Category Archives: Microsoft Dynamics CRM
Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process.
However, there are some limitations which are important to understand before embarking on configuring any BPFs. I’ll cover one of them here, namely moving between entities.
Many business processes need to cover more than one entity (i.e. record type) in CRM. The process may start with an account and then move to a case, or start with a contact and move to an opportunity etc.
There are some out of the box BPFs which cross over from one entity to another, e.g. the ‘Lead to Opportunity Sales Process’, shown below:
The first stage of this process, the ‘Qualify’ stage, is on the lead, but the later stages are on the opportunity. You can’t access the later stages until you define which opportunity you are using, hence the locks on those stages.
When you create a custom BPF, you can join any 2 entities, as long as both are enabled for BPFs. When you do, you can define the relationship that the BPF has to use for that entity join. So, for example I could have a BPF which started on a Case record and then moved to an Opportunity record. The screenshot below shows the BPF configuration screen, with Stage 2 selected:
The ‘Relationship’ field, which is defining the relationship the Opportunity in this stage has with the Case in Stage 1, shows ‘None’ and if you select the dropdown, no other option is available. This is because there is no relationship between Cases and Opportunities. There are none out of the box and I haven’t created any custom one. (By the way, the same limitation exists on the old BPF designer).
For BPFs, what this means is that when I move from the Case to the Opportunity, I wouldn’t be able to move the process to an existing Opportunity.
As you can see here, when I select the ‘Next Stage’ (Stage 1 is on the Case, and Stage 2 is on the Opportunity), it tells me that no Opportunity records exist, but does give me the chance to create one.
So, in what situations can you go from one entity to an existing record on another entity using a BPF? To do that a 1-to-many relationship has to exist, i.e. the entity in the stage before the entity change has to be the parent entity and the entity in the stage after the entity change has to be the child entity. So, if you have created a BPF which goes from, say, Account to Contact, when you are designing this BPF in CRM, you get the chance to select the existing 1-to-many relationship called ‘Company Name’ which exists out of the box:
Now, when I go into an account, and move it to the contact stage of the BPF, CRM asks me which existing contact I want to use, and shows me the contact s related to that account through the Company Name relationship.
I can still create a new contact if I want to, and move the BPF on to that new contact.
So, in summary, in order to go from one record to another existing record in a BPF, you can only go through a 1-to-many relationship. You can’t go through a many-to-many and you can’t go through a many-to-1.
There is one exception to this. When you start in one entity and go to a child entity in a subsequent stage and then back to the primary entity in a later stage, you can go back to the record from the first stage, but only that record, e.g. Stage 1 is for Account, Stage 2 is for Contact, using the Company Name relationship, and Stage 3 is for Account again. When you set up the BPF, on Stage 3, if you select Account, you can’t select any relationship. When you use the BPF, if you started at ABC Ltd in Stage 1 then went to Joe Bloggs who works for ABC Ltd in Stage 2, when you click on Next Stage from Stage 2, you are taken straight to ABC Ltd.
This is both good and bad. Good that you can go from child to parent in later stages, but bad that you can only go to the record from the earlier stage. So, in the example, if you wanted to go to an account which is different than the Account in the earlier stage, you wouldn’t be able to do it.
A further limitation worth mentioning is that you can’t go from parent to child on a self-referential relationship, e.g. you can’t go from a parent account to a child account in a BPF.
There are other limitations on BPFs, which I hope to blog on in future. BPF’s are still a great CRM feature though and can really help your users, so don’t be shy in giving them a try!
Happy CRMing everyone!
Microsoft Project Service Automation for Dynamics 365 is a module that allows you to manage a project implementation end to end, from resourcing to task management, all the way to invoicing and everything in between. In today’s episode of The CRM Minute, hear from Dan, a Project Service raving fan, on all the reasons you should be using Project Service automation.
Thanks for watching, The CRM Minute!
Goals. We all have them. Whether officially defined or not, there is something we are striving to achieve. The problem is that we often just don’t have time to spend on the activities that can lead us to achieve those goals. In my decade of working with tribal governments and tribal enterprises, I hear story after story where great goals (goals like improved tribal member service delivery, better operational and financial insight, etc.) have been on the table for years without much progress being made. The reasons are always the same: we get caught in the whirlwind of everyday tasks and there just there isn’t enough time or budget. Ask anyone why their business goals were not achieved and you can pretty much guarantee that time and budget, or the lack there of, will be one the main reasons. This is especially true in the world of technology and the goals we have around automation and process improvements.
Evaluating the cost (both time and money) of any technology project will always be important, but what is often forgotten is evaluating the cost of doing nothing. How long can you afford to continuing making decisions on month old financial data rather than real-time and forecasted financials? How much staff and space costs will you continue to waste storing and sifting through decades of paper records? How will you ever be able to spend focused time addressing key tribal member concerns when you spend two hours a day manually approving paper purchase requests, budget amendments, and employee time cards?
Cloud based technologies like Office 365, Intacct, and Dynamics 365 are making huge strides in reducing the time and cost for technology implementations. By eliminating the need for capital outlays of server hardware, traditional software licensing, increased staffing, and all the time required to set that up, cloud based technologies become operational subscriptions that can be implemented in much less time. This allows you to get more done with those time and budget constraints that we can never escape.
Too often the time and budget we don’t have to spend on technology goals can only be freed up by putting in the technology we don’t think we can afford. The question becomes, can you continue to afford to do nothing?
By Matt Borkowski, Arctic IT Tribal Platforms Manager, [email protected]
One of the many new features of the most recent Dynamics 365 release is Editable Grids. In today’s blog, we’ll review the details of this cool new feature. First, we’ll define what Editable Grids are. Second, we’ll provide step-by-step instructions for enabling Editable Grids, giving you the flexibility to add this new feature to any entity within the system. Third, we’ll show you exactly how to use Editable Grids, including an overview of key features. Note that while there are many advanced features and capabilities with Editable Grids, today’s blog focuses on an introductory overview of the configuration and functionality. Ready? Let’s go…
Part I: Defining Editable Grid
This new feature allows for much greater flexibility around making in-line updates to records without the need to directly open a record. Editable grids are configured using the custom controls functionality introduced in Dynamics CRM 2016. Once added to an entity, editable grids initially seem just like the standard views of the past, but there’s an important difference: it is possible to make updates to records directly from the grid!
This new feature allows enhanced efficiency when navigating CRM: the ability to modify information for a record without needing to jump directly into that record can dramatically reduce the time it takes to make large numbers of updates.
Part II: Enabling Editable Grids
Once you’ve determined you want to try this cool new feature, you’ll need to enable editable grids in your environment at an entity level. Here’s how:
Start the process by navigating to your Solution from Settings, add the required Entity, and jump to the “Controls” tab:
On the “Controls” tab, click Add Control…:
In the “Add Controls” window, select “Editable Grid” and click Add:
You’re now back on the “Controls” tab, where you can continue to configure the display settings and properties of the newly-added Editable Grid:
Choose to display the Editable Grid on Web, Phone, and/or Tablet platforms.
Configure the properties of your Editable Grid.
By default, the Editable Grid will display the columns and information defined in the view currently being used. But you can change that! Here, you can configure how the grid will handle lookups (using “Add Lookup,” as shown in Step 6), define a “Nested grid view,” and determine whether to enable grouping (using “Group by Column,” as shown in Step 8):
Note that “Nested grid view” only applies to the Phone platform – because of this limitation, it is not covered in this blog.
When you click on Add Lookup, you can configure the lookups to show only related records or records specific to the Add Lookup properties:
Begin by selecting the view on which you want to configure lookups from the “Available Views” field.
After selecting a view, choose the lookup from the “Available Columns” field. In the example above, Primary Contact will be configured in My Active Accounts.
Once the initial properties are determined, you can further define the types of records that will display when searching through the lookup on the grid:
The “Default View” you select is the initial filter that determines which records will display when using the lookup.
If you check the “Only show records where:” box, you can further define the types of relationships that the lookup will filter. Additionally, you can give users the flexibility to turn the filter off by checking the “Users can turn off filter” box.
Another great new feature with the Editable Grids is the ability to further group the records in the grid. You can enable or disable this feature by changing the “Group by Column” setting:
Once all of the settings are configured for your new Editable Grid, save your solution and publish the customizations:
Note that while the Editable Grid is now configured, it will not go into effect until you completely log out and log back into the environment or refresh your browser
Part III: Using Editable Grids
At first glance, your newly-enabled Editable Grid will look quite similar to the view you’re used to from previous versions. However, upon closer inspection, there are many differences, which are described below.
On the ribbon, there is now a “Show As” option that can be changed between the Editable Grid and a Read Only version:
There is a “Group By” feature that defaults to “no grouping,” though clicking on it allows users to further group the records in a manageable format:
Clicking once on any piece of information within the record will enable in-line editing, allowing users to make changes directly from the grid – without having to open the record!
Edits to lookup fields are made using the settings defined in the Editable Grid’s properties. This is a fantastic feature that has many uses.
For example, your organization can prevent users from looking up all contacts within the system, instead limiting them to only those contacts they follow.
Additionally, after a contact is selected, you can jump directly into that record by clicking the blue arrow:
Note that after making a change, you must click the “Save” icon, on the grid, as changes are not automatically saved:
To summarize the new features:
Editable Grid vs. Read Only Grid
And that, friends, is pretty much everything you need to know about the basics of Editable Grids. Happy CRM’ing!
Don’t you find it ironic that the one piece of information you really need is often the one that is the hardest to come across? If you’ve been investigating CRM (Customer Relationship Management) software, you’ve been able to compare features, platforms and applications, but the one thing you are still wondering about is cost. Will it fit into your company’s budget? Why are some software vendors reluctant to give you an estimate for CRM software, implementation and service?
Well, here at the CRM Software Blog we have just the tool you need to calculate the costs and determine if you want to move forward with your project. The Quick Quote tool is designed to use basic information from you regarding the size of your organization, the number of employees who will use the CRM solution, whether you prefer to run it on-premises or in the cloud and what level of support you are likely to need.
With that information, the Quick Quote tool will automatically and instantly provide you with a ballpark estimate of the costs that will be involved to get you up and running as well as what you can expect to pay for ongoing use.
While the Quick Quote tool doesn’t guarantee a final price, it will give you a good idea of the range you can expect and can give you legitimate numbers to present to your stakeholders and decision makers. It will save you time and remove a lot of the guesswork attached to making your decision.
After filling in the Quick Quote form which you’ll see on each page of the CRM Software Blog, you’ll be emailed a (non-binding) quote for what Microsoft Dynamics 365 (formerly Dynamics CRM) is expected to cost. You’ll also be forwarded the name of just one of our Microsoft Dynamics 365 partners who will be able to answer questions and address any concerns you might have. You can choose to work with that partner but you are certainly not required to. The referral is all part of the Quick Quote service.
Take a few moments now and complete the Quick Quote form at www.crmsoftwareblog.com/quick-quote. Get the information you’ve been looking for.
By CRM Software Blog Writer
Today we are starting a new series of articles that will be published on a monthly recurring basis. This series will focus on Dynamics 365/Dynamics CRM and provide an overview of featured news, updates, training links…etc. This is an example of the type of information we provide to our customers using our Dedicated Support Engineer (DSE) service. We hope you find this content valuable. Please direct any feedback to the comments at the end of the article. Enjoy!
|Dynamics 365 Mandatory 8.0 Update Notifications have been sent out to all 8.0 customers indicating a mandatory update will begin in March. The upgrade window will be March 3 through June 30. Below is copy of the notification message:
Scheduling your organization for an update is important and necessary to provide you with all the great updates, performance improvements and features available to you. To help you experience the best Microsoft Dynamics 365 has to offer, the update policy ensures your service is on the latest version. If your organization is two versions behind the latest version, it will be updated without needing approvals. Below is an example of the customer notification: Per our records, your organization is currently on CRM Online 2016 (8.0) and based on the update policy your organization will be set to a mandatory update starting March 3, 2017. The update will not require your explicit approval if you have not approved a scheduled update. If your 8.0 organization does not have a scheduled update, you will be automatically scheduled staring in January 2017. You can move the update to an open available slot between March 3, 2017 and June 30, 2017, however, you will not be able to reschedule your update past the CDU window. If you have already scheduled and approved an update between March 3, 2017, and June 30, 2017, the organization will be updated on that date with no further action needed by you. Please be sure you are familiar with and understand the Customer Driven Update Policy and follow these easy steps to get prepared for your next CRM Online update. 1. Get familiar. Stay up to date with the Microsoft Dynamics CRM Roadmap for the complete list of capabilities and service investments. 2. Get prepared. Read about Managing Microsoft Dynamics CRM Online updates. 3. Engage. Your partner and Microsoft teams are here to help you be successful.
|View the Progress of your Dynamics 365 Update To better track and manage the status of Dynamics 365 (online) updates, a new Updating Instance feature has been added to the Administration Center.
Customers can now see the status of their update as it goes through the four stages:
For a complete description of the update process, see Manage Microsoft Dynamics 365 (online) updates.
|Microsoft Dynamics 365 – Organization Insights The new Organization Insights for Dynamics 365 (online) is now available. This solution provides important adoption and use metrics for the Dynamics 365 organization, and tools to help customers stay ahead of performance and support issues. Some of the features include”
This solution is available for download from the Microsoft AppSource. Minimum supported platform version is 8.2.
|Updates & Releases|
|Now available: Microsoft Dynamics 365 Update 2.0 packages Microsoft is proud to announce that all packages for Microsoft Dynamics 365 Update 2.0 (December 2016 Update/Service Pack 2/Centaurus) are available in the Microsoft Download Center! The Microsoft Dynamics 365 Update 2.0 Build number is 22.214.171.1249
Note: The naming convention for updates has changed. Post-RTM Updates were referred to as Update Rollups, now they will be called Updates with the version number: Old Naming: Microsoft Dynamics CRM Update Rollup 1 or 2 New Naming: Microsoft Dynamics CRM Update 0.1 or 0.2 For more details on the naming convention, see the Dynamics CRM Product Group blog “New naming conventions for Microsoft Dynamics CRM updates“
For more information on what’s available for download and the resolutions provided by Dynamics 365 Update 2.0, take a look at this post from the Dynamics CRM in the Field blog.
|Deprecation Announcement The Dynamics Connector has been deprecated and is no longer supported with version 8.2. For any customer still using the Connector, a workaround has been developed to make it work for 8.2 organizations, but it will not be supported on any future CRM versions. Use the following steps to get the Dynamics Connector working with 8.2 organizations:
|New Features in Microsoft Social Engagement 2017 Update 1.1 Social Selling Assistant Microsoft Social Engagement introduces Social Selling Assistant, to empower your salespeople to sell more by leveraging social media. With this application, your salespeople get personalized and smart recommendations to share on their social networks to enable them increase their social presence, gain trust from their followers, and generate more leads.
Post to LinkedIn With this release you can add your personal LinkedIn account as a social profile, then share any public post in Microsoft Social Engagement to your professional network on LinkedIn. You can choose between two visibility options: show the post to everyone on LinkedIn or to your network only. This post action is available across all Microsoft Social Engagement services, including the newly released Social Selling Assistant. Japanese and Chinese (traditional) User interface Microsoft Social Engagement introduces Japanese and Chinese (traditional) languages in the user interface. The localization of the user interface also includes the respective calendars for Japanese and Chinese (traditional) languages. In addition to the new features, Update 1.1 addresses some issues and improvements which can be reviewed in this blog post.
|Errors when accessing the Dynamics 365 App for Outlook Customers have experienced the following error when trying to access the Dynamics 365 app in Outlook: “Sorry, something went wrong while initializing the app. Please try again, or restart the app”. The resolution for this issue is to close the app and attempt to reopen it again. If the problem persists then try closing the internet browser and navigating to the application again.
Customers have also reported the following error: “Something went wrong during sign-in. Please try again. If the problem persists, contact your system administrator.” This error can occur when the App for Outlook is unable to connect to the authorization service to ensure that you are authorized to use this app or if the Dynamics 365 (online) URL was changed after the Dynamics 365 App for Outlook was installed. Resolution 1: Close the app, and open it again. If the problem persists, try closing the internet browser and reopening it again. Resolution 2: If you changed your Dynamics 365 (online) URL after Microsoft Dynamics 365 App for Outlook was installed, you need to redeploy the app:
For more information, review this support article.
|Dynamics 365 App for Outlook: Your device/browser is unsupported Customers have experienced the following error when trying to access the Dynamics 365 app for Outlook: “Your device/browser is currently unsupported.” Click here to view the requirements for deploying the Dynamics 365 App for Outlook and the supported devices and browsers.|
|Email Server Profile “Test Failed” error After clicking the Test Connection on an Email Server Profile record in Dynamics 365, customers have encountered a “Test Failed” error. The Failure Details section contains the following message: “The SMTP address has no mailbox associated with it.” This error can occur if the format domain\username is used for the User Name (Example: contoso\user). The resolution is to update the user name in the Email Server Profile Credentials section to use the UPN format (Example: email@example.com) instead of the domain\username format. If the error persists, then verify a mailbox exists for the user and the UPN value in the User Name field matches the email address for the user’s mailbox in Exchange.|
|Server-Side Synchronization “404 NotFound exception” The following errors may be displayed in the Alerts area when testing and enabling a Dynamics 365 mailbox:
Each of the errors above, also include the following error code: Email Server Error Code: Http server returned 404 NotFound exception. This error can occur for one of the following reasons:
The resolution calls for verifying the e-mail address of the mailbox record in Dynamics 365 matches the e-mail address in Exchange and verifying the configuration of the associated Email Server Profile. Review the following support article for more details.
|Dynamics 365 and SDK v6.0 issues An issue has been identified with client applications on SDK v6.0 having difficulty connecting with the Dynamics 365 organizations in v8.1 and higher. The following message is returned: “The Organization Service URL is invalid. Metadata contains a reference that cannot be resolved” This issue is due to the SDK v6.0 attempting to authenticate through ACS, but that has been deprecated for Dynamics 365 organizations. An updated SDK 6.x client is now available to resolve this issue. Download and install the updated assembly here: https://www.microsoft.com/en-us/download/details.aspx?id=40321|
|New Microsoft.Xrm.Data.Powershell 2.5 The Microsoft.Xrm.Data.PowerShell CRM PowerShell module allows CRM administrators to perform CRUD operations with Dynamics CRM data and change user and system Settings for both Dynamics CRM Online and On-Premise environments. A new version of the module is now available with updated dlls from 8.1 to 8.2. Download the latest version here. For more information about what the module can do, take a look at the “Great Power Tools for CRM Administrators” Part I and Part II blog posts.|
|Use SCCM to install Dynamics 365 for Outlook Organizations with large deployments of Dynamics 365 for Outlook should consider using System Center Configuration Manager (SCCM) to more efficiently and securely deploy and manage Dynamics 365 for Outlook installation. Download this pdf for step by step instructions on how to use SCCM for your deployment.|
|Microsoft Dynamics 365 performance improvements with SQL Server 2016 SQL Server 2016 comes with a set of rich capabilities that can help you solve and meet your business needs. The Dynamics 365 engineering team continues to evaluate these capabilities to enhance the application’s performance in upcoming releases. One such enhancement is the improvement of performance in Dynamics 365 (on-prem) with SQL Server 2016 CU2 when using database compatibility level 110 (SQL Server 2012 compatibility level). The application’s performance is improved when the organization database trace flag is set to 1224. This setting reduces the CPU usage by disabling lock escalation based on the number of locks. For details, please see Improve performance when you use Microsoft Dynamics 365 with SQL Server 2016.
The performance of SQL Server 2016 is also improved with the High Availability Enhancements. The obsolete Database Mirroring technology has been replaced with a more efficient Always On Basic Availability Groups for high availability. Another capability to consider is the In-memory Columnstore. In-memory Columnstore uses column compression to reduce the storage footprint and improve query performance for data warehousing scenarios.
For more suggestions on ways to help maintain and fine-tune your Dynamics 365 applications with SQL 2016, checkout What’s New in SQL 2016 (Database Engine).
|Make Business Recommendations using Business Intelligence The fall 2016 release of Dynamics 365 introduced a powerful new feature as part of business processes called business recommendations. This feature enables a Business Analyst or System Customizer to guide users to optimal data based on intelligence they have about their business. A great example is with product selection. If a user is running an Insurance Sales business process and is at the stage where they are discussing with their customer what insurance products they want to buy, a business recommendation check can be added to the process to review the performance and profiles of past deals to help the user identify the best products to suggest. More information on implementing business recommendations can be found here.|
|RetrieveMultiple Performance Blog Series RetrieveMultiple is a type of query used to retrieve one or more entity instances based on specified criteria. When this query executes, security requirements are taken into consideration to ensure the person executing the query has the proper access to the entities being retrieved. The additional security checks often will lead to performance issues for the end user trying to access the information. A blog post series has been dedicated to this topic and is now available on the Dynamics CRM Community Support Blog. Topics include RetrieveMultiple introduction, optimization and sharing considerations. Feel free to use this blog series for reference as needed.|
|Microsoft Dynamics 365 (online) – Asynchronous Service Quotas The Microsoft Dynamics 365 Asynchronous Processing Service (called the async service) executes long-running operations independent of the main Microsoft Dynamics 365 (online & on-premises) core operation. This results in improved overall system performance and improved scalability. Interested in learning how it works. The asynchronous service features a managed queue for the execution of asynchronous plug-ins, workflows, and long-running operations. These operations are registered with the asynchronous service and are executed periodically when the service processes its queue. Since these operations are queued up and must be executed in time globally, there are some well-defined resource quotas that enable resources to be distributed amongst all online customers equally. For more information, review this post from the Microsoft Dynamics 365 Team Blog.|
|Training Sites & eLearning Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The highly anticipated Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.
|Learning Path authoring now available in Dynamics 365 Learning Path is a new Azure service that was introduced in Dynamics CRM Online 2016 Update 1 to provide product specific training, walkthroughs, videos, and articles. Microsoft is excited to announce that Dynamics 365 customers can now use Learning Path to create their own custom Help experiences! This help content can be added to any page, screen, form or view tailored to specific roles and the content can be displayed in different languages. To learn more about creating Learning Path guided help, see Create your own guided help (Learning Path) for your customers. Note: This feature is only available with Dynamics 365 (online). It is not available for on-premise.|
|Add CRM Modules to your Dynamics 365 Trial Created your Dynamics 365 trial instance, but didn’t include all the out of the box CRM modules? Adding those modules is now easier than ever (and you don’t have to create a new instance to do it). Simply access the Dynamics Admin Center and click the icon to edit the Solutions.
Select the Modules you would like to install.
Note: This change was implemented in the 8.2 Update and is available for the Dynamics 365 Trail Enterprise edition.
|Voice of the Customer Surveys Voice of the Customer (VoC) is a survey feature that was made available in Microsoft Dynamics CRM Online 2016 Update 0.1. With Voice of the Customer, users can create and send out surveys to get feedback from their customers about their products or services. Respondents can take the surveys on a phone, tablet, or computer. The survey analytics included with the Voice of the Customer solution helps users use their customer feedback to identify gaps in service, run targeted marketing campaigns, and send offers to increase sales. See Voice of the Customer in action: https://youtu.be/tSef4zXkrPw
For more information about installing and using the Voice of the Customer preferred solution, see Get feedback with Voice of the Customer surveys.
Voice of the Customer Frequently Asked Questions Part I, Part II, Part III.
In today’s blog, we’ll show our Internet Explorer users how to create a “Favorite” (aka bookmark) that will display the schema name for a CRM field.
Step 1: Creating the “Favorite” in IE
Navigate to any page in your IE browser. (Literally, you can navigate to any page you want, because you’ll be changing the file path later in the process.) In the example below, we went to www.google.com.
Click Alt-Z to bring up your Favorites menu and select “Add to favorites…”
The “Add a Favorite” pop-up window is now displayed. In the “Name:” box, type Show Schema, as shown below:
In the “Create in:” box, select “Favorites Bar,” as shown below:
Click Add. You should now see “Show Schema” in your Favorites Bar, as shown.
– If your screen looks like the screenshot above, move on to Step 2.
– If you’re not seeing your Favorites Bar, we need to display it. Easy-peasy! Here’s how:
Right-click in the white space at the top of your browser, as shown below:
Select “Favorites bar” from the menu. That’s it!
Your Favorites bar should now be displayed, including “Show Schema.”
Step 2: Changing the properties of the Show Schema “Favorite”
In this step, we’ll change the functionality of the Show Schema “Favorite.” If you click Show Schema right now, it will, of course, bring you right to www.google.com (or whatever page you used in Step 1). But we want the button to show us the schema names of CRM files, right? Here’s how we do it:
Right-click Show Schema to display the pop-up menu shown below, and select “Properties.”
In the “Show Schema Properties” pop-up window, on the “Web Document” tab, the “URL:” field will be displaying whatever URL you were on when you created the “Favorite” – in our case, that’s https://www.google.com/?gws_rd=ssl. Erase it!
Copy the text below (verbatim!) and Paste it into the “URL:” box.
Note that this step is optional, but we recommend it simply because it’s nice to have a unique icon for this “Favorite.” With that in mind, click Change Icon…
In the “Change Icon” pop-up window, click on the icon of your choice and then click OK to close the window.
Click OK on the “Show Schema Properties” window to close it.
Your Favorites bar should now reflect the changes you just made, including the new icon. If the new icon is not displayed, simply hide the Favorites bar and then re-display it – that will refresh the properties.
Step 3: Seeing the Show Schema button in action
To see how it works, you will need to be logged into CRM and on a Matter record. Also, you will want to select the “Document Generation” from the “MATTER” dropdown menu, since most of the fields you’ll want to put on your documents are contained within this form. See below:
You will see that all of the fields displayed are showing the labels for the fields, as in the screenshot below:
But wait, you wanted to see the schema names (not the field labels) so that you can figure out what field to add to your documents, right? Well, here’s where the magic happens. Click Show Schema and… voila!
Pretty slick, no? Oh, and one thing to remember: in order to display the field labels normally again, you simply need to refresh your screen. Happy CRM’ing, friends!
Sometimes when small or medium sized businesses start looking at CRM options, they come to the conclusion that the solution just isn’t right for them. We say, no way! The truth is, no matter what size your company is, Dynamics 365 offers a wide breadth of options for organizations just like yours. PowerObjects is here to support you no matter what. In today’s blog, we’ll take a look at a few of the resources PowerObjects has available to get your started on your Dynamics 365 journey.
If you’re an SME/SMB organization, you have a lot of things to think about in the day-to-day way you run your business. The assumption that often happens with implementing a CRM system is that the time and resources needed for the implementation are out of range for them. Not to mention a perceived cost about maintaining the system. However, CRM is an invaluable resource to leverage as a system of record tool that will help you grow more efficiently, be more productive and identify issues before they become major problems. Here are a few of the benefits Dynamics 365 can bring to your business:
- The integrated sales, marketing and service functionality is STELLAR.
- Office 365 integrates EASILY with Dynamics 365 to increase productivity.
- BETTER reporting and insights = BETTER decisions
- A SCALABLE platform.
- Microsoft Cloud by PowerObjects for SUPERIOR Cloud Service.
Let’s talk a little more about the support options PowerObjects has in regards to your Cloud Service Provider. With Microsoft Cloud by PowerObjects, you can bundle your Dynamics 365 licenses with additional support from us! With Microsoft Cloud by PowerObjects, we handle your contracts, partners and payments. It couldn’t be easier! A partnership with PowerObjects means you always have access to a dedicated team who understands you, your needs and your solution.
And that’s not all! Your subscription comes with a whole set of additional features that add value back to Dynamics 365. Experience break-and-fix support from the largest CRM support desk outside of Microsoft, full access to our PowerPack Add-ons, access to PowerStart and PowerSuccess, and discounts on ALL of our world-class educational offerings.
So what’s next? Register for our CRM for SME webinar series, SME and Dynamics 365, where our team will show you how any organization, regardless of size, can achieve success with CRM for Dynamics 365.