Use the below select query to get the Global OptionSet values in SQL,
SELECT OS.NAME, L.LABEL, AV.VALUE FROM ATTRIBUTEPICKLISTVALUEASIFPUBLISHEDLOGICALVIEW AV JOIN OPTIONSETASIFPUBLISHEDLOGICALVIEW OS ON AV.OPTIONSETID = OS.OPTIONSETID JOIN LOCALIZEDLABELASIFPUBLISHEDLOGICALVIEW L ON L.OBJECTID = AV.ATTRIBUTEPICKLISTVALUEID WHERE OS.ISGLOBAL = 1 AND OS.ISCUSTOMOPTIONSET = 1 AND L.OBJECTCOLUMNNAME = 'DISPLAYNAME' AND OS.NAME ='<Provide Global OptionSet Schema Name>'
Follow the below steps to Share/ Assign Personal Views
Click here to know, How to create Personal Views in CRM?
Now will Share/ Assign the “Important Leads” Personal View, which I created in my Last Post.
Open Advanced Find, Look for: Leads and Click on Saved Views.
Share:
1.You can see the list of all Personal Views for Leads Entity. Select the required Personal View and click on Share button on Ribbon.
2.Click on Add User/ Team to add the required User or Team, for whom you want to share Personal Views.
Click on Add.
3.Give the required permission on this view for the User or Team and click on Share.
Assign:
Click on Advanced Find and select required Entity under Look for and click on Saved Views.
1.Select required view and click on Assign Saved Views.
2.By default, Assign to is set to Me. Select Assign to User or team.
Add the required User or team and Assign.
Thank you for reading this article.
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Follow the below steps to create personal views in CRM,
Step 1: Open CRM and Advanced Find.
Step 2: Now I am going to Create a personal view for Lead Entity.
Select Look for: Lead and give your own criteria.
Here I want to show all Leads, whose Est. Value > 4,000,000.00
Step 3: Now I want to add Est.Value Column in the Results View.
3. Select Est. Value. click on OK.
Click on OK.
Step 4: Click on Results.
Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.
Now we have seen a record meeting our Criteria. Now will Save this Personal View.
Step 6: Click on Advanced Find and Click on Save as shown below.
Step 7: Give some proper Name and Description to this Personal View and Save.
Step 8: This Personal View is available to see in 2 different places.
2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.
We can see all Saved Views belongs to Lead Entity.
Thank you for reading this Article.
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Follow the below methods to get GUID of the record in Microsoft Dynamics CRM,
Method 1:
Open any record and Click on EMAIL A LINK Ribbon button.
Record URL will be opened in Outlook Email and record GUID will be identified easily with Query String parameter id and look likes below,
id=%7b<32 bit GUID>%7d
Method 2:
Open the required record, and click on Pop Out Symbol.
The Record will be opened in a new Tab/ Window.
Record GUID will be identified in the URL as shown below,
Method 3:
This method is totally Interesting, you will feel easy to get CRM record GUID on a single click using Google Chrome.
Follow the below steps,
4. Copy & Paste the below JS Code under URL,
javascript: if (window.prompt(“CRM Record GUID is :”, $(“iframe”).filter(function () { return ($(this).css(‘visibility’) == ‘visible’) })[0].contentWindow.Xrm.Page.data.entity.getId().slice(1, -1))) { }
Note: Before Copy and Paste the above code, replace Double Quotations and Single Quotations properly.
Save the Bookmark.
5. Click on Bookmark, you created “CRM Record GUID“. Pop Up will be displayed with CRM Record Id of the Record you opened.
Method 3 information is from Blog CRMBlocks.
Please leave your valuable feedback on this article.
New Data Type “Customer” has been introduced in CRM Online 2016 Update and can create in Custom Entity as well.
Customer Data Type is a combination of both Contact and Account Entities, one can choose either Contact or Account record.
We can give proper Relationship Names (To Account & To Contact) before creating this field (if required or we can use as it is).
After Creating this field two Relationships will be created one with Account and one with Contact.
Create this field and place it on the Form, Save and Publish.
Open New Record and Test this field to select either Account or Contact.
Follow my article to Configure OneDrive for Business in CRM 2016 Online.
System Administrator can Grant/ Revoke access to OneDrive for Business feature in Online CRM, using “OneDrive for Business” Privilege.
Go to Microsoft Dynamics CRM -> Settings -> Security -> Security Roles
Open the required Security Role and Click on Core Records Tab -> Miscellaneous Privileges.
Click on OneDrive for Business to give access (Full Green) and Click on it again to revoke access (White) and Save.
Follow the below steps to Configure Email in CRM 2016 Online,
Step 1: Click here and follow my previous article to configure Office 365 Enterprise E3 Trial Subscription and Assign Product License to the required user.
Step 2: Go to Microsoft Dynamics CRM -> Settings -> Email Configuration.
Click on Email Server Profiles.
“Microsoft Exchange Online” Email Server Profile record created automatically by Online CRM. We can use the same.
Step 3: Open the “Microsoft Exchange Online” Email Server Profile record.
Click on Mailboxes (1) and Search for required User Mail Box record (2) and Open it (3).
Update Email Address field with your Office 365 Login Id and Save.
Step 4: Click on Approve Email ribbon button and Click on OK.
Step 5: Click on Test & Enable Mailbox ribbon button and Click on OK.
Step 6: Click on Alerts to see the status of Email Configuration for Incoming and Outgoing Emails.
We can See the Incoming Email Status and Outgoing Email Status as Success, which means we have configured Email Successfully.
Step 7: Open Office 365 Admin Page (https://portal.office.com/myapps) and Click on Mail to see Office 365 Outlook.
Step 8: Now we are going to test Incoming and Outgoing Mails in Real Time by creating a Contact record with Personal Email Id.
Create an Email Record from Contact and Send it to see Outgoing Mail from CRM to Personal Email Id.
Once you receive mail to your Personal Mail Id from CRM, reply the Mail and Send. Check the same under ACTIVITIES in the Contact Record to see the Incoming Mail.
Thank you for reading this article and hope you successfully Configured and Tested Email using Server Side Synchronization in CRM.
Please leave your valuable comments on this Article.
Follow the below steps to configure OneDrive for Business in CRM 2016 Online.
Go to Settings -> Document Management and click on Enable OneDrive for Business.
After Click on OK, we can see the below message,
“OneDrive for Business relies on server-based SharePoint integration. To use this feature, enable server-based integration and have at least one active SharePoint site.”
Which means, we should Enable Sharepoint in CRM, before using OneDrive feature in CRM Online.
Follow the below steps to configure OneDrive for Business,
Step 1: Click here and follow my previous article to configure Office 365 Enterprise E3 Trial Subscription and Assign Product License to the required user.
Step 2: Next, we should configure SharePoint Online with CRM.
Click here and follow my previous article from Step 6 to Step 20 to configure.
Skip Step 7 – How to Integrate Dynamics CRM and Share Point Online and follow the below steps,
3. Copy the OneDrive Link and use this link to Configure SharePoint with CRM as mentioned in my previous article Step 14 – How to Integrate Dynamics CRM and Share Point Online.
Step 3: Once Step 2, successfully configured,
Go to Microsoft Dynamics CRM -> Settings -> Document Management. Follow the below steps
Successfully Configured OneDrive for Business in CRM.
Step 4: Now we will upload a sample file and Test OneDrive Integration with CRM.
Go to Microsoft Dynamics CRM -> Service -> Accounts and open any existing Account record.
Click on Documents under Account record.
Step 5: Under Document Associated Grid,
Step 6: We can see the File in Document Associated Grid and Go to More Commands and click on Open Location to see the Physical Location of the File.
Thank you for reading this Article and hope you have successfully Integrated and Tested OneDrive for Business with Microsoft Dynamics CRM.
Please leave your valuable comments on this Article.
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