Rename a OneNote Notebook in Dynamics CRM

The integration of OneNote with Dynamics CRM was introduced in Dynamics CRM 2015 Spring release providing users with the ability to collate additional information/ideas pertaining to a record in a single location. This information can be in various formats, i.e. pictures, audio recordings and formatted text.

If you have attempted to use this functionality, you would have noticed that on creation of a OneNote notebook, the default name for the notebook is set to ‘Untitled’ and merely renaming the ‘Untitled’ Section or Page Title does not update the notebook name.

This blog post will cover a couple of options available to rename a OneNote notebook in Dynamics CRM.

OPTION 1: Delete untitled section and create a new section

  • Navigate to the record for which you wish to rename the OneNote notebook.
  • In the Activity Panel, click on OneNote and click to open the ‘Untitled’ OneNote notebook.

1dynamics-crm-activity-panel

  • Delete the ‘Untitled’ Section. (Right click the ‘Untitled’ Section and click Delete)

2untitled-onenote-notebook

  • Create a new Section in the notebook, enter the Section name and click OK. (This will be the same name you wish to rename your notebook to)

3onenote-notebook-section-name

OPTION 2: Edit properties in Document Management library

  • Navigate to the record for which you wish to rename the OneNote notebook.
  • In the related record information, select Documents. (Related Info > Documents)

4dynamics-crm-related-info

  • Click to select the OneNote notebook, and in the Action Menu, click Edit Properties.

5dynamics-crm-document-associated-grid

  • Update the notebook name and click Save.
    6dynamics-crm-edit-document-properties

 

Advertisements
Posted in CRM 2016

Setting Up an Interactive Hub Dashboard in CRM 2016

The screencast below aims to demonstrate the steps involved in setting up an Interactive Hub Dashboard and will cover:

  1. Enabling entities for the Interactive Hub
  2. Configuration of filter and sort fields
  3. Updating colours for values in option sets
  4. Creating an entity dashboard (Multi-stream)
  5. Creating a Home Page Dashboard (Single/ Multi-stream)



The information below provides a quick overview of the screens for setting up a dashboard.

Enable Entities for the Interactive Hub

The entities enabled by default for the interactive hub experience:

  • Accounts
  • Contacts
  • Cases
  • Queue Items
  • Activities
  • Knowledge Articles (New)
  • Social Profiles.

The system administrator or system customizer can also enable custom entities for the Interactive Hub experience by checking the Enable for interactive experience checkbox in the Entity customization screen.

interactive-service-hub1

 

Configure Filter and Sort Fields

To enable a field for filtering in the Interactive Experience, ensure that the Appears in global filter in interactive experience check box is checked in the field properties.

priority-of-case-2

 

To enable a field for sorting in the Interactive Experience, ensure that the Sortable in interactive experience dashboard check box is checked in the field properties

sortable-in-interactive-experience-dashboard3

 

Updating Colours for Values in Option Sets

To specify a colour for a value in an option set, select the option set value and update the colour hex code. This action will have to be repeated for each option, i.e. in the example below, a colour will be specified for High, Low and Normal options.

specify-colour-for-a-value4

Creating an Entity Dashboardcreate entitiy dashboard

create-entitiy-dashboard5

Choose Layout

choose-layout6

 

Adding Streams to Dashboards

add-stream-to-dashboard7

Creating a Home Page Dashboard

home-page-dashboard7

 

Choose Layoutcreate entitiy dashboard

create-entitiy-dashboard-8

Adding Streams to Dashboards

add-stream-to-dashboard-homepage9

Posted in CRM 2016, Interactive Service Hub

Introducing the Microsoft Dynamics CRM 2016 Interactive Service Hub

The interactive hub has been designed to simplify day-to-day processes and provide easy access to information while also delivering a richer intuitive and interactive dashboard experience.

The screencast will briefly introduce you to a few components in the Interactive Hub and then move on to a demo of the Interactive Dashboard experience.

Accessing the Interactive Service Hub

There are a couple of ways to navigate to the Interactive Service Hub.

One, by clicking on the Experience it now button in the notification bar or by entering the URL in your browser. The URL is different depending on whether you’re using CRM Online or CRM (on-premises) as follows:

Microsoft Dynamics CRM (on-premises)

https://<your CRM Server>/<orgname>/engagementhub.aspx

Microsoft Dynamics CRM (on-premises with IFD)

https://<hostname%5B:port%5D>/engagementhub.apsx.

Microsoft Dynamics CRM Online users

https://<CRM Server>.crm#.dynamics.com/engagementhub.aspx

 
Readmore

Navigation in the Interactive Service Hub

The Navigation is similar to Microsoft Dynamics CRM, and only entities that are enabled for the Interactive Hub experience will be displayed in the navigation.

interactive-service-hub-dynamics-crm

 

Terminology

Streams display data from views or queues.

Tiles provide an aggregated view of the data in streams.

Single Stream Dashboards have only one stream.

single-stream-dashboard-interactive-service-hub

Multi-stream Dashboards have multiple streams.

 multi-stream-dashboard-interactive-service-hub

 

Chart Types

The Pie, Bar and Line Charts can be used in the Interactive hub and the charts can be colour coded for fields containing a set of options. Additionally, there are two new charts types that have been introduced:

Tag Charts present data as text

Doughnut Charts display a relationship of a part to a whole

interactive_service_hub_charts

 

Dashboard Components

Dashboard Selector: allows navigation between dashboards

Refresh: refreshes data/chart components

Visual Filter: enables/disables the chart components on the dashboard

Global Filter: filters data based on the applied filter criteria

Timeline Filter: provides filtering of records for a specified period of time

interactive-service-hub-timeline-filter

 

Additional information on the Interactive Service Hub is available in the Microsoft User Guide.

Posted in CRM 2016, Interactive Service Hub

Voice of the Customer in Dynamics CRM 2016

Voila!

The Voice of the Customer solution is now available in Microsoft Dynamics CRM 2016. The survey module provides the ability to create and send out surveys to customers from within Microsoft Dynamics CRM.

To install the Voice of the Customer Solution navigate to the Office 365 Admin Center

In the Navigation Bar, scroll down to the Admin Section and then click CRM

Admin Center

On the CRM Online Administration Center – Manage all CRM Online Instances page, select the instance on which you’d like to install the Voice of the Customer solution and then click the  Manage your solutions button

Manage CRM Solutions 1

On the CRM Online Administration Center – Manage your solutions page, select the Voice of the customer solution and then click the  Install button

Manage CRM Solutions

To proceed with the Installation agree to the Terms of Service by clicking the Install buttonAccept Terms

The installation takes a few minutes and once completed the Voice of the Customer module will be accessible from Dynamics CRM

VOC in CRM

Navigate to Settings –> Customizations –> Solutions and select the Voice of the Customer solution. Agree to the Terms and Conditions and then select Enable Voice of the Customer

Voc - Solution

Posted in CRM 2016, Voice of the customer