Monthly Archives: November 2014

Turning off navigation tour in MS CRM 2015

If you are logged in first time in MS CRM 2013, you will see a beautiful CRM lady in navigation tour screen, this tour will help you with quick navigation tips, but even if you will select “Don’t show me this again” , she may come back again to meet you 🙂 if you will access CRM from other browser or your browser cookies will be deleted.

welcomescreen

If you are using on premise deployment then you have option to do a registry key fix like this to remove it, but if you are using online then you don’t have any option to remove it permanently.

Don’t worry finally we can say good-bye to her, because MS CRM 2015 introduced a new system setting to turn off navigation tour (Settings-> Administration->System Settings)

systemsettingHIMBAP | Need any help in Microsoft CRM 2015 Contact US !!

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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.

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

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