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.

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An Overview of Project services

Project services for Dynamics CRM has been released in the CRM Online Spring release. Project services will enable all aspects of a project to be managed in CRM from Pre sales opportunity management through to project planning, delivery and billing.

Project services will be delivered under an add on license to a CRM Online Basic or Professional sku. When trialing Dynamics CRM Online you will be able to load as a solution a trial of Project services.

The core capabilities of Project Services are:

  • Opportunity Management
    • Estimate, quote, and contract work, Plan and assign resources and Enable team collaboration
    • This great feature allows for a project quote to be created off the back of a work break down structure definition. As pre sales you will be create a draft project, start from a project template and adapt for the specific needs of the opportunity. Once the plan has been approved you can import in the project lines in to the quote and summarise the details by role or phase. Using the new word template functionality you will then be able to create a nice looking word document for your quote / statement of work.
  • Project-based contracts
    • Project contracts relate quotes and orders to project plans, financial estimates, labour pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.
  • Project planning
    • Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.
    • WBSpic
  • Resource management
    • Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.
    • Resourcing of projects can be performed by a centralized user role or by the project manager depending on your organisation needs.
    • Resource Availability screenshot
    • ResourceAvailability
    • Resource Utilisation screenshot
    • Resource Utilisation
  • Time and expenses
    • Capture time, expense, and progress data for real-time insights and accurate invoicing
    • Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items.
    • Screenshot of the time recording grid view
    • timerecording
  • Project billing
    • Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, is recorded for use in analytics and integration into financial systems.

What’s new in the CRM 2016 Spring Release

Dynamics CRM 2016 Online SP1 has been released and again its another big release for Dynamics with a lot of new capabilities being added. The focus has been heavily on expanding the service and mobile capabilities of Dynamics CRM

In this blog I will summarise some of the changes and values that they bring you as a business:

Mobile:

  • The big news here is that it has gone Offline, you can now define the rules for offline access via the new administration settings area in Dynamics. Some caveats to be aware of, its only available to organisations that have 5 or more professional licenses or 1 enterprise license, the licenses do need to be assigned to users for mobile offline to be engaged, it is not available for trial or sandbox environment, and any changes to a user security privileges will not take effect for offline until after the next synchronization.
  • Data for the offline users is stored in a separate SQL Azure Database and for offline access stored on the device in a local database. It is important if you are going to use CRM Mobile Offline that you utilize tools like Intune to manage the devices connecting for security of local data. iOS and Android mobile applications can now be managed in Intune MAM without enrolling the device.
  • For more information on setting up Mobile offline see Offline User Guide
  • Other mobile enhancements include the ability for service reps to manage Knowledge base articles
  • For sales professionals to manage quotes, orders and invoices via mobile
  • Improved start up performance after admin changes
  • Ability to set-up mobile device conditional access – You configure conditions for CRM access at the Azure Active Directory group level. For example, you might want to set up conditions that require multi-factor authentication for mobile users accessing CRM when they’re not at work—or maybe you want to require it at all times. You can also set up conditions that require the user’s mobile device to be compliant with your policies before the user can access CRM.

Productivity:

As with every release a high degree of focus is placed on productivity as with this release. The following improvements have been made:

  • Collaboration with Office Groups – Office groups can now be reconnected to other records in CRM.
    • Notification of deleted groups within CRM to allow you to reconnect to another group
    • Project team members are automatically added to a group
  • Email signatures – you can now define signatures for users and queues for web client emails
  • Inline Help – Learning path is a new guided user experience tailored to roles in the organisation. The first release will see the content pre canned for some of the new features, we hope in future releases this will be opened up for configuration so that we can create personalized content for a releases

Service

Service has seen some major enhancements with the release of Project and Field Services as core components of Dynamics CRM Online. These new features are licensed as an add on to a Basic license so are not included in the base license.

  • Project Services – manage project based sales, includes:
    • Estimate, quote, and contract work
    • Plan and assign resources
    • Enable team collaboration
    • Capture time, expense, and progress data for real-time insights and accurate invoicing
    • Project based contracts
    • Project planning
    • Resource management
    • Time and expenses
    • Project billing
    • Watch the video at Project services YouTube video
  • Manage your Field service workflows
    • Field service, the recent FieldOne acquisition has now been fully embedded and enhanced for Dynamics CRM.
    • Field service is an end-to-end solution that delivers advanced scheduling, inventory tracking, and asset management for service depots and highly mobile, in-field specialists who need to fulfill work orders and provide preventive maintenance across multiple sites under complex service agreements.
  • Create SLAs for any entity
    • With this release you can now easily create SLAs for a select few system entities and all custom entities. For example you could create an SLA for a Lead first response in, conversion SLA. Lots of possibilities for SLA configuration.
    • The following system entities are included:
      • All activity entities (such as Email, Task, and Appointment) except recurring appointments
      • Account
      • Contact
      • Invoice
      • Opportunity
      • Quote
      • Lead
      • Order
    • For more information on SLA configuration see My post on SLA set-up and SLA Help guide
  • Interactive service hub enhancements
    • Apply service level agreements (SLAs) for Case and custom entities. This functionality is the same whether you use the web client or the interactive service hub.
    • Track progress of SLA KPIs with the timer control.
    • Remove redundancies between similar cases by merging them into a single case.
    • Access forms and dashboards easily using keyboard navigation

Analytics Features

  • New Service Content Pack includes several key indicators such as cases created, cases resolved, satisfaction percentage, top agent leaders, and most used and viewed KB articles.
  • Improved Sales Manager Content Pack includes OData (Open Data Protocol) version 4.0 support.
  • The ability to embed Power BI tiles directly into CRM user dashboards. This allows you to launch an interactive report from Power BI tiles directly from a CRM user dashboard, without having to switch to the Power BI service.

Portals

Self service portals will be released slightly after the general release of Dynamics CRM Online and will include a set of preconfigured portals that can be deployed utilizing the Adxstudio recent acquisition capability. The following portals will be made available and will utilize Azure services:

  • Custom portal. The custom portal is a basic portal that contains flows and pages common to all portals. It includes basic support content as well as custom applications to meet the specific support needs of different organizations, including login/authentication features and contact pages.
  • Customer Self-Service portal. Lets customers access self-service knowledge and support resources, increasing customer satisfaction, reducing call center volumes, and ultimately allowing service agents to focus their efforts on issues of greatest impact.
  • Employee Self-Service portal. Creates an efficient and well-informed workforce by streamlining common tasks and empowering every employee with a definitive source of knowledge. Employee self-service is now available worldwide using CRM and portal capabilities, and is available in all CRM Online markets.
  • Community portal. Enables peer-to-peer interactions between experts in the community, subject matter experts within an organization, and internal and external users. Communities organically grow the catalog of available knowledge from knowledge base articles, forums, and blogs. Participants can provide feedback through rating and comments features. Contributors can also receive alerts on content revisions and workflow updates.
  • Partner portal. Create an environment for interacting with your partners and collaborating on sales opportunities to provide products and services based on your customers’ needs.

Unified Service Desk Enhancements

A number of improvements were made to the Unified service desk these include:

  • Interactive service hub integration. The interactive service hub can now be integrated with Unified Service Desk so users can open and control interactive service hub pages inside Unified Service Desk.
  • Windows Update. Unified Service Desk also supports Windows Update now. Windows Update is an easy and free way to help keep Microsoft applications (like the Unified Service Desk client) safer and running smoothly. Just turn it on, and you’ll get the latest security and other important updates from Microsoft automatically, or you can choose to apply updates manually.
  • Demo packages. New demo packages include samples for new Unified Service Desk environments, upgrading existing Unified Service Desk environments, interactive service hub integration, and Dynamics CRM 2013 or later web client.
  • Telemetry. You can now help improve Unified Service Desk by sending usage data to Microsoft anonymously.

Company News

  • The Company news and timeline solution lets users see the latest and most important news from Bing news on their mobile devices. News articles are organized by time (Today, This Week, Last Week) and contain the headline, date/time, and source of the news article. Important events are detected and categorized, including management changes, earnings releases, new offerings, cost cutting, growth, legal issues, acquisitions, and partnerships.You can use a new custom control to add and configure a news feed for the mobile apps.

Hybrid server-side sync (CRM on premises to Exchange Online)

  • You can use server-side synchronization to automatically synchronize email, tasks, appointments, and contacts between CRM and Microsoft Exchange. Now you can do a reverse-hybrid scenario by connecting CRM on-premises with Exchange Online. This means you can now use server-side synchronization for all four connection scenarios:
  • Serversidesync CRM 2016SP1

CRM APP for Outlook available for CRM On Premise

  • The CRM APP introduced in the CRM Online 2016 release is now available for CRM ON Premise. The following table defines the versions and functions available:
    Read email Compose email
    Outlook on the web (OWA) on all major desktop browsers Yes Yes
    Outlook 2013 Yes No
    Outlook 2016 Yes Yes
    Outlook for Mac Yes No

 

Customer Field

  • The customer field is a special field you find on some custom entities that let you select an account or contact record as the customer. In the new release you will be add a new field as a type of Customer to your system entities.
  • This feature will be available slightly after the general release of CRM

Filter your activities in the activity pane in CRM 2016

The activity pane is a great area in CRM to see all the activity regarding an account and if used well can create a great story of interactions. But there is often a lot of noise with system activities being displayed or activities that you are not interested in.

In CRM 2016, you can filter the activity pane by clicking on the filter icon, see screenshot below. You can then select the activities you are interested in.

actvity pane filter

May be in the future will also be able to do it by date, but not just yet.

Dynamics CRM 2016 Release Preview Information

Dynamics CRM 2016 in the name of the next release for Dynamics CRM expected this Fall (December / January), and what a release it looks like it will be.

I have listed some resources that share some of the new features and content:

Microsoft Blog by Bob Stutz

Microsoft Dynamics CRM 2016 – Delivering the Next Generation of Intelligent Customer Engagement

YouTube Video on the new features

Youtube2016

Preview Guide

CRMPreviewGuide2016

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!

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.