Introduction: Rollup Feature is one of the interesting feature and we have already discussed about how we can make use of rollup attributes of CRM to ease our calculations in our previous blog. Retrieving rollup attribute values is not same as we do for the other attributes. Rollup attributes are used to minimize our efforts… Read More »
Punctuality is one of the most crucial business goals especially in sectors like Sales and field services. But can you always manage to be on time? Well, we know the answer, and we don’t blame you! As a salesperson, there can be different target destinations to reach on the same day. It can happen with… Read More »
Introduction: For years we came across various fields similar to lookup fields but with data types such as customer and activity party which did look like lookup fields and also their functionality has been designed on the conceptual architecture of the lookup field. These type of fields were only present out of the box in… Read More »
Introduction Microsoft Dynamics CRM 2016 Update 1 has come up with many new features. Before this 2016 Update 1 came, we needed some customization to add signatures to email. You may refer this blog in order to know how to add signatures to emails in Dynamics CRM. With release of Dynamics CRM 2016 Update 1,… Read More »
Geocoding is a process of converting addresses to a latitude/longitude, which can be then easily plotted on a map. Geocoding can be done for a specific number of records, but when it comes to bulk records of Dynamics CRM, users need more professional mechanism. Maplytics is a native map visualization tool which helps to geocode… Read More »
In Dynamics CRM Online 2016 Update 1, a new feature of Company News Timeline is introduced for Phones and Tablets. You can now view news related to an Account, Lead, Contact, or Opportunity in the CRM app on your mobile device from Bing news by installing Company News Timeline solution. This solution is available globally… Read More »
Introduction Microsoft Dynamics CRM offers this ability of merging cases, which helps in reducing redundancies. This type of merging helps in bringing multiple cases about the same issue to one place. Let us see how users can merge cases from Interactive Service Hub. In Microsoft Dynamics CRM 2016: Interactive Service Hub can be opened using… Read More »
The idea of recognizing and narrowing your target audience within certain area or location for marketing campaigns is an important footstep for boosting the market. Location plays a critical role in such strategies and marketers usually target audience belonging to immediate geographic areas. A striking example is an advertisement of a local retail shop through… Read More »
Introduction: Microsoft Dynamics CRM 2016 introduced a new concept called Web API which can be used across wide variety of devices, programming languages and platforms. With the release of Update 1 for CRM 2016, few enhancements were added in this. In this blog, explained about Enhancements of Web API which is more helpful for the… Read More »
Introduction: Office 365 Groups is one of the interesting and useful feature introduced in Microsoft Dynamics CRM Online. It is a fine collaboration of CRM user and non-CRM user. Users can share emails, documents, files, etc. with their group members even if they do not have CRM access. This blog will discuss about the installation… Read More »