Introduction: I am sure by now almost anyone developing on Dynamics CRM would have had experience working with FetchXML queries, the Dynamics CRM proprietary format to query data using Dynamics CRM SDK API. We recently came across a scenario where we needed to use an alias for an attribute. Similar to the SQL query Select… Read More: Use of Alias in FetchXML »
Data Security is the prime aspect across the world. As we are storing all our data into the CRM, we need to keep our sensitive data in Encrypted format for the security reasons. Microsoft Dynamics CRM 2013 uses standard Microsoft SQL Server cell level encryption for a set of default entity attributes that contain sensitive… Read More: Data Encryption in CRM 2013 »
When we configure Claims-Based Authentication in Microsoft Dynamics CRM 2011 Deployment Manager, we may receive the following error. “The encryption certificate………does not exist in the local computer certificate store” You can use the following solution in order to resolve the above error. Add a certificate in “Certificate (Local Computer) -> Personal -> Certificates” along with… Read More: Troubleshooting Certificate Error while configuring Claims-Based Authentication »
Installing and configuring Customer Care Accelerator (CCA) can be a challenging task. This blog will serve as a guidance and simplify the said process. The main focus of Customer Care Accelerator (CCA) for Microsoft Dynamics CRM is on delivering contact center enabling functionality, like the ability to create a unified desktop by combining data elements… Read More: How to Set up CCA for CRM 2013 »
Businesses maintaining inventory need to make sure their Sales Team has an accurate view of their stock in hand so that they can take up orders and commit deliveries accordingly. Getting the right inventory balances in MS Dynamics CRM can be challenging. An inaccurate inventory may lead to a lot of irregularities across your business… Read More: Now your Sales Rep can access Inventory balance details in… »
Advanced Find, an awesome tool in the hands of users to query Dynamics 365 data using custom filters. This will help you look up all leads in a particular country or city. Great! Sometimes though you may need to lookup a list of records by distance or proximity. You may want to run a marketing… Read More: Proximity Search within Dynamics 365 feature in Maplytics »
In Dynamics CRM prior to CRM 2013 email integration provided the following options Email Router Microsoft Outlook Client. Using Microsoft Outlook Client allowed users to send emails from Dynamics CRM using their Microsoft Outlook client. If the Outlook client was closed, it would wait until Outlook client is re-opened for the mail to be processed.… Read More: Server-Side Synchronization for Dynamics CRM with POP3 Enabled Mail Server »
Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More: Tax Calculation for transactions in Dynamics CRM using tax information… »
Picture speaks more than a thousand words and what better than a graphic representation of Dynamics CRM data on Bing Map for geographical analysis. Dynamics CRM introduced Bing Maps component with Dynamics CRM 2013 but right now this is only restricted to displaying a single address on a map. Maplytics a geo-analytics solution targeted at… Read More: Heat Map representation of Dynamics CRM data in CRM Dashboards »
Do you use Dynamics CRM for your CRM needs and use Intuit QuickBooks to handle your accounts? Should this be the case, you are aware of the difficulties in maintaining two systems especially since both systems manage the same Customer data. Without a bridge or integration link, you may end up with different set of… Read More: Avoid double entry effort in maintaining an Accounting and CRM… »