Introduction: Microsoft Dynamics CRM online 2016 update and Dynamics CRM 2016 (on-premises) has introduced a new concept called the Web API. This can be used across a wide variety of programming languages, platforms, and devices. One of the features of Web API is Impersonation. Back in the days of CRM 4, Impersonation through scripting was… Read More »
Introduction: Since the release of Microsoft Dynamics CRM 2013, it had become essential to set business process flow for several professionals in the organization. The main aim was to guide people till the desired outcome through a set of well-defined steps. Irrespective of the entity, the CRM user experience has been streamlined for arriving at… Read More »
Introduction: Data migration needs to carried out carefully when you are adopting a new system. If it doesn’t get the attention it deserves, then it can increase the exposure to several risks. During data migration, you might probably face various errors while transferring data. ‘Principal user is missing prvReadAccount privilege’ being one of the most… Read More »
Introduction: With the release of CRM 2016 many new as well as advanced features have actually helped to enhance productivity. Creation of a Word / Excel template for various entities is one of them which could be easily used. We saw steps to create a word template in our previous post. Here we will see about… Read More »
Introduction: Since the release of Microsoft Dynamics CRM 2013, the new feature of building and deploying a standard business process flow has become important to organizations. The prime objective was to make CRM users capable to visualize more than one process. Regardless of the nature of the record, building of process flows help towards understanding… Read More »
In CRM 2016, Microsoft Introduced a new concept called “Web API” (OData v4) to perform CRUD operations as well as other special messages supported in Dynamics CRM. Stepping towards the new enhancement OData v2 is deprecated from the CRM 2016. Though WEB API too requires the object to be sent in JSON form, it differs… Read More »
The re-imagined Tablet and mobile client for Dynamics CRM had been a great step forward in BYOD philosophy of Microsoft. However these clients were locked for any kind of customizations directly on the client app. With the latest updates in Dynamics CRM 2016, it is now possible to choose the layout/sections that you would like… Read More »
The Web API which is introduced in Microsoft Dynamics CRM 2016 enhances the experience while developing through different programming languages, devices and platforms. It implements the OData, version 4.0, an OASIS standard which is used to build as well as to consume Restful APIs over rich data sources. There are predefined functions introduced in the… Read More »
The Word Template feature is introduced in the MS Dynamics CRM 2016. It is useful to create templates for enabling you to generate documents in a standardised format. 3 ways in which a word template can be created: 1. Navigate to Settings -> Templates -> Document Templates -> New -> Select Word Template and entity. This… Read More »
Interactive service hub dashboards is one of the interesting and useful feature introduced in the Microsoft Dynamics CRM 2016. Interactive service hub is a separate interface in Dynamics CRM 2016. We can use it for online and on premise CRM also. There are two ways to open the interactive service hub. You can either click Experience… Read More »