MTC has built a new add-on named “Description Template” to help CRM Users build a collection of description templates beforehand and populate them wherever needed on CRM entity records for speeding up their jobs. Currently, Microsoft Dynamics 365/CRM doesn’t have such a functionality to make CRM users more productive and efficient. Although the application sounds simple, yet it has a powerful impact in terms of adding value to resource productivity.
The back end configuration is simple where users can start adding text to description box and save them as templates. Also, it is from here that users must configure the application on target entities and give the logical name of the record field on which the description template must be populated. Once the configuration settings are done, user needs to do one last activity to start using the functionality which is to add a web resource to select the desired descried
description template on the record field.
Below is the detailed explanation on how Description Template works for your Dynamics 365/CRM.
Multi-File Uploader to SharePoint is another Multi-File Uploader add-on series from MTC. Multi-File Uploader is built by MTC with an intent to make life easy for CRM Users who are required to upload multiple files of varying sizes to SharePoint from within their CRM instance. It is important to note that the standard CRM functionality has an upload limit of 50MB and recommends users to upload files directly to SharePoint beyond 50 MB. This has a crippling effect on the CRM users who would like to have a trace of their upload to SharePoint back in CRM. Also, a user cannot upload multiple files at one go, instead he must select each file at a time to upload them. This is seriously time consuming and very unproductive. This is where MTC’s Multi-File Uploader to SharePoint assumes its significance.
The good thing about Multi-File Uploader is that it is pre-configured by default on all entities that support document
Super Grid is an ingenious add-on from MTC that allows excel-like editing down the column on both home grid and sub grids of CRM entity records for different views. As a result, CRM users can become more efficient and productive than before as they no longer have to dive deep into the records for either editing or adding of records.
The most interesting aspect about Super Grid is that it can be configured on Dashboards and Forms too. Let’s see how Super Grid can be configured on Dashboard.
Go to CRM àSettings àCustomizations
Click Customize the System.
CRM report scheduling can be done in 2 ways, namely,
1. Standard Subscription
2. Data-Driven Subscription
As a prerequisite for Scheduling with Standard Subscription, you must capture Snapshot first. A Snapshot contains layout information of a report and results that were captured at a specific point of time. Report snapshots are processed for schedule and then saved to a report server. When you select a report snapshot for viewing, the report will be retrieved from the report server database. Report snapshot is a pre-executed report.
Whenever a user wants to schedule a report to static recipients (e-mailing to certain specific users statically) then standard subscription will be used.
Microsoft Dynamics CRM provides two different configuration fields for plug-ins, namely Secure Configuration and Unsecure Configuration.
Use Secure Configuration, when a setting is sensitive and shouldn’t be readable by any CRM user or if you don’t want that setting to be moved between environments while importing/exporting solutions.