Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More »
Introduction: Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and survey activity, refer this article. In this blog, we will guide you through the process of opening a Voice of the Customer Survey… Read More »
Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More »
Introduction: We had a business requirement, where we created a custom entity with a grid of Associated Accounts. Here, we wanted to restrict the Account while adding Accounts in the Associated View. We wanted to do this when the Account does not have the status reason ‘Approved’ by showing an error message and sending an… Read More »
With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… Read More »
Introduction There are various scenarios where we need to develop client extensions in Dynamics CRM to achieve our task. HTML web resources can make a huge difference in Dynamics CRM when we want to create custom web pages to extend our business logic. Web pages with custom fonts give us that added advantage needed to… Read More »
Introduction: We have been working a lot with security roles recently. Earlier we had the issue with insufficient permissions and then a few days later we had a request to fix a new security role created by a power user. Defining a Security Role has always been a daunting task. One needs to be very… Read More »
Introduction With the release of Dynamics 365, Microsoft has introduced many new actions using Web API. One of the important action that has been introduced in this release is “QualifyLead” in Web API. Execution of this action using Web API qualifies a lead and creates a contact, account, and opportunity that will be linked to… Read More »
Microsoft has unveiled Dynamics 365 a game-changer bringing together best of CRM and ERP cloud offerings. Dynamics 365 is a complete suite of intelligent business applications including; Sales, Operations, Field Service, Customer Service, Financials, Project Service Automation, and Marketing. You can further complement it with the best of apps from Microsoft AppSource required for your… Read More »
Introduction While working on one of our client requirement, we came across with one interesting scenario about security roles access level setup for Read and Assign privileges, which leads to errors on Dynamics CRM forms. Scenario: The requirement was to allow a user with specific security role in Dynamics CRM say “Salesperson” to assign lead… Read More »