Dynamics 365 Support and Maintenance – Optimizing systems
Dynamics 365 stretches out with capabilities and features to enhance organizational functions. Dynamics 365 support is vital in making sure that the application runs smoothly and that the platform's value is being utilized to the fullest.
Support for Dynamics 365 Applications
Dynamics Pal team extends support for Dynamics 365 suite applications keeping smooth working and best solutions as a priority.
Trusted Microsoft Dynamics 365 Support Partner
Avail Support and Maintenance services from our pool of certified expertson demand with our flexible pay-as-you-use model.
Meet Business Goals With The Right Kind Of Support
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On Demand Service
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Flexible
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Scalable
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Available
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Agile
Benefits of Microsoft Dynamics 365
(Finance & Supply Chain Management)
Dynamics Pals for Support
Dynamics Pal offers support and maintenance for organizations to continue their performance evolution for existing cloud solutions. Gain value from Dynamics 365 with helpdesk support, technical consultancy and training which increases platform knowledge. Experts with years of Microsoft experience can help immensely to reduce Dynamics 365 Downtime and quickly resolve issues.
User roles and restrictions
Interfaces designed in a role-specific manner grant access and permissions wherever needed.
Approvals and automation
Approval requests defined at every point of any process makes them manageable. Process flows, workflows, and automation go hand-in-hand for the ease of organizational flow.
Data management
Ensures data security, accessibility and backups.
Email alerts
Automated email alerts to keep track of all the different processes.
Dashboards and Reports
Custom dashboards and reports for precision in analysis.
Dynamics Pal Support – Making Businesses More Manageable
BLOGS
Learn all about the latest happenings in the digital domain to get insights on what to expect and what to look forward to.
8 Reasons Why Your Business Needs SharePoint
After Covid-19, every organization is using online platforms to be future ready and company’s private network intranet is must thing. Share-Point online mainly used for creating an intranet for your organization. Microsoft SharePoint is a web-distributed application that provides the...
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Sales Automation
Sales Automation || 4 Important Sales Automation Strategies || Develop Powerful Sales Team When I started my business, I worked like a superman. If any project was coming I jumped into it for conversion. But slowly this habit converted into...
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Outlook CRM client installation
Download and install Microsoft Dynamics CRM Outlook Client Before moving forward with Microsoft dynamics CRM outlook client installation, make sure you have outlook installed and configured for access your email account. The very first step is to download Microsoft dynamics...
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Setting Personal Options in CRM
Setting personal options in Dynamics 365 are preferences the individual user can set for them. From the web client, personal options can be founder under the gear on the top right-hand side of the Navigation Bar. Click on the Gear...
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Setup – Email Configuration Server Side Synchronizatoin
Setup - Email Configuration Server Side Synchronizatoin- In earlier version of dynamics CRM, email routers are required to install with Outlook to track emails. Using server side synchronization eliminates need of email router. Microsoft Dynamics CRM now have a level...
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Microsoft Dynamics 365 CRM reports
The Microsoft Dynamics 365 CRM reports 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...
Read MoreCRM Analytics Charts
CRM Analytics Charts in Dynamics 365 present large quantities of data in an organization in a more insightful and graphical way. They are built from the query on the data. When the query is updated for the data, the associated...
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Fetch Based Report
Fetch Based Report - If you are familiar with Microsoft Dynamics CRM, you must be aware with fetch XML query. It’s one type of query language supported by Microsoft dynamics CRM and natively render in C# expresses. Fetch XML uses...
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Knowledge Management
A comprehensive knowledge management base is a key to increased customer satisfaction and improved productivity of users. It is designed to assist customer service representatives as they answer questions and resolve cases. It is a repository of information that is...
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Customer Service
Microsoft Dynamics 365 for Customer Service packages case management, knowledge management, communities/forums, and social customer service capabilities on assisted-service, self-service, and social customer service channels for large and enterprise-class businesses. Deploy it in Microsoft’s Azure cloud or on-premise. Its seamless...
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MS CRM for Sales
Sales Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of a sale. CRM has a place to store the contact information for new leads, a place to track the follow-up communications...
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Microsoft Dynamics CRM Navigation
In earlier versions of Microsoft dynamics CRM navigation located in left side and top to bottom style. In new versions navigation flow has major difference from earlier versions and let user to navigation from left to right and some other...
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Flavors of Dynamics 365 for Sales
Flavors of Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Dynamics 365 for Sales is used to keep track of user’s accounts and contacts, nurture...
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Deployment of Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition
Deployment Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition has two deployment option, cloud or on-premises. Cloud deployments offer an ERP service that is fully managed by Microsoft, while on-premises deployments are deployed locally within a customer’s data center....
Read MoreCloud deployment for Microsoft Dynamics 365 for Finance and Operations
In order to cloud deployment for Microsoft Dynamics 365 for Finance and Operations in the cloud, the user must understand the environment and subscription that he is deploying to, who can perform which tasks, and the data and customization that...
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Form Authenticatoin – Claim Based Authentication
Form Authenticatoin - Claim Based Authentication :- Set Microsoft Dynamics 365 Server binding to HTTPS and configure the root domain web addresses Step 1: On the Microsoft Dynamics 365 server, start the Deployment Manager. Step 2: In the Actions pane,...
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Data-FetchXML
Data-FetchXML- To execute a FetchXML query in Microsoft Dynamics 365 and Microsoft Dynamics 365 (online), it is necessary to first build the XML query string. After creating the query string, use the IOrganizationService.RetrieveMultiple method to execute the query string. The...
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Customization Menu using Site Map
Customization Menu using Site Map - Top navigation in Microsoft Dynamics CRM is described by Site Map. To edit site map, first export site map and make modification and again upload in CRM. It’s a best practice to create new...
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Office Integration Microsoft Word Integration
Office Integration Microsoft Word Integration - It’s a valuable feature to use Word document in Microsoft Dynamics CRM. Earlier this feature is available only for reports but now can be used in every entities and which is very handy even...
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Navigation Site Map customization guide
Navigation Site Map customization guide- The SiteMap provides the structure for navigation in Microsoft Dynamics 365. It is evaluated together security privileges to display navigation options in the application. In order to customize navigation using SiteMap, default SiteMap editor can...
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JavaScript and HTML Resources
JavaScript and HTML Resources:- JavaScript in Microsoft Dynamics CRM Scenarios: 1. Form Scripts: In order to have actions performed in form scripts JS is used. The results of this style are instantaneous; it is the most preferred method and the...
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Internet Facing Deployment (IFD) in Microsoft Dynamics CRM
Internet Facing Deployment required to enable claim based authentication for Dynamics CRM users. User can use windows authentication to login in Microsoft Dynamics CRM, claim based authentication provides feature to customize login page for organization. If user is not able...
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Entities Forms Fields and Data Types
Entities Forms Fields and Data Types: Single Line Of text: This is used for small texts or string. Open Set: this type is use for drop-down control. You can create local and global option set as per requirement. Two Options:...
Read MoreConnection from PHP to MSCRM
Connection from PHP to MSCRM - This time we will learn how to connect Microsoft dynamics CRM using PHP code. Microsoft dynamics CRM soap service can be a way to make calls from PHP source code. A valid soap header...
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Marketing List Members
Get Marketing List members details. Active marketing list data you can see in crm from sales >> marketing list. Soap query for getting all list: URL: http://mcc.enfusen.com/crm-api/list/ $xml ="<s:Body>"; $xml .="<Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">"; $xml .="<request i:type=\"a:RetrieveMultipleRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\">"; ...
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Marketing Tools Marketing List
Create and update Marketing List Marketing lists are used to group target audience for your marketing campaigns. Marketing lists can contain either existing customers like account or contact or potential/prospect customers like lead and opportunity. Let’s create first marketing list...
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Marketing Tools – Goal Management
Marketing Tools - Goal Management - The goal management in Microsoft Dynamics 365 allows setting sales, marketing, and other business goals for an organization and measuring the results against the targets. The goal management will help to motivate an organizations...
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Marketing Tool -Goal metric and Rollup fields
Marketing Tool -Goal metric and Rollup fields- The goal metric entity (Metric) and the rollup field (RollupField) entity are used to specify the goal metric type, participating entities, and whether to track actuals, custom or in-progress data. The goal metric...
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Usebility – Accounts and Contacts
Usebility - Accounts and Contacts - An entity is used to model and manage business data in CRM. Contacts, Cases, Accounts, Leads, Opportunities, Activities, etc. are all entities which hold data records. Conceptually, a CRM entity is equivalent to a...
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Resource Scheduling
Resource scheduling automatically set up the system to schedule multiple bookings on a recurring basis. The Resource Scheduling Optimization solution minimizes overall travel time and maximizes efficient use of all resources. It takes many constraints into account, such as resource...
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Usablity – Activities
Usablity - Activities- Microsoft Dynamics 365 Activities are used to record a specific type of communication, as well as the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, etc. Types of activities:...
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Usability – Dashboards
Usability - Dashboards - Microsoft Dynamics 365 dashboards are collections of view lists, charts, web resources, iFrames, and organization insights that can pull in things like website information that can be modified to show key performance indicators and other important...
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Cases (Incident / Ticket tracking)
Cases (Incident / Ticket tracking)- The Case entity (tickets or incidents) provides incident-based tracking for issues that may arise from customers, whether they are external or internal. It is designed to track the process from the initial intake of an...
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Role-based security
Role-based security - In Microsoft Dynamics CRM 2015 and Microsoft Dynamics 365 (online) the fundamental concept in role-based security is that a role contains privileges that define a set of actions that can be performed within the organization. Roles are...
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Field Security
Record-level permissions are granted at the entity level, but there may be certain fields associated with an entity that contain data that is more sensitive than the other fields. In such cases, use field level security to control access to...
Read MoreRecord-based security
Record-based security applies to individual records. It is provided by using access rights. The relationship between an access right and a privilege is that access rights apply only after privileges have taken effect. Access rights: An access right is granted...
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Microsoft Dynamics 365 Security Model
Types of Security: 1. Role Based: Focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Types of security roles are: a. Global: Global gives a user access to...
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Hierarchy Security
The hierarchy security model is an extension to the existing Microsoft Dynamics 365 security models that use business units, security roles, sharing, and teams. It can be used in conjunction with all other existing security models. The hierarchy security offers...
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Business Units
A business unit is a logical grouping of related business activities. It is the foundation of the security structure in Microsoft Dynamics 365. Each user has to be part of a business unit. There is a default business unit that...
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CRM Plugin Development
CRM Plugin Development - This time we are going through a process of building a custom plug-in for Microsoft Dynamics CRM and its deployment on development server. I assume that you already downloaded and setup Development Tool Kit. And make...
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Types In Dynamics CRM
Plugins are used to achieve custom functionalities before or after core application execution. To developed plugin Microsoft Software Development Kit is required. You can download CRM SDK from Microsoft Site. You can also find some sample code along with SDK...
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Custom plugin error handling and display on screen in Microsoft dynamics crm
Custom plugin error handling - It’s very confusing situation for a Dynamics CRM plugin developer to identify errors without debug code. In this article we will dig it in detailed. Display error message on CRM UI: InvalidPluginExecutionException uses to display...
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Processes – Actions Process
Processes - Actions Process- Action as per name action process is used to extend Microsoft Dynamics CRM functionality. It contains business rule which is hooked to system events. Actions can be global and local to solution and targeted to an...
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Microsoft Dynamics CRM Workflow Introduction
Microsoft Dynamics CRM Workflow Introduction - Workflow is cherished feature available in Microsoft dynamics CRM, which lets users to configure series of functions or methods which called steps to perform in a flow. Flow can be changed based on conditional...
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Process Flow
Process:- Process Flow- Automation is a critical requirement for any business application. Processes give ability to model real-life business processes. Categories of processes are: 1. Workflow: Use this process to model and automate real world business processes. Workflows are based...
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CRM Business Process Flow
CRM Business Process Flow- Business process flow ensures that people enter data consistently and follow the same steps every time they work with a customer. Create a business process flow: Step 1: Check your security role. Step 2: Go to...
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