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Archives / 2015 / August
  • No need to use request methods for special fields for MSCRM 2015

    Microsoft Dynamics CRM uses many special fields for special purpose. In order to update those fields generally uses SOAP Messages.

    • For Example, Every entity in CRM has a state code and status code fields which represents status of Records.
    • To update these status fields generally uses the SetStateRequest message.
    • Another Example is Ownerid field. All entities will have owner field that are setup as a user-owned entity. To update ownerid field generally uses the AssignRequest message.
    • In a data migration/integration project, it is very common that you have to make three service calls to make an update to one CRM record i.e;

     

        • Update all regular fields of the CRM Record.
        • Assign the owner of record using AssignRequest.
        • Update status of record Using SetStateRequest.

     

    The following snippet shows the typical code pattern that you would use when you need to update/create a CRM record.

     

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    Now no longer have to make special service calls to update those fields, you can put all special fields in the same property and use one service call to update the CRM record.The following is the code that you can use for the same purpose as above if you are on CRM Online 2015 Update 1.

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    Compare the both above two code snippets that actually do the same thing.

    Here am using CRM online 2015 Update 1 Code snippet I find the changes in CRM Record.

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    As per the above screenshot the owner field and status of record are updated without using any special messages.

     

     

     

     

    Hope you enjoyed reading this. Feel free to comment on this

  • Hierarchy visualization in Microsoft Dynamics CRM 2015

    A new feature has been introduced in Microsoft Dynamics CRM 2015 is Visualization of Hierarchy of records. This allows the users to see a particular record fits in within the Parent/child relationship for a given entity. This feature is enable for System and custom entities.

     

    Here is an example for hierarchy visualization for custom entity called mtc_project.

    Create 1:N Self Referential relationship as mtc_mtc_project_mtc_project and select hierarchy as Yes as shown below.

    For self relationship one field will be create as shown below in red color. You need to add this field on the Project form.

    Then only it will shows the Parent/child relationship.

     

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    Now navigate to Hierarchy settings as shown below in the screenshot.

    Click on New.

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    Enter the schema name and you can able to create a quick view form by clicking on the create New.

    At this stage, any other existing self-referential can also be marked as Hierarchical Relationship. This can be achieved by clicking on “Mark a relationship as enable for hierarchies”.

     

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    Click on Mark Hierarchical. This will turns the is Hierarchical field from False to True.

    Click on Done.

     

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    This will completes the configuration for hierarchy. Now navigate to the Project entity.

    Create Project records and the relationship for parent and child.

    You can notice an icon in front of record. This indicates this record have Hierarchical relationship.

    Open the Record Click on icon to view Hierarchical relationship.

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    Select the record and click on View hierarchy to show the relationship.

     

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    The relationship will be showed as below. As per the below screenshot Project 5 and Project 6 are child records to Parent Project 1.

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    Hope you enjoyed reading this. Feel free to comment on this

  • Setting Business hours and following up with Phone Call in Microsoft Dynamic CRM

    Calculating the Business Working Hours.

    Consider the business scenario as upon creating a task for 4 hours from now. the calculated time will be 8.00PM for the same day, which is out side business hours from Monday to Friday 10:00AM to 7.00PM.  Adding 4 business working hours to Friday from 4.00PM. so it will calculate 3 hours from the Friday and the remaining 1 hour calculates from Monday 11.00AM. In case if  Monday is a Public Holiday then adding 4 business hours from Friday 4:00PM to Tuesday 11:00AM.

     

    Functionality:

     Download the solution from here.

    When an appointment is created, follow-up the attendees with a Phone call within the working days.

    Here is an example: Let us assume When we run a dialog on 7th Aug 2015 4:38PM to follow up after 2 days. Then the calculated hours will be 11th Aug 2015 4:38PM (8th, 9th Aug are weekends).

    • Create an appointment activity and enter all the required information.
    • An on-demand dialog to create Follow-up call: Run an on-demand dialog “Business Hours” on the appointment record as shown in below screenshots.

     

          

    • A Look up record will open select the dialog and click on Add.

         

     

    • A dialog will prompt a question to enter “No. of hours/days” after which the user wish to follow up with a phone call.  

           

    • Enter the response and click on “Next”. 

          

    • Next page will prompt you to click on “Finish” to complete the process. If you want to edit the response provided you can even go to the previous page. 

         

    • Finishing the above process will create a phone call to follow-up the attendees of the appointment with the calculated business hours as due date as shown below. 

       

     

     

     

     

    Hope you enjoyed reading this. Feel free to comment on this

  • Themes in Microsoft Dynamics CRM 2015

    Microsoft Dynamics CRM Themes

     

    Theming is used to enhance the CRM User Interface, not drastically alter it. The theme colors are applied globally throughout the application. For example, you can enhance the following visual elements in the UI:

    • Change product logos and navigation colors to create product branding
    • Adjust accent colors, such as hover or selection colors
    • Provide entity-specific coloring
    • This is new feature of CRM 2015,this will initially be released to CRM Online.

     

    Creating a New Theme:

    Navigation for themes is settings –> solutions –> click on Themes as shown in the below screenshot.

     

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    • Click on Themes it will display list of Themes.
    • This below theme describes the type of the theme. The Default Theme indicates which theme has been applied to the CRM System i.e., published.

     

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    • Open Default theme the settings would be as shown below:
    • Click on New button A blank theme will be created.

     

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    LOGO

    • If you want to add your own logo in the replace of Microsoft Dynamics CRM logo.
    • The recommended Dimensions for Uploading a new image logo is 400px width 50px height.
    • Click on search Option on the logo field:

     

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    • Click new to open a new window.

     

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    • Upload PNG file then save and publish.
    • Add the web resource to logo field.

     

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    • Changing the logo doesn’t affect the CRM action, Click on the logo it will navigate to home page.

     

    LOGO TOOLTIP TITLE

    • Enter the text in the Logo tooltip field set the alt text for new logo.

     

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    NAVIGATION BAR

    • Changing the navigation bar color in the replace of navy default.
    • Here used mid blue for navigation bar color change. For this use hexadecimal code there are many options such http://www.w3schools.com/html/html_colorvalues.asp adds the hexadecimal code to Navigation bar color field.

     

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    NAVIGATION BAR SHELF COLOR

    • The shelf that appears under the main CRM control menu can be replaced to a new color of our choosing.
    • Here is a shot of updated navigation bar with new logo and light yellow shelf shading.
    • For this add hexadecimal code to Navigation Bar Shelf color field.

     

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    HEADER COLOR

    • Header Color is: “The color for header text, such as form tab labels.”
    • changed label color to thick pink.

     

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    • The navigation text color has changed like below screenshot.

     

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    • This applies to CRM form also like below:

     

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    User Interface Elements:

    Global Link Color

    • To Change color to each link appears in CRM.
    • Here the given color is Dark blue Color (#00008B) which is reflected in a list view.

     

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    • For the lookup and email, any hyperlink in CRM now we can add our own color.

     

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    • It will effects to all hyperlinks in CRM.
    • To change the color Give hexadecimal code to Global Link Color field.

     

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    Selected Link Effect

    • When you select an item or multiple items, you can see the color appearing, like below screenshot:

     

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    • Now the color has been changed to below color.
    • To change this color Give hexadecimal code to select link effect Color field.

     

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    Hover Link Effect

    • Similar as above,the color will appear only when we hover it on.
    • Here am giving pink Color to Hover Link Effect field.

     

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    • The changes for Not only to record it will effect ribbon button.

     

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    Process Control Color:

    • This is related to Business process flow.
    • Now we are changing the color as Crimson.

     

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    • You can see changes very clearly in lead or case, Opportunity entity.

     

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    Default Entity Color:

    • We can change entity color in sitemap.
    • Here added color to default entity color field.

     

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    • Here given color is Medium violet Color to Default entity the changes have occurred in sitemap shown below:

     

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    Default Custom Entity Color:

    • It is same as previous one, but it is for defaulted custom entity one.
    • Here the given color is Red Color to Default custom entity the changes have occurred in sitemap shown below:

     

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    Control Shade:

    • It is same as Hover Link Effect ,when to try to hover a control the color will appears on that field(not a ribbon, because ribbon is controlled by another setting).

     

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    Result:

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    Control Border

    • It will change border of control we can see the Control border color when we hover on a field.

     

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    • The changes appear like below:

     

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    Note: If you are not satisfied with your theme you can set default one open default theme and click on publish theme then it will set as Your CRM default theme.

     

  • Tracking of Last Activity Date

    Whenever an Activity status changed to completed, then that date will be filled in Last Activity Date field of the Activity’s related entities, So that the last Activity completed on will be known easily for that entity.

    This solution works for Account, Contact and Lead

    Installation Process:

    •  Download  the Last activity Date solution from here. To install the Last Activity Date Time the following steps has to be followed
    • Open your CRM click on Settings –> Solution –> import as shown below

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    • In Import Solution Window you can browse and Select Solution Package zip file and then click on Next for further processing.

     

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    • Click on import to proceed until it finishes.

     

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    • Click on import to proceed.Click on Close and refresh the CRM.

     

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    • The imported solution will be displayed in All solution windows as shown below.

     

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    Setting the configuration:

    • Navigate to Settings –> solution. Double click the solution to open
    • Navigate to Configuration, page opens as shown below.

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    • Choose the entities with the help of Check boxes, where you want to create the field.
    • Enter the Logical Name of the field which you want to create in Last Activity ex: new_sample

    Note: The logical name must and should be in a correct format like <prefix>_<name in lower case>, and it should not be exist in the entity earlier.

    • To include Custom Activity simply check the check box of Include Custom Activity
    • Until and unless you entered logical name and choose the check boxes, The Submit button will be in disabled state, after filling all those required fields button will be enabled
    • Click on Submit button to create field in chosen entities, wait until the table below the Submit Button filled by entered values

     

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    • The fields created are displayed in the below table as shown. After creating the fields click on refresh button.

     

     

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    Placing the Field on Form:

    • Navigate to Settings –> Customizations –>  Customize the system, and then you find the following screen.

     

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    • Click on entities and under entities click on Accounts then the following screen appears

     

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    • Under Accounts click on Forms->Account to open it.

     

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    • On the right hand pane Filter the custom fields and select on the Last activity date.

     

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    • Double click on the field, and it automatically moves on to the form like shown in screen,Save the form and Publish it.

     

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    • Navigate to workplace->Activities->Phone call (i.e new activity).

     

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    • Click on the new activity and fill in all the required fields and then click on save.

     

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    • After successful creation of activity the status will be in Open state

     

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    • Click on MARK COMPLETE, plugin will trigger in background and status will converted to Completed and as well as the field in related entities are updated to present date.

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    • You can see the results in the Last Activity Date field which is marked in red color.

     

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