Wednesday, January 21, 2015

Scope of the Business Rules in MS CRM 2015

the scope of the business rules can be set to either all(only to mobile or main not to quick create and other categories...) or any ONE, I repeat any ONE.
means if you have more than one main or mobile forms and you want few from them, you can not select the rules.
either it will be applied to all or any one from the main and mobile forms.
here is where you can select. this can be done once you save the Business rule.

Regards,
Yes.Sudhanshu

Tuesday, January 20, 2015

Business Process , Conditional Branches (new) in MS CRM 2015 , either AND or OR, no mix

as we know that there is a new thing in Business Process in MS CRM 2015.
that is, you can have conditional branches...
means either you can have AND or OR, but can not have AND + OR or OR + AND.
if you will try to do so a mix of both, then the system will make you fool to make to one category , like to AND or OR.
if you have few AND conditions and you are trying to add one OR, then the system will make all as OR. see the below screens...
1. all AND conditions and trying to add one OR condition
2. after adding all became OR conditions....
3. Same way if you have all OR conditions and trying to add one AND condition
4. after adding all became AND conditions...
 
this you need to be careful.
 
what I would like to raise, is atleast system should give a prompt/alert to the user that all conditions will be now AND or OR.
hope this will be useful.
 
Regards,
yes.sudhanshu
 

intersite messaging service has been stopped windows 2012 R2, So MS CRM 2015 was not working

Hi All,

while I was preparing a VPC for MS CRM 2015. I got all installed and it worked fine.
but strangely when I restart the next time, CRM did not listen me and wake up.
even anyone copied form me also faced the same issue.
finally I found that one service is not running and it is "intersite messaging service".
even I try to restart also it did not work.
no help on google :(

but finally I found that the N/W in my VPC was disabled.
just follow the below and enable the N/W and restart , then it should work .
1.Open the Network and Sharing Center

2.Click Change Adapter Setting

3.Right Click and Enable this





4.Then Restart the VPC and try


hope if anyone will face such issue, this will definitely help :P

regards,
Yes.Sudhanshu














































































Friday, January 16, 2015

User, Team, Security Role, Business Units etc in MS CRM 2015

Hi All,

please find the below to get the User, Team, Security Role, Business Units etc in MS CRM 2015.
now its no more under Settings -> Administrator.
its under Settings -> Security (still Settings -> Administrator is there).


Regards,
Yes.Sudhanshu

Friday, January 9, 2015

MS CRM 2015 new things

few of them were in MS CRM 2013 Spring release and so inherited and listed here....


Use queues to organize, prioritize, and monitor the progress of your work. In Microsoft Dynamics CRM, queues are containers to store anything that needs to be completed or requires an action. For example, completing a task or closing a case.

2.      Define status reason transitions for incident (case) management

Include a new capability to specify status reason transitions for the Case record type (entity) or custom record types.

If you’re in charge of incident management for an organization, it’s important to provide a simple model for customer service representatives responsible for entering and updating case status. In CRM, there are two fields that work together to provide information about case status: the Status field and the Status Reason field. The Status field for the Case record type has three possible values: Active, Resolved, or Canceled. The Status Reason field stores a reason for a specific status value. For example, for a case with an Active status, a status reason could be In Progress, On Hold, Waiting for Details, or Researching.

Big organizations often have a large number of combinations for the Status and Status Reason fields. This can make it difficult for customer service reps to choose the correct next status reason. You can define status reason transitions to add another level of filtering for what the status reason value can be changed to for each status reason. Limiting these values to just allowed status reasons can help customer service representatives make the right choices.


Quickly see the items assigned to you or that are available to work on by using queues in Microsoft Dynamics CRM. Think of them as to-do lists that help you organize your work.


Microsoft Dynamics CRM lets you create two types of SLAs: Standard and Enhanced. Enhanced SLAs have some additional capabilities that the standard SLAs don’t have. With an enhanced SLA, you can

·      Pause an SLA when the case is on hold, so that the time the case is on hold isn’t considered in SLA calculations.

·      Add success actions to an SLA. For example, you may want to send communication internally or outside your organization when the SLA has succeeded. Success actions are initiated only when the success condition is met on time, not when it is breached.

·              Track SLA statuses and times right on the case form by default. These details are tracked through the SLA KPI Instance record type.


Avoid having your service level agreements (SLAs) impacted when you’re service organization is closed by creating a holiday schedule and adding it to your service calendar.

For example, if your service organization has a SLA to reply to email cases within two business days, you can create a holiday schedule and add it to your service calendar. Then, if a customer submits an email case on that holiday, your SLA is clear and is not impacted by the holiday closure.


In Microsoft Dynamics CRM, you can track multiple issues for a customer, or track the same issue that's affecting multiple customers, using parent and child cases.

For example, you could track a case where work needs to be done by other departments.

The primary case or issue is called the parent case. Any related cases are called a child cases.  Before your service team can start using this feature, you'll need to go into the settings area and set up a few rules about how information will be inherited.


Eliminate redundancies between similar cases in Microsoft Dynamics CRM by merging them into one case. When a customer opens multiple cases about the same issue (through different support channels) or when multiple customers from the same account call in about the same issue, you can merge those cases into one case so everything’s visible in one place.

For example, when a customer or multiple customers from the same account submit a case on the web and also call in about the same issue, you can merge the cases into one case instead of keeping track of multiple cases.

When a case is merged, the state of the case is changed to canceled and the status is changed to merged. This is because it is merged into another case and all of the open case activities, emails, and attachments are now associated with the case it was merged into. By default you can merge up to 10 cases at a time.

A few things to remember when you merge cases with parent and child relationships:

·      When you merge a case that has child cases, then those child cases become child cases of the parent case they were merged into.

·      You can only merge a child case into another child case if both of the child cases have the same parent case.


You can manage multiple cases more efficiently if you use parent and child cases in Microsoft Dynamics CRM. When you need to track a case where work needs to be done by other departments or when you need to track the same issue for multiple customers, you can open a primary case called the parent case, and then create secondary cases called child cases.

For example, if you get a service request to install new electrical and gas connections, this requires work to be done separately by the gas and electric department. In this situation, you can open two child cases, one for the gas and the other for the electric department. The original case is marked as the parent case. Once the child cases are resolved, you can then close the parent case.

Similarly, you can create parent and child cases when multiple customers call in about the same issue, for example, a network outage. Instead of creating a new case for each customer, you can create a parent case to track the main network outage with the Network Operations team, and then create child cases when customers call in about the issue.

Note, a child case can’t have a child case.

9.      Find what's assigned to you in a queue

Quickly see the items assigned to you or that are available to work on by using queues in Microsoft Dynamics CRM. Think of them as to-do lists that help you organize your work.


Give your customer service agents immediate access to business critical information so they can quickly engage with customers and address queries and issues using Unified Service Desk (USD) for Microsoft Dynamics CRM.  USD gives you a configurable framework for quickly building applications for call centers so that agents can get a unified view of the customer data stored in CRM. You can aggregate customer information from different areas in CRM into one integrated desktop that provides a 360° view of the customer interactions.


To create a calculated field you must have the Write privilege on the Field Security Profile entity. If the calculated field uses secured fields in a calculation, you should consider securing the calculated field to prevent users from attempting to access data they don’t have permissions for. If you create a calculated field that uses secured fields in a calculation, the calculated field editor gives you a warning and suggests that you secure the field. More information:


If you have customized Microsoft Dynamics CRM extensively, you may want to replace the default Help system provided with CRM to make it more relevant for your users. You can provide a single global Help URL for all customizable record types (useful if you’re using mostly custom entities) or you can provide custom URLs for Help links on grids and forms for specific record types (useful if you’re using mostly out-of-the box record types but you have heavily customized a few record types). If you’re a developer, you may also want to include additional parameters in the URL, such as language code and entity name, to make your Help more dynamic.


While on the go, you can use Microsoft Dynamics CRM 2015 on your mobile device with the Microsoft Dynamics CRM for tablets app. Before you can use the app, you need to check to make sure your CRM 2015 admin has set up CRM for tablets for you. Your admin might have provided you with instructions on how to install the app, but if not, you can use these instructions to download the app from your tablet’s app store.

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

14. CRM for phones app

While on the go, you can use Microsoft Dynamics CRM 2013 on your mobile phone with the CRM for phones app.

Before you can use the app, you need to check to make sure your CRM 2013 admin has set up CRM for phones for you. Your admin might have provided you with instructions on how to install and start the app, but if not, you can use these instructions.

Phone
App link
Windows Phone
Apple iPhone
Android phone


If you’re a system administrator, you can control synchronization of appointments, contacts, and tasks fields between Microsoft Dynamics CRM and Outlook (using CRM for Outlook) or Exchange (using server-side synchronization). You can:

·      View and modify the fields that are synchronized between CRM and Outlook or Exchange.

·      Control whether a specific pair of fields is synchronized:

·      In one direction - from Outlook or Exchange to CRM or from CRM to Outlook or Exchange

·      In both directions - from Outlook or Exchange to CRM and from CRM to Outlook or Exchange

You can also disable field synchronization between a pair of fields.


Use the settings on this page to determine how data is synchronized between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook. For example, you can control synchronization between pairs of fields or enable or disable synchronization of additional mailing addresses, assigned tasks, or appointment attachments.


To find your records quickly in Microsoft Dynamics CRM, you can search across multiple record types all at the same time. Limitation is now max 10 entities.

There are two ways to search:

·      Begins with - results include records that begin with a specific word. For example, if you want to search for “Alpine Ski House”, type alp in the search box; if you type ski, the record won’t show up.

·      Wildcard - for example: *ski or *ski* 


“Rollup fields” show calculations based on how records are related in a hierarchy. Rollup fields can help you answer these types of questions:

·      How many sub-accounts are there under one big account?

·      How much annual revenue is there for all the sub-accounts under an account hierarchy?

·      How many opportunities or leads is your team working for a big account, and what is the net open revenue for all the related accounts in the hierarchy?

·      How much time have we spent working a big account and all its sub-accounts?

With Microsoft Dynamics CRM, you can set up rollup fields to perform calculations across related records without writing code or involving a developer.


“Calculated fields” allow you to build formulas and set conditions that allow you to perform calculations across one or more fields. For example, you can use calculated fields to determine things like:

·      Total net worth of an account by subtracting liabilities from assets

·      Estimated revenue for an opportunity multiplied by the probability of closing the deal

·      The quality of leads based on revenue and type of license (for example, whether a lead is hot, warm, or cold)

With Microsoft Dynamics CRM, you can set up calculations across multiple records without writing code or involving a developer.


You can see how info is related or grouped by viewing accounts, products, or users in hierarchical charts. You can click a tile in the chart to get the full details and then navigate to the info you’re interested in.

For example, from the hierarchical charts view for accounts, you can:

·      See how an account is doing in overall revenue

·      Drill into tiles for accounts to see where the deals are coming from and how revenue is distributed across sub-accounts

·      Find out who is working an account and enlist help from others by sending email or sharing the account with other salespeople right from within the chart view

·      View important details about each account, such as credit limit and latest activity posts for the account

21. Create queue and route cases

You can create queues to sort incoming cases according to subject-matter expertise or product or services to ensure that a customer service representative (CSR) with the right experience gets each case. Use routing rules to automatically route cases that match certain criteria to queues. You can also route individual cases manually.

22. Automatically create cases from email or social records

You can save your CSRs from having to manually create cases that come in from email or social records by setting up Microsoft Dynamics CRM to automatically create cases from multiple channels. You can create automatic case creation rules that convert incoming email or social posts targeted to specific queues. For cases that are created from email messages, you can also choose to send a response to the customer with case details by using a default template.

23. Define service terms through entitlements

Quickly determine what kind of support a customer is eligible for by defining and associating entitlements with customers. When a customer gets in touch with the support team, this information helps CSRs determine if the customer is eligible for support and whether a case should be created for the customer. You can create an entitlement based on the product that the customer has purchased. You can also have multiple entitlements for a customer.


Use routing rules in Microsoft Dynamics CRM to automatically route the cases to the right people on right time without any manual intervention. You can also use routing rules to route cases that are escalated to specific queues.

 


Regards,
Yes.Sudhanshu
 

Thursday, January 1, 2015

CreateOrganizationService method for MS CRM 2011, 2013, 2015

CreateOrganizationService method an IOrganizationService instance for the organization that the specified user is a member of.
it takes one parameter as the userId and the details of the parameter and value are as below...
1. if we pass a null value, then it will consider as the System User.
 Ex: CreateOrganizationService(null)
2. if we pass an empty GUID, then this will consider the current user's GUID
Ex: CreateOrganizationService(Guid.Empty)
Many developers, donot use this trick, they try to get the GUID and then pass here as below.
CreateOrganizationService(context.UserId)
3. for specific user, pass the guid of that user
CreateOrganizationService(new Guid("xxxxx.xxxxx.xxxx"));

regards,
Yes.Sudhanshu
 

Deleting records that have been tracked with CRM for Outlook Client for MS CRM 2011, 2013, 2015

You can use Microsoft Dynamics CRM for Outlook to track email messages, contacts, tasks, and appointments. When you track an item, a copy of that record is saved as an activity in Microsoft Dynamics CRM and synchronized with the Outlook record.


The following rules apply whether you synchronize records with CRM for Outlook or server-side synchronization.

Email messages
·      Deleting a tracked email message in Outlook does not delete the email message from Microsoft Dynamics CRM.
·      Deleting an email message in Microsoft Dynamics CRM does not delete the tracked message from Outlook.
·      If you stop tracking an email message in Outlook, CRM for Outlook asks whether you want to delete the email message in Microsoft Dynamics CRM, as side snap.

Appointments
Deleting a tracked appointment in Outlook deletes the appointment in Microsoft Dynamics CRM. Deleting a tracked appointment in Microsoft Dynamics CRM deletes the appointment in Outlook if the following is true:
·      The appointment is current.
·      You are the owner or organizer of the appointment record.
If you stop tracking an appointment, CRM for Outlook asks whether you want to delete the appointment from Microsoft Dynamics CRM. The appointment record is deleted in Microsoft Dynamics CRM if the following is true:
·      The appointment is current.
·      You are the owner of the appointment record.

Contacts
·      Deleting a tracked contact in Outlook does not delete the contact record from Microsoft Dynamics CRM.
·      If you are not the owner of the contact record, deleting a contact from Microsoft Dynamics CRM deletes the tracked contact from Outlook.
·      If you are the owner of the contact record, deleting a contact from Microsoft Dynamics CRM does not delete the contact from Outlook.
·      If you are the owner of the contact record, and you stop tracking the contact, CRM for Outlook asks whether you want to delete the contact record from Microsoft Dynamics CRM.
·      If you are not the owner of the contact record and you stop tracking the contact, Microsoft Dynamics CRM deletes the contact record.

Tasks
·      Deleting a tracked task in Outlook deletes the task activity record in Microsoft Dynamics CRM.
·      Deleting the task activity record in Microsoft Dynamics CRM deletes the task in Outlook if the task is current.
·              If you stop tracking the task, CRM for Outlook asks whether you want to delete the task in Microsoft Dynamics CRM.

Regards,
Yes.Sudhanshu

Use a wizard to add and track multiple Outlook contacts in CRM for Outlook MS CRM 2011, 2013, 2015


You can track your Outlook contacts in CRM for Outlook. When you track a contact, a copy of that contact’s record is saved in CRM for Outlook and synchronized with the Outlook record. After your contacts are tracked, you’ll see the email, tasks, and appointments associated with any Microsoft Dynamics CRM contact or account. If you sync Outlook on your mobile device, you can also access your contact records on that device.

Tracking contacts in CRM for Outlook is a manual process. You can track up to 20 contacts at one time by choosing the Track button or the Set Parent button in CRM for Outlook. If you want to add more than 20 contacts at one time, or if you want to add all your Outlook contacts to CRM, you can use the Add Contacts wizard. The wizard can also help you set a number of options. For example, you can specify whther future communications with the tracked contacts should be synchronized with CRM for Outlook.

Important
To track contacts in CRM for Outlook, your Outlook email address must match your CRM email address. You can’t synchronize to or from multiple email addresses.

Step 1: Get ready
Before you add your Outlook contacts:
·      For best results, make sure your Outlook contact data is as complete and accurate as possible. Fill in any missing info and verify that people’s names are spelled correctly.
·      Because you will have the opportunity to “map” the company names in your Outlook contact list to an account name in Microsoft Dynamics CRM, make sure the accounts have the same spelling in both applications.
Step 1: Run the Wizard
1. Click or tap File > CRM > Import Contacts > Add Contacts as side snap
2. Click or tap Next.
3. Confirm the folder where your Outlook contacts are stored, and then click or tap Next.

Note
·      The wizard determines the folder, usually called Contacts. You can select or clear subfolders in the Contacts folder.
·      If you allow someone else to manage your email (called a “delegate”), you can’t add contacts from that person’s contacts folder.
4.    Select how to group your contacts. The groups are:
·      Company Name. Group the contacts by the matching account name in Microsoft Dynamics CRM. The wizard lists the number of contacts associated with each account. Click or tap the link to verify the list of names for each account.
·      Email Domain. Group the contacts by email domain. The email domain is the part of the address after the @ symbol. For example, in the email address someone@contoso.com, "contoso.com" is the domain. Click or tap the link to verify the list of names in each domain.
·      Categories. Group the contacts by the category you use to organize contacts in Outlook, if applicable. Click or tap the link to verify the list of names for each category.

If you don’t want to add all the groups, clear the check boxes to the left of any groups you don’t want.

Note
The Number of Contacts column displays a color to indicate how many of the contacts are already linked to Microsoft Dynamics CRM:
Green. All of the contacts are already in Microsoft Dynamics CRM.
Yellow. More than 50% of the contacts are already in Microsoft Dynamics CRM.
Red. At least one contact is already in Microsoft Dynamics CRM.

Tip
You may find that the groupings have many variations if the company names don’t match exactly. If so, it may be best to cancel the wizard, correct the company names in Outlook, and then run the wizard again.
5.    Verify that Use Company Name to be the Account is selected (recommended). Otherwise, if you want to associate an account name with each contact later in Microsoft Dynamics CRM, clear this check box.
6.    Select Track all communications for added contacts to track the messages, appointments, and tasks associated with these Outlook contacts in Microsoft Dynamics CRM.
7.    To manually select the accounts to associate the contacts with, click or tap Advanced. In the Set Account column, click or tap the row for the contact. From the drop-down list, select one of the following: (as in the side snap)
·      Leave the field blank (Not Set) to associate the contacts with an account later in Microsoft Dynamics CRM.
·      Select Use Company Name to associate the contacts with a Microsoft Dynamics CRM account using the company name.
·      Select Pick Existing Account, select an account or contact, and then click or tap OK.
8.    In the Include Communication column, clear the check box for any grouping for which you don’t want to track email messages, appointments, or tasks in Microsoft Dynamics CRM.
9.    Click or tap Add Contacts.
10.        Review the Summary page and view any errors, if applicable. Then choose Close.

Regards,
Yes.Sudhanshu