Tuesday, May 24, 2016

CRM Online 2016 Update 1 - Create SLAs for custom entities and additional system entities



In all previous releases of Dynamics CRM, you could only create SLAs for the Case entity (record type). Now in Dynamics CRM Online 2016 Update 1 we can create SLAs for any custom entity and for any of the following system entities below:
  • All activity entities (such as Email, Task, and Appointment) except recurring appointments
  • Account
  • Contact
  • Invoice
  • Opportunity
  • Quote
  • Lead
  • Order
For more information : https://www.microsoft.com/en-us/dynamics/crm-customer-center/define-service-level-agreements-slas.aspx

Monday, May 23, 2016

Add Email Signatures - Dynamics CRM Online 2016 Update 1

We are excited to get new features for Microsoft Dynamics CRM Online 2016 Update 1!

Now CRM users can save their time on email correspondences by adding a professional touch by adding an email signature.

Go to User Setting>> Email Signature, then New :



You can add the email signature that you want, then save it, also you have an option to set it as a default signature for using it every time replies and new email messages.






Also you can create other signatures for those special cases, then select a specified signature that you created.



You can also assign a default signature to a queue. When you change the From field from a user to a queue, the default signature changes automatically.

Hope this help!

Saturday, April 23, 2016

Show Business Process Error By Using Workflow (No Code) - Dynamics CRM 2015/2016




Dynamics CRM 2015/2016 (Online & On-premises) Business Rules has been improved with the following features: 

  • Enriched business logic with- If..Else If..Else logic support
  • Ability to combine expressions using And/Or
  • Support for setting default values on the record.
  • Business Rules can now be executed on the server side.
In Dynamics CRM 2015/2016 (Online & On-premises), the scope now can be set to all forms, a specific form and the new option “Entity”:




If Business Rule is created with scope as “Entity” then the business rules will execute server side. This means that business rule also can be executed when you do updates to a record by Workflows or Plugins. 

Now I will show you a quick sample for showing Business Process Error by using business rules and workflow:

First we will be needed to add a new field on the entity, in this sample I have created a new tow options field which is called Show Message with default value "No":



Then I have created a business rule for checking the value of the field Show Message with scope as "Entity", If the field value is "Yes", then show the error message "The Amount Is less than 0!" against field Show Message :





Then create a real-time workflow for checking the value of any field, in this sample I created real-time workflow to check if the Amount is less than 0.  



Then I added two steps, one for checking the amount of Amount field if less than 0, If Yes then the other step is to set Show Message field to "Yes"







Now if I create a record with an amount which is less than 0 on the Amount field, I will get the following :

Also you can use this trick in any related Entities :)


Hope it helps!


Sunday, January 3, 2016

Arabic Language Pack For Microsoft Dynamics CRM 2016

By looking to the Language Packs list for Microsoft Dynamics CRM 2016 at Microsoft download center,you will not find Arabic Language Pack at the list.




So, don't waste your time searching for it, I'm sharing with you a direct link for downloading Arabic Language Pack For Microsoft Dynamics CRM 2016

Thursday, December 17, 2015

Microsoft Dynamics CRM Server 2016 (On-Premises) Trial Key


    • Microsoft Dynamics CRM Workgroup Server 2016 (5 CAL limit): D8W6N-FJXJF-CC3TK-6CMGV-VVBH9
    • Microsoft Dynamics CRM Server 2016 (no CAL limit): WCPQN-33442-VH2RQ-M4RKF-GXYH4

Unexpected Error When Replying or Forwarding an Email

Recently came across an interesting issue from one of my clients, they were working fine since around 2 years ago with no issues, using Dyn...