CRM2016 : Use DELVE to get relevant trends

One of the most amazign features of the latest version of MS CRM is that actually you can integrate Delve into your dashboards in order to get the relevant trends and documents. If you have already used Delve with O365 pack, you would have an idea about it. If you don’t let’s say that it’s like a search engine that automatically pushes content according to what seems to be relevant for you.

To add it to a dashboard, first of all you should check these prerequisites :

  • Delve is available for Dynamics CRM Online 2016 only
  • You should have an Office365 subscription or a subscription to an online service such as SharePoint or Exchange Online
  • SharePoint Online
  • Enable Server-side synchronisation (Check it in Dynamics CRM Settings==>Document Management==>Enable Server-Based SharePoint Integration) and have at least one active SharePoint site.

Afterwards you could enable Delve by navigationg to Settings==>Document Management ==>Manage Office Graph Integration

manageofficegraphintegratio

enabledelve

 

Once you’ve checked Enable Office Graph Integration checkbox you go to your dashboards to add a new Delve Component.

 

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Easily Export Audit Logs

If you have already used Audtining in Dynamics CRM, you may have noticed that you cannot export logs. This is an issue I have been facing recently when I was asked how we can perform stats and measure CRM’s use.

Fortunately, there are two ways to get that logs on an Excel file. The first method that we wont use is to query AuditBase SQL table. The second one, much easier, is to use an amazing tool : MSCRM ToolKit that you can download here http://mscrmtoolkit.codeplex.com/

Here’s how:

Once you’ve downloaded the tool, extract the zip package and launch MSCRMToolKit.exe and go to Connections Manager to enter your CRM connection information

 

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Once connected, you can go to Tools–>Audit Export Manager

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Now you can filter data you want to export, click save and then run Profile

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Dynamics CRM 2015 Spring Release is here !

Here are the latest news about CRM 2015 ! Microsoft is launching soon the spring release. This new update will enhance the user experience by making the navigation easier, make it possible to generate leads from social posts, and the most important feature is the new CRM for phones app!

Here is a video of a quick navigation tour :

 

 

 

More details here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

 

 

 

 

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[CRM2013] Transform a Local Picklist into a Global Option Set

In a recent post we’ve seen how to populate an option set via an external file and an example of a list of countries was given to illustrate it (See https://dynamicscrmcenter.com/2014/10/26/populate-an-option-set-with-new-values-from-an-external-file/). The bad news is that it was only possible to populate local picklists but not global optionset. Today we come up with good news: We can turn a local picklist into a global option set.

Pre-requisites:

  • Toolbox for Dynamics CRM 2011/2013: This is a free multi-purpose and very useful tool that you’ll need in this tutorial. Click on the following link to download it : https://xrmtoolbox.codeplex.com/
    You can also look for further information regarding this tool at the same given link.
  • Local to Global Option Set Converter Plugin: This is an additional plugin of Toolbox that you need to download here https://xrmoptionsetconverter.codeplex.com/ . Copy the .dll files in the root directory of Toolbox (where you can see other .dll files).

How-To:

Open the application XrmToolBox.exe and create a new connection as shown below. Check “Use Office 365” if you use an online instance then click Get Orgs then OK to Connect.

 

xrmtoolboxconnection

Once connected click on “Local To Global Option Set Converter” feature:

localtoglobaloptionset

 

Now you can retrieve entities and pick the entity in which you have the local picklist to transform to a global option set. Leave Check Data & Convert Values to Global checked then click Execute Steps.

 

executesteps

 

Was it helpful? Hope it was!