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.

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

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Filed under JS Script, MS CRM 2013

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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Filed under CRM Dvelopment Series, MS CRM 2013

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

Are you trying to update mailbox record in Microsoft Dynamics CRM 2013 on-premise and getting “Allow to use Credentials for Email Processing” field grayed out like the following ?? If yes then this post will help to enable this option.

mailboxdisable

Allow to use Credentials for Email Processing” option under mailbox in Microsoft Dynamics CRM 2013 allows us to store credentials to access email services, if we are using Microsoft Dynamics CRM 2013 on-premise, we need to configure IFD to enable this options, but if you don’t want to configure IFD we have following workarounds to enable it.

  • By Enabling https binding 
  • By Using registry key

In this post we will discuss the first option. We need a SSL certificate to bind with CRM website. As we are using our demo VPC, we have created a wild card certificate. Use following procedure to bind SSL certificate and configure HTTPS binding to the CRM website.

  1. Create a SSL certificate. (Please refer our earlier post to create wild card certificate.)
  2. Run IIS Manager.
  3. Select Microsoft Dynamics CRM website.
  4. Click on Bindings… under Action.
  5. Click on Add under Site Binding dialog.
  6. Select https from Type dropdown.binding
  7. Select your SSL certification under SSL certificate dropdown and keep other setting as default.
  8. Click Ok and Close.
  9. Navigate to Microsoft Dynamics CRM Deployment Manager.
  10. Select Microsoft Dynamics CRM and select Properties under Actions.
  11. Select Web Address table and click on HTTPS binding type.
  12. Change port with the port that we used in https binding under Step 7 (443 in our case) in all services.
  13. Click Ok to close and do IISRESET

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

users

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Setting default filter for Personal view

Let’s take example of sales personal, while working with their sales opportunities mostly they create personal view and put their filter criteria while designing. Most of the time they use some common filtering criteria + specific filter criteria, and if we want to minimize their effort to put at least the common filtering criteria to advance find view, how can we accomplish this ?? The answer is to customize Opportunity’s advance find view and add our common set of filtering criteria, let’s take very simple example, we want to default a filter criteria for opportunity created current month.

We can follow below steps to implement it

    1. Navigate to Settings |Customization|Customize the System
    2. Open Advance find view from Opportunity, Components |Entities |Opportunity|View|Opportunity Advance Find View.
    3. Click on Edit Filter Criteria and add filter like below

advancefindview
4. Click on Save and Close.
5. Publish your changes.

Now when you will try to create personal view for opportunity, you will get a default filter as created on this month.

2014-09-12_13-37-01

 

 

 

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