Using Routing Rule Set in Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14 introduced a new feature that allows us to define case routing rules. We can set up different queues based on different business scenarios and then define case routing rules to route cases to these queues (Note: we can have only one routing rule set active at a time). To define routing rules we can navigate to Settings -> Service Management.

Any user with appropriate permission on Routing Rule Set can create and modify routing rules.

ruouting security rule

In our scenario let say we have queues named High Priority and Low Priority (we can create new queue by navigating Settings ->Service Management->Queues) and we want to define a routing rules to rout high/low priority cases to respective queues. To create routing rule, we need to use following instructions:

  • Navigate to Settings-> Service Management-> Routing Rule Set->New
  • Fill routing rule set name, Let’s say “Case Assignment Rule
  • Click on Save button under command bar
  • Click on plus sign on Rule Item sub grid to create rule
  • Define routing rule like following screen and click on Save and Close on rule item window.

ruletitem

  • Follow same steps to create another Rule Item to check if case priority equals to low then assign case to Low Priority queue.
  • Click on Activate button on command bar of routing rule set from.

Now navigate to active case view and select single or multiple cases. After selection, we will see APPLY ROUTING RULE button on command bar, click on this button and it will rout cases based on their priority to high or low priority queue.

case routingNow navigate to Service -> Queue, we should be able to see all cases routed to respective queses.

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Capture old value before change in Microsoft Dynamics CRM 2013 using Real Time Workflow

While working on opportunity, we want to monitor closely all the changes happening in opportunity, for example when Probability value has changed, when opportunity rating is changed etc, maybe we also want to notify the sales manager about these changes with details. Let’s use an example of Opportunity rating, OOB opportunity rating field contains three options:

  • Hot
  • Warm
  • Cold

We can also modify this field if required to fulfill business requirement, so let say when opportunity rating is changed we want to notify our company sales manager with the following very simple information:

Rating for Opportunity has been updated

Previous Rating : <<Old Rating>>

New Rating : <<New Rating>>

We can simply set up an asyn workflow to send notification on changes of rating, but to capture old value of the rating, we need to create a custom field to hold this value for us and create a real time workflow to get old value form rating field. Following are the steps to complete this requirement.

Let’s first create custom field in opportunity entity

  • Browse MS CRM 2013 Application and navigate to Settings
  • Navigate to Customization | Customize the System
  • Navigate to Components | Opportunity |Fields | New
  • Create a field text field for old rating
  • Place this field over Opportunity form.
  • Save and Publish your changes

Let’s now setup our asyn workflow to send notification. Following are the steps to create asyn workflow

  • Navigate to Settings | Processes | New
  • Use following properties
    • Process Name: Send Notification
    • Category: Workflow
    • Entity: Opportunity
    • Make sure “Run this workflow in the background (recommended)” is selected
  • Configure to run workflow as Child (select “As a child process”)
  • Click on Add Step and select Send email option from drop down
  • Click on Set Properties and configure your email like following

emailPropertiesYou need to get Rating and old rating value from Form Assistant like above. Finally your workflow should look like belowfinalworkflow

  • Activate your process.

Now let’s setup a Real time workflow to capture old value before change. Following are the steps to setup workflow

  • Navigate to Settings | Processes| New
  • Navigate to Settings | Processes| New
  • Use following properties
    • Process Name: Capture Old Value
    • Category: Workflow
    • Entity: Opportunity
    • Make sure to uncheck “Run this workflow in the background (Recommended)” option
  • Click Ok
  • Configure your Syn workflow using following properties
    • Scope: Organization
    • Start when: Before
    • Record fields changes: Check this (select rating field using Select button)
  • Click on Add Step and select Update option
  • Click on Set Properties and set old rating field like following screen

updaterating

  • Click on Save and Close
  • Click on Add Step and select Start child workflow
  • Select your workflow that is created in earlier step
  • Finally it should look like following

finalrealworkflow

  • Activate your workflow

Open any opportunity record and try to change rating value then hit Save, you should be able to see old rating value in old rating field.

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Creating RSS Feed Dashboard in Microsoft Dynamics CRM 2013: Part 3

This is our last post to create a RSS feed dashboard in Microsoft Dynamics CRM 2013. Please check our previous posts to create a RSS feed web resource for Microsoft Dynamics CRM Team blog and Twitter user account. In this post we will use these web resources in our dashboard.

Please follow our previous post to get RSS feeds and create web resources for the following URLs.

Once we have all the web resources ready, use the following procedure to create a RSS feed dashboard:

  • Navigate to Settings |Customization | Customize the System.
  • Navigate to Components | Dashboard | New.
  • Select “2-Column Regular Dashboard” from the layout and click on Create.
  • Fill in “Microsoft Dynamics CRM RSS Feeds” under the name TextBox.
  • Please your web resources in the dashboard columns and provide a display name.
  • After placing the web resources it should look like the following screen.

dashboard

  • Save your dashboard and navigate to the Microsoft Dynamics CRM 2013 home page.
  • Select Microsoft Dynamics CRM RSS Feeds dashboard from the drop down.

Our dashboard will look like the following:

firnaldashboard

Stay tuned for our next article.

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Creating RSS Feed Dashboard in Microsoft Dynamics CRM 2013: Part 2

This is our second post to create RSS feed dashboard. In our previous post we explained how to create web resource to display website RSS feeds. In this post we will provide procedure to create Twitter feed web resource.

We can get Twitter RSS feeds using URL like http://twitrss.me/twitter_user_to_rss/?user=username , where for username parameter we can use our Twitter user account, so for example for HIMBAP, we need to use following URL

http://twitrss.me/twitter_user_to_rss/?user=himbapinfo

So we can go to http://feed.mikle.com/  and follow steps from previous blog to create widget and get code.

Twitter itself also provide source code to create widget so we don’t need to use any other free widget, we can simply connect to our twitter account and can get source code from there for widget. Following are the steps to create twitter feed web resource

  • Connect to your twitter account (we are using our HIMBAP twitter account)
  • Navigate to Settings under Profile and Settings
  • Select Widgets and click on Edit

himbapinfo

  • Copy twitter widget code

copycode

  • Browse Microsoft Dynamics CRM 2013 Application
  • Navigate Settings | Customizations | Customize the System
  • Click Newunder Components | Web Resources
  • Fill following properties
    • Name: <<Provide meaningful name>>.html
    • Display Name : <<Provide meaningful name>>.html
    • Type: Webpages(HTML)
  • Click on Text Editor and past the code that we copied from twitter account
  • Save and Publish your changes
  • Click on Preview you should be able to see our twitter account RSS feeds like belowhimnews

Stay tuned, in next post we show how to use these web resources in Dashboard.

HIMBAP | Need any help in MS CRM 2013 Contact US !!

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Sample code: Using jqGrid in ASP.NET page to show CRM data

HIMBAP:

jqGrid in Asp.net for CRM data

Originally posted on Nishant Rana's Weblog:

Sample code: Using jqGrid in ASP.NET page to show CRM data

Just sharing a simple ASP.NET page that uses jqGrid to show contact records in CRM and allows user to search.

Here is the code SampleJQGrid.zip (remove .doc)

Hope it helps ..

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Creating RSS Feed Dashboard in Microsoft Dynamics CRM 2013: Part 1

Keeping you up-to-date with technologies specially with your respective technology is a very extensive requirement  of our day-to-day life. We need to know what is happening, what is released, and if we are not able to get the information directly we need Someone/Something who/which can help us to get latest updates. Here someone could be the person who is keeping him up-to-date and doing blogging to help others to keep them up-to-date :), and something could be the technology that we can use to get updates from blogs, news, forums etc.. so what is that ?? the answer is RSS. RSS helps  to easily stay informed by retrieving the latest content from the sites.

In this post we are going to explain how we can create RSS feed dashboard in Microsoft Dynamics CRM 2013 using free widgets available. Let’s consider we want to get RSS feeds from

  • Microsoft Dynamics CRM Team Blog
  • HIMBAPInfo Twitter Feeds
  • Dynamics News
  • Microsoft Dynamics Forum

We are going to use free widget from http://feed.mikle.com/ for demo purpose. Following are the high level steps to create our RSS feed dashboard

  1. Get RSS Feed URL for respective website
  2. Create widget
  3. Get sample code
  4. Create web resource in Microsoft Dynamics CRM 2013
  5. Place web resource in Microsoft Dynamics CRM 2013 dashboard

So let’s create our first web resource to get RSS feeds from Microsoft Dynamics CRM team blog, following are the steps to get widget code and place it in Microsoft Dynamics CRM 2013.

RSS Feed

  • Browse Microsoft Dynamics CRM 2013 Application
  • Navigate Settings | Customizations | Customize the System
  • Click New under Components | Web Resources
  • Use following properties
    • Name : MicrosoftDynamicsCRMTeamBlog.html
    • Display Name : MicrosoftDynamicsCRMTeamBlog.html
    • Type : Webpages(HTML)
  • Click on Text Editor and past the code that we copied from web site under Source Tab
  • Save and Publish your changes
  • Click on Preview we should be able to see Microsoft Dynamics CRM Team blog rss feeds like below

teamblog

Stay tuned for next post, in next post we will show how we can get Twitter RSS feeds and use it in Microsoft Dynamics CRM 2013.

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Filed under MS CRM 2013 Web Resource, Show RSS Feed in MS CRM 2013

Enable “Allow to use Credentials for Email Processing” in MS CRM 2013 On-premise Continued

This is our second post to “Allow to use Credentials for Email Processing” field under mailbox, please check our earlier post for first option.

In this post we are going to discuss another workaround to enable this option by adding a register key, we can add register key manually or can use power shell command to add registry key for us. Following are the step required to add it using power shell commands

  • Start Power Shell editor (Navigate to Run->Powershell)
  • Use following commands in powershell editor

                powershell

  • Close power shell editor
  • Click Ok to close and do IISRESET

Now navigate to mailbox record in crm, you should get “Allow to use Credentials for Email Processing”enabled.

users

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