Dynamics CRM

Dynamics CRM

31 views 07 August 2018 0
SQL Server Reporting Services is one of the most popular components of SQL Server. It is based on a server-based report generation software system from Microsoft.  It can be used to prepare and deliver a variety of interactive and printed reports. It is administered via a web interface. Reporting services features a web services interface to support the development of custom reporting applications. Microsoft Dynamics 365 - Custom Reports • Custom Reports Contains Two Reports • Fetch
33 views 03 August 2018 0
MOCA is a native tablet client for CRM. With this new version of Dynamics CRM comes more enhancements to the mobile client including offline data entering capabilities, users may sometimes find themselves in a situation where their device is offline where internet connection is not available for that we can create and update entity records in draft mode while offline; these will be synchronized to the server when we connect. All the records created or updated in draft mode are
45 views 02 August 2018 0
It's an exciting new feature included with Dynamics 365. Excel provides powerful ways to analyze and present your Dynamics 365 data. With Excel templates, you can easily create and share your customized analysis with others in your organization. First need to create excel template using create template wizard. This wizard is also used to create excels so you can see both options are available in popup.     There are two different paths you can follow to create an Excel
57 views 27 July 2018 0
We are living in the fast-moving digital world, communication is a crucial skill. It is incredibly important that information can be conveyed efficiently and be guaranteed to stick with the recipient. The real question is, how do we convey our information and data in exciting and intuitive ways? Visualize your data and it's benefit you with few different ways: Visualizations enable you to present your data in the form of charts. Charts enable you to view the aggregate or non-aggregate
57 views 26 July 2018 0
Microsoft Dynamics 365 teams are a collection of users who can belong to the same or different business units. There are two types of teams: Owner team and Access team. Two fundamental differences between an Owner Team and an Access Team involve ownership and sharing. As the name implies, a member of an Owner Team inherits permissions to the records because the team owns the record. Access Teams are different in that permissions are granted to the records via sharing. Owner Teams: 1. The
45 views 26 July 2018 0
Activity Feeds observing real-time updates to help you stay up-to-date with the fast-moving sales, customer projects, and marketing campaigns of your organization, which also includes automatic updates on the activities of your colleagues. You can also choose to “follow” updates of the contacts, colleagues, and customer records you care the most about. In fact, you could achieve a lot of things with this to help you keep track of things within the application you care most about. We can
65 views 25 July 2018 0
Roll-up fields are a great new feature of Dynamics 365, allowing for aggregation of data from many child records to an eventual Parent record, which can be incredibly useful in many business scenarios. All these aggregations are done by recurring asynchronous system jobs. If you are a System Administrator, you can modify roll-up system job behavior. Let's add aggregation details about the user stories in the project entity. In our application the project entity will act like a parent.
53 views 24 July 2018 0
Project tracking application is created by utilizing different Microsoft Dynamics 365 features. Setting up custom entities for our application then we will use roll-up fields to show aggregations from child entities. We can use calculated field for performing calculations using formulas. We will configure activity feeds for entities and activity feed rules as follows. Creating a project tracking application Project tracking application design Customizing Dynamics 365 for the project
73 views 19 July 2018 0
 Business Rules Business rules which reduce the need of complex codes, are internally converted into JavaScript by CRM and are applied to the forms. Business rules can be used for simply setting default value or doing complex calculations using formulas. We can apply business rule to a specific entity forms and can define it’s scope. By combining conditions and actions, you can do any of the following with business rules: • Set field values • field values • Set field
57 views 19 July 2018 0
 Using CRM web service in client-side code Here, we can use client-side code to access the Dynamics 365 database, to perform CRUD operations with Dynamics 365 data at client side we use ODATA and SOAP services of Microsoft Dynamics CRM. We use XMLHttpRequest to send request to these services to get the response. OData Open Data Protocol (OData) is a standard protocol for consuming data exposed by Dynamics. OData is a Representational State Transfer (REST) based protocol on the
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