Define alternate keys for an entity
With the release of Microsoft 2015 Update 1 Microsoft has released lots of exciting features, one of them is alternate key. Traditionally we use CRM primary field to identify the records. All Microsoft dynamics entities has unique identifier known as GUID. This GUID is the Primary key of particular record. When we want to integrate … Continue reading Define alternate keys for an entity
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Microsoft Dynamics CRM 2015 Web API
Microsoft has released the Dynamics CRM Web API with the 2015 Spring Update. The purpose of this blog article is to demonstrate the use of the CRM Web API for performing different data operations. Before we begin using the Web API there are a few pre-requisites. Azure Subscription Dynamics CRM 2015 Update 1 Dynamics CRM … Continue reading Microsoft Dynamics CRM 2015 Web API
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Integrating Parature Knowledge Base with Dynamics CRM
The purpose of this blog is to help integrate Dynamics CRM online with Parature Knowledge Base(KB). By integrating Parature KB with CRM, Users will be able to access the Articles in created in Parature without changing the applications. Pre-Requisite: CRM Online with Spring release update Parature Enterprise license Parature account under same O365 tenant as … Continue reading Integrating Parature Knowledge Base with Dynamics CRM
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Auto Start-Stop Azure VM using Azure Automation
Problem Statement We a have requirement, where we want to start Azure VM every morning 8.30am and stop VM at 6.30pm excluding Saturday and Sunday. Pre-Requisite Azure subscription Virtual Machine Azure Automation Installation Activate Azure Automation Activate Azure automation from preview portal. Navigate to following URL to activate Automation. https://account.windowsazure.com/PreviewFeatures Add Automation account Select automation … Continue reading Auto Start-Stop Azure VM using Azure Automation
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Redesigned Import/Export capabilities in CRM 2015 Spring Update
Today I will be explaining about the new design of Import/Export feature in Dynamics CRM. Also I will introduce you with Immersive Excel Experience released in Update 1 of CRM 2015. Challenges in old design Before introducing to new enhancements in Import/Export design of CRM 2015, we will go through challenges users are facing in … Continue reading Redesigned Import/Export capabilities in CRM 2015 Spring Update
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Filtering Activity Party using Scribe Insight
Note: This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online Activities like Email, Letter, phone Call etc. have Attributes of type Party List that have to be set up using Activity Party entity as the source and destination. Steps for filtering Activity Party: Select Primary data object as Activity … Continue reading Filtering Activity Party using Scribe Insight
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Role Based forms
In this blog, we will learn how to use Role based forms in Dynamics CRM and the best practices that should be followed when using Role based forms. What are Role Based forms Microsoft Dynamics CRM allows configuration of security roles in Entity forms. It is quite a common requirement for organizations where they want … Continue reading Role Based forms
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Server Side Synchronization for Synchonizing Data with Dynamics CRM
Key Technologies: Microsoft Dynamics CRM Online, Exchange Online, Outlook 2013 Introduction 1. Server Side Synchronization(SSS) is setup for Email processing between Microsoft CRM Online and Exchange Online within Office 365. 2. Appointments, Contacts and Tasks in CRM can also be synchronized using SSS. Pre-Requisites An Office 365 user must have the following licenses to setup … Continue reading Server Side Synchronization for Synchonizing Data with Dynamics CRM
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Powerful DAX CALCULATE() Function
The CALCULATE function in DAX is the magic key for many calculations we can do in PowerPivot. Below is the syntax: CALCULATE( <expression>, <filter1>, <filter2>… ) The expression that we put in the first parameter has to be evaluated to return the result (i.e. a value, not a table). For this reason, the expression is … Continue reading Powerful DAX CALCULATE() Function
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Connections migration in CRM Online through Scribe Insight
Key Technologies: CRM Online, Scribe Insight Note: This article assumes understanding of CRM Online entities and relationships. Knowledge of Scribe insight tool for data integration. For more information on Scribe Insight refer https://www.cloudfronts.com/scribe-integrationsmigrations/ Connections can be used to define the relation between the two entities. You can have an account related to any contacts. With … Continue reading Connections migration in CRM Online through Scribe Insight