Latest version of Unified Service Desk - Unified Service Desk 3.3.0 is released and available to download. Unified Service Desk 3.3.0 is packed with many improvements and features such as: Host Unified Interface Apps in Unified Service Desk Analyze best practices in Unified Service Desk (Tool) Custom Styles field in Toolbar Capture Performance Data Host…
Guys, there is an upcoming webinar [free of cost] which might be useful for many of us. Key agenda of the webinar is to show how digital transformation can be made possible with Dynamics 365 platform. Check the below link and reserve your seat. Digital Transformation With Dynamics 365
While doing a test run of SharePoint - Dynamic 365 9.0 version [Server Side Integration], we just noticed that the "Documents" link in missing in the Standard Form for Accounts but is available in the Interactive Experience Form. Accounts - Standard Form> Accounts - Interactive Experience Form (Available in Customer Service Hub only)> …
We had a new requirement to enable basic chat feature in one of the CRM implementations and we were considering few solutions for this. 'Cafex - Live Assist' is one of the chat solutions you may consider if you are in search of an independent chat solution [not part of CTI integration] to work in…
As part of our new dynamics 365 project - which is for building the service module for contact center, we have several use cases to show popup notifications in USD. Few use cases would be: Alert the agent when the customer record opens in USD - in case if there is an immediate action…
For any CRM implementation, Customer 360 view is an inevitable component client would ask for or expect to include even if not mentioned explicitly. Though the client requirement is often a one liner "Need Customer 360 View in place", most of the times CRM analyst has to do lot of Q&A sessions to conclude what…
"Editable Grid" is a significant feature and surprisingly it has been delayed to introduce in Microsoft CRM. Though it has been released in the online version way before, Microsoft has just introduced it in the On Premise version - Dynamics 365 Update 2.1 (On Premise). By Default "Editable Grid" would be disabled and it…
Microsoft has published the latest update for CRM - Dynamics 365 Update 2.1 and is available to download. To Learn more about the Dynamics 365 2.1 features and fixes: To Download Dynamics 365 2.1: If you need any assistance upgrading your current implementation, please contact us. We would be happy to help you assisting…
Performance is always a great concern for any CRM implementation and there are few key things need to consider when analyzing performance improvement. I thought it would be helpful if I summarize the basic key checks to be done to improve the performance in Microsoft CRM On premise deployment. 1. Check - Principal Object Access…
Microsoft has announced the Microsoft Dynamics 365 Dec 2016 Update (CRM) with the exciting new features and bug fixes Key features: Editable Grid Concurrently running Business Processes Interactive Service Hub enhancements Email engagement Mobile App enhancements Dynamics 365 App for outlook enhancements Link to download the update: https://www.microsoft.com/en-us/download/details.aspx?id=54515 Link to the KB article…
We got a strange error [strange JavaScript popup alert] while scheduling service. Searching for the similar error in google did not help either. It took almost 2 days to narrow down the issue and find the root cause. If you come across the same issue, this post might help you. Issue: An error while scheduling…
If you are using CRM 2016 [Version 8.0] and without Update 1 installed, you might notice that Interactive Service form doesn't have option to include 'Web resource' and 'IFRAME' component which is a great drawback. Many users have complained about this and Microsoft has fixed this in Microsoft CRM 2016 Update 1 release. You would…
If you are experiencing the error 'Unable to login to Dynamics CRM' while generating the CRM Proxy class using CrmSvcUtil tool, you should try this to resolve it. There is a new command parameter added to the CrmSvcUtil tool : interactivelogin:true You may append this command parameter to your CrmSvcUtil command line and this would give you a pop…
In enterprise solution scenarios, it is very much required to integrate CRM online with on premise line of business applications. Microsoft Azure Service Bus is used to facilitate integration between CRM online and 'on premise' line of business applications. This article describes the steps to configure azure service bus queue for CRM online integration. Steps to configure…
Ticker Symbol is a one of the formats of field type ‘Single Line of Text’ in Microsoft CRM. This is a kind of text field which stores the value as string but clicking on this field value would open the ‘MSN money page’ [Stock Market details] for the text in the field value. In…
"Calculated Field" is a new feature introduced in CRM 2015 which can be used to store calculated values. The key benefit is, this can be setup from CRM UI without any code. Let’s have a look at how to setup this field type and the scope of this field type in implementations. Here the requirement is to…
"Rollup Field" is a new feature introduced in CRM 2015 which can be used for setting up extended fields to store aggregated values. The key benefit is, this can be setup from CRM UI without any code. Let’s have a look at how to setup this field type and the scope of this field type…
In CRM 2015, there is a very important update which can be considered for replacing many workflows or plugins – Executing Business Rules from Server Side code. When Business Rule feature was introduced in CRM 2013, it was capable of executing from client side alone and with the 2015 update, we now be able…
Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO) A. Sales Attachments B. Case Resolution Activity C. Cases D. Sales Literature E. Knowledge Base articles For Sales Literature and Knowledge Base articles, subject lookup is set as ‘business required’. Sales Literature: Knowledge Base Article:…
Q. What are the new features introduced in CRM 2016 Q. Explain the differences between enhanced SLA vs Standard SLA Q. Explain the functionality of each of the below marked services in Microsoft CRM 2016 Q. Explain the functionality of 'Automatic Record Creation and Update Rules' To access: CRM Main page>Settings>Business Management Q. Explain…
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