MS CRM 2016 Mobile App Configuration

Hello Readers, We all know, how important mobile communication is for any Sales Team Member specially a field sales person. Following are few articles relevant to the importance of mobile technology for any sales team: 7 Ways You Can Help Your Sales Team Be More Effective http://www.cio.com/article/2849367/customer-relationship-management/7-ways-you-can-help-your-sales-team-be-more-effective.html The Importance of Up-To-Date Information for Salespeople http://www.reachforce.com/blog/expert-interview-series-matt-greener-of-app-data-room-about-the-importance-of-up-to-date-information-for-salespeople/... Continue Reading →

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Change Display Color of Entity in CRM

Hello Readers After the release of UR1 of MS CRM 2015 I found a strange yet useful feature. On entity configuration page there is an attribute called ‘color’. This is not yet officially mentioned anywhere in the UR1 related documents but the Good News is, its there Screenshot below shows us the default color on... Continue Reading →

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Auto-Numbering through Real Time workflows (No customization, No Add-on)

Dear Readers, Generating a number automatically within CRM is one of those requirement which is been asked , almost by all client/project. We all know that auto-numbering is available out of the box for entities like case, contracts, quote, order, invoice, articles & campaigns. But usually we have two situations: Auto-numbering for entities like account,... Continue Reading →

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Adding fields to Quick Find Search/Global Search/Universal Search Result in MS CRM 2015

Hello Readers With the Release of CRM 2015, one of the most exciting feature is Quick Find Search/Global Search/Universal Search. There are many blogs already existing to explore this functionality. How to Search: http://blogs.msdn.com/b/mvpawardprogram/archive/2015/01/12/new-microsoft-dynamics-crm-2015-multi-entity-search.aspx Setting Up & Configuration: http://blog.sonomapartners.com/2014/09/dynamics-crm-2015-first-look-multi-entity-search.html Tablet & Outlook client: http://www.cargas.com/microsoft-crm-2015-universal-search-advanced-find-improvements/ What I am going to tell you today is, how to change... Continue Reading →

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Useful Downloads for MS CRM 2015- Get it here

Hello Readers, This is a quick one, in order to help you with MS CRM 2015 related downloads, so need not to go at different places/websites; all you want is here: MS CRM 2015 Server: https://www.microsoft.com/en-us/download/details.aspx?id=45012 MS CRM 2015 Report Authoring Extension with support for SQL server data tools: http://www.microsoft.com/en-us/download/details.aspx?id=45013 MS CRM 2015 Outlook Client... Continue Reading →

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After Upgrading MS CRM 2013 to 2015 not able to add line items

Hello Readers, its been so many days since version 2015 has been launched and now we have certain issues which we have faced after upgrading from 2013 to 2015. One of such issue is 'not being able to add product lines/line items' in opportunity/quote/order/invoice Here is a short blog on - how to resolve this... Continue Reading →

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Hello Readers, its been so many days, I was waiting to write something very commonly required yet useful feature. I have been asked so many times by my customers, How can i see the time spent on an activity, if we have entered the 'Start Time' & 'Finish Time'. Yes, we can, its easy and... Continue Reading →

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Creating Business Process Flows in CRM 2013

Hello All, Today I will share my thoughts on creating Business Process Flows(BPF)in CRM 2013. First of all, let me set the context right.... BPFs are nothing but an automated replacement for your Sales pipeline; which we used to update through workflows under pipeline phase field in CRM 2011 or through customization. But now it... Continue Reading →

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