Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 129

ClickDimensions Campaign Automation

Posted On April 11, 2016 by Admin Posted in

In this article, we are going to see how ClickDimensions enables Marketers to create interactive automations based on prospects or user behaviours which will help to design unique paths for participants to follow as they interact with our messaging it also helps to create Lead-nurture marketing campaigns, Sales engagement campaigns, promotional or event campaigns, new … Continue reading ClickDimensions Campaign Automation

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ClickDimensions: Sending Customers a Specific Email Based on Form Field Submission

Posted On April 5, 2016 by Admin Posted in

In this article we are going to see how to send a specific email to a customer depending on how they answer a certain Form Field. This is something which can be easily accomplished with a workflow. In our example, we have created a form asking people which EazyAPP product they are interested in learning … Continue reading ClickDimensions: Sending Customers a Specific Email Based on Form Field Submission

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Enhancements to Power BI Direct Query Mode

Posted On March 31, 2016 by Posted in

Prerequisite: Power BI Desktop tool, SQL Server Database Purpose of the setup: Purpose of this blog is to demonstrate connecting SQL as a data source to Power BI Desktop Tool using Direct Query Mode. Procedure: To get this done we have created a Power BI Desktop Tool file with source data of SQL file connected … Continue reading Enhancements to Power BI Direct Query Mode

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AX7-Global General Journal

In AX7, a new feature of Global General Journal has been released. The use of this feature is only for those companies where there are more than one legal entities in AX and the users who are doing accounting entries are same. The benefit of this feature is the user no need to switch legal … Continue reading AX7-Global General Journal

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Solution Enhancements in CRM 2016

Posted On March 22, 2016 by Posted in

Introduction In earlier versions of CRM (before 2016), when a solution was exported from one environment to another, the entity and all of its assets i.e. forms, views, relationships, visualizations, attributes etc. were exported. Exporting all unrequired assets could unintentionally modify objects on Target Environment or carry unintended dependencies. In CRM 2016, solution patches can … Continue reading Solution Enhancements in CRM 2016

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Track Event Participation

Introduction In this blog, we are going to discuss how to create a ClickDimensions Event Participation record from WordPress plugin Gravity Forms. Pre requisites In order to create Event Participation record User must have Gravity Forms plugin ClickDimensions entities (Events and Event Participation) Requirement We had a client with requirement that whenever a user registers … Continue reading Track Event Participation

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Inventory Posting AX 7

Posted On March 8, 2016 by Posted in

Posting account use for the setup ledger account for automatic ledger transactions which are generated from Inventory transactions. In AX 7 posting name has been changed for Sales, Purchase, Inventory and Production. Below are posting name differences in AX 2012 and AX 7. In AX 7 Posting names are more logical and easy to understand. … Continue reading Inventory Posting AX 7

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Embedding Power BI Reports in CRM Online Dashboard

Posted On March 4, 2016 by Posted in

Prerequisite: Power BI Desktop Tool, Power BI Online, CRM Online and HTML Purpose of the Setup: Purpose of this setup is to embed interactive Power BI reports in CRM Online Dashboard so that it can be viewed by end users directly within CRM Online instead of login into Power BI account. Find the steps given … Continue reading Embedding Power BI Reports in CRM Online Dashboard

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Auto Complete feature in CRM 2016

Introduction In this blog we are going to discuss about the new Auto completion feature of CRM 2016. First, a disclaimer – the term ‘autocomplete’ might be a bit misleading since the field is not automatically completed but instead you can select the suggested item from the list. Requirement To use the Country text field … Continue reading Auto Complete feature in CRM 2016

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Mobile Controls in Dynamics CRM 2016

Posted On February 12, 2016 by Posted in

Introduction Microsoft Dynamics CRM 2016 introduces new mobility features to enhance and increase the user experience for CRM apps for both Tablet and Mobile. In our today’s blog, we will go over the mobile controls in CRM 2016. Mobile Controls In Dynamics CRM 2016, Microsoft introduced 15 UI controls that can replace standard data entry … Continue reading Mobile Controls in Dynamics CRM 2016

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