CRM 2015: How to disable navigation tour when users sign in

When signing in to Dynamics CRM a popup suggesting to have a quick navigation tour. In 2013 version it was quite complicated to disable it for all users at the same time.

nav tour

Well 2015 version suggests to do it simply by navigating to Settings/Administration/System Settings then go to the last line “Set whether users see navigation tour” and check “No”

navigation tour checkbox

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CRM 2015 : How to use cross-entity searching and set new searchable entities

One of the major and most interesting updates in the latest Dynamics CRM version (2015) is the cross-entity searching functionality which allows user to search records in multiple entities.

search here

cross search

By default there are only some entities to search, you can easily add other entities. All you need is to set it by navigating to Settings/Administration/System Settings then click the button “Select” next to Select entities to search as shown below.

select entities to search

add entities

Hope you find it helpful!

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[Quick Tip] Perform Drill Down on charts

In Dynamics CRM 2013 charts you can drill down/drill up data to access deeper levels of analysis. Here is how to do it simply in 2 steps:

Let’s take an example of a pie chart of accounts by country:

Step1: Click on any sector to drill down, choose a field and a chart type then click OK(arrow icon)

 

 

step 2

 

Step2: Clicking on Canada’s sector and choosing Industry as a new dimension will create a new chart of Canada’s accounts by Industry. You can drill up by clicking on the previous button or drill down further by following the same method and so on.

step 4

 

Hope it helps!

 

 

 

 

Populate a Local Option Set with new values from an external File

We usually need to populate an option set field with a numerous values (Countries for example). So typing 100 or more countries is at the same time a tedious and time wasting job. Here is a tip that can help you automatically populate an optionset without typing all the values. Let’s take for this example a list of countries and an option set field Country in Account entity.

  • First prepare your CSV file which contains your list of countries, give an easily recognizable name to Account Name column in order to delete all the records created later, then create this empty optionset field Country in Account.

countr_account country field

  • Now open the navigation bar and go to Settings->Data Management->Imports and start a new Import by clicking “Import Data”, click on browse to choose your CSV file to import then next to map your file with Account entity. Dynamics CRM automatically suggests to populate the field with the source values, otherwise you should map them yourself as you can see it in the screenshot below. mapped fields
  • Once the import is completed, you’ll notice that the Country_accountX records are created. You can open one of them check the Country values my accounts record created NOW DON’T FORGET TO DELETE THE Country_AccountX records to keep your CRM clean… Hope this can be helpful for you.

Dynamics CRM 2013 : Accounts & Contacts Import

Importing data to Dynamics CRM can seem easy by using Data Management tools included in the CRM and mapping simply data in your files to Dynamics Fields. However, I’ve recently had to import some Accounts and Contacts Data that cannot be imported separately because of the native relation between these 2 entities. Making a separate import will not link your Accounts to their Contacts and Contacts to their Companies. Thus, to succeed importing complete Accouns and Contacts Data, making a compressed package is necessary.

First let’s give a brief reminder about the supported formats for data import in Dynamics CRM with the maximum file size allowed for each format:

  • Comma-separated values (.csv) [Maximum 8MB];
  • Text (.txt) [Maximum 8MB];
  • Excel Spreadsheet 2003 (.xml) [Maximum 8MB];
  • Compressed (.zip) [Maximum 32MB].

When your data is ready and in the right format, make a zip package of your Accounts and Contacts files and launch the Dynamics CRM Import Data Wizard.

Once your zip package is uploaded, the Import Data Wizard gives you an upload summary with information about files contained in your package  (As you can see in my example my zip package’s name is crm.zip and it contains two files in the csv format : “Accounts.csv” and “Contacts.csv”). Before going next, make sure you’ve selected the right Field and Data Delimiters.

review file upload summary

You’ll next asked to select System Data Maps, choose SampleDataMap if you think fields names in your files are not exactly the same as Dynamics ones. Click next and match your source data files with Dynamics CRM Record Types as you can see below.

record types

Now finally you can map all your fields belonging to both Account and Contact entities by ensuring that data will complete and every record from each entity will have exactly the right information.

map the unmapped

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Please don’t hesitate to leave a comment if you have any suggestion or if you find something inaccurate in this post.