Business Process Flows in CRM
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...
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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...
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Integrating Data to Multiple Dynamics AX7 Legal Entities using TIBCO Cloud Integration
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...
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Download SharePoint file programmatically without sharing it – Dynamics CRM and ADX portal or custom portal
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...
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CRM Portal and SharePoint Integration
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...
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Feedback and Rating in CRM 2016 Update 1
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....
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Introduction to Azure Event Hubs
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...
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How to register Plugin Dynamically?
Problem Definition How to register the steps of the plugin Dynamically (programmatically). Introduction Generally, after the plugin development, users register the plugin and steps using plugin registration tool provided by the CRM SDK. But, in certain cases it is possible that the user may need to register the step in...
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Contractor access in PM Solution
Summary This feature enables administrator to provide access to contractor using Project Management solution. User (contractor) should be able to see only assigned projects, tasks, billing codes and easily be able to enter time against project. User will not able to see any value in money fields present on project/task/billing...
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Company News Timeline for Phones and Tablets in CRM 2016 Update 1
Introduction This feature enables users to get the latest news about the customers on Phone or Tablets. Users can now view the news related to Account, Lead, Contact, or Opportunity in CRM. You can now view news related to an Account, Lead, Contact or Opportunity in the CRM app on...
