ms crm 2015

How to create personal views in CRM?

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

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

Advanced Find Filter Criteria

Step 3: Now I want to add Est.Value Column in the Results View.

  1. Click on Edit Columns.
  2. Click on Add Columns.

Edit Columns

3. Select Est. Value. click on OK.

Add Columns

Click on OK.

Step 4: Click on Results.

Results

Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.

Results View

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.

Save Personal View

Step 7: Give some proper Name and Description to this Personal View and Save.

Save As Personal View

Step 8: This Personal View is available to see in 2 different places.

  1. Go to Microsoft Dynamics CRM -> Sales -> Leads and Select Views under Lead’s Home Page Grid. Under My Views, we can see all Personal Views.

Lead Home Page Grid

2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.

Saved Views

We can see all Saved Views belongs to Lead Entity.

Active Saved Views

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How to get GUID of the record in CRM Online?

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

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

EMAIL A LINK

Method 2:

Open the required record, and click on Pop Out Symbol.

Pop Out

The Record will be opened in a new Tab/ Window.

Record GUID will be identified in the URL as shown below,

Pop Out - 1

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,

  1. Open CRM Page in Google Chrome. Will create a Bookmark for the CRM Page. Click on Star Icon as shown below.
  2. Give Name for the Bookmark.
  3. Click on Edit.

Book Mark

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.

Edit Book Mark

5. Click on Bookmark, you created “CRM Record GUID“. Pop Up will be displayed with CRM Record Id of the Record you opened.

Js Record Id

Method 3 information is from Blog CRMBlocks.

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

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

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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.

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Unified Service Desk 2016 download available for CRM 2013 / 15 / 16

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

You can download Unified Service Desk 2016 Package Deployer and Executable Clients file from the below,

Name Size Download Link Description
CRM2016-8.0-USD-PackageDeployer.exe 76.5 MB Click here USD Package Deployer to install solution components in CRM
CRM2016-USD-amd64.exe 84.9 MB Click here 64 bit USD client
CRM2016-USD-i386.exe 84.9 MB Click here 32 bit USD Client

User does not have privilege to act on behalf another user

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

Got the below issue when trying to create a custom entity record with custom Security role,

Error:
User does not have privilege to act on behalf another user

Act on Behalf another user

Resolution:

Given Privilege, Act on Behalf of Another User Under Business Management in custom security role.

Resolution Act on behalf another user

Microsoft Dynamics CRM 2015 SDK & UII Download Links

Arun Potti CRM 2015, ms crm 2015, unified service desk , , , , , , , , ,

Download Microsoft Dynamics CRM 2015 SDK & UII from the below links,

Name Size Download Link Description
MicrosoftDynamicsCRM2015SDK.exe 83.6 MB Click Here Microsoft Dynamics CRM 2015 Software Development Kit (SDK)
MicrosoftDynamicsCRM2015UII.exe 56.6 MB Click Here User Interface Integration (UII) solution framework, which includes a deployment guide, development guide and api reference for Unified Service Desk.