Wednesday, April 24, 2013

Show Calendar in workplace post Polaris

This blog post addresses the way one can add Calendar on workplace which was previously available on CRM 2011. This can also be achieved in Polaris following below steps.

1) Click on options under file menu.


2) Then select workplace tab and under workplace check Tools option as shown below


3) Once you save this you will be able to see tools group with calendar in Workplace area as shown below
Now you can also see your daily activities on workplace area as shown below



In addition to this, you can also set calendar as default on the home page. Please follow steps:

1) Click on option under file menu.



2) Select General tab, set Default pane as Workplace and Default tab as Calendar as shown below, and then click Ok.

3) Then you can see calendar as default page when you open CRM for the first time

Hope this article helps!


Tuesday, April 16, 2013

How to integrate SharePoint online with CRM Online - Part 2 -> Integration of CRM and SharePoint online

This is the second part of the blog post following this post. This post focuses on configuring the SharePoint site within CRM online 2011, integrating the both, uploading documents from with CRM to the SharePoint respective folder. Following are the steps for the same:

1) To Configure SharePoint, first you need to download List Component for SharePoint Site. You Can download it from

2) Extract downloaded component, you will see 2 imp Files Namely:

       a) AllowHtcExtn.ps1: This is the Power Shell script, which “Allows” SharePoint to allow    users to use *.htc files.

       b) crmlistcomponent.wsp: This is the solution that we will upload to the SharePoint site    solution gallery that will enable SharePoint to “Speak” with CRM. It enables to automatically create a hierarchical folder Structure on SharePoint for CRM Records

3)  To install List Component in SharePoint, please Click on the “Sites” in the homepage of Office 365 and then click on the Settings (Next to your name) >> Site Settings >> Solutions. Please refer below screenshot

4) After clicking on the Solutions hyperlink, click on “Upload Solutions” and browse “crmlistcomponent.wsp” file and click Ok.

5)Then select uploaded solution and activate it

6) You can see status for uploaded solution to Activated in below screenshot

7) Now create a new record of Default SharePoint Site in Document Management >> SharePoint Sites. Make sure you have installed List Component in Team Site and activated it

  8)  Now you can Configure SharePoint site for your CRM by visiting CRM Online Homepage. Please follow this path in CRM online to configure SharePoint site and then click on Settings >> Document Management >> Document Management Settings


 9) Select the entities for which you want to add folder locations in SharePoint and add SharePoint Team Site URL in below textbox. Then click Next


10) Ignore Based on Entity Part and Click Next  


11)  Now you can see the folder locations created for the selected Entities


  12) You can further check any selected Entity Records to see whether Documents is created or not. Note: On the First Load it will ask to create Document location for particular record. Here just click OK to continue


13)   After Clicking on OK button, you can easily Upload files to SharePoint by clicking on new button


Hope this article helps!

How to integrate SharePoint online with CRM Online - Part 1 -> Creation of CRM Online and SharePoint online common user account

This is a two part blog post illustrating the functionality of integrating SharePoint online with CRM online. The first part of the blog focuses on creating CRM and SharePoint online accounts having common Office 365 user account. Then the second part of the blog talks about integrating the two systems and uploading files from CRM to SharePoint site.

Steps for creating CRM Online Account

1) Visit and create Trial Dynamics CRM online Account. If you already have account then ignore these steps and proceed with the 2nd Part of this blog.

Note: While creating an Account please keep a note of created Login User ID and Password.

2) After creation of Account, just refresh the page after few minutes and you can see “CRM” hyperlink in the top right corner. It will redirect you to the Settings of CRM Online. Please make a Note of Office 365 homepage Link for further use

3) After Clicking on the CRM Link It will ask you to confirm your settings. Here you can modify your CRM instance URL and Default Currency or you can ignore this process and come to the last point of settings where you can “Launch CRM Online” homepage.


Steps for creating SharePoint Online Account

1) Visit to create SharePoint Online Account and Click on the “Office 365 Enterprise E3”. This plan will allow you to associate SharePoint online site with same user Id of CRM online

2) After clicking on the “Office 365 Enterprise E3”, it will redirect you to the SharePoint Online Page. Please click on “Try now” button to proceed.

3) After clicking on the “Try Now” button, click on “an Existing Account” Link at the top.

    4)  Now it will ask you to type in the existing office 365 Account ID and Password. Please enter the User ID and Password and then Sign in     


 5)   Now it will ask you to confirm your order. Please click on the “Try now” to Proceed Further   


6) In the Next process Click on the “Continue” Button to proceed

7)   Now it will redirect you to the Homepage of Office 365 Account. You will see SharePoint is configuring for your Account

8)  Now refresh the page after installation and Click on “Admin” Link on the top right and Select “SharePoint”


9) It will give following Error Msg. This means logged in user has no rights to access SharePoint site, hence SharePoint site is not created for that user

10) Our Next step is to assign rights to that user for accessing SharePoint. Please Go to the Homepage of Office365 and then follow below steps:

a) Click Users and Groups

b) Select an User

c) Click on Edit Button

11)  Click on following options and Click on “Save” Button

12)    Now click on SharePoint to redirect to the SharePoint site

13) This is the default site for the user to access SharePoint. Now this particular user can access SharePoint Site and CRM Online with just one common Office 365 Account

Note: To create another user for SharePoint, you can create it from users and Group section under Office 365 Homepage and assign CRM Online and SharePoint Online rights as per your needs 

Follow the next part of this blog here for Integrating these two systems.

Tuesday, April 9, 2013

Looking for more real estate on Dynamics CRM page

This articles shows various ways in which you can increase the space on Microsoft Dynamics CRM home page. 

Hide the Get Started Pane from the home page

We always see Get started pane above each view as shown below.

If user wishes to disable/hide this pane by default then it can be done, follow below steps.

Click on options as shown below

Under General Tab, uncheck the option “show Get started panes on all lists” as shown below

If you are system administrator and you want to hide or remove this get started pane for all users then it can also be done, please follow below steps for this.

Go to Settings -- Administration -- System Settings

Under General tab, set the “Show Get started pane on all lists for all users” option to NO as shown below. After this you can see all the views without Get Started pane for all users

Collapse the Ribbon bar

In order to collapse the Ribbon bar in CRM follow the outlined steps below:

In CRM we can see arrow at top right corner as shown in below image.


Click on that arrow so that ribbon bar get collapsed and we can see full screen records as shown below. In below image, as you can see, only menu is visible without the Ribbon bar.

To see ribbon bar again click on the same arrow at top right corner or else you can click on menu options like view, charts, customize etc. to see the menu items

Reduce the width of the CRM Wonderbar

Reducing the width of the sitemap area in CRM is also very simple so you have more space for your CRM page

In CRM we can see resize option on the sitemap as shown in below image

Click on that resize option and resize sitemap as per your needs, you can drag it to left or right side

After resizing the sitemap you can see it as shown in below image

If you want to increase the size of sitemap again drag the resize option as shown below