So finally customer data type is available in Dynamics CRM 2016, let’s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact. Generally account is used to represent a company whereas contact is used to represent individual clients or a point of contact from some… Read more »
In our earlier article we discussed how to create SLA and SLA items for account entity. Now in this article we will see how to use SLA for customer document verification. To work with SLA, we need to use timer control which provides us different option to evaluate SLA. We can configure different criteria which will display indication of warning,… Read more »
After release of Dynamics CRM 2016 update 1, we can now enable SLA for other custom and system entities as well. We can enable SLA using Enable for SLA option under entity definition like below for custom and specific system entities: Following are the list of additional system entities apart from case where we can enable SLA: Let’s implement a… Read more »
In this article we are going to provide sample code for impersonating user using Web API in Dynamics CRM 2016. Impersonation is a process where user A can execute some business logic on behalf of user B. To use impersonation both user should have privilege to perform the action. For example if user A wants to impersonate user B while… Read more »
Recently Microsoft published one excellent portal to showcase Dynamics CRM roadmap, this is very useful portal for every type of CRM users. If you are CRM developers you will get to know what are the fixes and new enhancement you will be getting very soon which can help you in your development. This is specially very helpful if you are an… Read more »
In our last web API articles, we discussed about using web API actions, today we are going to discuss about calling our custom actions using web API. If you are new to action you can refer this KB to know about actions. Let’s take a scenario that we want to design one action for our custom event entity to approve… Read more »
I saw one question in CRM community forum today where user was looking for help to use PickFromQueue message, so I thought of writing sample code for the same, so that it can help others as well. Let’s first understand the message, why we need it. As name suggests this message is used to pick item from queue and used… Read more »
We can associate activities with entity records even though they are closed (in inactive state) because CRM setup 1:N relationship with activity and other activities related entities if Activities checkbox is selected under entity definition. But let’s say we have business requirement to stop this behavior. There is no out of the box setting to disable it, but we can… Read more »
In our last Web API article we discussed about Web API functions, if you have not checked it yet, click here to know about web api functions. Today we are going to discuss about Web API actions. Similarly to function actions are also reusable piece of code and can bound or unbound. There are list of pre define actions, which… Read more »
Did you get a request to setup CRM demo with email integration enabled and looking for steps to setup the same?? if yes this article is going to help you for sure. This is a common ask when you are working in pre sales. This article will provide basic steps required to set CRM online demo and using email integration…. Read more »