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Dynamics CRM 2011 – Tips & Tricks & Tools. Darko Jovišić InfoCumulus [email protected] http://everythingcrm.net /. Agenda. Tips&Tricks Tools & Utilities News. Tips & Tricks. Tip #1: Changing Header&Footer Colors. Idea: Implement a gradient color on header and footer Use-cases:

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Dynamics crm 2011 tips tricks tools

Dynamics CRM 2011 – Tips & Tricks & Tools

Darko Jovišić

InfoCumulus

[email protected]

http://everythingcrm.net/


Agenda

Agenda

  • Tips&Tricks

  • Tools & Utilities

  • News


Tips tricks

Tips & Tricks


Tip 1 changing header footer colors

Tip #1: Changing Header&Footer Colors

  • Idea: Implement a gradient color on header and footer

  • Use-cases:

    • High priority incident

    • Overdue opportunity or invoice

    • ...

  • Two components:

    • CSS file

    • JS file

  • Doesn’t work for Administrator

http://www.crmsoftwareblog.com/2011/08/crm-2011-changing-the-form-header-and-footer-colors/


Tip 2 changing field background colors

Tip #2: Changing Field background Colors

  • Idea: Color code field background color based on value

  • Use-cases: focus user attention on some important business events

  • Simple JS function

  • Add onload event on form

function colorcode()

{

var rating= document.getElementById("opportunityratingcode").value;

document.getElementById("opportunityratingcode").style.color = "white";

if (rating== 1) document.getElementById("opportunityratingcode").style.backgroundColor = "red";

else if (rating== 2)

{

document.getElementById("opportunityratingcode").style.backgroundColor = "orange";

document.getElementById("opportunityratingcode").style.color = "black";

}

else if (rating== 3) document.getElementById("opportunityratingcode").style.backgroundColor = "blue";

}


Tip 3 keyboard navigation

Tip #3: Keyboard navigation

  • Idea: Implement keyboard shortcuts for fields

  • Use case: Increase productivity, especially for task workers with lot of data entry

  • Simple JS, add on load event

  • Key code list: http://www.cambiaresearch.com/articles/15/javascript-char-codes-key-codes

function keyPress(e) {

var keyCode;

keyCode = window.event.keyCode;

if (keyCode == 73 && window.event.altKey)

{

var control = Xrm.Page.ui.controls.get("industrycode");

control.setFocus();

}

}

function onLoad() {

document.onkeyup = keyPress;

}


Tip 4 hiding crm modules in left pane navigation

Tip #4: Hiding CRM modules in left-pane navigation

  • Idea: Simplify user interface based on role

  • Create a custom Entity call link

  • Assign create privilege to sales, read to marketing, write to customer support

  • Edit sitemap:

In sales for all the SubArea add the Privilege only to “create” on the custom entity “link”. <Privilege Entity="new_link" Privilege="Create" /> In Marketing for all the SubArea add the Privilege only to “Read” for the custom entity “link”. <Privilege Entity="new_link" Privilege="Read" /> In Settings for all the SubArea add the Privilege only to “Write” for the custom entity “link”. <Privilege Entity="new_link" Privilege="Write" /> 

http://mscrm-chandan.blogspot.com/2011/08/hideshow-crm-modules-based-on-roles.html


Tip 5 dev enviroment on win7

Tip #5: Dev enviroment on Win7

  • CRM Server requires 64-bit server machine  problem: you can’t run x64 virtual machines on Win7

  • You have to dual boot to WinSrv2K8 each time

  • Solutions:

    • Use VMWare Virtual Server

    • Use Oracle VirtualBox

  • MS announced they will support 65bit VPC’s in Win8

http://blog.customereffective.com/blog/2012/01/microsoft-dynamics-crm-2011-standalone-on-virtualbox.html/


Tip 6 slider control on form

Tip #6: Slider Control on Form

  • Enables you to implement slider control

  • Very simple managed solution

http://mscrmblogger.com/2011/10/04/crmslider/


Tip 7 star rating on form

Tip #7: Star Rating on form

  • Enables you to implement slider control

  • Very simple managed solution

http://mscrmblogger.com/2011/09/20/crm-2011-star-rating-control/


Tip 8 bingmaps integration

TIP #8: BingMaps Integration

  • Managed solution for BingMaps integration

  • Very easy to customize, comes with source code

http://mapsforcrm2011.codeplex.com/


Tip 9 working with charts

Tip #9: Working with charts

  • Rollup5 brings multiseries charts & more chart types

  • Charting is based on .NET (System.Web.UI.DataVisualization.Charting namespace)

  • Most of the stuff mentioned there can be implemented in CRM

http://msdn.microsoft.com/en-us/library/system.web.ui.datavisualization.charting.aspx


Tip 10 approval workflow

Tip #10: Approval Workflow

  • My approach to approval workflows:

    • Create three custom fields: approved,approvedby,approveddate

    • Create a workflow that sends email to manager with a link inside that starts a dialog

      • Tip: URL addresable forms (check it out)!

    • Dialog displays approval screen and then updates the fields


Tip 11 skype integration

Tip #11: Skype Integration

  • Exlusive announcement for MS CRO Dynamics Community

  • I’m releasing Skype & CRM 2011 integration as a CodePlex project

  • Thanks to Luka Gospodnetić and Siniša Kezić for working on this

  • Two components:

    • CRM managed solution (implements Skype Call and Skype Mesage Entity)

    • Standalone desktop tray application for agents

  • Enables CTI integration of Skype and CRM

  • Scenarios:

    • Skype based sales & support

http://crmskype.codeplex.com/


Tools

Tools


Tool 1 pragma toolkit sitemap ribbon editor

Tool #1: Pragma toolkit - SiteMap & Ribbon Editor

  • Enables you to edit SiteMap and ribbon through UI

  • No hassle with XML editing & error free

http://pragmatoolkit.codeplex.com/


Tool 2 odata query designer

Tool #2: Odata Query Designer

  • The CRM 2011 OData Query Designer is a Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. This tool allows you to build OData queries by selecting filter criteria, select attributes and order by attributes. The tool also allows you to Execute the query and view the ATOM and JSON data returned.

http://crm2011odatatool.codeplex.com/


Tool 3 javascript manager

Tool #3: JavaScript Manager

  • JavaScript Web Resource Manager helps CRM developers to extract javascript web resources to disk, maintain them and import changes back to CRM database.

  • Saves a lot of clicks

http://jswebresourcemanager.codeplex.com/


Tool 4 runasgui

Tool #4: RunAsGUI

  • RunAsGUI is small utility that enables you to start any app using different credentials

  • Saves a lot of time for testing CRM functions when you need to login with different users

  • Doesn’t work for different domain other than your computers domain

http://www.crmxpress.net/blog/Blog/post/2011/11/04/Releasing-CrmXpress-RunAs-GUI-tool.aspx


Tool 5 view layout replicator

Tool #5: View layout Replicator

  • Implementing same layout in different view is a tedious task (add all attributes, widths, sorting,...)

  • This utility copies layout of one view to other views

http://viewlayoutreplicator.codeplex.com/


Tool 6 metablast

Tool #6: Metablast

  • Command line utility to document your metamodel

  • Useful for documentation, planning development etc.

  • Saves a lot of time

http://www.sonomapartners.com/Downloads/RequestDownload.aspx?file=metablast


Other tools

Other tools

  • Diagnostics Tool for Microsoft Dynamics CRM 2011

  • Role Updater for Microsoft Dynamics CRM 2011

  • CRM 2011 User Settings Utility

  • CRM 2011 Workflow Utilities

  • LINQPad Plugin for Microsoft Dynamics CRM 2011

  • MSCRM 4 to MSCRM 2011 JavaScript Converter

  • MS CRM Javascript Intellisense Generator

  • CRM Javascript Library by Dave Berry

  • CrmXpress SmartSoapLogger for Microsoft Dynamics CRM 2011

  • XrmVisioER: CRM/xRM ER Diagram Generator


Dynamics crm 2011 tips tricks tools

News


Crm 2011 rollup update 5

CRM 2011 Rollup Update 5

  • New features:

    • New Business Intelligence Capabilities

      • multi-series charts

      • multiple category charts

      • new chart types

    • Dialogs & Workflow Enhancements

      • lookup and date field types supported for Dialogs

      • dynamic record hyperlinks for Workflows & Dialogs

    • Enhanced Data Management

      • Audit User Access

      • Ignore null values in duplicate detection

      • Exclude inactive records in duplicate detection

    • CRM Outlook Client Enhancements

      • reading pane improvements to include hyperlinks to CRM records, compose e-mail and Lync presence

      • Performance Enhancements to E-mail Tracking

    • Activity Feeds

      • enable a user to follow important activities related to people, accounts, contacts, leads, sales deals (opportunities) and more

      • new CRM Online Organizations will come with the Activity Feeds installed.  New CRM OnPremise installations that have Update Rollup 5 included in the server download package will also come with Activity Feeds installed.  Existing CRM Online and OnPremise installations need to download the Activity Feed solution from the Dynamics Marketplace and import it.


Activity feeds

Activity Feeds


Extremecrm conference

ExtremeCRM conference

http://extremecrm.com/default.aspx


Dynamics crm 2011 academy

Dynamics CRM 2011 Academy

  • Fast-paced overview of CRM 2011

  • Participants will get a good overview of the platform:

    • Working with OOB modules (sales,marketing,customer support)

    • No-code customizations (entity,form design, reporting, dashboards, security, workflows

    • Code customizations (JavaScript, .NET plugins)

    • Overview of installation & deployment

    • XRM lab

    • How to sell CRM

  • Event details:

    • 30.1. – 3.2. (5 days)

    • Will be held Microsoft Croatia

    • Participants get „Working with Dynamics CRM 2011” book and lunch

    • Price: 4999KN + VAT

    • Registration: send email: [email protected]


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