The Microsoft Dynamics CRM Platform Enhancement Discussion

  • Description Template for Microsoft Dynamics 365/CRM

    MTC has built a new add-on named “Description Template” to help CRM Users build a collection of description templates beforehand and populate them wherever needed on CRM entity records for speeding up their jobs. Currently, Microsoft Dynamics 365/CRM doesn’t have such a functionality to make CRM users more productive and efficient. Although the application sounds simple, yet it has a powerful impact in terms of adding value to resource productivity.

    The back end configuration is simple where users can start adding text to description box and save them as templates. Also, it is from here that users must configure the application on target entities and give the logical name of the record field on which the description template must be populated. Once the configuration settings are done, user needs to do one last activity to start using the functionality which is to add a web resource to select the desired description template on the record field.

    Below is the detailed explanation on how Description Template works for your Dynamics 365/CRM.

    Configuration

    1. After installing Description Template solution in your CRM instance, go to Settings à Solutions.
    2. Click Description Template solution. 
    3. Go to Configuration Page.
    4. You will notice Description Box where you can enter the description and save as template

    Just below you can see the entities list on the left-hand side column from where you can select the entities of your choice and click the double arrow to see them reflected on the right-hand side column, i.e., Selected Entities. In the right-hand side column, you need to tick the check box of that entity and enter the logical name of the field (Only string fields and multiple line fields are allowed) where you want to populate the description template. Click Save.

    Note: If you are re-selecting an entity for configuration then the solution will display an alert saying that the selected entity already exists.

    Adding a Web Resource

    1. Go to the configured entity (e.g., Account in this case) and open any record.
    2. Click FORM on the ribbon to add Web Resource.

          3.In the form, select the area where you want to add the Web Resource and Click on Web Resource under Insert tab.

          4.Add Web Resource “mtcdesc_DescTempDropdown” (Hint: Just enter mtcdesc and hit the search icon to get the web resource).

         5.Enter Field Name. Label will be the same as Field Name. Click OK. Save and Publish.

        6.Go back to the record and refresh the page. You will notice that the web resource has been added successfully.

    Functionality

    Open any Account record.  

    Select the desired description template from the drop down.

    You will notice that this description template will be populated in the field whose logical name matches with the logical name being given in the configuration settings.

    As the logical field name given was fax, you can see the description template being populated in the fax field.

    Likewise, you can configure description template on multiple entities with your chosen logical field name.

    For any queries or technical assistance, please write to us at salesteam@mtccrm.com

  • Multi-File Uploader to SharePoint – A Must Have Addon for Dynamics 365/CRM Users

    Multi-File Uploader to SharePoint is another Multi-File Uploader add-on series from MTC. Multi-File Uploader is built by MTC with an intent to make life easy for CRM Users who are required to upload multiple files of varying sizes to SharePoint from within their CRM instance. It is important to note that the standard CRM functionality has an upload limit of 50MB and recommends users to upload files directly to SharePoint beyond 50 MB. This has a crippling effect on the CRM users who would like to have a trace of their upload to SharePoint back in CRM. Also, a user cannot upload multiple files at one go, instead he must select each file at a time to upload them. This is seriously time consuming and very unproductive. This is where MTC’s Multi-File Uploader to SharePoint assumes its significance.

    The good thing about Multi-File Uploader is that it is pre-configured by default on all entities that support documents. All a user must do is visit an entity record, open the Documents and click the “Upload to SharePoint” button on the ribbon to browse and upload multiple files at one go. Later, he can find them on SharePoint by clicking OPEN LOCATION.

    Below are the detailed steps on how to use Multi-File Uploader to SharePoint.

    For your basic understanding, let’s consider a sample Account record (e.g., A. Datum).

    Go to SalesàAccount à Account Record.

    From the sitemap, click the down arrow just beside the Account Record.

    Click on Documents.

    You will be directed to Document Associated Grid In here you will notice UPLOAD TO SHAREPOINT button on the ribbon.

    Click it and browse the files you want to directly upload to SharePoint. You can select multiple files unlike the OOB functionality which allows you to select only one file at a time.

    Files will be successfully uploaded. Click Submit.

    You will notice that the files uploaded to the SharePoint in the document grid.

    Select any of the uploaded file and click OPEN LOCATION to see the file in SharePoint site.

    This way you can upload multiple files to SharePoint directly without having to worry about maximum file-size upload limitation of 50 MB and uploading files one at a time.

    For any queries or technical assistance, please write to us at salesteam@mtccrm.com

  • How to Configure Super Grid on Dashboard?

    Super Grid is an ingenious add-on from MTC that allows excel-like editing down the column on both home grid and sub grids of CRM entity records for different views. As a result, CRM users can become more efficient and productive than before as they no longer have to dive deep into the records for either editing or adding of records.

    The most interesting aspect about Super Grid is that it can be configured on Dashboards and Forms too. Let’s see how Super Grid can be configured on Dashboard.

    Go to CRM àSettings àCustomizations

    Click Customize the System.

    A window pops up displaying the components you can customize as per your business needs.

    Since we are configuring Super Grid on Dashboard, let’s click on Dashboards first and select the target Dashboard. For example, let’s try to configure Super Grid on Sales Activity Dashboard. See image below.

    Click Sales Activity Dashboard.

    A window pops up displaying the dashboard. Click Web Resource present on the ribbon. Web Resource window will pop up.

    Add Web Resource ‘mtc_/EditGrid/CustomGridPage.html’

    Enter Web Resource name. The same name will be populated as Label Name.

    Click OK. Save and Publish the customizations.

    You will be redirected to the Dashboard with the newly created Grid on it. You can adjust the size of the grid as per your preferences from settings area.

    Settings Area for Super Grid on Dashboards

    Since a grid has already been created on Sales Activity Dashboard, you should now configure custom grid on the web resource.

    Click Settings icon. Form Settings window pops up.

    It has 3 tabs namely, Entities, Events and Advance Settings.

    Click Entities. Select the entity and view of your choice from the drop down (e.g., Account entity with My Active Accounts view).

    Next, Select Events tab.

    Add Web Resource, Type of Event, and Function Name.

    Here we are using the existing web resource ‘mtc_ButtonScript.js’

    Note: There are five types of Event available from the Drop down list. Like On Load, On Save, On Add Row, On Change and On Save Complete. Except for On Change for all the other four events, you can directly give the Function name and Click Add button as shown below.

    On clicking Add, the Name is moved to existing Functions. This can be deleted if needed by selecting the function and clicking Delete Button.

    “On Change” Event:

    Select “On Change” event from the drop down list.

     

    Add Function Button is shown in the place of Function Name. Click on Add Function Button. A new Pop-up window is displayed as shown below.

    Note: If Filter by View is checked, only the Attributes pertaining to Select Views under Entities are displayed for Attribute Names. If not selected, then all the Attributes of the entities are displayed for Attribute Names.

    Here you must select the Attribute Name and Function Name. These can also be filtered by View if needed.

    Click OK to Continue.

    Select Advance Settings. Then select Auto Save, CRM required fields, Filter Attributes, etc., as per your requirements.

    A Custom Grid will then appear as shown below.

    You can notice there is a Search Functionality created along with the Custom Grid. It helps a lot in narrowing down your target search. You can do search on all the columns with keywords.

    Super Grid Search Functionality on Account Name Column

    Super grid Search functionality on Main Phone Column:

    Likewise, you can perform search operations on other columns too.

    For any queries or technical assistance, please write to salesteam@mtccrm.com

  • How to implement CRM Report Scheduling?

    CRM report scheduling can be done in 2 ways, namely,

          1. Standard Subscription

         2. Data-Driven Subscription

    Scheduling with Standard Subscription:

    As a prerequisite for Scheduling with Standard Subscription, you must capture Snapshot first. A Snapshot contains layout information of a report and results that were captured at a specific point of time. Report snapshots are processed for schedule and then saved to a report server. When you select a report snapshot for viewing, the report will be retrieved from the report server database. Report snapshot is a pre-executed report.

    Whenever a user wants to schedule a report to static recipients (e-mailing to certain specific users statically) then standard subscription will be used.

    Steps to Create Report Snapshot:

    Let’s consider an existing CRM report named as “Account Details”

    Now create the snapshot of this report so that the report has data up to this specific time only.

    1. From the Available Reports view in your CRM, select Account Details report and click “SCHEDULE REPORT” button. 

    You will be directed to Select On-demand or Scheduled Snapshot window.

    2. A window pops up. Select “on a schedule” radio button and click Next.

    You will be directed to Select Frequency window.

    3. Select the frequency of scheduling the report. For instance, let’s go for monthly schedule (1st day of every month at 11AM) and click Next.

    You will be directed to Select Start and End Dates window.

    4. Then select Start Date and End Date. If you don’t want to end the schedule, then select “No end date” radio button. Click Next.

    You will be directed to Define Report Parameters window.

    5. If the report has parameters, then enter values for parameters accordingly. To modify default filter used to create the snapshots, click Edit Filter.

    You will be directed to Modify Filter Criteria window.

    6. Use date parameter such as ‘Last x days’ that will be repeated for each subsequent snapshot. Click Save.

    7.A final review will summarize the selections. Click Create.

    8. Now Report Snapshot is created with timestamp.       

    Steps to Schedule Emailing of the Report Snapshot:

    1. To set up the email schedule, you must navigate to the CRM report server and select the organization.

    2. Usually snapshots will be available in custom folder. So, open the Custom Reports.

    3. Hover over any snapshot report to see drop down menu and select “Subscribe.”

    4. For the first time, a subscription is set up for this report, you must select “New Subscription,” otherwise for modification select the report and edit. Select Render format from drop down like PDF, word, excel, etc. If we tick the check box Include Link, then only CRM users can access.

    Click on “Select Schedule” button to schedule the email.

    Report snapshot was created to run at 11:00 AM, now let’s send the email at 11:02 AM. First snapshot will be executed after which report scheduling will work. For this reason, you must give time difference to report snapshot and scheduling the email. Select end date also, if necessary. Click Ok.

    Scheduling with Data-Driven Subscription:

    Reporting Services data-driven subscriptions allow you to customize and automate the distribution of a report based on dynamic subscriber data. It allows distributing of reports to a specific group of recipients based on predefined criteria.

    Steps:

    1. Go to the SQL Server Reporting Services folder where you want to create data-driven subscription. Choose the SSRS report and choose Manage from context menu.

    2. When the report metadata is displayed, go to “Data sources” tab. Provide user details under custom data source and check Test Connection button to verify whether connection exists or not and click “Apply.”

    3. Once connection exists, go to Subscriptions tab. If you are dealing with a new report, you will find an empty subscriptions list.

    .

    4. Click on “New Data-driven Subscription” button to create a new data-driven subscription in Reporting Services.

    5. Provide description for this subscription, then choose a delivery extension.

    6. Provide connection string and user credentials and click Next.

    7. Specify a command or query that returns a list of recipients and optionally returns fields used to vary delivery settings and report parameter values for each recipient:

    Here is the source code of sql Query returning the list of recipients for this Reporting Services data-driven subscription tutorial.

    8. There is a time-out period which will fail the process in case the data source command fails to respond within given period of time in seconds.

    Before you continue to next step, press "Validate" button to execute the data source command and populate a sample result set for future data-driven subscription steps. If the Validate button displays an error message, you should correct SQL command or SQL query that you have entered the above text area before continuing with next steps and click on Next.

    9. In Data driven subscription, you will get email recipients from database based on specified criteria (see SQL query).

    Select To, report format, include report and subject from drop down.

          And click on next.

    10. If there are any parameters in report, you must pass field values to those parameters.

    11. Now select “on a schedule…” radio button for this subscription.

    12. Mention the day and time for email subscription.

    Click Finish.

  • How to Configure Buttons in D365 Portal Page?

    Based on your requirements, you can either use default buttons on Entity Forms and Entity Lists, or user defined buttons on D365 Portal.

    Products with Add to Cart Buttons

    1). In Portals, configure Entity Lists to show Products List in portal.

    2). In Entity Lists, use Grid Configuration section to configure buttons.

    3). Click Create Related Record and configure entity form which you are redirecting to and provide button label name Ex: Add to Cart.

    4). In Portals, when user clicks on Add to Cart button on products page, it will redirect him to carts form.

    Note: In Grid Configuration, View Actions and Item Actions are default buttons, you can use it as per your requirements.   

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