Prerequisite: Latest CRM Update1 version environment account (purchase account not in trial account), Power BI account Purpose of the setup: Embed Power BI tile in CRM dashboard. Procedure: Here we have a CRM Update1 purchase account where I will be demonstrating the new feature in CRM where we can embed Power BI tiles in CRM … Continue reading Add or Edit Power BI Tiles in CRM Dashboard →

Prerequisite: Power BI Desktop Tool, Power BI Online Service Purpose of the setup: Purpose of this blog is to demonstrate USERNAME () function with Row Level Security (RLS) using Power BI to get the dynamic security when users login. Procedure: To demonstrate this, we have created a Power BI Desktop file and published it to … Continue reading Login Based Security in Power BI →

The blog article tells user how to integrate SharePoint and OneDrive for Business CRM to store the CRM related documents. Let’s see the steps to enable SharePoint and OneDrive for Business. Pre–requisites User needs to be Office 365 Global Administration to enable Server Based SharePoint. User needs to have Microsoft Office 365 Plan E3. Steps … Continue reading Enable SharePoint Integration and OneDrive for Business in CRM →

Introduction This article is 2nd part of the blog published earlier on CRM and Salesforce integration. In earlier blog, we have seen how we can do real-time integration from Dynamics CRM to Salesforce. In this blog we will see how to do real-time integration from Salesforce to Dynamics CRM. Requirements Let’s assume a real world … Continue reading Salesforce → CRM real-time Integration →

In past few days, we have explored more about AX 7 and came up with this blog in which we will tell you how to customize standard element in AX 7. In previous versions of AX customizing was as easy as clicking on standard element of AOT and customizing it. AX 7 is different; it … Continue reading Customization in Microsoft Dynamics AX 7 →

Introduction: After the release of Microsoft Dynamics CRM update 1, Microsoft has removed the mobile version of form and made actual form available for the Mobile/Tablet. But, since few scripts do not work on mobile/Tablet, and work fine on the Browser, Microsoft has released the guide line that should be followed while writing the scripts. … Continue reading Debug Script on Tablet/Mobile Application →

What is Interactive Service Hub? Interactive Service Dashboard is a single place where Customer Service Manager/Customer Service Representative can perform all customer service related activities. This feature is introduced in CRM Online 2016 Update and is available on CRM 2016 On Premise as well. What is not supported by Interactive Service Hub? This feature is … Continue reading Interactive Service Hub →

Consider a scenario where we want the Invoice generated in Microsoft Dynamics CRM to be saved in an ERP. In this article, we will migrate the invoice that is generated in CRM to Dynamics NAV using TIBCO Cloud Integration as Integration Tool. Prerequisite: CRM Online environment Dynamics NAV TIBCO Cloud Integration subscription TIBCO Cloud Integration … Continue reading Migration of Invoices from Microsoft Dynamics CRM to Microsoft Dynamics NAV →

Prerequisite: Power BI Desktop Tool, Power BI Online Service Purpose of the setup: Purpose of this blog is to demonstrate Row Level Security (RLS) using Power BI Procedure: To demonstrate this, we have created a Power BI Desktop file and published it to Power BI Online account. Before starting, let us assume a scenario where … Continue reading Row Level Security using Power BI →

Introduction We frequently come across requirements where customers use Dynamics CRM and Salesforce CRM and want to synchronize data between both the systems. We generally have requirements where data should flow back and forth from Dynamics CRM and Salesforce CRM. In this blog, I have focused on one way real time integration of Case entity … Continue reading CRM → Salesforce real-time integration →