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Anurag

Email Activity Migrating using SSIS integration toolkit

By Anurag on 2/15/2017

SSIS Integration Toolkit for Dynamics CRM and understanding of Dynamics CRM online.

Dynamics CRM
CRM Migration
SSIS Integration toolkit

How to change the Theme and add Logo in MS Dynamics CRM-2016

By Anurag on 12/6/2016

New feature of Microsoft Dynamic CRM-2016. We can change the theme and add logo our environment to make it more personal. Refer to the steps below:

Dynamics CRM
MS CRM 2016
Change The Theme

How can use to Roll-Up fields in Dynamics CRM 2015

By Anurag on 11/25/2016
Rollup fields is a new features of MS Dynamics CRM 2015, it’s used to aggregation of data from child records and use in many business scenarios. The Following steps are below.
Dynamics CRM
MS CRM 2016
Roll-Up Fields

What is OData?

By Anurag on 10/20/2016

The OData endpoint with web resources provides an alternative interface to work with Microsoft Dynamics CRM 2016 and Microsoft Dynamics CRM Online data. You can use the OData endpoint to execute HTTP requests by using a service that is based on a Uniform Resource Identifier (URI). 

Dynamics CRM
MS CRM 2016

How can we edit the existing report in MS Dynamics CRM

By Anurag on 10/18/2016

All reports are created using the Report Wizard.

MS CRM 2013
Dynamics CRM
MS CRM 2016

Placing Reports on Dynamics CRM 2011 Dashboards

By Anurag on 6/23/2016

Dynamics CRM 2011 includes plenty of nice reports out of the box; in fact there are so many of them it can be difficult to sift through them all to find the ones you need. In the web client, you can click Workplace and then Reports for a full listing; the following figure shows just a few of them, including a couple of custom ones my organization uses:

Microsoft Dynamic CRM
MS CRM 2011

How to Edit Chart in CRM 2013

By Anurag on 6/23/2016

You can open CRM system then follows these steps:

 1. SETTING>>SOLUTIONS>>Then you can select solution created by you. See the screen shot.

MS CRM 2013
Microsoft Dynamic CRM

Error while installing Microsoft Dynamics CRM Report Authoring Extension Setup

By Anurag on 6/21/2016
While Installing MS CRM 2016 Online SSRS reporting extension. I got the following error. First I did the obvious, I restarted the system however that did not help. Soon I realized that the issue was not related to reboot rather it was an issue with the installer. I opened the file as instructed in the error below

Use of Calculated Field in Dynamic CRM 2015

By Anurag on 3/13/2015

CRM 2015 is here. Now Fields can be added to CRM and set to automatically to calculate using formula like Excel. So I thought I should share the knowledge by setting up the fields and the functions available.

Here i am going to explain how to use calculated field in dynamic crm 2015. Here in my example i have two fields and need to display the calculated total for them. As highlighted in the screen shot below I have selected these two fields Amount, and Annual Revenue these are currency related fields. Here I want to have a field by name Total Amount to show the addition for both.

Calculated Field in Dynamic CRM 2015
Dynamic CRM 2015
MS CRM 2015

Sitemap Editing in CRM 2015

By Anurag on 1/20/2015
Today I will discuss how we can edit the sitemap in CRM 2015 you can also edit the Sitemap in CRM 2011 and 2013 by following same steps. Here I am having this Sitemap which I need to edit means i want ‘Sales’ section before the ‘Customers’ section.
Microsoft Dynamics CRM 2015
MS CRM 2015
Sitemap of 2015
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