Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online can be intimidating to new users. It is such a powerful platform with a plethora of features that getting newcomers to adopt it can sometimes be an uphill battle.

Collaboration is a key ally for battling this resistance. Getting every single user to a high level of proficiency with the system immediately is unrealistic. However, getting a smaller number of users to a higher skill level, let’s call them “power users”, can be extremely beneficial.

Power Users Rule

In the early phases of training, we at xRM to emphasize simple shortcuts and features that will make a user’s life a little easier. Power users can make use of these shortcuts and lesser-known features, share them with their coworkers, all without ever needing administrative credentials. This helps those end users who may be reluctant to adopt CRM Online to see how much time they can save and can even get them excited about working with the system.

One of the features we love is the Share charm that can be found in a couple of different places. We’ll look at how to use the Share feature in a sales pipeline first.

Making Sense of the Noise

Oftentimes a complete list of your CRM data can be overwhelming. How do we know which opportunities to target without opening each one?

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

That’s precisely why CRM Online has features such as views and charts—they help to cut through the noise. But we don’t need to rely on all of our end users to know how to create their own views and charts right off the bat. A power user can create and share them with the necessary team members.

Step 1

We’ll start by creating a new view using Advanced Find. It should be noted that a system administrator could create a system view that is available to all users that have access to the given entity, opportunities in this example. However, sharing personal views can be done by anyone. Advanced Find can be found by clicking the button to the right of the global search feature in the top-right corner of the browser.

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Step 2

Once the Advanced Find window opens, we specify the criteria for our view. We want something that helps users prioritize top opportunities that are expected to close in the near future. Below is an example of a view that filters opportunities down to open records with an estimated close date in the next three weeks, with an estimated revenue equal to or greater than $10,000. Now, it’s time to share this view with a team member. We can click on the Saved Views button in the ribbon of the Advanced Find window.

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Step 3

We should then see a list of all of our shared views. We can select the one we’d like to share, and then click the Share button in the ribbon.

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Step 4

The Share saved view button opens. Just click on Add User/Team and search for users or teams to share this view with, and then specify the permissions we want to grant them. In this example we are sharing our view with Jane Doe, and we’re giving her permissions to open and share this view with other users. We can share this view with multiple users or teams at once if we so choose.

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Step 5

Once the Share button is clicked, the user will find the view listed in their personal views. Just click the dropdown arrow on your View and scroll to the bottom section of “My Views”.

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Share Charts Too

Sharing charts works very similarly. Notice below that I’ve already created a personal chart called, “Est. Revenue by Est. Close Date”. It’s broken down by opportunity rating. It can be accessed by clicking on the chart bar on the far right side of the browser window. We can click the More Commands button, which looks like an ellipsis (three dots), and then click the Share button.

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

We are then given the same ability to choose which users and teams we’d like to share this chart with, and which permissions we’d like to give them.

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Views and Charts Help You Zero in on What Matters

Once we’ve shared these tools, users can easily cut through the noise of the data and zero in on the opportunities that they should prioritize. This is how we help users see the value of CRM Online, and drive user adoption.

If you would like to learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal, a library of over 400 educational Dynamics CRM videos.

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Query Relational Operator “Gotcha”

As a robust relational-database platform, Microsoft Dynamics CRM Online offers numerous tools to sift through data. The Advanced Find tool is arguably the most robust as it allows users to create ad-hoc queries that can be saved and shared with other users. At xRM (www.xrm.com), Advanced Find is often one of the first things we train our customers how to use, because its concepts can be applied to so many areas in CRM Online.

This is not a post about how to use Advanced Find. Instead, this is a warning about one of the key query relational operators in Advanced Find. Knowing this tip can prevent you from overlooking crucial data or designing a faulty Workflow by mistake.

First, you may be asking, “What is a query relational operator?” In layman’s terms, it is the middle portion of a criterion in a query in CRM Online.

Query Relational Operator Gotcha

In a query, such as the one in the screenshot above, users specify the field on which they’d like to filter, the query relational operator, and then specify the parameters of the filter. Using the screenshot above, the query reads,” Show me all Accounts whose Account Name fields have a value that Begins With the letter ‘A‘ or ‘a’.” The available query relational operators change based on the field type. For example, a Date and Time field will present options such as “Before” or “Last X Months”. The query relational operator we’d like to focus on is the “Contains” operator.

CRM Online users learn early on that when searching for records using the quick find bar, the asterisk, commonly referred to as the “wildcard” character, can be their best friend. If when searching for an Account called “Some Sample Company “, a user enters the phrase “sample”, they will not get the Account record they want. If they use the phrase “*sample” (note the asterisk) they will get Some Sample Company in the results.

CRM Online searches based on character order. Since the first search in this example didn’t begin with the word “some” CRM Online didn’t see it as a match. The wildcard tells CRM Online to search the whole string to find a match, much like one would assume a Contains operator clause would behave.

Now we’ve arrived at our “gotcha”. If a user were to write an Advanced Find query like the one seen below, they would not get Some Sample Company in their search results. But why?

Query Relational Operator Gotcha

Because the Contains operator is already acting like a wildcard. The Advanced Find we just wrote above is literally telling CRM Online to search for an Account record that has an asterisk followed by the word “sample” in its name. Users unaware of this often get frustrated when they don’t see the results they are expecting. More dangerously, it can lead to users overlooking key data and making ill-informed decisions.

Workflows, which are automated background processes, commonly use these kinds of queries to trigger automated actions. Perhaps it’s necessary to automatically assign all Account records that contain the word “sample” in their name to a specific user. If the person who designed the workflow used an asterisk, CRM Online would fail to recognize Accounts it should be automatically assigning.

CRM Online is a powerful solution that is capable of meeting the needs of complex organizations and their data. Little oversights such as this one can have potentially harmful ramifications. Don’t be afraid to seek the assistance of CRM Online professionals at xRM to learn how to avoid pitfalls like this one.

If you would like to 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.

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Modifying Global Search in CRM Online

A Microsoft Dynamics CRM Online instance can amass quite a complex database over time as users continue to input data. It’s important for users to be able to find their data quickly later. CRM Online has seen improvements in its search capabilities over the years, especially with the introduction of the Global Search feature in CRM Online 2015. Global Search is different from Advanced Find. Often seen as a sort of “CRM search engine” by end users, its functionality can be misunderstood. We at xRM (www.xrm.com) receive questions from our clients about the search results of their respective organizations being less than ideal. This is because Global Search hasn’t been optimized yet for their individual needs.

It’s important to understand that while Global Search is the closest thing there is to a “CRM search engine,” it does not search against everything in a CRM Online database. It is however, a powerful tool that allows user to query across multiple entities at once.

CRM Online administrators should take a few simple steps to optimize Global Search for their businesses.

Let’s use a common scenario to highlight some key settings. Pretend we’ve added a custom entity called “Project” to our CRM Online organization. We as the System Administrator want users to be able to search for Project records using Global Search. The first thing we have to do is tell the system to query against Project records when users enter a global search. Navigate to Settings > Administration > System Settings. The System Settings window then opens. In the General tab, under the Set up Quick Find area, we see two options.

Modifying Global Search in CRM Online

We want to click the Select… button next to the Select entities for search option. This opens the Select Entities window. We can then choose the entities we want Global Search to examine by adding them to the Selected Entities column, up to a maximum of ten. By default, eight are selected and the admin can remove any they choose. In this example, we’ll add Project as a selected entity. We can also move the items in the list up or down to set the order in which the results are displayed. When we’ve made the desired adjustments, we can click OK to close the Select Entities window, and OK again to close the System Settings window.

Modifying Global Search in CRM Online

We also need to configure which attributes of our custom Project entity Global Search examines when searching. In this example, there are three fields that we want users to be able to query against to find Projects: Customer, Project Stage, and Deployment Date. To do this, we need to add these fields as Find Columns for the Project entity. We want to navigate to Settings > Customizations > Customize the System. We then drill down into the Project entity (or whichever entity you would like to modify) and select Views. The view we want to open is the “Quick Find…” for the entity in question.

Modifying Global Search in CRM Online

In the View window, notice that there are Add View Columns and Add Find Columns options.

Add View Columns controls which columns display in quick search results for the given entity. It also controls what displays in Global Search results. Each result in Global Search is displayed in a tile. Each tile shows three fields for each record. It’s the first three columns of the Quick Find view that dictate the fields displayed in the tiles of the Global Search results.

The Add Find Columns option is what designates fields as searchable. Using the screenshot above, unless we add Customer (a lookup field to the Account entity) as a find column, Projects will not display as results in Global Search when we search for an Account name. It is not enough that Customer is listed as a view column.

Once we have selected the necessary find columns and set the view columns, we can click Save and Close. We have to publish our customizations before the changes go into effect.

Modifying Global Search in CRM Online

Now when we run a Global Search by entering a portion of the name of an Account record, we will get Projects related to that Account in the results.

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.

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Measuring Repeat Business in CRM Online

As CRM Online consultants at xRM (www.xrm.com), we listen to the needs of our clients and then make their vision a reality. This goes beyond implementing requests verbatim. It is important to take in the requirements, understand the driving factors behind them, and deliver a solution that meets the objectives beyond the explicit request of the client.

Recently a client expressed a need to differentiate revenue between first-time and repeat customers. Technically, a simple option set would accomplish this. The requested label of the field was “Client Type,” and the options were simply “New” and “Existing.” However, this solution would lead to less-than-reliable data as it would require user input to set the value. The client was concerned that in adopting a new CRM platform, users would often forget or not have time to verify whether the opportunity was new or repeat business. Fortunately, we settled on a simple way to systematically track repeat business by using a custom rollup field and a workflow.

For those of you uninitiated, a rollup field calculates an aggregate value computed over the child records related to a parent record. In this example, we use a rollup field to count the number of won opportunities related to an account. The process is quite simple.

From the entity in question, Account in this scenario, create a new field. (See below.) In the Type section, select “Whole Number” as the Data Type and “Rollup” as the Field Type. Next, click the Edit button.

Note that once you click the Edit button, CRM Online creates the field and the Data Type field can no longer be modified.

Measuring Repeat Business in CRM Online

The Rollup Field window opens. (See below.) In the RELATED ENTITY section, we choose the entity on which we want to perform the calculation, “Opportunities (Account)” in this example, which means any Opportunity records related to the Account record that has the rollup field. Next, we can optionally specify any filters. In this situation, we define an existing customer as any Account with one or more won opportunities. Therefore, we filter the Opportunities with “If Status equals ‘Won’”. Lastly, we set the aggregation, which will count the number of Opportunities that pass the filter, and then we click Save and Close.

Measuring Repeat Business in CRM Online

It’s important to understand that rollup fields operate on an asynchronous process, and the roll-up is performed every hour. A rollup calculation can be manually triggered by clicking the refresh icon in the actual rollup field on the form.

For testing purposes, it can be good to place the newly created field on the form somewhere to verify that it is calculating correctly. However, the field does not need to be present on any form for the Workflow that we will design shortly to function properly.

Before we can create the workflow, we need the “Client Type” field to exist. The customer in this example wanted the field to reside on the Opportunity entity. This is a simple option set where the values are “New” and “Existing”.

Once the necessary fields are in place, we can design the Workflow. This workflow is triggered whenever a new Opportunity record is created.

The first step is a Check Condition that checks if the Parent Account of the Opportunity has a Won Opportunities value greater than zero.

Measuring Repeat Business in CRM Online

If the Won Opportunities is greater than zero, then the workflow updates the Client Type to “Existing”. Otherwise, the Client Type is set to “New”.

Measuring Repeat Business in CRM Online

This workflow takes the human error component out of properly categorizing repeat business per these specifications. There is not only one way to design this workflow. The requirements of the scenario should dictate how the workflow should be written. What defines a repeat customer? Is there more than one way to establish a customer in CRM Online than with a won Opportunity? What other kinds of automation can be implemented from this logic? These are all important questions that need to be answered. As expert CRM Online consultants, xRM can help you achieve the optimal solutions.

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.

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Option Set vs. Two Options in CRM Online

When creating custom fields in Microsoft Dynamics CRM Online, the most important step isn’t the field name, nor the placement on the form. The most important part of creating a custom field is selecting the correct data type. As CRM Online consultants at xRM (www.xrm.com), we work with clients in analyzing their data to ensure that the fields in which their data is entered are set up for optimal scalability and reporting capabilities.

In this post, we want to focus on two specific data types with similar sounding names but different uses: Option Set and Two Options. The former is a field that houses a predefined set of Options, sometimes referred to as a picklist or drop-down menu. The latter is quite simply a binary input.

One example of an Option Set could be a list of 50 Options representing the states of the USA. Such an Option Set is great for reporting because it prevents users from inputting inconsistent values intended to mean the same thing, compromising the data integrity. For example, three users could input the state in three different California addresses differently: “CA,” “Cali,” and “California”. This would become disastrous for reporting. Say a user were to run a report that asked, “Show me all accounts that are located in ‘CA.’” Accounts whose addresses had been recorded as “Cali” or “California” would not be returned as results, thus reporting a faulty number.

Two Options fields on the other hand can only house two inputs. By default, the values are “Yes” and “No,” though they can be modified. Two Options fields can also be rendered as radio buttons, a list, or a check box.

There we have it—two different data types for two very distinct purposes, right? Actually, in scenarios where the input seems to be only two values, it might not always be clear which data type to use.

A common mistake we see is administrators creating a Two Options field to collect data that seems like it only has two values but really needs three. Why is this a mistake? Let’s pretend the question is, “Do you like vegetables?” While this is a “yes” or “no” answer, configuring the attribute as a Two Options data type and displaying the field as a checkbox on the form means the input already has a default value, either checked or unchecked, yes or no. That would imply we’ve already asked the question and recorded the response. If the default is “No,” we assume no one likes vegetables until they indicate the affirmative. It also becomes impossible to know which records have indeed answered the question, since neither “yes” nor “no” means “unanswered”.

An Option Set allows administrators to create a field that has no default value and can still provide the user two options to choose from as input. In reality, no default selection means there is an additional (empty) input, which becomes the default. Such a field makes it clear which records have indeed indicated a response to either question we posed previously, because if the field is empty, it means the user hasn’t made a choice. If we also set the field as required on the form, we can force the user to make a purposeful choice, because a form cannot be saved while a required field is empty.

It may seem silly or superfluous to dwell on what appears to be a minute detail. But understand that once a data type has been specified for an attribute, it cannot be changed. To resolve a change from a Two Options field to an Option Set would require creating a new custom field, migrating previous values (if you deem them still reliable) to the new field, and updating any views, charts, dashboards, reports, workflows, mappings or other features that depended on the old field. That’s quite an effort to correct a mistake that seemed minute initially.

It’s very important to have an understanding of the purpose of a field before designing it. What questions will it answer? What workflows will it trigger? These are questions that xRM can help you answer if you need such assistance.

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.

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Editing Multiple Records in CRM Online with Excel Online

Editing multiple records in Microsoft Dynamics CRM at once hasn’t always been the easiest of tasks. It’s a common request of our developers at xRM (www.xrm.com) to find ways to update existing data without third-party solutions. Bulk editing has always been supported, but every included record had to take the same new value. If you wanted to make non-uniform changes, this required exporting records to an Excel spreadsheet that was capable of being reimported back into the system using a template. Previously, the template was often finicky, making the process frustrating at times. Fortunately, CRM Online Update 1 introduced a welcome new feature: Open in Excel Online.

This feature is often billed as a means of performing ad-hoc analysis—take a look at this Microsoft Dynamics CRM Help & Training page—rather than an editable grid. Clients of ours at xRM oftentimes don’t even notice the feature, let alone know it can be used an import tool. However, Open in Excel Online can be a tremendous timesaver. The key is to know how to use it. Please note that this task requires an Office 365 license.

Let’s use an example of updating Account records in CRM Online. We have a set of Accounts that have the state in their address entered inconsistently or incorrectly. This can lead to inaccurate reporting and unreliable search results, among other issues.

Editing Multiple Records in CRM Online with Excel Online

If we want to update these we can click the Export to Excel button in the command bar, and then click Open in Excel Online. However, if we want to make other modifications to the data we need to make sure that all of the fields that need to be modified are represented as column headings in the view. For example, if we want to edit the cities and change ownership of these accounts we need to add Address 1: City and Owner as columns before exporting to Excel Online. This can be easily done by using the Advanced Find feature, found in the upper, right-hand corner of the browser.

Editing Multiple Records in CRM Online with Excel Online

In the Advanced Find window, we click Edit Columns in the ribbon. In the Edit Columns window that opens, we click Add Columns, select the fields we want to update, and then click the OK button. We should see a preview of the columns you have selected and click OK once again. Back at the Advanced Find window, we must be sure to save our changes before closing the window.

We should now be back at our view with the newly added columns. If they aren’t visible, we can always refresh the web browser and the changes should take effect. We are now ready to click Export to Excel, and then select Open in Excel Online. The browser will refresh, and the CRM records will be rendered as rows in an Excel spreadsheet. We can now update the data inline as if we were updating any normal Excel data, by clicking a cell and typing. We can even use Find and Replace, Copy and Paste, or other Excel editing functions as needed. As we update records, we want to be sure that we are following the data type of the respective fields. For example, we don’t want to enter “Fifty Dollars” into a field that tracks currency. The correct entry in that example would be “$50.00”.

Editing Multiple Records in CRM Online with Excel Online

As you can see in the image above, we’ve updated our records and even assigned some accounts a new owner. For the reassignment to be successful, it’s important for the name in the Owner column to match the exact spelling as the name of the User record in CRM Online. I know that Liz’s name is spelled correctly, but if I enter “Elizabeth Smith,” the reassignment will not be successful. The same goes for any lookup reference when using Excel Online to update records.

The data is ready, so we can click the Save Changes to CRM button. We should see a notification like the image below:

Editing Multiple Records in CRM Online with Excel Online

We can click the Close button and return to the CRM Online interface. The changes will not happen immediately. They are brought in as an import, so it will take a minute or two depending on the size of the update.

Editing Multiple Records in CRM Online with Excel Online

After we give it a moment, and then refresh the View, we see that the data was successfully updated.

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.

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Changes Coming to Microsoft Dynamics CRM Online 2015

If you are a current Microsoft Dynamics CRM Online subscriber, you have undoubtedly noticed the Update scheduled message appearing immediately under the navigation bar when you log into Microsoft Dynamics CRM Online. While the update is optional, Microsoft Dynamics CRM Online 2015 is a worthwhile upgrade that adds several welcome features, including global search, improved Products, and more powerful Business Process Flows.

Changes Coming to Microsoft Dynamics CRM Online 2015

However, Microsoft Dynamics CRM Online 2015 also removes support for old versions of Internet Explorer, several client SDK APIs, and a few other deprecated features. You should make sure that any customizations you have deployed to your CRM organization don’t depend on these features before you complete the update. You will also want to make sure that compatible web browser versions are in place before you update. You can reschedule your update to Microsoft Dynamics CRM Online 2015 to give your organization time to update any custom applications and upgrade any user workstations.

Changes in browser support for Microsoft Dynamics CRM 2015

One obvious change is that Microsoft is removing support for Internet Explorer 8 and Internet Explorer 9 from Microsoft Dynamics CRM Online 2015. You will need to make sure that all user workstations have IE 10, IE 11, or the most recent version of Mozilla Firefox before you update to CRM Online 2015. Please note that even though Google Chrome is listed as a compatible browser, we still do not recommend it due to compatibility issues.

API Changes in Microsoft Dynamics CRM Online 2015

Microsoft has also removed support for several JavaScript APIs, and if you use any of these APIs in your code, your code will likely break once you update to CRM Online 2015. The deprecated APIs are as follows:

  • · context.getServerURL (Microsoft recommends using getClientURL instead.)
  • · context.isOutlookClient (Microsoft recommends using client.getClient instead.)
  • · context.isOutlookOnline (Microsoft recommends using client.get instead.)

Other Deprecated Features in Microsoft Dynamics CRM Online 2015

  • · Support for the Kit type of Product has been removed.
  • · Microsoft Dynamics CRM Email Router support for Exchange 2007 has been removed.
  • · Support for the 2007 SDK SOAP Endpoint has been removed.

You can learn more about the changes coming to Microsoft Dynamics CRM Online 2015 by visiting the Get ready for the next release page.

Are Your Ready for Microsoft Dynamics CRM 2015

If you are unsure if your custom code is ready for Microsoft Dynamics CRM, xRM can help. Our expert CRM consultants can examine your custom code and determine what steps need to be taken to ensure your code’s readiness for CRM 2015. Schedule your complimentary Microsoft Dynamics CRM Online 2015 Code Readiness Analysis today.

Changes Coming to Microsoft Dynamics CRM Online 2015

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How to Update to Microsoft Dynamics CRM Online 2015

If you are a Microsoft Dynamics CRM Online subscriber, you may have noticed a curious new message appearing when you logged into your CRM organization recently: “Update scheduled Your update to Microsoft Dynamics CRM Online 2015 is now scheduled for x/xx/xxxx. Please approve or reschedule.”

How to Update to Microsoft Dynamics CRM Online 2015

This message indicates that Microsoft has tentatively scheduled a window during which your CRM Online organization will be updated to Microsoft Dynamics CRM Online 2015. The Update scheduled message began appearing shortly after the announcement that Microsoft Dynamics CRM Online 2015 had been released to the public. Not only does the message let you know that your update to CRM Online 2015 has been scheduled, but it also gives you the option to reschedule your update by clicking the Manage Updates button.

How to Update to Microsoft Dynamics CRM Online 2015

Clicking the manage updates button will take you to the Manage your Dynamics CRM updates page in the CRM Online Administration Center. This page displays a great deal of information about your CRM organization, including the current version you are running, the date and time of your scheduled update to CRM 2015, and the status of your update.

There are three important points that you should know about this update. First, it must be approved before your CRM instance will be upgraded to CRM Online 2015. Unlike several previous updates, the CRM Online 2015 update is optional, and you are not forced to upgrade at this time. However, you will not gain access to the new features unless you approve the update. Second, Microsoft has removed support for Internet Explorer 8 and Internet Explorer 9 from Microsoft Dynamics CRM Online 2015. Additionally, Microsoft has removed support for several JavaScript APIs. If you have custom code deployed in your CRM Online instance, you will want to verify that your code is compatible before you update. Third, you can reschedule your update to give your organization time to upgrade user workstations and update your custom code.

How to Reschedule Your Update to CRM Online 2015

In the screenshot below, you can see that our update is currently scheduled for 5/13/15, but we’d actually like to receive the update much sooner than that. Fortunately, we can click Reschedule update on the right of the screen choose another date for our scheduled update.

How to Update to Microsoft Dynamics CRM Online 2015

Clicking Reschedule update takes us to the Schedule your update page on which we have the option of choosing both our Preferred date and time and an Alternate date and time, which is a backup window during which the update will be performed in case the update is not completed successfully the first time.

How to Update to Microsoft Dynamics CRM Online 2015

Update windows for existing CRM Online subscribers begin in January 2015. At the time of writing, the earliest available date is January 7, 2015. Once you have chosen a date for your update to CRM 2015, you will notice that the earliest available slot for your Alternate date and time will be at least 14 days after your Preferred date and time.

How to Update to Microsoft Dynamics CRM Online 2015

The final steps in the update scheduling process are to verify that your scheduled update windows are to your liking and then to approve the update. Please note that your CRM organization may not be available during the scheduled update window.

Missing Update Scheduled Message

If you do not see the update scheduled message when you log into Microsoft Dynamics CRM Online, you can still manage your update by visiting the Office 365 admin center. From the Office 365 admin center, click the arrow next to ADMIN in the navigation pane on the left side of the screen, and click CRM, which will take you to the CRM Online Administration Center.

Disabling the Update Scheduled Message

The Update Scheduled Message is controlled by a cookie that is stored in your browser. One easy way to disable the message is to click the Manage Updates button. Once you do so, the message should disappear.

Conclusion

Microsoft Dynamics CRM Online 2015 boasts a number of extraordinary new features and enhancements that make the update a no-brainer. These enhancements include global search, visual hierarchies, enhancements to the mobile client, branching Business Process Flows, improvements to the Product entity, calculated fields and rollup fields, and more. While the update is optional, you will not receive any of the new features and enhancements released as part of CRM 2015 until the update is completed. Just make sure that your custom code, if you have any, is ready for the update and that none of your user work stations are still running IE 8 or IE 9.

Finally, if you are looking for cost-effective training so that your organization can make better use of all the features of Microsoft Dynamics CRM, including the new features of CRM Online 2015, check out the Enhanced Training Package from xRM. The Enhanced Training Package features a cost-effective combination of live online training and on-demand training delivered by the Learning Management System hosted by xRM.

How to Update to Microsoft Dynamics CRM Online 2015

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