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

Hi,

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.

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Happy CRM'ing

Gopinath

Non-Interactive Users in Dynamics CRM Online

Hi,

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.

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Happy CRM'ing

Gopinath

How to Uninstall App from Windows 10

Hi,

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.

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Thanks

Gopinath

Dynamics CRM Mobile App OOB Limitations

Hi,

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.

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Happy CRM'ing

Gopinath

Turn On/Off Learning Path in Dynamics 365

Hi,

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.

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Happy CRM'ing

Gopinath