Changing the Entity Tile Colour

Did you ever wish you could change the colour of one of the entity tiles like account from the Case from purple to say yellow?

Well in Dynamics CRM Online Spring 2015 Update 1 you now can and its really easy if you know your hex colours 🙂

So my scenario I want to change the Case Purple tile to Yellow, this is what it looks like out of the box:

Changingthe entity colour in the site map 0

To change it to yellow, follow these simple steps:

  1. Open up Settings->Customise the system
  2. Open up the entity you want to change in this scenario Case
  3. Now you will need to use a hex converter like http://www.colorhexa.com to identify the colour you want
  4. When you have the hex code simply update the field in the entity form labelled Colour, as below
  5. Changingthe entity colour in the site map 2
  6. Now save and publish the entity
  7. Refresh you CRM browser and now navigate to Case, you will see it has changed to the colour specified
  8. Changingthe entity colour in the site map 3

Happy colour changing!

Immersive Excel, the future looks very exciting

So what is the immersive Excel experience you say? Well imagine you are working with a list of records and you want to do a quick sum or ad hoc calculation on the values, you can now open in Excel Online inside of Dynamics CRM and perform the action that you want to do. You can even update the values and reimport in if you have the right security roles.

So what do you need?

  • Dynamics CRM Online Spring Release Update 1
  • An Office 365 plan that includes Office products

What does it look like?

So basically select any view in CRM and then select export to Excel and select Excel Online.

Exporttoexcelonline

The view will then open in Excel online as below:

Immersiveexcel

Now you have it in Excel you can manipulate the data. In the example below I have summed up the estimated value and have added a Pie Chart for effect!

Excelonlinechart

Finally If update the Probability of my opportunities, I can simply select Save Changes to CRM button above the Excel logo and import the changes into CRM, easy.

Update Behaviour, the basics

One thing to note if someone else has subsequently updated one of the opportunities that I have updated in Excel, that specific row will fail on the import, the online update will always win.

What’s next?

At Convergence 2015 in the roadmap session, in the Fall release we may see some pre-built templates that can be opened in the context of the view selected and have the ability to create and then easily share. Slide from the CRM Roadmap session:

fall excel release

Export to Excel redesign, what you need to know

Have you ever exported to excel to find that some of the column formats that were exported did not match the type of record in CRM?

Well in the Spring Release Update 1 this has been fixed. So what’s new?

The Redesign

  • The export dialog has gone, you choose via the dropdown how you want to export the data i.e. to excel online, static or dynamic
  • What you see in the view is what is exported
  • No more warning messages, file format is set to XLSX
  • The column names and view column widths are used to pre format the excel sheet
  • The tab name is the same as the view name
  • All pages are exported
  • The data is always importable no more separate process, the same file is used
  • Export and import limit updated to 100k and 32mb

The New Mapping

The table below details the new CRM data format mapping to Excel.

datamapping

** Excel does not native data type to show date + time in one cell, as a result, only date is visualized in Excel for a date-and-time data.