How to disable the “CRM for Outlook” alert on the message bar

Microsoft Dynamics CRM web client displays the “CRM for Outlook” alert message on the message bar by default when the user logs in.
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There’s a way to disable this alert at a system level and below are the steps to disable this alert –

  • Navigate to Microsoft Dynamics CRM > Settings > Administration
  • Click on System Settings > Outlook tab
  • You will find a section by name ‘Users see “Get CRM for Outlook” option displayed on the message bar. Set this option to ‘No’

System Settings

  • You don’t see this alert on the message bar anymore!
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How to disable the “Send Report to Microsoft” error pop-up

If you are using IE 10 or IE 11, you might encounter this error message when you click on a form or navigate away from the from.

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This is an IE compatibility issue that Microsoft may rectify as part of a future update rollup (UR).

The workaround for this is described below –

  1. Navigate to Microsoft Dynamics CRM > Settings > Administration > Privacy Preferences
  2. On the Privacy Preferences Tab, select the option “ Specify the Web Application Error Notification preferences on behalf of users”
  3. Select the “Never send error report to Microsoft”

Wait!! That doesn’t resolve the problem if you are using IE 10 or IE 11.

Now, Click on ‘Compatibility View Settings’ on IE and add the CRM url to the compatibility view settings. No error anymore!

Keyboard Shortcuts for Microsoft Dynamics CRM 2013

Recently, I was prepping my team on how to deliver a Training Manual for a CRM 2013 implementation. I was keen to include the CRM 2013 keyboard shortcuts as part of the training manual. That’s when I found a section in the Microsoft Dynamics CRM User Guide which lists the Keyboard shortcuts for CRM 2013.

You can download the Microsoft Dynamics CRM 2013 User Guide here.

Below are some of the keyboard shortcuts you can make use of.

Note: The shortcut keys described in this section refer to the U.S. keyboard layout.

Form keyboard shortcuts

Operation Command
Move to the next option, option group, or field Tab
Move to the previous option, option group, or field Shift+Tab
Complete the command for the active option or button Enter
Move between options in an open list, or between options in a group of options Arrow keys
Cancel a command, or close a selected list or dialog box Esc
Save Ctrl+S or Shift+F12
Save and Close Alt+S
Cancel edits and close (Close) Esc
Open search Spacebar or Enter
Delete text from a field Backspace
Delete the record (when forms are in Edit mode) Ctrl+D
Save and then open a new form (Save and New) (when forms are in Edit mode) Ctrl+Shift+S
Tab
Open the lookup menu with the most recently used items in alphabetical order Alt+Down Arrow
Open the list menu (when forms are in Edit mode) Ctrl+Shift+2
Navigate to the next item on the list (when forms are in Edit mode) Ctrl+>
Navigate to the previous item on the list (when forms are in Edit mode) Ctrl+<
Open lookup drop-down list Enter
Close lookup drop-down list Esc
Auto-resolve lookup value Ctrl+K
Open a record found in lookup with forms in Edit mode Enter
Open a record found in lookup with forms in Read-optimized mode Ctrl+Enter
Add a step in the Sales Process Configuration Tool Al+Shift+N
Add a stage in the Sales Process Configuration Tool Alt+Shift+M
Tab to Command Bar when in the updated user experience Ctrl + [
Tab to process control when in the updated user experience Ctrl + ]
Tab to the Navigation pane Ctrl + Shift + 3
Tab to main work area when editing a form in the updated user experience Ctrl + Shift + 1

Mac keyboard shortcuts

If you are a Mac user, the below shortcut keys apply.

Action Windows Keys Mac Keys Notes
Tab TabShift+Tab TabShift+Tab Enable Tabbing in System Preferences and Safari Preferences (refer to Apple and Safari documentation).
Access keys Alt + Access key Ctrl + Alt + Access key For example, the Next button uses N as its access key.
Microsoft Dynamics CRM Shortcut keys Ctrl + key Ctrl + key For example, move to the first tab in the ribbon control with Ctrl + {. Save using Ctrl + S.
Activate Control Space / Enter Space / Enter
Close topmost window Window + W Command + W Refer to Apple support documentation.

 

Microsoft Dynamics CRM 2013 Spring Wave – Release Preview Guide Available

Spring time it is (at least in the northern hemisphere) – The ice melts, the flowers bloom and new features of Dynamics CRM 2013 emerge!

The Release Preview Guide for the Spring wave of CRM 2013 release is available for a download here.

The Release Preview Guide highlights the new capabilities of CRM 2013 as part of the Spring ’14 release. Microsoft plans to deliver the Spring wave features to the CRM online customers as an automatic service update with the option to opt in for additional Customer Service capabilities, and to the on-premises customers as an installable service pack (SP1).

The Spring wave is one of the biggest releases so far on Microsoft Dynamics CRM. There are a whole new bunch of functionalities in offer for the Marketers, Sales Professionals and Service professionals. Explore the exciting new capabilities that Microsoft Dynamics CRM will deliver for you now and into the future and provide your feedback/suggestion on Microsoft Connect.

Workaround | Error Installing UR2 for Microsoft Dynamics CRM 2013

If you have CRM 2013 installed on Windows 2012/R2 Server, you might see the below error message which prevents you from installing UR2.

18:06:21| Info| Error: Failed to install .Net 4.0 KB 2836939 update with return code: 1642
18:06:21| Error| System.Exception: Action Microsoft.Crm.UpdateWrapper.InstallDotNet4KBUpdate failed. —> Microsoft.Crm.Setup.Shared.SetupException: Failed to install required components: .NET 4.0 KB 2836939
at Microsoft.Crm.UpdateWrapper.InstallDotNet4KBUpdate.Do(IDictionary parameters)
at Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
— End of inner exception stack trace —, Error, RetryCancel, Option1

Microsoft Support has documented the issue and the workaround here.

The issue is related to the installer failing to evaluate the installed .Net version with certain number formats set in the region control panel. This then attempts to install KB2836939 which cannot be installed in Windows 2012. The KB2836939 is an update for .NET Framework 4.0 which is only available for the following operating systems:

  • Windows XP Service Pack 3
  • Windows Server 2003 Service Pack 2
  • Windows Vista Service Pack 2
  • Windows Server 2008 Service Pack 2
  • Windows 7 Service Pack 1
  • Windows Server 2008 R2 Service Pack 1

Workaround as suggested by Microsoft support:

  •  Set  a standard number format in regional settings (e.g. decimal symbol = [comma], grouping symbol = [dot])
  •  Add below registry keys (recommended approach)
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Updates\Microsoft .NET Framework 4 Extended\KB2836939v3
      • String “ThisVersionInstalled” = “Y”
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Updates\Microsoft .NET Framework 4 Client Profile\KB2836939v3
      • String “ThisVersionInstalled” = “Y”

Decode the Error Codes in Dynamics CRM

Microsoft has done a fine job in documenting the web service error codes for all versions of CRM. The web service error codes for CRM 2013 can be found here.

The Error IDs documented on MSDN and CRM SDK are in hexadecimal format. For example, the error code ‘80040516’ translates to a ‘The opportunity cannot be closed’ error message. But when you encounter an error or an exception in your application, the error log displays the error ID in a decimal format. The same exception is displayed with an error code ‘-2147220202’. Searching for this error code on MSDN or CRM SDK may not fetch you the desired results.

What do you do next?

Open the Windows Calculator. Set the view to ‘Programmer’ (ALT + 3). Copy the decimal number and then select the ‘Hex’ option to convert it to a Hexadecimal number. The result displayed would be something like ‘FFFFFFFF80040516’. Strip the ‘FFFFFFFF’ and search SDK for the error code ‘80040516’. This will give you the required information on the error code.

New CRM 2013 Solution on CodePlex – Easy Navigate

I have a penchant towards exploring the Dynamics CRM 2013 related solutions posted on CodePlex. A recent solution which caught my attention was ‘Easy Navigate’.

You can download the ‘Easy Navigate’ solution on CodePlex here.

Solution Overview

The ‘Easy Navigate’ solution displays the entire CRM 2013 SiteMap in a single screen and with a Windows 8 style user experience.  Below are some of the features of the solution –

  • Windows 8 UI – The Windows 8 style ‘Tiled’ User Experience to access SiteMap. This user experience also aligns with the Windows 8 PCs and Tablets the users currently use.

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  • Personalization to Tiles –Displays only what the user wants to see. The user can personalize the SiteMap by removing entities they wouldn’t need, and selecting only the entities they frequently use. The drag and drop feature within the solution serves the user to rearrange the tiles as per their preference.
  • SiteMap Search – The solution allows the user to search for any entity within CRM.

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The only complaint would be that there is no control to add the entities back to the screen in case the users have accidently removed it. It would ease up work for the administrator if there is a control to add the entities back to the screen.

Overall, I see this as a very productive solution which enhances the user experience in CRM 2013. I would recommend evaluating this solution for your customers.

Great job by Amine Kouddane!