EditAble CRM Grid. For Microsoft Dynamics CRM. How To Guide. Trial Configuration: Opportunity View EditAble CRM Grid Scenario

Transcription

1 EditAble CRM Grid For Microsoft Dynamics CRM How To Guide Trial Configuration: Opportunity View EditAble CRM Grid Scenario

2 Table of Contents Overview... 3 Opportunity View EditAble CRM Grid... 3 Scenario... 3 Illustration... 4 Step 1 Creating the EditAble CRM Grid Configuration... 5 Step 2 Row Functionality & Display Options Step 3 Grouping & Sorting Options Step 4 Add Criteria to Display Open Opportunities Only Step 5 Add the EditAble CRM Grid to the Site Map

3 Overview This document details the steps used to create the sample EditAble CRM Grid scenario configurations found in the AbleBridge EditAble CRM Grid Trial. We will detail the configuration for an organization-wide Opportunity Filter View grid, which has been placed on the Site Map and provides a view into Opportunity records. For additional details about installing and configuring the AbleBridge EditAble CRM Grid, see the AbleBridge EditAble CRM Grid Configuration Reference Guide. Opportunity View EditAble CRM Grid Scenario In this example, we want to show all Open Opportunity records with the ability to group by Owner or Sales Stage and show Estimated Revenue totals by group. The EditAble CRM Grid will also allow users to quickly change details of the Opportunity, like Sales Stage or Estimated Close Date. 3

4 Illustration Opportunity View grid accessed via Top Navigation: 4

5 Step 1 Creating the EditAble CRM Grid Configuration To create an EditAble CRM Grid, go to SettingsAbleBridge EditAble CRM Grids in your CRM organization. To create a new EditAble CRM Grid Configuration, click the new button to launch the EditAble CRM Grid Configuration Wizard which will guide you through the basic setup of an EditAble CRM Grid. Specify a name for the EditAble CRM Grid configuration. This name will be used to tell EditAble CRM Grid which configuration to load when we add it to the form in CRM. For this example, we will call the configuration Opportunity View Select the entity you want the EditAble CRM Grid to represent. We are going to select Opportunity. The grid can be either Read Only or Editable

6 Select the Columns to add to the grid. o Est. Close Date o Est. Revenue o Owner o Potential Customer o Next Steps o Sales Stage o Topic 6

7 Column Labels are defaulted based on the Display Name shown on the entity, but you can choose a different Column Label to show in the grid. Column Width is defaulted to 100. The widths have been changed to reflect the way they show in the example grid. 7

8 You can show records Based on a specific filter or Related to a parent record We want to show information for all open oppotunities and make it accessible from the Navigation Pane. Since we do not want to view the opportunities through the lens of a related entity, we will choose Based on a specific filter 8

9 Click Finish to complete your initial grid setup. Other than the Entity that is being displayed and the Criteria Type, you can change all the options you just selected at any time. After you click Finish, you will be able to make addition customizations to your grid. The form will look like the image on the next page. 9

10 There will be an editable grid called Columns where you can see all the columns that were selected earlier. You can use the grid to edit, delete or add new columns. Click Change Column Order from the toolbar to drag columns into a different order. Click the Coulmn Name hyperlink to open the column record to edit properties that are not show in the grid. Step 2 Row Functionality & Display Options Under Row Functionality, we re going to Change New Rows to Use CRM Form. This will cause the normal CRM Opportunity form to open when a user clicks the New button. This is appropriate for some records that need more initial information entered than the columns you want to add to the EditAble CRM Grid. 10

11 Under Display Options, we re going to change Footer to Yes and select None for Border. Step 3 Grouping & Sorting Options We want to group the results by Owner, but we also want the user to be able to group by Sales Stage if needed. To do this, we will specify Owner as the default group but also turn on the Allow Dynamic Grouping option. This allows users to group by a different field as well. Go to the Grouping tab of the EditAble CRM Grid configuration form and turn on Grouping by clicking the Enable Grouping checkbox. Select the Group Behavior. For our grid, we are going to use Collapsible, Expanded by Default which allows users to collapse each section of grouped records. We want to show sub-totals for Est. Revenue. To do this, select Enable Summary Rows Select Allow Dynamic Grouping to allow users to change the field the records are grouped by. Under Group 1, Select the Column Owner, chose the Sort Order & click Summary Row. 11

12 We ll use Est. Close Date for our Primary Sort Field and Est. Revenue as our Secondary Sort Field. Step 4 Add Criteria to Display Open Opportunities Only Go to the Filters EditAble CRM Grid on the configuration page and click New. You will be presented with the selection wizard. Select Status for the attribute and enter 0 for the value. o Opportunity Status code definitions: 0 = Open, 1 = Won, 2 = Lost Once you ve completed the configuration, Publish the EditAble CRM Grid. 12

13 Step 5 Add the EditAble CRM Grid to the Site Map This assumes you are familiar with the process of editing the CRM Site Map. If not, there are various 3 rd party utilities that simplify the process of editing the CRM Site Map. Create a new solution in CRM that contains the Site Map and Export it as an Unmanaged Solution. Expand the zip file and open the customizations.xml file for editing. Add a new SubArea to a spot in the Site Map where you want your EditAble CRM Grid to appear. For the URL, use the following, substituting your EditAble CRM Grid configuration name: $webresource:abdg_/html/datagrid.htm?data=config%3dopportunity%20view o As you ll notice, the data parameter must be encoded. In this case %3D is = and %20 is a space. o Be sure to use the $webresource tag to create a dependency Specifiy and ID and the Icon you want to use. Here is the full syntax for our Opportunity View: <SubArea Id="abdgs_oppview1" Icon="/_imgs/ribbon/chartsbargraph_32.png" Url="$webresource:abdg_/html/datagrid.htm?data=config%3DOpportunity%20View" PassParams="true"> <Titles> <Title LCID="1033" Title="Opportunity View" /> </Titles> </SubArea> Save the file and import the solution back to CRM. 13