Tag: Dynamics crm 365

Posted in Dynamics CRM

Dynamics CRM 365 – Quick Find

Posted on by learnwithmetech

Quick Find

In MS Dynamics CRM, There is a feature to do a quick search for organization. There are different types of searches available in MS CRM. They are

  1. Quick Find
  2. Quick Find View
  3. Advanced Find

Today we are going to discuss about Quick Find which is available on top right side of the UI. We can enable and disable the Quick find and we can limit the entities which we are going to allow global searching. We can use special symbol (*) to find anything that contains those characters which are typed along with *.

Let’s see how to use the Quick find in Dynamics 365.

First select the quick find icon which is on top right side. Please find the below screenshot for the same.

  1. In the search box let’s type the text whatever we want to search and click the icon.
  2. Now the results will be shown as below irrespective of the text found or not

qf_24. if we know only the part of the text then type the text as below

*city / city*/ *city*

qf_3

  1. We can restrict the entities to be searched also for the quick find. Please follow the below steps to restrict the entities.
    1. Navigate to Settings -> Administration
    2. Open System Settings -> General tab as below.

qf_4

Scroll down and find the option “Setup on Quick Find” -> Select

qf_5

  1. When we click on “Select” there is another dialog box opened with available and selected entities.

We can add/remove the entities for quick find as below.

qf_6

  1. After clicking OK, Navigate to the Quick find page and see the Filter with drop down. It has all the entities whichever we have selected for the Quick find.

qf_7

In this way we can do the search across the organization without navigating to the entities.

 

Posted in Dynamics CRM

Dynamics 365 – CRM – Dashboards

Posted on by learnwithmetech

Dashboards

Whenever we login into Dynamics CRM the very first page what we see is Dashboards. It will clearly say how our module is doing in an easy to read format like chars and graph.

For example, if we are in Sales then we can see what is the status of the opportunities and how many leads got generated in that particular period.

How to create new dashboard in dynamics 365 – CRM

Navigate to the module Sales

Now on top select the New -> Dynamics 365 Dashboard

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When we click new dashboard the next step is to select the layout from the below screen

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After the selection of the layout we will be landed in the new dashboard fresh page where all the blocks are empty.

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Please follow the below steps:

  1. First give the appropriate name to the new dashboard.

For ex: My Sales Board

  1. Double click on the “Tab” and change the display name of the Tab.
  2. Next select the section table and provide descriptive name for the section.a.
    1. If we want to prevent the user to not remove the section then select the option “Lock the section on the dashboard”. The section cannot be removed and we cannot modify the items in it. Once we enable this option, then we can’t add/remove any items from this section.5
      1. If the locked option is enabled then we receive the above error message when we try to add any component inside the section.

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  1. Now in the section we can add different types of controls. We add the control one by one.
  2. First select the type chart on top menu to insert chart. Please find the below image

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  1. Once we select the chart component then we get the below screen to select Record Type, View and also Chart filter type with chart preview. After selecting the all options click on “Add” then we can see the chart in the dashboard.

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In the same way we can add/remove List, Iframe and web resources.

Types of Dashboards:

Dynamics CRM 365 is providing 2 different types of dashboards.

  1. User Dashboard
  2. System Dashboard

User Dashboard:

Any user can create his own dashboard from the modules Sales, Service or Marketing. This dashboard will be visible only to the users who created the dashboard. If he/she shares/assigns the dashboard with others then in that case other person also can see the dashboard. No need to publish this dashboard. It will be overridden the system dashboard if the user makes it as default dashboard.

System Dashboard:

System administrator or customizer can create the dashboard from the settings. This dashboard can be seen by all the users in that organization. It can be hidden based on the security roles. In order to make this as default dashboard for the organization it should be published.