Category Archives: Dynamics CRM

Company News Timeline for Phones and Tablets in Dynamics CRM 2016 Update 1

In Dynamics CRM Online 2016 Update 1, a new feature of Company News Timeline is introduced for Phones and Tablets. You can now view news related to an Account, Lead, Contact, or Opportunity in the CRM app on your mobile device from Bing news by installing Company News Timeline solution. This solution is available globally… Read More »

How to Merge Cases from Interactive Service Hub in Dynamics CRM

Introduction Microsoft Dynamics CRM offers this ability of merging cases, which helps in reducing redundancies. This type of merging helps in bringing multiple cases about the same issue to one place. Let us see how users can merge cases from Interactive Service Hub. In Microsoft Dynamics CRM 2016: Interactive Service Hub can be opened using… Read More »

Web API Enhancements in Dynamics CRM Update 1

Introduction: Microsoft Dynamics CRM 2016 introduced a new concept called Web API which can be used across wide variety of devices, programming languages and platforms. With the release of Update 1 for CRM 2016, few enhancements were added in this. In this blog, explained about Enhancements of Web API which is more helpful for the… Read More »

Connect with People Using Office 365 Groups in Dynamics CRM Online

Introduction: Office 365 Groups is one of the interesting and useful feature introduced in Microsoft Dynamics CRM Online. It is a fine collaboration of CRM user and non-CRM user. Users can share emails, documents, files, etc. with their group members even if they do not have CRM access. This blog will discuss about the installation… Read More »

Action Performed on Case & Activities in Dynamics CRM Interactive Dashboards

Introduction CRM 2016 includes interactive dashboards, which were specifically advantageous for the service agents providing better customer service. This newly integrated feature of Interactive Service Hub introduced in CRM 2016 was discussed in one of our earlier blogs. This new interface for accessing Dynamics CRM data provides organized view of entities. It allows focusing on… Read More »

New Controls for Phones and Tablets in Dynamics CRM 2016 Update 1

Dynamics CRM 2016 has come up with bundle of new features benefiting both administrators and developers. Adding to these effective features, CRM Online 2016 Update 1 and CRM 2016 (On-Premises) introduced additional controls for Phones and Tablets. Now users are viable to use these additional controls to create a more touch-friendly experience on CRM for… Read More »

Feedback And Rating in Dynamics CRM 2016 Update1

Introduction: A new entity called “Feedback” has been introduced in Dynamics CRM 2016 Update 1. The purpose of adding this entity is to provide the feedback and rating for particular entity in CRM. This is useful for the organizations for tracking the feedback for the product they are selling, or support/services that they are providing… Read More »

Import Customizations of the Entity having Icons from Managed Solution in Dynamics CRM

Introduction: Recently we had a requirement of importing a custom entity Hotel from one online CRM to another online CRM, which was a part of unmanaged solution. While exporting the Hotel entity from source system, we observed that the icons of the entity were from managed solution having prefix as “VarIcon” of PascalCase format. As… Read More »

Executing Predefined Queries in Dynamics CRM using Web API through Scripts

Introduction: What do you mean by Predefined Query? System Views created in the CRM contains an inbuilt query which displays the results satisfying the Query mentioned in the view. For e.g. “Active Contacts” an OOB system view. Also, Users can create their views in Advance Find by specifying their criteria’s and save it giving any… Read More »