- Server-Side Synchronization is a new feature in Microsoft Dynamics CRM 2013 that can remove the need to install and run the Email Router. When configuring Server-Side Synchronization, if you are not using SSL for the CRM website the following will not work:
- Saving email credentials in email server profiles and mailbox records
- Entering connections to servers that do not use SSL
Microsoft Dynamics CRM 2013 introduces Access Teams. Access Teams work in a simlar way to Teams in earlier versions for sharing but Access Teams cannot own records or be assigned security roles.
Access Teams are created in Settings | Administration | Teams. Teams that can own records are referred to as Owner Teams. The Team entity is used for both Access Teams and Owner Teams; the Team Type field determines the type.
An Owner Team can be converted to an Access Team but not the other way round.
Microsoft Dynamics CRM 2013 introduces Business Process Flows (BPF) which provide a way to guide users through a process that must be followed. The BPF shows fields that are relevant to the process toward the top of the form in a series of stages. Fields can be shown from just the entity or multiple entities.
BPFs are created in the process editor (Settings | Processes) or within a record.
By default, the Navigation Tour video window appears the first time a user logs on to Microsoft Dynamics CRM 2013 in a web browser on a device. A user can select not to see the window again by selecting Don't show me this again.
The Navigation Tour video window can be disabled in on-premises installation by setting a registry setting on servers with the Front End server role.To do this, complete the following steps.
Scheduling Reports in Microsoft Dynamics CRM
Reports in Microsoft Dynamics CRM can be configured to run on a scheduled basis from within the CRM application. For example, if a sales report is needed on a weekly basis, you can schedule the report so that it is automatically available at the required time.
If you have Microsoft Dynamics CRM On-premises you can create an email subscription to the snapshot in SQL Reporting Services Report Manager.
Microsoft Dynamics CRM 2013 introduces Server-Side Synchronization. This provides an alternative to using the Email Router and the CRM Client for Outlook.
A key advantage of Server-Side Synchronization is that processing of emails is performed by the Asynchronous processing service so there is no need to install the Email Router. However, Server-Side Synchronization is not available in Microsoft Dynamics CRM Online Fall 2013; which is disappointing because having to install the Email Router detracts from an otherwise completely cloud-based solution.
To sort rows in a dataset you can choose a column in the dataset in the properties of the tablix or other report element.
Or if you need a custom sort where the sorting isn't alphabetical or numerical you can add code to the report and then call the code in an expression in the sorting property of the tablix.
However, custom code is not allowed for reports that run in Microsoft Online.
An example not using custom code is to use an expression like this:
If you have installed CRM 2013 for Outlook and then need to go back to CRM 2011 for Outlook, perform these steps:
- Uninstall CRM 2013 for Outlook
- Delete the program folder, the default location is C:\Program Files\Microsoft Dynamics CRM (or C:\Program Files (x86)\Microsoft Dynamics CRM for a 32-bit install on a 64-bit computer).
- Delete the MSCRM registry keys located at HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft and HKEY_CURRENT_USER\Software\Microsoft. There might be several keys including MSCRMClient, MSCRMIntegration, MSCRM_Setup and MSCRM.
Email correlation is a process where CRM links tracked emails with records in the database based on information in the email.
In earlier versions, Smart Matching and Tracking Tokens were used to correlate emails.
For CRM 2011, see this article.
The following table details Update Rollups released for Microsoft Dynamics CRM 2013. Note that some Update Rollups cannot be installed, so a backup before installation is advised.
For CRM 2013 on-premise, the third number in the build is the same as the Update Rollup number. A separate set of update rollups is released for CRM 2013 and CRM 2013 with SP1.