Product Bundles VS Product Kits in CRM 2015

If you’ve used Product Kits in the past, you’ll be familiar with Product Bundles. Bundles are an enhanced version of Product Kits (e.g., you cannot view Kit Items when selling a Kit, but you can with a Bundle – see the Opportunity screenshot below). Product Kits will not be going away with CRM 2015, but instead Bundles will be an additional option users can use along with Kits.

Product bundles provide a superior way to group common products together to be sold with more attractive package pricing (using price lists). Bundles are similar to kits (which still exist and have not changed) but are greatly enhanced. For example, unlike kits, bundled products are visible to the salesperson on the opportunity, quote, order or invoices as they are entering line items. Additionally, the quantities and properties of the bundled products can be edited on the line items.

The following table highlights the key differences between Kits and Bundles.

Kits Bundles
All the products in a kit are mandatory. Some products in a bundle can be optional.
Kits support nesting; you can add a kit to another kit. You can’t add a bundle to another bundle. You can only add products to a bundle.
While adding a kit to an opportunity, quote, order, or invoice, you can only see the kit level details; you can’t see individual products in the kit. While adding a bundle to opportunity, quote, order, or invoice, you can see the bundle level details as well as individual products in the bundle.
Advertisements

Business Rules in CRM 2015 – What should one know?

I came across a new thing about Business Rules in CRM 2015 which I was not aware of. While working on JavaScript to hide a section OnChange of a field, I ran into an issue where the section was not getting hidden on change of field value. After few minutes of debug and then bit research, found that JavaScript runs before business rules. In my case, below was the scenario which caused the trouble:

I had two sections, A and B. One field “Record Type” from section “A” had Business Rule on it which hides a field “Field 1” which is in Section B. Then I had a JavaScript which triggers OnChange of “Record Type” field and hides “Section B”. As JavaScript triggers before Business Rule, JavaScript use to hide “Section B” after which Business Rule used to show the complete “Section B” again and hide only “Field 1” mentioned in business rule.

Below are few more things one should know about Business Rules in CRM 2015:

•    The rules need to be activated before they take effect (similar to workflows).

•    You can specify whether the rule applies to all forms or specific forms.

•    The rules fire in the new mobile client for iPad and Windows 8.

•    The rules are client-side rules, they do not fire during API calls, data import, etc. Microsoft’s vision is to add that support in a future release.

•    The rules do not support show/hide of Tabs and Sections. You either need to mention each field individually in your Business Rule or use JavaScript.

•    If your rule hides a field then CRM moves fields up to close the gap.

•    You need to consider the inverse of your rule i.e. in my example I tell CRM what to do when the Est. Revenue field contains data. I don’t tell it what to do when the Est. Revenue does not contain data. I need to write a second Business Rule for that.

•    JavaScript runs before Business Rules.

•    String comparisons are case sensitive.

When does CRM 2015 open a new window or tab?

With the new frame structure of CRM 2013 and 2015 many of the forms for entities open in the same window and same form. But you must have noticed that there still are few entities that open up in new window/tab keeping the parent window open. Now there was this interesting question, “When does CRM 2015 open a new window or tab?”

On few hands on, I came up with below list of scenarios in which CRM 2015 opens a record in new window.

  1. Any non-customizable system entities or Configurations like subject, articles, etc.
  2. Customizations: Solutions, Views, Forms, Security roles.
  3. Goal Module
  4. Advanced find and other pop ups.
  5. When user clicks on Pop Out button for a record.
  6. When you try to add a new related record from an existing record which do not support in-line editing and don’t have quick create form.

 

Have you noticed any more entities of the kind? Please comment below and I will add it to the list.

CRM Forms loading too slow?

MSDYNAMICSBLOG BY DEEPESH

Often I hear people complaining on performance issues during load of new versions of CRM: 2013 and 2015.

Here is a list I compiled over a time period of what should you be trying to look to increase performance apart from using Recommended hardware suggested by Microsoft.

Common configuration settings for Internet Explorer

Microsoft Dynamics CRM is a web-based application and uses Internet Explorer as the user interface to view, add, or edit information that you’ve stored in the CRM database. Make the following common Internet Explorer configuration settings to optimize your CRM experience.

Increase concurrent download sessions

By default, Internet Explorer 7 and earlier versions limit the number of files that you can download at a time to two. Internet Explorer 8 limits the number of files that you can download at a time to six.

The Microsoft Dynamics CRM application synchronously requests data to and from the CRM…

View original post 423 more words

Creating a Gift Management System for Santa to Demonstrate New Features of CRM 2015

Recently I went through a blog which explained a good holiday season demonstration. This is so fun, and a great demonstration of the new features of CRM 2015. How many are up for this demonstration? J

http://www.mibar.net/blog/2014-12-11/These-Are-A-Few-Of-My-Favorite-Things%E2%80%A6About-Microsoft-CRM-2015-New-Features.aspx

Merry Christmas!!!

Enable Web resource and Iframe support for Tablet in CRM 2015

Chitrarasan's Blog

MS CRM 2015 looks like going to support  web resources and Iframe in  tablet. Here is the settings where you can configure this.

Go to Settings->Administration->System Settings-> Customization Tab check the “Enable Web resources and Iframes for tablet”

It does says its preview feature only so if you come across any issue, Microsoft may not support.

2014-12-01_1136

View original post

Found more than one RibbonDiff entity

Rajeev Pentyala - Dynamics 365 Blog

Other day when I was trying to edit my ‘Account’ entity ribbon using ‘Ribbon Work Bench’ tool, I was getting ‘Found more than one RibbonDiff entity’error at the time of publishing customization’s.

Refer the KB Article

Reason

  • One of the reason could be, In <RibbonDiffXml>  there might be more than one  element with same ‘Id’.
  • In my case, I had two <HideCustomAction> node with same ‘HideActionId’

Fix

To fix the issue I followed below steps

  • Create a solution with the affected entity and export
  • Extract the folder, open the “customizations.xml”
  • Go to <RibbonDiffXml> and check if any of the XML elements with same Id’s
  • Delete or Rename the duplicate XML elements
  • Save, Re-import and Publish the solution

Note –

If by following the above steps in ‘Fix’ does not solve the problem, try these steps

  • Take a backup of “customizations.xml” file
  • Now open the original ‘customizations.xml’ and clear…

View original post 80 more words

Script Search Utility for Dynamics CRM 2011/2013

MSDYNAMICSBLOG BY DEEPESH

Script Search Utility for Dynamics CRM 2011/2013 addresses some of the following pain points while configuring, documenting and trying to resolve issues related to scripts in Dynamics CRM 2011 and Dynamics CRM 2013. Key features of this application are:

• For documentation purpose, Ability to search script files for specific text in script like unsupported scripts during CRM upgrade
• For documentation purpose, Ability to search scripts for attribute names in CRM scripts.

This tool also lets you copy search result to clipboard.

Download link: Click here

How to use :

Download the doc file, rename it to zip file, extract it and you are done.

For any issues/ bugs, you can connect me directly at –deepeshsomani@hotmail.com

clip_image002

This tool uses the Connection Control for Microsoft Dynamics CRM 2011 which is available at https://connectioncontrol.codeplex.com. I recommend using this tool for anyone who needs to connect to CRM instances be it…

View original post 14 more words

Languages in Microsoft Dynamics Marketing

There are currently ten languages available for Microsoft Dynamics Marketing.

lang

They are:

  1. English
  2. Danish
  3. Dutch
  4. Finnish
  5. French
  6. German
  7. Italian
  8. Portuguese
  9. Spanish
  10. Swedish

One can also import various languages in Microsoft Dynamics Marketing. To import a language, you can click the import button, and then browse to the import file and finally click import. The language will start to come in.

One can also take the languages and export by clicking export. You can also reset any customization you made in any language by clicking the reset customization box.

JavaScript methods do not trigger on update of business required fields to blank : CRM 2013 UR 3

Recently I came across a peculiar issue while running a java script on change of a mandatory (Business Required) field. JavaScript used to fire on update of perticular value but not if i change the value for the field to blank. Even debugger was not hit even though everything was correct.

On research came to know that this is a known issue and will be fixed by Update Rollup 3 for Microsoft Dynamics CRM 2013.

Below are more details on same:

http://support.microsoft.com/kb/2930480

issue