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 →

Azure Active Directory B2C is a cloud identity management solution for your consumer-facing web and mobile applications. It is a highly available global service that scales to hundreds of millions of consumer’s identities. Built on an enterprise-grade secure platform, Azure Active Directory B2C keeps your applications, your business, and your consumers protected. Azure Active Directory … Continue reading Configuring Azure AD B2C: Sign up and sign in for consumers in your applications on Azure →

Introduction User security can be achieved by assigning different permission sets to users. Permissions can be assigned to users as per their role. A permission set is a collection of database permissions for one or more objects in the Microsoft Dynamics NAV database and Dynamics 365 Financials that you can assign to one or more … Continue reading User Security Capabilities and Differences in NAV 2017 and Dynamics 365 Financials →

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 →

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 →

CRM Custom hierarchies are very useful feature for maintaining hierarchy among records and also provide nice visualization of the Hierarchies. 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 fields and Custom hierarchies to … Continue reading Dynamics CRM- Rollup with Custom Hierarchies →

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? →

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 →

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 →

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 →