Microsoft Dynamics CRM 2016 is integrated with several crucial features, and with these superior facilities, it has already been proved as “The most comprehensive upgrade ever.” The enhancements have been made in various grounds like mobility, intelligence, customizability, and service. Amongst all these features, Microsoft has also worked on enhancement of Social Pane. It has… Read More »
The secret to the most successful Sales Reps is that they are very organized. Not just in their daily workflow but also their appointments. What separates the successful Sales Rep and a struggling one is how well a Sales Rep is able to manage his appointments. Microsoft Dynamics 365 is robust CRM system and is… Read More »
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Introduction: What do you mean by Predefined Query? System Views created in the CRM contains an inbuilt query which displays the results satisfying the Query mentioned in the view. For e.g. “Active Contacts” an OOB system view. Also, Users can create their views in Advance Find by specifying their criteria’s and save it giving any… Read More »
Introduction: In one of our previous blog we have shown how to set attribute values for different data types using Web API for JavaScript. There is an exception that we are not able to set value for Date only field having behavior Date only in conventional way by assigning date object to the attribute as… Read More »
It was a great experience to be a part of Microsoft Envision held at New Orleans, LA recently. We unveiled the first look of our Maplytics release, our Geo-mapping tool with lots of new features, and a new interface and now even compatible with tablets and mobile phones. Maplytics is for all Sales: Field Service: Marketing: Managers serving the… Read More »
Introduction: Dynamics CRM 2016 has come up with many new features. Case Enhancement is one of it. Now we have a newly added SAVE & ROUTE button on the Case Entity which performs quick operations of Routing the Case. We have an Automatic move records to default Queue feature at the entity level customization, which helped… Read More »
Introduction: Service Level Agreements (SLAs) in Microsoft Dynamics CRM help you define the level of support or service that the company agrees to offer to its client. The details items that are included to define key performance indicators (KPIs) or metrics to achieve the service level that is expected to be. With the release of… Read More »
Introduction: Suppose we are going to change the state of an opportunity record programmatically by using WinOpportunityRequest request, before we make change to the state of the record it is quite important to check, the transition which we are going to execute is valid or not. For example suppose we are going to change the… Read More »
Introduction: We can migrate both System Views as well as Personal Views through SSIS in Microsoft Dynamics CRM. Before we look at how this can be done through SSIS, let’s see what System and Personal Views are. System Views:System Views are those views, similar to Public views which are automatically created by Dynamics CRM on… Read More »