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Category Archives: D365 General

Custom Auto Number for Cases

Posted On December 1, 2015 by Admin Posted in

Currently in Microsoft Dynamics CRM, customer service representative creates a case to track a customer request, question, or a problem. All actions and communications can be tracked in the case entity. ID field in Case entity is automatically generated and default format is CAS-00034-Z7M9F7. This kind of Case ID will not be meaningful for many users and … Continue reading Custom Auto Number for Cases

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Date/Time fields in Microsoft Dynamics CRM 2015 Update 1

Posted On November 16, 2015 by Admin Posted in

The Date and Time data type is used in many times such as Project Start Date, Project End Date, Date of Birth, anniversaries etc. Before the Update, CRM stored all date and time values with the user’s local time zone information. This included User Local format.  The system converted the users’ local time zone to … Continue reading Date/Time fields in Microsoft Dynamics CRM 2015 Update 1

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Enhanced Business Process Flow

Posted On November 5, 2015 by Admin Posted in

Enhanced Business Process Flow 2015 Business Process Flow was introduced in Microsoft dynamics CRM in 2013. Business Process Flows in CRM guides users through each step in a defined process to clearly see what steps have been completed, and what needs to happen next. Each stage in a Business Process Flow can be configured to … Continue reading Enhanced Business Process Flow

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Filters available in AX 2012

Posted On November 2, 2015 by Admin Posted in

Filters plays a very important role in getting the data in a fast and easy manner. AX is designed in such a way that the filters can be used on all the forms. The user can filter the data by providing syntax in the filter field available on the form or by clicking Ctrl+ G. … Continue reading Filters available in AX 2012

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Connect to an external database using X++ code in AX 2012

Posted On November 2, 2015 by Admin Posted in

Below are the steps to be performed, To connect to an external database using ODBC connection, first create a DSN. To create a DSN refer the link https://support.microsoft.com/en-us/kb/300596 Write the below code: Note : The database login credentials are given in the DSN. You can use windows credentials or provide SQL credentials, if required. In … Continue reading Connect to an external database using X++ code in AX 2012

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Solutions to Frequent JavaScript Errors in CRM 2015 Update 1

Posted On October 12, 2015 by Admin Posted in Tagged in ,

In this Blog we will walk-through how to resolved CRM 2015 update 1 JavaScript Errors. Below is list of common errors. 1. ‘$ is not defined’ or ‘jQuery is not defined’ Description: You will get above error if you have ever used jQuery function in your JavaScript code. In earlier version of the CRM, we can … Continue reading Solutions to Frequent JavaScript Errors in CRM 2015 Update 1

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Dynamics CRM 2016 Fall Preview Features

Posted On October 5, 2015 by Admin Posted in

The 2016 fall preview will be a major release for Online and on premise customers which will emphasis on providing end-to-end Customer Engagement solutions from Microsoft Dynamics. This blog article will put light on capabilities of the Dynamics 2016 release. Marketing SMS Marketing SMS Marketing is focused on both – Inbound and Outbound SMS marketing … Continue reading Dynamics CRM 2016 Fall Preview Features

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Setup Chat for Parature

Posted On September 30, 2015 by Posted in

Purpose of this blog is to set up Chat Channel for Microsoft Parature. Prerequisite: Parature Enterprise license. Purpose of the set up: Setting up Chat channel for Microsoft Parature will help clients have direct live interaction with Customer Service Representatives (CSR’s) addressing their issues. Steps to set up Chat channel for Parature: Ensure Chat Supervisor … Continue reading Setup Chat for Parature

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Sending recurring reminder emails using CRM tasks

Posted On September 11, 2015 by Posted in

We often have need to send recurring reminders to our users, customers from CRM. We can do it using below solution wherein we will create a task for the reminder. Deletion of which will send out a Reminder Email. For deletion of task we will create a Bulk Delete task, which will run in recurrence. … Continue reading Sending recurring reminder emails using CRM tasks

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Sharing Customer/Vendor Information across multiple legal entities by using Global Address Book AX 2012

Posted On August 31, 2015 by Admin Posted in

Global Address Book allows Customer/Vendor information mainly addresses and contact details to share across multiple legal entities. For example: Customer/Vendor of one legal entity may be Customer/Vendor in other legal entity or Customer in one legal entity may be vendor in same legal entity etc. In below scenarios explain on how we can share Customers, … Continue reading Sharing Customer/Vendor Information across multiple legal entities by using Global Address Book AX 2012

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