As we all know if we want to change the CRM label text as per the user language preference we can use the Export/Import translation process. But when we want to change the Attribute value as per the user language preference, it is not possible because entered value cannot be changed if user changes the… Read More »
In Microsoft dynamics CRM, we have grids for each and every entity. And whenever we right-click on the grid, we get a contextual menu as shown in below screenshot. Below is the list of menus that we get: Open Open In a new window Copy a Link Email a Link Print Refresh List When we… Read More »
This is Part 3 of our Maplytics solution series which allows you to plan your business in a better way using Maps on Dynamics CRM on-prem or online. In Part 1, we saw replies to some of the common FAQ’s. Where as in Part 2, we saw how Maplytics helps you analyze your business in a better way.… Read More »
In Microsoft Dynamics CRM 2015 Security area is introduced which contains entities such as Users, Security Roles and Teams which were present in Administration area in previous versions of Microsoft Dynamics CRM. In this blog we are going to show how we can add Custom Buttons on Application Ribbon of Security area through Ribbon Workbench.… Read More »
If you want to send marketing newsletter(or any content that has HTML content) to all your Leads/Accounts/Contacts by using Quick Campaign by Email using Email template then you can select the accounts/leads/contacts for which you want to send the newsletter and create quick campaign as shown below. In case you want to send newsletter to specific… Read More »
How many clicks does it take to export Dynamics CRM reports? Imagine you have a meeting tomorrow, and you want to present the reports from Microsoft Dynamics CRM. Getting reports from Dynamics CRM/365 is easy but exporting the report in the required format is where most users face difficulties! Due to the number of steps… Read More »
Introduction One of the USP of Microsoft Dynamics CRM that differentiates it from other CRM applications available in the market is BYOD – CRM Anywhere. Dynamics CRM as of today supports the following client Web Client ( All major browsers IE/Edge, Chrome, FireFox, Safari) Outlook Client – Seamless integration with Microsoft Outlook so that you… Read More »
Microsoft always believes in making life of people simpler using their product. This is what happens with every update of Dynamics CRM. There was one feature introduced in CRM 2013 to ease the life of CRM users and that feature was Automatic case record creation through email and social monitoring. This was indeed a very… Read More »
Introduction Anyone who would have tried using the api functions available to access the controls on the Business Process Flow to hide/lock in CRM 2013 would know that the function only worked if the control was on the current active stage on the form. Suppose you had 2 stages Develop and Propose and you had… Read More »
Lets re-visit 5 of our most popular blogs last quarter. The ones you have liked, visited, shared and re-tweeted the most. Hope these posts are helping you to explore features of Dynamics CRM in your next assignment: 1. Custom Actions in Dynamics CRM 2015 Online Update 1: Back in 2013 Microsoft introduced the concept of “Custom… Read More »