown below:

Microsoft Dynamics CRM Editable Grid

October 27, 2015

D CRM Editable Grid is a zero code (Html5 JavaScript) add on for Dynamics CRM 2013 and 2015 to easily implement custom editable grids.

MainGrid.png

Video

Set-up and Overview of D CRM Editable Grid

Launch in another window

Setting up multiple entities with or without relationships

  • Entity1 (Not Related) Entity2, …
  • Parent (1:N) Child
  • Parent (1:N) Child1 (1:N) Child2 (1:N) Child3, …
  • Parent1 (1:N) Child1 (Not Related) Parent2 (1:N) Child2

ChildParent 1 to 3 are not related to each other, however they all have a N:1 relationship with Parent entity

  • Parent ChildParent1 ChildParent2 ChildParent3
Launch in another window

Features

  • In-line editing
  • Editing multiple records at the same time
  • Allows for multiple entity relationships to be represented in a single CRM form
  • JavaScript call back mechanism for Validation, Delete, and Save operations
  • Ability to query any record, whether related to the current record or not
  • Navigation via keyboard arrows or tab keys
  • Unlimited undo – Place focus on a cell that has gone through one/multiple changes, use undo button to traverse back through the changes until reaching the original value.
  • Undo all changes – Resets all changed cells to their original value.
  • Open record from the grid (in the same window or in a new window)
  • Display sum for numeric fields
  • User settings (currency symbol, numeric separator, decimal symbol, date and time formats) are used for formatting currency, numeric, and date time values.
  • Built in validation for Required, MaxLength, MinValue, and MaxValue field attributes
  • Sorting
  • Paging
  • Searching
  • Inherits CRM Security Model (User Create, Write, and Delete privileges are used to enable/disable New, Delete, and Save grid functionalities)

Editors:

Text and Numeric
textEditor.PNG NumericEditor.PNG

Memo
MemoEditor.PNG

Lookup
LookupEditor.PNG LookupMultiEditor.PNG

OptionSet
OptionsetEditor.PNG

Two option
TwoOptionEditor.PNG

Date and Time
DateEditor.PNG DateTimeEditor.PNG

ContextMenu

All Editors
CtxMenu1.PNG

Date and Time
CtxMenu2.PNG

Lookup
CtxMenu3.PNG

Microsoft Dynamics CRM Data Detective

October 19, 2015

CRM Data Detective allows you to see what CRM fields your users are actually using.

screen2.jpg

I’ve setup this project to be a managed solution so you can easily drop the latest version into your environment. I’ve also provided the full source so you can enhance this project any way you see fit.

The purpose of the CRM Data Detective is to provide some extra visibility into CRM. You can easily see which fields are not getting the user adoption you’re looking for. You might find a lowly populated field and realize it’s buried deep on the form and so you simply need to give it more attention. You may see a field is rarely populated and determine it should be removed. Either way, the CRM Data Detective gives you a great first step into enhancing user adoption.

Download

Microsoft Dynamics CRM Easy Grid

October 16, 2015

EasyGrid is a Full HTML5 Dynamics CRM (2013-2015) Add-On for easily implementing custom editable CRM Sub-Grids

Download

Full Documentation
EasyGrid.pdf
EasyGrid.chm

Video Preview
Preview

Other Previews

Context Menu
Preview2.png

Delete Dialog
Preview3.png

Main Query Interface
Preview4.png

Main Query Interface : Lookup Customization
Preview5.png

HOW TO INSTALL

Step 1 : Assign EasyGrid Role to all users
Go to solution Page > Configuration to assign EasyGrid Role to all users
Preview6.png

Step 2 : Set Translations
Preview7.png

Microsoft Dynamics Marketing 2015 – Resources for download

September 16, 2015

For the Microsoft Dynamics Marketing 2015 release, download and install resources that let you connect Microsoft Dynamics Marketing with Microsoft Dynamics CRM, install additional languages, and build marketing analytics with Microsoft Excel and Power BI for Office 365.

Download

 

Microsoft Dynamics CRM 2013/2015 Basic HTML Editor / Rich Text

September 1, 2015

html1.PNG

Overview

CRM by default doesn’t allow us to create our own custom fields using rich text or HTML, similar to the email Description out of the box. However, if we’re building forms that push data to a website dynamically, we may need the ability to build some HTML in CRM. In the past there’s been a few solutions available to do this in CRM. Some are more unsupported than others (e.g. hacking into a field on the form and converting it into a rich text editor).

One of the nicer solutions involves embedded a web resource on the form, and then taking the HTML generated by the web resource, and updating a field on the parent form. A good example of this, and the baseline of my solution is shown here, by Thomas Unzeitig: http://soho.at/wp/create-rich-text-textarea-microsoft-crm-2013-forms.

This solution is using CKEditor, which is a tidy HTML/JavaScript based html editor, which means we can upload all of the web resources into a CRM solution and keep everything packaged nicely.

How it Works

I have made the solution dynamic enough so that it can be dropped into any form by simply embedding the html editor web resource into the form, and passing in the field name to store the HTML data.

html2.PNG

You can also set the Formatting to display the number of rows required, and to disable the iframe scrolling and border for a nicer look and feel. The HTML Editor will automatically expand to fill the space available inside the iframe, however big you choose to make it.

html3.PNG

You can also pass a default value into the HTML editor, which will be applied when there is no existing value (e.g. for new records). This can be useful when you want to ‘guide’ users into entering the HTML in a specific format, rather than just letting them loose.

The default value needs to be encoded, and then included in the custom parameters of the web resource. You can get the encoded URL string from the following webpage by pasting in some HTML and then clicking ‘Encode’: http://meyerweb.com/eric/tools/dencoder. Copy the encoded string and add it to the web resource parameters after the field value, e.g. field=new_html&defaultValue=%3Cb%3EHello%3C%2Fb%3E

html4.PNG

The defaultValue parameter is optional, and if not specified, the HTML editor will simply display nothing initially.

Next we can preview our form and see that the html editor just works. We can see the default value being applied, including the ‘bold’ styling, and our basic editing tools are available.

html5.PNG

The data from the HTML editor will be saved to the ‘HTML’ field every time you click out of the iframe. This means you don’t need to manually ‘save’ the HTML, it will just automatically keep up to date by itself. After we’ve saved the form, we can reload the page and the HTML editor will load up the HTML from our field automatically.

html6.PNG

We can now hide that HTML field (as long as it remains on the form), and the HTML editor will continue to work and look pretty.

The buttons/editing tools available in this solution are based on the ‘Basic’ package provided by CKEditor. This is because the basic package seemed to meet our particular needs as we didn’t require a full blown HTML editor, just some basic rich text editing tools. This also means the entire solution is only 17 web resources.

If however you do require any additional editing tools, you can check out the CKEditor download page and create yourself a custom download package, and then just be sure to upload the missing web resources using the same publisher prefix, and same file names, then update the config.js file to load those plugins as well.

Note that this solution works in CRM 2013 as well as CRM 2015, and works on any entities. You can also add the HTML editor to the same form multiple times, each referencing different fields.

Download


Follow

Get every new post delivered to your Inbox.

Join 32 other followers