Our Toll free number: 1-800-836-5147

CRM Minute – Outlook Filters

We at xRM (www.xrm.com) want to remind our customers of a feature that is easy to overlook in the CRM for Outlook plugin—user filters. Filters allow users to control what exactly gets synchronized between Microsoft Dynamics CRM and Outlook. Below is a “CRM Minute” video to show you where you can control these filters.


Here are some written instructions. Note that these settings can be configured from Outlook or the web client:

Outlook

    1. Click File > CRM.

    2. Click the Synchronize button. Two options should appear. Select “Review Synchronization Settings”.

    3. The Synchronization Settings for Outlook or Exchange window opens.

    4. Click the User Filters tab to manage your own filters.

      Web Client

        1. Click the Settings icon in the upper-right corner (looks like a gear).

        2. Select Options.

        3. Select the Synchronization tab.

        4. Click the Filters link.

        5. The Synchronization Settings for Outlook or Exchange window opens.

        6. Click the User Filters tab to manage your own filters.

          If you like this bite-size lesson, you can find plenty more at our Microsoft Dynamics CRM by xRM YouTube channel. We post tutorials, xRM updates, and more videos for our CRM Minute series. We’ve even bundled these up in a playlist for your enjoyment!

          You can learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          CRM Minute – Additional Languages

          Is your Microsoft Dynamics CRM user base multi-lingual? Our team at xRM (www.xrm.com) certainly falls into this group. At the time of this posting, CRM Online supports 44 languages, all of which can be downloaded and enabled for individual users. This is not a global setting, which means some users can have an interface in English while others have one in Spanish. Watch the brief video below to learn how to download and set a language. Note that you must have administrative privileges to download the language pack, but any end user can then set their own language setting.


          If you like this bite-size lesson, you can find plenty more at our Microsoft Dynamics CRM by xRM YouTube channel. We post tutorials, xRM updates, and more videos for our CRM Minute series. We’ve even bundled these up in a playlist for your enjoyment!

          You can learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          More CRM Online 2015 Update 1 Videos

          Microsoft regularly posts videos pertaining to its Dynamics solutions on the Microsoft Dynamics YouTube channel. Back in March, xRM (www.xrm.com) published a post that bundled some CRM Online Update 1 videos from Microsoft on YouTube since there was no such playlist on the channel. Since then, Microsoft has released 11 new videos that cover Update 1 specifically. Once again, we’ve bundled them together for your convenience. Enjoy!

          Microsoft Dynamics CRM Online 2015 Update 1 – Customizations New Features – Four key topics are covered: UI changes (including theming), the new DateTime attribute behaviors, calculated  and rollup field enhancements, and new query operators.

          Microsoft Dynamics CRM Online 2015 Update 1 – Application New Features – You don’t need to be a developer to greatly configure CRM Online. In this video, learn about process action from a workflow, honoring required steps at the platform level, new features for business process flows, and a new capability that allows business rules to clear field values.

          Microsoft Dynamics CRM Online 2015 Update 1 – CRM Office Integrations New Features – CRM Online integration with Excel has seen some significant improvements. This video highlights points of pain in the integration between Excel and prior versions of CRM Online, it discusses new improvements, and explains how CRM data is translated into Excel.

          Microsoft Dynamics CRM Online 2015 Update 1 – Folder Based Email Tracking New Features – Folder based email tracking opens the door to a number tracking possibilities. The primary goals of this video are to teach you the following: how folder-level tracking works, how to use the feature to track emails quickly, and requirements as well as best practices.

          Microsoft Dynamics CRM 2015 CRM for Phones New Features – This video focuses on changes made to the CRM for Phones app as part of the CRM Online Update 1 release.

          Microsoft Dynamics CRM Online 2015 Update 1 – SharePoint Integration New Features – Server-based SharePoint integration with Microsoft Dynamics CRM was introduced for CRM Online 2013. This feature has now been expanded to on-premises deployments as well. Learn about the benefits of server-based SharePoint integration, plan on how best to move away from the list component (how SharePoint previously integrated with Microsoft Dynamics CRM), and learn what is required to successfully set up a hybrid integration.

          Microsoft Dynamics CRM Online 2015 Update 1 – Yammer Integration New Features – Microsoft is introducing some Yammer integration enhancements with this update.

          Microsoft Dynamics CRM Online 2015 Update 1 – CRM Online Administration New Features – As an administrator, learn how to schedule your CRM Online update and how to prepare for it.

          Installation and Configuration for Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM – This lesson is not exclusive to CRM Online Update 1 deployments, but it is an important lesson with Microsoft Dynamics Marketing becoming an ever more important solution in the Dynamics family. This comprehensive video covers the process of installing and configuring the Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM.

          Microsoft Dynamics CRM Online 2015 Update 1 – CRM SDK New Features – This one is for you developers out there. You can review enhancements made to the CRM Online API.

          CRM Online Update 1 is now available only for CRM Online 2015. It will be made available for on-premises deployments later.

          You can learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          Content Delivery Network for Microsoft Dynamics CRM

          Great news for xRM (www.xrm.com) partner hosted customers—you can leverage a content delivery network (CDN) to help improve the performance of Microsoft Dynamics CRM for your end users. This is especially useful for organizations with users based out of international locations, or even users on the East Coast of the United States.

          For those unfamiliar with a content delivery network, it’s a service that can decrease the download time and improve performance of a website. It is a large system of servers deployed in numerous data centers across the globe. The geographical locations of these datacenters vary by the CDN provider. The idea is to distribute the static content of your website, such as pictures and videos, to locations closer to the people accessing this website. That way, less data needs to travel great distances.

          How do you know if your CRM organization needs a CDN? If your users, especially those located in international locations, are experiencing long load times and poor performance when using Microsoft Dynamics CRM. When users are accessing your xRM hosted Microsoft Dynamics CRM organization from a non-US based location, network latency and congestion adversely affect the overall experience for those users. Internet bottlenecks exist between geographic areas where traffic needs to cross an ocean and between Internet Service Providers’ peering connections.

          Once a CDN is enabled for your Microsoft Dynamics CRM organization, users no longer need to traverse the entire path back to the xRM data center to load all requested data. The CDN has a large presence (130,000 devices across 80 countries) and is a single hop away from 90% of Internet users. It accelerates the connection from the Edge server utilized in the network back to xRM through route optimization, TCP optimization, compression, and content caching. In turn, the xRM servers respond to the closest Edge server, with the data then flowing back to the requesting client via the CDN.

          It boils down to this: Performance improvements when enabling a CDN for Microsoft Dynamics CRM include a 20% increase in speeds for users within the United States and a minimum of a 50% increase for users outside of the US.

          If you are interested in leveraging a CDN for your xRM hosted Microsoft Dynamics CRM organization, please contact us.

          You can learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          Tags: , , , , , ,

          Update Rollup 3 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)

          xRM (www.xrm.com) hosts many versions of Microsoft Dynamics CRM to meet its customers’ various needs, including Microsoft Dynamics CRM 2013 with Service Pack 1 (SP1). We are excited to announce that we will soon be applying Update Rollup 3 to those instances.

          Update Rollup 3 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) officially became available as of Quarter 2, 2015. It introduces fixes to 75 issues, according to the Microsoft knowledge base article (see link below). Additionally, the update contains no hotfixes or updates that must be configured manually.

          If you have CRM Online, and have not opted in to upgrade to the 2015 version, you will effectively remain in the 2013 (SP1) version and should automatically get the equivalent code to Update Rollup 3 when Microsoft deploys it to the CRM Online servers. Note that CRM Online has its own code update stream with updates that are similar to, but not necessarily exactly matching the ones described in the knowledge base articles for on-premises and partner-hosted servers. Microsoft typically does not announce its CRM Online updates unless there’s a major version change, such as 2015.

          Links:

          Knowledge base article: https://support.microsoft.com/en-us/kb/3016464

          Downloads: http://www.microsoft.com/en-us/download/details.aspx?id=46707

          If you like CRM tips, tricks, and tutorials, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          Tags: , , , ,

          Creating Multi-entity Views in Microsoft Dynamics CRM

          Data is more abundant than ever today, but what good is all that data if you have no means of sorting through the influx? One of the goals of xRM (www.xrm.com) when helping clients deploy Microsoft Dynamics CRM is to ensure that they can easily understand their data by displaying it in ways that make sense.

          Business Intelligence (BI) applications are purposed to help people make sense of data. A number of BI applications are available. Microsoft now has its own offering—Microsoft Power BI—which integrates directly with Microsoft Dynamics CRM. One of the benefits of Power BI is the ability to easily create visuals with data from multiple tables. For a brief background on this concept, watch the video, Creating Relationships in Power BI Designer.

          However, did you know that we can do something similar to that in Microsoft Dynamics CRM without a BI application? It’s not even necessary to export to Microsoft Excel. We can accomplish it by combining data from related entities on a single view.

          To illustrate this, let’s find the total estimated revenue of all open Opportunities, organized by City. The initial obstacle is that the City field is not found by default on the Opportunity entity in Microsoft Dynamics CRM. The City field resides on the related customer entity, Account in this example. The estimated revenue is found on the Opportunity. So the data we need exists in two different entities, Accounts and Opportunities.

          Let’s open Advanced Find. The button can be found next to the global search feature in the navigation bar of Microsoft Dynamics CRM 2015.

          Advanced Find requires us to choose an entity to search for. Should we start at the Account or Opportunity entity?

          To answer that question, we need to think about how the entities relate to one another. Each Opportunity record is a child of a parent customer record, an Account in this example. Opportunities can be related to only one Account (N:1) whereas Accounts can have multiple Opportunities related to them (1:N). Advanced Find will only let us grab data from related entities when it is possible to resolve a single record, which can only be done from the perspective of a child record. A child record can only have one parent. Therefore, we need to begin building this view from the Opportunity entity.

          It should be noted that starting from the child record (Opportunity in this example) is not an absolute certainty. A rollup field could be designed and placed on the Account record that calculates all estimated revenue. For the purposes of this example however, we’re assuming this is an unmodified Account entity.

          Let’s design the view now in Advanced Find, starting from the Opportunity entity. We can begin from something like the default Open Opportunities view. From here, we need to click the Edit Columns button in the ribbon, thus opening the Edit Columns dialog.

          Creating Multi-entity Views in Microsoft Dynamics CRM

          We can then click the Add Columns button which opens the aptly named Add Columns window. Notice the Record Type drop-down (pictured below). By default, it’s set to the starting entity, Opportunity in this example. This means we can include attributes of the Opportunity entity as column headings, Est. Revenue being an example. However, we can also change the record type to a related entity and add attributes from related entities as column headings. This simple, yet often overlooked, feature is how we bring data from multiple entities into a single view.

          Creating Multi-entity Views in Microsoft Dynamics CRM

          When we change the Record Type to “Potential Customer (Account)” (see below), the available attributes change to those of the Account entity. We can now check the Address 1: City checkbox to add it to the view. Note that if we were to export the view to a tool such as Excel to plot locations on a map, it might be a good idea to include Address 1: State/Province. That way, Excel would know if we’re referring to Springfield, MA or Springfield, IL.

          Creating Multi-entity Views in Microsoft Dynamics CRM

          We can then move the columns as we see fit using the arrow icons back at the Edit Columns window. When we’re done, we can click the OK button to close the window and return to Advanced Find. Typically, it’s a good idea to click the Results button to make sure the view is to your liking. If it is, we can click the Advanced Find tab in the ribbon, click Save As, and name the view.

          We now have a view that contains data from multiple entities. We can design a chart based on that view that shows us Est. Revenue by City, something we couldn’t do before we designed this view.

          Creating Multi-entity Views in Microsoft Dynamics CRM

          If we wanted to export the data to Excel to take advantage of say the Power Map feature, we can do so in a single export.

          Creating Multi-entity Views in Microsoft Dynamics CRM

          For many clients we at xRM work with, the primary goal of the Microsoft Dynamics CRM deployment is to improve their decision making. Knowing how to extract and display useful data from the database is crucial in achieving this. There are add-ons and third-party applications that can help in this regard. Microsoft Power BI is an example of such an external tool. However, it’s important to have a grasp on the features available to us directly in Microsoft Dynamics CRM. Something as simple as the Advanced Find tool can be extremely powerful in surfacing data vital in making key decisions.

          If you would like to learn more tips, tricks, and tutorials such as this one, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          Tags: , , , , , , ,

          Power BI Dynamics CRM Online Connector

          In February, Microsoft released a new version of the Power BI Designer Preview. If you haven’t heard of Power BI, it’s a business intelligence platform that helps make sense of your data through robust querying and reporting features. If implemented correctly—xRM (www.xrm.com) can help with implementation—your team can make effective decisions more quickly than ever before. The idea is to host these reports on a SharePoint site where members of your team can interact with the data.

          The Power BI Designer Preview is a client that you can download for free and try yourself. This is the tool that allows you to connect to your database, query the relevant data, and design the reports. Up until now, connecting to a CRM Online database was a little tricky. With the latest update, it’s easier than ever.

          From the open Power BI Designer Preview client, click the New Source button in the ribbon.

          Power BI Dynamics CRM Online Connector

          The Get Data window opens. Select Other > Dynamics CRM Online, and then click Connect.

          Power BI Dynamics CRM Online Connector

          You are then prompted to provide the URL for the Dynamics CRM OData service.

          Power BI Dynamics CRM Online Connector

          Where can you find that URL? It’s actually not difficult, and you do not need administrative privileges in CRM Online to find it. In CRM Online, navigate to Settings > Customization > Customizations and click Developer Resources. You are taken to a page that has your organization information. At the bottom is the Organization Data Service section. In it is a link, which is your OData service. You can copy the link, or click it, which opens a new tab. The URL in the address bar of the new tab is your OData link as well. Copy and paste it into the Power BI Designer and then click OK.

          The Power BI Designer will then connect to your database and detect the tables of data in it. You can then select the tables you wish to work with, define your queries, and build your report.

          Power BI Dynamics CRM Online Connector

          If you would like to learn more tips, tricks, and tutorials such as this one, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          CRM Online 2015 Update 1 Videos

          Microsoft recently released some new YouTube videos on its Microsoft Dynamics channel in anticipation of Microsoft Dynamics CRM Online 2015 Update 1. Unfortunately, the videos aren’t collected in a playlist specific only to Update 1 differences. Don’t worry! xRM (www.xrm.com) has organized a subset for you below. Note: Update 1 will be made available only for CRM Online 2015 first and will be made available for on-premises deployments later.

          CRM Online 2015 Update 1 Videos

          New navigation for Microsoft Dynamics CRM Online – Hooray! Navigation is easy again in Update 1. (Readers who used to use version 2011 know what that means.)

          Theming with Microsoft Dynamics CRM Online 2015 Update 1 – Have you ever wanted to change the colors of CRM Online or add your own company logo? Now you can.

          Overview of Mobile Application for Smart Phones for Microsoft Dynamics CRM Online 2015 Update 1 – Access records on the go.

          Extend Dynamics CRM to your Smart Phone with CRM Online 2015 Update 1 – Customize what you can do with CRM Online on your mobile device.

          Microsoft Social Engagement replaces Microsoft Social Listening

          As a Microsoft Partner, xRM (www.xrm.com) received a prerelease copy of an email Microsoft will soon send to existing Microsoft Social Listening (MSL) customers announcing upcoming changes as part of the Spring Wave 2015.

          Here are a few important snippets:

          “Social Engagement will replace your existing Microsoft Social Listening solution”

          “General availability of Social Engagement 2015 Update 1 is scheduled in early April”

          “check out the Getready page to learn more”

          It also goes on to list some of the improvements in Microsoft Social Engagement over Microsoft Social Listening (condensed below). Look for the email soon for the rest of the details.

          • User Interface (UI): Completely redesigned UI for a simplified user experience
          • Social Analytics: new visualizations, such as phrase clouds, top fans, top critics, and top hashtags
          • Social Center: Contains user-specific, configurable and shareable streams in vertical columns displaying social posts as they come in. Supported actions include:

            • Internal actions: Assigning a post to a user and also applying a status label
            • External actions: Responding natively from within each stream
          • Social Profiles: You can now add authenticated Twitter and Facebook accounts

          • · Search Topic Set-up: define rules by the following criteria: keyword, Facebook page, and Twitter handle

          There’s nothing in the email or online that mentions a change in price, so it looks like MSL customers will just automatically be delivered a better product in April, including the anticipated Twitter and Facebook integrations. Nice!

          Tags: , , , , ,

          Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)

          xRM (www.xrm.com) hosts many versions of Microsoft Dynamics CRM to meet its customers’ various needs, including Microsoft Dynamics CRM 2013 with Service Pack 1 (SP1). We will soon be applying Update Rollup 2 to those instances.

          Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) was originally announced in a pre-release article in November, 2014. It’s finally available in February 2015, and it was worth the wait. It fixes many issues; the Microsoft knowledge base article lists 153 (see link below).

          If you have CRM Online, and have not opted in to upgrade to the 2015 version, you will effectively remain in the 2013 (SP1) version and should automatically get the equivalent code to Update Rollup 2 when Microsoft deploys it to the CRM Online servers. Note that CRM Online has its own code update stream with updates that are similar to, but not necessarily exactly matching the ones described in the knowledge base articles for on-premises and partner-hosted servers. Microsoft typically does not announce its CRM Online updates unless there’s a major version change, such as 2015.

          Links

          If you like CRM tips, tricks, and tutorials, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

          Tags: , , ,

          Copyright © 1997-2013 xRM.com