Month: October 2017

How to Install/ Uninstall Sample Data in CRM?

Arun Potti CRM, crm 2011, CRM 2015, CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics CRM 2016, MS CRM 2013, ms crm 2015 , , , ,

Follow the below steps to Install/ Uninstall Sample Data from Dynamics 365 CRM Online,

Step 1: Open Dynamics 365 Online. Goto Settings -> Data Management and click on Sample Data.

Sample Data Settings Under Data Management

Step 2: If you have not installed any Sample Data earlier, it will show Sample Data button. Click on it to import sample data given by CRM OOB.

Sample Data - Install Sample Data

Step 3: After clicking on it, Goto Imports under Data Management to see the Sample Data import records Status.

Sample Data - Imports Status

Step 4: Once all the records Status Reason change to Completed, we can Sample records in the Entities Specified in the Import Name.

For an Instance, below is the Contacts Sample Data imported during this operation,

Contacts Sample Data

Step 5: If you want to Uninstall the same data imported during this operation, Goto Settings -> Data Management and click on Sample Data.

Then click on Remove Sample Data button.

Remove Sample Data

Step 6: Records deletion status can be seen under Settings -> Data Management -> Bulk Record Deletion.

Bulk Record Deletion record Status

Hope you learned this feature in CRM :):):)

 

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Customize Sitemap using Sitemap designer in Dynamics 365(online) V9

Arun Potti CRM, Microsoft Dynamics 365 , , , ,

In Dynamics 365 Online version v9 update, Microsoft has provided Sitemap designer OOB feature to customize Sitemap.

Please follow the below steps to customize sitemap,

Step 1: Open Dynamics 365 Online version (which has v9 version update).

Or

Click here and create CRM 30 days trial version.

Step 2: Goto Settings -> Customizations -> Customize the System.

Step 3: Click on Client Extensions. We can see Site Map Client Extensions record. Click on it to open Sitemap Designer.

Sitemap Client Extensions

Step 4: We can customize the Sitemap as you like using the options provided by the designer.

Drag and Drop feature also available to Add Area or Group or Subarea and can also Reorganize their positions.

You can Add, Cut, Copy, Paste, Clone or Delete the items in Sitemap.

Sitemap Designer

Make sure to Save and Publish the Sitemap for committing the changes made on it.

Note:

To customize the Sitemap, User should have the following security roles,

  1. Create, Read, and Write privileges on the App entity
  2. Create and Read privileges on the Customizations entity
  3. Read and Write privileges on the Solution entity

Start exploring this new feature and have fun.

Dynamics 365 CRM SDK Download link

Arun Potti CRM, CRM 2016, Microsoft Dynamics 365, SdK , , , , , , , , , ,

Download Dynamics 365 CRM SDK from the below link,

Name Size Download Link Description
MicrosoftDynamics365SDK.exe 83.9 MB Click Here Use this SDK for Dynamics 365, Dynamics CRM Online, and Dynamics CRM 2016 (on-premises).

 

How to add/ edit/ remove subjects in CRM?

Arun Potti CRM, crm 2011, CRM 2015, CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics CRM 2016, MS CRM 2013, ms crm 2015 , , ,

Subjects field is a commonly used in Products, Cases, Sales Literature and Articles. Using this, we can organize them in a Tree structure.

Follow the below steps to Add/ Edit/ Remove subjects.

Step 1: Go to Settings -> Business Management -> Subjects

Settings - Subjects - Business Management Setting

Step 2: Select the required Subject. Add/ Edit/ Remove subjects using Common Tasks Area.

In this below screen shot, I have selected Subject Products and added Product 1 and Product 2.

Subject Common Tasks Area

Step 3: Open New Case/ Articles record to see the updated Subjects.

Case Subject