D365 Mobile: Auto Complete Control

Background: CRM 2016 Introduced Auto-complete feature on web forms. This allowed us to help users in filling out data faster and easier without creating any unwanted relationships. Sample: Auto-complete in Dynamics 365 controls For ex, if we wanted Users to choose from list of cities, we can configure it and user will see dropdown with … Continue reading D365 Mobile: Auto Complete Control

CRM tip: How to Publish Multiple Products from CRM UI

Problem Statement: In CRM, most organizations generally import products from other Source through Excel or other data import means. In general, we do not want to publish the product as soon as they are created because we need to set the price list and units before they are available anywhere in CRM. If there are … Continue reading CRM tip: How to Publish Multiple Products from CRM UI

XRMToolBox – Important tools for Admins and Developers

What is XRMToolbox XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to make administration, customization or configuration tasks easier and less time consuming. XRMToolBox is free of cost, but you can donate to support development. In … Continue reading XRMToolBox – Important tools for Admins and Developers

Create Attachment of Signature/ Pen control data in Dynamics CRM

Introduction We already saw how to use Pen/ Signature control in Dynamics CRM in the previous blog: https://someshblogs.wordpress.com/2017/05/03/adding-signature-control-on-mobile-and-tablets-in-dynamics-crm/ In this blog, we will see how to generate an image of the pen control data and store in Record as an attachment. Steps As we saw in the previous blog, the signature captured from phone is stored … Continue reading Create Attachment of Signature/ Pen control data in Dynamics CRM

Adding Signature control on Mobile and Tablets in Dynamics CRM

Introduction With CRM 2016, Dynamics added controls which can be used in Phones, tablets and some on web forms as well. One such important control is the signature control in Dynamics CRM. This control is available for Phones and tablets, and very important in the modern sales process. In this blog, we will see how … Continue reading Adding Signature control on Mobile and Tablets in Dynamics CRM

Alternatives of Document storage in Dynamics CRM

Scenario: CRM space is expensive, and often clients want alternatives to CRM storage for storing documents, images as these take up most of the space. Available solutions: SharePoint Online with Dynamics CRM OneDrive for Business with Dynamics CRM Currently, SharePoint document management is the preferred choice for most of the customers as alternative to storing … Continue reading Alternatives of Document storage in Dynamics CRM

User Adoption and Monitoring in Dynamics 365 Online (CRM)

Summary The final phase of any Dynamics CRM implementation is to review the User monitoring closely and to ensure user uses the application. It is important that sales people understand the benefits of using Dynamics CRM and help them use CRM for managing their work and customers/ opportunities. With Dynamics 365, Microsoft has introduced following … Continue reading User Adoption and Monitoring in Dynamics 365 Online (CRM)

Role Based Forms – Dynamics CRM

In this blog, we will learn how to use Role based forms in Dynamics CRM and the best practices that should be followed when using Role based forms. What are Role Based forms Microsoft Dynamics CRM allows configuration of security roles in Entity forms. It is quite a common requirement for organizations where they want … Continue reading Role Based Forms – Dynamics CRM

Accessing Azure Blob storage from CRM Online Plugin

Blog on how to access Azure Blob storage and create document in CRM Online by reading a specific blob document in Azure.

Dynamics CRM- Rollup with Custom Hierarchies

CRM Custom hierarchies are very useful feature for maintaining hierarchy among records and also provide nice visualization of the Hierarchies. Learn more about hierarchies here: http://www.powerobjects.com/.015/03/30/microsoft-dynamics-crm-2015-custom-hierarchies/ With rollup fields and custom hierarchies have become even more useful to derive and visualize meaningful data in the hierarchy. In this blog, we will use how to leverage Rollup … Continue reading Dynamics CRM- Rollup with Custom Hierarchies