Blog: CRM Knowledgebase

Shopping Cart Configuration Wizard

By Dianna on 12/8/2018

Configuring Dynamics CRM to display list of products or services on CRM Portal requires complex set of records and JavaScript in CRM. Shopping Card Wizard does all the work for you.

CRM Portal
Shopping Card Wizard

Workflow to upload documents from Notes to SharePoint

By Dianna on 9/8/2018

Consider a scenario that invoices are created in CRM, and then an invoice document is generated and attached to the invoice Note. We wish to upload the invoice document that is attached to the Note, with metadata from the Invoice entity.

Firstly configure the invoice entity for SPO functionality. Select the fields to be used for SharePoint metadata, the folder structure, and enable the document overwrite option.

SharePoint
Dynamics Workflows
Dynamics SPO

How to merge CRM Word Templates from two related entities?

By Dianna on 7/14/2018

In this workflow we demo how to merge two secondary documents into a primary document.

The CRM workflow runs on the child entity and the primary document is created from Word Template of this child entity. In this example the child entity is the Order Entity. We merge the primary document with two other documents (the secondary documents) which are created from Word Template of two parent entities, in this example, Quote & Opportunity. The two locations where to insert the secondary documents in the primary document are marked with two placeholders in the Word Template, in the format of << placeholder >> where placeholder is constructed from letters, digits, and the “_” symbol only. The placeholder can be place anywhere in the document, as per this image. Note that the larger fonts are for presentation only.

Dynamics SharePoint Organization (SPO) Configuration Explained

By Dianna on 6/29/2018

Each CRM entity can be configured to how documents are uploaded from CRM to SharePoint. SPO Configuration is available in the Settings area of CRM, and the configuration process has four sections: The entity we configure, the metadata we wish to upload to SharePoint column   with the document, how and what content is allowed to be uploaded, and the folder structure / location where the documents are saved in SharePoint

Dynamics SPO
SharePoint

Dynamics PDF-Docs WF to Email Word Template as attachment to Email

By Dianna on 5/12/2018

This example is for a workflow to Email Invoice as PDF attachment.

The example also provides additional steps in case a Time Out error comes upe occasionaly. This aditional step can only be implemented with Dynamics PDF-Docs downloaded after 10th April 18 (version 2.2.8 or higher). Version upgrade is free for the lifetime of the product. The optional Workflow steps are explained further down this post

Dynamics Workflows
Dynamics PDF

Attach CRM Email Template to Email generated with Dynamics PDF-Docs

By Dianna on 5/9/2018

With Dynamics PDF-Docs users can attach the PDF of document generated with CRM Word Template, to Emails, Notes, and upload to SharePoint. The PDf function is available in the User Interface as well as a scheduled CRM workflow.

With Dynamics PDF Docs you can attach to Email documents generated from more than one Word Template, as well as attach documents stored in SharePoint.

With Dynamics PDF-Docs release 2.2.9, users can now add an Email template, by using the Workflow step Insert Email Template, as per image below.

Dynamics Workflows
Dynamics PDF
Email Template

How to Organize Dynamics CRM Documents in SharePoint

By Dianna on 2/4/2018

Not many companies are aware of the capability of Dynamics CRM and SharePoint integration, and the benefits for their business.  Microsoft Dynamics CRM and SharePoint Integration helps users to view and share stored documents easily, and increase productivity and strengthen the collaboration between the different business units and teams in the organization.

Although SharePoint is included in Office 365 plan, not many organizations are utilizing this service and integrate it with Dynamics 365. In an article published recently (Read Here), we point out the limitations inherent from CRM out-of-box integration with SharePoint:

SharePoint
SPO

Upload document to SharePoint and return the External URL

By Dianna on 10/12/2017

Step by step images for the workflow to upload document to SharePoint and return the sharing External URL:

SharePoint
Dynamics PDF
Workflows

From Word Template PDF to DocuSign and upload to SharePoint

By Dianna on 9/7/2017

Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign.

  1. Document is generated in CRM using Word Template
  2. One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs
  3. Complete process where to sign using DocuSign (if required)
  4. DocuSign manages the E-Signature process in background
  5. The signed document is attached to Notes (by DocuSign)  with the suffix _Sign to the original file name
  6. PDF-Docs workflows identifies the signed document and uploads it to SharePoint with metadata from the record’s fields.

The workflow has 1 step: Notes to SP which is configured as in this image

SharePoint
Dynamics Workflows
Dynamics PDF
DocuSign

How to upload document to SharePoint with Workflow or from the Form UI

By Dianna on 5/21/2017

Before you start, you need to configure the credentials to allow Dynamics PDF access to SharePoint.Go to Settings>Solutions and click to open Dynamics PDF-Docs solution
Enter the  SharePoint URL as well as the credential of a user to access SharePoint

SharePoint
Dynamics Workflows
Dynamics PDF

Upload CRM Word Templates to SharePoint

By Dianna on 4/29/2017
In this post I will show the Workflow steps to achieve same functionality by automating & scheduling this process, with CRM Workflow.

In our example, we create the workflow for the Invoice entity, to PDF the “DO_Invoice-Elaborated” Word Template, and upload it to a set location in SharePoint. 
SharePoint
Dynamics Workflows
Dynamics Docs
Dynamics PDF

Add step “SetWordTemplate” to a workflow

By Dianna on 1/5/2017

Dynamics PDF-Docs is add on that converts documents generated from CRM Word Template, to PDF file. The process can be automated with a workflow, like send an Email with the Word Template attached as PDF file. The workflow will have these main steps:

Dynamics Workflows
Dynamics PDF

Add Voice of Customer to Dynamics Portal

By Dianna on 6/1/2016

Microsoft CRM 2016 online comes with free Voice of the Customer survey, to gain valuable feedback from your customers about the products and services your company provides. The survey solution is installed from Microsoft Office 365>Manage all CRM Online instances>Solutions.

CRM Portal

Clone records with Workflow- Recurring Cloning

By Dianna on 5/22/2016

With Clone pro user can set up what to clone including the cloning of related entities, like products when cloning invoice. Now you can clone with Workflow!

How clients access the portal?

By Dianna on 3/19/2016
For client to access the portal he or she must be a contact record in Dynamics CRM. If the client does not have a contact record in CRM or not sure if he has one, the client can use the New User Registration Form to submit his personal details. We identify the person logging on the portal or registering as new user, by the person’s Email address. The User Name to logon the portal is always the email address of the client, and the password is saved in the Contact record, in the section named: Access Privilege from Customer Portal.
CRM Portal
CRM Portal

How to replace company logo and images?

By Dianna on 3/17/2016

 

You can easily replace the images we use in Dynamics Portal with other images. 

The following table provides the thumbnail of the images we use in the portal, description, size, file name and location.

If you are not familiar with Visual Studio, you can replace the images in the Published Solution zip file, and they are found in three locations:

  • - Images Folder
    - Images subfolder in the Content folder
    - The root directory of the zip container

  • These relative paths are also used to store the images in Visual Studio

 

CRM Portal
CRM Portal

Editing Web.Config file

By Dianna on 2/29/2016

By default, Dynamics Portal is connected to our CRM server, and the return URL (the redirection page after log off) is to our website (www.DynamicsObject.Com)

To point the portal to your Dynamics CRM (online or on premise) and redirect it to your website or a page on your website, you need to edit the file web.config, included in the published and in the Visual Studio solution.

Open web.config with Notepad.

CRM Portal
CRM Portal

How to upload portal to IIS?

By Dianna on 2/28/2016

On IIS server create new directory called: Portal

Copy the file “Published Portal.Zip” to the Portal directory and unzip it.

Start IIS

Select Default Web Site and right click: Add Application

CRM Portal
CRM Portal

How to upload portal to Azure?

By Dianna on 2/28/2016

There are two ways to upload the portal to Azure, using FTP or directly from Visual Studio.

FTP – using program like Filezilla, connect to the Azure URL for FTP or FTPS hostname, using username and password of FTP/Deployment username. 
Unzip the file “Published Portal.Zip”, and upload the unzipped files and directories to the default location for website, at: /site/wwwroot. You upload to FTP by selecting the files and subdirectories of the published portal and dragging them to the selected location (directory) on Azure.

CRM Portal
CRM Portal

Workflow to convert any set of fields, representing address details, to latitude & longitude values

By Dianna on 11/23/2015

Maps can be added to any CRM out-of-the-box and customised entities. While some CRM entities include fields to store address and coordinates, it is more likely that the address field is customised and we need a mechanism (a workflow) to populate the latitude & longitude fields.

A workflow is included with Dynamics Maps solution, to convert any set of fields, representing address details, to latitude & longitude values, and store them in the record. When configuring a map for an entity, part of Map Customization setting is pointing to where the latitude & longitude values are read.

Dynamics Maps
Workflow for Dynamics Maps

Error message “MailboxTrackingFolders” when importing solution to CRM 2015 V7.1

By Dianna on 10/17/2015
The MailboxTrackingFolder entity represents a tracking rule to map a Microsoft Exchange inbox folder to a Microsoft Dynamics CRM entity record and was introduced with the release of CRM 2015 V7.1
General
MailboxTrackingFolders

How to Email Docs Template with Workflow

By Dianna on 9/19/2015

This article assumes you have the knowledge of how to create a workflow to send an Email.

The workflow task Send Email performs two functions: create Email and Send Email.

To send Docs Template as PDF attachment to an Email, we use the workflow Create Email rather than Send Email, while the customized task Email Docs Template sends the Email.

 

True One-Click to Email report as PDF file

By Dianna on 9/16/2015

This is a true One-Click to Email report as PDF file, for situations where  CRM Users require to frequently Email a report, such as price quotation,  as PDF file. If you know how to create a button for this one click function, all you need is to transfer is the report GUID, using below JavaScript and Dynamics PDF will complete this process with one click of a button.

JavaScripts
Dynamics PDF

Email Signature in a Workflow

By Dianna on 9/14/2015

Email Signature can be sent with a workflow.  If you have a workflow and one of the steps is Send Email, replace it with the following 2 steps:

  1. 1.  Create Email, very similar like send email but you only create the email but do not send it yet
  2. 2.  Add Step and select Email Signature>Add Signature and Send. This step adds the signature at the end of the email created in step one base on the Properties settings as per this image:

Dynamics Workflows
Email Signature

Hide Post and OneNote in Social Pane

By Dianna on 9/6/2015

This blog is an updated JavaScript on the one we wrote for Dynamics CRM 2013 and it is compatible with Dynamics CRM 2015. The JavaScript hides both tabs, Post & OneNote, but you can easily hide one of the two.

Add the below JS as new webresource, Type=JScript)

In the form you wish to hide Posts and OneNote, open Form Properties. In the Form Libraries add the webresource created before. In the Event Handlers>Form>OnLoad add a call to the function: HidePosts

If you need suport, submit the form on this page

General
JavaScripts
Hide OneNote
Hide Post

Invalid License Error / Product Key

By Dianna on 8/3/2015

This knowledgebase post applies to the licensing of all Dynamics Objects products

If you receive an error of “Invalid License (Product Key)” or similar, there are a number of issues that may cause the problem:

1.            The Organization Unique Name is case sensitive and mast be exactly the same as the Organization Unique Name in the CRM Organization, where the product is installed. Verify the Org Name in Settings>Customization>Developer Resources.

2.            User(s) is not assigned with the Security Role provided with the solution, and have no access to read the license stored in DO-Settings.

3.            In the DO-Settings record, the Type field does not match the product for this Product Key

4.            In DO-Settings there is more than 1 record with same Product Type. Make sure that such record is not deactivated as it is still counted as duplicated record.

General
Dynamics Numbering
Dynamics Clone
Dynamics Maps
Dynamics Workflows
Dynamics Email2Entity
Dynamics Docs
Dynamics PDF

Email CRM Report as PDF Attachment (CRM On Premise only)

By Dianna on 7/26/2015

New feature in Dynamics Workflow: Email PDF ReportThe workflow has two steps:

Step 1: Create Email, set the sender and recipient email address, in a similar way you create any new Email

Step 2: Email PDF Report. In the Set Properties window enter the following information:

The login credential of CRM user, in the format of: Domain\User and Password. We separate the Domain\User into two fields, one for the domain and the second one for the user name.

Report Server URL: the location and folder of Report Server, in the format of servername/reportserver or serverIP/reportserver

 

Make sure you publish the CRM report first. If the report has sub report, publish both reports.

 

Report Name- The name of the report as I comes up in the

Email “Unpaid Invoice Reminder” with Dynamics CRM Workflow

By Dianna on 7/10/2015

Here are step by step instructions on how to send an Email with invoice as an attachment or in the body of the Email using CRM Workflow. You can also watch it on this video

The Workflow starts when new Invoice is created and has the following steps:

Step 1: Wait Condition – Wait till the due date the invoice needs to be paid. Using the Process>Time Out condition we can set the workflow to wait till X days / months after the Invoice Created On date.

Step 2: Check Condition – On the due date we check that the invoice is still not paid

Step 3: Create Email – Create an Email with subject line, sent from the owner of the invoice record to the primary contact of the account.

General
Dynamics Workflows
Dynamics Docs
Dynamics Docs

Dynamics Workflows: Garbage Collector, Resolve Case, Random Number

By Dianna on 11/8/2014

Three new workflows

Garbage Collector

One of the difficulties in identifying of duplicate Account records is that there is no consistency in the way users enter the Account Name field.  There is mix use of letters and words like: Corp, and, &, + , - , LTD, limited, Associates, Association and ( ).

Some CRM users enter company and contact names, with all letters are in uppercase or lowercase. This can be an issue in mail merge when addressing customers in formal emails or letters.

Sum up the Values in Fields of Child Records - Update the Total in Parent Entity

By Dianna on 7/27/2014

In this post we will show how Dynamics Workflows, Stats on The Fly function, can sum up the values stored in records of child entity and update the sum of those fields in the record of the parent entity.

Business (working) Hours calculator for Dynamics CRM

By Dianna on 4/15/2014

CRM workflow can add time (days and hours) to a date/time field. To create a task 4 hours from now, and the date and time is Friday 4:00PM, the calculated time is 8:00PM same day, which is outside business hours, let’s say: Monday-Friday 8:00AM till 5:00PM. Adding 4 business (working) hours to Friday 4:00PM is actually, Monday 11:00AM. Moreover, if Monday is a Public Holiday then adding 4 business hours to Friday 4:00PM is Tuesday 11:00AM.


Add Title and Case Number to the Subject Line of an Email sent from CASE entity.

By Dianna on 3/6/2014

This simple JavaScript copies the title of the case and the case number into the subject line of a new email created for the case.

If you wish to modify the JavaScript and you are not sure how to do so, add your comment to this post and we will respond ASAP

Download Java Script from this location.

General
JavaScripts

Dynamics Clone

By Dianna on 3/1/2014

Clone a record with one click of a button. Save data entry of similar fields for different records of same entity. Create the first record> Click: Clone Record. The new record is opened in new windows. Dynamics Clone is compatible with CRM2011 and CRM2013

Location analytics for Microsoft Dynamics CRM

By Dianna on 2/28/2014

Location function is now included in the solution Dynamics Workflows. The Location function is additional workflow that updates the coordinates (Latitude and Longitude) of any CRM entity, based on the relevant address fields of the record. The workflow returns Latitude and Longitude as decimal values, as well as distance (Miles & KM) between two locations and the bearing (direction) when moving from location A to location B.

Populate the Email “FROM” field with the Email address of the user’s Queue

By Dianna on 2/26/2014

When you send an Email from Dynamics CRM, you can manually modify the from field of the outgoing email to a queue. Most probably you want emails sent by users from the service department to be sent from Service Queue and those emails sent from the sales department to be sent from the Sales Queue.

“Stats-On-The-Fly” and Time Management with Dynamics CRM 2013

By Dianna on 1/7/2014

Time management is our ability to control the time we spend on specific activities. If my task is to complete 50 phone calls in 8 working hours, I will first aim to make 25 phone calls in the first 4 working hours.  I will measure my progress based on the number of completed calls, average time per call and the maximum and minimum times spent on calls. The same applies to managing opportunities. If my target is 20 opportunities per month with average of $1,000 per opportunity, I will monitor my progress weekly or even daily.

“Stats-On-The-Fly” is a plug-in workflow that provides the sum, total number of records, average, median, minimum and maximum value of a field for group of records. The user can filter the records to be included in the workflow using Rollup Queries in in the CRM function Advance Find.

Dynamics Workflows
Stats On The Fly

Workflow Examples

By Dianna on 1/7/2014

Dynamics Objects CRM solution comes with six workflow examples to demo Dynamics Workflows functionality.

You can mix and repeat the different functions provided in Dynamics Workflows. The general rule is that you first select Add Step>Dynamics Workflows and select the function you wish to use. This step will open a form for input parameters.  The second step is Add Step>Update Record and you select which records to update with the output parameters.

You may have a situation that you need 2 steps for input parameters to get the required output parameter. If this is the case (as explained in workflow: Workflow example - Math Functions 2 input forms) you then must edit the Description Field so that the plug-in can reference each instance differently)

Dynamics Workflows
Workflows

Dynamics Clone

By Dianna on 12/8/2013
Download the solution and import it to CRM. Read here on how to import CRM solutions and how to enter the product key for extended trial version (7 days trial does not require product key) or for paid license.
The clone function is available in any record list view of all system and customized entities, when only one record is selected. The clone function is also available in the forms of Account, Contact, Appointment and Task entities.

Product Key

By Dianna on 12/8/2013

All trial versions do not require product key and they can be tried for 7 days.
Corporate customers, when registering or providing an email address of their organization, we email an extended product key for 30 day trial.
You can request an extended trial period using the form in contact us page.

General
Product Key

Dependencies Issue When Removing CRM Solution

By Dianna on 11/4/2013

When you remove a solution that the solution creates new SDK Message Processing Step each time you create a record (like Dynamics AutoNumbering) you receive a message that The component cannot be deleted because it is referenced by other components. In other words, the solution has dependencies that must be deleted before you remove the solution. To remove the dependencies of Dynamics

General
Dynamics Numbering
Dependencies
Removing CRM Solution

Dynamics Numbering – Installation Instructions

By Dianna on 11/2/2013

Download the solution and import it to CRM. Add the Security Role: Dynamics Numbering to all users that require access to the solution’s entities. Read here on how to import CRM solutions, assign security role to users and how to enter the product key for extended trial version (7 days trial does not require product key) or for paid license.

Hide Post Tab in Social Pane

By Dianna on 10/25/2013
In CRM 2013 Microsoft introduced the Social Pane, also known as Record Wall, that allows CRM users to view and create social posts right on the record. The social pane is located right at the center of the record form, and the user can see posts automatically generated, such as when the record is created. The Social Pane has 2 more tabs for Activities and Notes, making it much easier for users to see and record and the related activities and notes of the record. While the social post can be very important to some users, others can find it irrelevant and wish to hide the Post tab in the Social Pane area. To hide the Post tab add this JS as new Web Resource. In the form of the entity tha ...
JavaScripts
Hide Social Pane

Importing Solutions to Dynamics CRM, Security Roles and Product Keys

By Dianna on 10/20/2013
Download the solution package as zip file. Do not unzip the file. Save the zip file to your computer hard disk. Saving on network drive slows down the process of verifying and importing solutions to CRM. Logon to CRM as System Administrator Click: Settings>Solutions & click Import on the solutions toolbar Click: Browse and point to the solution package (zip file) Click: Next. Allow few minutes to upload the solution package Click: Next to accept Solution Information
General
Product Key
Security Role

User-Focused CRM

By Dianna on 10/19/2013

What is User-Focused CRM? You may say it is a CRM system where the user is the focus of the software application. I suggest that it’s a CRM system with which the user can focus on doing his work smoothly and with minimal interruptions. If while I work on a record, I wish to create a related record, I need to click on the related record, click the new button, enter data, click save and close the window.

General