Requirement: Recently we had a request where client wanted to have an automated process of assigning the case to a team member. To explain further, whenever any case is created in Dynamics CRM and when it is assigned to a team, that case should automatically get assigned to the first team member of that team. Once the… Read More »
Introduction: Email signature is an integral part of every email that we exchange. It adds a professional touch to our Emails. Microsoft Dynamics CRM 2016 Update 1 introduced Email Signature as an out of the box entity. So that user can save time and be consistent in response. Previously, to add signatures in their emails user… Read More »
An Organization has several users, and for these users particular working hour timing is set. But it is important to maintain these working hours in an organized manner. Through this blog, you will know the significance of creating Work Hours in Dynamics CRM. How to Set Work Hours for Users in Dynamics CRM? Below are… Read More »
Introduction In our earlier blogs of Web API introduced in Dynamics CRM 2016, we have explained different requests and functions of Web API to querying and performing operations in Dynamics CRM. This blog will show you how to execute Web API request using Angular JS. This article would be helpful for those who have knowledge of… Read More »
We can debug the Script used in Outlook using Visual Studio. For this, we just need to change some settings in the “Advance setting” section of Internet Explorer. In this blog, we will show how to enable Script Debugging using the Visual studio. For this, we have developed the sample code. So, here we have added… Read More »
Microsoft has introduced a new knowledge management system for Dynamics CRM Online 2016 Update and Dynamics CRM 2016 On-Premises. This new system enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. You… Read More »
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 »