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Category Archives: Blog

CRM Online Migration using SSIS

In this Blog we will walk-through the migration of Data from Microsoft Dynamics CRM (Source) to Microsoft Dynamics CRM (Target) 2015 using SSIS. We would be using SSIS Integration Toolkit for Microsoft Dynamic CRM by Kingsway Soft. We would be referring SSIS Integration Toolkit for Microsoft Dynamics CRM by Kingsway Soft as Kingsway-SSIS Toolkit. This … Continue reading CRM Online Migration using SSIS

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Folder Based E-mail Tracking in CRM 2015 Spring Update

Posted On July 17, 2015 by Posted in

Problem Statement Sales people work for multiple opportunities simultaneously and they maintain all their e-mail communications folder wise in their mailbox. Sales people uses CRM to track their opportunity/lead/account/contact data and uses their E-mail app to communicate with users through e-mail. Now, sales people wants to track those e-mails in CRM & also they want … Continue reading Folder Based E-mail Tracking in CRM 2015 Spring Update

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Define alternate keys for an entity

With the release of Microsoft 2015 Update 1 Microsoft has released lots of exciting features, one of them is alternate key. Traditionally we use CRM primary field to identify the records. All Microsoft dynamics entities has unique identifier known as GUID. This GUID is the Primary key of particular record. When we want to integrate … Continue reading Define alternate keys for an entity

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Microsoft Dynamics CRM 2015 Web API

Posted On July 17, 2015 by Admin Posted in

Microsoft has released the Dynamics CRM Web API with the 2015 Spring Update. The purpose of this blog article is to demonstrate the use of the CRM Web API for performing different data operations. Before we begin using the Web API there are a few pre-requisites. Azure Subscription Dynamics CRM 2015 Update 1 Dynamics CRM … Continue reading Microsoft Dynamics CRM 2015 Web API

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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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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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