Introduction: In this blog, we shall see how a user can install the ‘LinkedIn Sales Navigator’ on their MS D365 CRM online environment. Pre-Requisites: D365 CRM Online Environment MSDynamics 2016 and 365 Widget Rar File. Procedure: The following are the steps to Install the LinkedIn widget to Microsoft CRM D365 Step1: The user will have … Continue reading Installation Procedure of LinkedIn Sales Navigator on MS D365 CRM Online →

Introduction: With themes in D365, organizations have the ability to uniquely brand the D365 System with supported way to apply organization’s logo and colour choices to the application. Themes: Themes in D365 can be incorporated in several simple steps, Step 1: Under Settings, select Customizations and then Themes. Step 2: By default, D365 default theme … Continue reading Themes in D365 →

In this article, we are going to compare features of Microsoft Flow and Zapier. Real Time Integration: Microsoft Flow: Flow gets automatically triggered based on create/update/delete record defined in the workflow. Note: Triggers for Create, Delete and Update are available Zapier: Zap gets automatically triggered based on create record defined in the workflow. Note: Trigger … Continue reading Comparing Integration Platforms: Microsoft Flow vs Zapier →

In this blog, we shall see how can a user can write a JavaScript Code and where exactly should the user place the code in order to customize the D365 CRM Portal for version 8.0+. Pre-Requisites: D365 CRM Portals D365 CRM Environment Scenario: The user is often confused as to where exactly should he write … Continue reading Using JavaScript and where to write it in D365 CRM Portals →

In today’s world of more informed and aware customers, the most effective way of meeting the ever-increasing demands of the customers is to go for Microsoft Dynamics CRM Sales Process. The process not only gives you a crystal clear understanding of the customer needs but also gives you insights to engage more effectively with them … Continue reading How to call a Web Service from Plugin in Dynamics CRM →

In this blog article, I will explain about the new updates of Power BI related to Relative Date Slicer. In this introduce a new feature in date as Relative Date Slicer. In this update they previewing a relative date slicer, which lets you filter based on the last 1 or more years, months, weeks, or … Continue reading Power BI New Update: Relative Date Slicer →

Microsoft Dynamics Nav integration is a default integration setup for Dynamics Nav that gives an option to integrate and use Microsoft Dynamics CRM entities with itself. The only thing that needs to be done for the integration is to enable the default integration setup after which you are good to go. After the successful integration, … Continue reading Set up Single Sign-on in Dynamics NAV with Office 365 using Windows PowerShell →

Introduction: Info code is used to capture additional information and Point of Sales. It Prompt Point of sales User to enter information at time various action on Point of Sales. This various can be like, Sales transaction, Return, payment method, customer. In this blog we demonstrate info code setup on Sales return Product. Scenario: Customer … Continue reading Info Code Setup in Dynamics 365 Retail →

Introduction: This blog explains how to define relationship between Entities in Scribe Connector CDK. Problem Statement: We often get requirement from Client to define relationships between entities in custom Scribe Connector Solution: Below is code snippet which explains how to define relationship between Customer and Contact. Step 1: Define child enity (Contact) Object definintion and … Continue reading Entity Relationship in Scribe Connector CDK →

This is an awesome feature, which helps to capture the signature on mobile and tablet devices. Display the signature on the report: We can create report which will display an image captured by Pen control. Before moving towards the solution, mentioned below are the steps to setup the environment/Pen control. We added one multi-line text … Continue reading How to show signature accepted using Pen Control in Reports – Dynamics CRM/365 →