Introduction: With the introduction of the ‘Interactive Service Hub’ in Dynamics CRM 2016, the OOB Interactive Service Dashboards gives the visual representation of the data associated with a particular entity. This helps you concentrate on things which deserve your attention. In the previous blog on ‘Interactive Service Hub’, we guided you how to create custom… Read More »
Introduction: In order to deliver a service, resources which represent tools, rooms, people or pieces of equipment are used. These resources are collected into resource groups which have similar attributes. In MS Dynamics CRM, the resources are categorized as Facilities / Equipment or Users. Recently, we had to retrieve Resources from the Resource Group and… Read More »
Introduction: Stepping towards the enhancement, Dynamics CRM 2016 introduced ‘Web API’ as the new concept which delivers a unique development experience across a wide variety of programming languages, devices, and platforms. We have earlier explored using WEB API through scripting from within Dynamics CRM environment in this blog. We noticed quite a few queries coming… Read More »
Introduction Before we explain you how to integrate OneDrive with Microsoft Dynamics CRM 2016 Online, let’s see what OneDrive is all about. OneDrive can be the most preferred option to store private documents. While you can use Office 365 Groups for collaborative storage, SharePoint can be used for public documents. For instance, when there is… Read More »
Introduction: While migrating data of the custom entities and its associated records like activities, notes, etc. from the source system to the target CRM, a difference is observed in the regardingobjecttypecode for all the custom entities in the source as well as the target CRM. When the entity is created, a unique integer value, Entity… Read More »
Microsoft’s biggest event is returning back this year as Microsoft Envision to New Orleans, LA from 4th -6th April 2016. For those who haven’t heard, the conference would totally be worth visiting as Microsoft had announced during last year’s keynote. The flagship event will help you navigate a change with strategies, challenges, and disruptors that… Read More »
Introduction: As it has always been, entity forms enable a CRM user to key in the required data efficiently. With the release of Dynamics CRM 2016, data is presented in a better way in the interactive service hub dashboard. As compared with the earlier updates, Dynamics CRM 2016 introduces two forms in the Interactive Service… Read More »
Introduction: Microsoft Dynamics CRM online 2016 update and Dynamics CRM 2016 (on-premises) has introduced a new concept called the Web API. This can be used across a wide variety of programming languages, platforms, and devices. One of the features of Web API is Impersonation. Back in the days of CRM 4, Impersonation through scripting was… Read More »
Introduction: Since the release of Microsoft Dynamics CRM 2013, it had become essential to set business process flow for several professionals in the organization. The main aim was to guide people till the desired outcome through a set of well-defined steps. Irrespective of the entity, the CRM user experience has been streamlined for arriving at… Read More »
Introduction: With the release of CRM 2016 many new as well as advanced features have actually helped to enhance productivity. Creation of a Word / Excel template for various entities is one of them which could be easily used. We saw steps to create a word template in our previous post. Here we will see about… Read More »