Sunday, 4 June 2017

Workflow must be in Published State


Suddenly, today our CRM instance starts showing below error on save of Lead record. We are pretty sure that there is no new changes on the Lead entity.

"Workflow must be in Published State"

After some analysis, checked the workflow error and it says some issue with SLA. We have a SLA on the Lead, I have de-activated and activated the same and able to save the record.

[Microsoft.Crm.Service.GlobalSlaPlugin: Microsoft.Crm.Service.GlobalSlaPlugin.SlaPostCreatePlugin]
[554f5c53-1941-e711-8129-c4346bad9624: ObjectModel Implementation]

Fix - De-activating and Activating the SLA configured on the repective entity fixes the issue.

Hope this helps.

Happy CRM'ing


Thursday, 20 April 2017

Organization Insights in Dynamics 365

Organization Insights for Dynamics 365 (online) provides important adoption and use metrics for your Dynamics 365 organization, and tools to help you stay ahead of performance and support issues.

Administrator can easily measure and identify the following things.

  • surfaced include charts that can measure and identify:
  • Active and Inactive users
  • Entities by number of records and storage usage
  • Storage by CRM Instance
  • Workflows that consistently fail, resulting in poor data quality and unexpected results
  • Plugins that may not be working as expected

By default the Organization Insight dashboards are only available to System Administrators and Customizers, but security roles can be updated to give ither users access.

Install and view the Organization Insights solution

If you are using a trial version of Dynamics 365 (online), you can install the new Organization Insights from AppSource

  • In Dynamics 365, from the main menu, click Settings > Dynamics Marketplace.
  • In the search box, type "organization insights".
  • When you see the Organization Insights app, click Try, and then Continue.
  • In the Add the application to Dynamics 365 dialog box, choose your organization.
  • Proceed through the terms of service and click Agree.
  • To verify that the solution is installed, go to Settings > Solutions. You will see Organization Insights in the list of solutions. (While the solution is installing, the status of the solution changes to "Installation pending". When it's installed and ready to use, the status will change to "Installed".)
  • To view the new Organization Insights dashboard, go to Settings > Organization Insights.
For more information, refter this Technet Article.

Hope this helps.

Happy CRM'ing

Monday, 10 April 2017

Stop Pop up for “”

In Dynamics 365, there is a pop up coming so often with the following URL.

And it comes for every few minutes and was really not able to work. After some searc came to know that the pop up was related to the Learning Path functionality. 

To resolve the pop-up, you will have open CRM Online and on the Options, select "Opt out of Learning Path".

Hope this helps.

Happy CRM'ing

Sunday, 2 April 2017

Minimum Privileges required to Login Microsoft Dynamics 365/CRM


We are working with the Security roles recently. Normally we copy the existing security roles and create a new ones and add the required privileges for the same.

There might a scenario where we have a create a new security role with bare minimum privileges which user can login with them.

Here are those basic privileges that grants user to access Dynamics 365/CRM.

Business Management Tab
Read Organization Level
Read Business Unit Level
Read Organizational Level
Append Organizational Level
AppendTo Organizational Level
Core Records
Create Organization Level
Read Organization Level
Append Organizational Level
Append To Organizational Level
User Entity UI Settings
Create User Level
Read User Level

Now navigate to Customization Tab and grant the privileges as per the below screen shot.

Hope this helps.

Happy CRM'ing

Wednesday, 29 March 2017

Identify Users with No Valid CRM Security Role


The tedious work we do when a Dynamics CRM Implementation goes live is getting the users on board with CRM. For this, CRM Admins must ensure that all users must have a security role to log in without any issue.  When we have hundreds of users and there is a possibility that some users may get missed.

To identify the users with no security roles, CRM has a view i.e Users with no asassigned security role. This view gives the users who have a valid license but do not any security role.

Hope this helps.
Happy CRM'ing

Monday, 6 March 2017

Rollup view for activities with Dynamics CRM/365

In Dynamics 365, a new feature "Rollup View" relation behavior has been introduced. Before going in detail of this, let's understand Related Regarding Records view.

Related Regarding View - This is a special filter which automatically did a rollup of all activities associated with account/contact. It shows the activities from below conditions.

Activity associated with a child account or contact of the selected record.
Child Account or contact in the To/From (Activity party) of the activity.
Activity has the regarding set to an Opportunity, Quote, Order, Invoice, Case and Contract, a limited list of OOB entities.

If you created a custom entity that was parented by the Account or Contact and had activities created against this custom entity, they would not be displayed on the Account or Contact activities view even with the Related Regarding filter enabled.

This problem is solved by "Rollup view" feature in Dynamics 365. With this setting, we can now see the activities related to custom entities roll up to the account/contact. This is enabled only for Account and Contacts for now.

Here is the example for the same.

I have created a custom entity called Program which 1:N relationship with Account entity.
Open the Relationship and check the Relationship Behavior. You will a see setting as Roll View. Set it to Cascade All.
Create a Program record under Active Transport Inc. account and create an activity under it.
Now, navigate to "Active Transport Inc." account record and then to Activities Associated View. You will see the activity of the child records in this view.

The Rollup View flag can only be set if the following conditions are met:
  • The primary and the related entity must be a 1:N (one-to-many) or N:1 (many-to-one) custom relationship. The flag can’t be set on any out-of-the-box system relationships.
  • The primary entity for the relationship must be Account, Contact, or Opportunity. This is because these are the only entity forms in the system where the Activity Associated View appears. You can’t specify any other primary entity for activity rollups.
  • The related entity must support Activities.
Hope this helps.

Happy CRM'ing

Sunday, 5 March 2017

Lightweight Outlook App for Dynamics 365

Dynamics 365 App for Outlook isn’t the same thing as Dynamics 365 for Outlook. 

Microsoft Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to integrate Microsoft Dynamics 365 with Outlook. Note that tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user. 

System Administrators can push the app to the user's outlook from CRM.

How to push the app the users.
  • Go to Settings > Dynamics 365 App for Outlook. 
  • In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users (you may have to click Settings if you’re opening this screen for the second or subsequent time)
  • select the Automatically add the app to Outlook check box if you want to have users get the app automatically.  If a user has the required privileges and email is synchronized through server-side synchronization, you won’t have to do anything more to push the app to them
  • To push the app to all eligible users, click Add App for All Eligible Users.
  • To push the app to certain users, select those users in the list, and then click Add App to Outlook.
If the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status.
When you’re done, click Save.

Users can install App themselves by following the below two steps if the Server Side Sync is configured.
  • Users can click the Settings button and then click Apps for Dynamics 365.
  • In the Apps for Dynamics 365 screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.
After few mins, users can see a Add-In on their outlook

Hope this helps.

Happy CRM'ing

Monday, 20 February 2017

Feedback And Rating in Dynamics CRM/365


A new entity called "Feedback" has been introduced in Dynamics CRM 2016 Update 1. The purpose of adding this entity is to provide the feedback and rating for particular entity in CRM. This is useful for the organizations for tracking the feedback for the product they are selling, or support/services that they are providing to the customers. This Feedback and Rating in Dynamics CRM 2016 helps to improve the product’s quality or customer experience with your organization.
Let us see how we can use this entity.

For using this users must have Read, Create and Update privileges for this entity.

How to Enable and Use?

A new Option "Feedback" is shown on the Entity Information under General tab. Enable it for the Entities where you wanted to use.

You can enable feedback on entities to allow customers to write feedback for any entity record, or rate the entity records within a range of allowed ratings. 

By default, feedback is enabled for the Knowledge Article entity and the rollup field is added to Knowledge Article entity.

Once you enable Feedback on the entity, you will that in the Related Entites.

Title: A short title for the Feedback, specifying parameter for response.
Regarding: The Feedback created for the entity.
Source: Here you can select two options, Internal or Portal. For example, if you are capturing the Feedback from within the CRM i.e. through phone or email then you can select Source as Internal. In addition, you can add more options to this field as per your requirement.
Comments: Comments for the Feedback being created.
Rating: A number to specify how useful the product is.
Minimum Rating and Maximum Rating: Define the minimum and maximum rating numbers for the rating scale. For example, in our case, we are using the rating scale as 1-10, then minimum rating as 1 and maximum rating as 10 can be provided.
Normalized Rating: The value for this field is auto calculated, as this is the calculated field. The calculation is done based on the below formula.
Normalized Rating = (Rating – Minimum Rating)/ (Maximum Rating – Minimum Rating)
However, you can change the calculation for the Normalized Rating by changing the formula for this field from Customizations.
Created By (Contact): It is the customer contact on behalf of whom you are creating a feedback.
Closed By: This field gets automatically populated with the user who deactivates the Feedback record.
Closed On: This field gets auto populated with the date and time when the user deactivates the Feedback record.

In case, if we have multiple ratings against one particular record, with use of simple rollup field the ratings can be consolidated.

Hope this helps.

Happy CRM'ing

Wednesday, 15 February 2017

Debug CRM for Mobiles/Tablets from a PC browser


Recently, I have started working on Dynamics 365 Mobile App. We have found that Scripts that works in browser on a PC is not working on the Mobile and giving error messages. This is really frustrating as we don't have debugging facility on the Mobile App..

After some search, I came to know that we can open CRM for Tablets user interaface in a Web Browser. Here is the URL for it.

Before using the URL, make sure that you login to CRM using required credentials and in another table enter the following.

Replace “orgname” with your CRM organization name. That's it when you hit the URL in browser, you will see the screen which is shown on mobile and once it is done with configuring use your browser's developer tools to debug.

Hope this helps.

Happy CRM'ing

Sunday, 29 January 2017

New Sort Date DateTime attribute added in Activity Entity in Dynamics 365


A new Sort Date attribute of type Date Time has been added to Activity Entity which means to all the Activities (Task, Phone call, Letter, Fax, Email and etc.).

By default the value is NULL, we have to populate it through Business Rule, Plugin or any other method. The basic use could be to use it for sorting apart from OOB Modified on and Created on in View, Report, Chart as well as in Social Pane.

The good part of this is, the field is available for the Custom Activities too.

Hope this helps.

Happy CRM'ing

Non-Interactive Users in Dynamics CRM Online


A non-interactive user is a user account in Microsoft Dynamics CRM Online that will only be used for programmatic access to CRM (using the web services layer) such as as for integration with an ERP system or other LOB systems  without requiring a Microsoft Dynamics 365 (online) license. For each instance of Microsoft Dynamics 365 (online), you can create up to five non-interactive user accounts.

Here are the setps to create non-interative user in Dynamics CRM Online.
  • Create a user account in the Office 365 admin center.
  • Be sure to assign a Dynamics 365 (online) license to the account.
  • Go to Dynamics 365 (online).
  • Go to Settings > Security.
  • Choose Users > Enabled Users, and then click or tap a user’s full name.
  • In the user form, scroll down to the Client Access License (CAL) Information section and select Non-interactive for Access Mode.
  • You then need to remove the Dynamics 365 (online) license from the account.
  • Go to the Office 365 admin center.
  • Click Users > Active Users.
  • Choose the non-interactive user account and in the right-side menu under Product licenses, click Edit.
  • Turn off the Dynamics 365 (online) license and click Save.
  • Go back to Dynamics 365 (online) and confirm that the non-interactive user account Access Mode is still set for Non-interactive.

Hope this helps.

Happy CRM'ing

Wednesday, 18 January 2017

How to Uninstall App from Windows 10


Here are steps to uninstall app from Windows 10

1) Open the Start Menu
2) Search for Settings
3) Click on System on the Settings menu

4) Select Apps & features

5) List of installed apps are shown. You can search for app and Click on Uninstall button to uninstall the app.

Hope this helps.


Dynamics CRM Mobile App OOB Limitations


Today I have started working on the CRM for Phones and grabbed the limitations before starting the actual work.

Here are some limitations which need to considered while designing.

• Default values for out of the box fields do not get populated. Ex: Status, recommendation is to hide these fields on create form.
• Out of the box related records filtering does not work in the mobile client. Explicit JavaScript has to be written to support it. We have a workaround for this. 
• The default create form is the quick create form for the entity. So the quick create form needs to be disabled for the entity to display the complete create form according to the requirement.
• Lookups in mobile client always take the default lookup view for the entity even if a different view is configured for the lookup field from the form. So in case any filters are applied to the default lookup view this will apply to the lookup in the mobile client.
• Out of the box duplicate detection rules also do not work in the mobile clients.
• Quick view forms are not supported
• The create form experience is restricted to roughly occupy only one third of the screen size. So try avoiding having multiple fields on create form for better user experience.
• A tab always takes up its own space on the edit form even if there is nothing inside it. We might have a tab with 2 sections, each containing a sub grid on the web form. On the mobile form, it renders as a white box for the tab followed by the 2 grids. Refer the below screenshot to see how most of the space in the tab is unused in the mobile client when it contains mostly sub-grids.

Hope this helps.

Happy CRM'ing

Sunday, 1 January 2017

Turn On/Off Learning Path in Dynamics 365


We all know that Learning Path is the new thing introduced in CRM. 

Here is a way to Turn On/Off.

Go to Settings > Administration..

On the Administration page, click System Settings.

On the General tab, scroll down to the Set custom Help URL section. Next to Enable Learning Path, select Yes or No. 

Hope this helps.

Happy CRM'ing