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Setting Session Timeout in Dynamics CRM Online

Introduction:

Earlier we had the option to set the session timeout in Microsoft Dynamics CRM On-Premises version. The session timeout for the online version, however, was defaulted to 24 hours.

Microsoft has now provided the flexibility to modify the Session timeout for Dynamics CRM Online.

Configuring Session Timeout for Dynamics CRM Online:

To set the session timeout for Dynamics CRM online, navigate to Settings > Administration > System Settings.

Setting Session Time Out in Dynamics CRM Online

As you can see in the above screenshot, there are options to set session timeout as ‘Set custom’ or ‘Use default’. If you choose ‘Use Default’ then the maximum length of the session is 1440 minutes (24 hours).

To set a custom time for the session, choose ‘Set Custom’ and set the required time. In our case, we have set the session timeout to 60 minutes and the warning time to 20 minutes before the session expires.

As seen in above screenshot, we can even set inactivity timeout i.e., the user will be automatically logged out after the specified time of inactivity. In this example, we have set it to 5 minutes and warning time to 3 minutes. So, if the user is inactive for 3 minutes, then the below warning message is seen.

Setting Session Time Out in Dynamics CRM Online inactivity warning message

Unless the user clicks on Continue Session, the user will not be able to continue working.

If the user is still inactive after the above warning message, the below message will be displayed.

Your session has expired due to inactivity. Any unsaved changes has been lost.

And as the duration of inactivity has elapsed, the user will be automatically signed out from CRM.

Conclusion:

By following the above steps, users can override the default session timeout in Dynamics CRM Online.

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Import data with multi-select option set values in Dynamics 365 v9

Introduction:

Prior to Dynamics 365 v9, there was no provision to use multi-select option set field. The latest release now allows users to use the multi-select option set field.

In this blog, we will see how data import works for multi-select option set field.

Importing data with multi-select Option Set field in Dynamics 365 v9:

Below are the account records that we tried to import in Dynamics 365 v9 environment.

Importing data with multi-select Option Set field in Dynamics 365 v9

Note: Services is the multi-select option set field of Account entity. This field has following options Home and Financial.

On the completion of the import, we got the below warning message, and on submitting these three records, only the first record was created in CRM because it is the only record which has the correct values in the right format.

 Importing data with multi-select Option Set field in Dynamics 365 v9 error

Importing data with multi-select Option Set field in Dynamics 365 v9

To import the records with the multi-select option set field value, we would need to pass the option set labels and should be separated by semicolon “;”.

  • The first record was created as two option set values, i.e., Home and Financial had passed by using “;” as the separator.
  • The second record failed because ‘Financal’ is misspelled and is not the right value of Services option set.
  • The third record failed because we used “,” as the separator.

Conclusion:

To import records with multi-select option set field, we would need to pass the option set labels with semicolon “;” as the separator.

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Unable to see the ‘Add Subcomponents’ and ‘Remove Component’ buttons in Dynamics 365

Introduction:

‘Add Subcomponents’ and ‘Remove Component’ buttons are one of the important features introduced in Microsoft Dynamics CRM 2016. This feature allows the users to select the components they want to have in their solution.

In this blog, we will discuss why you are unable to see the ‘Add Subcomponent’ and the ‘Remove Component’ buttons in your solution.

This is probably because you have selected the ‘Include entity metadata’ option while adding the entity to the solution as shown in the screenshot below;

Unable to see the ‘Add Subcomponents’ and ‘Remove Component’ buttons in your Solution?

Please note that if the ‘Add All Assets’ option is checked then the ‘Include entity metadata’ option is checked by default, and just unchecking the ‘Add All Assets’ option won’t help.

It is imperative that the ‘Include entity metadata’ option is unchecked to add or remove entity subcomponents in the future.

Thus, it is advisable to uncheck these checkboxes while adding an entity in a solution until you are very sure that all the subcomponents being added will be used in future.

In case of uncertainty, you can add all the subcomponents manually without using the ‘Add All Assets’ option as shown in the screenshot below;

Unable to see the ‘Add Subcomponents’ and ‘Remove Component’ buttons in your Solution?

Conclusion:

Having the ‘Include entity metadata’ option checked while adding the entity to the solution prevents you from adding or removing the subcomponents from the solution.

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Displaying Full text in labels in Dynamics 365 V9

Introduction:

The latest version Dynamics 365 V9 has brought many exciting features, especially in the UI section.

One of the interesting features added with Dynamics 365 V9 is displaying the full text in the label.

In the previous versions, displaying full text on labels was always an issue.

Displaying Full text in labels in Dynamics 365 V9

However, the new version of Dynamics 365 has resolved this issue. There is a simple setting under System Settings in the Administration area as shown in the screenshot below;

Displaying Full text in labels in Dynamics 365 V9

If this setting is set to No, the text wrapping is not enabled, and the text in the label is not visible entirely.

Displaying Full text in labels in Dynamics 365 V9

If the above setting is set to Yes, then the text is completely displayed as shown in the screenshot below;

Displaying Full text in labels in Dynamics 365 V9

By default, the ‘Allow text wrapping in form fields and labels’ setting is set to Yes.

The above settings work even in the Dynamics 365 Mobile and Tablet App as shown below;

Before the Settings:

Displaying Full text in labels in Dynamics 365 V9

After the Settings:

Displaying Full text in labels in Dynamics 365 V9

Hope this helps!

Copy System and Custom Entities in Dynamics CRM

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Change default language name in drop-down using translations in VOC Survey

Introduction:

Since the introduction of Voice of the Customer surveys in Dynamics CRM 2016, it has enabled organizations to offer feedback surveys to customers and gain insights about their products and services directly from customers.

Note:

To open Voice of the Customer survey link in a specific language using translations, refer this article.

Changing default language of Translations in Voice of the Customer Survey:

Recently, we had a business requirement to enable multi-language in ‘Customer Satisfaction Survey’ of VOC. The survey had translations available in two languages, English (United States) and French as seen in the screenshot below;

Change default language drop-down name using translations in VOC Survey

We wanted to change English language drop-down text from ‘English (United States)’ to ‘English’.

When we create the survey, the Default language field of survey entity is set according to the user’s language. This Default language field of survey entity is not added to survey form by default.

Change default language drop-down name using translations in VOC Survey

In our case, the user’s language is set to English, so when we created the ‘Customer Satisfaction Survey’ of VOC, the Default Language field is set to English.

As a result, the survey has default language set as “en-us”.

Change default language drop-down name using translations in VOC Survey

This results in the English language labeled as ‘English (United States)’.

Change default language drop-down name using translations in VOC Survey

To avoid this, we can set Default Language field as blank and then change the ‘en-us’ in the translation.xml file to ‘en’ (i.e. “en” is iso_639-1 code for the English language).

Change default language drop-down name using translations in VOC Survey

Change default language drop-down name using translations in VOC Survey

Change default language drop-down name using translations in VOC Survey

After making these changes and publishing the survey, the English language drop-down text changed from ‘English (United States)’ to ‘English’.

Change default language drop-down name using translations in VOC Survey

Hope this helps!

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Integrate QuickBooks & Dynamics CRM to Streamline Your Business Processes

Integrate QuickBooks & Dynamics CRM to Streamline Your Business Processes

With over 4.3 million businesses using QuickBooks, it is one of the leading and a preferred accounting application for SMBs.

Also, according to a study conducted by Forrester polling 2,000 employees that were using Microsoft Dynamics CRM found that ROI, when a system is properly integrated, can exceed a whopping 245%. Businesses also prefer Dynamics CRM because of the extendibility and seamless integration with other Microsoft products and services.

Many businesses find themselves at the intersection of both the products, meaning they use QuickBooks to manage and improve the financial processes and Dynamics CRM to develop and build strong business relationships, improve customer retention and drive better sales and marketing.

Businesses using QuickBooks and Dynamics CRM

These businesses can experience remarkable benefits by streamlining the information flow between Dynamics CRM and QuickBooks by integrating both the systems.

InoLink: QuickBooks syncs the Sales Transactions and Payment Information from QuickBooks to Dynamics CRM and enables seamless data flow between the two systems, improving the coordination between Sales and Accounts team. Just by integrating QuickBooks & Dynamics CRM, businesses can;

Improve their Business Processes & Maintain Data Sanctity: The integration of QuickBooks with Dynamics 365 radically improves business processes within an organization. For example, with the information synced between QuickBooks and Dynamics 365 enables Sales & Accounts team to work in harmony, improves cross-departmental processes, and augments customer service. Moreover, as both the systems are integrated, the need for manual entry is eliminated, and data integrity in both the systems is maintained.

Enhance Customer Satisfaction & Improve Sales Process: With a complete view of customer accounting information in Dynamics 365, Sales Reps can personalize and provide relevant Sales pitch to the customers, improving the overall experience. Also, with the inventory details seamlessly synchronized between the systems, Sales Reps have updated information and can utilize it to improve the whole sales process.

How to Integrate QuickBooks & Dynamics CRM?

After knowing the impact a business can experience by integrating QuickBooks & Dynamics CRM, the next obvious question is, HOW TO INTEGRATE QUICKBOOKS & DYNAMICS CRM?

We have a solution for you, InoLink: QuickBooks!

Microsoft Dynamics CRm and QuickBooks Integration

InoLink: QuickBooks is a leading bi-directional integration solution that seamlessly integrates Microsoft Dynamics 365 Customer Engagement/CRM and Intuit QuickBooks. It enhances the efficiency of processing financial information and streamlines the information flow between the systems to empower CRM users with a 360 degrees view of the customer by synchronizing transaction history and Aging details of the customers from QuickBooks. Avoid data duplication and maintain consistency between the two systems by syncing Customers as well as Quotes / Orders and Invoices.

InoLink supports QuickBooks Desktop & QuickBooks Online and all deployment models of Dynamics CRM / Dynamics 365 Customer Engagement beginning CRM 2013.

Key Features:

  • Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices.
  • Transaction Sync: Ability to promote Quote/Order/Invoice from Dynamics 365/CRM to QuickBooks.
  • Accounting History: Access complete transaction history and their updates right within Dynamics 365/CRM.
  • Account Balances: View customer open balances and aging details to help schedule follow-ups.
  • Tax Calculation: Perform Sales tax calculation in Dynamics 365/CRM for Quotes, Orders, and Invoices.
  • Reporting: Accounting Dashboards shipped along that display accounting transaction updates in Dynamics 365/CRM. This includes Recent Transactions, Top Customers, Open Invoices.
  • Security: Ability to control access to synced accounting data through security roles and field level security.

To get a free trial of our QuickBooks and Dynamics 365 integration solution, write to us on crm@inogic.com

To get started with InoLink: QuickBooks, visit our InoLink InfoCentre where we have provided all the resources you need to integrate QuickBooks Online & Desktop with Dynamics CRM/Dynamics 365!

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Unable to create VOC Surveys in Dynamics 365

Introduction:

Recently we had a business requirement to send VOC surveys that needed to be sent from the users having Sales Person role.

We had placed a button on the opportunity form as shown in the screenshot below;

Unable to create VOC surveys in Dynamics 365

On the click of this button, we are creating an email with the link to the survey provided in the email.

Missing read privileges Error:

This functionality was working fine if the logged in user had System Administrator role.

However, when we tried this for the Sales Person role, we were getting an error.

We had an action executed on click of the button, and the action was throwing an error.

We looked into the plugin trace log and the below error was seen.

“<Message>Unexpected exception from plug-in (Execute): IKL.CRM.Workflow.SendVocSurvey: System.Activities.InvalidWorkflowException: Execute >> RetriveRecords >> Principal user (Id=c21ac18a-c81d-e711-80e5-3863bb356f78, type=8) is missing prvReadmsdyn_survey privilege (Id=8cd315a5-24fe-44ff-9459-0b940d58353a)</Message>

The error was

“<Message>Unexpected exception from plug-in (Execute): IKL.CRM.Workflow.SendVocSurvey: System.Activities.InvalidWorkflowException: Execute &gt;&gt; RetriveRecords &gt;&gt; Principal user (Id=c21ac18a-c81d-e711-80e5-3863bb356f78, type=8) is missing prvReadmsdyn_survey privilege (Id=8cd315a5-24fe-44ff-9459-0b940d58353a)</Message>”

It meant that there were missing read privileges for the survey. We gave the Survey User role to the user, but still, the issue was not resolved.

Then we gave the Azure deployment read privilege to the Survey user role, and it did the trick.

Azure deployment read privilege to the Survey user role

Voila, the issue was resolved.

Hope this helps!

Effectively Manage Sales Territories on a map within Microsoft Dynamics CRM

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