Add or Edit Power BI Tiles in CRM Dashboard
Prerequisite: Latest CRM Update1 version environment account (purchase account not in trial account), Power BI account Purpose of the setup: Embed Power BI tile in CRM dashboard. Procedure: Here we have a CRM Update1 purchase account where I will be demonstrating the new feature in CRM where we can embed...
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Login Based Security in Power BI
Prerequisite: Power BI Desktop Tool, Power BI Online Service Purpose of the setup: Purpose of this blog is to demonstrate USERNAME () function with Row Level Security (RLS) using Power BI to get the dynamic security when users login. Procedure: To demonstrate this, we have created a Power BI Desktop...
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Enable SharePoint Integration and OneDrive for Business in CRM
The blog article tells user how to integrate SharePoint and OneDrive for Business CRM to store the CRM related documents. Let’s see the steps to enable SharePoint and OneDrive for Business. Pre–requisites User needs to be Office 365 Global Administration to enable Server Based SharePoint. User needs to have Microsoft...
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Salesforce → CRM real-time Integration
Introduction This article is 2nd part of the blog published earlier on CRM and Salesforce integration. In earlier blog, we have seen how we can do real-time integration from Dynamics CRM to Salesforce. In this blog we will see how to do real-time integration from Salesforce to Dynamics CRM. Requirements...
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Customization in Microsoft Dynamics AX 7
In past few days, we have explored more about AX 7 and came up with this blog in which we will tell you how to customize standard element in AX 7. In previous versions of AX customizing was as easy as clicking on standard element of AOT and customizing it....
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Debug Script on Tablet/Mobile Application
Introduction: After the release of Microsoft Dynamics CRM update 1, Microsoft has removed the mobile version of form and made actual form available for the Mobile/Tablet. But, since few scripts do not work on mobile/Tablet, and work fine on the Browser, Microsoft has released the guide line that should be...
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Interactive Service Hub
What is Interactive Service Hub? Interactive Service Dashboard is a single place where Customer Service Manager/Customer Service Representative can perform all customer service related activities. This feature is introduced in CRM Online 2016 Update and is available on CRM 2016 On Premise as well. What is not supported by Interactive...
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Migration of Invoices from Microsoft Dynamics CRM to Microsoft Dynamics NAV
Consider a scenario where we want the Invoice generated in Microsoft Dynamics CRM to be saved in an ERP. In this article, we will migrate the invoice that is generated in CRM to Dynamics NAV using TIBCO Cloud Integration as Integration Tool. Prerequisite: CRM Online environment Dynamics NAV TIBCO Cloud...
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Row Level Security using Power BI
Prerequisite: Power BI Desktop Tool, Power BI Online Service Purpose of the setup: Purpose of this blog is to demonstrate Row Level Security (RLS) using Power BI Procedure: To demonstrate this, we have created a Power BI Desktop file and published it to Power BI Online account. Before starting, let...
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CRM → Salesforce real-time integration
Introduction We frequently come across requirements where customers use Dynamics CRM and Salesforce CRM and want to synchronize data between both the systems. We generally have requirements where data should flow back and forth from Dynamics CRM and Salesforce CRM. In this blog, I have focused on one way real...
