347 views 25 January 2018 0
Microsoft Dynamics 365 Relationships is component which uses to connect entities and make data associate with other one. When one to many relationship exists, relationship uses to maintain data integrity of system, and also uses automate system process.
In Microsoft Dynamics CRM, Entity relationships define how records can be related to each other in the database.
Entity relationships or Connections?
In Dynamics CRM, Entity relationships are metadata that make changes
351 views 25 January 2018 0
Fields (Attributes): Fields define the individual data items that can be used to store data in an entity.
Properties of fields:
1. Display Name: Label in heading for lists where attribute is included.
2. Name: Prepopulated based on display name.
3. Field Requirement: Three options –
a. Optional – Record can be saved even if there is no data in this field.
b. Business Recommended – Record can be saved even if there is no data in this field but it is marked with blue
1231 views 24 January 2018 0
Integration between SharePoint and Dynamics CRM
Here by, we are going to understand SharePoint Integration with Dynamics CRM. Microsoft SharePoint is an enterprise collaboration platform designed to manage lists of data and documents. Whereas Dynamics CRM is more to support relationships between data and documents. Therefore you can compose custom code to model your business and use many of the features in SharePoint to surface data from other systems. Since SharePoint is valuable feature for
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A Microsoft Dynamics CRM solution is a bucket where all the customization components of a particular project gets stored. Solutions are how customizes and developers author, package, and maintain units of software that extend Microsoft Dynamics 365 (online & on-premises). Customizers and developers distribute solutions so that organizations can use Microsoft Dynamics 365 to install and uninstall the business functionality defined by the solution. There are three types of
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Microsoft Dynamics CRM managed solutions are installed on top of the system solution and can modify any customizable solution components or add more solution components. Managed solutions can also be layered on top of other managed solutions. As long as a managed solution enables customization of its solution components, other managed solutions can be installed on top of it and modify any customizable solution components that it provides.
1. Create a managed solution:
1: Create a solution
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Microsoft Dynamics CRM processes are base of CRM software, either it being case of send automated emails or update status of leads, Even more It's very handy feature.
Automation is a critical requirement for any business application. Hence Processes give ability to model real-life business processes.When it comes to Dynamics CRM, it supports wide range of automation using Microsoft Dynamics Process components. Either use workflows or actions based on business requirement. Categories of
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Microsoft Dynamics CRM Business Process Flow is tool to help users to divide business needs in steps complete them in stages. User can make process using visual effect which makes it more handy for non technical or sales persons user types.
Advantage of Using Business Flow:
Branching rule using user interface
Enabled for multi entities without any relation
Stage can be updated using client api
Microsoft Dynamics CRM Business Process Flow ensures that people enter
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Claims-based authentication is required for Microsoft Dynamics 365 Internet-facing deployment (IFD) access.
Set Microsoft Dynamics 365 Server binding to HTTPS and configure the root domain web addresses:
1: On the Microsoft Dynamics 365 server, start the Deployment Manager.
2: In the Actions pane, click Properties.
3: Click the Web Address tab.
4: Under Binding Type, select HTTPS.
5: Verify that the web addresses are valid for given TLS/SSL certificate and the TLS/SSL port bound
295 views 22 January 2018 0
The Microsoft Dynamics 365 report wizard is a tool that helps users quickly and easily creates reports with charts, tables and drill-down capabilities. With the Dynamics 365 report wizard, you can Group and summarize data, Share with the entire organization, Add visuals such as charts and tables, Drill-down into the data and Run reports from lists and forms of underlying entities.
Creating custom reports in Dynamics CRM:
Step 1: Go to settings -> Reports.
Step 2: To create a new