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DID YOU KNOW? Connecting a Microsoft Dynamics CRM on-premises deployment to...
Yammer gives colleagues at your organization a central place to have conversations, create and edit documents, and share information without sending a single email or attending any meetings. After...
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Convert XrmServiceContext to the IOrganizationService
A Quick post, If you use the Early Bound and you use the XrmContext strong-typed type method, but you think you miss the way you initialize the IOrganizationService in CRM, you can convert it by typing...
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How to Solve: Could not load type 'Xrm.XrmServiceContext'
Problem IntroductionIt is very often to see this error, especially when you are developing a custom app/website connecting to CRM using Portal Extension method or Simplified Connection.And actually, I...
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MS CRM 2015 Update 1 Changes in Site Icon, Theme, and Navigation
Now, you can try the MS CRM 2015 Update 1 trial by signing up the CRM Online Trial for 30 days.In this post, i would like to underline about the changes in term of main User Interface.Site IconIf you...
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CRM 2015 Update 1: Sitemap Entity Color
Change the Sitemap ColorPreviously, in the forum, many people ask why this entity has this color while other has different color? But, custom entity has the same color?Custom Entity in previous...
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CRM 2015 Update 1: Exploring and Understanding Themes Deeper
Theme?Theme is new feature and also new entity introduce in CRM 2015 Update 1.This is coming as the new trend and becoming fewer in term of the new improvement in UI design for most CRM User, who has...
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CRM 2015 Update 1: Themes and UI Mapping Dictionary
Here is the mapping between actual UI and the Theme Attributes value in new CRM 2015 Update 1 versionNavigation BarForm NavigationEntity View navigationForm#1 System User Form (as Example)#2 Case With...
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Microsoft Dynamics CRM 2015 – How To Enhance Global Search by Adding/Removing...
The global search functionality in Microsoft Dynamics CRM is a great tool for looking up information in a fast and efficient way. Just type in a word and the global search will pull up every entity...
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Customizing Lead Qualification Process in CRM 2015
This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical...
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Tips: CRM C# Create Validated Parent and Child Records at Once as one Big...
Business RequirementOften, we have requirement to create records which are having Parent and Child Relationship.For example, Transaction and Transaction Detail (custom entities), Quote and Quote...
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#MobileCRM: Am I missing something? – part 4
In this series of articles I’m exploring the mobile Dynamics CRM app. In the previous article I compared the apps for iOS, Windows Phone and Android. In this article I’m going to take a look...(read more)
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Tip #384: Billable emails
Would you like to make your emails billable? Of course, you would. Add the field(s) dealing with the billing information and you’re all set, right? Not so fast. The problem is that tracked emails...
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Microsoft Dynamics Partner Roundup; New AX document management, CRM sales...
In this week's Microsoft Dynamics partner news roundup: Axiopea Rolls Out Document Management Solution for Dynamics AX; ConnectAndSell Announces InstantResponse Integration to Dynamics CRMCity of...
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CTI integration between CRM USD and Microsoft Lync - Part 1
Last year, Microsoft released USD (Unified Service Desk) for CRM 2013. USD is a framework to build contact centre applications to provides a unified view of customer data stored in CRM and other...
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Microsoft Dynamics CRM Upgrades and Custom Security Roles
During a CRM Upgrade, especially across multiple versions, it is imperative to review and likely recreate custom security roles. You might think this is extra work, but as you will see in several...
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Invoice and Invoice Line data import in Dynamics CRM
Recently I found that many people have issues importing old Invoices either from legacy system into Dynamics CRM. This is manly in scenarios where Products are not maintained in CRM. In this case...
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Dynamics CRM Theme Generator
The Dynamics CRM 2015 Online Update 1 introduced a new feature called "Themes" to customize some aspects of the Dynamics CRM User Interface.Because it's necessary every time to preview the changes in...
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