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 »
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 »
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 »
Well, the news is finally out. The much awaited version that was to be released in fall timeframe this year would be christened “Dynamics CRM 2016” (Read everything about 2016 here) This version as announced, would be an On-Prem as well as Online release. The On-Prem customers would get the much awaited features released as… Read More »
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 »
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 »
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 »
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 »
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 »