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 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 »
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… »
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: Dynamics CRM – Q2 – Inogic Blog Popular Posts »
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: Full-Text Search in SharePoint files from Dynamics CRM »
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: Tip while migrating Products to Microsoft Dynamics CRM »
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: Make Cross Domain Web Service Request through Client Side Scripting… »
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: Dynamics CRM Online Free Trial – Follow these links for… »
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: Iterating and Processing Records in Dynamics CRM using SSIS »
We use Maps day in and day out for our Personal use so why not for business?. These are some of the questions we discuss when we start developing any solution for Dynamics CRM. We have you “User” in our mind as to what is needed for you to convert your business into a big… Read More: Inogic Dynamics CRM Solutions – Change the Pace of your… »