Introduction Before we explain you how to integrate OneDrive with Microsoft Dynamics CRM 2016 Online, let’s see what OneDrive is all about. OneDrive can be the most preferred option to store private documents. While you can use Office 365 Groups for collaborative storage, SharePoint can be used for public documents. For instance, when there is… Read More »
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: 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 »
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 »
The first thing we generally do whenever a new Dynamics CRM version is released, is to check its features, trial and training materials available. Similarly for us a Business Consultant (Developer by heart!) we start with upgrading our Dynamics CRM Solutions but our first focus always remains to get our clients on this new release,… Read More »
Introduction In our earlier blog we looked into the enhancements made to the way solutions can be created in Microsoft Dynamics CRM 2016. Now moving forward we will look at a common scenario of sending out Patches for your solution. Often it happens that you may need to update a few components of your managed solution… Read More »
Introduction The only supported way of transferring customizations from one CRM organization to another has been through Solutions. The concept of Solution when first released in CRM 2011 was a breakthrough considering before then there was no concept of IP protection. With Solution Management came the concept of Managed and Unmanaged Solutions. Managed a way… Read More »