Introduction: In earlier versions of CRM, the SLA feature was only applied to the Case Entity. Now, with Dynamics CRM 2016 Update 1 release, you can enable Enhanced SLA for other entities as well. Below are the entities for which you can enable SLA in CRM: Contact, Account, Lead, Opportunity, Quote, Order, Invoice. Custom Entities… Read More: Enhanced SLA Extended For Other Entities in Dynamics CRM 2016… »
Introduction: Rollup Feature is one of the interesting feature and we have already discussed about how we can make use of rollup attributes of CRM to ease our calculations in our previous blog. Retrieving rollup attribute values is not same as we do for the other attributes. Rollup attributes are used to minimize our efforts… Read More: Retrieve Updated Dynamics CRM Rollup Attribute Value in Plug-in/Workflow »
Introduction: For years we came across various fields similar to lookup fields but with data types such as customer and activity party which did look like lookup fields and also their functionality has been designed on the conceptual architecture of the lookup field. These type of fields were only present out of the box in… Read More: Introduction of Customer type field in Dynamics CRM 2016 Update… »
Introduction Microsoft Dynamics CRM 2016 Update 1 has come up with many new features. Before this 2016 Update 1 came, we needed some customization to add signatures to email. You may refer this blog in order to know how to add signatures to emails in Dynamics CRM. With release of Dynamics CRM 2016 Update 1,… Read More: Insert Signature in Dynamics CRM 2016 Update 1 Email –… »
In Dynamics CRM Online 2016 Update 1, a new feature of Company News Timeline is introduced for Phones and Tablets. You can now view news related to an Account, Lead, Contact, or Opportunity in the CRM app on your mobile device from Bing news by installing Company News Timeline solution. This solution is available globally… Read More: Company News Timeline for Phones and Tablets in Dynamics CRM… »
Introduction Microsoft Dynamics CRM offers this ability of merging cases, which helps in reducing redundancies. This type of merging helps in bringing multiple cases about the same issue to one place. Let us see how users can merge cases from Interactive Service Hub. In Microsoft Dynamics CRM 2016: Interactive Service Hub can be opened using… Read More: How to Merge Cases from Interactive Service Hub in Dynamics… »
Introduction: Microsoft Dynamics CRM 2016 introduced a new concept called Web API which can be used across wide variety of devices, programming languages and platforms. With the release of Update 1 for CRM 2016, few enhancements were added in this. In this blog, explained about Enhancements of Web API which is more helpful for the… Read More: Web API Enhancements in Dynamics CRM Update 1 »
Introduction: Office 365 Groups is one of the interesting and useful feature introduced in Microsoft Dynamics CRM Online. It is a fine collaboration of CRM user and non-CRM user. Users can share emails, documents, files, etc. with their group members even if they do not have CRM access. This blog will discuss about the installation… Read More: Connect with People Using Office 365 Groups in Dynamics CRM… »
Introduction CRM 2016 includes interactive dashboards, which were specifically advantageous for the service agents providing better customer service. This newly integrated feature of Interactive Service Hub introduced in CRM 2016 was discussed in one of our earlier blogs. This new interface for accessing Dynamics CRM data provides organized view of entities. It allows focusing on… Read More: Action Performed on Case & Activities in Dynamics CRM Interactive… »
Dynamics CRM 2016 has come up with bundle of new features benefiting both administrators and developers. Adding to these effective features, CRM Online 2016 Update 1 and CRM 2016 (On-Premises) introduced additional controls for Phones and Tablets. Now users are viable to use these additional controls to create a more touch-friendly experience on CRM for… Read More: New Controls for Phones and Tablets in Dynamics CRM 2016… »