Tag Archives: Dynamics CRM

Avoid Manual Data Entry Challenges in Dynamics 365

Microsoft Dynamics 365 has radically changed the way businesses manage and improve their customer relationships. Adoption of CRM systems has been a huge productivity improvement for an organization’s business process. Even though digital transformation powered by Dynamics 365 has improved the efficiency, productivity, and business processes of organizations, manual data entry remains one of the prime… Read More »

Maplytics is now Certified for Microsoft Dynamics (CfMD)

We are pleased to announce that Maplytics™ is now one of the first geo-analytical mapping solutions to be Certified for Microsoft Dynamics (CfMD) by meeting Microsoft Corp.’s highest standard for partner-developed software. Maplytics can now carry the distinct Certified for Microsoft Dynamics logo Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and… Read More »

Customizing the IFD Sign-in Pages for Dynamics CRM

Introduction: An on-premise deployment of Dynamics CRM can only be accessed from within the intranet. If you would like to provide access to your on-premise Dynamics CRM to your team from outside the corporate network, you need to make this available externally over the internet. To do this, you need to configure IFD (Internet Facing… Read More »

Sales Literature 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 »

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

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 »

Using LookupSet in SSRS reports to show activity parties related to an activity in Dynamics CRM

There are so many features of SSRS reports which are very less used but they can play a vital role in our report performance and productivity. One such feature of SSRS reports is LookupSet. SSRS Definition:  As per SSRS documentation a LookupSet may be defined as: Use LookupSet to retrieve a set of values from… Read More »

Lock/Unlock Composite fields using Java Script in Dynamics CRM

Traditionally we use the following way to lock or unlock the fields programmatically, Xrm.Page.getControl(fieldname).setDisabled(true/false); But there could be some cases where we would need to lock/unlock the composite fields programmatically. For example, consider the following scenario, Suppose that we are populating the Bill To address on Quote as the address of the customer selected on… Read More »

Build a Marketing List through Proximity Search in Dynamics CRM using Maplytics

Marketing campaigns are often targeted towards contacts or leads that are within a certain radius from the target location. To give an example you have been asked to distribute coupon codes to your contacts for a new store that you are opening closer to their location. Using OOB Advanced Find tool of Dynamics CRM, you… Read More »

Adding Custom Button on Security area in Dynamics CRM 2015

In Microsoft Dynamics CRM 2015 Security area is introduced which contains entities such as Users, Security Roles and Teams which were present in Administration area in previous versions of Microsoft Dynamics CRM. In this blog we are going to show how we can add Custom Buttons on Application Ribbon of Security area through Ribbon Workbench.… Read More »

Sending Marketing Newsletter From Dynamics CRM

If you want to send marketing newsletter(or any content that has HTML content) to all your Leads/Accounts/Contacts by using Quick Campaign by Email using Email template then you can select the accounts/leads/contacts for which you want to send the newsletter and create quick campaign as shown below. In case you want to send newsletter to specific… Read More »