Filters plays a very important role in getting the data in a fast and easy manner. AX is designed in such a way that the filters can be used on all the forms. The user can filter the data by providing syntax in the filter field available on the form or by clicking Ctrl+ G. … Continue reading Filters available in AX 2012 →

Below are the steps to be performed, To connect to an external database using ODBC connection, first create a DSN. To create a DSN refer the link https://support.microsoft.com/en-us/kb/300596 Write the below code: Note : The database login credentials are given in the DSN. You can use windows credentials or provide SQL credentials, if required. In … Continue reading Connect to an external database using X++ code in AX 2012 →

In this Blog we will walk-through how to resolved CRM 2015 update 1 JavaScript Errors. Below is list of common errors. 1. ‘$ is not defined’ or ‘jQuery is not defined’ Description: You will get above error if you have ever used jQuery function in your JavaScript code. In earlier version of the CRM, we can … Continue reading Solutions to Frequent JavaScript Errors in CRM 2015 Update 1 →

The 2016 fall preview will be a major release for Online and on premise customers which will emphasis on providing end-to-end Customer Engagement solutions from Microsoft Dynamics. This blog article will put light on capabilities of the Dynamics 2016 release. Marketing SMS Marketing SMS Marketing is focused on both – Inbound and Outbound SMS marketing … Continue reading Dynamics CRM 2016 Fall Preview Features →

Purpose of this blog is to set up Chat Channel for Microsoft Parature. Prerequisite: Parature Enterprise license. Purpose of the set up: Setting up Chat channel for Microsoft Parature will help clients have direct live interaction with Customer Service Representatives (CSR’s) addressing their issues. Steps to set up Chat channel for Parature: Ensure Chat Supervisor … Continue reading Setup Chat for Parature →

We often have need to send recurring reminders to our users, customers from CRM. We can do it using below solution wherein we will create a task for the reminder. Deletion of which will send out a Reminder Email. For deletion of task we will create a Bulk Delete task, which will run in recurrence. … Continue reading Sending recurring reminder emails using CRM tasks →

Global Address Book allows Customer/Vendor information mainly addresses and contact details to share across multiple legal entities. For example: Customer/Vendor of one legal entity may be Customer/Vendor in other legal entity or Customer in one legal entity may be vendor in same legal entity etc. In below scenarios explain on how we can share Customers, … Continue reading Sharing Customer/Vendor Information across multiple legal entities by using Global Address Book AX 2012 →

Email Router is a service that runs continuously to synchronize only emails between CRM and specified Email system. Tasks, Appointments and Contacts are not synchronized using Email Router. Email Router is a separate component available for download and needs to be installed. Note: Only one instance of Email Router should be setup for an Organization. … Continue reading Setup Email Router for Microsoft Dynamics CRM 2015 Online and Exchange Online →

Product Configuration is generic Product structure with distinct variants that allow user to use product easily in sales process as per customer requirement. You can use product configuration on Sales Order line as well as on Sales Quotation line. Example of Bicycle configuration: Bicycle is configured by using five attributes such as Bicycle Type, Bicycle … Continue reading Product Configuration Model in AX 2012 R3 →

Accounts Receivable is process of matching customer account balances with the general ledger balance. The reconciliation should be done at least monthly as part of the month-end closing procedures so any adjustments needed can be included in the correct period. Below are steps to process accounts receivable reconciliation. 1. The Ledger accounts to be checked … Continue reading Account Receivable Reconciliation Process →