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 data into these multiple individual … Continue reading Integrating Data to Multiple Dynamics AX7 Legal Entities using TIBCO Cloud Integration →

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 portals without give them sharing … Continue reading Download SharePoint file programmatically without sharing it – Dynamics CRM and ADX portal or custom portal →

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 Share Point Integration Step 1: … Continue reading CRM Portal and SharePoint Integration →

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. Accounts. So a new option … Continue reading Feedback and Rating in CRM 2016 Update 1 →

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 the plugin dynamically. For example: … Continue reading How to register Plugin Dynamically? →

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 code. If User want to … Continue reading Contractor access in PM Solution →

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 your mobile device. The Company … Continue reading Company News Timeline for Phones and Tablets in CRM 2016 Update 1 →

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 Office 365 Plan E3. Steps … Continue reading Enable SharePoint Integration and OneDrive for Business in CRM →

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 Let’s assume a real world … Continue reading Salesforce → CRM real-time Integration →

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. AX 7 is different; it … Continue reading Customization in Microsoft Dynamics AX 7 →