Tag Archives: CRM 2013

Thank You for Visiting Our Booth

Microsoft Convergence 2015 was a huge success once again for Inogic. Thank You, from Inogic Team for visiting our booth (No. 1751) and talking to us about our solutions and services. And a special word of Thanks for the Microsoft Team for the amazing arrangements and a great partnership. Now that you’ve gotten to know us, it’s time… Read More »

How Security Role Privileges are Inherited from Team to User

If there are multiple users, business units and teams in any CRM system, then it is not necessary that every user has maximum rights/ privileges/ roles. There are situations where a minimum permission user should be able to create an entity record for which individually it does not have rights but his/ her team has… Read More »

Adding Timer Control to Lead Entity in Dynamics CRM 2013 Spring release

Introduction: A new concept of timer control has been introduced in CRM 2013 SP1 which can be used against date fields on customizable OOB entities or custom entities. This timer control has been designed to help users notice the nearing SLA or resolution times. For example, if your organization has certain process to be followed… Read More »

Dynamics CRM Online Sandbox Administration

Introduction: With Dynamics CRM 2013, Sandbox instance was introduced. The Sandbox instance is available for free subscriptions that have 25 users or more. I got access to a Sandbox Instance only recently. Here in this article I would like to walk you through all the features that are now available with a Sandbox Instance. Where… Read More »

Custom State Model Transitions in Spring Release for Dynamics CRM 2013

There is a completely new and useful feature of Status Reason Transitions introduced in the Spring Release for Dynamics CRM 2013 Leo. This blog would walk you through the brief explanation of Custom State Model Transitions and how to implement them in CRM using real life example. This feature is only applicable to Case (Incident)… Read More »

Routing Rules to Automate Case Routing in Dynamics CRM 2013

In the earlier versions of Dynamics CRM we had the option of setting routing through the entity settings shown below: The entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go. Now with… Read More »

Unable to edit an Appointment on the tablet client in Dynamics CRM 2013

We came across an issue with the Tablet Client where for an Appointment Entity, we were unable to see the “Activate” button for the scheduled appointment records. By default the appointment form appeared disabled on the Tablet Client and we could not edit the details until we Activated the record. However, on this form the… Read More »

Schema Validation error while importing Solution

  Recently we came across with the issue while importing a solution from our dev environment to another test environment. So we thought of sharing this with everyone so that others do not face the same problem.   Issue: While importing a solution we received “Schema Validation Failed” and it said “The ‘label’ attribute is… Read More »

Asynchronous Solution Import

Introduction: Often you must have noticed that importing solution often slows down CRM to the extent that it is almost unusable for the period during which the Import action is being processed. To improve performance, a new request has been introduced in CRM 2013 which supports to importing solutions asynchronously. This is however available only… Read More »

Sub-grid Add Action Behavior in Dynamics CRM

Introduction: Since the new refresh forms, we now see sub grids added on the form by default instead of the left navigation links to see the related records. The + (add) button on the sub-grid however appears to work differently for the Case Sub-grid and the Contacts grid on the Account form. So when do… Read More »

Server-Side Synchronization for Dynamics CRM with POP3 Enabled Mail Server

In Dynamics CRM prior to CRM 2013 email integration provided the following options Email Router Microsoft Outlook Client. Using Microsoft Outlook Client allowed users to send emails from Dynamics CRM using their Microsoft Outlook client. If the Outlook client was closed, it would wait until Outlook client is re-opened for the mail to be processed.… Read More »

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 »

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 »