CRM 2015

Microsoft Dynamics CRM Spring ’14 Overview of Unified Service Desk

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Click here to Watch Overview of Unified Service Desk.

Solution : Unable to see Action Messages in Plugin Registration Tool

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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,

  1. Whether Action is Activated or Not. Action is Activated.
  2. In plugin Registration Tool,
    1. Reloaded Organizations &
    2. Refreshed Messages and Steps.

Finally I Closed and Opened Plugin Registration Tool. Then Action Messages listed in Plugin Registration Tool.

Hope it helps.

Set Posts or Activities or Notes as default Tab under Social Panes in Microsoft Dynamics CRM

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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.

Social Pane

Please provide your valuable comments on this article.

Increase number of records per page in MS CRM

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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)

Records Per Page

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.

Microsoft Dynamics CRM 2015 30 days free online trial

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Try it free

Analyze market trends. Redefine sales performance. Create customer loyalty.
All within Microsoft’s trusted cloud.

No payment information. No software installation. Unleash the power of CRM, obligation-free.

1 Sign up through Microsoft Online Services to get 25 licenses and 5 GB of storage – all free for 30 days.
2 Access Microsoft Dynamics CRM online through Microsoft Outlook or your web browser.
3 Use the wizard to easily import your customer data.
4 Find helpful videos, active user communities, and step-by-step guidance to get you up and running quickly!
5 Take the fast track to unlocking your full potential when you combine Microsoft Dynamics CRM with Office 365.

Remember: At any time during your trial you can activate your subscription and keep your data and customizations.

What can I accomplish with my free 30-day trial?

Performance graph Increase sales performance with real-time visibility and pipeline tracking.
Dashboards Drill into data to spot trends and develop insights with dashboards you can personalize.
Customer With the right information, you can resolve customer issues quickly and create loyalty.
Microsoft Outlook Seamlessly manage your CRM within the application you already use—Microsoft Outlook.

Unified Service Desk Package deployer for CRM 2013 / 2015 download

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You can download Unified Service Desk Package deployer and Executable Client file from the below,

Name Size Download Link Description
CRM2015-7.1-USD-PackageDeployer.exe 74.6 MB Click Here USD Package Deployer to install solution components in CRM
UnifiedServiceDesk-amd64.exe 10.5 MB Click Here 64 bit USD client
UnifiedServiceDesk-i386.exe 10.5 MB Click Here 32 bit USD Client

Error: The type or namespace name ‘Xrm’ does not exist in the namespace ‘Microsoft’ using CRM 2015 SDK

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Have a look by clicking the below link to resolve this Error,

http://www.syntaxwarriors.com/2015/using-crm-2015-sdk-gives-error-that-xrm-does-not-exist-in-the-namespace/