Category Archives for "Customization"

1 Enable the Contact Field: Do Not Allow Bulk Email to be used in Advanced Find

It turns out that the Searchable proper on the Contact field Do not allow bulk emails defaults to No, as you can see below:

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This is a problem when you want to perform a search for Contacts who have this field set to Yes.

To change this setting, perform these steps:

1. Select Settings, Customization, Customize the System.

2. When the Default Solution is displayed, Navigate to Entities.

3. Then navigate and expand Contact.

4. Click on Fields.

5. Locate the field: Do not allow bulk emails.

6. Chang the Searchable setting to Yes.

7. On the Toolbar, click the Save and Close button.

8. Publish Contact (or All Customizations).

 

Now, when you are performing an Advanced Find on the Contact entity, you will be able to see the Do not allow bulk emails in the drop-down list.

We’ll talk more about how and why this is a useful feature tomorrow.

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.

Using Advanced Find to quickly navigate to a specific entity

As you may know, when you create an entity within CRM you specify which areas the entity is display in, using the following settings on the Entity Information screen:

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One of the final CRM customization tasks that needs to be performed is user-interface verification. This requires you open the data entry form for each of Entity and verify the field placement, navigation, and other items that have been customized as specified by your requirements.

This can be a very time consuming process, especially if you have many interrelated Entities that do not appear on the main CRM SiteMap.

For example: You add a custom Entity related to Contact called Payroll. It also has a related Entity called Payroll items. So, to view the Payroll Items form live, you would need to open a Contact, add or edit a Payroll record, then add a Payroll Item record.

As you can see, this can be a very time consuming process. So instead of trying to find the entity visually, just open the Advanced FInd dialog and select your entity from the Look for list:

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Use a basic criteria such as Status Equals Active then click the Results button:

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This will bring up a list of records for that Entity. If no records were returned, just click the New button to create one.

I learned this little trick from Frank Grimberg at Prosoft System Intl while working on project together and it’s so simple, I wonder why it didn’t occur to me before.

1 Categorize your CRM Contacts using Relationship Type

One of the most powerful fields on the Dynamics CRM Contact entity is something called the Relationship Type.

This field allows you to categorize your contacts by specifying who they are: customer, vendor, partner, etc.

Unfortunately, for some unknown reason, this field is missing from the default CRM 2011 data entry form.  Let’s walk through the process of adding this field to the form and customizing CRM to maximize it’s use.

Step 1: Add relationship types

In order to make maximum use of this field, we first need to make sure it contains relevant data, which we will do with these steps:

1) Select Settings, Customizations, Customize the system.

2) Expand Entities

3) Expand Contact

4) Click on Fields

5) Locate a the Relationship Type field

Note: the internal or schema name for this field is customertypecode.

6) Double-click the field to open up the field editor:

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This field is of the type Option Set ( picklist in CRM 4.0 ), and as you can see, it contains only the default value so let’s add some values.

7) In the Options list, click on the Default Value item.

8) In the Label edit box, change this value to Customer.

9) Click the plus sign on the Options list to add a new item.

10) Change the Item text to something relevant to your organization, like Vendor.

11) Repeat steps 9 and 10 until you have entered all of your selections.  Mine looks like this:

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12) Set the Searchable field to Yes:

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This allows the field to be used for Advanced Find searches.

13) Click the Save and Close button.

14) From the toolbar, click the Publish All Customizations button to publish your changes.

 

Step 2: Modify the Main data entry form

1) In the Solution Explorer, under Contact, click Forms.

2) Double-click the Main form row to edit the form.

3) Locate Relationship Type in the Field explorer on the right-side of the form editor.

4) Drag and drop the Relationship Type onto the first section so that it looks like this:

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5) Click the Save button to save your work.

6) Click the Publish button to publish the form.

7) Close the form editor.

 

Step 3: Creating Views

1) Once back to the Solution Explorer, under Contact, click Views.

2) Click the New button to create a new View

3) When the View Properties dialog displays, enter Active Customers in the Name field:

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4) Click OK.

5) When the view designer displays, click the Add Columns button.

6) Select fields that you wish to display in your view:

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7) Click OK.

8) Click the Edit Filter Criteria button.

9) We need to set our filter criteria to the following:

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10) Click OK to save your filter criteria.

11) Click Save and Close to close the View Editor

12) Click the Publish All Customizations button to publish your changes.

 

Step 4: Verify your work

To verify your work, perform these steps:

1) Select the Workplace or Sales area

2) Open a Contact.

3) Set their Relationship Type to Customer.

4) Click the Save and Close button.

5) Select the Active Customers view:

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6) Verify that the Contact you modified in step 2 is in the list.

 

Next Steps

Now that you have a view showing your Active Customers, you’ll need to create a view that corresponds to each of the new Relationship Types that you created.

This allows your users to quickly filter and navigate your Contacts which can be very helpful should you have a large number of Contacts.