Removing the secondary series in a chart

So you want to create a chart that has both the estimated and actual revenue of opportunities, simple right, yes in principle.

When you configure this simple chart, by default you are left with 2 series right and left showing different scales for the $ amounts, based on the data like below:

Secondary Series post 1

What I really want is one series, one scale and easy comparison, so how do I remove the secondary column?

It’s simple of course, just need follow these simple steps:

  1. From the chart options menu, select export chart
  2. Open the chart in a text editor
  3. Search for the following string – YAxisType=”Secondary“
  4. Now delete this string but don’t remove the />
  5. Save the file
  6. Now back in Dynamics, select import chart and select the new file
  7. Follow the wizard for importing and you are done
  8. Your chart should now look like this.

Secondary Series post 2

Simple, you can now apply this to any chart with a secondary axis. Happy Charting.

Critical update planned for Dynamics CRM in April for any Chrome based users

If you use Chrome to access Dynamics CRM then please read:

Users of Dynamics CRM that use Chrome as a browser to access Dynamics CRM due to a Chrome update (version 37 or higher) support for some features in Dynamics CRM has been deprecated. The deprecated feature of Dynamics CRM is the support for Modal Dialogues i.e. if you open up the form customisation and try and save and publish in Chrome on the latest version you may notice it does not save or publish.  This is because Dynamics CRM is using a modal dialogue, likewise you may see this behaviour on editing dashboards or updating status reasons. The current fix for this is a registry update which can be found here http://support.microsoft.com/kb/3000002, or using an alternative browser.

Microsoft has just announced that in April they will be releasing updates that will fix the feature deprecation. In order for customers, who are using Chrome browser, to continue to function, they will need to upgrade to the upcoming CRM versions listed below:

CRM 2011 – A COD will be delivered on CRM 2011 UR18(On prem Only)

CRM 2013 – A COD will be delivered in CRM 2013 UR3(On prem Only)

CRM 2013 SP1 – Fix will be included in CRM 2013 SP1 UR3(Online & On Prem)

CRM 2015 – Fix will be included in CRM 2015 UR1(Online & On Prem)

*Note: COD = Critical On Demand Fix

Please be aware that these updates are coming and will need to be applied to your environments to ensure Chrome based users can fully function on the latest versions. If you need support from Intergen to help with these updates then pleas get in contact with your Customer Services Manager or Account Manager or get in contact with me.

ClickDimensions – Jazzing up the form with the code editor

Problem: I create a form using ClickDimensions but its quite basic and the formatting does not match our website, what is possible, how can I make it look a little more professional?

Well with the latest release and the introduction of the code editor you can now update the CSS of the form and thus jazz it up a little, so how do I do this?

Lets take the following basic example from Intergen.co.nz events page where we use ClickDimensions forms for capturing event registrations. Our forms look like this and we are not using form capture.
Intergen event form

 

So in this simple example we have nice background image, some padding and the font matches our website. So how did we do this?

Simple, follow these steps:

  1. Create a new form or open an existing form – settings ->Web Content
  2. Click on the Design button to enter the design mode
  3. If this is a new form drag and drop the fields on to the form, like below:
  4. Form Editor
  5. Once you have added your fields save and then click on the Code Editor button
  6. From here you can adjust the CSS and add JavaScript to jazz up your form.
  7. For this simple example we just add a background image and some padding.
  8. The default CSS for the body is as follows:
    {
    padding:0px;
    padding:0px;
    }
  9. We simply change the body to:
    {
    margin-top:50px;
    margin-left:50px;
    margin-right:50px;
    margin-bottom:50px;
    padding:0px;
    background: url(“http://<<insert your public facing image location>/bgAirMail.png”) no-repeat scroll 0 0 transparent;
    }
  10. As below:
  11. Code editor
  12. Now when you select refresh you will see a margin placed around the form as well as the image you chose as the background displayed.
  13. Save and publish the form and you are up and running.

So via the code editor on a form I can do some cool things to jazz up my standard form and make it a bit more interactive, use the HTML preview to help identify the CSS tags, you do need some basic knowledge of CSS to do this but lots of resources on the web.

For more information see and explanation of how you reference other areas of the form see http://blog.clickdimensions.com/2014/01/new-feature-customize-your-clickdimensions-forms-with-css-and-javascript.html

 

 

 

 

 

 

 

Creating Event Labels from Dynamics CRM with a QR code, for quick attendance recording

So you run events and at the event you want to quickly update who has attended. You use Dynamics CRM to capture the event details and you record who has RSVP’d via campaign responses. You use mail merge to print out labels for the event.

Have you ever considered using QR codes on your labels to register people in? Did you know you can do this through standard Microsoft Word features (Word 2013 only) using mail merge? Well if you didn’t here is what you need to do:

  1. First you need to record the URL of the Campaign response record as a field on the campaign response. To do this you will need to do some minor config as follows:
    1. Create a new field on the Campaign Response record called “Record URL”
    2. Create a workflow that fires on Create of a new record to update the Campaign response Record URL using the field “Record URL (Dynamic)”
    3. Campaignresponse
  2. Next on to the mail merge, campaign responses do not support mail merge, to get around this simply export out the campaign responses using the standard export feature but ensure you include your new Record URL field.
  3. Now open Word 2013 and start a mail merge, select the exported out records to form the list to use.
  4. To add a QR code to your label you simply click “Insert Barcode Field” in the mailing ribbon, Select QR Code and select the Record URL field.
    1. qrcode
  5. You now have generated a unique QR code for each record.
  6. Print your labels and you are done.

Now at the event you can scan the QR code as they arrive and update the status reason of the record to Attended.

Limitations of the new Updated Forms (process flow) – Top 10!

So Polaris is live, and the new process forms now known technically as the updated forms look good, but what are the limitations of their use, what does this mean for my CRM instance? I have listed below some of the limitations of these forms so that you are all aware on when to use and when not to use!

  1. Only one Updated form can exist for any of the COLAC entities (Contact, Opportunity, Lead, Account and Case entities), multiple forms still exist for the Classic forms [Steven Foster Update] You can create multiple forms in the new mode, and visibility of these can be controlled by security roles, but only one form can be the default and there is no easy way to switch between the different updated form types other than switching to classic, changing to the different form and then closing the record and re-opening the record.
  2. No Javascript event handlers on On load, On change or On save, if included the form will return to Classic
  3. Only Web Resources can be added to the forms, which can interact with the fields on the form but they load asynchronously  which means there will be a delay
  4. Left hand navigation – you can view related records but cannot add new ones, so if you want to create an opportunity against an account then you will need to either add the opportunity as a sub grid or switch to classic forms
  5. You can only add Phone calls and tasks to the record, so as above if you want to create an appointment then you will need to add a subgrid or switch to classic
  6. The command bar cannot be changed in anyway, unlike the ribbon
  7. If you switch to Classic forms then these will become the default, and to enable the Updated form you will first need to open the record again and switch the form to the updated form, close and then reopen
  8. Cannot change the bing maps integration if you wanted to show a different address or different address fields
  9. Only one process form can exist for Opportunity, Case and Lead, so if you have different sales processes then you will either need to simplify to one or switch to classic
  10. You cannot change any of the locked components, which is a shame as the Case presents some core fields from the Account or Contact associated to the Case, but you can not change this if for example you wanted to add the Customer Pin to the form for validation purposes

The list could go on but that is a good start, so before you use the new forms, think about the impact! To turn off the new Updated Forms see my blog post https://nakedcrm.wordpress.com/2013/01/17/how-do-i-enable-for-some-users-by-default-the-classic-ui-forms-rather-than-the-new-process-ui-forms/

Update Rollup 12 FAQ and Known Issues

The Microsoft CRM Support team has posted a blog article with some FAQs and known issues for the December 2012 Service Update and Update Rollup 12 (UR12). Its a great resource and I would recommend you review it before going live with this update.

https://community.dynamics.com/product/crm/crmtechnical/b/dynamicscrmsupportblog/archive/2013/01/28/december-2012-update-has-been-released.aspx

You have an existing CRM online instance, your organisation has been updated with the latest Polaris release, but where is the new flat UI?

Polaris updates were rolled out to the CRM online hubs during January. This included the normal bug fixes, activity feed updates and cross browser support, but where is the new flat UI or other features that were mentioned?

To enable the Polaris functionality, you have to actually accept the changes and apply them to your organisation. After the initial update you will find a new menu option in the settings administration area called Product Updates. Product Updates will enable the new releases of functionality to be applied automatically to your solution.

So to apply the Polaris release you will need to follow the following steps, please note CRM will be out of action for approximately 10 minutes during the updates and once updated you can not uninstall.

1.     Step one – Log in as a System Administrator and navigate to Settings Administration and select Product Updates

Polaris Image 1

2.     Click on the update button to start the process

 Polaris Image 2

3.     Click Yes to accept the changes and to install, note you will not be able to roll back once you have accepted so please test in a non-production environment first.

Polaris Image 3

 
4.     The install will commence and during this period your CRM will be unavailable.

 Polaris Image 4

5.     On completion you will now notice that the generic font has been updated, to complete the process you will have now apply your customisations to the new UI forms.

 Polaris Image 5
6.     To do these navigate back to Settings Administration and click the Product Update button. Two new options are available, migrate to new forms and enable new forms.

 Polaris Image 6
7.     So what this enables is the ability for your system admin or partner to help migrate over the customisations to the new forms and test them prior to enabling them for all users. So the first step is to migrate customisations, what this means is that you will need to open your solution and update the new Account, Contact, Lead, Opportunity and Case forms to include the fields that you would like to appear.  

8.     Once you have migrated the changes you can test the new form layouts by publishing your changes and manually switching to the new forms via open up a record and clicking on the form selector and selecting the new form i.e. Contact. You will then need to save and close and re open the Contact to see the new UI form and your changes. 

Polaris Image 7
9.     So once you are happy with the changes you can now apply the new forms to all users. This will mean the new forms will open by default for all users. They can still switch back to classic mode via the form options once the new form has opened. So to enable the new forms click back on to product updates and select Enable new forms and click Yes to continue.

Polaris Image 8
10.  You have now completed the process and all users will have access to the new flat UI forms by default.