Introduction: I am sure by now almost anyone developing on Dynamics CRM would have had experience working with FetchXML queries, the Dynamics CRM proprietary format to query data using Dynamics CRM SDK API. We recently came across a scenario where we needed to use an alias for an attribute. Similar to the SQL query Select… Read More: Use of Alias in FetchXML »
Data Security is the prime aspect across the world. As we are storing all our data into the CRM, we need to keep our sensitive data in Encrypted format for the security reasons. Microsoft Dynamics CRM 2013 uses standard Microsoft SQL Server cell level encryption for a set of default entity attributes that contain sensitive… Read More: Data Encryption in CRM 2013 »
When we configure Claims-Based Authentication in Microsoft Dynamics CRM 2011 Deployment Manager, we may receive the following error. “The encryption certificate………does not exist in the local computer certificate store” You can use the following solution in order to resolve the above error. Add a certificate in “Certificate (Local Computer) -> Personal -> Certificates” along with… Read More: Troubleshooting Certificate Error while configuring Claims-Based Authentication »
Installing and configuring Customer Care Accelerator (CCA) can be a challenging task. This blog will serve as a guidance and simplify the said process. The main focus of Customer Care Accelerator (CCA) for Microsoft Dynamics CRM is on delivering contact center enabling functionality, like the ability to create a unified desktop by combining data elements… Read More: How to Set up CCA for CRM 2013 »
Businesses maintaining inventory need to make sure their Sales Team has an accurate view of their stock in hand so that they can take up orders and commit deliveries accordingly. Getting the right inventory balances in MS Dynamics CRM can be challenging. An inaccurate inventory may lead to a lot of irregularities across your business… Read More: Now your Sales Rep can access Inventory balance details in… »
In Dynamics CRM prior to CRM 2013 email integration provided the following options Email Router Microsoft Outlook Client. Using Microsoft Outlook Client allowed users to send emails from Dynamics CRM using their Microsoft Outlook client. If the Outlook client was closed, it would wait until Outlook client is re-opened for the mail to be processed.… Read More: Server-Side Synchronization for Dynamics CRM with POP3 Enabled Mail Server »
Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More: Tax Calculation for transactions in Dynamics CRM using tax information… »
Do you use Dynamics CRM for your CRM needs and use Intuit QuickBooks to handle your accounts? Should this be the case, you are aware of the difficulties in maintaining two systems especially since both systems manage the same Customer data. Without a bridge or integration link, you may end up with different set of… Read More: Avoid double entry effort in maintaining an Accounting and CRM… »
In our earlier post Now Store Images in CRM 2013 we discussed at length about the new Image attribute added to CRM 2013. It included steps to programmatically read/write to this field. The next step being the ability to include the image attribute in the reports. This seemingly appears a simple task to include images… Read More: Printing Entity Images on Reports in Dynamics CRM 2013 »
This blog posted back in 2012, described how to pass custom parameters to an entity in CRM 2011. The other day tried to use the same code to make it in CRM 2013 but unfortunately that would not work. You will be able to pass a single parameter through the URL using the same code… Read More: Pass Custom Parameters to an entity form through a URL… »