How to query CRM Global OptionSet Values in SQL?

Use the below select query to get the Global OptionSet values in SQL,

SELECT OS.NAME, L.LABEL, AV.VALUE FROM ATTRIBUTEPICKLISTVALUEASIFPUBLISHEDLOGICALVIEW AV
JOIN OPTIONSETASIFPUBLISHEDLOGICALVIEW OS
ON AV.OPTIONSETID = OS.OPTIONSETID
JOIN LOCALIZEDLABELASIFPUBLISHEDLOGICALVIEW L
ON L.OBJECTID = AV.ATTRIBUTEPICKLISTVALUEID
WHERE OS.ISGLOBAL = 1 AND OS.ISCUSTOMOPTIONSET = 1
AND L.OBJECTCOLUMNNAME = 'DISPLAYNAME'
AND OS.NAME ='<Provide Global OptionSet Schema Name>'
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How to Share/ Assign Personal Views in CRM?

Follow the below steps to Share/ Assign Personal Views

Click here to know, How to create Personal Views in CRM?

Now will Share/ Assign the “Important Leads” Personal View, which I created in my Last Post.

Open Advanced Find, Look for: Leads and Click on Saved Views.

Lead Advanced Find

Share:

1.You can see the list of all Personal Views for Leads Entity. Select the required Personal View and click on Share button on Ribbon.

Important Leads - Share

2.Click on Add User/ Team to add the required User or Team, for whom you want to share Personal Views.

Click on Add.

Important Leads - Share saved view - Add User

3.Give the required permission on this view for the User or Team and click on Share.

Important Leads - Share saved view

Assign:

Click on Advanced Find and select required Entity under Look for and click on Saved Views.

1.Select required view and click on Assign Saved Views.

Important Leads - Assign

2.By default, Assign to is set to Me. Select Assign to User or team.

Important Leads - Assign Saved View

Add the required User or team and Assign.

Important Leads - Assign Saved View - User or team

Thank you for reading this article.

Please leave your valuable feedback.

How to create personal views in CRM?

Follow the below steps to create personal views in CRM,

Step 1: Open CRM and Advanced Find.

Step 2: Now I am going to Create a personal view for Lead Entity.

Select Look for: Lead and give your own criteria.

Here I want to show all Leads, whose Est. Value4,000,000.00

Advanced Find Filter Criteria

Step 3: Now I want to add Est.Value Column in the Results View.

  1. Click on Edit Columns.
  2. Click on Add Columns.

Edit Columns

3. Select Est. Value. click on OK.

Add Columns

Click on OK.

Step 4: Click on Results.

Results

Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.

Results View

Now we have seen a record meeting our Criteria. Now will Save this Personal View.

Step 6: Click on Advanced Find and Click on Save as shown below.

Save Personal View

Step 7: Give some proper Name and Description to this Personal View and Save.

Save As Personal View

Step 8: This Personal View is available to see in 2 different places.

  1. Go to Microsoft Dynamics CRM -> Sales -> Leads and Select Views under Lead’s Home Page Grid. Under My Views, we can see all Personal Views.

Lead Home Page Grid

2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.

Saved Views

We can see all Saved Views belongs to Lead Entity.

Active Saved Views

Thank you for reading this Article.

Please leave your valuable feedback.

How to get GUID of the record in CRM Online?

Follow the below methods to get GUID of the record in Microsoft Dynamics CRM,

Method 1:

Open any record and Click on EMAIL A LINK Ribbon button.

Record URL will be opened in Outlook Email and record GUID will be identified easily with Query String parameter id and look likes below,

id=%7b<32 bit GUID>%7d

EMAIL A LINK

Method 2:

Open the required record, and click on Pop Out Symbol.

Pop Out

The Record will be opened in a new Tab/ Window.

Record GUID will be identified in the URL as shown below,

Pop Out - 1

Method 3:

This method is totally Interesting, you will feel easy to get CRM record GUID on a single click using Google Chrome.

Follow the below steps,

  1. Open CRM Page in Google Chrome. Will create a Bookmark for the CRM Page. Click on Star Icon as shown below.
  2. Give Name for the Bookmark.
  3. Click on Edit.

Book Mark

4. Copy & Paste the below JS Code under URL,

javascript: if (window.prompt(“CRM Record GUID is :”, $(“iframe”).filter(function () { return ($(this).css(‘visibility’) == ‘visible’) })[0].contentWindow.Xrm.Page.data.entity.getId().slice(1, -1))) { }

Note: Before Copy and Paste the above code, replace Double Quotations and Single Quotations properly.

Save the Bookmark.

Edit Book Mark

5. Click on Bookmark, you created “CRM Record GUID“. Pop Up will be displayed with CRM Record Id of the Record you opened.

Js Record Id

Method 3 information is from Blog CRMBlocks.

Please leave your valuable feedback on this article.

Customer Data Type in CRM Online 2016 Update

New Data Type “Customer” has been introduced in CRM Online 2016 Update and can create in Custom Entity as well.

Customer Data Type is a combination of both Contact and Account Entities, one can choose either Contact or Account record.

Customer Data Type

We can give proper Relationship Names (To AccountTo Contact) before creating this field (if required or we can use as it is).

Customer Data Type - Relationships

After Creating this field two Relationships will be created one with Account and one with Contact.

Create this field and place it on the Form, Save and Publish.

Open New Record and Test this field to select either Account or Contact.

Customer Data Type - Customer Field on Form

 

OneDrive for Business Privilege in CRM

Follow my article to Configure OneDrive for Business in CRM 2016 Online.

System Administrator can Grant/ Revoke access to OneDrive for Business feature in Online CRM, using “OneDrive for Business” Privilege.

Go to Microsoft Dynamics CRM -> Settings -> Security -> Security Roles

Open the required Security Role and Click on Core Records Tab -> Miscellaneous Privileges.

Click on OneDrive for Business to give access (Full Green) and Click on it again to revoke access (White) and Save.

OneDrive for Business Privilege

 

How to configure Email using Server Side Synchronization in CRM 2016 Online?

Follow the below steps to Configure Email in CRM 2016 Online,

Step 1: Click here and follow my previous article to configure Office 365 Enterprise E3 Trial Subscription and Assign Product License to the required user.

Step 2: Go to Microsoft Dynamics CRM -> Settings -> Email Configuration.

Click on Email Server Profiles.

Server Side Synchronization - Step 2

Microsoft Exchange Online” Email Server Profile record created automatically by Online CRM. We can use the same.

Server Side Synchronization - Step 2.1

Step 3: Open the “Microsoft Exchange Online” Email Server Profile record.

Click on Mailboxes (1) and Search for required User Mail Box record (2) and Open it (3).

Server Side Synchronization - Step 3.0

Update Email Address field with your Office 365 Login Id and Save.

Server Side Synchronization - Step 3.1

Step 4: Click on Approve Email ribbon button and Click on OK.

Server Side Synchronization - Step 4

Step 5: Click on Test & Enable Mailbox ribbon button and Click on OK.

Server Side Synchronization - Step 5

Step 6: Click on Alerts to see the status of Email Configuration for Incoming and Outgoing Emails.

Server Side Synchronization - Step 6.0

We can See the Incoming Email Status and Outgoing Email Status as Success, which means we have configured Email Successfully.

Server Side Synchronization - Step 6.1

Step 7: Open Office 365 Admin Page (https://portal.office.com/myapps) and Click on Mail to see Office 365 Outlook.

Server Side Synchronization - Step 7.0

Server Side Synchronization - Step 7.1

Step 8: Now we are going to test Incoming and Outgoing Mails in Real Time by creating a Contact record with Personal Email Id.

Create an Email Record from Contact and Send it to see Outgoing Mail from CRM to Personal Email Id.

Once you receive mail to your Personal Mail Id from CRM, reply the Mail and Send. Check the same under ACTIVITIES in the Contact Record to see the Incoming Mail.

Server Side Synchronization - Step 8

Thank you for reading this article and hope you successfully Configured and Tested Email using Server Side Synchronization in CRM.

Please leave your valuable comments on this Article.