Category: Dynamics 365 Customer Engagement (CRM)

To share a Dynamics 365 dashboard, select the dashboard and click Share Dashboard: You will see the window below: Select a user or Team to grant access: Set the permissions for this user and click Share:  

To create a dashboard, go to the Dashboards section you would like the new dashboard (e.g. Sales) and select New: You will then have the option to choose the layout of the dashboard. Select one and Create: Next, you will see the screen below. Select one tile and you can select an option for what you would like to display, e.g. Chart, List, IFrame, Web Resource, Power BI Chart. If we … Continue reading Create a Dynamics 365 Dashboard

You can open a CRM record or create a new record directly through the URL. Let’s look at an example with the Accounts entity. First, you will need to know the GUID of the record, which you can get through code or this way. To open a record, the link should be in the format below, replacing words in bold: http://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord&id=%7BBFF9BC73-7DE9-E611-80F5-C4346BAD36FC%7D To create a new CRM record: https://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord If using … Continue reading Open CRM Record by URL

You can get the GUID of a record by clicking on “Email a Link”: This will open the record in your email client. Between the %7b and %7d you will see the Id: You can also pop out the record to see the Id the same way:  

To apply updates to your online instances of Dynamics CRM, go to http://portal.office.com. Then, select Admin from the options: Select Dynamics 365: Then select Updates:  

To redirect a Dynamics CRM page to an entity page, you can use: Xrm.Utility.openEntityForm(name,id,parameters,windowOptions) For example, this would redirect the user to the lead page if you included this in JavaScript in CRM: Xrm.Utility.openEntityForm( “lead” ); If we add the ID parameter, it will open the actual record, e.g. Xrm.Utility.openEntityForm( “account”, “{AFF47933-3FD8-E611-80F0-C4346BAC8930}” );  

Here we will go through installing Dynamics CRM 2016 On Premise. First, run the installation media. Select Install Dynamics CRM Server: Check one of the options: Click Next: Enter a product key: Click Accept: Click Install: Click Yes: Click Next: Click Next: Click Next: If you don’t see the servername, type it: Click Browse. Note – ensure you are part of the Administrators group in the local machine: Select the … Continue reading Installing Dynamics CRM 2016 On Premise

Dynamics 365 Performance Center is a tool available to troubleshoot performance. To use it, go to your Dynamics 365 instance in Internet Explorer. Then press CTRL-SHIFT-Q. The window below will open. Press Enable: Now, in another tab, select a record, e.g. an Account record. Press CTRL-SHIFT-Q again. You will see details on the load speed of the form: Go to the Global Objects Count tab and Enable: Reload the page and press … Continue reading Dynamics 365 Performance Center

Dynamics CRM has different levels of security, including: Role-based Record level Field level To set up Dynamics CRM security, go to Settings->Security: From here, you will be able to define different levels of security. You can select a user to see which security roles they currently are assigned to, and also assign roles to them. To do this, select “Users” and then select a user: Select Manage Roles: View and select … Continue reading Dynamics CRM Security