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 →

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 →

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 →

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 →

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 →