CRM 2013 Customizations

Transcription

1 We are going to build a CRM Solution! CRM 2013 Chris Isbell A simple Project solution Track tasks, notes, and more Relate it to Accounts and Contacts Add custom fields Customize forms Customize business processes Charts and views Create a New Solution Settings Solutions Add a New Entity Entities are new record types, like Accounts or Contacts (or Homebrews or Projects or Vendors or just about anything!) Name it Project_FirstName or Project_Initials User or Team ownership Brief description Select where to show the Entity in the sitemap (sales) Entity Ownership In the Ownership list, select one of the following: User or Team. Records for this entity can be owned by individual users or by teams. Security can be defined according to the business unit with which the current owner is associated. For example, contact records are set to User or Team. Organization. Records for this entity are used for reference by all Microsoft Dynamics CRM users. Individual users or teams can't own these records. For example, product records are set to Organization. 1

2 Option Business process flows (fields will be created) Note (includes attachments) Entity Options Comments Select this to enable creating business process flows for this entity. Select this to create a relationship with the Note entity, and add a note control to the entity form. This allows users to make annotations for each record. Give the Entity a Primary Field Select this to create a relationship with the activity entities, and add an associated view to the entity. This allows you to track activities such as phone calls, s, and Activities tasks. Connections Select this to permit connections between a record in this entity and records in other entities. Sending (if an field does not exist, one Select to add the Send Direct button to the main ribbon tab for the entity. will be created) Mail merge Select this to allow this entity to be used in a mail merge. Select this to track documents on SharePoint that are associated with a record in Microsoft Dynamics CRM. More information:manage SharePoint documents from Document management within Microsoft Dynamics CRM Access Teams Select this to enable this entity for access teams. Queues Select this to use this entity in queues. More information: Find what's assigned to you in a queue When this is enabled, and after you have created and published a Quick Create Form for this entity, people will have the option to create a new record using the Allow quick create Create button in the navigation pane. Duplicate detection Auditing CRM for phones Select this to detect duplicates for this entity. This feature notifies you of identical records in Microsoft Dynamics CRM, and allows you to resolve them. Select this to track changes made to your business data. Select this to display and use this entity in Microsoft Dynamics CRM for phones. CRM for tablets Reading pane in CRM for Outlook Offline capability for CRM for Outlook When this is enabled this entity will be available using Microsoft Dynamics CRM for tablets. You also have the option to makethis entity Read-only in CRM for tablets. If the forms for an entity require an extension that is not supported by CRM for tablets, such as I-frame or web resource controls, use this setting to ensure that the data for these entities is not editable by people using CRM for tablets. Select this to display records in the reading pane in Microsoft Dynamics CRM for Microsoft Office Outlook. Select this to let users choose to include records for this entity with those they can work with while offline. Edit the Main Form Add fields Design layout Main form is what is seen in the web client and when opened via Outlook Mobile form is for phones and tablets Quick View form is for adding to other entity forms Quick Create form is for quickly adding a new record from web client Data Type Single Line of Text Option Set Two Options Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup Add New Fields Notes The following formats are available: . This opens a new message in the default software when clicked. Text. This creates a text box. Text area. This creates a scrolling text box. URL. This opens the URL in the user's default browser when clicked. Ticker Symbol. This creates a stock ticker symbol in all capital letters. Click the symbol to open information about the stock in the user's default browser. By default, the MSN website opens. Phone. This creates a link that enables Skype or Lync users to initiate a call by using the linked number. Select an existing option set, or define a new one. After creating this field, configure it in the form to which it was added. In the form, select whether the field is displayedasoption buttons (also known as radio buttons), a check box, or a list. Each entity can have one image field. When an entity has an image field it can be configured to display the image for the record in the application. The following formats are available for this field: None. The defaults are integer values between -2,147,483,648 and 2,147,483,648, although you can set different minimum and maximum values. Duration. This creates a drop-down list box with values in minutes, hours, and days. Time Zone. This creates a drop-down list box with options for every available time zone. Language. This creates a drop-down list box with options for every language that your organization has made available for users. Select up to 5 precision points. You can set the minimum and maximum values. Select up to 10 decimal points. You can set the minimum and maximum values. When you add a currency field to an entity, a corresponding (Base) field is also created. The (Base) field also has a currency data type. If the entity does not already have a field with a currency data type, two additional fields are created: Currency. A lookup data type whose value must be set before you can set the value of a field with a currency data type. Exchange Rate. This has a decimal number data type. This is a scrolling text box. You can set the maximum number of characters for this field. There are two formats: date only, or date and time. You can create a lookup field using an entity relationship that has already been created, but not yet used with another lookup field. If you create a lookup field in an entity form, the relationship is automatically generated. A lookup field is created as a relationship field. Field Notes Once a field type is set, it cannot be changed! Remove from form, publish changes, delete the field Description will show up when a user hovers of the field name on the form Recommend a Global Option Set when using dropdowns/picklists Relationships can be defined by making a Lookup field 2

3 Budget Amount (currency) Budget Hours (float) Actual Amount (currency) Actual Hours (float) Contact (lookup to Contact) Description (multiple lines of text) Product (option set) Start Date (date) Est End Date (date) Actual End Date (date) Add Other Fields Approved (two options) Edit Status Reason to add more options Layout the form Drag fields to where you want them Use Sections and Tabs to organize the layout Add subgrids and quick view forms to display relevant data Customize Views System views are viewable by all users that have permissions Like using Advanced Find Add columns Add filter criteria Public views are viewable when in the web app or Outlook client Quick Find View is what is used when searching for records Can edit the find columns and display columns Lookup views are used when the entity is being accessed via lookup Associated views are what is used when viewing records from another entity Edit the Active Project_ZZZ view Add columns Account, Contact, Status, Start Date Arrange as desired From the Contact record, add the address Edit the Quick Find form to find based on Account, Contact 3

4 Add Charts System charts are viewable by anyone with permissions Can be displayed on system and user dashboards Add a new chart that shows Projects by Owner And another that is Projects by Status Publish and View! Edit the Business Process And Assign Security to security roles By default, only System Customizer and System Administrator can view the new entity Done via the Custom tab in security roles Nothing happens until things are Published! Or activated for Processes/Workflows Customizable Can have multiple processes per entity, assigned via security roles Can switch processes on a record Fields used must be created first Can flow through multiple entities Settings - Processes 4

5 Publish and Activate Make sure workflows and processes are activated Make sure the entity(ies) are published Recap Built a new solution (that can be exported and imported!) Customized the forms Added new fields Customized views and charts Built a business process flow 5