Friday Tip! How to Quickly Create a Personal View in Dynamics CRM 2013

This tip is courtesy of a fairly recent feature in Dynamics CRM 2013. A personal view is a list or group of records that can help you target and segment lists of your CRM records. Most users know they can create a Personal View in Dynamics CRM 2013 using Advanced Find. Nothing wrong with creating personal views using Advanced Find, it just takes a few more steps than what I’m going to show you.

Let’s say you have a field for that ranks?your customers and prospects, e.g. A, B, C, D, etc. Now you want to create a list of all your A and B current account records. Here are the simple and fast steps to create an AB Current Accounts list.

I’m going to start with my All Accounts view to make sure I get all the AB Current accounts in my list.

1. Start by selecting the Filter button on your list.

2. ?Now we can enter our filter criteria. In this case I am going select the Rank field and simply check A and B

 

 

3. Let’s also select the Account Status field and check Current.

4. Once all your criteria is added, select the View?drop down, then scroll down and select “Save Filters as New View”.

 

5. This will display the Save as form, in this case I’m calling the view AB Current Accounts…name yours as you need.

 

6. That’s it! You have your new view. Now you can share it with others as well!

Pretty sweet right. This approach saves several steps and who doesn’t like doing things faster and more efficiently.

 

Sharing Saved or Personal Views

Sharing Saved or Personal Views that you or your users have created is a great way to encourage adoption and use of Dynamics CRM. With some of the UI/UX changes in CRM 2013 the question of how to share Views has come up several times recently. Oddly the ability to share a View or List you create in CRM is a little ?hidden?. To shine some light on these great views that are worth sharing, follow the steps below.

1. Navigate to Advanced Find.
   1. E.g. go to Opportunities
   2. Click the ellipsis
   3. Click Advanced Find

2. On the Advanced Find form, click the Saved Views button.
3. Select the View (or multiple views) you want to share.
4. The Share button becomes enabled, click it. The Share saved view form is displayed.
   
5. Select the users or teams you want to share the view with.
6. Select the type of access you want the others to have. In most cases, leaving the default Read is fine for most needs. Click Share and you?re done! The selected users will now have access to the view.

If you haven’t checked out Dynamics CRM lately, or use a different CRM, check out Dynamis CRM 2013 here:?http://www.microsoft.com/en-us/dynamics/crm.aspx

 

 

 

 

 

 

 

 

A great session on Dynamics CRM 2013 upgrade considerations and key platform enhancements by Matt Barbour, Microsoft Senior Program Manager.

Discontinuing support for

• Windows Server 2003
• Windows XP
• IE7
• Exchange 2003
• Reworking some of the accelerators several have been around since v4
• This is a one way upgrade
• Must upgrade from ur6 or ur14 or higher. CRM 2011 MUST be on one of these patches or the upgrade will refuse to complete
• Supporting both in place and migration updates
• Base and extension tables are merging in this release
  • Reason, improved performance (no joins), less locks, better design
• Merge tool is suggested for large data sets. Guidance will be coming on size for when to use merge tool vs during the upgrade
• Two new services added, CSS writer and monitoring service
• VSS writer – online backup support for CRM, meaning live backup, SCOM support
• Monitoring service – health monitoring, will support only 1 test/check for Orion, more tests to be added to future releases, integrates with SCOM pack
• Email Connector service – email router v2, this will be part of CRM, no longer need to install email connector separately.
  • Today only works on like for like, either online only or on-premise only, this will change in future
• Solutions, 2011 will import smoothly into CRM 2013, suggest partners install CRM 2013 dev instance, upgrade the CRM 2011 components and feautes to 2013, then create new 2013 solutions, then use these for updating production systems

CRM versioning system changes (improvements and consistency)

Major.minor.UR/lob.build

• CRM 2013 “Orion” is 6.0.0000.xxxx
• If second number changes, these are feature changes, adds
• If 3rd number changes, these are bands or fixes
• R2, service lack, feature lack, mean Minor update
• Update roll ups are
• Fixes and security only…no more feature adds

Other new adds

• OAuth authentic a model, required for IFD deployments
• Can’t speak yet about OpenID support
• New image data type
• Added left outer join to fetchxml (woohoo!!!)

Real time workflow

• Transaction aware
• Supports both pre and post pipeline support
• Security aware
• Fits existing workflows can be converted to workflows

Actions / PBL / Business Rules

Access teams (woohoo!!!)

• Supports team selling scenarios, enhances security model
• Works the way you do
• Adding a user records grants them specific access
• Can have multiple access teams per entity
• E.g. Teams that come in nod do out at different times of a process
• Ownership vs collaboration
• Does not require team ownership of records
• Scalable for large number of dynamic teams
• When to use Access teams.
  • When number of users are dynamic and fluid, use team ownership
  • When number of team’s are fixed, use access teams