Customize the CRM Charts

To achieve some functional, we have to override the existing charts.

Between the <datadescription> and </datadescription> tags, the main elements are:

• <fetchcollection> — This holds the FetchXML query to retrieve data for the chart. This is also where the grouping and ordering is designated. Data filters can be applied here in addition to filters defined in the view.
• <categorycollection> — Each series in the chart will have a <measurecollection>. Each measurecollection maps to a designated <series> (vertical or Y-axis)

Also note that each attribute has an ‘alias’ that is referenced throughout the XML.

The next important part of the XML is between the <chart> and </chart> tags. The main elements are:

• <Series> — If it is a single-series chart, only one <Series> will be defined. Here we can modify the colors, labels, border.
• <AxisY> — Defines the labeling for the Y-Axis.
• <AxisX> — Defines the labeling for the X-Axis.
• <Title> — Here you can modify the labeling for the title of the chart

Please Refer:

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/11/01/modifying-chart-xml-in-crm-2013-the-basics

CRM Product Life Cycle

Products Released	Lifecycle Start Date	Mainstream Support End Date	Extended Support End Date	Service Pack Support End Date	Notes
Microsoft Dynamics CRM 2011	5/18/2011	7/12/2016	7/13/2021
Microsoft Dynamics CRM 2013	1/12/2014	1/8/2019	1/9/2024	7/12/2016
Microsoft Dynamics CRM 2013 Service Pack 1	5/7/2014	Review Note	Review Note		Support ends 24 months after the next service pack releases or at the end of the product's support lifecycle, whichever comes first. For more information, please see the service pack policy here .
Microsoft Dynamics CRM 2015	2/11/2015	1/14/2020	1/14/2025
Microsoft Dynamics CRM 2016	11/30/2015	1/12/2021	1/13/2026
Microsoft Dynamics CRM 3.0	12/1/2005	4/12/2011	4/12/2016
Microsoft Dynamics CRM 4.0	2/29/2008	4/9/2013	4/10/2018		Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. Please visit the Internet Explorer Support Lifecycle Policy FAQ herehttp://support.microsoft.com/gp/Microsoft-Internet-Explorer for list of supported operating systems and browser combinations.

Feature Difference between CRM 2011,2013 and 2015

Features	CRM 2011	CRM 2013	CRM 2015
User Interface	Contextual Ribbon Bar. CRM Functional groups like Sales, Services, Marketing, Workplace etc. are at bottom left of the home screen. Pop up windows are more.	Ribbon Bar is replaced by top Command Bar CRM functional groups are now at the top of the CRM home screen. No pop up windows.	Top Command Bar CRM functional groups are now at the top of the CRM home screen. No pop up windows More space for customer data
Workflows	Asynchronous	Asynchronous/ Synchronous(Real time). The existing workflow execution model that supports asynchronous workflows has been extended to support real-time (synchronous) workflows. Real-time workflows are not queued, as was the case with asynchronous workflows, but execute immediately on-demand or in response to a message being processed by the execution pipeline. Real-time workflows participate in the database transaction and perform similar functionality to plug-ins, yet can be created by a non-developer through the web application workflow designer. Developers can still create real-time workflow through code.	Asynchronous/ Synchronous(Real time)
Duplicate Detection Rule	Available	Removed	Removed
Auto Save	Not Available	Auto Save of Record is Available & this option can also be disabled in settings.	Auto Save of Record is Available & this option can also be disabled in settings.
Quick Create	Not Available	Available. Now any type of record type created being in another record.	Available. Now any type of record type created being in another record.
Portable Business Logic/Rules	Not Available. Only Custom javascipt.	Introduced. Business rules in CRM 2013 now allows for native controls to be applied on forms instead of writing custom JavaScript as it was the case in previous version. These are client side enforced controls based on business conditions and allows for 5 actions: Set specific field value (including formulas & calculation), Set business required state for a CRM attribute, Set visibility of a field to visible or invisible (visible = false), lock and unlock Dynamics CRM fields / attributes, and Show an error message on a form if certain conditions are met.	Enhanced. Complex condition branching added.
Business Process Flow (BPF)	Limited to Lead, Opportunity, Case entities.	For any entity now BPF is enabled. Dynamics CRM 2013 gives users visual guidance to navigate processes that makes workflows more prescriptive and easier to follow.New process bar prompts users to follow next action steps in line with your mapped workflows to progress leads, opportunities, service cases and other tasks.	For any entity now BPF is enabled. Business Processes also have Stage-Gating feature that prevents users progressing any process to the next stage if one or more steps haven’t been completed
Mobility Form	Javascript not supported Custom entity not supported	Javascript supported Custom entity supported	Javascript supported custom entity supported.
Server Sync.	Email router	Server Side Sync. No Email Router	Server SIde Sync
Adv Find	Under, Not-under filter not present.	Under, Not-under filter not present.	Under, Not-under filter criteria is introduced.
Social Enterprise Collaboration	Not available	Introduced. Users can participate in social conversations directly within Microsoft Dynamics, through the Yammer web and desktop applications as well as apps running on Microsoft (Windows Phone), Apple (iOS) and Google (Android) mobile devices.	Enhanced
Prominent Records Headers & Quick View Forms	Not available	Introduced. Surfaces important Customer information and highlights key data (such as phone number, status, record owner) on related forms so users always have their customer data at their fingertips.	Enhanced
Get Started Pane	Introduced	Removed	Removed
Workplace Area Navigation	Available	Removed	Removed
Inline Data Editing	Not Available	Introduced	Available
Global Search	Not available	Introduced	Enhanced
Image DataType	Not Available	Introduced	Available
Actions	Not Available	Introduced. Developers can extend the functionality of the standard Microsoft Dynamics CRM system by creating custom messages, with associated request/response classes, known as actions. Actions are new type of processes to expand the vocabulary available for developers to express business processes. With core verbs like Create, Update, Delete, Retrieve, Associate and Assign provided by the system, an action uses those core verbs to create more expressive verbs like Escalate, Approve, Route, and Schedule. If the definition of the action needs to change due to changing business priorities, someone who is not a developer can edit the action using the application workflow designer. Since these actions are available through web service calls, they can be used from both inside the application using a command action or from external applications.	Available
Integrated Maps	NotAvailable	Introduced. Integrated Bing Maps dynamically show the map for the primary record address.	Available
Skype & Lync Integration	Not Available	Introduced. Skype and Lync integration enabling direct dialling from any phone number field in Dynamics CRM.	Available
Access Team	Role-Based Security (owner) Teams Only	Role-Based Security Teams (owner Teams) and Access Teams. Teams need to collaborate with a unique set of people within their organization for each record such as an Opportunity, order or important customer contact. CRM 2011 role-based security does not give users this level of flexibility. With a record-based access team, CRM users can be added to a specific record and give them access. The access team is a new type of team that doesn’t own records, but, has access to records. Unlike with owner teams, you can create one or more access teams to work on the same records and have team members with different levels of access rights to the record.	Hierarchy Security Model Introduced. New hierarchical visualizations and roll-ups bring real-time territory and forecasting data to your fingertips. Users now have a way to view accounts, products, and users that helps you see how info is related.  CRM 2015 can display how data is related or grouped by accounts, products, or users in hierarchical charts. The user can pick a data set to get more details and navigate to the info you're interested in.
Calculations and formulas via Business Rules	Not Available	Available. Setting a field value in a business rule allows the use of formulas to do calculations for applicable fields such as fields of type “Money”. Addition, subtraction, multiplication & division are the calculation operations available and can be done between fields or values. So for example: set “Total Box Value” field value to “Price per item” field multiplied by “24”. (assuming every box has 24 identical items for instance).	Available. Rollup fields. calculated fields
Web Services & Endpoints	Support for CRM 4.0 2007 Endpoint & Legacy features	CRM 4.0 Service Endpoints & Features removed in CRM 2013	CRM 4.0 Service Endpoints & Features removed in CRM 2015
Inline Editable Grids	Not Available	Introduced.	Available
Product Bundling	Not Available	Not Available	Introduced. Products can be bundled and offered as packages, for discounts and offers
Regional Price List	Not Available	Not Available	Introduced. Products can be bundled and offered as packages, based on regional requirements and assessments
Import/ Export Product	Not Available	Configuration migration tool introduced in Dynamics CRM 2013	Improved. support product migrations in Dynamics CRM 2015
Guided Sales Flow	Limited to Lead, Opportunity, Cases	Improved for all entities.	Improved to have complex business processes. Conditional branching has brought about more specificity to business processes
Offline Draft Capability	Not Available	Not Available	Offline draft capabilities on mobile devices which are synced when the user is back online
Pause & Resume SLA’s	Not Available	Not Available	Pause and Resume SLAs to track time efficiently through system settings
Themes	Not Available	Not Available	Introduced. You can now brand your CRM! Themes offer the option of changing the default colors and adding your logo to the top navigation as pictured below. This is just one more way to customize CRM to match the uniqueness of your organization.
OneNote Integration	Not Available	Not Available	Introduced. Users can now easily capture meeting details using OneNote from within CRM Online. This functionality allows the information to be available to other CRM Online users in the Social Pane. Learn more
Advance Find Older Than Filter	Not Available	Not Available	Introduced.
Export to Excel Redesign	Only allows to save as excel in local computer. Limiting record 10000.	Only allows to save as excel in local computer. Limiting record 10000.	Record Limit increased to 100000 or 32 MB. Import excel opens online facility.

How to Download Report file in CRM

How to Download Report file in CRM

• Goto Reports

• Select any one of the report and click edit button. 

• A new window will open and click action button and click download report

Plugin vs Workflow in CRM

The record cannot be deleted because it is associated with another record

The record cannot be deleted because it is associated with another record

Whenever you delete the record in the CRM the above error occur.

Solution:
Example:
If you delete the account in CRM.

You have to open the record and delete all the data in the subgrid of that record that means an account has "1:N" relationship  items, those items has to be delete first.

To easily find the associated record, try to delete the account in the sql it throws error as reference constraint error in which it says relationship name. In which you can easily find
in which entity an account is associated with it.

Here credit card entity (custom entity) is linked with that account. So delete that credit card first and then delete the account. It will successfully deleted.

Owning businessunit is not visible in CRM adapter in scribe

Owning business unit is not visible in CRM adapter in scribe
If you have any doubt in the post please post comments. I will try to solve your problem.

In the CRM scribe adapter some fields are not enables by default in the scribe.

In our example we are connecting CRM adapter in the scribe and select the account entity. We are going to display the owning business unit in the account entity.

we are connecting CRM adapter in the scribe and select the account entity.

• Owning business unit column is not available in the account 

• Click view->Hidden Data objects and fields

•  Now you can see owning business unit column in grey color.