Tuesday, October 11, 2011

Microsoft Dynamics CRM 2011 Keyboard Shortcuts

Today I read the Quick Start Guide for Microsoft Dynamics CRM 2011 and found the top keyboard shortcuts are very handy, so want to re-quote and also add a few others that I often use.

Top keyboard shortcuts in Microsoft Dynamics CRM

To do this


Select all text in the current field or current list


Close an active form


Move forward through a form's fields


Move backward through a form's fields


Save a form


Save and New CTRL + SHIFT + S
Open the Lookup Window through a form’s lookup field Enter
Wildcard character to search on partial text on a form’s lookup field *text
Through a form’s picklist field, if you have a very long picklist and just want to go straight to the picklist item without seeing the entire list Type the first few letters of the picklist item


Wednesday, October 5, 2011

Microsoft Dynamics CRM 2011 Online Change User License Step by Step


From time to time, organisations may have staff change over.  In this case, you want to transfer the Microsoft Dynamics CRM 2011 Online license from the departed user to a new user.  In summary, it involves 2 main steps.

1) Disable the exited user in CRM Online

2) Add new user to CRM Online

Disable the exited user in CRM Online

You must have System Administrator role to disable other users in CRM Online.  To disable a user (not yourself) in CRM, follow steps below:

Step 1) Log onto to CRM Online.  Go to Settings – Administration – Users


Step 2) Highlight the user and click Disable.  You have now successfully disabled an existing user from CRM Online and spared 1 user license for reallocation.


Add New User to CRM Online

There must be at least 1 spare user license before you can add a new user to CRM Online. 

Step 1) Log onto CRM Online.  Go to Settings – Administration – User


Step 2) Click New button to add a new user.  You will see a new user screen pops- up.


Step 3) Assign the appropriate role( s )  and click Next.


Step 4) Populate the new user form (First Name, Last Name, Email Address) and click Add to New users pane.  Click Next to continue.


Step 5) Check Add new users and send invitations now, then click Create New Users


Step 6) Click Close to complete the add user wizard.


You have now successfully change the CRM Online user license from 1 user to another.

Tuesday, October 4, 2011

Sharepoint 2007 URL referencing Lotus Note database


With one of the recent projects, I got the chance to experience Lotus Note.  To a everyday Outlook user like myself, I have certainly found lost of productivity at the beginning.  However, I must admit Lotus Note impressed me with what it can do.

Back to my subject, a user was asking me about an error they experienced with Sharepoint 2007 Summary Link web part.  “invalid hyperlink” when they use note:/servername/databasename.nfs . 

Sharepoint 2007 accepts url in the following format by default.

To workaround the error, I’ve asked the user to use Sharepoint 2007 Content Editor web part instead. 

Step 1): Add a web part –  Content Editor web part

Step 2): Modify Shared Web Part

Step 3) Rich Text Editor, add the text, highlight the text, use the hyperlink button to insert http://tempurl.  Save

  Step 4) Click on the Source Editor – replace http://tempurl with your note url note:/servername/databasename.nfs

Save and publish.  It should work now.

Microsoft Dynamics CRM 2011 Online Localisation Info


The country or region of your subscription determines the offers and pricing for which your organization is eligible, if you decide to activate your subscription after the trial period. The country/region must match the billing address of the credit card or invoice. You cannot complete setup without setting this option and you cannot change it after it has been set.

Base language:

The base language determines default settings for regional and language options in Microsoft Dynamics CRM Online. The base language for your subscription is determined by the language you select here. It cannot be changed after the sign-up process is complete, but you will be able to install additional languages from within the application.

Base Currency:

Selecting the base currency for your organization is a one-time decision that sets the primary or default currency that is most used by your organization and the currency in which your organization does its financial reporting. You cannot complete setup without setting this option and you cannot change it after it has been set.

If your organization records transactions in other currencies, you can add records using that currency, including the currency symbol and the exchange rate. When you save financial information in a record, Microsoft Dynamics CRM Online converts the monetary values to the base currency. This conversion ensures that all financial information is available in one currency for data analysis and reporting.

Setting the base currency

To set the base currency, you may either select a currency by country or specify a custom currency.

To select a currency by country

1. Choose Select currency by country.
2. Select the Country/region that you wish to base your currency on from the list.
3. Select the Currency from the list.
4. Click OK.

To specify a custom currency

1. Choose Specify custom currency.
2. Specify the Currency Code. The code must be three letters, for example, USD, JMD, or CAD. Do not add spaces between the letters.
3. Specify the Currency Symbol. The symbol must be between one and four characters, for example: $, J$, or €.
4. Specify the Currency Name. The name must be between 1 and 100 characters, for example, United States Dollar, Jamaican Dollar, or Euro.
5. Select the Currency Precision from the drop-down list. Currency precision determines the number of decimals to display after the currency’s decimal separator.
6. Click OK.