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Category Archives: Blog

Auto Start-Stop Azure VM using Azure Automation

Posted On July 13, 2015 by Posted in

Problem Statement We a have requirement, where we want to start Azure VM every morning 8.30am and stop VM at 6.30pm excluding Saturday and Sunday. Pre-Requisite Azure subscription Virtual Machine Azure Automation Installation Activate Azure Automation Activate Azure automation from preview portal. Navigate to following URL to activate Automation. https://account.windowsazure.com/PreviewFeatures Add Automation account Select automation … Continue reading Auto Start-Stop Azure VM using Azure Automation

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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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Filtering Activity Party using Scribe Insight

Posted On July 9, 2015 by Posted in

Note:  This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online Activities like Email, Letter, phone Call etc. have Attributes of type Party List that have to be set up using Activity Party entity as the source and destination. Steps for filtering Activity Party: Select Primary data object as Activity … Continue reading Filtering Activity Party using Scribe Insight

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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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Server Side Synchronization for Synchonizing Data with Dynamics CRM

Key Technologies: Microsoft Dynamics CRM Online, Exchange Online, Outlook 2013 Introduction 1. Server Side Synchronization(SSS) is setup for Email processing between Microsoft CRM Online and Exchange Online within Office 365. 2. Appointments, Contacts and Tasks in CRM can also be synchronized using SSS. Pre-Requisites An Office 365 user must have the following licenses to setup … Continue reading Server Side Synchronization for Synchonizing Data with Dynamics CRM

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Powerful DAX CALCULATE() Function

Posted On June 24, 2015 by Admin Posted in Tagged in ,

The CALCULATE function in DAX is the magic key for many calculations we can do in PowerPivot. Below is the syntax: CALCULATE( <expression>, <filter1>, <filter2>… ) The expression that we put in the first parameter has to be evaluated to return the result (i.e. a value, not a table). For this reason, the expression is … Continue reading Powerful DAX CALCULATE() Function

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Connections migration in CRM Online through Scribe Insight

Posted On June 21, 2015 by Posted in Tagged in ,

Key Technologies: CRM Online, Scribe Insight Note: This article assumes understanding of CRM Online entities and relationships. Knowledge of Scribe insight tool for data integration. For more information on Scribe Insight refer https://www.cloudfronts.com/scribe-integrationsmigrations/ Connections can be used to define the relation between the two entities. You can have an account related to any contacts. With … Continue reading Connections migration in CRM Online through Scribe Insight

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Dimensions Group AX 2012 R3

Posted On June 17, 2015 by Posted in

Inventory dimension are used to determine physical characteristics of product, storage of products well as track inventory transactions for product. There are three type of inventory dimension group 1. Product Dimensions: Product dimensions are characteristics that serve to identify a product variant. The following table shows the storage dimensions that are available. > Size > … Continue reading Dimensions Group AX 2012 R3

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Project methodology to run a mid-size CRM Project successfully

Posted On June 16, 2015 by Posted in

A CRM project of 3 to 6 months’ time is a good medium sized project, a medium scale organization looks for. It allows them to do proper resource allocation and extend their horizon to showcase their talent to bring out the best from the venture. But, this needs to be handled well with a full … Continue reading Project methodology to run a mid-size CRM Project successfully

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UCC SAN SSL Certificate–GoDaddy/Azure

Posted On June 10, 2015 by Admin Posted in

Introduction Adding sub-domain to UCC SSL 5 certificate and revoking existing SSL Certificate. Problem Statement: We have sub-domain called salesportal.mywebsite.com hosted on windows azure. Salesportal.mywebsite.com associated with SSL binding but that SSL is expired and we want to revoke that certificate and add it to UCC SSL 5 certificate from Go-daddy. => We have salesportal.mywesite.com … Continue reading UCC SAN SSL Certificate–GoDaddy/Azure

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