Introduction In order to utilize the rich document management features of SharePoint and use it as the file storage platform, Dynamics 365 CRM has provided native integration to SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this… Read More »
Introduction Most CRM Implementations involve data migration from legacy system. This article is a tip for smooth migration of Product data to Dynamics CRM. Product Record mandatory fields As you know that the when we create the product in CRM, we select the Unit Group and the Default Unit on Product. Unit group is a… Read More »
To perform CRUD operations with CRM data at client side we use ODATA and SOAP services of Microsoft Dynamics CRM. We use XMLHttpRequest to send request to these services to get the response. Microsoft Dynamics CRM provides below WCF services that we used to manipulate CRM data, Organization Data Service – Protocol: OData (REST) http://<server>/XRMServices/2011/OrganizationData.svc/… Read More »
In our last post we discussed about Dynamics CRM E-Training/Learning. While these are definitely very helpful but its time now to get hands on experience in Dynamics CRM. Microsoft has provided some real good options for so you can walk through key scenarios for each role and familiarize yourself with user interface, and experience how… Read More »
Introduction: SSIS provides us a seamless way for data integration. Data can be easily extracted, transformed and merged from source to different destination. In one of our recent post we explained about Exporting Data from Dynamics CRM using SSIS. Let us see one such scenario in SSIS where we need to get data from one… Read More »
We use Maps day in and day out for our Personal use so why not for business?. These are some of the questions we discuss when we start developing any solution for Dynamics CRM. We have you “User” in our mind as to what is needed for you to convert your business into a big… Read More »
Maplytics allows you to integrate all entities including custom entities so you can explore more on customer statistics, know them better, serve them better and have more happy customers and obviously grow your Business. Plot any entity, find your best route using multiple waypoints, color code your pushpins, all this and much more from within… Read More »
In our last post we discussed about top 5 Developer Delights of Dynamics CRM 2015. Other than the improved user interface and navigation let’s now look from an user perspective what they have been admiring most in this release. We still feel 5 is too less but have compiled the top as per feedback received… Read More »
Now ADFS is in built feature of windows server 2012. You do not need to install by using exe. You just need to add ADFS from add/remove feature. When we try to configure the IFD with ADFS 3.0 in windows server and CRM 2015, all goes smoothly without any issue but when we tried to… Read More »
It’s not about accountability but adaptability. Your Microsoft Dynamics CRM application is successfully implemented and set up for your business needs with the best user adoption methods. What’s next? How do you know if your users are really getting the most from Dynamics CRM? User Adoption Tracker is a key to your successful Dynamics CRM… Read More »