Collapsing Business Process Flows in Dynamics CRM 2013/2015

Are you using an out-of-the-box Business Process Flow in Microsoft Dynamics CRM 2013 or 2015, but want to have it collapsed by default? Then today we have the answer for you! Business Process Flows are tools that help guide users through business processes in CRM. However, if your organization doesn't wish to utilize the built-in Business Process Flow, simple JavaScript is all that is needed to collapse them.

In this example, we will show the steps for collapsing the Business Process Flow on the Opportunity record. The following JavaScript must be placed in the OnLoad event on the Opportunity form:

function collapseOpporBusinessProcess(){setTimeout(collapseOpporBusinessProcessDelay,300)}

function collapseOpporBusinessProcessDelay(){Xrm.Page.ui.process!=null&&Xrm.Page.ui.process.setDisplayState("collapsed")}

Here are the step-by-step instructions for deploying custom JavaScript in Dynamics CRM. Please note before getting started that you will need the appropriate permissions and the System Administrator or System Customizer role may be required. .

Step 1:    Launch Form Editor for the Opportunity record, then click on Form Properties from the ribbon.

Collapse Business Process Flows

Step 2:    Add a New Library by clicking Add in the Form Properties section.

Collapse Business Process Flows

Step 3: When a dialog box is presented, on the bottom left, select New to create a new web resource.

Collapse Business Process Flows

Step 4: Provide an appropriate Name and Display Name. From the Type selection, choose Script (Jscript), then click Text Editor.

Collapse Business Process Flows

Step 5:    Paste in the following code.

function collapseOpporBusinessProcess(){setTimeout(collapseOpporBusinessProcessDelay,300)}

function collapseOpporBusinessProcessDelay(){Xrm.Page.ui.process!=null&&Xrm.Page.ui.process.setDisplayState("collapsed")}

Collapse Business Process Flows

Click OK. Save, Publish and Close the newly created Web Resource. CRM returns you to the Web Resource Look Up dialog window.

Step 6:    Click Add to add the newly created Web Resource to the Form Library.

Note: if the new web resource is not already selected you may search for it again as shown here.

data:text/mce-internal,content,%3Cimg%20src%3D%22http%3A//powerobjects.com/blog/wp-content/uploads/sites/4/2015/06/062315_1704_CollapsingB6.png%22%20alt%3D%22%22%20/%3E

Step 7:     Now scroll down to the Event Handler section on the Form Properties window. Ensure the Control is set to Form and Event is set to OnLoad, then click Add.

Collapsing Business Process Flows

Step 8:    On the Handler Properties window, paste in the Function Name, collapseOpporBusinessProcess, and click OK.

Collapsing Business Process Flows

Step 9: On the Form Properties window, click OK, then on the Opportunity Form, click Save and Publish.

Collapsing Business Process Flows

Now you are all set! You will now see that the Business Process Flow will be collapsed. You may see if for a brief period immediately following the above steps due to timeout settings in the code. This is required in order to allow the entire form to load (including sub-girds and other elements). The out-of-the-box expand/collapse functionality will still remain in place.

Collapsing Business Process Flows

That's all for today, folks. For additional tips and tricks, visit our blog weekly. You can also find more information regarding Business Process Flows in CRM 2015 here. And as always, if you need additional assistance with Dynamics CRM, don't hesitate to reach out to us here at PowerObjects.

Happy CRM'ing!

 

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

If you haven't done so by now, you are probably considering upgrading to CRM 2013. CRM 2013 introduces the new Server-Side Synchronization (SSS) feature which can take the place of email router. Eliminating the email router also offers the benefit of further centralizing the administration of CRM toward the application layer. In this blog we will discuss how to migrate email router settings to Server-Side Sync.

You can configure SSS manually, but Microsoft also included a migration feature that makes the transition much easier and ensures that you are not missing any granular settings that may be in place for the Email Router. All you need to use the migration option is access to the CRM Email Router folder on the server where it is installed.

Before You Begin

A side note before we go on, if you have upgraded to 2013 you may be missing part of the site map that you need for the rest of this walk-through. Under Settings you should see an Email Configuration button to the right of Auditing.

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

If you don't see this option, you can add this it with a simple sitemap edit. Find the following entry in the sitemap:

<SubArea Id="nav_audit" ResourceId="Audit_SubArea_Title" DescriptionResourceId="Audit_SubArea_Description" Icon="https://v8k3f3n4.rocketcdn.me/_imgs/area/16_audit.png" Url="https://v8k3f3n4.rocketcdn.me/tools/audit/audit_area.aspx" AvailableOffline="false" />

Paste the following in to the sitemap after the above tag:

<SubArea Id="nav_social" ResourceId="Social_SubArea_Title" DescriptionResourceId="Social_SubArea_Description" Icon="https://v8k3f3n4.rocketcdn.me/_imgs/area/16_social.png" Url="https://v8k3f3n4.rocketcdn.me/tools/social/social_area.aspx" AvailableOffline="false" />

Migrating Email Router Settings

  1. On the server where the email router is installed, open an Internet Explorer Browser and navigate to CRM. Once there click Settings > Email Configuration (the button showcased above). Then click the Migrate Email Router option. From here provide the files needed by the email router:

EncryptionKey.xml
Microsoft.Crm.Tools.EmailAgent.SystemState.xml
Microsoft.Crm.Tools.EmailAgent.xml

All of these files can be found in the folder C:Program FilesMicrosoft CRM EmailService if you did not change the installation path of the Router when it was installed.

Note: You may have to edit security the permissions on these files to allow you to upload them. In my case I was required to grant my user Read access to the EncryptionKey.xml and Microsoft.Crm.Tools.EmailAgent.xml files.

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

2.  After you have the files ready to upload, click next through the following screens and Finish on the summary page. The summary page does advise on what needs to be done next.

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

Since we are migrating to Server Side Synchronization, we will assume that all user specific email settings are already configured in CRM. If not, check out step 4 of our blog on Email Router Troubleshooting 101.

Now all that is left to do is make a settings change and then test the mailbox.

3.  Click the Email Configuration Settings from the Email Configuration screen.

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

4.  In the pop-up window, select Server-Side Synchronization in the Process Email Using dropdown and click OK. You should Also notice the name of the server profile (shown in the migration screen) in the box below.

 

5. Click the mailboxes on the email configuration screen. Then, select the mailbox that you would like to test and choose Test and Enable. 

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

6.  On the pop-up screen, select OK as we only want to test one mailbox for now. We can leave the first check box selected as this box will test the mailbox after the new settings are applied to it. Also, note the checkbox at the bottom of the window, you should make this selection if all users are the member of only one CRM organization.

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

7.  After you have clicked OK, wait a few minutes and then open the mailbox record.

When you do this you may get one of the following messages:

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

If you see either of these messages, check back on the mailbox later to see if the test has been completed. If not, you should see Success in the appropriate boxes under Configuration Test Results. In this case, I only tested outgoing email.

When the test finishes you should see Success in the fields that were tested successfully. In this case, we only tested an outgoing profile.

Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013

8.  Once this is finished, apply the default settings to the remaining mailboxes and Test & Enable. When the test completes, all users will be using Server-Side Synchronization.

More on Server-Side Sync

If you are interested in learning more, The CRM Book explains all the advantages and limitations of this new feature for CRM 2013! Check in with our blog for other updates and, as always... Happy CRM'ing!

Accessing the Business Process “Name” in Dynamics CRM

In your Microsoft Dynamics CRM musings, you might have come across having multiple business processes that you follow on Opportunities. What do you do if you want to track how many opportunities are following each?

Example:

Standard Process flow vs. Streamlined Process flow

The question is how many Opportunities are following the Standard Process and how many are following the Streamlined Process?

The name of the process flow cannot be added to a view within the Opportunity entity, its individual Stage Categories, the entity itself and stage name can be accessed….but not the "NAME" of the Process Flow. Here is the good news! This issue can be solved in a few minutes with a single custom text field and a one line workflow.

Once this field has been populated, standard CRM charting and reporting can be used to provide the information you are looking for.

The workflow is a simple "OnCreate" (Opportunity) and "OnChange" (processed field on the Opportunity) – with one "update" step to update your custom text field that holds the Business Process Name.

To update is simple, look to the image below:

Accessing the Business Process “Name” in Dynamics CRM

 

We hope you found this enlightening and useful! For even more Dynamics CRM fun, check out our main Dynamics CRM blog page or head over to our Dynamics CRM Education department! Or if you are interested in learning more about business processes we have a good library of knowledge for you!

 

Happy CRM'ing!

PowerUp—The CRM Event! A Closer Look at Track 3: Build Up

PowerUp, the educational CRM event of the year, is fast approaching! The conference is chock-full of informative Dynamics CRM sessions that are sure to delight all attendees. If you are registered and aren't sure which track to pick, or if you aren't sure if PowerUp is for you, we have blogs on Track 1: Start Up and Track 2: Keep Up to give you a better idea of what to expect! Track 3: Build Up is built for those who work hands-on with CRM; this track will dig in to specific CRM features so you can build your technical muscles. This is the type of take away knowledge you can use right away.

Here’s a list of the sessions offered for this track:

Day 1, 10:00 – 11:00 am
CRM Sizzle: Tips & Tricks End Users with Talk Up!

Day 1, 11:00 – 12:00 pm
To Code or not to Code

Day 1, 12:45 – 1:45 pm
The Workflow Magician: Best Practices in Streamlined Workflows

Day 1, 1:45 - 2:45 pm
Maximizing CRM Performance: Workstations and Servers

Day 1, 3:00 - 4:00 pm
Real POWER: Understanding Server-side Sync and Email Routing

Day 1, 4:00 - 4:30 pm
What Goes Into Lead Scoring

Day 2, 9:00 – 9:50 am
Working with TONS of Data

Day 2, 10:00 – 11:00 pm
Top 10 Tools you can Use for Developers and Administrators

Day 2, 11:00 – 12:00 pm
Getting the Most out of the Office365 Portal

Day 2, 12:45 – 1:45 pm
STANDUP PowerObjects + Customer Panel: Stump the Experts

Day 2, 1:45 – 2:45 pm
Best Practices in System Architecture

Day 2, 3:00 - 4:00 pm
REPEAT 2: CRM Sizzle: Tips & Tricks End Users with Talk Up!

 

Like what you see? Registering for PowerUp has never been easier! Having trouble convincing your boss that PowerUp would be a great value-add for your organization? We have compiled the perfect resource to sway even the staunchest of minds.

The team here at PowerObjects look forward to seeing you in Minneapolis September 24-25 for the Dynamics CRM event of the year!

Happy CRM'ing!

 

 

PowerUp—The CRM Event! A Closer Look at Track 4: Gang Up

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. Let's take an in-depth look at one of the tracks you can take during the two-day conference: Gang Up. This track includes "Talk to the Subject-Matter-Expert" facilitated roundtables. It's a great track for those who want to connect with others about a specific industry, technology, or type of implementation. Here's a list of the sessions offered for this track:

Day 1, 12:45 – 1:45 pm Technology: Office 365, SharePoint, USD

Day 1, 1:45 – 2:45 pm Type: Call Center, Global Teams, Upgrades

Day 1, 3:00 – 4:00 pm Industry: Health Plan, Health Care, Financial Services

Day 2, 12:45 – 1:45 pm Technology: Parature, Integrations, Yammer

Day 2, 1:45 – 2:45 pm Role: Administrator, Developer, Project Leadership

Day 2, 3:00 – 4:00 pm Industry: Non-Profit, Professional Services, Manufacturing

If any of these roundtable sessions fit what you're looking for, you may want to check out the content of our other tracks too. PowerUp is a fantastic opportunity to gain invaluable CRM knowledge and insights, connect with other users, and learn from the CRM experts. Take a look at the full agenda, or go ahead and register now!

We hope to see you September 24-25 in Minneapolis for this great event.

Happy CRM'ing!

PowerUp—The CRM Event! A Closer Look at the Pre-Conference Training Day

PowerUp—The CRM Event, is less than a month away! The conference has two full-days of Dynamics CRM educational content tailored to everyone from beginning users to advanced administrators. If you're looking for more hands-on training, you can also attend the PowerUp Pre-Conference Training day on Tuesday, September 23. This will be a full-day of training where attendees choose to take one of these three training courses:

Intro to Extending CRM

For those with existing programming experience, this course is designed to introduce you to the software developer's toolkit (SDK) and the caveats of extending Microsoft Dynamics CRM. Covering JavaScript, plugins, custom pages, and portals at a high-level, this training will not be hands-on, but will provide time for questions and discussions on how to get started and where to find resources.

Marketing in a Whole New World

A new era of customer behavior means marketers are plotting a new course for their strategies, tactics, tools, staff, and partners. Get a framework for navigating this new world while using the functionality and data in CRM as your compass. Join us for this course to experience firsthand marketers' best practices in building buyer personas, mapping the customer journey, building predictive lead scoring, tapping into emerging digital and mobile methodologies, and much more. You'll also get an unprecedented view of updated marketing tools in the Microsoft Dynamics product line. For modern marketing leaders and technologists using Dynamics CRM, this is your can't miss event of the season.

The *New* Customer Service in CRM

In 2014, Microsoft has released significant enhancements to the Service area of Microsoft Dynamics CRM. In this course, we will do a deep dive into the new features for customer service including:

We will also demonstrate and discuss other new features of CRM 2013 including:

The Pre-Conference Training day will take place at PowerObjects headquarters in Minneapolis on September 23 from 8:30 am to 4:30 pm with breaks and lunch included. Space is limited so be sure to register now!

We hope to see you in Minneapolis for this great event!

Happy CRM'ing!

PowerUp—The CRM Event! A Closer Look at the Keynote

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. In our previous PowerUp blog posts, we have covered the four different tracks attendees will choose from during the two-day conference. Now we will take a closer look at the keynote that will kick off PowerUp!

The keynote speaker is Neil Holloway, Corporate Vice President of the Sales & Partners for Microsoft Business Solutions Division, who will provide insight into Microsoft's unique value proposition of moving into the future through the Microsoft Cloud for Business. He will focus on how change is being driven by the dramatic acceleration of the Cloud in enterprise businesses. He will discuss the explosive growth of Microsoft Cloud for Business, including Microsoft Dynamics CRM, and the impact that has on businesses delivering great customer experiences. He will also speak on the importance of Microsoft partners in driving enterprise productivity and bringing cloud solutions together for customers.

Neil's experience at Microsoft makes him a natural choice to keynote PowerUp. During the past 5 years as VP Business Strategy for Microsoft International, he was a key strategic partner for the corporate business groups & segments, and field leadership, being at the forefront of some of the largest change initiatives the company has implemented. He was instrumental in helping to energize the Country Manager community and in helping to develop the capabilities of field leadership, better positioning the company to capture the opportunities in the transition to a world of cloud, services and devices.

We are excited to be able to feature Neil Holloway as our keynote speaker this year! PowerUp is a can't-miss event and a great opportunity to gain invaluable CRM knowledge and insights, connect with other users, and learn from CRM experts. Be sure to check out the full agenda, or go ahead and register now!

We can't wait to see you September 24-25 in Minneapolis for PowerUp!

Happy CRM'ing!

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

Do you have a requirement to create a report to sum a calculated field in a report? Are you thinking that this can only be done through a custom SSRS report? Guess what, you can accomplish this using the out of box report wizard! Use the steps below to find the sum of revenue field in a report created using report wizard in Microsoft Dynamics CRM.

Step 1. Access the reports wizard in the reports section.

Revenue Field

Step 2. Start a new report and click next

Revenue Field

Step 3. Specify the name of the report and chose the record type.

Revenue Field

Step 4. Specify the report filter criteria or specify the view to base the report on.

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

Step 5. Add column grouping and columns to the report. For the field that you would like to Sum on, chose the summary type on the properties of the column.

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

 

Step 6. Chose the format of the report.

 

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

 

Step 7. Validate the report summary and complete the wizard.

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

 

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

Hope this comes in handy. If you need additional tips and tricks on report writing, please feel free to check our very informative blogs or our CRM Book. In addition, the PowerObjects Education department is always churning out new Dynamics CRM material via webinars and boot-camp classes.

Happy CRM'ing!

Adding Columns to Marketing List Members Sub-Grid in Dynamics CRM 2013

When you are working with Marketing Lists in Dynamics CRM 2013 you may want think about additional functionalities such as adding columns to a marketing list members sub-grid, as opposed to simply out of the box Members sub-grid. This could be information like email, company name and more. Full Name and Business Phone are the only fields exposed out of the box.

It's simple to do; here's how!

Here you see the out of the box Marketing List form view. Let's go through the steps to add those columns!

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

1. Navigate to Settings > Customization.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

2. Find the Contact Entity and click on Views > Contact List Members View.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

3. Click on Add Columns to add any additional columns you want to surface. In this example email was added.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

 

Adding or Removing Columns

  1. To move the columns from left to right, select the column then use the arrows (circled in green in the above image) to move the column left or right.
  2. To add columns, select the columns you want to add.
  3. To configure the sorting, choose ascending or descending.
  4. Change Properties allows you to make columns wider or narrower.
  5. Select a column to remove it.
  6. Click Save and Close.
  7. Publish your changes.

Viola! You have now surfaced additional information for your Marketing Members sub-grid.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

 

Interested in learning more?  Check out an overview of Marketing Lists in the PowerObjects CRM Book – hands down the best online Dynamics resource out there. Happy CRM'ing!

 

 

Top 10 Spring '14 Wave Updates for Dynamics CRM

The Spring Wave for Microsoft Dynamics CRM has finally arrived! We have been spending a lot of time with the new features here at PowerObjects. In fact, we have a page dedicated specifically to updates and education surrounding the Wave.

We will be discussing many of the new features in depth over the next few days and weeks but we wanted to appease your appetite and give you our list of the Top 10 Features in the Spring Wave!

#10 – Case Merging

Ever have a situation where two contacts from the same company each submit a ticket for the same issue? Now, with the Case Merge feature, we can easily merge these two separate cases together and only handle one case moving forward! This was difficult before the Spring Wave as cases did not possess the Merge feature.

Top 10 Spring 14’ Wave Updates for Dynamics CRM

#9 – Parent/Child Cases

How can a service department keep track of the number of customers reporting a particular software bug? In the past the department would have to create a new case for each time this issue was reported. There was no (easy) way of associating one root cause (the software bug) issues tied to several customers. Parent/Child Cases now allow us to create one parent case for the root cause and associate all the customers reporting the issue to it.

Top 10 Spring 14’ Wave Updates for Dynamics CRM

#8 – Queue Enhancements

Queues are often an overlooked feature of Microsoft Dynamics CRM. There are now a number of new features are available from within the queue area that will be an asset for all CRM users. These features include:

Top 10 Spring 14’ Wave Updates for Dynamics CRM

Top 10 Spring 14’ Wave Updates for Dynamics CRM

 

#7 – Solution Export

Exported solutions can now be 'targeted' for specific versions of CRM. It works like this: suppose I am exporting a solution from a version 6.1 (Spring Wave) organization. If I choose to target the export for version 6.0 (Fall Update), no features from version 6.1 will be included in the solution. This is especially useful when moving solutions around different servers and allows more flexibility in terms of where solutions can be moved to.

Top 10 Spring 14’ Wave Updates for Dynamics CRM

#6 – Holiday Scheduling

Have a holiday coming up and want to make sure your SLA times are not in effect during the holiday period? The Service Management area now features the ability to set a holiday schedule in advance!

Top 10 Spring 14’ Wave Updates for Dynamics CRM
Top 10 Spring 14’ Wave Updates for Dynamics CRM

#5 – Entitlements

Entitlements are used in the service area of CRM and allows organizations to define the amount and type of support available to various groups of customers. Entitlements can be defined based on a particular number of service hours or by the number of cases. Entitlements are similar to the existing Service Contract entity. We will discuss these differences in a blog next week!

Top 10 Spring 14’ Wave Updates for Dynamics CRM

#4 – SharePoint Online Server Side Sync

Server Side Sync for SharePoint Online has been made available as a part of the Spring Wave. Server Side Sync for SharePoint online can replace the existing "client-side sync" for SharePoint that has been available since CRM 2011. There are a couple drawbacks to the client side sync, chief among them, the need for a user to be logged into CRM AND SharePoint. Now, with Server Side Sync, there is no need for user to be logged in to SharePoint in order to view documents. This is a huge improvement!

Top 10 Spring 14’ Wave Updates for Dynamics CRM

 

#3 – Tablet App Changes

The tablet apps available for Microsoft Dynamics CRM show a lot of potential and there have been a number of updates included in the Spring Wave for the tablet apps. These updates improve what is already a very exciting tool. Some of the updates included for Mobility…

 

#2 – Case Timer

We've previously blogged about how to Set Ticket Aging in CRM. SLAs have been made available in the Service area of CRM in the latest update. SLAs will allow support professionals to ensure they are meeting service levels when providing support. First Response Time and Resolution Time are indicators that will be tracked for every case. This information is surfaced on the Case form and the user providing support will have a 'countdown' timer on the case, giving them a clear idea of when a case needs to be resolved by to hit the SLA target.

Top 10 Spring 14’ Wave Updates for Dynamics CRM

And the NUMBER ONE feature in the Spring Wave…

#1 – Automatic Case Creation: Email Channel

Top 10 Spring 14’ Wave Updates for Dynamics CRM

Have you ever wanted to automatically create a case if an email is received in a particular email inbox? My favorite feature in the Spring Wave is the capability to do what is described above! Have important customers that need to have their issues resolved in a short time period? With the automatic case creation rules you can configure rules that will automatically create the case for this particular customer, assign a Follow Up By time to it, Route it to the support employee and then send an acknowledgement email back to the customer, all AUTOMATICALLY within CRM without custom code! Amazing!

There we have it! The top ten Spring '14 Wave updates according to Joe CRM. We hope this has helped you navigate the changes a bit better and as always, if there are any other questions head over to our blog for the latest news and educational materials. Happy CRM'ing!

Add PowerGlobalSearch to a Dashboard in Dynamics CRM

PowerGlobalSearch is a universal productivity tool that is beneficial to any Microsoft Dynamics CRM user trying to find records in CRM. This add-on gives users the ability to quickly search across any entity in CRM . Whether it is an out of the box entity, custom entity or activity and pulling their search results into one grid or negating the need to conduct multiple searches from different areas in CRM, PowerGlobalSearch is the go to records tool!

If you are anything like me, your dashboard is constantly open throughout the workday.  I know having the ability to search across any entity right from the dashboard, and see my results without having to take additional steps would be a life-saver. Add in the benefit of not having to open individual sections and records to get the information I need, and my day just a much more efficient.

Interested in adding PowerGlobalSearch to your dashboard? Check out the steps below and learn how you can increase your productivity right from your dashboard!

  1. First navigate to the dashboard section of your CRM system and either select to Edit or Create New. In this example we will be editing my current PowerPack Dashboard.
  2. Once you have your dashboard created/chosen to edit, select which pane you would like to add PowerGlobalSearch to and select Web Resource Icon.

     

Add PowerGlobalSearch to a Dashboard in Dynamics CRM

3. This will open a dialog box. Here you will need to select the pogs_/Search.html web resource, give it a field name and label, and then select the Display label on the Dashboard and Visible by default checkboxes on the form.

Add PowerGlobalSearch to a Dashboard in Dynamics CRM

4. Once you have configured this page select OK. This will bring you back to your editable dashboard. If you would like you can adjust the web resource height and width. You can do so by clicking on the PowerGlobalSearch pane and then navigating to the ellipsis and choosing to increase or decrease width and height. Once you are happy with how it is being displayed, select Save and Close.

Add PowerGlobalSearch to a Dashboard in Dynamics CRM

5. Once you close the editable view of the dashboard, your dashboard with PowerGlobalSearch will render like shown below.

Add PowerGlobalSearch to a Dashboard in Dynamics CRM

PowerGlobalSearch is now installed. At this point you can search across all entities right from your dashboard to your heart's desire. If you have any questions, please feel free to contact the PowerPack Team at powerpackpro@powerobjects.com or visit our blog for any other troubleshooting you might need!

Happy CRM'ing!

Spring '14 Wave Update: Merge Up to 10 Cases Using a Single Click in Dynamics CRM

How many times have you wished you could merge cases in Dynamics CRM? Maybe you wanted to combine multiple reports of the same issue coming from different channels (web, email or phone), or across different departments to eliminate redundancy. With the new Wave release you now have that ability. We think it's so handy we've named it one of the top ten updates from Spring '14 Wave! Easily merge two, to up to ten, cases with a single click and soon you'll be focusing your resources, streamlining queues, speeding response times and spreading happiness!

Let's get started on merging those cases.

1. Navigate to Service.
2. Click on Cases.

Spring '14 Wave Update

In this example, we will merge cases from the My Active Cases view, but cases can be merged from a variety of views. We'll also only merge two cases just to keep things simple, but don't forget you can merge up to ten active cases.

3.  Click on the Cases you want to merge.
4.  Click on Merge Cases.

Spring '14 Wave Update

5. Once you select Merge Cases a window will open asking you to select the primary case, i.e. the case that other cases will be merged into Select the Case.
6.  Click on Merge.

OK, now take your time getting used to your new merging Super Powers -- once you merge the cases you can't undo this action.

Merge Up to 10 Cases Using a Single Click with Spring '14 Wave Update

Success! You are now a merging Super Hero!

Merge Up to 10 Cases Using a Single Click with Spring '14 Wave Update

What happens to the merged cases? They will be marked Canceled and only the one primary case you picked will remain active. In addition, all activities, notes and attachments will be re-parented to the primary case.

Merge Up to 10 Cases Using a Single Click with Spring '14 Wave Update

 

Click on Case Relationships in the primary case to view Merged Cases.

Merge Up to 10 Cases Using a Single Click with Spring '14 Wave Update

Let's do a quick recap on a few things to remember with this new feature:

Have Spring '14 Wave on your mind? Did you know we have an entire page dedicated to all things Wave related? Check it out for for continuing education, blogs or any further questions! And as always... Happy CRM'ing!