Introduction: In this blog, we will have a look on how the records can be retrieved from NetSuite on basis of a custom field value. Scenario: We had a client with requirement to integrate their NetSuite environment to CRM environment. The integration process from NetSuite basically triggers on the scheduled time set on the server … Continue reading Retrieve records from NetSuite on basis of Custom field value →

Introduction: In this blog, we are going to discuss the new feature of Dynamics 365 for form and field Notifications. The new method basically provides similar functionality like recommendation action in Business Rule. Method: addNotification This method displays an error or recommendation notification for a control. Based on the notification option selected specify actions. On … Continue reading Add Notification method in Dynamics 365 forms →

Introduction: In this blog, we are going to discuss how to set a party list field using JavaScript in Dynamics CRM. Many times, there is a requirement that any email send from CRM must be send from a specific user, irrespective of the user logged in to CRM. Scenario: In the Incident Management, there is … Continue reading Set Party List field using JavaScript in Dynamics CRM →

Introduction: In this blog, we are going to discuss how to find the users having the System Administrator role. This can be done using the basic feature of CRM. Instead of checking all the Users separately and identifying the System Administrator(s) we can utilize the CRM feature of Advance Find. Steps: Step 1: Login to … Continue reading Identify Users with System Administrator Role →

Microsoft made some Developer Experience Updates in different tools and Web API in order to enhance the CRM functionality and also fixed the bugs addressed to Microsoft in previous release. 1. Authentication Existing authentication flows require username + password –> Requires password maintenance –> Requires user license Server to Server Authentication –>Available in Fall 2016 … Continue reading D365 Learn Developer experience updates →

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 →

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 →

Introduction Voice of the Customer features creating and sending out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case. In this blog we … Continue reading Voice of the Customer for Dynamics CRM 2016 →

Introduction In this blog, we are going to discuss how to create a ClickDimensions Event Participation record from WordPress plugin Gravity Forms. Pre requisites In order to create Event Participation record User must have Gravity Forms plugin ClickDimensions entities (Events and Event Participation) Requirement We had a client with requirement that whenever a user registers … Continue reading Track Event Participation →

Introduction In this blog we are going to discuss about the new Auto completion feature of CRM 2016. First, a disclaimer – the term ‘autocomplete’ might be a bit misleading since the field is not automatically completed but instead you can select the suggested item from the list. Requirement To use the Country text field … Continue reading Auto Complete feature in CRM 2016 →