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DYNAMICS CRM 2011 – TIPS & TRICKS & TOOLS

Darko Jovišić

InfoCumulusdarko@infocumulus.comhttp://everythingcrm.net/

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AGENDA Tips&Tricks Tools & Utilities News

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TIPS & TRICKS

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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

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

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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

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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";}

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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

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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;}

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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:

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

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" />

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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

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

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TIP #6: SLIDER CONTROL ON FORM Enables you to implement slider control Very simple managed solution

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

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TIP #7: STAR RATING ON FORM Enables you to implement slider control Very simple managed solution

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

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TIP #8: BINGMAPS INTEGRATION Managed solution for BingMaps integration Very easy to customize, comes with source code

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http://mapsforcrm2011.codeplex.com/

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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

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

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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

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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

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http://crmskype.codeplex.com/

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TOOLS

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TOOL #1: PRAGMA TOOLKIT - SITEMAP & RIBBON EDITOR

Enables you to edit SiteMap and ribbon through UI No hassle with XML editing & error free

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http://pragmatoolkit.codeplex.com/

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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.

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http://crm2011odatatool.codeplex.com/

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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

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http://jswebresourcemanager.codeplex.com/

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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

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

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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

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http://viewlayoutreplicator.codeplex.com/

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TOOL #6: METABLAST Command line utility to document your metamodel Useful for documentation, planning development etc. Saves a lot of time

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

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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 CR

M 2011 XrmVisioER: CRM/xRM ER Diagram Generator

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NEWS

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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.

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ACTIVITY FEEDS 25

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EXTREMECRM CONFERENCE 26

http://extremecrm.com/default.aspx

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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: darko@infocumulus.com

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