Category: CRM 2015

Notes on Rollup Fields in CRM 2015


Data Types and Function Supported

  • Whole Number à SUM, MIN, MAX, COUNT
  • Decimal NumberàSUM, MIN, MAX, COUNT
  • CurrencyàSUM, MIN, MAX
  • Date and TimeàMIN,MAX

Creating a Rollup Field

Check how many task activity are open for a particular contact record.

Click on Edit

Select Task as related entity.

Set Filters to Open Task

Specify Count as Aggregation.

Add the field to Contact form.

Click on Recalculate will show the count.

On Adding a Task and recalculating

Two new field State and Last Updated On are also created along with the roll up field. Adding them on form.

Different State value

0 Not Calculated
1 Calculated
2 Overflow Error
3 Other Error
4 Retry Limit Exceeded
5 Hierarchical Recursion Limit Reached
6 Loop Detected

 

  • Aggregated by System Account.
  • Read Only Field.
  • Asynchronous job runs approximately every 12 hours else it can be run manually using Recalculate button.

     

Notes on Calculated Fields in CRM 2015


Data Type supported

  • Single Line of Text
  • Option Set
  • Two Options
  • Whole Number
  • Decimal Number
  • Currency
  • Date and Time

Operator and Function Supported

Math Operator
à =, +, -, /, *

String Functions
àCONCAT, TRIMLEFT, TRIMRIGHT

Date Time
à ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS, SUBTRACTHOURS, SUBTRACTDAYS, SUBTRACTWEEKS, SUBTRACTMONTHS, SUBTRACTYEAS

Creating a new Calculated Field

For e.g. let us create a calculated field of string type that will concat first name, middle name and last name for Contact Entity.

Open Contact entity for customization à Fields à Click on New

Click on Edit to define the Calculated Field

The editor has IntelliSense

 

Add the field to form.

  • Calculated Field are not saved in database.
  • They are executed during Retrieve.
  • Can be used by another calculated field.
  • Calculations is done using System Account.

Differences between Standard SLA and Enhanced SLA in CRM 2015


 

  • In Standard SLA the Related Case Field will show the Date Time Field available in the Case entity.

  • Enhanced SLA – Shows Lookup Field in the Case Entity that references SLA KPI Instance Entity.

  • We can create our own Lookup Field which references the SLA KPI Instance entity.
  • Enhanced SLA now supports Success Action.

  • Standard SLA on supports Success Criteria

  • In Standard SLA – First Response By and Resolve By values are stored in the Case Entity.

  • Enhanced SLA – stores this information in the associated SLA KPI Instance entity.

 

Advertisements

Sample code: Using jqGrid in ASP.NET page to show CRM data


Sample code: Using jqGrid in ASP.NET page to show CRM data

Just sharing a simple ASP.NET page that uses jqGrid to show contact records in CRM and allows user to search.

Here is the code SampleJQGrid.zip (remove .doc)

Hope it helps ..

Get current user language in JavaScript in CRM 2011/ CRM 2013/ CRM 2015


https://gallery.technet.microsoft.com/scriptcenter/LCID-JavaScript-Helper-7cfb0829

SLA in CRM 2015 – Part 1


There are two types of SLA available now.

Standard which was introduced in Leo and other is Enhanced.

Pause and resume features has been added to Enhanced SLA.

To enable this we need to go to Settings à Service Management à Service Configuration Settings

The pause feature is based on Status value.

In System Settings we can specify the status values on which the SLA should pause.

Let use create a new SLA

And the following SLA Item in it

SLA Item is based on First Response by KPI.

Here we can also see new Success Criteria and Success Action added to SLA.

The SLA would run if the Case Priority equals High and will wait for 5 minutes before warning and will fail after 30 minutes.

Now I go and create a new case and set its Priority as High.

The following Timer control would start running in the Case Form.

And now if I go and set the Status of Case as “Waiting for details” i.e. our pause condition.

The timer will be paused.

Now as soon as I change the Status of Case to something else

The time control will resume

Now I go and mark the case as Resolved which is our success criteria. The First response in will show Succeeded.