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 »
Maplytics™ ships along with Geocoding workflows to Geocoding Dynamics CRM data with Bing Maps which are further used by Maplytics. We ship this workflow configured for Account, Lead and Contact entities. You can configure custom workflows and add a reference to the Maplytics Workflow assembly to geocode the addresses. Steps to Configure Geo-coding Workflows for Custom Entities:… 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 »
Introduction: Rollup Feature is one of the interesting feature and we have already discussed about how we can make use of rollup attributes of CRM to ease our calculations in our previous blog. Retrieving rollup attribute values is not same as we do for the other attributes. Rollup attributes are used to minimize our efforts… Read More »
Introduction: For years we came across various fields similar to lookup fields but with data types such as customer and activity party which did look like lookup fields and also their functionality has been designed on the conceptual architecture of the lookup field. These type of fields were only present out of the box in… Read More »
Introduction Microsoft Dynamics CRM 2016 Update 1 has come up with many new features. Before this 2016 Update 1 came, we needed some customization to add signatures to email. You may refer this blog in order to know how to add signatures to emails in Dynamics CRM. With release of Dynamics CRM 2016 Update 1,… Read More »