Introduction: Contracts were the traditional way of recording the entitlements or warranties available to the customer for the product. Microsoft Dynamics CRM supports 3 types of Contracts Number of Cases Time Coverage Date Contracts have a start and end date and pass through various states Draft – This is when you have created a Contract… Read More: Expired Contracts Awaiting Renewal 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 »
Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More: Programmatically create folders and upload files in SharePoint Server 2013… »
Introduction In order to utilize the rich document management features of SharePoint and use it as the file storage platform, Dynamics 365 CRM has provided native integration to SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this… Read More: Full-Text Search in SharePoint files from Dynamics CRM »
Introduction Most CRM Implementations involve data migration from legacy system. This article is a tip for smooth migration of Product data to Dynamics CRM. Product Record mandatory fields As you know that the when we create the product in CRM, we select the Unit Group and the Default Unit on Product. Unit group is a… Read More: Tip while migrating Products to Microsoft Dynamics CRM »
To perform CRUD operations with CRM data at client side we use ODATA and SOAP services of Microsoft Dynamics CRM. We use XMLHttpRequest to send request to these services to get the response. Microsoft Dynamics CRM provides below WCF services that we used to manipulate CRM data, Organization Data Service – Protocol: OData (REST) http://<server>/XRMServices/2011/OrganizationData.svc/… Read More: Make Cross Domain Web Service Request through Client Side Scripting… »
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: Dynamics CRM 2015 – Most Awaited Features »
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… »
There are so many features of SSRS reports which are very less used but they can play a vital role in our report performance and productivity. One such feature of SSRS reports is LookupSet. SSRS Definition: As per SSRS documentation a LookupSet may be defined as: Use LookupSet to retrieve a set of values from… Read More: Using LookupSet in SSRS reports to show activity parties related… »
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: Dynamics CRM 2016 it is! »