Wednesday, 16 April 2014

CTL + ALT + [Your Choice]

17:12 Posted by Benitez Here ,
One new functionality in CRM 2013 is "Quick Create" where you can create records from your current view. For example if you are currently in Opportunities and you want to create a new Account record, previously you would need to navigate away from Opportunities and into the Account view to create a new Account record. Now there is a button on the menu navigation pane in CRM 2013 which I demonstrate in the video which will allow you to quickly create a record.

The thing is, you can only use the "Quick Create" functionality when you have your browser open and are in CRM 2013. If you were using another application on your desktop such as Microsoft Word, you'd have to open your browser and be logged into CRM 2013 to click on "Quick Create." In the video, I share one of my tricks with you to achieve creating a new record without being in CRM 2013. Awesome sauce!

I'd like to highlight the following which I have not mentioned in the video:
  • What I have shown you is a method to use if you are using a Windows PC. If you are using a Mac, this method will not necessarily be the same on a Mac.
  • This method only applies to the User's desktop PC. It will not be transferred to other users within an Organisation unelss your Infrastructure team deploys a company wide policy of desktop shortcuts specifc to CRM 2013.
  • The URL I am referencing is in the format of https://orgname.domain as my CRM 2013 envrionment is On-Premise using ADFS. If you are using CRM Online, you just need to add the text after "/main.aspx?......"
  • If you are not already logged into CRM 2013, you will be prompted to sign in when you execute your desktop shortcut.
  • If you are wanting to use this method for custom entities, you must replace "etc" with "etn" and reference the schema name of the custom entity. Etn refers to the Dynamics CRM entity name whereas etc refers to the Dynamics CRM entity type codes. For custom entities, unless you know where to look in the CRM database you are better off using "etn" where you can grab the schema name in customisations. For example, a custom entity schema name in my CRM 2013 envrionment is "abc123_event." The URL to use in the desktop shortcut would be https://orgname.domain/main.aspx?etn=abc123_event&newWindow=true&pagetype=entityrecord.
The threads/posts in the video are:

Thursday, 10 April 2014

I'm a CRM tourist, I need a tour guide!

19:47 Posted by Benitez Here ,
OK, do either of the following apply to you:

1) I am new to Microsoft Dynamics CRM, I have not seen it before
2) I am an existing user of Microsoft Dynamics CRM but not version 2013

Then you'll need help in understanding the latest version of Microsoft Dynamics CRM 2013.

This vlog will go through the following:
  1. Main Menu
  2. Module Menu
  3. Record Menu
  4. Related Record Menu
By the end of if you should get an understanding of how to navigate in Microsoft Dynamics CRM 2013 and also an inside look into the new look and feel of Microsoft Dynamics CRM 2013.

Navigating in Microsoft Dynamics CRM 2013