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: API functions to control Subgrid behavior starting Dynamics CRM 2015… »

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: Steps to Install Maplytics in your Dynamics CRM »

Custom Actions in Dynamics CRM 2015 – Most Clicked Post

While the team has been working on new innovations and cracking new tips and tricks for Dynamics CRM 2015 (we love doing that), our marketing team has been watching closely on the impression rate and clicks on posts. There were quite a many but we picked some posts which have been most helpful to our… Read More: Custom Actions in Dynamics CRM 2015 – Most Clicked Post »

Load Data from Web Service to Dynamics CRM using SSIS

Introduction: Sometimes there are cases where we need to make a call to web service, from where we get data and save that data to Dynamics CRM entity. The response which we get from web service is in xml form. In one of our recent post we explained about Iterating and Processing Records in Dynamics CRM… Read More: Load Data from Web Service to Dynamics CRM using SSIS »

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: Word, Excel or PDF, Now Exporting Reports in Dynamics CRM… »

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: Customizing the IFD Sign-in Pages for Dynamics CRM »

The Future of Dynamics CRM Development: Elevating Business Intelligence

The landscape of enterprise resource planning and customer relationship management has undergone a seismic shift. What began as a tool for record-keeping has evolved into a sophisticated ecosystem powered by Artificial Intelligence and cloud-native architecture. If you are looking to master Dynamics CRM development, the path has never been more exciting or more integrated. Today,… Read More: The Future of Dynamics CRM Development: Elevating Business Intelligence »

Expired Contracts Awaiting Renewal in Dynamics CRM

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: Expired Contracts Awaiting Renewal in Dynamics CRM »

Sales Literature in Dynamics CRM

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: Sales Literature in Dynamics CRM »

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

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: Programmatically create folders and upload files in SharePoint Server 2013… »