Rollup 0.1 available for Maplytics – May release

May release of Maplytics was very well received and we thank our customers for their feedback and suggestions. Some of the road map items supposed to available with the May Release were not ready to ship in May. We are now ready with Rollup 0.1 which is a compilation of the issues reported and the… Read More »

Evaluate user activity stats using User Adoption Monitor

Introduction: The next step to a successful go-live of any Dynamics CRM implementation is a close review of the user adoption of the application. It is important to educate the users of the benefits of the application and inculcate the habit of using Dynamics CRM for their daily work. It could be a difficult task… Read More »

Enhanced SLA Extended For Other Entities in Dynamics CRM 2016 Update 1

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 »

Retrieve Updated Dynamics CRM Rollup Attribute Value in Plug-in/Workflow

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 »

Maplytics Route Optimization in Dynamics 365- Make Your Routes Smart, Short, & Swift!

Punctuality is one of the most crucial business goals especially in sectors like Sales and field services. But can you always manage to be on time? Well, we know the answer, and we don’t blame you! As a salesperson, there can be different target destinations to reach on the same day. It can happen with… Read More »

Introduction of Customer type field in Dynamics CRM 2016 Update 1

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 »

Insert Signature in Dynamics CRM 2016 Update 1 Email – An OOB Functionality

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 »

Geocoding Millions of Dynamics 365 CRM Records Using Maplytics

Geocoding is a process of converting addresses to a latitude/longitude, which can be then easily plotted on a map. Geocoding can be done for a specific number of records, but when it comes to bulk records of Dynamics CRM, users need more professional mechanism. Maplytics is a native map visualization tool which helps to geocode… Read More »

Company News Timeline for Phones and Tablets in Dynamics CRM 2016 Update 1

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 »