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Category Archives: D365 General

Integrating Parature Knowledge Base with Dynamics CRM

Posted On July 16, 2015 by Posted in

The purpose of this blog is to help integrate Dynamics CRM online with Parature Knowledge Base(KB). By integrating Parature KB with CRM, Users will be able to access the Articles in created in Parature without changing the applications. Pre-Requisite: CRM Online with Spring release update Parature Enterprise license Parature account under same O365 tenant as … Continue reading Integrating Parature Knowledge Base with Dynamics CRM

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Redesigned Import/Export capabilities in CRM 2015 Spring Update

Posted On July 13, 2015 by Posted in

Today I will be explaining about the new design of Import/Export feature in Dynamics CRM. Also I will introduce you with Immersive Excel Experience released in Update 1 of CRM 2015. Challenges in old design Before introducing to new enhancements in Import/Export design of CRM 2015, we will go through challenges users are facing in … Continue reading Redesigned Import/Export capabilities in CRM 2015 Spring Update

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Role Based forms

Posted On July 7, 2015 by Posted in

In this blog, we will learn how to use Role based forms in Dynamics CRM and the best practices that should be followed when using Role based forms. What are Role Based forms Microsoft Dynamics CRM allows configuration of security roles in Entity forms. It is quite a common requirement for organizations where they want … Continue reading Role Based forms

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