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: D365
9 found

How to Show SSRS Report as a Dashboard Component in Dynamics 365?

By Anurag on 10/23/2023

In this blog, we will understand How to Show SSRS Report as a Dashboard Component in Dynamics 365.

Follow the following steps to Show the SSRS Report as in the Dashboard.

First, go to the Reports section from Advanced Find and find the report you want to add. And then click on the name of the report as if you were going to run it.

CRM Dashboard
D365
MS CRM
SSRS Reporting

Retrieve and update bulk records using Power Automate

By Anurag on 10/16/2023

The scenario here is to retrieve all the connections with the Plaintiff role and update them to the Plain Plaintiff role. Power Automate flow returns only the first 5000 records in the ‘List rows’ action by default.

D365
Power Automate
Power Automate Cloud Flow
Retrieve Bulk Records

Retrieve Data from Excel File Using C#

By Anurag on 9/15/2023

We can retrieve the data from the Excel file using two ways:

1. OLeDb Connection

2. Interop Library

Here we are going to use Interop Library.

We have a list of contacts in an Excel file named (Contacts.xlsx) with their Record ID, the scenario here is to retrieve the ID from Excel then use the ID to fetch the record from CRM and update the Contacts field “AE Assigned” to yes.

Console Application
D365
Interop
Retrieve Row from Excel

How to Add a Custom Button to the Command Bar in Microsoft Dynamics 365 using Power FX?

By Anurag on 8/17/2023

Microsoft Dynamics 365 allows for extensive customization, including the addition of custom buttons to the command bar. In this tutorial, we will walk through the process of inserting a custom button onto the main form of the Accounts entity. We'll use Power FX in the formula bar to demonstrate a simple operation.

Custom Button to the Command Bar
D365
Power FX

How to Get model-driven app notifications on mobile using Power Automate?

By Hani Dixit on 12/5/2022

In this blog, we will understand how we can get notifications related to a model-driven app on mobile using Power Automate (MS Flow).

Dynamics CRM
MS CRM 2016
D365
Microsoft dyanamics Crm 2013
mobile-notifications
MSflow
power-automate
push-notifications

Comparison between Salesforce and D365 in terms of features, pricing, integrations

By Himanshu on 9/11/2020

It’s a good idea to compare both CRM’s features, pricing, integrations, etc. to give you a general idea which CRM Software product is better for your company.

Microsoft Dynamics compared to Salesforce, in terms of easiness in using, both have a web-based user interface that clubs together information of a similar nature.

Comparison between Salesforce and D365
Comparison between Salesforce and D365 in terms of features
D365
integrations
pricing
Salesforce

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

Top Features To Look For In A CRM

By Sid Kapoor on 12/11/2018
Is your business looking for a CRM? Are you struggling to track leads, monitor relationship management, maintain your contacts and do more without the aid of technology? Do you need customer relationship management software that is easy to use and that accommodates the needs of your business? If this sounds like you, keep reading for some top features to look for when choosing a CRM and how choosing the right CRM provider can help your business grow and succeed.
.Net
MS CRM 2013
MS CRM 2016
.NET
CRM
D365
D365 CRM
Dynamic CRM 2015
Dynamics CRM
Dynamics CRM 2013
Dynamics CRM 2016

The Benefits Of Adopting A Customer Relationship Management (CRM) System

By Sid Kapoor on 11/11/2018

A Customer Relationship Management (CRM) system enables sales managers to store their important customer data in a central location and in an easy to use format making them much more effective and efficient at their jobs. Monitoring sales processes as well as their team’s performance can all be done using a CRM system to optimise their company’s sales and increasing company growth.

MS CRM 2013
Dynamics CRM
MS CRM 2016
D365
D365 CRM
Dynamics CRM
Blog Calendar
Blog Calendar List
2024 Feb  0  1
2024 Jan  5  7
2023 Dec  8  6
2023 Nov  18  6
2023 Oct  80  15
2023 Sep  129  9
2023 Aug  50  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  26  5
2023 Mar  74  6
2023 Feb  81  5
2023 Jan  32  4
2022 Dec  94  7
2022 Nov  237  2
2022 Sep  13  1
2022 Aug  26  2
2022 Jun  7  2
2022 May  3  2
2022 Apr  5  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  1144  5
2021 May  31  3
2021 Apr  1929  3
2021 Mar  187  5
2021 Feb  1963  7
2021 Jan  2701  9
2020 Dec  404  7
2020 Sep  73  3
2020 Aug  656  3
2020 Jul  122  1
2020 Jun  71  3
2020 Apr  64  3
2020 Mar  12  2
2020 Feb  27  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  24  1
2019 Jan  23  2
2018 Dec  53  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1107  11
2018 Aug  7  2
2018 Jun  12  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  132  4
2017 Feb  761  4
2016 Dec  203  3
2016 Nov  794  8
2016 Oct  302  10
2016 Sep  668  6
2016 Aug  39  1
2016 Jun  1862  6
2016 May  109  3
2016 Jan  71  2
2015 Dec  437  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1461  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  5334  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5257  1
2014 Jul  48  2
2014 Apr  2574  12
2014 Mar  300  17
2014 Feb  219  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  688  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2264  10
2013 Feb  127  3
2013 Jan  334  2
2012 Nov  57  2
2012 Oct  497  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote