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 →

Purpose of this blog is to refresh on-premise data sources available in Power BI. Prerequisite: Microsoft SQL Server Management Studio, Microsoft Excel 2013, Power BI Desktop Tool, Microsoft Data Management Gateway Steps for On-Premise Data in Power BI: Setting up On-Premise Data Refresh in Power BI will help refresh data directly from the data source … Continue reading On-Premise Data Refresh in Power BI →

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 →

Why CRM For Outlook? We use Outlook as a one-stop solution for our day-to-day communication. Your Dynamics CRM can be integrated with your Outlook using CRM For Outlook. CRM For Outlook is a lightweight client that gets set up on a client’s computer and is connected to your organization’s CRM by authenticating your Dynamics CRM … Continue reading CRM For Outlook →

This blog is about integration of Gravity Form plugin with the Microsoft Dynamics CRM. This part contains the WordPress end implementation. Gravity Forms is an advanced contact form plugin for WordPress powered websites and is used by millions of sites. Gravity form simply allows you to select your fields, configure your options and easily embed … Continue reading WordPress Gravity Form – Microsoft CRM Integration →

Change tracking is a new feature available in CRM update 1 that can help in keeping the data synchronized in source and target systems by detecting the data changes since the data was initially created or last synchronized. Change tracking is used for incremental load STEPS: Before we begin to implement change tracking, we need … Continue reading Incremental load using Change tracking feature of CRM 2015 Update 1 with SSIS Integration toolkit – Kingswaysoft →

Purpose of this blog is to setup social media (Facebook) for Microsoft Parature. Prerequisite: Parature Enterprise license. Facebook Page on which Parature Support has to be setup. Purpose of the setup: Setting up Social media for Parature will help clients raise tickets from the social media platforms. Tickets can directly be created from social media … Continue reading Setup social media for Microsoft Parature →

Dynamics CRM App for Outlook is a lightweight Office app that you can use together with Outlook 2013 or Outlook Web App (included with Office 365). You can use the app to track incoming email in Microsoft Dynamics CRM. When you track an email message, a copy of that message is stored as an email … Continue reading CRM App for Outlook Web App (OWA) →

In this blog we walk-through adding office 365 AD in your Windows Azure account. Blog is divided in two different parts. Part 1: Add Office 365 Active Directory into Microsoft account. Part 2: Add Office 365 Active Directory into Organization account. Pre-Requisite: Azure Subscription to the Microsoft account (Service Administrator). Global admin user of Office … Continue reading Add Office 365 Azure Directory into Windows Azure Part 1 →

Note:  This article assumes experience on SSIS Integration Toolkit for Dynamics CRM and understanding of CRM Online Images, Notes and Attachment migration in CRM Online is always a challenging task. One easy way of dealing with them is to use SSIS Integration Toolkit for Dynamics CRM Images Steps: Drag and drop Dynamics CRM Source and … Continue reading Images, Notes & Attachments Migration using SSIS Integration toolkit – Kingswaysoft →