Configure Maplytics Default values in your Dynamics CRM

Every business is unique and Maplytics caters to all user personas of Sales, Marketing and Managers providing them with analytical Power of Maps from within your Dynamics CRM on-premises or online. To map your requirements with Maplytics you need to configure the default values best suited for your business need. How to Configure Default Values:… Read More »

Assign Maplytics Security Roles to users in your Dynamics CRM

After adding users to the Maplytics Team it is important to assign a secutity role to the user. This post will cover more about Maplytics Security roles and how you can assign them to your CRM users. Steps to Assign Maplytics Security Roles: Two new security roles specific to Maplytics would be installed along with… Read More »

Create Maplytics Team in your Dynamics CRM

In our earlier posts we have seen how to install and Register Maplytics in your Dynamics CRM. For a better control over who you want to give access to Maplytics in your organization we have made it a primary requirement to setup Maplytics Team in your Dynamics CRM on-premises or online. Lets read more about this… Read More »

API functions to control Subgrid behavior starting Dynamics CRM 2015 Update 1

Introduction: Prior to CRM2015 update 1 the only available function for interacting with the subgrids on the form was refresh(). This function is used to refresh the sub-grid records. With the release of CRM 2015 update 1, more functions were introduced to interact with the sub-grid using JavaScript. Function list: 1. addOnLoad 2. removeOnLoad Use… Read More »

Steps to Install Maplytics in your Dynamics CRM

You have been reading about our Maplytics – One of the most comprehensive Bing Maps integration solution for Dynamics CRM in our earlier posts. In our todays post let’s have a quick walk through on how you can install our Maplytics solution in few easy steps. Note : You need to have System Administrator/System Customizer… Read More »

Word, Excel or PDF, Now Exporting Reports in Dynamics CRM takes just One Click!

This is a part two of our Click2Export series. In Part 1 we have discussed some important features of Click2Export. Today we will see some common FAQ’s about our solution. Why Click2Export: Every business has the need for reporting. Click2Export provides you with a single click UI – Click, Create, Manage, Export Dynamics CRM Reports in… Read More »

Customizing the IFD Sign-in Pages for Dynamics CRM

Introduction: An on-premise deployment of Dynamics CRM can only be accessed from within the intranet. If you would like to provide access to your on-premise Dynamics CRM to your team from outside the corporate network, you need to make this available externally over the internet. To do this, you need to configure IFD (Internet Facing… Read More »