In this article, we will review the new and improved out-of-the-box capabilities to generate documents that contain data from CRM records. Users can now create Word and Excel templates for letters, agreements, quotes, invoices and other, in just a single click! Out of the box Templates Out of the box, here are the templates Microsoft … Continue reading Document Generation in Dynamics CRM 2016 →

Prerequisite: Power BI Desktop Tool and knowledge on DAX functions Purpose of the Setup: To learn how we can leverage DAX functions to create complex Power BI reports. Here we will be looking at different DAX functions for the below mentioned reports in Power BI; Calculate and compare Sales Figure by Day Calculate and compare … Continue reading Complex Power BI Reports using DAX Functions →

Introduction With the release of Web API, Dynamics CRM now allows developers to build robust solutions and integrations using modern REST APIs consumed through OData. While working on a CRM customization by leveraging the Web API, we found an issue that causes the API to stop working when we use the Alternate Key with the … Continue reading Known issue when using Web API with Alternate key feature →

Prerequisite: Power BI Desktop Tool, PostgreSQL Database, pgAdmin III, Visual Studio 2008 or higher Introduction Power BI supports connectivity to different databases such as SQL Server, MySQL, Oracle and many more (list of all supported databases given here ). By providing necessary details such as server name, database name, username & password, you can easily … Continue reading Power BI Connectivity to PostgreSQL →

We have been hearing a lot about Agile Methodology for project implementation. But, we also need to see if it is the right choice for Dynamics world. Agile in short says “Do not wait till end, rather let’s see the deliverable in pieces”. Well, that’s justified too. Clients here get to see their baby at … Continue reading Agile project implementation methodology at CloudFronts →

Currently in Microsoft Dynamics CRM, customer service representative creates a case to track a customer request, question, or a problem. All actions and communications can be tracked in the case entity. ID field in Case entity is automatically generated and default format is CAS-00034-Z7M9F7. This kind of Case ID will not be meaningful for many users and … Continue reading Custom Auto Number for Cases →

Prerequisite: Azure Subscription, SQL Server Management Studio (SSMS), Azure Explorer What is Azure Data Factory? Data Factory is a cloud-based data integration service that orchestrates and automates the movement and transformation of data. Data Factory works across on-premises and cloud data sources and SaaS to ingest, prepare, transform, analyze, and publish your data. You can … Continue reading Data Movement using Azure Data Factory →

The Date and Time data type is used in many times such as Project Start Date, Project End Date, Date of Birth, anniversaries etc. Before the Update, CRM stored all date and time values with the user’s local time zone information. This included User Local format.  The system converted the users’ local time zone to … Continue reading Date/Time fields in Microsoft Dynamics CRM 2015 Update 1 →

Enhanced Business Process Flow 2015 Business Process Flow was introduced in Microsoft dynamics CRM in 2013. Business Process Flows in CRM guides users through each step in a defined process to clearly see what steps have been completed, and what needs to happen next. Each stage in a Business Process Flow can be configured to … Continue reading Enhanced Business Process Flow →

Filters plays a very important role in getting the data in a fast and easy manner. AX is designed in such a way that the filters can be used on all the forms. The user can filter the data by providing syntax in the filter field available on the form or by clicking Ctrl+ G. … Continue reading Filters available in AX 2012 →