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Category Archives: Dynamics 365

Debug Script on Tablet/Mobile Application

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

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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Track Event Participation

Introduction In this blog, we are going to discuss how to create a ClickDimensions Event Participation record from WordPress plugin Gravity Forms. Pre requisites In order to create Event Participation record User must have Gravity Forms plugin ClickDimensions entities (Events and Event Participation) Requirement We had a client with requirement that whenever a user registers … Continue reading Track Event Participation

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Inventory Posting AX 7

Posted On March 8, 2016 by Posted in

Posting account use for the setup ledger account for automatic ledger transactions which are generated from Inventory transactions. In AX 7 posting name has been changed for Sales, Purchase, Inventory and Production. Below are posting name differences in AX 2012 and AX 7. In AX 7 Posting names are more logical and easy to understand. … Continue reading Inventory Posting AX 7

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Auto Complete feature in CRM 2016

Introduction In this blog we are going to discuss about the new Auto completion feature of CRM 2016. First, a disclaimer – the term ‘autocomplete’ might be a bit misleading since the field is not automatically completed but instead you can select the suggested item from the list. Requirement To use the Country text field … Continue reading Auto Complete feature in CRM 2016

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