Category Archives: Dynamics CRM 2016

The Future of Dynamics CRM Development: Elevating Business Intelligence

The landscape of enterprise resource planning and customer relationship management has undergone a seismic shift. What began as a tool for record-keeping has evolved into a sophisticated ecosystem powered by Artificial Intelligence and cloud-native architecture. If you are looking to master Dynamics CRM development, the path has never been more exciting or more integrated. Today,… Read More: The Future of Dynamics CRM Development: Elevating Business Intelligence »

Sales Literature in Dynamics CRM

Sales literature stores all the sales information which is used for sales team like brochures, promotional materials and other sales literature materials. Creating Sales Literature- So now we will see how to create and use sales literature in sales process. To create sales literature in Dynamics CRM Go to – Sales → Sales Literature àNew Enter… Read More: Sales Literature in Dynamics CRM »

New Forms Authentication in ADFS 3.0 and IFD for Dynamics CRM

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: New Forms Authentication in ADFS 3.0 and IFD for Dynamics… »

Passing special characters For Odata request using JavaScript in Dynamics CRM 2015

To retrieve records from Dynamics CRM using JavaScript one of the popular options is using CRM Odata services using REST endpoint. There are many situations occurs when we need to retrieve records from CRM by name using REST retrieve multiple request. For example in below script we are retrieving products by product name. While passing… Read More: Passing special characters For Odata request using JavaScript in Dynamics… »

Exporting Data from Dynamics CRM using SSIS

Introduction: We have often had sync requests projects where we need to write data from CRM to flat files. Our option until now had been to either Develop a Windows service, that polls at regular intervals to writes the file Develop a Windows app and using the windows task scheduler to schedule to run at… Read More: Exporting Data from Dynamics CRM using SSIS »

Price List selection logic available starting Dynamics CRM 2015 Update 1

Introduction Traditionally Price List in any of the transactions like Opportunities, Quote, Orders or Invoices was set by reading it from Customer. If there was no price list set for the customer, it would be left blank and the user would be required to set it manually. Price List is critical and needs to be… Read More: Price List selection logic available starting Dynamics CRM 2015 Update… »

Set Address using Lookup Address for locked Address fields in Dynamics CRM

Recently, we had a request, the request is like this, Bill-To address and Ship-To address on the Quote would be locked fields. This means, one way of setting the Bill-To and Ship-To is by using Lookup Address button. So, initially we thought it would be a Cakewalk. We wrote a script and called it on… Read More: Set Address using Lookup Address for locked Address fields in… »

Dynamics CRM 2015 – Top 5 Developers Delights

Microsoft Dynamics CRM 2015 Update 1 has come up with lots of new and exciting features. No doubt these features have been applauded by end users. From a developer point of view too this release has been a great blockbuster. Let’s see a quick recap of top 5 developer delights of Dynamics CRM 2015 Update… Read More: Dynamics CRM 2015 – Top 5 Developers Delights »