Importing Solutions should be a fairly seamless process. Under most scenarios it is. Once in a while, though, something goes wrong, and throws a monkey wrench into your import process. Most of the time, you get a nice report telling you what fails. Unfortunately, there's one type of issue that gets very hard to resolve. That is when you get the Invalid XML error immediately after trying to upload the solution for import.[More]
Compliance isn’t for wimps. Just ask accountants and tax managers. After all, compliance isn’t just number crunching and spreadsheets. Following the sales tax rules of a jurisdiction involves far more than just finding the right tax rate. From product taxability to tax-exempt transactions to sales tax holidays compliance tasks can hamstring even the most efficient operations.[More]
With the recent release of Microsoft Dynamics CRM 2015 we have had some clients ask about tablet functionality and how it compares to what is available with CRM 2015 Online. In researching, I couldn’t find a comparison chart of those features so I started out compiling a list from various Microsoft material resources.[More]
Recently I was assisting a customer with a rollout of the CRM For Outlook client for CRM 2013 when I came upon an unusual scenario. After successfully installing the client application, the configuration wizard crashed immediately upon executing.[More]
Tags: CRM for Outlook Client
The Outlook client for Dynamics CRM has been a bit of a mystery to many users and partners for many years now. One key area is that of Contacts where users experience duplicates in their Outlook, mobile devices, CRM, and sometimes even integrated applications. This post will explain why and how this occurs as well as explore some underlying technical details.[More]
When writing Scribe processes I often find myself needing data not immediately available from my source query. This can be due to a number of reasons, from source query execution optimization to the complexity of the required relationship. Whatever the case, here are a number of ways you can retrieve a value from another source without needed to insert a SEEK step in your DTS. The following functions can be used within User Variables for easy labeling and reuse or as ad-hoc retreivals within a data or lookup link formula.[More]
Ok, so your business is growing and you’ve made the decision to look into implementing a CRM solution to help automate and standardize your sales process. The first decision you will have to make will likely be, “should I buy it or build it?”
Here are 5 good reasons to NOT build your own:
When a company’s business process requires data fields on forms to be set to certain values or change a value based upon some data conditions, it is pretty easy for a programmer to write script code on the form to perform those operations. Improved CRM 2015 Business Rules allow System Administrators without programming skills to be able to configure Business Rules that will set or change form data field values.
Anatomy of Business Process Flows in Dynamics CRM 2015[More]
Business process flows are not a new feature in Dynamics CRM 2015. They were introduced in the 2013 release as a way to provide a step by step guide to completing some process. The business process flow could be step up as a series of stages, with each stage containing multiple steps. The steps provide the user with a visual indicator of where in the process they are.[More]
Have you ever wondered how you are authenticating to your CRM application? It is useful to think about this because it:[More]
The Xrm.Page.data.process namespace has been introduced in the SDK of Microsoft Dynamics CRM 2015, which provides events, methods, and objects to interact with the business process flow data in a form.[More]
Tags: CRM 2015
This is a fairly new feature to CRM Online, There is a bit more than just turning it on to get it to work.[More]
I wanted to cover a simple process that is now available in CRM Online that integrates CRM Online to SharePoint Online. Microsoft has replaced the traditional CRM List Components that was used to link MS CRM and SharePoint. It is so simple to configure that it can be a bit misleading. So this blog entry is meant to simplify the process. First you will need to make sure that you have configured a site collection before you begin the Server Side configuration process. It’s been my experience that these integrations work best at the root of a site collection.
https://wfdemosite.sharepoint.com is the URL of the site that I am going to integrate with CRM Online.[More]
The Integration User is allowed to update Sales records such as Orders when they are in a read-only Submitted state. This user is deployed out of the box in Microsoft Dynamics CRM and can only be accessed programmatically. You can see the INTEGRATION user by doing an advanced find on disabled users. The following example will demonstrate how to “impersonate” the INTEGRATION user and assumes that your organization is using a 3rd party application such as an ERP or Finance system and has SOP Integration Mode turn on.
Scenario: There’s integration between CRM and a 3rd party system that pushes Orders from CRM when the status is changed to Submitted. Users in CRM would like to make changes to the Order record after it’s been submitted but cannot edit the fields on the form because the record is read-only.[More]