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Wednesday, 03 August 2016 00:00

Retrieving Data in Microsoft Dynamics CRM

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Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the SQL views are easy to identify. A Microsoft tip sheet notes that SQL-based reports in Dynamics CRM use the filtered views provided for each entity to retrieve data for the reports. 

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To obtain the query, users can download the SQL Server Management Studio (SSMS) online. 

Apart from being automatically created, Filtered Views offer the benefit of being updated for custom entities, having security embedded in the view, and being supported after patches, service releases and upgrades.

To learn more about how WebSan Solutions can support your Dynamics CRM projects and implementation, visit our Solutions page or contact us

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

Published in Dynamics CRM

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Being part of the help desk support team affords me the opportunity to learn about little idiosyncrasies in Dynamics CRM. And I like to pass along these sweet nuggets to our loyal blog readers in case you find yourself in a similar pinch.

Have you ever wanted to add ‘Company’ to an existing Lead view, and the field is nowhere to be found?

In order to see the field, you need to perform a bit of trickery…

ü  Choose any other entity from the ‘Record Type’ dropdown,

ü  Then switch back to the Lead entity

ü  Click on the Display Name column, sort and re-sort, and like magic ‘Company’ will display

 

 

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From a View, have you wanted to filter by a specific column, but found that the sort option for that column is not available? Similarly, when performing an Advanced Find Query, a field that you would like to exercise a query filter against is not shown in the list of available fields to select from?

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The reason for this is actually quite simple to remedy. The field has not been defined as ‘Searchable.’

To resolve, go to Settings à Customizations à Customize the System à Expand Entities node à Select Entity and expand à Fields node à Select Field à Change Searchable to Yes à Save, Close and Publish.

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When performing a Global Search, records you assumed would show up, don’t?

ü  Confirm that the entity has been enabled for Search. Settings à Administration à Select Entities for Search

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ü  Also ensure that the fields are selected in the Quick Find View for the entity.

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 Last little tip -- When creating a View, you cannot configure sorting on a column that is related to the entity. You can only configure sorting on the entity for which the view pertains.

To learn more about Dynamics CRM and other solutions we offer consulting, hosting, and support for, visit our Solutions Page and download our free 30-day trial

 

Stacey Mancuso, CRM Certified Application Specialist, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

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You can now brand your CRM! Themes allow you to apply your distinct logo and color scheme to your Dynamics CRM environment. Three simple clicks and you are well on your way to a CRM environment with a look of your own.

1. From the Main Menu button, select Settings

2. Select Customizations

3. Select Themes

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Upon navigating to Themes, you will find the out of the box CRM Default Theme. The default theme cannot be modified, but it can be cloned, should you want a head start on designing your theme. Otherwise, you can put your designing skills to the test and get theming. 

Theme colors are defined using a hexadecimal code. With this release, it's best to find an online resource to pull the hexadecimal codes from (such as www.color-hex.com).

 

ThemesinCRM2   ThemesinCRM3

ThemesinCRM4ThemesinCRM5

 

ThemesinCRM6       ThemesinCRM7

 One fascinating feature is the ability to take a test drive of the User Interface with a newly defined color scheme before it gets released to an organization. 

When you are ready to release the new theme, thereby making it the default, you can either select the theme from the Theme view and select Publish Theme (image below), or do the same from within the theme record.

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To learn more about how Dynamics CRM can be the right fit for your organization, download our free interactive demo. 

Click here to download our free Dynamics CRM demo

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

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With Dynamics CRM 2016’s release, Microsoft aims to improve on supplying intelligent customer engagement solutions that are personalized, proactive and predictive. The release will focus on creating a single, unified user experience that promises to eliminate distractions people face by bouncing from application to application. To supplement this new release, WebSan will offer the “Top 5 Notable Features in Microsoft Dynamics CRM 2016” webinar on Thursday, January 21, 2016 at 11:00 AM EST.

The free 30-minute webinar will offer attendees a glimpse of the benefits of upgrading to CRM 2016, the system’s new features that promote an improved end-user experience, as well as key new features for administrators or customizers of the system.

Attendees will gain more information about CRM 2016’s new interactive service hub, changes to the Excel export feature, new functions for Fields, Business Rules and Advanced Find and improvements to the system’s navigation.

Register today to reserve your spot for Microsoft Dynamics CRM 2016 webinar!

Click here to register for Dynamics CRM 2016 webinar on Jan.21, 2016 at 11:00 AM EST

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics CRM