Dynamics CRM 365 free online trial

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Click here and create Dynamics CRM 365 30-days trial version.

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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.

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

 

Enable OneDrive for Business in CRM 2016 Online

Follow the below steps to configure OneDrive for Business in CRM 2016 Online.

Go to Settings -> Document Management and click on Enable OneDrive for Business.

After Click on OK, we can see the below message,

OneDrive for Business relies on server-based SharePoint integration. To use this feature, enable server-based integration and have at least one active SharePoint site.

Which means, we should Enable Sharepoint in CRM, before using OneDrive feature in CRM Online.

Enable OneDrive

Follow the below steps to configure OneDrive for Business,

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: Next, we should configure SharePoint Online with CRM.
Click here and follow my previous article from Step 6 to Step 20 to configure.

Skip Step 7 – How to Integrate Dynamics CRM and Share Point Online and follow the below steps,

  1. Go to Office 365 Admin Page (https://portal.office.com/myapps).
  2. Click on OneDrive.

Admin Page - View All Apps

3. Copy the OneDrive Link and use this link to Configure SharePoint with CRM as mentioned in my previous article Step 14 – How to Integrate Dynamics CRM and Share Point Online.

One Drive Sharepoint Link

Step 3: Once Step 2, successfully configured,

Go to Microsoft Dynamics CRM -> Settings -> Document Management. Follow the below steps

  1. Click on Enable OneDrive for Business
  2. Select Enable OneDrive for Business.
  3. Click on OK.

Enable One Drive

Successfully Configured OneDrive for Business in CRM.

Step 4: Now we will upload a sample file and Test OneDrive Integration with CRM.

Go to Microsoft Dynamics CRM -> Service -> Accounts and open any existing Account record.

Click on Documents under Account record.

Documents Associate Grid

Step 5: Under Document Associated Grid,

  1. Click on Upload
  2. Choose File and give some Sample File to test.
  3. Select OneDrive under CRM Folder.
  4. Click on OK to upload the File associated with your Account record in OneDrive.

Upload Documents

Step 6: We can see the File in Document Associated Grid and Go to More Commands and click on Open Location to see the Physical Location of the File.

Attachments in Document Associated Grid

Attachment in OneDrive for Business

Thank you for reading this Article and hope you have successfully Integrated and Tested OneDrive for Business with Microsoft Dynamics CRM.

Please leave your valuable comments on this Article.

How to configure subscriptions in MS CRM 2016 Online?

Follow the below steps to configure Office 365 Enterprise E3 Subscription in Online CRM 2016.

For more details on Office 365 Enterprise E3, please Click here.

Step 1: Create CRM Online 2016 30 days’ trial version. Click here to create.

(Or)

Use the existing trial Version, if you have.

Step 2: Open https://portal.office.com/. Provide your credentials and Sign in.

99.Office 365 Login

Step 3: Under Office 365 Admin center preview Home Page,

  1. Click on Billing.
  2. Click on Subscriptions.
  3. By default, can see only one Subscription “Microsoft Dynamics CRM Online Trial” for 30 days.

Click on Add subscriptions, to find & subscribe Office 365 Enterprise E3 Trial Version.

99.Admin center preview - Subscriptions

Step 4: Under Enterprise Suite, can see “Office 365 Enterprise E3”.

  1. Hover on it, and click on Start free trial.

99.Enterprise Suite2. Click on Try now.

99.Confirm your order

3. Click on Continue.

99.order receipt

4. Within few minutes, the subscription will be added to your Office 365 account.
Goto Office 365 Home Page and goto Billing -> Subscriptions to see the Active Subscriptions. (If not refresh the page)

99.Office 365 Enterprise E3 Trial

Step 5: Successfully we added the subscription to Office 365 account. Now we have to Assign License to the User to access Office 365 suite. Follow the below steps for the same,

  1. Under Office 365 Home, Goto Users -> Active users.
  2. Click on required user to provide the License. Then we can see User Profile.
  3. Click on Edit under Product licenses.

99.User Profile
4. Click on Office 365 Enterprise E3 to make it On from Off.

99.Product licenses

5. Click on Assign.

99.Assign License

6. Now we can see the Active Subscriptions under User Profile

99.User Profile - License

Step 6: Click on App Launcher to see Apps under your Login,

99.Office 365 - All Apps

We have successfully configured Subscription and Assigned License to the User. Hope you find it easy to Configure Subscriptions in Online CRM.

Please leave your valuable feedback on this article.

Hide Welcome Screen in CRM 2016

When you open OnPremise/ Online CRM 2016 for the first time in a browser, we can see the below Welcome Screen Popup.

Welcome Screen

Follow the below steps to hide Welcome Screen,

Step 1: Goto Click on Main -> Settings -> Administration.

CRM System Administration

Step 2: Goto System Settings -> General

Under General Tab, Find Set whether users see welcome screen option

Click on No and OK.

System Settings

Close browser and open CRM to check this.

Please provide your valuable comments on this article.

Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide

Microsoft Dynamics CRM Spring 2016 Wave

Click here to download Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide.