Microsoft Dynamics 365 CRM, Customer Engagement, Sales, Customer Care and Marketing
We implemented a workflow that was frequently failing with a message stating "the text entered exceeds the maximum length." Fortunately, the fix was fairly easy.
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We seem to regulary run into clients who like the idea of converting a Lead into an Account, Contact and Opportunity - but they would also like to be able to convert backwards into a Lead again.
Why? Well, maybe someone in the Lead Management group qualified the lead, but when they passed it along to Sales, they could not longer get in touch with the lead. The options are: (1) make Sales work it until they can get back in touch, (2) train Lead Management to work with Accounts, Contacts and Opportunties, (3) forget about it (which most of them do), or (4) re-create the entire record as a Lead again.
But now there is another alternative (read the full story for the rest)...
After a recent migration, we had a number of duplicate account records in CRM. We were loading hundreds of thousands of records for performance testing, and then we wanted to continue to use the same database for integration development, so we wanted to clean up the data and get rid of duplicates to minimize errors with the integration. You can use the built-in Duplicate Detection to identify duplicate records, but this doesn't help you get rid of them - you would still have to manually merge or ...
Even though I've written before about the concept of Subjects in CRM, it can sometimes be difficult for me to get my head around the best way to create a Subject tree for a given implementation. Subject trees help to categorize cases, knowledgebase articles and sales literature in CRM, so you want them to be relevant.
Most organizations with CRM will eventually want to have some kind of dashboards to help their employees focus on the KPIs and CRM lists that are important to them. Creating the dashboards themselves is outside the scope of this article, but there are a variety of ways to build them, from the popular SharePoint dashboards with PerformancePoint analytics, to custom webpages with embedded gauges and reports.
The result should look like this:
3) Now add two custom entities. I've added one c ...
The other day, a collegue brought to my attention that simply having Quick Tabs set in IE7 might cause CRM to hang.
Although I have not experienced this, I thought it would be helpful to others to get this out on our blog. You may be chasing the wrong rabbit trail -- as through debugging, you might be zeroing in on some jscript that might be triggering the problem; a plug in or something else totally unrelated.
If you're not sure if you have Quick Tabs set, your IE tabs will look like th ...
In MS CRM 4.0 any field changes made that are enabled will be save. Lets say on the Account form you have a picklist that will display the following in an IFrame.
Map to Account Address
Primary Contact Information
Page to ERP showing Credit Stats.
When you change the CRM picklist controlling the IFrame CRM will change to IsDirty (asking you to save or not on exit). You really probably don't want to allow of force the user to save every time they lo ...
Back in 2007 I developed a solution to show Windows Explorer directories and folders inside an iframe on a CRM form. I blogged about it for the Microsoft CRM Team blog on MSDN. Filebrowser allows users to directly access files and folders in a shared directory from within CRM records. The files and folders are stored on a UNC share on your server, so they’re also accessible to non-CRM users. In addition, Filebrowser incorporated some client-side script to create and display context-sensitive fol ...
Did your company just recently start using Microsoft CRM? Is your boss hounding you everyday to enter your activities, leads, contacts, etc... Did you attend training only to feel lost when you logged in to actually use it?
You may just need something to reference for the basics in Microsoft CRM... There are several "How-To's" covered on our Microsoft CRM Fundamentals tip sheet.
We use queues in Microsoft CRM 4.0 to receive email for various sales and customer service functions. I recently set up a new queue and, when I tested it, I found that it was not receiving email at all. This led me to test our other queues, and, much to my chagrin, I realized they were not receiving email either!
As it turns out, there were two things that threw a wrench in our queues. Each of them alone would have caused the queues to break.
1) We recently set up a new SSL certificate f ...
Users of CRM tools are consistently asking for the same thing: “Make me more efficient in managing my sales, marketing or customer service responsibilities.” Tools like card scanners, than can quickly scan a business card into CRM, or “parsers” that can grab a name and address from an email or website and instantly transfer it into CRM are great examples of efficiency boosting applications.
But do they live up to their promise?
I recently purchased two tools to take care of these tasks. Let’s walk through each of them in turn.
In MS CRM 4.0 have you ever wanted to rename or remove Left Nav links on an entity only to find the OnLoad script fails when trying to use the preview function on the form designer?
In many CRM installs companies prefer to not use the Microsoft CRM product catalog so that Write-In Products is really the list of products (on a Quote for example) and Existing Products never has anything listed under it. Thus they would prefer to eliminate the Existing Products link ...
Simon Hutson has a great blog post where he's compiled a lot of the publicly available information about what Microsoft is cooking up for the next version of CRM, creatively code-named "CRM 5." Lots of exciting stuff for us CRM geeks!
In MSCRM 3.0 to hide system view just took a simple trick to the system. In MSCRM 4.0 Microsoft removed the work around now not letting you get rid of unused or unwanted system views. Doing some searches I found 2 different System View Hiding Plugins but I did not Like having to recompile or edit XML outside of CRM to get rid of the View.
You might come across some emails in Outlook that are being tracked, but you never tracked them going out, and they don’t have a tracking token (if your CRM instance is set up to use a tracking token).
Is CRM randomly tracking emails it thinks are important? Of course not, CRM is actually behaving, as you, or someone else, has told it to behave.
I emphasize “someone else”, as most likely you copied your outbound email to another CRM user in your company that has their Email settings set to Track ...
It is true, a completed task cannot be modified with workflow. For some custom billing functionality, we needed to modify an attribute on a task, after it had been completed. Although I knew workflow could not modify it, I thought I had read where a plug in can handle this with no problem. Well, no, a plug in cannot modify a completed task either. What were we to do?
A coworker, who can’t stand to be told “it cannot be done”, found a solution for us… usin ...
We've had to do research into quoting tools for a number of clients and prospects recently. Unfortunately, there doesn't seem to be a single site that has done a good job of listing out the options for Microsoft Dynamics CRM 4.0 when it comes to tools that assist with quoting, bundling, kitting and/or configurating. Here are some quick results from our research that I hope you will find helpful.
At times it is helpful to change the document title of a form. In case you aren't familiar with the term, the document title refers to the text that appears at the top of the tab or window (depending on your Internet Explorer preferences) of a form in MS CRM.
At the Worldwide Partner Conference (WWPC) in Houston last week, Microsoft announced the rollout of a bunch of Solution Accelerators for Microsoft Dynamics CRM 4.0. These will be great tools to significantly improve CRM functionality. Best of all, the accelerators are "free" (see caveaut below).
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There are times where it is helpful to test your CRM changes logged in as a different user. This will allow you to see everything that this user would experience.
Of course you can physically log on to the users machine, but a better way is to run a simple batch script that will start the CRM web client and prompt you for the users password.
The contents of the .bat script would look like:
runas /user:LITWAREINC\PaulW "C:\Program Files\Internet Explorer\iexplore
When working with Contact records in Microsoft Dynamics CRM, you might find it frustrating if someone asks you to send them the address of a particular contact. You either have to re-type it or copy it line by line. To save yourself the headache, use the ISVConfig customizations in CRM 3.0 or CRM 4.0 to add a button to the Contact form that lets you copy the address to the clipboard. The example in this entry illustrates how to do this for the Contact.
Microsoft Dynamics CRM 4.0 has built-in duplicate detection which is great, but in 3.0, which many businesses are still using, the only options for duplicate detection were some third-party applications or a a custom-developed one like the minimally functional example in the 3.0 SDK.
BEST PRACTICES NOTE: Duplicate detection should be only one of the tools in you data quality arsenal. The best approach is to have some solid practices that govern data entry, ...
Traditional CRM needs to evolve to keep pace with customers who are accustomed to two-sided relationships, a la Web 2.0 social media/communities.
I posted previously about my experiences upgrading CRM 3.0 SBE (the Small Business Server edition) to CRM 4.0 Professional. One major area I wanted to address also was the upgrade of the Outlook client. We've dealt with a lot of upgrades of the laptop, or offline, client, and run into some issues.
Basically, you want to uninstall the 3.0 client and then do a clean install of the 4.0 client. Of course, you need to be logged in as the user who will be using Outlook/CRM, and have local admin right ...
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