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Category Archives: D365 General

SSO configuration for CRM Portal

Posted On November 11, 2016 by Admin Posted in

Prerequisite Internet facing Domain controller (if it’s an On-Prem DC) Setup the ADFS Role in our Domain Controller [Which will act as a IdP] Dynamic CRM online 2016 and CRM Portal Setting Up ADFS Open the ADFS Management in the server manager [Tool > AD FS Management] In AD FS Management tool, select Service > … Continue reading SSO configuration for CRM Portal

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Adding Custom CSS for Dynamics CRM portal UI

Posted On November 10, 2016 by Posted in

This blog is intended to showcase capabilities of Dynamics CRM portals to accommodate custom CSS for UI changes. For adding any custom CSS for the portal, we need to add bootstrap.min.css as a child file of “Home page” on the portal. Steps for adding CSS file on portal Step 1: Create a custom bootstrap.min.css having … Continue reading Adding Custom CSS for Dynamics CRM portal UI

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Response Routing Rules in Surveys

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

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Dynamics CRM- Rollup with Custom Hierarchies

Posted On October 26, 2016 by Admin Posted in

CRM Custom hierarchies are very useful feature for maintaining hierarchy among records and also provide nice visualization of the Hierarchies. With rollup fields and custom hierarchies have become even more useful to derive and visualize meaningful data in the hierarchy. In this blog, we will use how to leverage Rollup fields and Custom hierarchies to … Continue reading Dynamics CRM- Rollup with Custom Hierarchies

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How to remove business process flows from existing records?

Posted On October 13, 2016 by Admin Posted in

Problem Statement Many times we come to a scenario where clients ask to remove business process flows from the production environments. In such scenarios, there are chances that on the existing records, the business process flows are already set on the records. Hence even if we deactivate the business processes, we still see a yellow … Continue reading How to remove business process flows from existing records?

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How to insert hyperlink with friendly URL in Email Templates in CRM

Posted On October 13, 2016 by Posted in

Problem Statement Many times we came across the scenario to have links in email templates and make the email template better in presentation aspect with the help of HTML. This blog explains how can you add hyperlink with friendly URL in Email templates. Business Scenario ‘Adventure Works’ company wants to send email notification to case … Continue reading How to insert hyperlink with friendly URL in Email Templates in CRM

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Select your error notification preferences

Posted On October 13, 2016 by Posted in

We have observed that many times when we access CRM environment, somehow we get to see below error notifications. Most of the times these errors are not related to our custom development. So, when we are in meeting, or showing product demo to client, and if such errors occur on the screen, clients will not … Continue reading Select your error notification preferences

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Create surveys in Dynamics CRM 2016

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

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Business Process Flows in CRM

Posted On September 30, 2016 by Admin Posted in

Business Process Flows are role based process flows that guides user to navigate between entities as per the requirements. i.e. they guide users to have a step by step process divided in different stages and each stage contains different set of fields where user can enter data. Business Process Flow can also be enhanced with … Continue reading Business Process Flows in CRM

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How to Read/Write data from Azure service bus Topics/MSMQ

We had a requirement where one of our client wanted to perform the below operation. Data will read from the Azure service bus and will be written to windows MSMQ. Similarly, Data will read from windows MSMQ and will be written to Azure service bus. Introduction Client had a third party solution which used to … Continue reading How to Read/Write data from Azure service bus Topics/MSMQ

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