This a common question that we used to face during CRM training sessions, while we explain what are the OOB features in Dynamics CRM, so we thought of writing a quick blog on this. If you will try to search definition “out of box feature” in Wikipedia you will get below answer An out of the box feature or functionality, particularly in software, is a feature… Read more »
With other exciting features, Microsoft Dynamics CRM 2015 also introduced new following enhancement in business rules: Set default value Support for Server Side logic Support for OR operator Support for else Setting Default Value – This is a very useful enhancement which can help us in different business scenarios for example, let’s say you have one default pricelist that you… Read more »
Packt started eBook Bonanza from today until 6thJan 2015, customers will be able to buy any eBook or Video from the Packt website for just $5! Enjoy your reading !!
The most awaited feature Global search is finally here. Although there are addons available in market for global search, check this post for details, but this feature was not available OOB. Actually this feature was already released in MS CRM 2013, CRM for tablet client, but MS CRM 2015 introduced this feature for web client as well. When you will login… Read more »
If you are logged in first time in MS CRM 2013, you will see a beautiful CRM lady in navigation tour screen, this tour will help you with quick navigation tips, but even if you will select “Don’t show me this again” , she may come back again to meet you 🙂 if you will access CRM from other browser… Read more »
Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14 introduced a new feature that allows us to define case routing rules. We can set up different queues based on different business scenarios and then define case routing rules to route cases to these queues (Note: we can have only one routing rule set active at a time)…. Read more »
While working on opportunity, we want to monitor closely all the changes happening in opportunity, for example when Probability value has changed, when opportunity rating is changed etc, maybe we also want to notify the sales manager about these changes with details. Let’s use an example of Opportunity rating, OOB opportunity rating field contains three options: Hot Warm Cold We can… Read more »
This is our last post to create a RSS feed dashboard in Microsoft Dynamics CRM 2013. Please check our previous posts to create a RSS feed web resource for Microsoft Dynamics CRM Team blog and Twitter user account. In this post we will use these web resources in our dashboard. Please follow our previous post to get RSS feeds and create web resources for… Read more »
This is our second post to create RSS feed dashboard. In our previous post we explained how to create web resource to display website RSS feeds. In this post we will provide procedure to create Twitter feed web resource. We can get Twitter RSS feeds using URL like http://twitrss.me/twitter_user_to_rss/?user=username , where for username parameter we can use our Twitter user account, so for example for HIMBAP,… Read more »
jqGrid in Asp.net for CRM data
