Tag: Microsoft Dynamics CRM

Go to CRM Admin Center à Solutions à Install the Office 365 Groups Solution

Once installed, go to Settings – Office 365 Groups to configure Entities.

We have enabled it for Account (select entity and Publish All)

Open the Account Record and navigate to Office 365 Groups.

It will auto create a Group or we can specify an existing one.

Once configured we can see the Calendar, Conversation, Notebook etc.

Hope it helps..

It is new feature introduced in CRM 2016 Update 1 for CRM Phone and Tablets that delivers news from Bing about the customers and categorize them.

Go to CRM Admin Center à Solutions to install the solution.

Once installed, open your mobile or tablet CRM App and open any of the existing Lead, Contact, Account or Opportunity record.

We could see all the news in Activity News.

In CRM App for Windows Phone à

Different categories available

https://www.microsoft.com/en-US/dynamics/crm-customer-center/get-the-company-news-timeline-for-crm-for-phones-and-tablets.aspx

Hope it helps.

These are the new form types introduced in CRM 2016 as a part of new Interactive Service Hub.

While creating a custom entity we need to check “Enable for Interactive experience” and select “Service” as ‘Area that display this entity’ to make this entity available in Interactive Service Hub.

“Enable for interactive experience” option will auto create 2 new forms of type Card and Main – interactive experience.

Let us use these forms as it is without any change.

Publish the customizations and open the Interactive Service Hub

It will download the changes first.

Our Custom Entity in Site Map under Extensions area

Main Interactive Experience Form

For Card,

we need to create a custom interactive dashboard and add the stream (view) in it. (add a chart as well)

Publish the changes.

Our custom dashboard for our custom entity with Card form on left and the chart on right.

Hope it helps.

CRM 2016 Online Update 1 introduces new entity called Category.

We can define Parent Category and Child Categories.

Category Number format can be defined in Auto Number settings.

For Category entity we can create 1 – N relationships with System Entity and Custom Entity and then associate their records with the categories. We cannot create N – 1 and N – N relationships from Category.

To associate category, I have created a new 1 – N relationship between Category and Account and added the lookup to the Account form.

This way category entity can help in grouping, search and reporting.

More details

https://msdn.microsoft.com/en-us/library/mt728945.aspx

Hope it helps.

Hi,

To test Web API query we can make use of Advanced Rest Client chrome extensions.

https://chrome.google.com/webstore/detail/advanced-rest-client/hgmloofddffdnphfgcellkdfbfbjeloo

Log in to CRM Online and from Settings > Customizations > Developer Resources

Get the Service Root URL

• Launch Advanced Rest Client in Chrome
• Put the URL copied.
• Here we would also need to set headers, content type and Authorization.

• To get the Access token
• Log in to https://xrm.tools/AccessToken with your CRM Credentials.
• Select CRM Organization

• Copy the Access Token and use it for Authorization Header in Advanced Rest Client

Click on Send and to get the response

Update the query and click on SEND

More details here

https://msdn.microsoft.com/en-us/library/gg334767.aspx

Hope it helps.