Microsoft Dynamics CRM 2016
How to get GUID of the record in CRM Online?
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,
- Open CRM Page in Google Chrome. Will create a Bookmark for the CRM Page. Click on Star Icon as shown below.
- Give Name for the Bookmark.
- Click on Edit.
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.
OneDrive for Business Privilege in CRM
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.
Enable OneDrive for Business in CRM 2016 Online
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,
- Go to Office 365 Admin Page (https://portal.office.com/myapps).
- Click on OneDrive.
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
- Click on Enable OneDrive for Business
- Select Enable OneDrive for Business.
- Click on OK.
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,
- Click on Upload
- Choose File and give some Sample File to test.
- Select OneDrive under CRM Folder.
- Click on OK to upload the File associated with your Account record in OneDrive.
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.
Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide
Click here to download Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide.
Microsoft Dynamics CRM 2016 Online – Interactive Service Hub
Once you launch CRM 2016 Online, you can see Interactive service hub Notification.
Click on Experience it now, to launch Interactive service hub.
Experience the new Service feature in CRM Online 2016.
Microsoft Dynamics CRM 2016 Online Update available
Experience Microsoft Dynamics CRM 2016 Online features.
Click here to Start CRM Online Self Trial for 30-days free.
Microsoft Dynamics CRM 2016 Release Preview Guide
