A CRM project of 3 to 6 months’ time is a good medium sized project, a medium scale organization looks for. It allows them to do proper resource allocation and extend their horizon to showcase their talent to bring out the best from the venture. But, this needs to be handled well with a full … Continue reading Project methodology to run a mid-size CRM Project successfully →

Introduction Adding sub-domain to UCC SSL 5 certificate and revoking existing SSL Certificate. Problem Statement: We have sub-domain called salesportal.mywebsite.com hosted on windows azure. Salesportal.mywebsite.com associated with SSL binding but that SSL is expired and we want to revoke that certificate and add it to UCC SSL 5 certificate from Go-daddy. => We have salesportal.mywesite.com … Continue reading UCC SAN SSL Certificate–GoDaddy/Azure →

Key Technologies: Power BI, PowerPivot, Business Intelligence Note: This article assumes experience on PowerPivot for Excel 2013/2010 Many a time data needs to be imported and processed from systems belonging to different locations and hence having different time zone. For example, consider the following scenario. A user residing in India having IST time zone might … Continue reading Resolving Time Zone Issue in PowerPivot →

Key Technologies: Scribe Insight, CRM Online Note: This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online Sources: CRM, Salesforce TASK Activities like Tasks need to be migrated and linked to an entity (Account, Contact, Lead, Opportunity and so on). For storing the GUID from CRM, perform a seek step … Continue reading Attachment and Task migration through Scribe Insight →

Key Technologies: Scribe Insight, CRM Online Note: This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online For all the Activities like Email, Letter ,Fax ,Phone Call etc. we need two packages to be set up a: Activity Entity to Activity Entity (Eg: Email to Email) [with Status= Open] b: … Continue reading Activity Party Migration using Scribe Insight →

1. To create an AIF service using Wizard, we are supposed to prepare an AOT query containing the tables with proper relations. 2. Once we generate the AIF Service using Wizard, the AxBC classes gets generated for each table present in the AOT Query. 3. AxBC classes contains the parm methods for each field as … Continue reading How to expose a field from a table NOT present in the AOT Query for an AIF service →

Office 365 groups are available with Dynamics CRM Online who don’t use CRM. In simple words, Sales team don’t have access to input important input from various people. Office 365 in this case provided a collaborative location to share documents, conversations, meetings and notes. Office 365 groups can be enabled for any entity. Important: Users … Continue reading Deploying Office 365 Groups →

1. Go to AOT. 2. There is a Form called “AifGlobalSettings”. 3. Right Click & Open the form [Refer to the below snapshot of the form] 4. There is a check box called “Enable Runtime Caching”. 5. Make sure the check box is checked else the AIF services will NOT be accessible from outside.

Before release of CRM 2015 Update 1, user needs to call different request to perform the below operation. 1. If user wants to update the records he needs to call the UpdateRequest 2. If User wants to Change the Status of record he needs to call the SetStateRequest. 3. If a user wants to change … Continue reading Enhanced Update Request in CRM 2015 Update 1 →

1. The maximum size of the XML message that AX can receive is 64kb. In order to accept the XML of bigger size, we have to configure the Inbound port.   2. The web.config is created from the configuration of the inbound port. So, in order to preserve the changes even if the Inbound port … Continue reading Configure Inbound Port in AX 2012 to handle Bigger size XML coming inside via AIF →