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Changing The Default Views In CRM 3.0 & CRM 4.0

One of the unusual quirks with Microsoft CRM 3.0 is the hard-coded default Views. For example, while in a Contact form and you click History, the default view is for “Last 30 Days”. This has been one of the most disliked features of CRM 3.0 and we are sad to report the same condition exists in the new CRM 4.0 version. The good news is we’re going to show you how to change these Views.

Let’s start with the CRM 3.0 method . The code we’re going to use was borrowed from Michael over at stunnware. He has a great explanation of how we build the code, but we’ll just get straight to the code and enhance it a little. Our adjustment will modify 3 related entities, Activities, History and Opportunities. For each one we will make the default View “All”.

Assuming it’s the Contact’s View that you want to alter, in the Customization area, open the Contact form. Go into the Form Properties and then the OnLoad event. Copy this text and paste it into the OnLoad window:

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Grouping of Duplicate Detection Rules in Microsoft CRM 4.0

One of the most desired and long awaited features for Microsoft CRM is duplicate record detection. In Microsoft CRM 4.0 (formerly Titan), Microsoft has added duplicate detection capabilities at multiple levels. One of which is Duplicate Detection Rules which can run automatically to safeguard the system from users entering duplicate records. Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule (A rule that specifies criteria for identifying a record as a duplicate.) exists for the record type. Rules interact differently depending on if they are grouped together or separately.

We can take a look at how this works by using an example that I’ve found many clients have desired which is duplicate detection of Leads to existing Contacts. The criteria I use in this example are to check for identical email addresses, first name and last name. In the Duplicate Detection Rules area (located in the Data Management area in Settings) we start a new rule and choose Lead as the Base Record Type and Contact as the Matching Record Type. Then we select the email, first name and last name attributes in both of the records and set the criteria to “exact match”. We have created one rule for all of these criteria which will cause duplicate detection to detect a possible duplicate Contact record when a new Lead is entered if ALL criteria are met. So if a Lead is entered with a different first name but the same email address and last name are correct, duplicate detection will NOT detect the possibility of a duplicate Contact record.

Let’s try two rules that involve both entities. Again the Base Record Type will be Lead and the Matching Record Type will be Contact. In this case we will create two separate rules. One with criteria matching exact email addresses and one rule that matches exact first and last names. When we run both of these rules together, duplicate detection will detect if a newly entered Lead has an email address that matches an existing Contact OR if BOTH the first AND last name of the newly entered Lead matches a Contact.

The way I think of this is similar to groupings in the Advanced Find. When using one rule with multiple criteria it’s like grouping your criteria with an “AND” grouping in the Advanced Find. When using multiple rules on the same entity(s), it’s like using an “OR” grouping in the Advanced Find. One last thing to consider is that there is a maximum of up to 5 rules per entity in Microsoft CRM 4.0

KE
Microsoft CRM Consultant
Unitek Microsoft CRM Services