CRM background color

With Dynamics CRM 2015 Update 1 Microsoft introduced the possibility to create own themes. In this post I won’t show you default settings and screenshots of unicorn colored CRM systems, I will show you the hidden setting for the CRM background color.

When you query the properties of a theme you will discover a setting that isn’t visible on the theme record (the highlighted line).
Please spare yourself the trail to customize the theme formular, it is not possible.

So I had the idea to update the value directly through a web service call and it works.
After publishing the theme, I had a new CRM background color.

CRM background color

What you need to know is that Microsoft changes value back to the original CRM background color (#FFFFFF), every time you save the record through th UI.

The CRM background color bookmarklet

Since I’m a lazy guy who likes it when things are reusable, I’ve created the following bookmarklet.

Drag and drop the “CRM background color” button on your bookmark toolbar.
 

With the bookmarklet your process to change the CRM background color is:

  1. Open your theme record
  2. Make your customizations
  3. Save the theme
  4. Use the bookmarklet
  5. Publish your theme

I’m not sure if Microsoft will support it.
From a technical point of view is it only an update of a record through the webservice. Considered a manufacturers point of view, they don’t want that we can change it – otherwise we had probably an option for it in the UI.

Happy styling!

 


Limits for custom parameters

Have you ever asked how many characters you can pass as parameter to a Javascript event handler or to a HTML webresource? I do, because I like to give a consultant or the customer the possibility to pass dynamic values in form of JSON objects or even whole functions without touching my code.

HTML webresource

The limit here is at 1.500 characters.

Javascript event handler

I think there no limit. Really. I made a test with up to 2.400.000 characters without any problems. The only thing that I would mention – do not exaggerate it as I did, because the performance suffers quite a lot.

 


ImportSequenceNumber field in Dynamics 365

Today I stumbled over the meaning and purpose of the “ImportSequenceNumber” field in Dynamics 365 (or Dynamics CRM, If you have not got used to it like me).

The ImportSequenceNumber field itself

It’s an integer field that is reachable through the field list in a solution. It is searchable but you are not able to add it to a form.

ImportSequenceNumber field in Dynamics 365

ImportSequenceNumber purpose

Every import in Dynamics 365 is numbered with an ascending number which is globally stored in the “Organization.CurrentImportSequenceNumber” attribute. Every record created during an import gets this number as value for the ImportSequenceNumber field.
By this way Dynamics 365 can show you all records that are created during an specific import or let you delete all records created by an import.

ImportSequenceNumber field in Dynamics 365

 


Microsoft Dynamics Timeline

At the eXtreme CRM 2015 in Madrid we played all together the “Dynamics CRM Trivia” at the evening event and I realized that I do have absolutely no idea about the time before I started in 2011 with Dynamics CRM. In addition to that the release cycles have become increasingly shorter and more products were added and I am also only hardly able to remember when was which released. To fill both gaps at once, I have created this Dynamics CRM timeline.

Microsoft Dynamics Timeline

Short introduction, to the left it goes into the past and the release dates are accurate to the month.

If you want to create a timeline by yourself, you can do it at knight lab.

 


Integrate Social Listening in Dynamics CRM Online

About two years ago, Microsoft has acquired the Swiss startup “Netbreeze” and integrated under the name “Microsoft Social Listening” in the Dynamics world. With the Wave Spring 15 Update the tool was renamed again in “Microsoft Social Engagement“, you do not only hear your customers, now you interact with them.
Social engagement is a pure online service and is available as a Standalone Version or for Dynamics CRM Online customers free of charge with a minimum of 10 CRM Professional licenses.
I will now show you how to integrate Social Listening into Dynamics CRM Online. Notice that the connection with Dynamics CRM OnPremise works differently.

Dynamics CRM Configuration

Requirements for linking the two services are:

  • Both services are in the same Online Services Tenant.
  • The users have a licence for both products.
  • At least Dynamics CRM Online 2013 (V6.0), that should already apply to all CRM Online customers..
  • The users have the URLs from both services in the local Intranet Zone.

Built in a form

In the “Insert” tab of the form editor, you will find the item “insights from social media”. This you could also add multiple times to the fomular.

Configuration for a single record

Unfortunately, both services are not so closely linked together that automatically the correct data is pulled, therefore you have to say what you would like to see for which record. “Configuring insights from social media” click on it.

Built in a Dashboard

The configuration for Dashboards works similarly to the configuration in the form editor.

Good to know

Should you have multiple CRM instances in the same tenant have one, you can also connect them with your Social Listening instance.

Reset the integration

The settings you have made in your records and dashboards can you easily resetet globally. Simply going back “Microsoft Social Listening configuration”.

 


Dynamics CRM Bookmarklets V2

About a half year ago, I’ve shared my Dynamics CRM Bookmarklets collection with you. Currently the collection has been reworked several times and the number of Dynamics CRM Bookmarklets Sammlung has been nearly doubled. I was influenced particularly with the new ideas for the bookmarklets by Jukka’s ‘CRM Navigation Hacking’ and Markus ‘Find Dependencies for Uninstalling Solutions’.

Compared to my first “Dynamics CRM bookmarklets” article, the display format has changed. Mainly because the implementation was not working clean as a hyperlink. In addition, some functions were still packed in an anonymous function.

Do you want to use one of bookmarklets, you just need to creat any bookmark in the bookmark toolbar of your browser and you change the URL to “javascript: (function () {…” and everything after the line comes from.

If you work with several browsers and want to your bookmarks synced in all of them I can recommend you Xmarks.

Updates!

  • 2015-07-19: added “new solution” and “open default solution”
  • 2015-04-26: added “open perfomance center”
  • 2015-04-19: added” update view”
  • 2015-04-15: added “clear localStorage” and “clear seesionStorage”

Should you have own ideas or bookmarks that I have not covered here, you can send me them very gladly.

 


E-mail tracking with custom email fields

Anyone who has ever worked with the Dynamics CRM for Outlook client, is familiar with the procedure of email tracking. You press the “Track” button and the CRM client creates on an e-mail record on the CRM server which again resolves the recipient and sender addresses, and linked to the corresponding records. But what if I want to same more e-mail addresses?

Are e-mails tracked when the e-mail adress is noted in a custom field?

The entity “Contact” has by default already three e-mail address fields. So, I’ve created a custom field as the fourth e-mail field.

When creating your own e-mail address field, it is important that chooses the “e-mail” format. So the CRM know that it can search here for e-mail addresses. By the way is then performed a validation in this field and the e-mail address is formatted as a mailto link, so that your email client will directly open when you click it.

new email field for contact

Next, I’ve created a contact record with four different e-mail addresses and wrote them a message to them and tracked it.

Conclusion to E-mail tracking with custom E-mail fields

In the following screenshot you can see that it works perfectly. All present and the new e-mail address field are actually assigned only by tracking to the contact, to set a regarding was not necessary.

contact with four mail addresses

 


Dynamics CRM 2015 Outlook Client

Compared to its predecessors, Dynamics CRM 2011 and 2013 has not changed much in the system requirements and the configuration of Dynamics CRM 2015 Outlook client. The demands on the hardware has not changed and the demands on the operating system and the Office suite have been updated.

Dynamics CRM 2015 Outlook Client – System Requirements

Hardware Requirements

  Minimum and Online Mode Recommended and Offline Mode
CPU 1,9 GHz x86 or x64 Dual-Core
with SSE2 instruction set
1,9 GHz x86 or x64 Dual-Core
with SSE2 instruction set
RAM 2 GB 4 GB
HDD 1,5 GB 2,0 GB, 7200 RPM
VGA SVGA, 1024×768 SVGA, 1024×768

Microsoft Dynamics CRM 2015 for Outlook will be probably also install and operate with fewer resources, but then performance is below what Microsoft provides for this application.

Network Requirements

  • Banwidth > 50 kbps
  • Latency < 150 ms

Software Requirements

  • Operatingsystem
    • Windows 8.1, Windows 8, Windows 7 and Windows Vista SP2 (x86 or x64)
    • Windows Server 2012 when running as a Remote Desktop Services application
  • Browser
    When it comes to browser I want to mention that the Outlook client uses the engine of Internet Explorer, this should therefore necessarily be installed in a supported version.

    • Internet Explorer 10 and 11
    • Mozilla Firefox (latest Version) on Windows 8.1, 8 or 7
    • Google Chrome (latest Version) on Windows 8.1, 8 or 7 and also on Google Nexus 10 Tablet
    • Apple Safari (latest Version) on Mac OS X 10.8 (Mountain Lion), 10.9 (Mavericks) or Apple iPad
  • Microsoft Office
    • Microsoft Office 2013
    • Microsoft Office 2010

    Do you have multiple versions of Microsoft Outlook the Dynamics CRM 2015 Outlook client is only running in the latest version of Outlook.

     

  • Miscellaneous
    Following components will be, if not already present in the system, installed::

    • Microsoft .NET Framework 4.5
    • Microsoft Windows Installer 4.5
    • MSXML 4.0
    • Microsoft Visual C++ Redistributable
    • Microsoft Report Viewer 2010
    • Microsoft Application Error Reporting
    • Windows Identity Framework (WIF)
    • Windows Azure AppFabric SDK V1.0
    • Windows Live ID Sign-in Assistant 6.5
    • Microsoft Online Services Sign-in Assistant 2.1
    • Microsoft SQL Server Native Client
    • Microsoft SQL Server Compact 4.0
    • Reporting Services Microsoft ActiveX Control

Dynamics CRM 2015 Outlook Client –
Installation resp. Upgrade-Installation

  1. System Requirements Check
    • For an upgrade installation, the Microsoft Dynamics CRM 2013 Outlook client must be installed.
      The 2011 or even the 4.0 client is not supported and should first be removed.
  2. Log in as a local administrator on the computer
  3. Best Practice: Install the most recent updates for Microsoft Office
  4. Get installation files and start:
    • Web-Installer
      Do you work with computer on which is Outlook installed and you oepn CRM in a browser, you will be presented a yellow message bar which is labeled “Get CRM for Outlook”. If you push the button, a small web installer downloades the then starts and the installation of Microsoft Dynamics CRM 2015 for Outlook starts.
    • Download-Installer
      To completely download the installer on your computer you will need to browse to the Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (Outlook client) download page. There you can download the installer and for your Outlook version (x86 or x64) in accordance with your CRM servers version and its base language. Also possibly later released a service pack and update rollups should be installed in accordance with the CRM Server version and base language. Once the download is complete you start the downloaded file and start the installation.
  5. Accept license agreement
  6. Selects whether now already want to obtain updates through Windows Update and ride with the installation.
            I prefer the subsequent installation by Update Rollup her mostly found on Microsoft download page below the download installer, so I know exactly what is installed.
  7. If you click here on options, you can choose to install the offline functionality of the Dynamics CRM 2015 Outlook client. For this, a Microsoft SQL Server Express 2012 is installed. You can also install this function at any time later by just click “Go Offline” in the Dynamics CRM 2015 Outlook Client .
  8. Now click on “Install” respectively “Upgrade now” and off you go.

Dynamics CRM 2015 Outlook Client – Configuration

  1. Should you have never started Outlook is this the first step. The Microsoft Dynamics CRM 2015 for Outlook client requires an existing e-mail profile.
  2. Start Configuration-Wizard: on the start screen click “Configuration-Wizard” or in earlier Windows Versionen go to Start > All Programs > Microsoft Dynamics CRM > Configurations-Wizard. You can also start the Configurations-Wizard from the CRM Tab in Outlook.
  3. Server URL
    • Microsoft Dynamics CRM Online customers can open the Dropdown-List and will find the entry “CRM Online” vor
    • Microsoft Dynamics CRM on-premise customers enter the internal or external URL of the Discovery-Service URL, depending on your configuration
  4. Click on “Test Connection…”. For CRM Online you will be probably asked for your credentials. Use the credentials you for CRM in the browser.
  5. On successful connection test it fills the section “Organisation Information” with the organizations available for your users.
  6. Pick your organization and click OK

 


Microsoft Dynamics Online Services Prices

NOTE! This post is out of date and I have no substitute for it yet.

It’s not really easy to find a reasonable price list for Microsoft Dynamics Online services prices. Recently I found but one at Microsoft and I take the liberty to adopt this for my blog. I’ve changed it a little bit, grouped by product and supplemented by one point. In my opinion it is a very useful overview. I’ll update the prices here regularly and track the changes.

Below you’ll find an “update” box in which I record the changes with date. If I make an update, I will also leave an update, so that you can subscribe to the comment feed to be always up to date.
Here is the Comment-Feed.

Dynamics CRM Online

Product Price Unit
Dynamics CRM Online Essential €12,70 ($15.00) / User / Month
Dynamics CRM Online Basic €25,30 ($30.00) / User / Month
Dynamics CRM Online Professional €54,80 ($65.00) / User / Month
Dynamics CRM Online Professional Add-On to Office 365 €42,20 ($50.00) / User / Month
Dynamics CRM Online Enterprise €168,70 ($200.00) / User / Month

Dynamics CRM Online Add-Ons

Product Price Unit
Dynamics CRM Online – Enhanced Support €4,20 ($5.00) / User / Month
Dynamics CRM Online – Professional Direct Support €7,60 ($9.00) / User / Month
Dynamics CRM Online – Additional Storage €8,40 ($9.99) / GB / Month
Dynamics CRM Online – Additional Production Instance €463,00 ($549.00) / Instanz / Month
Dynamics CRM Online – Additional Non-Production Instance €126,50 ($150.00) / Instanz / Month
Dynamics CRM Online – Portal Add-On

€421,70 ($500.00) / Portal / Month
Dynamics CRM Online – Additional Portal Page Views €42,20 ($50.00) / 500k / Month
Dynamics CRM Online – Field Service User Add-On €29,50 ($35.00) / User / Month
Dynamics CRM Online – Employee Self Service €2,50 ($3.00) / User / Month

Dynamics Marketing

Product Price Unit
Dynamics Marketing Enterprise €105,40 ($125.00) / User / Month
Dynamics Marketing Additional Email Messages €16,90 ($20.00) / 10k / Month
Dynamics Marketing Additional Storage €1,70 ($2.00) / GB / Month
Dynamics Marketing Sales Collaboration €1,70 ($2.00) / User / Month
Dynamics Marketing Enhanced Support €4,20 ($5.00) / User / Month
Dynamics Marketing Professional Direct Support €7,60 ($9.00) / User / Month

Social Engagement

Product Price Unit
Social Engagement Enterprise €105,40 ($125.00) / User / Month
Social Engagement Professional €63,20 ($75.00) / User / Month
Social Engagement Enhanced Support €4,20 ($5.00) / User / Month
Social Engagement Professional Direct Support €7,60 ($9.00) / User / Month
Social Engagement Additional Posts (100 Einheiten Minimum) €33,70 ($40.00) / 10k / Month
Social Engagement Additional Posts (10 Einheiten Minimum) €59,00 ($70.00) / 10k / Month
Social Engagement Additional Posts (Kein Minimum) €84,30 ($100.00) / 10k / Month

Parature

Product Price Unit
Parature Enterprise €105,40 ($125.00) / User / Month
Parature Additional Departments €168,70 ($200.00) / Abteilung / Month
Parature Additional File Storage €16,90 ($20.00) / GB / Month
Parature Additional Page Views €42,20 ($50.00) / 500k / Month
Parature Additional Records €42,20 ($50.00) / 500k / Month
Parature Enhanced Support €4,20 ($5.00) / User / Month
Parature Professional Direct Support €7,60 ($9.00) / User / Month
Updates:
18.06.2016: Many small adjustments in cent range
18.06.2016: Addes US Prices
18.06.2016: Added Portals Add-On
18.06.2016: Added Field Service Add-On
18.06.2016: Added CRM as Office 365 Licence
18.06.2016: Removed Sales Productivity Promotion

22.08.2015: Updated prices for Microsoft fiscal year 2015
22.08.2015: Updated source URL
17.05.2015: Added “Social Engagement Enterprise”.
17.05.2015: “Social Engagement Professional” reduced from 76,70 ($) to 57,53 ($).
17.05.2015: Renamed “Social Listening” into “Social Enagement”.
04.01.2015: Added Parature.

Source: Microsoft

 


CRM 2015 Link Collection

Sonst versuche ich in meinen Artikeln euch Wissen zu vermitteln. Diesmal ist aber einfach nur eine Dynamics CRM 2015 Linksammlung. Ich möchte mir und euch damit das nervige Suchen von Informationen im Netz, Favoriten oder Newsreadern ersparen. Und weil geteiltes Wissen doppeltes Wissen ist, mache ich das Ganze öffentlich.

Downloads

Informationen

Allgemein

Für Admins

Für Entwickler