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Archives / 2015 / August
  • Creating Quick fields tool in MS CRM

    Quick Create Field

    Quick create field is a windows tool used for Microsoft Dynamic CRM, which is run under windows operating system. Usually in MS CRM if we want to create fields manually it will take lot of time, In that case instead of creating fields manually use this Quick create field tool to create the fields automatically and quickly.

     Download  the setup file here

    • Quick Create Field

      Quick create field is a windows tool used for Microsoft Dynamic CRM, which is run under windows operating system. Usually in MS CRM if we want to create fields manually it will take lot of time, In that case instead of creating fields manually use this Quick create field tool to create the fields automatically and quickly.

      This tool can create the following type fields

      • String (Single line text)
      • DateTime (Date Time)
      • Boolean (Two Options)
      • Picklist (Option set)
      • Double (float)
      • Money (Currency)
      • Memo (Multi line text)
      • Decimal
      • Integer (Whole number)

     

    This Quick create field Tool required a excel file to read the name and type of the field. So first you need to make sure that the excel sheet contains Display Name and Type columns.

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    • Make sure that the type of the fields should be same as in excel sheet as shown in figure.
    • Open the Quick create field tool provide the credentials and login to your CRM.

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    • After login successfully you will be redirected the following form.

     

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    • Browse the excel file and select the entity in which you want to create the fields.

     

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    • You can provide the excel prefix for the field which you like, this is an optional field, by default it will take new as prefix.

     

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    • Now click on the “create field” button, it will create the fields.
    • Progress bar shows progress of the work.

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    • Go to setting-> customize the system, select account under entities and then click on fields to view the fields in the CRM..

     

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  • Creating option set using Quick option tool in MS CRM

    Quick Options

    Quick Options is a windows application or Tool, which is run under Windows Operating System. This Quick Options Tool is used to create the options of the Option Set field automatically in “Microsoft Dynamic CRM”.

    For example, if you have too many options need to add to the Option Set field, and it will take too much of time if we started adding the options manually, In that case this Quick Options Tool is very useful to create the options automatically and quickly.

    How to use Quick Options Tool:

             Download the setup file here:

    • First we need to take all options in an excel sheet as shown below.

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    • Now open the Quick Options Tool, and login with your CRM credentials.

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    • After Login successfully you will be redirected to the another form, as shown below.

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    • Browse the excel file
    • Then select Entity Drop Down will show you all entities that contains in your CRM
    • Now select the Entity that contains your option set field to add options

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    • Now select the Optionset field, which you want to add options.
    • Then select Attribute dropdown shows only options set fields which are present in the selected entity.

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    • Provide the beginning value for the options. And click on create Options Button.

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    • By click on the Create Options button it will automatically create the options into the selected option set field.
    • Progress bar shows the progress of the work.

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    • Go to settings->customizations, under entities select fields to view these options.

     

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  • Product Catalog in Microsoft Dynamics CRM

    Product Catalog in Microsoft Dynamics CRM

    A product catalog is a collection of products and their pricing information.

    To set up pricing, you need to define the units in which your products are sold, the amount to charge for each unit, and the discounts you want to offer based on volume purchased.

    The New features in Dynamics CRM 2015 include extended functionality in the product catalogue.

    Product Families

    A product family lets Group and categorizes products, making it easier to manage them.

    Create Product Family

    1. Go To Settings--->Product Catalog

    2. Click on Product catalog, Choose Families Products.

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    3. To Create a Product family, Click on Add family.

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    4. Type the information on form, Product Name and Product ID is mandatory.

    5. You will notice Parent field is blank as this Product family will be the parent for other product families.

    6. Finally Click on save.

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    Create Child Product Family

    1. Select the Parent Product Family Click on the on the Product name and icon.

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    2. Then Click on Add Family Button.

    3. Give Information on form Product Name and Product ID Is mandatory.

    4. The parent field is populated with the Product Family which you highlighted in the Product List.

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    5. Click on Save.

    6. Hierarchy icon is now visible on the Product list.

    Create Product

    Creating the Product for product families follow the below steps:

    1. Select the Product Family in Product list.

    2. Click on the Add Product Button.

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    3. Give information on the product form Product Id and Product Name, Unit Group, default unit is mandatory.

    4. The parent Field is populated with the product family which selected in product list.

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    5. Click on save.

    Create a Bundle

    Encourage customers to buy more products instead of a single product by combining products in a bundle.

    • Select the Product Family in Product list.
    • Click on the Add Bundle Button.
    • Give Information on Product form give the required field details.
    • The parent Field is populated with the product family which selected in product list.
    • Click on save.
    • Click on the + sign by the Bundle Product selection and select the product to be added to the bundle.

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    Fill in your information. Use the handy tooltips as a guide.

    • Bundle. The bundle you're adding the products to is selected by default.
    • Product. Choose the Lookup button and select a product you want to add to the bundle.
    • Quantity. Choose the quantity of product you want to add to the bundle.
    • Required. Choose whether this product is required or optional. If you select a product as optional, you can sell the bundle without the product.
    • Unit. Select the unit in which you want to sell the product.

    To View Hierarchy

    · Go to Product List, select a Product Family and click on View Hierarchy button.

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  • Adding documents as a subgrid on the form in MS CRM

     MS CRM document SharePoint streamlines the business process and the advantage of this feature is it provides an easy to share the documents with resources in the organization with those who don’t have access to MS CRM.

     Download the javascript file from here.

    1.Choose any entity and open the form editor.

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      2. Select ‘Forms’ and click on ‘Account’ to open the form editor

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    3. Click on one column (1 Tab) and double click on tab to open Tab Properties.

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    4. Enter the Name and Label and then click on OK

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    5. Select the section under SharePoint Documents and Click to add IFRAME.

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    6. Enter Name and URL (Copy the Name text) then click OK to add IFRAME

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    7. Click on “Form Properties” .

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    8. Click on add and select the script file, then click ‘add’.

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    9. Select the added script file and click “Edit”.

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    10. Replace the word ‘Documents’ in the editor with the text copied from IFRAME name field then click OK. And copy the function

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    11. Click on “Add”

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    12. Paste the function name copied from the source editor and click OK.

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    13. Click OK

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    14. Save and publish the form.

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    15. Go to advanced find and select the entity for which IFRAME was added and then open any record from the list.

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    16. Documents added will be displayed in the grid shown in the figure

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  • Basic Report in Microsoft Dynamic CRM

    Creating a Basic Report

     

     

    Requirements :

    1. Displaying Product based on select product

    2. Adding Grouping and sorting to Table

    3. Adding Background Color to table row

    System Requirements :

    System must have the following installed tools:

    • Sql Server Reporting Services(SSRS)
    • Sql Server Data Tools(SSDT)

     

    Step 1 :

    Create a report project :

    • Goto Start à all programs à Click Microsoft Visual Studio 2012
    • On file menu à new à Project
    • In Installed Templates à Business Intelligence à Report Server project
    • Give name and location à click Ok Button.

     

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    Report Definition File:

    • In solution explorer right click on Reports add New report.

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    • Give name of the rdl and then click add button

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    Report Designer opens and displays new .rdl file in design view.

    • Report Designer is a component of reporting services that runs sql server data tools.
    • Report Designer has 2 views.

            1. Design view

            2. Preview view

    • We can define data in Report Data. Design the table layout in Design view and run the report to see the behavior of report in  Preview view.

    Step 2 :

    Set up a Connection:

    • In Report Data pane right click on Data sources and then select Add Data source

          Note: If report Data pane is not visible, from view menu click Report Data

    • Data source Properties dialog box opens
    • Give name and select Embedded Connection
    • In Type select Microsoft sql server.

     

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    • Click on edit button to give connection properties
    • Input server name and select Use sql server Authentication and give username and password
    • Select “select or enter a database name” and pick database name from the dropdown.

     

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    • To test whether CRM is connected or not by clicking on Test Connection tab
    • It will show Test Connection Succeeded if CRM is connected

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    Click ok

    • Click ok.

          Now Data source is added to Report data pane.

    Step 3 :

    Defining a DataSet :

    • In Report data right click on datasets and then select Add DataSet
    • Give Dataset Name
    • Select use a dataset embedded in my report
    • Give data source name from dropdown
    • Query type is Text
    • Click on QueryDesigner.

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    • Click on Edit as Text
    • Enter the query like
    • select quote.name, quote.customerid, quote.createdon,quotedetail.isproductoverridden,

         quotedetail.productid, quotedetail.productdescription

    • from quote left outer join quotedetail on quote.quoteid = quotedetail.quoteid
    • Execute the query and click ok.

     

    Step 4 :

    Adding a Table to data region :

    • In Design surface right click à Insert à Table

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    • Add dataset to that table
    • Right click on table corner à Tablix Properties

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    • Select dataset name from dropdown in Tablix Properties window.

     

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    • Click on ok.
    • Place the field values in table cells.

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    • Display product based on criteria if select product is true display write-in product otherwise Existing product
    • Write expression for product.
    • Right click on product cell and click on expression.

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    • Expression Like

    =iif(Fields!isproductoverridden.Value=true,Fields!productdescription.Value,Fields!productidname.Value)

    • Click on ok.

    Step 5 :

     

    Formatting Report :

    • Format Created on field to only date part.
    • Right click on createdon detailed cell, click on expression.
    • Expression like

         =format(Fields!createdon.Value,"dd/MM/yyyy")

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    · Click ok.

    Step 6 :

    Add Grouping and Sorting To Table :

    • Grouping with quote id and sorting with quote name
    • Right click on details part select group properties.

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    • Add quote id in group properties.

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    • To Sort with name click on sorting in Group properties.

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    • Click ok.

    Step 7 :

    Adding Background Color :

    1. Select table header and press f4 .Properties dialog box open at right side

    2. Select color for BackgroundColor

    3. Save the report.

    Preview :

    See the preview by clicking the preview tab.

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    Hope you enjoy by reading this please provide your valuable comments.

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