Pictures in CRM Email

One of my biggest issues with CRM emails, versus an Outlook email, is how difficult it can be to tailor up your emails that you want to send out. Getting a good looking email sent out of CRM is about as complex as writing a static web page. And since CRM emails are rendered in HTML, that's actually exactly what it takes to get a good looking email out.

Now, not everyone wants to send out an amazing document all the time, sometimes a picture or logo at the end of the email would suffice. Theoretically this would be simple, only CRM doesn't let you copy and paste images from your local machine into an email.

But there is a solution, it doesn't require too much effort, but it does require whatever image you want to be sent in your email to be public available to anyone. Just like a webpage cannot show an image from your local machine (unless it's hosted there) a CRM email cannot show an image that you copy from your local machine into the body of the email.

Here's how to work around this. You need to use pictures/logos that are publicly available. For instance, if you want to put your company logo in an email, go to your company web page, right click on the company logo and choose to copy the image. Then go to your CRM email and paste it in. The image will appear and when you send it out the image will carry through. The reason it will go through is because the reference you copy and paste points to a URL that all computers can reference and see.

If you can have a public folder that you store you images in and that can be accessed via a URL path from anywhere, then you are all set to put whatever images you want into your CRM emails. All this would take would be to add a folder to where your company website resides (maybe call it "CRMPictures") then you can manually browse to that location and copy and paste whatever pictures you want.

A little cludge of a work around but it works and it could give you a centralized place to place pictures/images to be used for your CRM Marketing needs.

Silverlight Map in CRM 2011

There are many cases in which an organization will need to work with maps as part of their Dynamics CRM experience. For example, you might be part of a courier company that needs to be able to see your customer locations in a map before you can deliver the goods. It is now very easy to create a map which you can then embed inside Dynamics CRM 2011 through Silverlight web resources.

 

Firstly, I’ve created a new Silverlight project inside Visual Studio and have also downloaded the Bing Maps Silverlight Control SDK. The SDK includes the required libraries which you can reference to build your own controls using a Silverlight Bing Map.

Before you can actually start building and testing your mapping application, you will need to obtain an API key for the Bing Maps Silverlight Control. You will need to insert this key into your XAML code for the map to work correctly.

<UserControl x:Class="DisplayMap.MainPage"    xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"    xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"    xmlns:d="http://schemas.microsoft.com/expression/blend/2008"    xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"    xmlns:m="clr-namespace:Microsoft.Maps.MapControl;assembly=Microsoft.Maps.MapControl"    mc:Ignorable="d"    d:DesignHeight="300" d:DesignWidth="400">
    <Grid x:Name="LayoutRoot" Background="White">        <m:Map x:Name="mymap" CredentialsProvider="<your key goes here"></m:Map>    </Grid></UserControl>

The next step is to add the map into CRM. To do this, locate the XAP file as part of the Visual Studio project. This is the file that we want to upload as our Silverlight Web Resource.

 

Open up CRM and navigate to Settings > Customizations> Customize the System. On the left navigation, click on Web Resources and then click on New to create a new Web Resource.

 

Give the new web resource a name and also select Silverlight as the type. Once this is done, save and publish your changes.

I am going to select the Account entity to hold our map control. Expand the Entities node in the customization area, select Account and then open up the main Account form.

I have created a new section on the Account form and have added the Silverlight web resource to it.

 

Now that it’s been added to the Account form, we just need to save and publish our changes once again. Now the map will be available for our users to view.

Creating an HTML Email in Dynamics CRM 2011

Microsoft Dynamics CRM 2011 makes bulk emailing very easy by using Mail Merge with Microsoft Word. This means you can send out newsletters to hundreds of your Dynamics CRM customers all at once, from one location. Because the Mail Merge is done within Microsoft Word, you can create full HTML emails with images and colours to reflect your company, and grab your customers’ attention.

 

For this example we will be creating a reusable Mail Merge Template for an HTML Newsletter, so we can send frequent newsletters to our customers using the same template and theme. This template will be configured to send to Contacts, and we will set the template to pull through the Contacts first name, to personalize the email.

To create a new Mail Merge Template in Dynamics CRM 2011, navigate to Settings, Templates, Mail Merge Templates, and then click New.  Enter a Name, for example ‘Newsletter’, and set the Associated Entity, in this case we will use ‘Contact’. Click ‘Save’ and the record will be created.

 

Next you need to create the word template file. If you have one already you can upload it at the bottom of the form, otherwise click ‘Create Template in Word’ at the top of the form to start from scratch.

Creating a new HTML Word Template

The template can be created in either an HTML editor, or simply within word itself. If you decide to use word to create the HTML template, you can use the default options such as tables, images, colours, and fonts to customize the template to look how you want. It is recommended that you use tables to colour and align your objects within your HTML email templates, as they show up best in email readers.

 

For more complex designs, it is recommended that you use an HTML editor to create your template, such as Expression Web or Dreamweaver. This way you can customize and position objects exactly where you need them, and you can apply custom styles to your HTML.

NOTE: Make sure all CSS is embedded inline, and not called internally or externally. Also make sure to use full URL references for images and hyperlinks.

If you have created your template in an HTML editor, you can copy the whole page content when viewing the template in your internet browser, and paste it into word. You may need to change some things around to make it look right again. (It can help to change the view to web layout - click the View tab and select Web Layout in Word 2010)

Once you are happy with your template, save it as an .xml file, as something meaningful, for example ‘newsletter.xml’. You can save the template in .xml format by click File, Save As, and selecting ‘Word XML Document (*.xml)’ from the Save as type menu in Word 2010.

 

You can now go back to your Mail Merge Template in Dynamics CRM 2011 and upload the .xml file using the ‘Browse’ button at the bottom of the form. Once selected click ‘Attach’.

Note: To make the template Organization Owned (usable by everyone) select ‘Make Available to Organization’ from the Actions menu.

To start using the template, navigate to Contacts, and select the contacts you wish to send the newsletter to (it might pay to run a test on yourself before emailing your customers). From the ‘Add’ tab, select Mail Mergeunder ‘Marketing’. In the Mail Merge window, select to start with an Organization or Personal template depending on which option you set earlier. From the lookup select the ‘Newsletter’ template. Choose whether to run the mail merge on all records, or just the ones selected, and then click OK.

 

When the word document opens, you will need to click the CRM icon to enable the CRM add-in, which can be located under either the Mailings tab or the Add-Ins tab in Word 2010. After clicking this you will be able to see your template.

If the step by step mail merge wizard doesn’t appear automatically on the right side of the document, you can click Start Mail Merge, and select Step by Step Mail Merge Wizard from under the Mailings tab. From this wizard you can click through the steps until step 4 where you can choose to insert More Items, which will allow you to insert fields from the Dynamics CRM 2011 Contact form, such as ‘First Name’ for personalizing the emails.

 

Note: If you want to insert Merge Fields you can resave the .xml file and upload it again to your Mail Merge Template record to save them for next time.

At this point you can update the template to contain the content and images you want added to the email. Once you have done this, and you are ready to send the email, you can click Finish & Merge from the Mailings tab, and then select Send E-mail Messages. You will be prompted to select the ‘To’ field, which is ‘E_mail’, and the subject that will be displayed in the Email messages. Leave the Mail format in HTML, and click ‘OK’ to send the emails to all records.

 

Each email you send from the Mail Merge will be added to your Outlooks queue, and will one by one be sent from Outlook with the email account you have configured. That’s all there is to it, the emails will now be sent to your customers, and each email will be personalized with the appropriate name.

http://www.magnetism.co.nz/blog/paul/11-05-10/Creating_an_HTML_Email_in_Dynamics_CRM_2011.aspx

Source : 

Restrict Sales and Marketing Controls in CRM 2011

Historically in CRM 4.0 if a user wanted to have the Sales and Marketing Controls not displayed for an given user, this could not be as were by design.

Although areas would not be shown when all subareas are not visible by the security role.

It is not possible to remove the entire buttons. However, for Sales, Marketing, Service, etc... the application does contain the logic to not show a button "Area" if there are no sub-areas under it to show.
It is possible to limit visibility to a sub-area based on the security access. This is documented in the SDK and if you search for the "SiteMap XML Reference" and click on privilege, you will see the documentation on this.

More on this on how simple it is to modify the sitemap and hide areas is below:

http://technet.microsoft.com/de-at/library/gg334280(en-us).aspx

If you put both these factors together you could limit the sub-area access for every sub-area based on privileges, then the main area buttons would go away since nothing would be visible for the user.

Do a database backup and also backup the site map first. Review the CRM 2011 "SiteMap XML Reference" before performing these actions.

1. Go to Settings > Customizations > Export Customizations/ Solutions
2. Choose Site Map from the list and click Export Selected Customizations.
3. Make sure to save a copy of the Site Map before making any changes.
4. Open up the site map and search for text that begins <Area ID="MA" ResourceId=Area_Marketing" and ends with </Area> remove the entities (sub-areas) the visible entities like account and contact from this area.
5. Save this as your edited site map.
6. Go to Settings > Customizations > Import Customizations.
7. Browse to your edited site map and import it into CRM.
8. Publish your customizations.

Access CRM with REST

Hi,

Dynamics CRM 2011 supports a rich REST based endpoint allowing Javascript, Silverlight and other resources to access your CRM data.  The latest CRM 2011 SDK contains some (beta) details on the request and response structures needed to perform the CRUD operations.

These CRM 2011 web services also support the OData Protocol and $select, $filter, $orderbyand $top can be applied to a query string request to return ATOM formatted data to your client application.  For example, operations against the Contact recordset cover

$Select

Select specific columns from the ContactSet using

https://.../organizationdata.svc/ContactSet?$select=FullName,Address1_Country

or select the Contact Fullname and the Parent Customer record

https://.../organizationdata.svc/ContactSet?$select=FullName,ParentCustomerId

In the resultset, the Parent Customer ID is resolved to a record id (GUID) and, by default, includes the Primary Field of the related record (as we would expect with CRM)

$orderby

The sort order can be specified with the $orderby clause, for example

https://.../organizationdata.svc/ContactSet?$select=FullName,Address1_Country&$orderby=FullName desc

$top

You can also limit the number of records returned using the $top clause, for example the first 5 records ordered by descending FullName is

https://.../organizationdata.svc/ContactSet?$select=FullName,Address1_Country&$orderby=FullName desc&$top=5

$Filter

Search for all the Contacts in the country of Ireland is possible with

https://.../organizationdata.svc/ContactSet?$filter=Address1_Country%20eq%20'Ireland'

Click Here for more Details on REST with CRM 2011.

Enjoy CRM !!!

Removing Ribbon Elements from CRM 2011

Hi,

  Following is the procedure to remove the Ribbon Elements from CRM 2011.

 Just open account entity form, select “Navigation”, it will highlight navigation area in entity form like below screen

Select navigation link that you want to delete and select remove

Cheers !!!