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WordPress Gravity Form – Microsoft CRM Integration

This blog is about integration of Gravity Form plugin with the Microsoft Dynamics CRM. This part contains the WordPress end implementation. Gravity Forms is an advanced contact form plugin for WordPress powered websites and is used by millions of sites. Gravity form simply allows you to select your fields, configure your options and easily embed … Continue reading WordPress Gravity Form – Microsoft CRM Integration

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Incremental load using Change tracking feature of CRM 2015 Update 1 with SSIS Integration toolkit – Kingswaysoft

Change tracking is a new feature available in CRM update 1 that can help in keeping the data synchronized in source and target systems by detecting the data changes since the data was initially created or last synchronized. Change tracking is used for incremental load STEPS: Before we begin to implement change tracking, we need … Continue reading Incremental load using Change tracking feature of CRM 2015 Update 1 with SSIS Integration toolkit – Kingswaysoft

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Setup social media for Microsoft Parature

Posted On July 27, 2015 by Posted in

Purpose of this blog is to setup social media (Facebook) for Microsoft Parature. Prerequisite: Parature Enterprise license. Facebook Page on which Parature Support has to be setup. Purpose of the setup: Setting up Social media for Parature will help clients raise tickets from the social media platforms. Tickets can directly be created from social media … Continue reading Setup social media for Microsoft Parature

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CRM App for Outlook Web App (OWA)

Posted On July 24, 2015 by Posted in

Dynamics CRM App for Outlook is a lightweight Office app that you can use together with Outlook 2013 or Outlook Web App (included with Office 365). You can use the app to track incoming email in Microsoft Dynamics CRM. When you track an email message, a copy of that message is stored as an email … Continue reading CRM App for Outlook Web App (OWA)

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Add Office 365 Azure Directory into Windows Azure Part 1

In this blog we walk-through adding office 365 AD in your Windows Azure account. Blog is divided in two different parts. Part 1: Add Office 365 Active Directory into Microsoft account. Part 2: Add Office 365 Active Directory into Organization account. Pre-Requisite: Azure Subscription to the Microsoft account (Service Administrator). Global admin user of Office … Continue reading Add Office 365 Azure Directory into Windows Azure Part 1

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Images, Notes & Attachments Migration using SSIS Integration toolkit – Kingswaysoft

Note:  This article assumes experience on SSIS Integration Toolkit for Dynamics CRM and understanding of CRM Online Images, Notes and Attachment migration in CRM Online is always a challenging task. One easy way of dealing with them is to use SSIS Integration Toolkit for Dynamics CRM Images Steps: Drag and drop Dynamics CRM Source and … Continue reading Images, Notes & Attachments Migration using SSIS Integration toolkit – Kingswaysoft

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CRM data migration best practices

This blog is an effort to note down the mistakes made and lessons learned after couple of data migrations completed successfully for our clients. If you are moving from CRM on premise or any platform to CRM Online, you will need to migrate your data. First, determine which entities are being used and needs to … Continue reading CRM data migration best practices

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CRM Online Migration using SSIS

In this Blog we will walk-through the migration of Data from Microsoft Dynamics CRM (Source) to Microsoft Dynamics CRM (Target) 2015 using SSIS. We would be using SSIS Integration Toolkit for Microsoft Dynamic CRM by Kingsway Soft. We would be referring SSIS Integration Toolkit for Microsoft Dynamics CRM by Kingsway Soft as Kingsway-SSIS Toolkit. This … Continue reading CRM Online Migration using SSIS

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Folder Based E-mail Tracking in CRM 2015 Spring Update

Posted On July 17, 2015 by Posted in

Problem Statement Sales people work for multiple opportunities simultaneously and they maintain all their e-mail communications folder wise in their mailbox. Sales people uses CRM to track their opportunity/lead/account/contact data and uses their E-mail app to communicate with users through e-mail. Now, sales people wants to track those e-mails in CRM & also they want … Continue reading Folder Based E-mail Tracking in CRM 2015 Spring Update

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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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