Friday, February 6, 2015

Dynamics CRM – Get rid of warning messages for Outlook, Navigation Tour and Tablets

The messages are pretty helpful for the first time you are using the system. But especially if you have to prepare demo environments very often, you don’t want to have them anytime logging in to your environment.

Disable “Outlook Client” – Message

outlook

Settings –> Administration –> Outlook-Tab –> Disable “Users see ‘Get CRM for Outlook’ option displayed in the message bar

 

Disable “Navigation Tour” – Message

navigation_tour

Settings –> Administration –> General-Tab –> Disable “Display navigation tour to users when they sign in

 

Disable “Tablet” – Message

tablet

Settings –> Administration –> General-Tab –> Disable “User see app download message”

 

Cheers

Thursday, January 15, 2015

Dynamics CRM Enhanced vs. Standard Service Level Agreements (SLA’s)

sla

The following list provides an overview about the main differences between Enhanced and Standard SLA’s.

Standard

  • Available since Spring 2014 Release
  • No Pause/Resume functionality
  • No Success Actions
  • Status needs to be changed manually using Warning/Error Actions (e.g. Noncompliant, Nearing Noncompliant)
  • Related fields are available in the case form directly (First Response By, Resolve By)
  • “On Hold Time (Minutes)”- and “Last On Hold”-Field is not maintained automatically

Enhanced

  • Available since Fall 2014 Release
  • Pause/Resume functionality
  • Success Actions
  • Status chances automatically (e.g. Noncompliant, Nearing Noncompliant)
  • Related fields are linked into the case form using additional entity “KPI Instance”, Quick View Forms and the Timer Control.
  • “On Hold Time (Minutes)”- and “Last On Hold”-Field in Case is used automatically

Related Links:

Cheers

Wednesday, January 14, 2015

Dynamics CRM Bookmarklets Collection (CBC)

A few weeks ago i found a nice post from Deepesh Somani where he describes its collection of bookmarklets. This helpers are very nice but unfortunately it was not possible to import them in Internet Explorer, only Chrome worked for me. Based on this experience i created a collection of the most important ones (my point of view) and added additional ones.


Project Page: http://markuskonrad.de/cbc/


Introduction Video:


Cheers

Wednesday, November 26, 2014

Enable Announcements in CRM 2013 / CRM 2015

By default, announcements are not available for the user in versions > 2011.

In Settings –> Announcements, it is still possible to configure them.

announcements

To show them in the basic navigation, you have to manipulate the SiteMap. I suggest to use XrmToolbox (SiteMap Editor).

toolbox_announcements

You can also add the XML-Code manually.

1 <Group Id="MyWork" ResourceId="Group_MyWork"...>
2 ...
3 <SubArea Entity="businessunitnewsarticle"
4 Id="nav_news" Url="/home/homepage/home_news.aspx"
5 AvailableOffline="false" PassParams="false" />
6 </Group>

Cheers