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 »
As we know, POWER BI is very robust application, which helps to analyze Business Data. It can be a powerful visualization tool for Dynamics CRM users for analyzing their Business. Hence, Microsoft has introduced integration of POWER BI with Dynamics CRM from this 2016 release. Here are the steps to integrate POWER BI with Dynamics CRM: There… Read More »
We all know about Microsoft Dynamics CRM Roll-up fields. Utilizing these Roll-up fields, we can previously create Date field in Contact entity and populate latest activity date or first activity date. But there was a limit to it and we could only find the activities which are related to the Contact via regarding field. Now… Read More »
With Microsoft Dynamics CRM, users have ability to change entity icon color as per their requirements. With this user can prioritize or personalize Dynamics CRM entities as per business requirements. For this user needs to follow below steps: Navigate to Settings–>Customizations Navigate to entity you want to adjust the background icon color for. In this… Read More »
Recently we came across a scenario where we were assigning CreatedBy and ModifiedBy field of the record that was created by plugin dynamically based on the data of the record that was getting created by plugin. Let us say, my Contact entity that has field “new_createdby”, ”new_modifiedby” and its records are getting created by plugin.… Read More »