Introduction: One of the most important needs of an enterprise application is maintaining Audit Log. Dynamics CRM has been supporting auditing for a while now. You need to enable Auditing at the org levelAnd then at the individual entity and attribute level to decide the fields that you want audited.Have you ever thought of maintaining… Read More: Enable Auditing with Office 365 Security & Compliance Center »
Introduction: Personalization have always been the way to go for better user adoption. Microsoft has been working hard to make most areas available for personalization. The latest in this path has been the ability to personalize the CRM Online login page. In case of an On-Premises install that has been configured for IFD, you could… Read More: Customize Dynamics CRM Online Sign-In Page using Custom Branding »
Introduction: While we can configure Server Side Sync in Dynamics CRM for POP3/SMTP email accounts and configuring Gmail through this option is possible, we came across issues with getting this to work. Issue: We were using the Gmail’s Email Id, for Server Side Sync. Whenever we tried enabling the mailbox by clicking Test & Enable… Read More: Server-side Sync – Server response was 5.5.1 Authentication Required –… »
Introduction With Dynamics CRM Tablet client now supporting web resource on tablet client, it is now also possible to open the CRM record through a hyperlink in the web resource. It has been a common requirement that the custom web resources have the need to provide a link to the actual records being displayed. Until… Read More: Deep Linking for Dynamics CRM Tablet Client »
Introduction There could be different scenarios where client may want to view, access, or pass data to external pages from within Dynamics CRM. External pages refer to the pages that are not part of Dynamics CRM. It can be defined as pages that you can access via an internet (with an extension like .aspx, .html,… Read More: Different Areas in Dynamics CRM Where Users Can Access External… »
As we know, POWER BI is very robust application, which helps to analyze Business Data. It can be a powerful visualization tool for Dynamics CRM users for analyzing their Business. Hence, Microsoft has introduced integration of POWER BI with Dynamics CRM from this 2016 release. Here are the steps to integrate POWER BI with Dynamics CRM: There… Read More: Steps to integrate Dynamics CRM Online and Power BI »
We all know about Microsoft Dynamics CRM Roll-up fields. Utilizing these Roll-up fields, we can previously create Date field in Contact entity and populate latest activity date or first activity date. But there was a limit to it and we could only find the activities which are related to the Contact via regarding field. Now… Read More: Roll-Up Field Enhancement for Related Activities in Dynamics CRM 2016 »
With Microsoft Dynamics CRM, users have ability to change entity icon color as per their requirements. With this user can prioritize or personalize Dynamics CRM entities as per business requirements. For this user needs to follow below steps: Navigate to Settings–>Customizations Navigate to entity you want to adjust the background icon color for. In this… Read More: Customize Color of Entity Icon in Dynamics CRM »
Recently we came across a scenario where we were assigning CreatedBy and ModifiedBy field of the record that was created by plugin dynamically based on the data of the record that was getting created by plugin. Let us say, my Contact entity that has field “new_createdby”, ”new_modifiedby” and its records are getting created by plugin.… Read More: Change Createdby/Modifiedby Field at Runtime in Dynamics CRM Plugin »
Recently we came across a situation in SSIS where we wanted to lookup for a certain value and based on that we had to divert rows from previous step to next destination and this had to be done all in a single dataflow task with multiple records coming from previous step. Usually we go for… Read More: SSIS Lookup with Microsoft Dynamics CRM »