The Dynamics CRM Community is the place to be for all Dynamics CRM Lovers. I have often come across queries posted on “How to become a Dynamics CRM developer” and decided to share my thoughts around this in this post. Technical Expertise Needed: If you have a basic knowledge of writing code in .NET you… Read More »
Introduction: Contracts were the traditional way of recording the entitlements or warranties available to the customer for the product. Microsoft Dynamics CRM supports 3 types of Contracts Number of Cases Time Coverage Date Contracts have a start and end date and pass through various states Draft – This is when you have created a Contract… Read More »
Sales literature stores all the sales information which is used for sales team like brochures, promotional materials and other sales literature materials. Creating Sales Literature- So now we will see how to create and use sales literature in sales process. To create sales literature in Dynamics CRM Go to – Sales → Sales Literature àNew Enter… Read More »
Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More »
2015 and Dynamics CRM 2015 both have been keeping all of us busy. We saw some great new features in our Q1 Blog post also Top 5 for our Developer Friends and End users While we await Dynamics 2016 lets see what we have been able to explore in Q2 for 2015. Sharing some posts… Read More »
Introduction In order to utilize the rich document management features of SharePoint and use it as the file storage platform, Dynamics 365 CRM has provided native integration to SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this… Read More »
Introduction Most CRM Implementations involve data migration from legacy system. This article is a tip for smooth migration of Product data to Dynamics CRM. Product Record mandatory fields As you know that the when we create the product in CRM, we select the Unit Group and the Default Unit on Product. Unit group is a… Read More »
To perform CRUD operations with CRM data at client side we use ODATA and SOAP services of Microsoft Dynamics CRM. We use XMLHttpRequest to send request to these services to get the response. Microsoft Dynamics CRM provides below WCF services that we used to manipulate CRM data, Organization Data Service – Protocol: OData (REST) http://<server>/XRMServices/2011/OrganizationData.svc/… Read More »
In our last post we discussed about Dynamics CRM E-Training/Learning. While these are definitely very helpful but its time now to get hands on experience in Dynamics CRM. Microsoft has provided some real good options for so you can walk through key scenarios for each role and familiarize yourself with user interface, and experience how… Read More »
Introduction: SSIS provides us a seamless way for data integration. Data can be easily extracted, transformed and merged from source to different destination. In one of our recent post we explained about Exporting Data from Dynamics CRM using SSIS. Let us see one such scenario in SSIS where we need to get data from one… Read More »