Archive for the ‘MS Dynamics CRM’ Category

MS Dynamics CRM 2015 Manage auto-save

May 25, 2015

Auto-save helps people focus on their work without having to manage saving data in the form. Most people will appreciate not having to explicitly save data each time they update a record, but some organizations may have customizations that were designed expecting an explicit save. For these organizations there are options to manage how auto-save is applied.

How auto-save works

By default all main forms for Updated Entities will have auto-save enabled. After a record is created (initially saved), any changes made to a form will automatically be saved thirty seconds after the change is made. If no changes are made in the form, the automatic save won’t occur while the form is open. After a change is made the 30-second period before an auto-save begins again. The field that someone is currently editing isn’t included in an auto-save. If someone else has updated the same record while you’re editing it, those changes will be retrieved and displayed in the form when auto-save occurs.

With auto-save enabled, the save button only appears for the initial save of the record. After the record is created, the save button in the command bar isn’t shown, but you can see a Auto save button button in the lower right corner that will show if there are any unsaved changes. This control is also displayed if auto-save is disabled.

You can click this button to save the record and refresh data in the form immediately. When auto-save is enabled the record will be saved whenever you navigate away from a record or close a separate window displaying a record. There is no need for the Save & Close button that appears in forms for entities that aren’t updated.

Should you disable auto-save?

If you have plug-ins, workflows, or form scripts that execute when a record is saved, they’ll run each time auto-save occurs. This might lead to undesirable behaviors if these extensions weren’t designed to work with auto-save. Whether auto-save is enabled or not, plug-ins, workflows, and form scripts should be designed to look for specific changes, and shouldn’t execute indiscriminately for each save event.

If you have auditing configured for an entity, each save is treated like a separate update. If someone lingers on a form with unsaved changes for more than thirty seconds, you’ll see an additional entry only if they add more data after the auto-save is performed. If you have reports that depend on auditing data and treat each save as an individual “touch” of a record, you might see an increase in the frequency of touches. If you are using this approach, you should consider that individual user behaviors make it an unreliable metric with or without auto-save enabled.

Go to TechNet article

Upgrade Process from MS Dynamics CRM 2011 to MS Dynamics CRM 2015

May 18, 2015
  1. Create a brand new CRM 2013 environment. Since the CRM 2013 deployment is only temporary, the CRM 2013 deployment can be created as a virtual machine. CRM 2013 trial product key can be used, as this is a temporary setup.
  2. Create a brand new CRM 2015 Deployment.
  3. Take the Microsoft Dynamics CRM 2011 production deployment offline
  4. Export the organization database backup from the CRM 2011 environment.
  5. Restore the database in the CRM 2013 environment, using the sql server utility.
  6. Import the organization on the CRM 2013 using the deployment manager.
  7. Verify the upgraded CRM 2013 organization.
  8. Export the organization database backup from the CRM 2013 environment.
  9. Restore the database in the CRM 2015 environment, using the sql server utility.
  10. Import the organization on the CRM 2015 using the deployment manager.
  11. Verify the upgraded CRM 2015 organization.
  12. Import the solutions with refactored code.
  13. Perform validation to ensure the system is working as expected.

MS Dynamics CRM String Workflow Utilities

May 14, 2015

Custom workflow actions that deal with text strings in Dynamics CRM 2011, 2013, & 2015

Contains
Create Empty Spaces
EndsWith
Join
Length
PadLeft
PadRight
Regex Match
Regex Replace
Replace
StartsWith
Substring
ToLower
ToTitleCase
ToUpper
Trim
Word Count

Download

MS Dynamics CRM Numeric Workflow Utilities

May 13, 2015

Custom workflow actions that deal with numeric values in Dynamics CRM 2011, 2013, & 2015

Add
Average
Divide
Max
Min
Multiply
Random Number
Round
Subtract
ToDecimal
ToInteger
Truncate

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Microsoft Dynamics CRM 2015 Update 0.1 (KB 3010990)

May 7, 2015

Microsoft has released Microsoft Dynamics CRM 2015 Update 0.1 This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2015. It includes performance enhancements that are packaged together for easy deployment.

Go to Download Center

A Custom Entity Icons solution for Microsoft Dynamics CRM

April 6, 2015

A Custom Entity Icons solution for CRM 2011, free to download and use

In this and other posts you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions. The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user. Enjoy!

In your quest for CRM customization glory, there are times when you need the perfect icon graphic for your brand new custom entity.  The normal procedure for custom entity icons is time consuming, and requires some graphic editing skill.

Generally the steps to build custom entity icons are as follows:

Browse open source icon galleries online for the appropriate icon (preferably in PNG or GIF format)

  1. Edit the icon in an image editor to resize it in 3 separate files:
    1. For image editing I recommend the free Paint .NET software
    2. Small:  16 x 16 pixels
    3. Medium:  32 x 32 pixels
    4. Large:  66 x 48 pixels
  2. Upload the 3 files to a new or existing solution in CRM 2011 as a web resource
  3. Open the custom entity in the Settings > Customizations section (or solution)
  4. Click on the “Update Icons” button
  5. Apply your icon web resources to the custom entity
  6. Publish your customizations
  7. Clear your browser cache and refresh CRM to see the new icons

I’ve been there and felt your pain.  Rather than using precious consulting time on image editing, I decided to group 22 of my custom open sourced icons in a solution file to share.  A link to download is below…

EspinozaCustomIconGallery

Please note this is a managed solution file, meaning  it can’t be modified.  If you want to add your own custom icons, I suggest you create a new unmanaged solution.

The included icons are in PNG format, and were procured from free and open source websites.  I included a variety that will hopefully address different industries and needs.

With this solution file, the new procedure is easier!

  1. Upload the managed solution file to CRM 2011
  2. Open the custom entity in the Settings > Customizations section (or solution)
  3. Click on the “Update Icons” button
  4. Select and apply your icon web resources to the custom entity
  5. Publish your customizations
  6. Clear your browser cache and refresh CRM to see the new icons

 

Import a solution from MS Dynamics CRM 2011 to MS Dynamics CRM 2015

April 1, 2015

If you keen on trying CRM 2015 and not willing to choose the upgrade path of CRM 2011-> CRM 2013 -> CRM 2015…. then you are not alone…
When you try to import the solution you will get an error saying the solution cannot be imported from CRM 2011…
Since the solution file is a mere XML, as a developer, I wanted to play around it..
This is what I did. I changes the customization.xml and updated the xml header like below.

<ImportExportXml version=”7.0.0000.4013″ SolutionPackageVersion=”7.0″ languagecode=”1044″ generatedBy=”CrmLive” xmlns:xsi=”http://www.w3.org/2001/XMLSchema-instance”&gt;

generatedBy=”OnPremise” for MS Dynamics CRM  On Premise

generatedBy=”CrmLive” for MS Dynamics CRM On Line

Sometimes it will not be possible to import your solution this way, due to breaking changes in the solution file. In those cases you could follow these steps:

  1. Import your solution in a clean CRM 2011 organization.
  2. (If needed) upgrade your CRM deployment to the most recent rollup update for CRM 2011.
  3. Upgrade your deployment to CRM 2013.
  4. Upgrade your CRM deployment to the most recent rollup update for CRM 2013.
  5. Upgrade your deployment to CRM 2015.
  6. Export your solution.
  7. Import your solution in your target CRM 2015 organization.

If the solution import does not complain about the validity of your solution, you should be safe to proceed. The import does its checks on the customization xml, so it can not damage your target organization.

Integration Tool for Dynamics CRM 2011/13/15

March 6, 2015

Introduction

The Integration tool is an etl-tool for Dynamics CRM which allows you to insert and update records in Dynamics CRM.

Documentation: The Integration Tool Tutorial can be found on this website!

  • If you find any errors, please post them under issues.
  • If you require any features, please post them under issues with the type feature.
  • If you have problems using the tool, please post under discussion.

Architecture

The tool is made up of modules (red in the graphic below), so that it will be easy to extend it with new functionality.

IntegrationTool Architecture.png

Currently the tool supports the following types of modules:

  • Connections
  • Sources
  • Transformations
  • Targets

Each module is capsuled within an assembly, that implements the complete functionality of a module like the configuration-window and the execution-method. As entrypoint it must provide a class implementing the IModule-interface.

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Microsoft Dynamics CRM 2015 Workflow Tools

February 23, 2015

Project Description

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.

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

workflow3.gif

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Microsoft Dynamics CRM Unified Service Desk aka USD

December 13, 2014

With the CRM Online Spring `14 release of Dynamics CRM we can now start using the all NEW Unified Service Desk (USD). This is an exciting step forward for Microsoft Dynamics CRM. I have been with many customers over the past week that have shown great interest for this solution and how is will allow traditional call centers to be transformed into multichannel contact centers.

Take a look at the Overview of the Unified Service Desk

Unified Service Desk Base Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-base-package.aspx

Unified Service Desk CRM 2013 SP Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package.aspx

Unified Service Desk CRM 2013 SP Package with product updates details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package-with-product-updates.aspx

User Interface Integration documentation download: http://go.microsoft.com/fwlink/?LinkId=392670

Unified Service Desk system requirements can be found here: http://technet.microsoft.com/en-us/library/dn646882.aspx
If you want to get your hands on USD you can download it here: http://www.microsoft.com/en-us/download/details.aspx?id=43110

To help you get up to speed on Unified Service Desk please take a look at the following documentation:

Finally if you want to do some advanced development and integration on the Unified Service Desk please review the following templates: http://visualstudiogallery.msdn.microsoft.com/c1eff934-bf97-40a6-bbe3-c25178f18f86


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