Archive

Archive for the ‘Customizations’ Category

December 2012 Service Update with Improved User Experience

January 11, 2013 Leave a comment

As part of the Update Roll Up 12, Microsoft released Updated User Experience for Sales and Customer Service. This will give an option to work with the forms without using much pop ups, but main problem is we cannot control the forms with Java Script. This is a limitation as of now but we can expect some enhancements in near future or in the next releases.

In the below Lead screen shot user can work on Lead through Contact and Opportunity without having a pop up. This is so nice of CRM.

Polaris UI, CRM 2011 new UI

Microsoft has given the flexibility to go for it or continue with classic UI. This can be installed from Product Updates section under System Settings, once installed this can not be rolled back but user can inter change  between classic and updated form at any time while accessing the forms.

Here is the video from Microsoft on Polaris/December 2012 Service Update

Get away from “Error – Subreport could not be shown”

October 10, 2012 Leave a comment

As part of development we used to restore CRM organization many times. Recently we found that the out of the box reports are giving problems which have sub reports.

When we try to open a report it is giving “Error – Subreport could not be shown” whereever there is reference to sub report.

Problem here is the relation between parent report and sub report got disturbed and CRM doesnot able to link these two reports.

Resolution (atlease in my case):

  • From Reports section select the sub report and click on edit
  • Remove the value in Parent Report look up field
  • Map Parent Report again

This would solve the problem. But in some cases we may need to re-publish the reports. Below steps will help us in publishing the reports again

  • Open command prompt on CRM application server
  • Go to Microsoft Dynamics CRM\Tools folder
  • PublishReports.exe NameOfYourOrg
  • Ex: C:\Program Files\Microsoft Dynamics CRM\Tools\PublishReports.exe mytestcrm

Hope this helps 🙂

CRM like scroll bars in HTML web resource or custom page

August 6, 2012 1 comment

When we show HTML web resource or custom aspx pages as part of CRM we may need to show the same styles for the custom pages. Here is the style script to show CRM like scroll bars as part of HTML web resource or aspx pages


<STYLE type="text/css">
    .TA {
scrollbar-base-color: #E9EDF1;
scrollbar-arrow-color: #3b3b3b;
scrollbar-3dlight-color: #A5ACB5;
scrollbar-darkshadow-color: #A5ACB5;
scrollbar-face-color: #E9EDF1;
scrollbar-highlight-color: #E9EDF1;
scrollbar-shadow-color: #E9EDF1;
scrollbar-track-color: # E3E8ED;
}

}  </STYLE>
<body class='TA'>

</body>

Hope this helps 🙂

Signature in Emails using Personal Email Templates

Just like in Outlook users are interested in using Signature facility when creating the Emails in CRM. To get this we can make use of Personal Email templates available.

Personal Email templates will be available for all the users and the one which is created by one user can not be accessed by others unless it is marked for Organization level access.

Here is the way,

  • Go to File–>Options–>Email Templates
  • Select New
  • Select Global as Template Type in the pop up
  • Enter Title as <<User Name Signature>>
  • Enter Subject, As this is a required field we need to give some value here. But When you use the template you can select Not to override the existing subject line
  • Have your signature as part of Body
  • Save and Close

Use Signature Email Tempalte

  • Create an Email activity
  • You can click on Insert template and select the template created above
  • If you first enter the email details like Subject and Body, System will give a confirm box to replace the subject line with the templates subject. Here you can select Cancel to continue with the existing subject line

Hope this small tip helps somebody 🙂

Default Calendar View in CRM 2011

Default Calendar view for all users is set to show Day. But users can change this view to show Week or Month from Personal Options window.

Default view

 

Change settings in Personal Options. File->Options->Activities Tab->Default Calendar View

 

Month View

 

Hope this helps

What’s the problem with ThisWeek in advanced find

April 6, 2012 3 comments

Normally we consider week from monday to sunday but when we set “ThisWeek” criteria in advanced find CRM is taking sunday to Saturday.

To change this and set monday to sunday as criteria we can use system settings.

Go to settings->system settings switch to format tab click on customize change start day to monday

Hope this helps 🙂

CRM 2011 Duplicate Detection

We faced many issues with the duplicate detection process in CRM 4.0 where CRM had an async job with a time gap to create the duplicate detecion match codes. Problem for us with 4.0 was, system was not able to find the duplicates when we import Leads just because of asynchronous generation of match codes. At that time we had a plugin to check the duplicates synchronously, still some times two plugins fire at same time and in the end we get the duplicates.

Now CRM 2011 supports duplicate detection process in a synchronous way unlike in 4.0.  This means that MatchCode generation is always done synchronously.

By setting SuppressDuplicateDetection attribute to false we can check the duplicates when we are creating or updating records from crm service requests.

Now we can compare different entities data also. These are going to be helpful in many scenarios.

References:

http://gonzaloruizcrm.blogspot.in/2012/02/duplicate-detection-in-crm-2011.html

http://xrm2011.wordpress.com/2011/08/07/crm-2011-and-duplicate-detection/