Introduction Microsoft Dynamics CRM 2016 introduces new mobility features to enhance and increase the user experience for CRM apps for both Tablet and Mobile. In our today’s blog, we will go over the mobile controls in CRM 2016. Mobile Controls In Dynamics CRM 2016, Microsoft introduced 15 UI controls that can replace standard data entry … Continue reading Mobile Controls in Dynamics CRM 2016 →

Introduction In CRM, an account or a contact can have more than 1 address out of which primary address is shown on Account/Contact form in address fields. This blog explains how can we set any other address as a primary address and show on the form. Requirement: An account can have more than 1 address … Continue reading Change Primary Address of Account/Contact records in Microsoft Dynamics CRM →

As developer, we work on different legal entities to customize data. Generally, DAT is the default entity in AX 7 but we wonder how to use data of other legal entity. In this article, we will tell you how to open Table in Table browser in Visual Studio with different legal entity (USMF) by modifying … Continue reading Open Table Browser with different legal entity in AX 7 →

Introduction This blog would help to understand how to create a case from an email in the queue in Interactive Service Hub, CRM 2016. Here the User need not need to create a case Manually for the issue reported in the Email coming in Queue.   Ever since using the Interactive Service Hub from the … Continue reading Convert Email in Queue to Case (Interactive Service Hub in CRM 2016) →

Introduction This Blog post tells users about one of the Mobile features in CRM 2016. Task Based Experience enables users to focus on tasks and not on records. So data from multiple entities are brought together as a single user experience. Here user do not have to navigate on multiple entities for performing a single … Continue reading Mobility Feature in CRM 2016 – Task Based Experience →

In this article, we will review the new and improved out-of-the-box capabilities to generate documents that contain data from CRM records. Users can now create Word and Excel templates for letters, agreements, quotes, invoices and other, in just a single click! Out of the box Templates Out of the box, here are the templates Microsoft … Continue reading Document Generation in Dynamics CRM 2016 →

Introduction With the release of Web API, Dynamics CRM now allows developers to build robust solutions and integrations using modern REST APIs consumed through OData. While working on a CRM customization by leveraging the Web API, we found an issue that causes the API to stop working when we use the Alternate Key with the … Continue reading Known issue when using Web API with Alternate key feature →

Currently in Microsoft Dynamics CRM, customer service representative creates a case to track a customer request, question, or a problem. All actions and communications can be tracked in the case entity. ID field in Case entity is automatically generated and default format is CAS-00034-Z7M9F7. This kind of Case ID will not be meaningful for many users and … Continue reading Custom Auto Number for Cases →

The Date and Time data type is used in many times such as Project Start Date, Project End Date, Date of Birth, anniversaries etc. Before the Update, CRM stored all date and time values with the user’s local time zone information. This included User Local format.  The system converted the users’ local time zone to … Continue reading Date/Time fields in Microsoft Dynamics CRM 2015 Update 1 →

Enhanced Business Process Flow 2015 Business Process Flow was introduced in Microsoft dynamics CRM in 2013. Business Process Flows in CRM guides users through each step in a defined process to clearly see what steps have been completed, and what needs to happen next. Each stage in a Business Process Flow can be configured to … Continue reading Enhanced Business Process Flow →