Category Archives: Dynamics CRM

Accessing Azure Blob storage from CRM Online Plugin

 Someswara Siripuram |  Leave a comment

In this blog article, we will see how to access Azure Blob storage and create document in CRM by reading a specific blob document in Azure. Steps: Get the following details of the Azure Blob storage Primary access key Blob container name File Name of the document Now we will write a sample plugin code which will … Continue reading Accessing Azure Blob storage from CRM Online Plugin

SSO configuration for CRM Portal

 Lakshmisha Shetty |  Leave a comment

Prerequisite Internet facing Domain controller (if it’s an On-Prem DC) Setup the ADFS Role in our Domain Controller [Which will act as a IdP] Dynamic CRM online 2016 and CRM Portal Setting Up ADFS Open the ADFS Management in the server manager [Tool > AD FS Management] In AD FS Management tool, select Service > … Continue reading SSO configuration for CRM Portal

Adding Custom CSS for Dynamics CRM portal UI

 Vivek Shah |  Leave a comment

This blog is intended to showcase capabilities of Dynamics CRM portals to accommodate custom CSS for UI changes. For adding any custom CSS for the portal, we need to add bootstrap.min.css as a child file of “Home page” on the portal. Steps for adding CSS file on portal Step 1: Create a custom bootstrap.min.css having … Continue reading Adding Custom CSS for Dynamics CRM portal UI

Response Routing Rules in Surveys

 Krishna Bhanushali |  Leave a comment

Introduction After questions are added in surveys. You can add a response routing rule which helps to show hide questions or perform an action depending on the response from the client. There is a scenario when you want to ask additional questions based on responses in a Voice of the Customer survey, create one or … Continue reading Response Routing Rules in Surveys

Dynamics CRM- Rollup with Custom Hierarchies

 Someswara Siripuram |  Leave a comment

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. 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

How to remove business process flows from existing records?

 Yadnyesh Kuvalekar |  Leave a comment

Problem Statement Many times we come to a scenario where clients ask to remove business process flows from the production environments. In such scenarios, there are chances that on the existing records, the business process flows are already set on the records. Hence even if we deactivate the business processes, we still see a yellow … Continue reading How to remove business process flows from existing records?

How to insert hyperlink with friendly URL in Email Templates in CRM

 Yadnyesh Kuvalekar |  Leave a comment

Problem Statement Many times we came across the scenario to have links in email templates and make the email template better in presentation aspect with the help of HTML. This blog explains how can you add hyperlink with friendly URL in Email templates. Business Scenario ‘Adventure Works’ company wants to send email notification to case … Continue reading How to insert hyperlink with friendly URL in Email Templates in CRM

Select your error notification preferences

 Yadnyesh Kuvalekar |  Leave a comment

We have observed that many times when we access CRM environment, somehow we get to see below error notifications. Most of the times these errors are not related to our custom development. So, when we are in meeting, or showing product demo to client, and if such errors occur on the screen, clients will not … Continue reading Select your error notification preferences

Create surveys in Dynamics CRM 2016

 Krishna Bhanushali |  Leave a comment

Introduction After installing the Voice of Customer solution you can create the surveys based on your requirement. We had a requirement to create a survey for employees. Employees will fill the surveys and provide a feedback about the job satisfaction, relations with Managers, attitude towards the work environment depending on the questions specified in the … Continue reading Create surveys in Dynamics CRM 2016

Voice of the Customer for Dynamics CRM 2016

 Krishna Bhanushali |  Leave a comment

Introduction Voice of the Customer features creating and sending out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case. In this blog we … Continue reading Voice of the Customer for Dynamics CRM 2016