In the pre-release documentation, Microsoft mentioned the addition of a new module for surveys. I think this is going to be a huge value addition to the product. Voice of the Customer Dynamics CRM 2016 includes a new survey designer to create and send out questionnaires to collect feedback from customers about your products or... Continue Reading →
Microsoft Dynamics CRM 2016 – First Look
Microsoft recently released the preview guide and release overview video. Here are the details. Microsoft_Dynamics_CRM_2016_Release_Preview_Guide http://www.youtube.com/watch?v=KCyIKZ6wEm0
CRM 2015 Prerelease information
Here is some CRM 2015 prerelease content from MSDN CRM Setup & Administration - The all-new portal for CRM administrators! CRM Developer Center - The resource for CRM developers. CRM Help & Training - The place to find end-user help and training. Community - Find answers to your questions in the Dynamics community. Support... Continue Reading →
Removing password expiration for 0365/CRM online.
The maximum password expiration period which is configurable by using office 365 administration portal is approximately 2 years. You will have to consider using PowerShell tools if you want to use 0365/CRM online for more than two years. The instruction given below can be applied to Windows 8 (64-bit operating system) and is the shortened version of managing... Continue Reading →
Configurations that are supported in CRM’s next release (CRM 2015)
As the Microsoft CRM 2013 is being shifted and CRM 2015 is being released, the next release of the Microsoft dynamics is being looked forward to with great excitement. Similar to previous releases of Microsoft CRM, there is a need of adding and removing features from supported configurations for keeping current with technology in order to offer... Continue Reading →
What’s new in Microsoft Dynamics CRM 2015?
Microsoft Dynamics CRM 2015 make sure that the marketing professionals are offered the best tools that are required for delivering excellent customer experiences. Let’s take a look at what’s new in CRM 2015. Better Search: Microsoft Dynamics CRM 2015 has an improvised search which is easier and convenient for users to find the records of customers. Navigating... Continue Reading →
Price list is disabled for all users on opportunity except administrators
Issue: Recently I had this problem dealing with an issue about pricelist being disabled for all security roles except system administrator. I googled a lot and everyone talked about assigning organization level access to pricelist entity in the security roles area but I could not find this entity. Resolution: After researching a lot, I found... Continue Reading →
Using the Case Resolution in Workflows via a Custom Workflow Activity
The most common email notification request from customer support team is to "send an email to the client when a case has been resolved" I have written this custom workflow activity to get description field from case resolution dialog and insert in email body. You can get the complete visual studio solution from this link... Continue Reading →