Archives

Archives / 2015 / December
  • Merging of Records to Save Data before Deleting Duplicate Records

    Content:

    The merging is a concept of transferring one record data entirely into another record.

    It can be done using either two different records or two records with same name (i.e., duplicate records).

    Here I am explaining about the appending or merging of two records with the same name.

    This merging cane be possible with the entities named Account, Contact, Lead, Activities.

    STEP 1:

    Consider an account entity which consists of two records with same name.

    Let the names be test sample and test sample.

    My requirement is to append those two records into one single record by deactivating the second one.

    The two records have the same information i.e., same data in the fields except the fax field.

    I want to take the value of fax field from second test sample and it should be

    Added automatically to the first test sample when I click merge button.

    1) Select the records that you want to merge in the entity.

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    Fig: primary account record

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    Fig: duplicate account record

     

     

     

    STEP 2:

     

    Select the two records that you want to merge

    Click on merge button on the top of the fields.

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    Fig: selection of records in order to merge

    STEP 3:

     

    After clicking merge button, it opens a dialogue box like below.

    It shows all the fields that are present in both the records.

    In that master record, select the fields that you want to append the data from one record to another.

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    Fig: a pop up for merging operation

    Check the check button of the field you want to add to primary record and click ok button

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    After clicking ok button it shows the message as merging of records is successful and the subordinate record is deactivated

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    Step 3:

     
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    Go to Account entity and then examine the records carefully

    They appear as one and Child record is deactivated.

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    Fig: record appearing as one after merging

    Finally open the record and see the data in the fax field.

    The duplicate fax field data is appended in the primary record in account entity.

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  • Uninstalling Unmanaged Solution from CRM

    In MS Dynamics CRM, to uninstall unmanaged solution, need to remove all components of that solution from Defaultsolution. It’s a lengthy process, and difficult task to do.

    Where, a managed solution can be easily uninstalled, because of managed components.

    Thus, to simplify the above scenario, need to follow the below steps.

    • First, delete the unmanaged solution (maintain a managed solution backup before deleting)
    •  Import the managed solution of previously deleted unmanaged solution
    • At last, delete managed solution too.

    Procedure to uninstall unmanaged solution

    Open the CRM,

    Go to settings- > solutions, you will leads to the following window, which contains an unmanaged solution in it.

    clip_image002

    Now, you have to follow the first step.

    Before deleting the solution, make sure that, a managed solution has to be there with you. If not just export the unmanaged solution as managed as follows

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    Click on Publish All Customizations to apply changes and click on Next if publishing completedclip_image006

  • Granting CRM Deployment Administrator Permissions

    1) Open CRM Deployment Manager.

    2) At the left side find Deployment Administrators and select add New deployment administrator.

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    3) Select Object type as user ---> select your domain location and check for the user and click on ok.

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    4) After adding the user we need to add the user in SQL privilege user groups followed with below URL.

    https://msdn.microsoft.com/en-us/library/gg197630(v=crm.6).aspx

  • Quick View Forms

    What and Why Quick View Forms Are:

    Quick View are placed in related entities, and used to display related entity’s data within the current record.

    When It Is Introduced:

    Quick View Forms are the new features introduced in MS Dynamics CRM 2013.

    How to Use:

    Suppose there is a requirement like, need of EmailMobile Phone of Primary Contact (Contact Entity Lookup) in Accountentity.

    In General, to retrieve EmailMobile Phone from Contact Entity Code has to be written, and as well as have to create two fields (Email of Contact, Mobile Phone of Contact) in Account Entity. But where in CRM 2013 onwards, just need to create a quick view form for Contact Entity and has to place on Account form as follows,

    Go to->  Navigation menu –> Settings –>Customizations –>Customize the System

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    How to Create Quick View Form :

    • Select Contact Entity à Forms in Solution Default Solution Section

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    • Click on New, a splitter menu is opened with options shown as below, Choose Quick View Form in that option

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    • Click leads to open Quick View Form, Fields will be shown in Field Explorer as shown below,

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    • Add Email and Mobile Phone fields by drag and drop, or double click on that field, on to the form.

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    • Give a name to the Form and description in Form Properties

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    • Save and publish the form to apply changes.

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    How to Place the Quick View Form:

      Go to Account Entity-> Forms within the same section Solution Default Solution, and open Account form, which is of type Main.

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    •  Account Entity Form

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    · Go to Insert –> Quick View Form

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    • Give a name for the Control, and Label too.
    • Choose the relationship in Lookup field, and then Related Entity will be auto populated.
    • Choose Quick View Form and click on OK.

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    •  Save and publish the form to apply changes.

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    • Go to any of the existing Account Records,

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    · Thus, the Email and Mobile Phone fields of Contact record can be accessed within the Account record.