CRM 2013

Tagging Multiple Records with Multiple Tags in Dynamics CRM

With the latest version of Tagging (download here) we have introduced the ability to tag multiple records with multiple tags all in a single action. This functionality is provided via a new page available in the latest release. Simply select the records you wish to tag and click on the Multi Tag button:

Screen 0 - Multi Tag

Once you click on save the tags are applied to all of the records you originally selected.

Preconfigured Solution

To enable this functionality it requires you to create a button on each grid you wish to utilize multi tagging. To help kick start this for you we have provided a solution that enables this feature on account, contact and cases. Simply navigate to the Tagging page to download a copy of this solution.

Adding a button to the command bar

If you have a custom entity you wish to enable multi tagging on, or you prefer not to use the provided quick start solution, you will want to know how to add a button to the command bar. With the help of a tool called Ribbon Workbench we can easily achieve this.

1. Create a new solution and add the entity you want to customise ensuring you also add the 3 xrmc_ web resources in this screenshot:

Screen 1 - Solution

2. Launch Ribbon Workbench and once it opens select the solution you just created.

Screen 2 - Select Solution

3. Add a command to execute the MultiTag function:

  • Select the entity you with to customise
  • Right click on Commands
  • Click Add New
  • Give the command a name. For example, custom.account.MultiTag.Command

Screen 3 - Command

4. Add a new action to the command

  • Click on the lookup icon to add a new action.
  • Then click on the add button to add a new JavaScript Function Action.
  • The function you will want to call is openMultiTag
  • Select the WebResource called $webresource:xrmc_/MultiTagRibbon.js

Screen 4 - JavaScript Action

5. Add 2 parameters to this function so that it detects what was selected in the grid:

  • Click on the lookup icon beside the parameters box
  • Click the Add button and add a Crm Parameter
  • Set the value to SelectedControlSelectedItemReferences
  • Click the Add button and add another Crm Parameter
  • Set the value to SelectedEntityTypeName

Screen 5 - JavaScript Parameters

6. Add an enable rule to the command. MultiTag is only relevant if you have selected at least 1 record.

  • Click on the lookup icon beside the Enable Rules
  • Click on + Add New
  • Give it a name. For example, custom.account.MultiTag.EnableRule

Screen 6 - Enable Rule

7. Create a step for the rule

  • Click on Add Step and add Selection Count Rule
  • Set AppliesTo to Selected Entity
  • Set Minimum to 1

Screen 7 - Enable Rule Step

8. Now we can move on to the button itself.

  • Click on OK to save everything until you get back to the main screen.
  • To add a button simply drag a button from the toolbox on the left onto the appropriate command bar.

Screen 8 - Button drag

9. Give the button a name, for example, custom.account.MultiTagButton, and set the button properties as per the following settings:

Screen 9 - Button properties

Publish your changes by publishing the solution you have just edited. Note: if your changes don’t appear right away publish the solution again and refresh your browser window.

Tagging V2 – support for parent tags and synonyms

We are pleased to announce the general availability of our Tagging solution version 2.

In this release we have added two major functions – Parent Tags and Synonyms - more on each of these below.

Parent Tags

A Tag can now be designated as a ‘Parent’ which allows categorization of Tags. You are able to specify a parent tag name or names for a given Tag entry box on a record form and then only Tags in with this parent will be shown in the search results.  Tags created when a parent is specified will be created and automatically assigned to this parent. See example form below with 3 tag entry boxes each with a parent tag specified:

Parent Tags

 

To restrict Tag entry to a specific parent, specify the parent in the Custom Parameters section of the web resource form – this works for Tag Clouds too where you can specify to only show a Tag Cloud for the specified parent tag:

Restrict to parent

 

The allowable parameters for Parents are:

  1. parent – default is for Tag search results to show all Tags. Setting the parent parameter allows you to specify one or more Tags that have been designated as “parents” (i.e. they can have child tags associated to them). Multiple values can be specified and are separated by a comma.  When a parent is specified new tags that are created have this parent defined.  If there is more than one parent specified then new tags are created with a parent of the first parent specified in the list.
  2. excludeparent – default is for Tag search results to show all Tags. This option allows you exclude specific Tags which have the defined parent or parents. Multiple values can be specified and are specified by a comma. New Tags are created without a parent defined.
  3. allowparentselection – default is ‘false’. Set to ‘true’ to enable Tags which have been defined as parents for selection in the search results.

You can specify a deep hierarchical tree for your tags, however when specifying a parent in the custom parameters the Tag search results will use all Tags that are below the specified parent.

Synonyms

A Tag can now have a list of comma separated synonyms associated with the Tag. When a user is typing in the Tag form area, if any of the synonyms match, the Tag will be available for selection in the Tag search results.

Synonyms on tag record

Synonyms in search results

Download Tagging version 2 now!

The updated installation and user guide is available here.

How to configure Timeline for Microsoft CRM with Custom Entities

One of the most sought after additions to the Timeline was support of custom entities. This new feature opens up amazing potential to expand the Timeline and customise it to suit many different scenarios. In this post we’ll discuss how to take advantage of this functionality by adding a custom entity to the Timeline.

If you would like us to configure the Timeline for your custom entities/needs we’d be pleased to help – please email us on sales@xrmconsultancy.com.

Timeline Configuration

Firstly, let’s take a look at the existing configuration to give us an idea of how the timeline works. Open up the Timeline solution and from the configuration page click on the link to open the Timeline Configuration.

Screen Shot 1

You can see here how all the existing entities currently supported by the Timeline have a configuration record associated with them. Open up the appointment record to see what it contains. You’ll notice some HTML, some Fetch XML and some other settings in here.

Screen Shot 2

An important piece of the configuration is the Timeline Entity links at the bottom. These records drive how the relevant entity links to the parent entity you place the timeline on.

Adding a custom entity

Ok, let’s put this into practice and configure a custom entity to appear on the timeline. Currently my timeline looks like the following.

Screen Shot 2014-01-22 at 23.31.50

To demonstrate how the custom entity works I will configure another entity to appear on the timeline. For the purposes of this example I have installed our SMS solution and the custom entity I will add is the SMS entity (xrmc_sms). Firstly open up the Timeline Configuration record via the solution file. Hit the plus button on top of the Timeline Entities grid to add our custom entity.

A quick summary of the more important fields we’ll use are:

Entity Logical Name: xrmc_sms. This is the underlying schema name of the entity.
Headline Field: subject. The main headline that will appear on the timeline.
Date Field: actualend. The date field that drives where it appears on the timeline. If your entity is a custom activity then putting ‘actualend’ in as the date will tell the timeline to use actual or scheduled start and end dates.
Small Icon: /WebResources/xrmc_SMSIcon16x16. The small icon that is associated with this entity
HTML: The HTML that will render the custom entity record and data within the timeline. We will discuss further below
Query: The Query that is run to pull back an individual activity record. We will discuss further below

For more details on these fields you can consult the Timeline Install Guide.

How the HTML works

The HTML we are going to use is as follows:


<div class="summaryinfo">
<div class="openentity">
<a id="recordURL" href='#' title="Open full record"></a>
</div>
<p id="to" class="xRMC-Attribute xRMC-PartyList">
<span>To:</span>
</p>
<p id="from" class="xRMC-Attribute xRMC-PartyList">
<span>From:</span>
</p>
<p id="regardingobjectid" class="xRMC-Attribute xRMC-Reference">
<span>Regarding:</span>
</p>
</div>
<p>
<span>Message:</span>
</p>
<div class="innerwrapper">
<p id="description" class="xRMC-Attribute">
</p>
</div>

Let’s take a closer look at this HTML. The main thing to point out within the first 2 divs is the openentity class and the recordURL anchor. These are used to create a link back to the record for the current entity so ensure to include them in your custom HTML:

<div class="summaryinfo">
<div class="openentity">
<a id="recordURL" href='#' title="Open full record"></a>
</div>
... other fields and attributes
</div>

The next set of tags you’ll see all have the xRMC-Attribute class. This tells it that the id of this tag is an attribute on the entity. So when you put in “to” it will look at the entity and extract the “to” field.

<div class="summaryinfo">
<div class="openentity">
<a id="recordURL" href='#' title="Open full record"></a>
</div>
<p id="to" class="xRMC-Attribute xRMC-PartyList">
<span>To:</span>
</p>
<p id="from" class="xRMC-Attribute xRMC-PartyList">
<span>From:</span>
</p>
<p id="regardingobjectid" class="xRMC-Attribute xRMC-Reference">
<span>Regarding:</span>
</p>
</div>

Also, as you will probably know, in CRM the “to” fields are a special type called Party Lists, and regarding are references to other entities. So these have special classes to allow the timeline to handle the attributes appropriately. There are many more different types of classes you can use to display different types of fields and all are covered in the Timeline Install Guide as mentioned previously.

Query CRM for the Entity Record

The final piece of the puzzle when configuring an entity is telling the Timeline how to get the record from the database. This is done using Fetch XML. A really quick way to build some Fetch XML is using the Advanced Find to create your query and then using the Download FetchXML button. For now let’s just use the following to pull back the required record:


<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="xrmc_sms">
<attribute name="to" />
<attribute name="regardingobjectid" />
<attribute name="activityid" />
<attribute name="description" />
<attribute name="from" />
<filter type="and">
<condition attribute="activityid" operator="eq" value="{0}" />
</filter>
</entity>
</fetch>

The main thing of note here is the special id parameter here:


<condition attribute="activityid" operator="eq" value="{0}" />

This will be replaced with the relevant SMS id at execution time to load the correct SMS entity record.

Linking this entity to a Timeline

We’re missing one last important link, when I place a Timeline on the Account page how does the Timeline know how to link this SMS entity to the Account entity? That’s where Timeline Entity Links come into play. If we take a look at the bottom of our Timeline Entity form you’ll see a section at the bottom for these Timeline Entity Links. Add a new one to the grid with the following details:

Name: SMS
Logical Entity Name: xrmc_sms

And put the following in as the query. It will locate all of our xrmc_sms records that are regarding a particular account:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="xrmc_sms">
<attribute name="subject" />
<attribute name="statuscode" />
<attribute name="regardingobjectid" />
<attribute name="activityid" />
<attribute name="scheduledstart" />
<attribute name="actualstart" />
<attribute name="actualend" />
<attribute name="activitytypecode" />
<attribute name="statecode" />
<order attribute="actualend" descending="true" />
<order attribute="actualstart" descending="true" />
<filter type="and">
<condition attribute="regardingobjectid" operator="eq" value="{0}" />
</filter>
</entity>
</fetch>

The main thing you’ll notice here is we’ve put in account for our Logical Entity Name. This tells the timeline, when placed on an account record, to use this timeline entity link.

Also, in addition to this, in the query you’ll notice that special field again:

<condition attribute="regardingobjectid" operator="eq" value="{0}" />

This will get replaced with the Account Id when it’s rendered on the account page.

Timeline with Custom Entities!

If you navigate back to an account you’ll now see SMS messages appear in the timeline:

Screen Shot 2014-01-23 at 23.16.53

Download

The updated Timeline is supported on CRM 2013 and CRM 2011 and is available for download now.

A free version of the Timeline is still available with all the features of the previous version, but to unlock custom entities and other great new features purchase a license key today!

Timeline v2 for Microsoft Dynamics CRM released with support for custom entities

Timeline v2 CRM 2013We are very pleased to announce the new version of Timeline for Microsoft Dynamics CRM!

The no. 1 request has been to support custom entities on a Timeline and we are pleased to say that this option is now supported in the new version along with a number of other enhancements.

Timeline enhancements:

Custom entity support*

Display any entity on your Timelines in addition to the ones configured by default. We provide step-by-step instructions on how you can set this up – see the installation guide.

Timeline on a Dashboard*

It is now possible to show a Timeline on a Dashboard. The Timeline results are not bound to a specific record so you can show anything you desire from your CRM data!

Whatever query you can dream up in the Advanced find will work with your Dashboard Timeline. Show things like:

  • Your team’s Opportunities and recently closed orders
  • Cases that are due in the next 2 days – the Timeline will show you immediately if you have a bottleneck
  • Your own custom entity data – you decide!

Show only desired entities when loading the Timeline

Timelines can get busy but if there is vital information you would like to be displayed by default and leave the rest of the noise out, you can now do this. Manually add/remove Timeline by checking the entities you want displayed and click Update.

Select Entities to Display

CRM 2013 look and feel

We have updated the Timeline to fit with the new CRM 2013 look and feel – your users will think the Timeline is a part of Microsoft Dynamics CRM with its seamless integration.

Customize the queries that return timeline results*

If you don’t like the data being returned in the default Timeline set up, that’s no problem. We now let you edit, remove or add new queries to manipulate the data that will be shown to your users.

It is as simple as making your query in the Advance Find, exporting the XML using the button on the Advanced Find ribbon and pasting this into the Timeline Entity Link configuration record.

Timeline Entity Link

Customize the fields, localize labels and look and feel shown on in the Timeline detail pane (full HTML support)*

Not only do we let you edit the queries, we let you edit the Timeline detail pane as well! This means you can display any information from the selected record in the detail pane, control the layout and styling via HTML. We provide some simple to apply CSS classes to ensure that the various field types render appropriately on the screen – e.g. apply the class xRMC-Url make the text field containing a link click-able.

Using the HTML configuration you can change the labels to support a different language.

Timeline Entity

Download

The updated Timeline is supported on CRM 2013 and CRM 2011 and is available for download now.

Timeline is now available as a free and as a paid for version. The free version supports all the functionality of the previous version.  Items marked with a * above are available in the paid version.

You can purchase a license key to unlock the great new functions.

Happy Timelining!