Tag: Microsoft Dynamics 365(CRM) Tips and Tricks

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!

Easily Export and Email Dynamics 365 Reports in PDF, Word, or Excel

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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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Thank You for interacting with us at CRMUG Summit Nashville!

Thank you for interacting with us at CRMUG Summit Nashville

We were at the CRMUG Summit Nashville last week as a proud Gold Sponsor, and it was an amazing experience!

This year’s Summit was even bigger and better than before;

  • This year’s Expo Hall was the largest in Summit history!
  • With over 1,000 Pre-Conference Academy registrations and 100+ Pre-Conference Academy Training Classes, it was a fantastic learning experience.
  • This year training was expanded to include all leaders in the community with Community Leader Development Training.
  • Nearly 1,000 Microsoft Dynamics Partners gathered for the Summit Partner Exchange making it the largest ever Partner focused event at Summit.
  • Summit offered its first ever Executive Program in the U.S with 100+ executives and 20+ sessions focused on best practices and innovative ideas for leading your company in the age of digital transformation.
  • D365UG/CRMUG Opening Session + Microsoft Roadmap with Param Kahlon.
  • Summit attendees also celebrated the 10th anniversary of the conference and their most prominent contributors in the community. Congratulations to the 2017 All-Star Award recipients. :)
  • The 3rd annual Member Marketplace, located in the Expo Hall, proudly featured the diverse industries, products, and ideas represented among user group members.
  • With the goal to together as a community, raise $5,000 and package 50,000 meals over three days during the conference, Rise Against Hunger was an amazing way to practice servanthood and leave a positive impact in Nashville!

We would like to thank everyone who visited and interacted with us at our booth and special thanks to the CRMUG Summit team for delivering an exceptional experience. Our teamwork paid off and was reflected through the visitors’ interest in our innovative apps and globally acclaimed services for Dynamics 365 Customer Engagement.

Team Inogic at CRMUG Summit Nashville

We also presented a Partner Solutions Showcase on how integrating Maps with Dynamics CRM can enable organizations to enrich their business data and unveil hidden location insights for powerful Map Visualizations, Geo-analytics, Routing, Appointment Planning, Territory Management and more. Our Partner, StratusLive joined us in the session and explained the use cases and impact of Maplytics for Non-Profits.

Learn more about Maplytics Partners or drop us a mail on crm@inogic.com to become a Maplytics Partner

Inogic's Partner Solutions Showcase at CRMUG Summit Nashville

The response we received for the session was phenomenal and is a motivation for us to keep innovating and improving Maplytics!

Not just Maplytics, our array of innovative solutions for Dynamics 365 Customer Engagement including InoLink: QuickBooks, User Adoption Monitor, Click2Clone, and Click2Export was also very well received and allowed visitors to understand how innovation and automation can not only save time but also help them to achieve the ROI they want!

In a nutshell, CRMUG Summit Nashville was an incredible experience for us, and we would highly recommend everyone to attend the future Summits!

We are looking forward to our next adventure in D365UG/CRMUG Summit 2018 Phoenix, AZ :)

Meanwhile, you can reach us on crm@inogic.com to discuss and understand how our solutions and services can help you to get the most out of your Dynamics 365 implementation!

Download and try our Apps for Dynamics 365 from the Website or Microsoft AppSource!

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Configure Sub Grid from CRM forms in Dynamics 365 Portal

Introduction:

We can easily configure CRM entity form in Dynamics 365 Portal by creating an Entity Form. However, by using Entity Forms, we can only edit or create the fields on the Portal, we cannot add/edit records in the Sub Grid.

To add/edit both the fields and the Sub Grids that are present on the CRM forms, we need to perform some additional configuration, i.e., Sub Grid Metadata Configuration.

Steps to configure Sub Grid from Dynamics CRM forms in Dynamics 365 Portal:

Recently, we had a business requirement where we wanted to show Opportunity form that includes customer Contacts sub grid from the Opportunity entity and we wanted to create new customer records or update the existing records in the Sub Grid.

1. To achieve this, first we have to create the Entity form for the Opportunity entity record as seen in the screenshot below;

Configure Sub Grid from CRM forms in Dynamics 365 Portal

2. Then we need to add the Entity Form Metadata to allow the sub grid to create or edit the records as shown in the screenshot below;

Configure Sub Grid from CRM forms in Dynamics 365 Portal

3. While creating the entity form metadata, first we have to select the metadata Type (Attribute, Notes, Section, Subgrid, Tab or Timeline).

Here we are required to create the Sub Grid Metadata, so we need to select the View Actions as Create to add the option for creating records in Sub Grid or for updating the records in Sub Grid.

Then we have to select the Target Type as Entity Form, Webpage or URL as per our requirement. Then we need to select the Entity Form that we want to show when we click on the Create/Edit button of the Sub Grid.

We can also set the Button Label as shown in the screenshot below;

Configure Sub Grid from CRM forms in Dynamics 365 Portal

4. Once we follow the above steps, we can see the Sub Grid with the Create and Update options as shown in the screenshot below;

Configure Sub Grid from CRM forms in Dynamics 365 Portal

Hope this helps!

Easily Export and Email Dynamics 365 Reports in PDF, Word, or Excel

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Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype Fields

Introduction:

Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form).

Formatting the Number and Currency datatype fields:

The user can format the datatype fields by simply navigating to Settings > Options > Formats > Customize and set the required values for the datatypes.

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype FieldsAfter this, all the fields will be formatted based on the values selected in the ‘Format’ tab for Number, Currency fields on the entity form.

So based on the values selected in the above screenshot, the Annual Revenue (Currency) & No. of Employees (Number) fields on the Account entity form would look like the screenshot below;

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype FieldsThe formatting will be reflected on all the fields of the entities in Dynamics CRM.

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype Fields:

Recently, we had a business requirement to show a ‘Sum’ button that on clicking would pop an HTML Card’ with sum of the ‘Annual Revenue’ for all the records fulfilling certain criteria.

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype FieldsHowever, as seen from the above screenshot, the formatting we applied (Decimal Symbol & Digit Grouping Symbol) for ‘Annual Revenue’ and ‘No. of Employees’ was not reflected on the card.

So, we found a workaround, where we read the user’s ‘Set Personal Options’ setting and dynamically apply it on our HTML Card.

Now, when the user changes the ‘Set Personal Options’ setting, the formatting pattern would be reflected on the fields just like it would reflect on the fields (Annual Revenue & No. of Employees) available on the entity form.

To achieve this we need to follow the steps mentioned below:

We need to include all the attributes that we want to retrieve from ‘User Settings’ entity in our FetchXML.

In our case, we included the following attributes;

  • currencysymbol
  • numberseparator
  • decimalsymbol
function readUserDateFormat ()
 {
    var functionName = "readUserDateFormat ";
    var fetchxml = "";
    var results = null;
    var currentUser = Xrm.Page.context.getUserId();
    var userID = currentUser.replace("{", "").replace("}", "");
   

        //generate the fetchxml
        fetchxml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' 		distinct='false'>";
        fetchxml += "<entity name='usersettings'>";
        fetchxml += "<attribute name='dateformatstring' />";
        fetchxml += "<attribute name='dateseparator' />";
        fetchxml += "<attribute name='uilanguageid' />";
        fetchxml += "<attribute name='decimalsymbol' />";
        fetchxml += "<attribute name='numberseparator' />";
        fetchxml += "<attribute name='currencysymbol' />";
        fetchxml += "<filter>";
        fetchxml += "<condition attribute='systemuserid' operator='eq' value='" + userID + "' />";
        fetchxml += "</filter>";
        fetchxml += "</entity></fetch>";
        
}

Once we execute the above FetchXML using Web API, we get the following result;

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype Fields4In the above result response, we can see that by querying ‘User Settings’ entity with the attributes (currencysymbol, numberseparator, decimalsymbol), we get the values set for those attributes using ‘Set Personal Options’ by that particular user.

Once we retrieve the user settings, we can modify our code to use these values and format the Number & Currency fields.

Now our HTML Card would look like the screenshot below;

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype Fields

Conclusion:

We can use the ‘User Settings’ entity along with the attribute names to retrieve the personalization settings configured by the user and display consistent formatting throughout Dynamics CRM.

Integrate Dynamics CRM Online QuickBooks

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Working with Report Pre-Filtering for related entities using Fetch XML

Introduction:

Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM.

Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data.

Pre-filtering passes the set of selected record or a specific record (such as Quote) for which the report is being run in such a way that the report is executed and the data is pulled from the context of the current (or selected) record.

Working of Report Pre-Filtering for related entities using Fetch XML:

Pre-filtering can also be applied to related entities.

In the below screenshot, we are retrieving Opportunity and have applied pre-filtering for both Opportunity and Account.

Working with Report Pre-Filtering for related entities using Fetch XMLFor example, we have created two Opportunities for respective Accounts, and when we execute the report (using the above Fetch XML) for records from both the entities, we get the same result as shown in the screenshot below;

Working with Report Pre-Filtering for related entities using Fetch XMLWe also created an additional Opportunity and Account that are not related and hence they were not displayed in the report result.

Note: Pre-filtering does not work for outer join, and the result will be displayed differently for the same report discussed above.

Now after adding an outer join to the Account with Opportunity, the pre-filtering won’t work for Account.

When the report is executed for selected accounts, it will display all opportunities (and would not consider the selected Accounts) as seen in the screenshot below;

Working with Report Pre-Filtering for related entities using Fetch XMLWhen the report is executed for selected opportunities, it will display all the selected opportunities as shown in the screenshot below;

Working with Report Pre-Filtering for related entities using Fetch XMLHope this helps!

Easily Export and Email Dynamics 365 Reports in PDF, Word, or Excel

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Attach Documents from Microsoft Dynamics 365 Portal

Introduction:

Organizations use Microsoft Dynamics 365 Portals as a hub for making relevant information available to the users at the right time. Many organizations need their portal users to attach documents that get stored in CRM but can be easily accessed from the portal for effortless information flow.

Steps to attach documents from Microsoft Portal:

1. To view the notes area on the portal, we need to have the notes area present in the Dynamics 365 form that is used in the portal’s Entity form.Attach Documents from Microsoft Dynamics 365 PortalAs seen in the above screenshot, we have a custom CRM form ‘Portal Web Form’  where the notes area is present in the ‘tab_Docs’ tab to attach notes for the logged in portal user contact.

While configuring the CRM form and adding notes in the section, select Notes in the Default Tab section as shown in the screenshot below;

Attach Documents from Microsoft Dynamics 365 Portal

Note: By default, the Tab is set to Activities.

This will just show the notes section on the portal. To be able to attach Notes from the portal, further customization of Entity Form is needed.

If you scroll down on the ‘NotesAttachment’ Entity Form (shown in the first screenshot) you will find a section named ‘Add Attach File’ as shown in the screenshot below;

Attach Documents from Microsoft Dynamics 365 Portal

The options available are as follows:

a. Attach File: This allows the user to attach documents from the portal as shown below;

Attach Documents from Microsoft Dynamics 365 Portal

b. Attach File Save Option: Choosing this as ‘Notes’ allows the user to attach the documents as an attachment to the Notes.

c. Allow Multiple Files: This allows the user to attach multiple documents at one go.

d. Attach File Storage Location: This allows the user to define the storage location of the attachments.

2. To view the attached documents on the portal, we need to add Entity Permission for the Notes Entity. The Web Role associated to the Portal Contact should also be associated with this Entity Permission as shown in the screenshot below;

Attach Documents from Microsoft Dynamics 365 Portal

 

Attach Documents from Microsoft Dynamics 365 PortalThe attached documents can be seen from the portal as shown in the screenshot below;

Attach Documents from Microsoft Dynamics 365 Portal3. The notes are saved in CRM with the description as *WEB*. So, if we create a note in CRM with the description containing *WEB*, that note can be viewed in the portal.

Attach Documents from Microsoft Dynamics 365 Portal

 

Additional Customization:

Usually, on successful completion of attaching a document, we get a success message as seen in the screenshot below;

Attach Documents from Microsoft Dynamics 365 Portal

 

To redirect the page on successful attachment of a document, we need to change the ‘On Success Settings’ from ‘Display Success Message’ to ‘Redirect’ as shown in the screenshot below;

Attach Documents from Microsoft Dynamics 365 Portal

Set the Web Page same as the one used to show the Notes, so that on the successful attachment of the documents, the page is redirected.

Conclusion:

By following the steps mentioned above, we can easily attach documents from the Portal for later use. This functionality can be utilized by users to share documents effortlessly using Portals.

Improve the user adoption of Dynamics 365 by monitoring user activity within CRM

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Attending CRMUG Summit Nashville? Let’s catch-up at Booth 724!

CRMUG Summit Nashville Inogic

We are ready for one of the biggest gatherings of Dynamics 365 peers, CRMUG Summit Nashville. Summit brings the Dynamics CRM community together from all over the world to interact, network, and get inspired.

As a Gold Sponsor, we will be exhibiting our flagship product, Maplytics™, which is a native Map Visualization, Routing & Geo-analytics app for Dynamics 365. We will also showcase our other innovations including InoLink (QuickBooks + CRM), Click2Export, Click2Clone and User Adoption Monitor throughout the conference at Booth # 724.

We invite you to stop by our booth or schedule a meeting with our team for a walkthrough of our solutions and to learn how our experience as a leading Outsourcing and Off-shore Development Partner with unrivaled practical knowledge and expertise in development, integration, and implementation of Dynamics 365 can help you to kick your business into high gear and achieve the ROI you want.

DON’T MISS OUR PARTNER SOLUTIONS SHOWCASE

This year at Summit, our CEO Roohi Shaikh and Business Manager, Surya Ostwal will be presenting a Partner Solutions Showcase on how businesses can benefit from the power of map visualization, routing and geo-analytics within Microsoft Dynamics 365!

Maps for CRM: Geo-Analytics, Routes, Locational Marketing & Territory Management – Powered by Maplytics™

October 11 | 3:00 PM – 4:00 PM | Room: Cheekwood GH

Join the session to get an in-depth demonstration of utilizing the mapping capabilities of Bing Maps within Dynamics CRM. To add this insightful session to your calendar, login & mark our session as a favorite now!

Write to us on crm@inogic.com to schedule a meeting!

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