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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

Introduction Microsoft Dynamics CRM 2016 introduces new mobility features to enhance and increase the user experience for CRM apps for both Tablet and Mobile. In our today’s blog, we will go over the mobile controls in CRM 2016. Mobile Controls In Dynamics CRM 2016, Microsoft introduced 15 UI controls that can replace standard data entry … Continue reading Mobile Controls in Dynamics CRM 2016 →

Introduction In CRM, an account or a contact can have more than 1 address out of which primary address is shown on Account/Contact form in address fields. This blog explains how can we set any other address as a primary address and show on the form. Requirement: An account can have more than 1 address … Continue reading Change Primary Address of Account/Contact records in Microsoft Dynamics CRM →