Tag Archives: CRM 2013

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 »