Year: 2016

Enable OneDrive for Business in CRM 2016 Online

Arun Potti CRM, Microsoft Dynamics CRM 2016 , , , , , , , , , ,

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.

Enable OneDrive

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,

  1. Go to Office 365 Admin Page (https://portal.office.com/myapps).
  2. Click on OneDrive.

Admin Page - View All Apps

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.

One Drive Sharepoint Link

Step 3: Once Step 2, successfully configured,

Go to Microsoft Dynamics CRM -> Settings -> Document Management. Follow the below steps

  1. Click on Enable OneDrive for Business
  2. Select Enable OneDrive for Business.
  3. Click on OK.

Enable One Drive

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.

Documents Associate Grid

Step 5: Under Document Associated Grid,

  1. Click on Upload
  2. Choose File and give some Sample File to test.
  3. Select OneDrive under CRM Folder.
  4. Click on OK to upload the File associated with your Account record in OneDrive.

Upload Documents

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.

Attachments in Document Associated Grid

Attachment in OneDrive for Business

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.

How to configure subscriptions in MS CRM 2016 Online?

Arun Potti CRM, CRM 2016, Microsoft Dynamics CRM 2016, MS CRM 2013 , , , , , ,

Follow the below steps to configure Office 365 Enterprise E3 Subscription in Online CRM 2016.

For more details on Office 365 Enterprise E3, please Click here.

Step 1: Create CRM Online 2016 30 days’ trial version. Click here to create.

(Or)

Use the existing trial Version, if you have.

Step 2: Open https://portal.office.com/. Provide your credentials and Sign in.

99.Office 365 Login

Step 3: Under Office 365 Admin center preview Home Page,

  1. Click on Billing.
  2. Click on Subscriptions.
  3. By default, can see only one Subscription “Microsoft Dynamics CRM Online Trial” for 30 days.

Click on Add subscriptions, to find & subscribe Office 365 Enterprise E3 Trial Version.

99.Admin center preview - Subscriptions

Step 4: Under Enterprise Suite, can see “Office 365 Enterprise E3”.

  1. Hover on it, and click on Start free trial.

99.Enterprise Suite2. Click on Try now.

99.Confirm your order

3. Click on Continue.

99.order receipt

4. Within few minutes, the subscription will be added to your Office 365 account.
Goto Office 365 Home Page and goto Billing -> Subscriptions to see the Active Subscriptions. (If not refresh the page)

99.Office 365 Enterprise E3 Trial

Step 5: Successfully we added the subscription to Office 365 account. Now we have to Assign License to the User to access Office 365 suite. Follow the below steps for the same,

  1. Under Office 365 Home, Goto Users -> Active users.
  2. Click on required user to provide the License. Then we can see User Profile.
  3. Click on Edit under Product licenses.

99.User Profile
4. Click on Office 365 Enterprise E3 to make it On from Off.

99.Product licenses

5. Click on Assign.

99.Assign License

6. Now we can see the Active Subscriptions under User Profile

99.User Profile - License

Step 6: Click on App Launcher to see Apps under your Login,

99.Office 365 - All Apps

We have successfully configured Subscription and Assigned License to the User. Hope you find it easy to Configure Subscriptions in Online CRM.

Please leave your valuable feedback on this article.

Unified Service Desk 2.1.0 download available for Microsoft Dynamics CRM 2013 / 15 / 16

Arun Potti CRM, crm 2011, CRM 2015, CRM 2016, Microsoft Dynamics CRM 2016, MS CRM 2013, ms crm 2015, unified service desk , , , , , , , , , , ,

You can download Unified Service Desk 2.1.0.556 Version Package Deployer and Executables from the below links,

Name Size Download Link Description
CRM2016-USD-2.1.0-PackageDeployer.exe 210.6 MB Click here USD Package Deployer to install solution components in CRM
CRM2016-USD-2.1.0-amd64.exe 88.4 MB Click here 64 bit USD client
CRM2016-USD-2.1.0-i386.exe 88.4 MB Click here 32 bit USD Client

Unified Service Desk 2.0.2 download available for Microsoft Dynamics CRM 2013 / 15 / 16

Arun Potti CRM, CRM 2015, CRM 2016, MS CRM 2013, ms crm 2015, USD , , , , , , , , , , , , ,

You can download Unified Service Desk 2.0.2 Version Package Deployer and Executables from the below links,

Name Size Download Link Description
CRM2016-USD-2.0.2-PackageDeployer.exe 76.5 MB Click here USD Package Deployer to install solution components in CRM
CRM2016-USD-2.0.2-amd64.exe 85.1 MB Click here 64 bit USD client
CRM2016-USD-2.0.2-i386.exe 85.1 MB Click here 32 bit USD Client

Hide Welcome Screen in CRM 2016

Arun Potti CRM, CRM 2016, Microsoft Dynamics CRM 2016 , , , , ,

When you open OnPremise/ Online CRM 2016 for the first time in a browser, we can see the below Welcome Screen Popup.

Welcome Screen

Follow the below steps to hide Welcome Screen,

Step 1: Goto Click on Main -> Settings -> Administration.

CRM System Administration

Step 2: Goto System Settings -> General

Under General Tab, Find Set whether users see welcome screen option

Click on No and OK.

System Settings

Close browser and open CRM to check this.

Please provide your valuable comments on this article.

How to Search Inactive records using Quick Find View?

Arun Potti CRM, CRM 2015, CRM 2016, Microsoft Dynamics CRM 2016, MS CRM 2013, ms crm 2015 , , ,

Using CRM OOB, we can search Only Active records for CRM Entities, other than Case Entity.

Please follow the below steps to Search, both Active and Inactive records of Contact,

Step 1: Goto Microsoft Dynamics CRM -> Settings -> Customizations and click on Customize the System.

Customize the System

Step 2: Under Entities,

  1. Expand Contact Entity.
  2. Click on Views under Contact.
  3. Double click on Quick Find Active Contacts.
  4. Click on Edit Filter Criteria.

Step 2 - Edit Filter Criteria

5. By Default, Status Equals Active which means CRM System will search only Active Contact Records.

Now Click on Clear to search both Active and Inactive Contact records.

Step 2 - 5.Clear Filter Criteria

6. Now Click on OK.

Step 2 - 6. Cleared Filter Criteria

7. Click on Save and Close in Quick Find View.

Step 2 - 7. Save and Close Quick Find View

Step 3: Click on Contact Entity and Publish.

Step 3 - Publish Contact Entity

Step 4: Once Contact Entity Customizations Published,

Goto Microsoft Dynamics CRM -> Sales -> Contacts.

Search for the Inactive record in Contact Homepage grid.

Step 4 - Contacts Home Page Grid

Step 5: After Searching, can see the required Inactive record in the Configured Quick Find View.

Step 5 - Inactive Contact record

Thank you for reading this article.

Please leave your valuable feedback.

How to Configure and Search Using Quick Find View in MS CRM?

Arun Potti CRM, crm 2011, CRM 2015, CRM 2016, Microsoft Dynamics CRM 2016, MS CRM 2013, ms crm 2015 , , , , , , , ,

You might get this requirement quite often to search records based on some field data.

Will see an example to understand much better.

Created a field named Twitter in Contact. Now the requirement is to search Contact based on Twitter data.

Follow the below steps to configure OOB Quick Find View,

Step 1: Goto Microsoft Dynamics CRM -> Settings -> Customizations and click on Customize the System.

Customize the System

Step 2: Under Entities,

  1. Expand Contact Entity.
  2. Click on Views under Contact.
  3. Double click on Quick Find Active Contacts.
  4. Click on Add Find Columns, to Configure Twitter Search in Contact.

Step 2 - Quick Find View

5. Scroll down till you find Twitter Field and Select it. Click on OK.Add Find Columns

6. Now will add Twitter field Column in Quick Find View. Click on Add View Columns.
Show - Add View Column

7. Scroll down till you find the Twitter field and Select it and Click on OK.

Add View Columns

8. Now can see Twitter Column in Quick Find View. Then Save and Close.

Twitter Column

Step 3: Click on Contact Entity and Publish.

Step 3 - Publish Contact Entity

Step 4: Once Contact Entity Customizations Published,

Go to Microsoft Dynamics CRM -> Sales -> Contacts.

Search for the Twitter in Homepage grid.

Step 4 - Contacts Home Page Grid

Step 5: After Searching, can see the required record in the Configured Quick Find View.

Step 6 - Search Twitter field

Thank you for reading this article.

Please leave your valuable feedback.

 

Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide

Arun Potti CRM, CRM 2016, Microsoft Dynamics CRM 2016 , , , , , , , ,

Microsoft Dynamics CRM Spring 2016 Wave

Click here to download Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide.

Microsoft Dynamics CRM 2016 Certifications list

Arun Potti CRM, CRM 2016, Microsoft Dynamics CRM 2016, MS CRM 2013 , , , , ,

MB2-710 Microsoft Dynamics CRM 2016 Online Deployment

MB2-711 Microsoft Dynamics CRM 2016 Installation

MB2-712 Microsoft Dynamics CRM 2016 Customization and Configuration

MB2-713 Microsoft Dynamics CRM 2016 Sales

MB2-714 Microsoft Dynamics CRM 2016 Customer Service