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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.

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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.

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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.