welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog
Term: Dynamics CRM
79 found

How to send email from CRM using Microsoft Power Automate

By Ishaan Sheikh on 12/29/2020

Microsoft power automate (MS Flow) helps users create automated workflows and easily simplify business processes. It makes it easy to share data between apps and manage across the organization.

Dynamics CRM
Dynamics 365
microsoft-flow
ms-flow
power-automate

Send Email using a Plugin in Dynamics 365

By Ishaan Sheikh on 12/28/2020

In this blog, I will show you how to send email using a plugin in Dynamics 365 using C#.

.Net
Dynamics CRM
C#
Dynamics 365
Plugin
send-email

How to Create a PCF control

By Ishaan Sheikh on 12/21/2020

Power Apps component framework empowers the developers to create code components for model-driven apps and canvas apps. With PCF, you can replace a field with some extra features like a rich text editor, a dial, a slider, etc. You can also replace a simple list with an interactive chart or Map.

CSS
Javascript
HTML 5
Dynamics CRM
Dynamics 365
Javascript
pcf-control
powerapps
powerapps-component-framework
TypeScript

Microsoft PowerApps Portals

By Hani Dixit on 12/14/2020

What is Microsoft PowerApps Portals?

Dynamics CRM
Microsoft dynamics 365
Microsoft PowerApps Portals
MS Portal
Portal
powerapps

How right is the CRM solution of Microsoft Dynamics 365

By Himanshu on 9/10/2020
This entirely depends on your business needs and requirement, whether MS CRM 365 is right for you or not. So, it will be wrong to say it is good or bad if you do not use it. But from my perspective and my experience, MS Dynamics CRM 365 is straightforward to use and fruitful, in other words, outstanding

Example of an asynchronous type of workflow

By Hani Dixit on 8/5/2020

Hello all, as I have told in my last blog about how many types of workflows we can create in Microsoft CRM. In this blog, I am going to show you an example of an Asynchronous kind of workflow.In this example, we will create a simple workflow that runs in the background(asynchronously) to assign any newly created Contact record to a specific user and then send out a welcome email to the client.

MS CRM 2013
Dynamics CRM
MS CRM 2016
D365
D365 CRM
Dynamics 365
Workflow

How Many Types of Workflow in MS CRM can we create

By Hani Dixit on 8/3/2020

In this blog, we are going to tell you how many types of workflows we can create in Microsoft CRM.Workflows in MS CRM allow you to automate simple and complex business processes within CRM. You can create workflows using CRM out-of-the-box functionalities, or you can write custom workflows with .Net code to do complex workflows. Workflow processes can run in background or in real-time and if required user input option can be given.

MS CRM 2013
Dynamics CRM
MS CRM 2016
D365 CRM
Workflow

How to create a Marketing Lists in Dynamics 365

By Himanshu on 4/20/2020
There are two types of marketing lists available in Dynamics CRM, Static and Dynamic. In this blog we will show these include in creating a Static Marketing list. Static lists have to manually have names added or removed from them and in Dynamics lists these are automatically updated based on an advanced find query applied to it.



Static and DynamicStatic and Dynamic

Dynamics CRM
Marketing Lists in Dynamics 365
Static and Dynamic marketing lists in Dynamics CRM

D365 Customer Engagement vs Dynamics CRM- Time for an upgrade

By Himanshu on 1/14/2020

Two years back a huge storm on Dynamics thrashed the CRM world. In 2016 The Dynamics 365 was set out in the market making much buzz about its features and different other aspects. Thus the companies who were the users of Dynamics CRM were in huge trouble, some changed their CRMs while others got much impatient about it. Now the big question that arises is that is it a wise decision to change or even switch to Dynamic 365? Let’s take a close view of it!

Dynamics CRM
D365 Customer Engagement vs Dynamics CRM
dynamics 365 customer engagement plan
MS Dynamics
MS Dynamics 365

Unified Client Interface in Dynamics 365 Engagement Plan

By Himanshu on 1/14/2020
The new Unified Interface is a bond between web and mobile platforms, providing a dependable experience across devices by utilizing a responsive design for optimum viewing and interaction regardless of the device's screen size or orientation.
Dynamics CRM
MS Dynamics 365
MS Dynamics 365 Engagement Plan
Unified Client Interface
Unified Client Interface in Dynamics 365
Blog Calendar
Blog Calendar List
2024 Apr  18  4
2024 Mar  31  4
2024 Feb  26  3
2024 Jan  7  7
2023 Dec  13  6
2023 Nov  41  5
2023 Oct  112  12
2023 Sep  234  9
2023 Aug  61  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  35  5
2023 Mar  94  6
2023 Feb  109  5
2023 Jan  39  4
2022 Dec  94  7
2022 Nov  254  2
2022 Sep  13  1
2022 Aug  28  2
2022 Jun  7  2
2022 May  3  2
2022 Apr  6  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  11  1
2021 Aug  37  5
2021 Jul  36  4
2021 Jun  1238  5
2021 May  31  3
2021 Apr  2032  3
2021 Mar  188  5
2021 Feb  2132  7
2021 Jan  3070  9
2020 Dec  445  7
2020 Sep  74  3
2020 Aug  681  3
2020 Jul  128  1
2020 Jun  75  3
2020 Apr  69  3
2020 Mar  13  2
2020 Feb  28  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  30  1
2019 Jan  23  2
2018 Dec  69  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1147  11
2018 Aug  7  2
2018 Jun  13  1
2018 Jan  68  2
2017 Sep  585  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  62  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  135  4
2017 Feb  781  4
2016 Dec  204  3
2016 Nov  830  8
2016 Oct  305  10
2016 Sep  704  6
2016 Aug  39  1
2016 Jun  1876  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  478  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1464  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5335  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5279  1
2014 Jul  48  2
2014 Apr  2578  12
2014 Mar  301  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  689  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2290  10
2013 Feb  127  3
2013 Jan  343  2
2012 Nov  57  2
2012 Oct  499  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote