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 »
In our earlier post Now Store Images in CRM 2013 we discussed at length about the new Image attribute added to CRM 2013. It included steps to programmatically read/write to this field. The next step being the ability to include the image attribute in the reports. This seemingly appears a simple task to include images… Read More »
This blog posted back in 2012, described how to pass custom parameters to an entity in CRM 2011. The other day tried to use the same code to make it in CRM 2013 but unfortunately that would not work. You will be able to pass a single parameter through the URL using the same code… Read More »
Mobile app for Dynamics CRM is out for Android, iOS and Windows Phone platform. When you navigate to CRM in your web browser on a blackberry device you are redirected to the mobile version as well. So true to BYOD, Dynamics CRM is now available through Web clients, Outlook Clients, Tablet Clients and Mobile clients… Read More »
This is another new feature addition in CRM 2013. What are Access Teams? In the previous versions of CRM record could be shared to other users or team to provide them access to the records. While sharing the records you could specify the permissions provided to the shared users to that record. The shortcomings here… Read More »
If you have upgraded from CRM 2011 to CRM 2013 you may have noticed that the forms in 2013 has been redesigned with the new look. After upgrading to CRM 2013 from CRM 2011, the Information form or any other classic form for any entity will be taken over to 2013. Moreover, if you have… Read More »
We got the first hint of the much awaited data type Image with the introduction of activity feeds where we were allowed to provide a profile image for a user. Though the Activity Feeds had it, it was still not available for other entities OOB or custom. In CRM 2013, the Dynamics CRM Product team… Read More »
Until CRM 4 there were Workflows that could be used for asynchronous processing of business logic, generally used for setting up automated actions and defining sales process in Dynamics CRM. Since CRM 2011, the workflows became a category under Processes and there was another category Dialogs introduced. Dialogs provided for execution of Dialog scripts to… Read More »
The December 2012 Update of Microsoft Dynamic CRM Online introduced Business Process Flow for the OOB Lead, Opportunity and Case entities. With CRM 2013 Microsoft has extended this feature further and allowed creating of business process flows for any entity including custom entities. Enabling Business Process Flow for an entity: The first step to… Read More »
CRM vNext announced appears to be round the corner. Code-named “Orion” the next release of Dynamics CRM is also the next major version of CRM to be called CRM 2013. Update/Upgrade Options: For the On-Premise Customers it would be an “Upgrade” from CRM 2011 to CRM 2013 similar to CRM 4.0 to CRM 2011. We… Read More »