I need to do some custom reports, and I'm kind of lost.
I want to do a custom report with the following conditions: number of emails and phone calls per day/week/months and per country
How can I do that ? do I need to use or create views to successfully make this kind of report ? I'm a new user of Dynamics CRM 2013. I spent a lot of time on it and I havn't found the solution yet.
Creating new views won't really help. I'd tackle this with an SSRS Report.
http://msdn.microsoft.com/en-us/library/gg328097.aspx
There are a lot of blogs and videos out there that step through creating an SSRS report. Here's a video that may be helpful:
https://www.youtube.com/watch?v=wTpoW_cz0Xk
Related
I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.
When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).
Please help me to find a way to copy all this stuff from Contact to Lead.
You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.
You can start from here:
http://msdn.microsoft.com/en-us/library/gg328515.aspx
Another way that you can do this is to simply reference the notes from the Lead in the Contact, Account, or Opportunity entities using an IFrame and some JavaScript as described in http://030bacf.netsolhost.com/WordPress/?cat=69 . Depending on how many records you have, potentially this could even be a better solution since you are only keeping one copy of the notes which will help keep the size of the database more manageable and performance better. Or you could use this solution for the notes and the solution recommended by Guido for the Activity records. I had to make a change to the URL used for CRM 2013 and have copied that part below.
//src="/"+context.getContext().getOrgUniqueName()+"/_controls/note/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
// change to this for CRM 2013
src=serverUrl+"/"+Xrm.Page.context.prependOrgName("/_controls/notes/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");
I have a solution in VS2012 with a SharePoint 2013 sandboxed project. I have created some custom workflows in 2013.
What I really need to do is to have an approval workflow to publish content, and send out an email when a new document is approved.
My first thought was to use the OOB approval 2010 workflow and use an event receiver on the list. When an item becomes approved, I would send out an email, but I'm unable to send emails programmatically in SharePoint online.
My second thought was to recreate the workflow in 2013, since I know I can send emails out that way, but it looks like the activities related to content approval were removed for 2013 workflows. I can try and do the approvals via rest calls, but my concern was that my workflow will fire every time the item in the list changes (even if it's not a publish), so I will have to check (in the workflow) if the item is being published or not. This will cause the workflow history for the items to become pretty useless as it will be filled with mostly white noise. Also, as far as I can tell, the checkbox when you create an association for "Start this workflow to approve publishing a major version of an item." does not apply to 2013 workflows.
I believe my best answer at this time would be to create a custom 2010 workflow, but I don't see how I can do that from inside VS2012. Can anyone help me (or maybe suggestion another alternative to achieving my goal?)
You can just turn on the old (2007) approval workflows. It sounds like those might work for you.
This article references how to do that, but in short it is under
Site Settings -> Site Collection Administration -> Site Collection Features -> enable the feature 'SharePoint 2007 Workflows'
Configuring SharePoint 2013 to use legacy workflows
I ended up using an OOB 2010 Workflow and modifying it with SharePoint Designer. Not really the solution I wanted (which was to package ALL of my customizations into a single WSP), but I've spent more time than I should have trying to get it to work.
I've been hunting all day trying to find some good examples/tutorials on how to pull data into Sharepoint 2013 from CRM 2011. The best thing I have found so far is a SP2010 example, but with VS2012 and SP2013 it seems like so much has changed, and trying to make that tutorial work isn't going well thus far.
I have no experience with SP; with CRM I have used the CrmSvcUtil.exe in the past to generate a class and use that within a .NET app in order to view/update data in CRM. I tried implementing this into my Visual Web Part, but I need to be able to add connection strings to the config file which it doesn't seem are recognized by the web part. I see that I can add a service reference to the CRM Organization service but I'm not sure if/how I can use that to query data. Any help is appreciated, or if anyone could point me in the direction of some good documentation. Thanks!
You have got couple of options.
(1) Use SharePoint 2013 client API.
Consume the client API from your CRM plugin / custom workflow to update the crm data to SharePoint 2013.
(2) Consume SharePoint 2013 webservices from CRM plugin / custom workflow.
I don't think this works in sandbox based solution.
I'm trying to build a Web part that takes data from Ui and write them into a Crm 2011 entity.
Does anybody know if is it even possible and by which ways?
Thanks!
You could take a look at using BCS:
Connecting SharePoint Online and CRM Online using BCS - 2013 Edition
Still not really seamless because you still need an intermediary application. The example only shows pulling CRM data into SharePoint but I believe it is supposed to be able to push data back as well.
Does anyone knows a way to publish my PivotTables and PivotCharts made in Excel, Access, or PowerPivot 2010 to a web page and maintain the interactivity?
I know this was possible in Excel 2003, but cant find a way to do the same in Excel 2010 without having to use Sharepoint and Excel Services.
Any suggestion?
Thanks
In terms of PowerPivot based files this isn't possible.
Jacob
The cheapest and easiest option would be to put the dataset in Azure or Azure Marketplace and have them query the data directly via the PowerPivot plugin. Other than that you can not maintain the interactivity of the pivot chart online. It's not part of your question but I would suggest taking a look at a http://www.highcharts.com/ or http://d3js.org/ implementation. You can interact with an example here:
http://www.highcharts.com/demo/pie-basic (click jsfidle)
If you get to the point where you can justify the cost of having powerful reports online you can take a look at http://spotfire.tibco.com/demos at our last company we had so many requests for pivot tables and their charts to be accessible online that we ended up having to buy a Spotfire license :/
Good luck!