Tag Archives: CRM 2013

Thank You for Visiting Our Booth

Microsoft Convergence 2015 was a huge success once again for Inogic. Thank You, from Inogic Team for visiting our booth (No. 1751) and talking to us about our solutions and services. And a special word of Thanks for the Microsoft Team for the amazing arrangements and a great partnership. Now that you’ve gotten to know us, it’s time… Read More »

Alternative to showModalDialog

Recent update to Chrome is such a hurtful update for CRM developers. It broke many of the CRM functionalities. It deprecated our favorite showModalDialog method. Due to the deprecation of showModalDialog method, we faced many issues. Out of those, we are going to talk about the CRM Lookup Dialog, that we used to get using… Read More »

Adding Timer Control to Lead Entity in Dynamics CRM 2013 Spring release

Introduction: A new concept of timer control has been introduced in CRM 2013 SP1 which can be used against date fields on customizable OOB entities or custom entities. This timer control has been designed to help users notice the nearing SLA or resolution times. For example, if your organization has certain process to be followed… Read More »

Custom State Model Transitions in Spring Release for Dynamics CRM 2013

There is a completely new and useful feature of Status Reason Transitions introduced in the Spring Release for Dynamics CRM 2013 Leo. This blog would walk you through the brief explanation of Custom State Model Transitions and how to implement them in CRM using real life example. This feature is only applicable to Case (Incident)… Read More »

Routing Rules to Automate Case Routing in Dynamics CRM 2013

In the earlier versions of Dynamics CRM we had the option of setting routing through the entity settings shown below: The entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go. Now with… Read More »

Unable to edit an Appointment on the tablet client in Dynamics CRM 2013

We came across an issue with the Tablet Client where for an Appointment Entity, we were unable to see the “Activate” button for the scheduled appointment records. By default the appointment form appeared disabled on the Tablet Client and we could not edit the details until we Activated the record. However, on this form the… Read More »

All you want to know about Auto Save

Traditionally, CRM forms had a Save button, changes made to the form required explicitly clicking on the Save button to save changes made. With Orion came in Auto-Save. The magic process that keeps monitoring the form for any changes made and automatically save them every 30 seconds. Thought of listing all important points one must… Read More »

Server-Side Synchronization for Dynamics CRM with POP3 Enabled Mail Server

In Dynamics CRM prior to CRM 2013 email integration provided the following options Email Router Microsoft Outlook Client. Using Microsoft Outlook Client allowed users to send emails from Dynamics CRM using their Microsoft Outlook client. If the Outlook client was closed, it would wait until Outlook client is re-opened for the mail to be processed.… Read More »

Tax Calculation for transactions in Dynamics CRM using tax information stored in QuickBooks

Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More »

Avoid double entry effort in maintaining an Accounting and CRM System simultaneously

Do you use Dynamics CRM for your CRM needs and use Intuit QuickBooks to handle your accounts? Should this be the case, you are aware of the difficulties in maintaining two systems especially since both systems manage the same Customer data. Without a bridge or integration link, you may end up with different set of… Read More »