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Category Archives: D365 General

Enable SharePoint Integration and OneDrive for Business in CRM

Posted On May 23, 2016 by Posted in

The blog article tells user how to integrate SharePoint and OneDrive for Business CRM to store the CRM related documents. Let’s see the steps to enable SharePoint and OneDrive for Business. Pre–requisites User needs to be Office 365 Global Administration to enable Server Based SharePoint. User needs to have Microsoft Office 365 Plan E3. Steps … Continue reading Enable SharePoint Integration and OneDrive for Business in CRM

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Salesforce → CRM real-time Integration

Introduction This article is 2nd part of the blog published earlier on CRM and Salesforce integration. In earlier blog, we have seen how we can do real-time integration from Dynamics CRM to Salesforce. In this blog we will see how to do real-time integration from Salesforce to Dynamics CRM. Requirements Let’s assume a real world … Continue reading Salesforce → CRM real-time Integration

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Customization in Microsoft Dynamics AX 7

Posted On May 23, 2016 by Sohagani Shah Posted in

In past few days, we have explored more about AX 7 and came up with this blog in which we will tell you how to customize standard element in AX 7. In previous versions of AX customizing was as easy as clicking on standard element of AOT and customizing it. AX 7 is different; it … Continue reading Customization in Microsoft Dynamics AX 7

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Debug Script on Tablet/Mobile Application

Posted On May 19, 2016 by Subhash Mahato Posted in

Introduction: After the release of Microsoft Dynamics CRM update 1, Microsoft has removed the mobile version of form and made actual form available for the Mobile/Tablet. But, since few scripts do not work on mobile/Tablet, and work fine on the Browser, Microsoft has released the guide line that should be followed while writing the scripts. … Continue reading Debug Script on Tablet/Mobile Application

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Interactive Service Hub

What is Interactive Service Hub? Interactive Service Dashboard is a single place where Customer Service Manager/Customer Service Representative can perform all customer service related activities. This feature is introduced in CRM Online 2016 Update and is available on CRM 2016 On Premise as well. What is not supported by Interactive Service Hub? This feature is … Continue reading Interactive Service Hub

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CRM → Salesforce real-time integration

Introduction We frequently come across requirements where customers use Dynamics CRM and Salesforce CRM and want to synchronize data between both the systems. We generally have requirements where data should flow back and forth from Dynamics CRM and Salesforce CRM. In this blog, I have focused on one way real time integration of Case entity … Continue reading CRM → Salesforce real-time integration

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ClickDimensions Campaign Automation

Posted On April 11, 2016 by Admin Posted in

In this article, we are going to see how ClickDimensions enables Marketers to create interactive automations based on prospects or user behaviours which will help to design unique paths for participants to follow as they interact with our messaging it also helps to create Lead-nurture marketing campaigns, Sales engagement campaigns, promotional or event campaigns, new … Continue reading ClickDimensions Campaign Automation

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ClickDimensions: Sending Customers a Specific Email Based on Form Field Submission

Posted On April 5, 2016 by Admin Posted in

In this article we are going to see how to send a specific email to a customer depending on how they answer a certain Form Field. This is something which can be easily accomplished with a workflow. In our example, we have created a form asking people which EazyAPP product they are interested in learning … Continue reading ClickDimensions: Sending Customers a Specific Email Based on Form Field Submission

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AX7-Global General Journal

Posted On March 28, 2016 by Sunil Dhing Posted in

In AX7, a new feature of Global General Journal has been released. The use of this feature is only for those companies where there are more than one legal entities in AX and the users who are doing accounting entries are same. The benefit of this feature is the user no need to switch legal … Continue reading AX7-Global General Journal

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Solution Enhancements in CRM 2016

Posted On March 22, 2016 by Posted in

Introduction In earlier versions of CRM (before 2016), when a solution was exported from one environment to another, the entity and all of its assets i.e. forms, views, relationships, visualizations, attributes etc. were exported. Exporting all unrequired assets could unintentionally modify objects on Target Environment or carry unintended dependencies. In CRM 2016, solution patches can … Continue reading Solution Enhancements in CRM 2016

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