My wish list for Dynamics has become more and more ambitious—and we keep seeing progress. In 2013, the list included a better mobile experience with Microsoft Dynamics. And Microsoft delivered, with a native app for iPad, Windows, and Android tablets. In 2014 and 2015, I asked for more functionality to be packed in the tablet … Continue reading Santa Works From His Sleigh With a New Dynamics 365 Mobile CRM App
One of the most eagerly anticipated new features in Dynamics CRM Online 2015 Update 1 is the integration with OneNote. Many Dynamics CRM users already use OneNote, so having them together and easy access to account or project specific OneNote notebooks should definitely enhance collaboration between team members. Donna Edwards wrote a great step-by-step walkthrough My recommendation to … Continue reading Planning for the CRM Online & OneNote Integration
Business Rules guide users through forms by auto-populating field values (Set Field Value), highlighting required fields (Set Business Required), restricting access to certain fields (Lock/Unlock Field) or hiding them completely (Show/Hide Field), and displaying an error message if what they entered does not make sense (Show Error Message). Up until recently, all Business Rules were causation relationships. … Continue reading A Complete Guide to Dynamics 365 Customer Engagement Business Rules and Recommendations
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 examples, errors can occur and in troubleshooting, the issue will turn out to be security role related. Even in CRM Online, this … Continue reading Microsoft Dynamics CRM Upgrades and Custom Security Roles
Microsoft Dynamics 365 has provided a wide range of new functionality to both its CRM and ERP sub-systems. Specifically, Dynamics 365 allows for slicing-and-dicing of Dynamics 365 Customer Engagement (formerly “CRM”) into 365 Apps. Microsoft Dynamics 365 Apps are combinations of Dashboards, Business Process Flows, and Entity Forms, Views, and Charts. Using the new App … Continue reading Dynamics 365 Apps with the App Designer and Sitemap Designer
Feature Difference between CRM 2011,2013 and 2015 Features CRM 2011 CRM 2013 CRM 2015 User Interface Contextual Ribbon Bar. CRM Functional groups like Sales, Services, Marketing, Workplace etc. are at bottom left of the home screen. Pop up windows are more. Ribbon Bar is replaced by top Command Bar CRM functional groups are now at … Continue reading Feature Difference between CRM 2011,2013 and 2015
Follow the below steps, Step 1: Open Visual Studio and Click on New Project. Click on Visual C# and select Console Application. Give Name to the Project and click on OK. Step 2: Goto Visual Studio Tools -> NuGet Package Manager and click on Package Manger Console. Step 3: In Package Manager Console, Copy & Paste the below command to get the required CRM … Continue reading Step by Step to connect Dynamics 365 CRM Online V9.X using C# Console Application
The .NET SDK assemblies for Dynamics 365 (online) are built on .NET Framework 4.5.2. You can use Visual Studio to build your managed code applications using .NET Framework 4.5.2 or later. Important You should build any custom client applications using Microsoft .NET Framework 4.6.2 or later. Starting with the Dynamics 365 (online), version 9.0, only … Continue reading Visual Studio and the .NET Framework for Dynamics 365 CRM Online V9.X
Click here and Try Preview of Microsoft Dynamics 365 Marketing Online. Click here for the documentation.
It is another interesting feature in Dynamics 365 V9.X. Below example is to change the Contact’s Subgrid Panel Header Color in Account Form. 1. Open Account Form and double click on Contacts Subgrid. 2. Now, we have an option to see the Panel header color to provide. By default, it is #F3F3F3 Hexadecimal color code. 3. Click here and … Continue reading How to change the Subgrid Panel header color in Dynamics 365 V9.X?
