Traditionally, CRM forms had a Save button, changes made to the form required explicitly clicking on the Save button to save changes made. With Orion came in Auto-Save. The magic process that keeps monitoring the form for any changes made and automatically save them every 30 seconds. Thought of listing all important points one must… Read More: All you want to know about Auto Save »
Introduction: I am sure by now almost anyone developing on Dynamics CRM would have had experience working with FetchXML queries, the Dynamics CRM proprietary format to query data using Dynamics CRM SDK API. We recently came across a scenario where we needed to use an alias for an attribute. Similar to the SQL query Select… Read More: Use of Alias in FetchXML »
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: Server-Side Synchronization for Dynamics CRM with POP3 Enabled Mail Server »
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… »
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… »
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… »