Sales Territory Management is an important part of the sales strategy for any size business. With proper distribution of territories and effective Microsoft Dynamics 365 CRM sales territory management by respective sales teams, organizations can make sure that the sales reps are capable of investing their energy to get most out of it. The operation… Read More »
As we know, POWER BI is very robust application, which helps to analyze Business Data. It can be a powerful visualization tool for Dynamics CRM users for analyzing their Business. Hence, Microsoft has introduced integration of POWER BI with Dynamics CRM from this 2016 release. Here are the steps to integrate POWER BI with Dynamics CRM: There… Read More »
We all know about Microsoft Dynamics CRM Roll-up fields. Utilizing these Roll-up fields, we can previously create Date field in Contact entity and populate latest activity date or first activity date. But there was a limit to it and we could only find the activities which are related to the Contact via regarding field. Now… Read More »
With Microsoft Dynamics CRM, users have ability to change entity icon color as per their requirements. With this user can prioritize or personalize Dynamics CRM entities as per business requirements. For this user needs to follow below steps: Navigate to Settings–>Customizations Navigate to entity you want to adjust the background icon color for. In this… Read More »
Recently we came across a scenario where we were assigning CreatedBy and ModifiedBy field of the record that was created by plugin dynamically based on the data of the record that was getting created by plugin. Let us say, my Contact entity that has field “new_createdby”, ”new_modifiedby” and its records are getting created by plugin.… Read More »
Recently we came across a situation in SSIS where we wanted to lookup for a certain value and based on that we had to divert rows from previous step to next destination and this had to be done all in a single dataflow task with multiple records coming from previous step. Usually we go for… Read More »
Introduction When you are adding a new custom field which is having large display Name (Label of field), then Label of the field is not displayed properly. It is important to fix it, as part of it is hidden or not visible. This blog discusses about a method on how to increase label width in… Read More »
With the help of Maplytics you can plot multiple addresses on map for a single entity of Dynamics CRM. For example, if your account have two addresses, one is used for Bill to and other is used to Ship to and you want to plot your ship to and a bill to addresses separately, then… Read More »
Introduction: Sometimes you get frustrated seeing the below confirmation dialog which pops up when you navigate to the “Documents” section of a particular record of a SharePoint enabled entity for which you want to create a folder in SharePoint. It can be annoying to see the pop-up while SharePoint folder creation. With Dynamics CRM 2016,… Read More »
Introduction How can we remove unwanted component from managed solution, which is installed at client environment? This question can strike you when there is a requirement to delete component, which you think is either no longer usable or should not be part of managed solution. Suppose you provided your managed solution to client and there… Read More »