Microsoft Dynamics CRM - codeless solutions, functional enhancements, tools for developers
InLine Help provides guidance to a CRM user when they are filling out CRM forms by allowing the creation of custom tooltip messages that are displayed on mouseovers of labels or controls. The tooltip messages are created from within a custom CRM entity (Tool Tips) and are viewable by users who are members of a CRM Team(s) that has been associated with a tool tip.
Tool tips can be of a simple text format or be stylized using HTML code that can be applied to the text. Stylized tool tips can even have hyperlinks to external files or sites. Tool Tip creators are CRM users that have been granted rights to create and save tool tip entity records. No programming is required to create tool tips. All tool tip management occurs within the CRM interface.
This product can be used:
Once a user no longer needs a tool tip they can be removed from the CRM Team assigned to that tool tip and it won’t be visible to them any longer. It is even possible to have more than one tool tip message per form attribute – thereby allowing the creation of an instructional message for different groups of people using the form (ie one for Sales and the other for Marketing)
This is a CRM 4.0 product which works when online, offline and in the IFD mode and is deemed to implemented in a manner that would qualify it as a supported ISV solution.
• Supports all customizable entities.
• Supports all attribute types.
• Users are only presented the option to create Inline Help tool tips for attributes that are visible on a form.
• InLine Help tool tips are visible on a Form when the CRM User either moves their mouse over the attribute’s Display name on the Form or clicks in the entry field as defined in the optional onFocus choice.
• The creation window is accessible from the Settings Area by a user with a System Customizer or System Administrator role (Automatic Help tool tip creator).
• The InLine Help tool tip creator can:
a. Set the Height, Width, Position (Left, Right, Above, Below) of a Tool Tip message along with the CSS Style
b. Timer – the tool tip can be set to automatically fade out after x milliseconds.
c. Preview the Tool Tip from the tool tip creation window to see how the Tool Tip will look on the form.
d. Add/edit/delete Tool Tips.
• Tool Tip visibility is enabled for selected Teams. The Tool Tip Team(s) Members are defined via the standard Team functionality in CRM 4.0. Multiple tool tips can be created for a single attribute and then they can be associated with a their respective Teams - ie Sales Team, Marketing Team, New Users, etc..
• Tool Tip messages can contain any keyboard character and supports carriage return line feeds. The editor functions like Notepad. Stylized tool tips can have embedded HTML code and even include a hyperlink.
• InLine Help is a developed as supported Microsoft CRM 4.x add-in. Its ability to work with future major releases is subject to testing and validation by CRM Innovation. No warranties for future releases of CRM are represented.
• InLine Help tool tips are stored as records in the tool tip custom entity and the tool tip creator can view and print reports of tool tips as they would any entity records.
• Language Versions – The InLine Help wizard is only available in English, although the tool tip messages can be in any language.
• Screen Shot - Standard Tooltip
• Screen Shot - Stylized Tooltip
• Manual - InLine Help Installation Manual
• Manual - InLine Help User Manual
• Video - InLine Help Installation - Server
• Video - How to Create a Tool Tip
• Video - Creating Documentation Directly from InLine Help (coming)
1. If it supports all customizable entities does that include custom entities created by the user? Yes.
2. Can images be displayed in a Tool Tip message? No.
3. Does Tool Tips work with the Workgroup, Professional and Enterprise versions? Yes, but a license is required for each organization in the Enterprise version.
4. Do Tool Tips work in the Partner Hosted, On-Premise and Online Versions of CRM 4.0? Only in the Partner Hosted and On-Premise implementation, the Online Version of CRM 4.0 is not supported.
5. If I uninstall Tool Tips will there be any ‘left over’ code or files? No, if you remove Tools Tips using add/remove it will remove all Tool Tip code from the CRM customizations.xml file and from the CRM Server. The tool tip add-in comes with its’ own self installer and remover and functions within the Add/Remove Control Panel.
6. What if I apply update roll ups or hot fixes to the CRM application? This add-in should not be impacted by or impact .X version changes.
7. Do Tool Tips slow down the loading, processing, or saving of Forms? No.
8. Do I need any programming skills to install this product? No, but you must me an administrator on the CRM Server and a System Administrator in CRM.
9. What rights do I need to have to create Tool Tips? You need to be either a System Customizer with organization wide read/write privileges on all entities that you expect to create Tool Tips or be a CRM System Administrator.
10. Do Tool Tips work in the Web and Outlook version of CRM? Yes
11. Do Tool Tips work when the Outlook Client is offline or in the IFD mode? Yes
12. Can you control which users see tool tips? Yes. The tool tips are only displayed for members of Teams that are associated with a specific tool tip. The CRM administrator can add or remove users from these team as required using the standard CRM feature for Teams.
13. Do Tool Tips work in Quick Create Forms? Yes
14. Can you have a different tool tip for an attribute in a quick create form vs. a standard form? No
15. Can the Tool be used to apply Tips to other ‘items’ within the CRM system such as the Grid View or navigation buttons? No
16. Can Tool Tips be used with all attribute types? Yes
17. Is there a version of Tool Tips that works with CRM 3.0 No
