Parent Accounts and Sub-Accounts in CRM Online

You may have noticed the Parent Account field in the Account form in Microsoft Dynamics CRM Online 2011. That’s there so we can make our database reflect when one of our Accounts has a real-world relationship with another. For example, if one Account represents a division of a larger organization, which we also keep as a separate Account. 

When one or more Sub-Accounts are related to one Parent Account in Microsoft CRM, all activities and history for the Sub-Accounts are “rolled up” to the Parent Account. That means, when you are looking at the history of the Parent Account, CRM Online also displays the history of the attached Sub-Accounts. This provides a more complete picture of the interactions between the various records in your system, helping your business to understand your customers so that you can tailor your sales, marketing, and customer service efforts accordingly.

In this walkthrough, we create a parental relationship between two sample Accounts called “Best o’ Things” and “Child o’ Things”.

This task can be performed by users with any of the default security roles in Microsoft CRM Online.

Open the Account that will be related as the Sub-Account. In this example, we navigate to Accounts in the Sales module (see below), and open the “Child o’ Things” Account by double-clicking it.

When the Account record opens (see below), click the lookup icon in the Parent Account field.

In the Look Up Record dialog (see below), to designate the Parent Account, check the corresponding box and click OK.

The dialog closes automatically, returning you to the Account form (see below). Notice in the Parent Account field, that “Best o’ Things” is now related as the Parent Account of this Account.

When you open the Best o’ Things Account, notice that Child o’ Things is the Sub-Account.

Relating records by establishing Parent Accounts and Sub-Accounts is a simple, yet important functionality. If you are interested in learning more about the extensive capabilities of CRM Online, xRM.com invites you to join our CRM Success Portal. There you will find numerous Microsoft CRM tutorial videos that will improve your CRM Online skillset.

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Sneak Peek at Microsoft Dynamics CRM Q2 2012 Update

The next major Microsoft Dynamics CRM Online 2011 Service Update was named “CRM Anywhere” by Microsoft Dynamics CRM G.M. Dennis Michalis in a blog post earlier this February. CRM Anywhere is due for release in the second quarter (Q2) of 2012, and several new features are planned.

Enhanced mobile access is coming to CRM Online through the release of a new product, Microsoft Dynamics CRM Mobile. Microsoft provides owners of smart phones clients that run natively on their mobile devices and interact with the Microsoft Dynamics CRM Mobile service that provides access to Microsoft Dynamics CRM data. Clients are available for the most popular smartphones and tablets including Android, iPhone, iPad, Blackberry, and Windows Mobile 7 devices. CRM Mobile includes an offline mode, so users can still access vital data when there is a lack of internet connectivity.

The Q2 2012 update includes multi-browser support for Mozilla Firefox Version 6+, Apple Safari Version 5.1.1+, and Google Chrome Version 13+.

Mobility and browser updates aren’t the only thing coming in the Q2 2012 update, a new read-only type of form is being added to Microsoft Dynamics CRM, the “Rapid View” form. Users who tend to quickly review many individual records while making specific changes only when necessary should find this especially useful, because read-only forms load more quickly than editable forms. A one-click button exists on the read-only form that lets the user switch to an editable form if they need to make a change.

Although Activity Feeds were added in the last service update released by Microsoft, they are still being improved. You’ll now be able to “Like” and “Unlike” posts in your activity feed. New filtering options have been added that let you fine-tune what appears in your Activity Feed.

Microsoft is introducing another completely new feature, Industry Solution Templates. When imported, an Industry Solution Template enhances Microsoft Dynamics CRM with a set of customizations that adapt it to a specific industry archetype. The first Templates being released include ones designed for non-profit organizations, health-plan sales, insurance sales, and wealth management organizations.

Microsoft Dynamics CRM exclusively uses Microsoft SQL Server as its database provider. Support for Microsoft SQL Server 2012 is added in the Q2 2012 update.

The Microsoft Data Centers that provide CRM Online 2011 to users around the world have been granted several new certifications, establishing that Microsoft follows industry standard best practices in cloud computing. The Microsoft Data Center and Microsoft Dynamics CRM Online Service have been granted the following certifications: ISO 27001, SAS70 Type II, Sarbanes-Oxley, Safe harbor, SSAE 16 SOC1 (Type II), Data Processing Agreement (DPA), EU Model Clauses, and Business Associates Agreement.

Developers will soon be able to build custom activity assemblies using the Microsoft .NET Framework for Microsoft Dynamics CRM with the release of the Q2 2012 update. These assemblies can then be deployed as part of a Microsoft Dynamics CRM Online 2011 customization.

Last but not least, a few enhancements are being added to the Portal Framework of CRM Online 2011, such as enabling more authentication options through providers such as Facebook, Google, Yahoo, Windows Live ID, and ADFS 2.0. Portals also now support the use of Office 365.

The exact release date of the update is currently unknown, and Microsoft may still add or remove features. We’ll post a final summary about the update when it’s released and any relevant instructions to updating the Microsoft Dynamics CRM for Microsoft Office Outlook client here at our xRM blog for Microsoft Dynamics CRM.

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Sharing Charts in CRM Online

There is a good chance that your colleagues can benefit from the Charts you create in Microsoft Dynamics CRM Online 2011. Instead of relaying the steps you took to create a Chart, you can Share it with other Users and Teams thanks to the Share functionality in CRM Online.

In this walkthrough, we are going to Share a custom Chart with two other CRM Online Users.

This task can be performed by Users with any of the default Security Roles in Microsoft CRM Online.

1. Navigate to the record type covered by the Chart that you wish to Share. In this example, we are sharing a custom bar chart that displays Accounts by state. To get to Accounts, navigate to the Sales module, and then click Accounts (see below). In the Charts tab of the ribbon, open the drop-down menu under the Chart Pane button, and then click Right. This allows you to view Charts in the right pane of your window.

2. Once the chart pane opens (see below), select the Chart you wish to Share using the drop-down menu at the top of the chart pane. (We selected the custom Chart, “Accounts by State” in our example. Your choices will be different.) Next, click Share in the Charts tab of the ribbon.

 

3. The Who Would You Like To Share The Selected User Chart With? dialog appears (see below). Click Add User/Team.

4. The Look Up Records dialog appears (see below). Use the Look for field, the View field, and the Search field to look up the Users or Teams with whom you wish to Share the Chart. Check the boxes next to their names. Then click the Add button and click OK.

5. You will then return to the Who Would You Like To Share The Selected User Chart With? dialog. This is where you specify which permissions to give each User or Team by using the checkboxes. When you are done, click OK.

The Chart is now accessable to these Users and will appear in their chart list.

xRM.com is committed to helping you fully leverage your CRM Online solution. If you are interested in more tips and walkthroughs that will further improve your fluency in CRM Online, we welcome you to sign up for the CRM Success Portal by xRM.com to view numerous tutorial videos.

 

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¿Habla usted español? Translating CRM Online 2011 Customizations to Other Languages

In our last two posts, we examined how Microsoft Dynamics CRM Online 2011 supports multiple languages. We explained that the base language is the language chosen during CRM Online 2011 implementation and that additional languages can be enabled by a System Administrator. We then showed that users can choose their personal display languages from the enabled languages.

In this post, we cover how languages work with customizations.

Customizations must be created in the base language. Once created, their textual elements can be translated. That includes entity display names, field labels, etc. There are four steps to translation: export the text, translate the text, import the text, and publish the customizations. We’ll walk through the process below.

You will need to have a Security Role of System Administrator or System Customizer or equivalent privileges to export or import translations.

Navigate to Settings > Customization (see below) and click Customize the System.

The Solution: Default Solution window opens (see below). Click Export Translations. Please note: This export file will be large. As an alternative, for a smaller file, you could bundle just the entities you wanted to translate into a new Solution and export the text from that Solution instead, but that’s beyond the depth of this walkthrough.

 

A Message from webpage opens (see below), stating that Exporting customized labels for translation can take several minutes. Click OK when you are ready to export.

You will be prompted to save the file. The prompt will differ depending on your browser version (see an example below). Save the file in an appropriate location.

 

The file is a .zip file that you can extract and open in Microsoft Office Excel to make the edits. You may be able to translate the text yourself, or you could send it to a linguistic expert, translation agency, or localization firm.

Once you have completed the translation, .zip the file up again and import it into CRM Online.

Navigate to Settings > Customization (see below) and click Customize the System.

 

Te Solution: Default Solution window opens (see below). Click Import Translations

 

The Import Translated Text dialog opens (see below). Click the Browse… button and locate the translated .zip file. Click Import.

Your translations are imported automatically (see below).

The window refreshes and states Translations successfully imported. Click Close

Our focus returns to the Solution: Default Solution window (see below). Click Publish All Customizations to finalize the translation customization.

Warning: Publish All Customizations really means “All”. That includes customizations other System Customizers may be working on. If you are not the only one doing any customization, a safer method might be to open each of the components for which you provided translation text, such as entities, and click “Publish” instead. Companies that do a lot of customization sometimes designate one user as the “build master” who is responsible for publishing customizations by everyone else. This helps with “source control” or “change control”.

To verify that your published translations appear properly, change your display language to match the language of your translations by following the steps in our previous article, “¿Habla usted español? Enable additional languages in CRM”.

xRM.com specializes in CRM Online 2011 and Microsoft Windows hosting. Read more about xRM, a Microsoft CRM Partner today.

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Microsoft Dynamics CRM 2011 Update Rollup 6

Update Rollup 6 is available for Microsoft Dynamics CRM 2011. It can be downloaded from the Microsoft Download Center or updated through Windows Update. This update is available for all languages supported by Microsoft Dynamics CRM 2011. Update Rollup 6 includes all fixes from Update Rollup 1 through to Update Rollup 5. It is available in 32-bit and 64-bit versions.

Components affected:
Microsoft Dynamics CRM 2011 Server
Microsoft Dynamics CRM 2011 E-mail Router
Microsoft Dynamics CRM 2011 Language Packs
Microsoft Dynamics CRM 2011 for Microsoft Office Outlook

Prerequisites: You must have Microsoft Dynamics CRM 2011 build 5.0.9688.583 installed to apply this update rollup.

Important Note: Update Rollup 6 for Microsoft Dynamics CRM 2011 cannot be removed. You should back up your databases before you install this update.

Links:
Microsoft Support: Update Rollup 6 for Microsoft Dynamics CRM 2011 is available
Microsoft Download Center: Update Rollup 6 for Microsoft Dynamics CRM 2011 (KB 2600640)

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¿Habla usted español? Install an additional language pack for CRM Online 2011 for Microsoft Outlook

In a previous post, we took a dive into how languages are handled by Microsoft Dynamics CRM Online 2011. We showed you how a System Administrator can enable an additional language in CRM Online 2011, and then we showed you how an individual user can choose that enabled language as their personal display language. That took care of anyone using CRM Online via a web browser.

What should users do if they use the Microsoft CRM Online 2011 for Microsoft Office Outlook client? One more step is needed. Each Outlook user will need to download the language pack locally on their own computer since the Outlook client runs locally too. Microsoft hosts many additional Microsoft Dynamics CRM Language pack downloads, and we’ll walk you through installing one of them below.

First, you’ll need to open the Microsoft Dynamics CRM Language pack page. (If you are asked to sign in to Windows Live, you can use the same Windows Live ID you use to sign in to CRM Online.) When the page opens (see below), use the drop-down menu next to Change Language: to choose the display language you want to install, such as “Spanish”, and click one of the Download buttons. If you’re a 32-bit user, download “CRM2011-Mui_ENU-i386.exe”. If you’re a 64-bit user, download “CRM2011-Mui-ENU-amd64.exe”. Save the file to your desktop temporarily when prompted.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

Run the file you just saved on your desktop by double-clicking it. The Programa De Instalacion de Paquete de idioma de Microsoft Dynamics CRM 2011 (the Microsoft Dynamics CRM 2011 Spanish Language Pack Installation) application opens (see below) and begins automatically installing the Spanish language pack.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

The window refreshes (see below) and now displays Instalacion completa (installation complete).Click Finalizar (Finish) to close the window.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

Now that we have installed the additional language pack, all that’s left is to set a display language preference. From within Microsoft Office Outlook, open the File Menu, navigate to CRM, and click Options.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

The Set Personal Options window opens. Click on the Languages tab, and change the User Interface Language and Help Language drop-down menus to reflect your language of choice, “Spanish” in our example, and then click OK.

Note: Be sure to follow the steps in the previous article first. A language will not appear in the drop-down menu below unless it is enabled in CRM Online by a System Administrator, even if you install the language pack locally for Outlook.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

After a quick refresh, the main page will load in your display language of choice (see below).

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

That covers it for managing the display languages of your users. What we haven’t covered yet is how CRM Online 2011 and additional languages work in Microsoft Dynamics CRM Online configuration and customization. We’ll cover that in the next article of this series published on the xRM.com blog. Until then, hasta luego!

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