Follow the below steps to Import Notes with Attachments for a Sample Contact Record,
Step 1: Created one Sample Contact record with fullname “Arun Potti”.
Step 2: Used the below Notes Template “Note.csv”,
Click here to download Notes Template.
Step 3: Create one folder with Name “Attachments” and place all files to Import.
Step 4: Zip below files,
Click here to download Attachments.zip.
Step 5: Import Attachments.zip using Data Import.
Got one requirement to use Actions and tried to Register Action using Plugin Registration Tool.
But Action messages are not listed and done the below things,
Finally I Closed and Opened Plugin Registration Tool. Then Action Messages listed in Plugin Registration Tool.
Hope it helps.
We may get some requirements to Make Posts or Activities or Notes as a default tab.
Please follow the below simple steps to make it as default.
Open required entity form to change default tab setting under Social Pane. For demo, I am using Contact Form.
Step 1: Click on Social Pane.
Step 2: Click on Change Properties.
Step 3: You can see Default tab under Activities Tab Properties window. Select the required Activities / Posts / Notes Tab, to make it visible when the form opens.
Step 4: Click on Ok. Save and Publish the Form. Open Contact record to see the default tab setting under Social Pane.
Please provide your valuable comments on this article.
The Office 365 Admin app empowers you, the Office 365 IT administrator to stay connected with your Office 365 environment on the go. You can now manage your users including resetting their passwords. In addition, you can also read the latest messages from Message Center, the central location for Office 365 service communications and view any active service support requests. A new dashboard allows you to quickly view service health status and more.
For increased security, the Office 365 Admin app supports Windows Azure Directory Multi-Factor Authentication and the option to set a unique application-specific PIN code.
IMPORTANT: You need to have an active Office 365 subscription with administrator user rights to use this app.
| Office 365 Admin for Phones App | ||
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Install the app from your device’s app store
Choose the download link for your device:
| CRM for Phones App | ||
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| CRM for Tablets App | ||
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I have imported Unified Service Desk – CRM 2013 SP1 with Product Updates package using USD Package Deployer 2013.
Prerequisite:
Before upgrading USD 2013 to 2015, check for the below solution versions
UIIForMicrosoftDynamicsCRM2011 (3.0.0.X) &
DynamicsUnifiedServiceDesk (1.0),
If you have the above solutions versions in CRM, Follow the below Steps to upgrade USD,
Step 1: Download Unified Service Desk 2015 Package Deployer. Click here and download “CRM2015-7.1-USD-PackageDeployer.exe”
Step 2: Extract USD Package Deployer 2015, and goto the below path
USDPackageDeployer\CRM2013SP1withProductUpdatesPackage
Have to import these two files in the next steps,
Step 3: Open Microsoft Dynamics CRM 2015 Online / Onpremise, goto the below path,
Microsoft Dynamics CRM -> Settings -> Solutions,
Click on Import and import the Solution, UiiForMicrosoftDynamicsCRM2011.
You may encounter the below error while importing. This is due to Plugin Assembly Version change.
If yes, follow Step 4. Otherwise goto Step 6.
Step 4: Goto Microsoft Dynamics CRM -> Settings -> Customizations, and click on Sdk Message Processing Steps.
Select all Microsoft.uii.Customization.Plugin.XYZ steps and Delete from CRM.
Step 5: Goto Microsoft Dynamics CRM -> Settings -> Customizations, and click on Plug-in Assemblies.
Select Microsoft.Uii.Customization.Plugin and Delete from CRM.
Step 6: After deletion, follow Step 3 to import UiiForMicrosoftDynamicsCRM2011 Solution.
After Successful import, you can see version of the imported solution to 3.2.0.154 from 3.0.0.X
Step 7: Import DynamicsUnifiedServiceDesk solution into CRM,
Once it is imported successfully, you can see the version of the imported solution to 1.2.0.X
Step 8: Open Unified Service Desk Client and check for its version.
If you have 1.0.0.X version, then follow Step 9 to upgrade USD Client.
Step 9: Click here and Download Unified Service Desk Client (32 bit or 64 bit).
Step 10: Execute the UnifiedServiceDesk-amd64 exe (I am using 64 bit file), and follow the Wizard. It will automatically upgrade USD client to 1.2.0.X. Open USD Client and check for the version.
Please provide your valuable comments on this article.
Follow the below process to increase number of records for a particular user,
Supported Way:
Step 1: Open Microsoft Dynamics CRM Online / On-premise. Click on Gear Icon on Top Right Corner. Click on Options.
Step 2: Under General tab, select “Records Per Page” to the required records count per page. (Min: 25 and Max: 250)
Step 3: Click on OK.
UnSupported Way:
In MS CRM OnPremises, Open Microsoft SQL Server Management Studio.
Right Click on the required MSCRM Organization (OrganizationName_MSCRM) and click on New Query.
For Example, I am providing PAGINGLIMIT = 500 AND FULLNAME = ‘Arun Potti’ in the below query
Copy & Paste the below query and Execute,
UPDATE USERSETTINGS SET PAGINGLIMIT=500 WHERE SYSTEMUSERID = ( SELECT TOP 1 SYSTEMUSERID FROM SYSTEMUSER WHERE FULLNAME ='Arun Potti' )
Refresh CRM Page and open any Entity or Advanced Find to see the effect.
Provide your valuable feedback on the article.
