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Portal Code Editor

Configuring the Portals for Dynamics 365 could be very complex and time consuming – simply madness. I never gave up, but I believe it should better way to manage this madness these days. Recently Monsier Touzard, the creator of the XrmToolBox, released a new tool called the “Portal Code Editor” to help manage many things in a nice and easy way – Thanks God. It reduced my big effort a lot – well done. It is well structured and useful tool. Indeed a great tool it is and really needed!

More details: https://readyxrmblog.wordpress.com/2017/04/02/xrm-tool-box-portal-code-editor-overview-and-review/

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Set up Personal Settings

Because I receive many queries on Linkedin how to set up personal settings at D365 using User Settings Utility please find my answer in following post. I usually set up Personal Settings that way for CRM systems based UK. I hope it helps you – as a good example.  I published one post about it on Linkedin as well. Here is url: https://www.linkedin.com/feed/update/urn:li:activity:6277245355968995328

I would like to introduce/recommend User Settings Utility for all readers . It is a part of XrmToolBox. That way you can easily set up the personal settings for ALL CRM users in ONE GO e.g. time zone (UK), default currency(Pound),… Recently this tool saved me a lot of time. It is a little thing, but it really makes a difference, doesn’t it ? – a CRM’ game changer.

Usually I set up these 7 Personal Settings for All users (UK based CRM systems) like on following screenshot:

1,2,3. General Settings at CRM

4,5,6. Email Settings at CRM


Particularly setting number 5 on my screenshots is very interesting. It is important in tracking emails. Shortly I will write a post about tracking emails related to Case at D365 – a good example to understand tracking emails at CRM.

5. Select the e-mail messages to track in Microsoft Dynamics CRM – the following summarizes the various options. I usually choose All e-mail messages rather than E-mail messages in response to CRM e-mail.

  1. All e-mail messages – This will track all e-mail messages regardless no matter if it is a Dynamics CRM record or not
  2. E-mail messages in response to CRM e-mail  – This will track e-mails in response to current e-mails based on either the Tracking Token or Smart Matching configuration in System Settings. It looks to see if this e-mail has already been tracked in Dynamics CRM as well as the tracking token if one is being used.
  3. E-mail messages from CRM Leads, Contacts and Accounts – This will only track e-mails only if the sender is a lead, contact, or account.
  4. E-mail messages from CRM records that are e-mail enabled – This will track e-mails from all record types (all entities), including custom record types (custom entities) that contain an e-mail address field.

6. Automatically create record in D365

I usually select NO, because we don’t know for 100% sure it should be created automatically Contact or Lead, but I image it can depend of very specific requirements and you want to create Contact/Lead every time.

7. Error notification

I usually disable the errors notification to not frustrate the users. By the way I opened a very interesting discussion about it on Linked. Please look at this post.

 

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How to Disable the Script Error Notifications in Dynamics 365 ?

If you have any CRM presentations I would really recommend to disable the “Send Report to Microsoft” error pop-up. I saw users who were scared when they saw it. It is very easy to disable it.

You can disable the Script Error Notifications in Dynamics 365 using following steps:

  1. Navigate to Microsoft Dynamics CRM > Settings > Administration > Privacy Preferences
  2. On the Privacy Preferences Tab, select the option “ Specify the Web Application Error Notification preferences on behalf of users”
  3. Select the one of following options
  • “Never send error report to Microsoft”
  • “Automatically send an error report to Microsoft without asking the user for permission”

We have started very interesting discussion about it on Linkedin. Please look at this post. Here is url: https://www.linkedin.com/feed/update/urn:li:activity:6269476936607633408/

Other useful links:

https://community.dynamics.com/crm/b/xrminadynamicsbox/archive/2014/10/20/how-to-disable-the-send-report-to-microsoft-error-pop-up

https://community.dynamics.com/crm/b/crmtipsfromadeveloper/archive/2017/03/28/disable-the-script-error-notifications-in-ms-dynamics-crm-365

How to Disable the Script Error Notifications in Dynamics CRM 2015

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Microsoft Tech Summit – Build your cloud and infrastructure skills

I was invited for Microsoft Tech Summit at Birmingham. It is very important for companies like TopOneCRM to constantly interact with Microsoft community. It will be a great pleasure for me to represent TopOneCRM on this event  and connect with Microsoft engineering experts, technology partners and Microsoft’ community.

It is a two-day free technical training event where you can improve your cloud and infrastructure skills. More details you can find using following link – Microsoft Tech Summit 2016-17

Hopefully see you there!

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CRM Saturday – Free CRM Technical & Strategy Event

I really enjoyed CRM Saturday at Microsoft in Paddington, London. Great day and very insightful sessions from all the speakers. Nice to see all the familiar faces again. I have finally met personally those who I have connected only on Linkedin or I have knows only their blogs e.g. Ben Hosking, Marius Agur Pedersen and many others.

It was fantastic well organised event with very informative sessions. I highly recommend CRM Saturday to all CRM professionals. It is a great occasion to see many colleagues from the Dynamics community. See you at the next one!

If you need more information about CRM Saturday 2017 please visit following links:

  1. What I learnt from CRM Saturday Paddington by Ben Hosking
  2. Agenda for CRM Saturday London

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Comprehensive online guide for Dynamics 365

CRMBOOK published by PowerObjects can be useful for CRM users on different level of experience with this product. It also covers many topics from previous versions of Dynamics CRM e.g. 2011, 2013 to show for example how a navigation was changing to improve user experience.

The content of this book covers topics ranging from the basics to the more advanced questions about CRM administration and extending as well.

The idea with online book is really great,  especially when Dynamics CRM is chaining so often and we experience so many releases, updates,…

PowerObjects decided that they would not bother with print and publish an online book that could be easily maintained – reallygood point.

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Differences between MS CRM 2011 & MS CRM 4.0

We usually work on the newest version of Dynamics CRM e.g. Dynamics 365 now. However we still have some clients who use CRM 4.0 . The thing is, some companies didn’t decide to upgrade their CRM system and they still need our support and CRM strategy. We are even surprised how many clients are asking about our help and strategy in upgrading their CRM 4.0 to CRM 2011 or higher.

Recently we were very often asked to highlight the biggest differences / concerns between MS CRM 2011 & 4.0. First of all, there are many differences about syntax/methods between CRM 2011 and CRM 4.0. Please check some of the comparisons on the above image.

However there are more syntax differences between CRM 4 and CRM 2011 at least in:

  • data types
  • plugins
  • workflows

As we promised we try to keep everything simple. However if you need more technical details about it we would recommend you two following articles:

  1. A Summary Syntax Difference between CRM2011 and CRM4.0 made by Ben Hosking. Ben Hosking did a great job and summarised everything in one post.
  2. Differences between Dynamics CRM 4.0 and CRM 2011 by Ash
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www.xrmarchitects.com – Innovation and Excellence in Microsoft

I was happy to accept invitation from Simon Jackson to be an associated CRM/AX Solution Architect with XRM Architects.

The website www.xrmarchitects.com went live and shortly team page will go live as well.  XRM Architects specialise and provide bespoke Microsoft Dynamics 365 solutions. Implementing the right CRM solution first time for the client is a priority for XRM Architects. Getting it wrong is very expensive waste of time and resources, isn’t it ?

I follow Simon’ articles on Linkedin, posts and blogs. I think he really does a great job for CRM community. I was impressed his innovative and interactive blog – well done. His blog was also very informative for me last year. Please look yourself as well – https://crm-musings.blogspot.co.uk/

The readers can even switch between custom views for posts e.g. Flipcard, Mosaic, Sidebar, Snapshot, Timeline. My favourite view is Snapshot – https://crm-musings.blogspot.co.uk/?view=snapshot

Last, but not least I highly recommend to read 11 Top Tips for CRM Success from XRM Architects. There you will find 11 top tips to getting CRM system implementation right the first time.