Introduction: Configuring Outlook Client usually involved making sure the regular stuff was done i.e.: Adding the server url to trusted sites. Checking whether the machine time matches the server time. Able to access Dynamics CRM through Web Client. Whether Windows Identity foundation was installed. Credentials cache cleared (Note: You can clear the credentials by going to the control… Read More »
There have been times when we need to configure IFD and both, ADFS and CRM are installed on same server. In case of Windows server 2008, we need to install ADFS 2.0 and in Windows server 2012 standard, ADFS 2.1 comes by default as a part of windows features, we just need to install and configure ADFS.… Read More »
How good were the old days of CRM 2011 that even at the point of creation of records you were notified on the entity form itself that the particular record is a duplicate record and hence the data duplication was reduced to a considerable amount. But suddenly in CRM 2013 Duplicate Detection was removed partially i.e.,… Read More »
Introduction: With the Spring Release of CRM 2013, we now also have Server-side sync available for Dynamics CRM and Microsoft Sharepoint Online. Yes it did support Sharepoint integration in the earlier release too but as the name suggests Server-side synchronization will now handle automatic authentication between CRM and Sharepoint. The credentials that you used to… Read More »
We all are aware about vast updates introduced in Dynamics CRM 2013 SP1 or Spring release and our various blog posts have been addressing each and every feature in detail. This blog will list some small but useful/ advanced features released with this update and not talked/ known about much. New Parameters introduced in Query… Read More »
Introduction: Entitlements is a new concept introduced in CRM 2013 Spring release and it is the same concept of Contracts with advanced capabilities which were not available in Contract and had limitation in the past. It supports Allocation Types of Cases and Hours. You have the entitlement validity dates within which the entitlements are applicable.… Read More »
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 »
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 »
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 »
Further to our earlier blog in which talked about Public/Private Queues in brief with some UI changes in them, this blog will walk you through the features such as how to route queued Item, how to Assign, Pick, and Release features of Queue and important points to be taken note of. Read more: Queue Enhancements in… Read More »