Tax Calculation for transactions in Dynamics CRM using tax information stored in QuickBooks

Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More: Tax Calculation for transactions in Dynamics CRM using tax information… »

Heat Map representation of Dynamics CRM data in CRM Dashboards

Picture speaks more than a thousand words and what better than a graphic representation of Dynamics CRM data on Bing Map for geographical analysis. Dynamics CRM introduced Bing Maps component with Dynamics CRM 2013 but right now this is only restricted to displaying a single address on a map. Maplytics a geo-analytics solution targeted at… Read More: Heat Map representation of Dynamics CRM data in CRM Dashboards »

Avoid double entry effort in maintaining an Accounting and CRM System simultaneously

Do you use Dynamics CRM for your CRM needs and use Intuit QuickBooks to handle your accounts? Should this be the case, you are aware of the difficulties in maintaining two systems especially since both systems manage the same Customer data. Without a bridge or integration link, you may end up with different set of… Read More: Avoid double entry effort in maintaining an Accounting and CRM… »

Plot any address of any Dynamics CRM entity on Bing Map using Maplytics

With CRM 2013, Bing Map control was introduced to allow OOB integration with Bing Maps and include a map for the address provided on the record. The Bing Map control is however available for use with only the OOB system entities that have address fields provided in them. When adding the Bing Map control on… Read More: Plot any address of any Dynamics CRM entity on Bing… »

Printing Entity Images on Reports in Dynamics CRM 2013

In our earlier post Now Store Images in CRM 2013 we discussed at length about the new Image attribute added to CRM 2013. It included steps to programmatically read/write to this field. The next step being the ability to include the image attribute in the reports. This seemingly appears a simple task to include images… Read More: Printing Entity Images on Reports in Dynamics CRM 2013 »

Merge forms in CRM 2013 form customizations

If you have upgraded from CRM 2011 to CRM 2013 you may have noticed that the forms in 2013 has been redesigned with the new look. After upgrading to CRM 2013 from CRM 2011, the Information form or any other classic form for any entity will be taken over to 2013. Moreover, if you have… Read More: Merge forms in CRM 2013 form customizations »