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In the  Previous Blog  we have seen the survey creation and its component. In this blog we will walk through to design the survey. Survey Designer handles the survey page representation, you can a series of question and choose the response type you want to suggest to the user. Steps to create Survey in Designer: Click on Top right hand side Survey drop down and select Designer.       2. Survey Contains three section, Welcome Page , Question/Answer designer , Complete Page .            You can edit each component by clicking Edit button.     3. You can drag your Question/Answer elements from right side of the page and drop it on the part          [Drag a question here].     4. After creating all pages Click on Validate Survey ,   It will take some time to get Survey                      validate, ...

One of the most interesting feature of Dynamics CRM 2016 was Voice of  the Customer Survey . Now you can send survey link to your customer asking about the feedback regarding product and services. The survey can be taken on all platform that CRM supports. Voice of customer gives you the viability to distribute the survey and store the response in dynamics crm. Voice of Customer is available as an add-on in Dynamics CRM. After creating your Dynamics CRM instance go to  portal.office.com  and click on Admin. Click to manage Dynamics CRM and in APPLICATIONS tab you will get Voice of Customer add-on. Select Voice of Customer and click on Manage, you have to select the instance for which you want to configure Survey functionality. Once the VOC steup completed refresh your CRM instance and Voice of Customer will be available in navigation pane. Steps to create Survey - Create Theme for your Survey: Themes gives you capability to change the color of  Survey...

With Dynamics 365 release 9.0 we got an interesting feature to add Auto-Number attribute to an entity. Currently CRM has provided a way to add the attribute programmatically. I was searching for a way to achieve this in which I don’t need to write any code. Luckily I have found that XrmToolBox is giving the effortless way to create auto-number attribute for the entity. Let’s go step by step and add an auto-number attribute to opportunity entity. Step 1:   Download XrmToolBox v1.2017.7.18 or higher version. Step 2: Extract the downloaded solution and open the application. Step3: Go to Plugin Store-> select Auto Number Manager and click to install. As soon the plugin will get install it will be available for you to use in Toolbox. Step 4: Connect to your Organization and now open Auto Number Manager from the tool list. Step 5: Select earlier created solution and choose the entity in which you want to add attribute. In my case I have taken opportunit...

Let’s go step by step and learn how to hide OOB ribbon button. Step 1: Install Ribbon Workbench if you don’t have ribbon workbench installed. Please go to the following link  Download Ribbon Workbench click on download button and give your mail id to get the Ribbon workbench solution. Step 2: Go to Setting and Click on Import button to Import the downloaded RibbonWorkbench_Managed Solution to your CRM Instance. As soon as the solution will get imported to the instance you can find Ribbon Workbench you will find the tool installed on the top of solution page. Step 3: Create a solution and include the entity you want to do the customization. In my case I have taken Opportunity. Step 4: Open Ribbon Workbench and select the solution you created. Step 5 : On the left hand side select RIBBON , by default COMMAND BAR has been selected. Step 6 : Click on the button you want to hide and select Customize Command option, here I have s...

I n the previous blog  I have told you about the properties of CRM Workflow, let’s configure a workflow to see how it can make our job easier to automate the task. CRM workflow is a combination of series of stages and each stage can have multiple steps. We will identify the functionality of each action in this blog. Stage: In workflow there is no limit of stages to add as per my knowledge (Please correct me if I am wrong), Stages are used to arrange the logic in some manner that one can easily understand the flow of logic. Check Condition: This property will allow you to run workflow when the condition is met. The logic is applied by if and then condition. Conditional Branch: This property will allow you to run workflow when you have some condition that can be checked if one fails, the logic goes “Otherwise, if<condition>then. Default Action: This property uses logical else statement, one can make previously defined condition i.e. check condition,...

Workflow in Dynamics CRM comes under Process and it’s a great way to automate the simple/complex Business logic. The great deal about workflows are that you can initiate them without any user interaction. Workflows are specific to a single entity, which has been chosen at the time of creation of workflow. CRM gives you feasibility to run the workflow synchronously (real time) and asynchronously (in the background). Properties of Workflow When you create a workflow there are few component that must be entered to start a workflow: Process Name: Process name helps the user to identify which process they have created. It’s not necessary that the name should be unique but it will be more convenient if you have a unique one for all the workflows. Category: In Process Workflow is one of the category, the other process are Action, Business Process Flow, Dialog. While creating the workflow you need to choose “ Workflow ” as a category. Entity: You can choose OOB as w...