Monday, December 29, 2014

What Outlook features are unavailable in MS CRM 2011, 2013, 2015 for Outlook?


Microsoft Dynamics CRM uses standard Internet Explorer controls, so some Outlook features are unavailable in CRM for Outlook. Use the workarounds in the following table for features that aren’t available.

 

Feature
Workaround
Email signatures
Use a global email template or use native email signatures in Outlook.
Full-text editing features
Use standard editing controls. For example, press Enter for double-spaced lines and Shift+Enter for single-spaced lines.
Attach files during creation
Save an email activity before attaching files.
Move records by dragging and dropping.
There’s no workaround for dragging and dropping records. Dragging and dropping records causes data loss.
Reminders
After synchronization with Outlook, 15-minute reminders are created for appointments and service activities created in the Microsoft Dynamics CRM folders or in the web application.
Microsoft Dynamics CRM Service calendar
The CRM Service calendar isn’t available by default, but you can ask your system administrator to add it.

Regards,
Yes.Sudhanshu

What CRM for Outlook offers rather than the browser functionalities?


When you use CRM for Outlook, you can access all the CRM core functionality directly from Outlook. CRM for Outlook also provides extra functionality that isn’t available in the web client. For example, you can:
·              Track Outlook email, appointments, contacts, and tasks. When you track a record in CRM for Outlook, a copy of that record is “pushed” to CRM and the two records are synchronized. After a record is tracked, you can update it in CRM for Outlook or in CRM. Tracking provides a great way to keep your personal information separate from your business information, because only the information you manually track is pushed to CRM. CRM for Outlook also automatically synchronizes records you own from CRM to CRM for Outlook.
·      Apply CRM email templates, or attach sales literature and Knowledge Base articles from CRM when you are sending an Outlook email message to customers.
·      Take advantage of native Outlook functionality to customize views of CRM data. For example, you can sort, filter, format, group, and categorize views the same way you manage views in Outlook, and you can open multiple views at once. You can also add conditional formatting and set follow-ups.
·              Access your CRM data on the go by working in offline mode. CRM for Outlook provides offline synchronization filters that you can modify before you go offline so you take just the data you need with you. When you’re offline, changes are stored to your local drive. When you go back online, CRM for Outlook automatically synchronizes the data again with the CRM server.
·              Create Microsoft Word mail-merge documents to send form letters or form email messages to contacts, accounts, or marketing mailing lists. You can also use mail merge to create faxes and quotes. 


Ribbon

You access commands in CRM for Outlook through the ribbon. The ribbon displays different buttons and features depending on context. For example, if you view a list of opportunities, the ribbon displays buttons that apply to opportunities. For appointments, contacts, and tasks, you’ll see a special CRM section on the ribbon.



Lists, views, and the reading pane

When you use the navigation pane to open a folder for a type of record (Accounts, for example), you’ll see a list of records. The list is determined by the view you’re in and any search criteria or filter you have applied.

When you choose a record in a list, the details for that record are displayed in the reading pane below the list. Data in the reading pane is read only—it’s a quick way to view the contents of a record. If you want to edit the data in CRM, just double-click the record in the list.


The Category is interesting.... click and try this

You can change the location of the reading pane or turn it off or on. You can also customize what you see in the reading pane
 

Regards,
Yes.Sudhanshu


 

What’s the difference between sign out and reconfigure in Tablets for MS CRM 2015 ?

Sign out
Signing out deletes data and authentication tokens from the cache, and it also deletes cookies on iPad and Android tablets. Signing out does not delete metadata. This means that if a user signs in again after signing out, a metadata sync is not required before using the application again, which can save a few minutes when you sign in.

Caution
CRM for tablets makes a best effort to delete data and authentication tokens from the cache; it is not guaranteed that this will occur in every situation.

Reconfigure
Reconfiguring deletes all data and metadata from the cache.
If you sign out from one organization and sign in to another, and use the Reconfigure option on the second one, your metadata will still remain for the first organization. If you want to remove your metadata from the first one, you’ll need to sign in to it and use the Reconfigure option there, as well.

Caution
CRM for tablets makes a best effort to delete data and metadata from the cache; it is not guaranteed that this will occur in every situation.

Note about pinned tiles
If you’re using a Windows 8 or Windows 8.1 tablet and had pinned tiles to your Start screen, those tiles will remain whether you use the Sign Out or Reconfigure option. These tiles will only work for users who have access to that record or view, however. For example, if you sign in as user1 from org1 and pinned a tile to Start, someone who signs in as user2 from org2 and taps that tile will receive an error message saying the record isn’t available.

Regards,
Yes.Sudhanshu

MS CRM 2013 and 2015 Mobile Apps for iOS, Android and Windows and Tablets

Here are the links for the mobile apps for iOS, Android and Windows.

Mobile App
Phone
Mobile App link
Windows Phone (Windows)
Apple iPhone (iOS)
Android phone (Android)

Tablet Apps

App
App link
Microsoft Dynamics CRM for Windows 8.1
Microsoft Dynamics CRM for Windows 8
Microsoft Dynamics CRM for iPad
Microsoft Dynamics CRM for Android


Regards,
Yes.Sudhanshu

Sunday, December 28, 2014

Synchronising attachments from CRM field to Outlook or Exchaneg field in MS CRM 2015

Hi All,

there is an option in MS CRM 2015 to synch the data between MS CRM to Outlook or Exchange.

if you go to Dynamics CRM -> Administration -> System Settings -> Synchronizations Tab -> Synchronized Fields Link, you will see the Attachment is not enabled, its crosses as below.
to enable this follow the below and check the "Synchronize appointment attachments with Outlook or exchange.
then the above will be enabled as below.
useful?
 
Regards,
yes.sudhanshu

Wednesday, December 17, 2014

Your subscription has the maximum amount of staorage available. For additional storage, please contact our sales organization at ....

I got the below pop-up with a message "Your subscription has the maximum amount of storage available. For additional storage, please contact our sales organization at ...." , while using MS CRM.

my MS CRM was OnPremise.

the issue is related to the storage space of the DB and in my case the hard Disc as shortage of space where the MDF and LDF were stored.

in general this is a message for the Online CRM , as for extra storage we have to subscribe, however the same message also for on-premise. not bad..

hope this will help anyone.

Regards,
Yes.Sudhanshu

Navigating to respective form dynamically in MultiFrom in MS CRM 2011 , MS CRM 2013

Hi All,

if we have multiple forms in an entity and we need to load the respective form to the user on basis of some flags in the , definitely can do as follows....
my scenario I am giving here is, suppose I have 3 forms (I am doing on case form) and the field I am taking is Case Origin (values are Phone, Email and Web)
1. Information ( if case origin is Web)
2. Phone Call (if case origin is Phone)
3. Email (if case origin is Email)

here is the code, just use this on load of each forms, I repeat it , use this on load of each 3 forms....
(WHY? cause each form has its own form properties and onLoad event to trigger).
let me give some back ground of the methods used here....
formSelector : used to get the list forms that are in the entity (only if more than 1)
getCurrentItem() : returns the current form rendered to the user (this is most important)
navigate() : it will help(force) to navigate to the form that's selecting

function _onLoad(){
if(Xrm.Page.ui.getFormType() == "2") //doing only on update mode, so only will get the Case Origin
{
                var caseOrigin = Xrm.Page.getAttribute('caseorigincode').getValue();
                var items = Xrm.Page.ui.formSelector.items.get();
                var currentItem = Xrm.Page.ui.formSelector.getCurrentItem();
                for (var it in items) //iterate all the items means forms
                {
                                 var form= items[it];
                                 var formLabel = form.getLabel(); //get the form label like Email, Phone Call
                                //Check condition Label from Form and the corresponding Case Origin and mainly if its not the Current Selected Form
                                 if (formLabel == "Phone Call" && caseOrigin == "1" && currentItem.getLabel() != "Phone Call")
                                 {
                                                 form.navigate(); //now in this case just navigate
 
                                 }
                                 else if (formLabel == "Email" && caseOrigin == "2" && currentItem.getLabel() != "Email")
                                 {
                                                 form.navigate();
                                 }
                                 else if (formLabel == "Information" && caseOrigin == "3" && currentItem.getLabel() != "Information")
                                 {
                                                 form.navigate();
                                 }
                }
 }
}

 you will get a flickering on the form, as it will reload again and we are navigating it to respective form. means if your default form or earlier the user was in Information form and now the case origin is Phone. so 1st OTB the Information form will be loaded and as per the above JS, it will check that the Case Origin is Phone, so it will navigate to Phone Call form and it will load for the user.
wahhh....
Hope this will help a lot guys....
 
Regards,
Yes.Sudhanshu