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Category Archives: Blog

Select your error notification preferences

Posted On October 13, 2016 by Posted in

We have observed that many times when we access CRM environment, somehow we get to see below error notifications. Most of the times these errors are not related to our custom development. So, when we are in meeting, or showing product demo to client, and if such errors occur on the screen, clients will not … Continue reading Select your error notification preferences

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Create surveys in Dynamics CRM 2016

Introduction After installing the Voice of Customer solution you can create the surveys based on your requirement. We had a requirement to create a survey for employees. Employees will fill the surveys and provide a feedback about the job satisfaction, relations with Managers, attitude towards the work environment depending on the questions specified in the … Continue reading Create surveys in Dynamics CRM 2016

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Voice of the Customer for Dynamics CRM 2016

Introduction Voice of the Customer features creating and sending out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case. In this blog we … Continue reading Voice of the Customer for Dynamics CRM 2016

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Business Process Flows in CRM

Posted On September 30, 2016 by Admin Posted in

Business Process Flows are role based process flows that guides user to navigate between entities as per the requirements. i.e. they guide users to have a step by step process divided in different stages and each stage contains different set of fields where user can enter data. Business Process Flow can also be enhanced with … Continue reading Business Process Flows in CRM

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How to Read/Write data from Azure service bus Topics/MSMQ

We had a requirement where one of our client wanted to perform the below operation. Data will read from the Azure service bus and will be written to windows MSMQ. Similarly, Data will read from windows MSMQ and will be written to Azure service bus. Introduction Client had a third party solution which used to … Continue reading How to Read/Write data from Azure service bus Topics/MSMQ

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Integrating Data to Multiple Dynamics AX7 Legal Entities using TIBCO Cloud Integration

Posted On September 7, 2016 by Admin Posted in

Introduction: A single Microsoft Dynamics AX7 database can contain multiple individual company accounts. Each company account in an application uses the same application logic, but has its own set of data for tables. Data that is stored in one company account cannot be accessed from other companies. So, for Integrating data into these multiple individual … Continue reading Integrating Data to Multiple Dynamics AX7 Legal Entities using TIBCO Cloud Integration

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Download SharePoint file programmatically without sharing it – Dynamics CRM and ADX portal or custom portal

Posted On August 18, 2016 by Admin Posted in

This blog intends to able to download a SharePoint file without sharing it using Dynamics CRM and (optionally on-prem ADX portal since we can use below approach in custom portal as well). Many times we come across scenarios where we want to share SharePoint documents with end users on web portals without give them sharing … Continue reading Download SharePoint file programmatically without sharing it – Dynamics CRM and ADX portal or custom portal

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CRM Portal and SharePoint Integration

Posted On August 17, 2016 by Posted in

Pre-requisites: CRM 2016 online Portal SharePoint Online CRM Online 2016 [With System Administrator or System Customizer role] In this blog, we will demonstrate how to user SharePoint Document Library for Document Management Using CRM 2016 Online Portal, where you can upload the document directly to SharePoint. Steps for CRM Portal Share Point Integration Step 1: … Continue reading CRM Portal and SharePoint Integration

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Feedback and Rating in CRM 2016 Update 1

Posted On August 16, 2016 by Posted in

Microsoft Dynamics Update 1, provides a new option to track the feedback and ratings for the records that are present in CRM i.e. allows customers to write feedback and track response or provide rating for a particular record. Select the Entity for which you want to track Feedback for e.g. Accounts. So a new option … Continue reading Feedback and Rating in CRM 2016 Update 1

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Introduction to Azure Event Hubs

Posted On August 8, 2016 by Posted in

Overview Microsoft Azure Event Hubs is a managed platform service that can intake a large amounts of data for various scenarios. It is a highly scalable, low latency and highly-scalable data ingest system. Data is ingested here in the form of events. Event Publishers submit data to the Event Hub and Event Consumers consume the … Continue reading Introduction to Azure Event Hubs

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