Category Archives for "CRM 2013"

Adding the Addresses navigation link back to the Contact form

I ran into a facinating issue last week. It turns out that the new form for Contact doesn’t have a navigation link for More Addresses, as it did in the past.

Here’s how to correct that issue:

1. Open the form editor for Contact.

2. On the Ribbon, Select Navigation from the Select group:

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3. In the Navigation Explorer, click and drag the Addresses link to the location you wish it to reside within the Navigation pane.

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4. Save your form.

5. Click the Publish button.

 

Addresses is now on the Contact’s navigation link:

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An alternative is to add a sub-grid to the form to show the addresses.

3 Workflow ownership and disabled users

I and into a situation this week that I have never encountered.  Some of my workflows were in a waiting state and when I opened one to check for an error, this is what I saw:

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I had some issues with the transition to Office 365 (from Live ID) and I had to disable my user and recreate myself.  This caused all of the workflows that were owned by the “old me” to stop working.

So, make sure that you check the ownership of your workflows and verify that the state of the owner of the workflow is not disabled.

This Advanced Find does that query:

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By the way, do not be scared of that first part. When you select processes, it adds all of those filters.  All you need to do is add the Owning User (User) related entity filter.

How to find what does not exist

Using a static Marketing List to identify records where a specific criteria does not exist

Today we have a guest post from fellow CRMUG D/FW member Torrey Landry.

Background

All Sales managers want to know what population of their target audience has not purchased a certain product.

How do you build a view to tell you where “Product X” does not exist?

If you have a dedicated field for each product that can indicate a “yes” or “no”, then the search for product purchase is much simpler. You can use Advanced Find to query for:

  • Does Not Contain Data
  • 0 or 1
  • Yes or No

But what if you do not have a dedicated field?

Using the Marketing Lists entity, you will essentially create and compare two lists of data, leaving only the records you wish to target.

IMPORTANT: It must be a Static list, as opposed to a Dynamic list, in order to use the “add” and “remove” options under the “Manage Members” menu option.

 

Sample Scenario

You want to know which customers in Texas, in John Smith’s territory, do not have Product X.

 

The Process

  • Step 1: Create an Advanced Find that pulls in all records from John Smith’s territory that have an address in Texas. This is your ‘initial’ list.
  • Step 2: Create an Advanced Find that pulls in all records from John’s Smith’s territory that DO have Product X (within Texas or not, it does not matter). This is your ‘remove’ list.
  • Step 3: Remove all of those records from the ‘remove’ list from the ‘initial’ list.

The Result

All that remains are those records, in John’s area, in Texas, that do not have Product X.

 

The Details

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Final Thoughts

  • This add & remove process is limited to only a few entities within CRM: Account, Contact and Leads.
  • The CRM Administrator can define the fields that will be displayed in the resulting marketing list, but (I believe) these fields will be the same fields displayed for all marketing lists created.
  • The columns may differ between Account, Contact and Leads

Online2 is available for Microsoft Dynamics CRM Online

It seems Microsoft has started rolling out an update to CRM 2013 Online called, “Online2.’

Here is a link to the KB article:

http://support.microsoft.com/kb/2925872

and here are the highlights:

Online2 resolves the following issues:

  • A custom entity that has multiple "inactive" status reasons can be deactivated without prompting the user to select the appropriate status. This occurs within the form and not from a form view.
  • Unresolved recipients removed from email form.
  • Unexpected format changes occur when you create email messages by using the email template.
  • When you use Internet Explorer 8, the related record drop-down list is missing when a record is opened.
  • When you set IME mode on an attribute on an entity to ACTIVE, the IME mode is not honored. This occurs for Single Line of Text, Multiple Lines of Text, and other attributes that are bound to input elements or text area elements.
  • If you have a field set by using the "Phone" format setting, the field appears as a dialable phone number in the contact card. If you created a solution prior to CRM 2013 that had a field marked as "phone," the field was marked as "text" when the solution was imported into a 2013 organization.

CRM 2013: Modifying Administration Navigation

While we’ve already discussed using the Quick View Menu to help with Dynamics CRM 2013 navigation, I thought I’d take the opportunity to show a technique to assist Dynamics CRM System Administrators.

First of all, I would like you to download the CRM SiteMap Editor from Simpler Software:

http://crmsolutionmanager.com/Download.aspx

It’s free and is very helpful in editing your SiteMap.

Note: This is a Windows-based application that you install on your workstation.

When you launch the SiteMap Editor, it will ask you to connect to Dynamics CRM by entering in the URL and login credentials, after which it will display the SiteMap for the selected organization.

After it has successfully connected to Dynamics CRM and downloaded the SiteMap, you should see something like this:

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You can navigate around the SiteMap much as you would inside of Dynamics CRM itself. The pane on the right will change to reflect the type of item selected within the SiteMap itself.

Click on the Settings area, which will display something like this:

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So what we will be doing is moving the most important Sub-Areas to the top of the list, which happens to be the Business Group.

This is accomplished with a simple drag-and-drop operation and this is the result:

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In my mind, these are the most important things for me to see when I click on the Settings Area.  Your system will probably be different so rearrange things so that they make sense for you.

When you are finished with your modifications, press the Publish button on the toolbar:

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This will push your changes back to Dynamics CRM.

Open a new web browser session to your Dynamics CRM instance and you can see the results.

Here is how the Quick View Menu looks:

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And here is the normal Dynamics CRM navigation:

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And that is it.  More goodness from the Simpler Software SiteMap Editor in the future.

2 Easing Dynamics CRM 2013 Navigation Troubles

If you have upgraded to Dynamics CRM 2013 you have probably noticed that the navigation has changed quite substantially. This has lead to an increased learning curve, at best, and a loss of productivity, at most.

My friend and fellow CRM MVP Rhett Clinton has arrived on his white horse with a solution.  Let me introduce you to the CRM 2013 Quick View Menu.

 

What Does It Do?

Well, it will turn this:

into this:

This places all of the Dynamics CRM SiteMap items in a single-pane, grouped by Area, and makes navigation a breeze.

 

Installation

Installation is pretty simple:

1. Install the managed solution.

2. Configure the solution and add Quick View to the SIteMap.

3. Refresh the web page and you are done.

 

Next Steps

To further enhance the experience, you can set the Quick View Menu to be your startup page, using these steps:

Note: These settings must be performed by an individual user.

1. Click the “Gear” icon on the command bar:

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2. Select Options, to display your Personal Options page.

3. Set the Default Pane to Quick View and the Default Tab to Site Map, as shown below:

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4. Click OK so save your changes.

5. Press Ctrl+F5 to refresh your web page and you should see the Quick View menu displayed.