Splitting up CRM 2013 Composite Fields

Microsoft Dynamics CRM 2013 introduced new Composite fields for forms. Instead of having the Address fields separately on the form, there is a single Address 1 field which when clicked will open up a fly-out menu where you can edit the individual address fields.

CRM 2013 Address Fields

Unfortunately, there is no supported way to change which fields are displayed in the Composite fly-out or to update the labels for those fields. As a workaround, you can remove the Composite field from the form, and re-add the individual fields. For example, a user may want to only enter a Last Name for a Lead and would like the label to be Facility instead.

CRM 2013 Composite fields

With the Composite field, this isn’t possible. Instead, you can put the Last Name field on the form, update its label and then remove the Composite Name field.

CRM 2013

Also note the Last Name field must be put on the form before removing the Name field since it is a required field.

This article was written by Derek Finlinson, Dynamics CRM Technical Consultant for Tridea Partners. Tridea Partners is a Southern California based Dynamics CRM partner.

9 New Service Management Enhancements for CRM 2013

Discover the new service management enhancements for CRM 2013

  1. Automatically create cases from support emails, or posts from Facebook and Twitter.
  2. Define and manage Service Entitlements and Service Level Agreement’s (SLA’s).
  3. Create dynamic routing and queuing rules to ensure you hit your service targets.
  4. Create child cases related to a parent case.
  5. Merge duplicate cases to decrease redundancy.
  6. In the updated Case Form:
      • Review entitlements
      • Review merged cases
      • Review child cases
      • Add a timer to ensure you do not exceed/breach your SLA’s
      • Show a running counter displaying remaining time by when SLA KPIs (Key Performance Indicators) need to be met

Service Management Enhancements for CRM 2013

7. Visual icons (web, phone, email, Facebook, Twitter) provide quick insight on case origin.

8. Service Management Center – Easily manages the configuration of all the Customer Service Options in one place.

Dynamics CRM 2013

9. Unified Service Desk – To learn more go to http://www.microsoft.com/en-us/download/details.aspx?id=43110

Here is a quick Youtube video providing insight on these 9 new enhancements in Dynamics CRM 2013.

This article was written by Var Galpchian, Dynamics CRM Technical Consultant for Tridea Partners. Tridea Partners is a Southern California based Dynamics CRM Partner.

 

 

Dynamics CRM 2013 Hardware and Software Requirements

With the release of Microsoft Dynamics CRM 2013, we have had several questions regarding the software and hardware requirements of the new version. So, here they are:

The server must be running Windows Server 2008 Standard, Enterprise, Datacenter or Web Server, their 2008 R2 equivalents or Windows Server 2012 Datacenter or Standard. Please note the newly released Server 2012 R2 is not currently supported. The server may also be virtualized using Windows Server 2008, 2008 R2 or 2012 Hyper-V

IIS requirements remain the same. One issue we have seen with clients is having multiple http or https bindings for the CRM website. This was not supported in CRM 2011 and is still unsupported in CRM 2013.

SQL requirements remain the same with CRM 2013 supporting SQL Server 2008 Standard, Enterprise, Datacenter or Developer editions as well as SQL Server 2012 Standard, Business Intelligence or Enterprise.

This post was written by Derek Finlinson, Technical Consultant at Tridea Partners. Tridea is a Microsoft Dynamics CRM partner serving CA, UT, CO and surrounding regions. More information on Dynamics CRM 2013.

Dynamics CRM 2013 First Impressions

Here are some of our first impressions on the newest version, Microsoft Dynamics CRM 2013, that was released last week. More information will follow in later blogs and videos.

Navigation Enhancement

The Navigation has Windows 8 “Metro” look and feel, complete with tiled navigation bar and chevrons.

Microsoft Dynamics CRM 2013 Navigation
Microsoft Dynamics CRM 2013 Navigation

 

Additionally, the number of clicks and pop-up windows is greatly reduced by the introduction of:

  • In-page experience with inline editable grids
  • Quick-create forms
  • Auto-save feature

Inline Editable Grid

The inline editable grid feature is especially helpful when entering product line items on an opportunity or quote. In the past, customers have had to use 3rd party add-ons to take advantage of this feature.

Dynamics CRM 2013 Inline Editable Grid
Dynamics CRM 2013 Inline Editable Grid

Quick-create Forms

The quick create forms allows users to quickly create records with minimal/only required fields. This feature is especially useful when creating activities from right within the record form.

Dynamics CRM 2013 Quick-create forms
Dynamics CRM 2013 Quick-create forms

Auto-save Feature

The auto save feature can be turned on globally for all forms by selecting yes/no in the system settings.

Dynamics CRM Auto-save
Dynamics CRM Auto-save

When enabled, there is no longer a need to click the save icon – the system automatically saves your changes every 30 seconds. In fact, in most forms this icon is no longer visible in the top navigation. When changes are made to the form, the message “unsaved changes” occurs at the bottom of the form next to a small save icon.  Once the changes are saved, the message disappears.  The user can also force save by clicking on the small save icon, but that defeats the purpose of not having to worry about clicking on save.

Dynamics CRM auto-save status
Dynamics CRM Auto-save status

Overall, our first impressions of Microsoft Dynamics CRM 2013 are very positive.  For existing Dynamics CRM customers upgrading to 2013, the above new  features will make for a more pleasant user experience.

This post was written by Var Galpchian, Dynamics CRM Application Consultant at Tridea Partners. Tridea Partners is a Microsoft Dynamics CRM partner serving Southern California, Utah, Colordao and surrounding regions. For more information on Dynamics CRM 2013, contact info@trideapartners.com.