Introduction: This is another “big” enhancement that I am sure a lot of us had been waiting for. This has now been enabled for Account and Contact Entities. Ever since Dynamics CRM has been around, you would have seen the activities view on CRM has a drop-down for filtering the view with the following options.… Read More »
Successful implementation of any application in any organization highly depends on user adoption of that application. Our clients and partners loved User Adoption Monitor and how it enabled them to improve user adoption of Dynamics 365/CRM significantly. We have been working for quite some time now to take the User Adoption Monitor to the next… Read More »
Introduction: Dynamics 365 introduced a new control for native mobile capabilities like reading barcode value using Barcode Scanner Control in Dynamics 365 for Phones and Tablets. We had a business requirement where we needed to read the barcode of a product and set the barcode value in the field when the user updates the cases… Read More »
Introduction In our earlier blog, we explained about how we can use newly introduced Pen control in Dynamics 365. This is an impressive feature, which helps to capture the signature on mobile and tablet devices. While working with Pen control, we came up with couple of questions, Display the drawing/signature on the report For example,… Read More »
With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… Read More »
Hello, 2017! We are not stopping and what’s more special than to start New Year with great news! This New Year brings a New Maplytics Release! Last year we came up with two major releases, Maplytics May Release and Maplytics August Release and with these successful releases, many of our users were curious what would… Read More »
Introduction: In the Field Service, we can provide preventive maintenance to the client, based on the recursive work order. To create recursive work order automatically based on certain date interval, we need to configure the Booking Recurrence pattern. To configure, we set the date interval and based on this date interval the Booking Date record… Read More »
Introduction: Dynamics 365 was introduced with lots of useful new features and improvements over the previous versions. Editable grid is one of the most requested feature by Dynamics CRM users. Editable grid provides the ability to register events, so you can execute your business logic. Let us explore this feature in detail: You can register… Read More »
Introduction In SSIS, if you want to migrate the data from Oracle to Microsoft Dynamics CRM we need to connect to the OLA DB source to execute the Oracle queries. This blog will discuss how to connect to the Oracle server. Prerequisite: Install the software mentioned below on the client machine: 1) Oracle 11g Database… Read More »
Microsoft Dynamics CRM/365 users often work with reports for analysis purpose. A standard operation implemented regarding reports is exporting them to send them to customers or attach it to the record for future reference. This can be a time-consuming manual process, and hence users look for ways to expedite this process. For instance, a CRM… Read More »