In Dynamics CRM 2016 update 1, we have many new features introduced. One of them is adding new controls for entities on Phones and Tablets. We have following controls available for Entities. Microsoft Dynamics CRM List/Grid (default) Calendar Control Timeline Control We can set different or same controls for Tablet and Phone. To set these… Read More »
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 »
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 »
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 »
CRMUG Summit 2016 to be held in Tampa, FL from 11-14 October 2016 promises to be the can’t-miss annual conference for Microsoft Dynamics CRM users. With a theme of “Count In. Count On”, the conference is going to convey the importance of a two-way knowledge exchange at Summit. We are excited to be part of… Read More »
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 »
Introduction: Most applications including MS Dynamics CRM supports reporting, and with the reporting tool in our case being SSRS it supports the options to either Print the report or save the Dynamics 365 CRM report to PDF or MS Word or MS Excel format. Depending on the kind of the report it may often be… Read More »
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 »
With a continuous zeal and pursuit of acquiring the best for our customers and partners, we have come up with new advancements in our flagship product Dynamics 365 CRM Bing Maps integration – Maplytics August Release. With this release, our mission is to reinvent business strategies and productivity to unlock locational intelligence within Dynamics CRM… Read More »
Sales Territory Management is an important part of the sales strategy for any size business. With proper distribution of territories and effective Microsoft Dynamics 365 CRM sales territory management by respective sales teams, organizations can make sure that the sales reps are capable of investing their energy to get most out of it. The operation… Read More »