Voice of the Customer is a new Dynamics CRM 2016 feature that was created to capture feedback regarding your product or service from CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. This captured data can be utilized for generating reports, and making… Read More »
Introduction: In the previous blog here. We learned about the installation and deployment of ADX portal, now we will see how to display the views of entities in ADX portal. This basically is used to display the particular entity records to the portal user. For instance, if Dynamics CRM user wants to display the active cases… Read More »
The following instructions will help you to set up Adxstudio Portal websites for your Dynamics CRM. You would require ADX Studio setup before getting started with configuring ADX Portal for your Dynamics CRM. ADX Studio Setup is available for download on below link: https://community.adxstudio.com/products/adxstudio-portals/releases/adxstudio-portals-7/download After downloading and installing ADX Studio setup. Go to the installed… Read More »
For as long as I remember Microsoft Dynamics CRM has always provided support for multiple languages. This means that labels throughout CRM would appear in the language of your choice. You can have multiple languages installed in CRM apart from the base language. Each user has the choice to choose the language of their choice… Read More »
We all are aware of what Interactive Service Hub dashboard is as it is introduced in Microsoft Dynamics CRM 2016. To know more about how you can create your own Interactive Service Hub dashboard, visit here. Microsoft Dynamics CRM 2016 Update 1 enables you to apply sorting and filtering functionality for your Custom and OOB… Read More »
Sometimes we come across a situation where there are millions of records that need to be transferred from SQL to Dynamics CRM. When we use SSIS to migrate such data there are several methods in it through which we can achieve this. But migrating so many records is not easy when it comes for speeding… Read More »
There is a common requirement to create a workflow which should wait until date specified for a field and perform remaining operation once it is elapsed. One of the familiar example of that is Birthday reminder. We came across a requirement where we needed to create waiting workflow till specified date in a field and… Read More »
Introduction Microsoft Dynamics CRM SDK provides a common login control template to connect Dynamics CRM with custom WPF application. CRM credentials authentication, its storage, and error logging is all done by this common login control. The only thing we need to do is to add login template to our WPF application in order to leverage the benefit… Read More »
Introduction: In earlier versions of CRM, the SLA feature was only applied to the Case Entity. Now, with Dynamics CRM 2016 Update 1 release, you can enable Enhanced SLA for other entities as well. Below are the entities for which you can enable SLA in CRM: Contact, Account, Lead, Opportunity, Quote, Order, Invoice. Custom Entities… Read More »