In this video we look at some of the integration options available with Dynamics CRM and Power BI. We show you how to use the Sales and Service manager content packs, connect to a CRM online instance, and how to surface Power BI info in CRM.
Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.
Don’t forget to subscribe to http://youtube.com/crmtipoftheday.
It’s been a while since we had a truckstop but
Larry “Tex” Lentz keeps asking questions on behalf of some mysteryous “students”. Let’s stop and listen.
How can one tell if a security role is a copy and which role it’s a copy of?
Feridun “Best Twitter Handle for CRM MVP” Kadir closed the discussion in one sweet move
I don’t think you can. It’s not like the original role was a template.
But then it all went off the rails: “The copy is I think no different than creating a new role and configuring it to be the same as another one.” (Same?! I’ll let this delusion slide, – t.j.)
Chris “Mr ADFS” Cognetta joined the party with some good ideas, sadly only applicable in your own backyard, a.k.a. on-premises
Look at createdon date in DB to see when it was made. Originals have the installed or prior date. Any after is a copy.
That was followed by a long list of recommendations how to retrieve and interpret the roles by none other than Mitch “Only in Texas” Milam. We’ll save that one for another day.
Jerry “I’m still in Kansas” Weinstock closed it nicely with a best practice recommendation
When copying roles always modify the new role name by adding the company name to the role.
For example, you’ll have Salesperson and then you’ll have Acme Salesperson. Nice and clean.
Good, old, and fairly reliable components like email router tend to slip under the monitoring radar. They work for months on end and it comes as a surprise when they stop and, in a lot of cases, we discover the problem only because users start complaining.
For quite some time Dynamics CRM 2015 Email Router ruled the day – it worked fine with CRM Online, CRM 2013, CRM 2015, and CRM 2016. We used one instance for a number of customers and forgot all about it. Until one of CRM Online customer got their organization updated to, uhm, Update 1, and users started to see infamous “You’ve got pending email” box when logging in. Apparently, that’s where the line for forward(backward?) compatibility was drawn, as we had our server log filled with:
“#23379 – Could not verify the version of Microsoft Dynamics CRM at https://disco.crm5.dynamics.com/noneofyourbusiness. The Email Router service that is installed is not a supported version. The Email Router version is earlier then expected by the Microsoft Dynamics CRM server at https://disco.crm5.dynamics.com/noneofyourbusiness.”
As one would expect, update to the latest release, i.e. 2016 + Update 0.1 took care of the issue but the lesson learned:
When CRM Online customers have their instances scheduled for updates, mark these days in your calendar
Think about dependencies, external components, service integrations and be ready on the day. Better yet, have a sandbox organization provisioned and test the upgrade. And don’t leave components behind even if we are working fine because one day they will surprise you.
As BlackBerry can attest, market share is a fickle advantage. Presenting illustrated tipster guide to the most interesting players on CRM scene in 2016.
This one is for javascript lovers. If you work with HTML web resources, you know that you need to include ClientGlobalContext.js.aspx to get CRM context in your script.
If everything is working correctly but you receive JS error “GetClientContext is not defined” when using back button in Chrome browser, add dummy query parameter to the script url:
<script src="../../ClientGlobalContext.js.aspx?type=script" type="text/javascript"> </script>
This is because ClientGlobalContext.js.aspx has some narcissistic tendencies: after it’s been loaded, it loads itself again but not as script but as xhr type – and that one unexpectedly overwrites the cached script.
If you’re yearning for more details, read the nail-biting story of discovery and enlightment at Daryl “New MVP on the block” LaBar blog.
Did you know that in Dynamics CRM Voice of the Customer you can collect responses, and then you can collect the feedback? In this video, we walk you through the differences between those. We talk about configuration and customization, as well as when it is recommended to use each one. In addition, we explore response polling triggering.
Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.
Don’t forget to subscribe to http://youtube.com/crmtipoftheday.
Damian “Unleashed” Sinay has been putting Project Service Automation in CRM Online through its paces but discovered that when he creates a new project from a template he would get the following error when going to the Work Breakdown Structure: “There was an error copying the project. Please delete this project and try again.”
When he was trying to do this from one of the existing sample projects he was getting a different error: “There has been an error loading the project’s work breakdown structure. Please refresh the page to try again.”
I leave it to the language experts to argue the use of “there was an error” vs. “there has been an error” but, most importantly, these are known bugs in the current release that have been identified and fixed, and soon will have been deployed to CRM Online.
In the meantime, Damian found a neat workaround: changing user’s timezone to PST (UTC-8) resolves both issues. As the man himself explains:
I had to change only the time zone that is in the personal options of the CRM UI (not the computer) to GMT-8 Pacific time. Looks like they are connecting to a service that is located there and are validating against that time zone.
So if you want to try WBS in PSA until the fix is released, move to Seattle, at least virtually.
Ever send an email and immediately regret it? Ever accidentally copy a recipient on an email that you wish you hadn’t? Unfortunately, email (outside of your Exchange server) does not have a way to recall/undo a sent email.
Having done this once too often, I created a rule in Outlook to delay sending emails by 2 minutes.
1.In Outlook 2013/2016 click “File”
2. Click the “Manage Rules & Alerts” button
3. Click “New Rule” and select “Start from a Blank Rule” >> “Apply rule on messages I send” then click the Next button.
4. On the condition screen, don’t select any checkboxes and click “Next.”
5. Outlook will remind you that this rule will apply to every message you send. Click “Yes.”
6. On the actions page, select “Delay delivery for a number of minutes.” Click the hyperlink for number of minutes and specify the number of minutes that the email should be delayed. I went with 2 minutes.
7. Click “Finish”
Now you will have two minutes after clicking send on an email to change your mind or undo the email being sent and get your foot out of your mouth.
If you are on CRM 2015 Update 0.1 or later, you can enable full text search and make the quick search in CRM perform faster. If you do this, there is one drawback of which you should be aware: you will not be able to modify the field length of any field set to be a find field after full text search is enabled.
If you find yourself needing to change the length of a find field, you can disable full text search; however, you will need to wait until the maintenance job runs before you can modify the field length. This can take a while.
Alternatively, some administrators have reported success by manually dropping the full text index using SQL Management Studio, changing the field length in CRM, and then manually recreating the full text index in SQL. This approach is unsupported.
Tip #689 maybe the quickest way to create CRM Online demo but one of the requirements is that your email must be associated with a Dynamics CRM Partner.
But what if you are an independent consultant or just started a company and yet to acquire the coveted status? Peter “I think I’ve got the right one” Hale reports from the field that you can trade a small piece of yourself by signing up with https://www.365talentportal.com/ using your standard Microsoft account. You then get access to the goodies like Dynamics Learning Portal and the demo site.
Note: it’s a sleek looking portal but we are not affiliated with it in any shape or form. Trade your soul at your own discretion.
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