Blog - MS CRM 2013

Microsoft Dynamics 365

Tue, 20 Jul 2021 08:01:00 GMT

We all are familiar with the term time is money, that phrase is relevant now more than ever. With several new and old business shifting their business to Digital management of their workflow to achieve a boost in productivity Microsoft Dynamics 365 CRM is a treat hard to resist. To understand the benefits of Microsoft Dynamics 365 we must first be familiar with CRMs

Customizations in Microsoft Dynamics 365

Tue, 13 Jul 2021 12:00:00 GMT

As we discussed in our previous article Microsoft Dynamics 365 comes with plethora of options we can use to customize the CRM according to our needs without writing any code.

Use of coding in Dynamics 365 customization

Tue, 06 Jul 2021 09:45:00 GMT

Even though we are provided with a lot of freedom when it comes to customizing Microsoft’s Dynamics 365 we still run into a scenario now and then where to fine tune our CRM experience we have to take help of Coded customizations

How to create Calculated Type of fields in Dynamics 365 form

Mon, 26 Apr 2021 09:42:00 GMT

In this blog we will tell you how you can create calculated type of fields in dynamics 365.

How to create a team and add users to it.

Fri, 02 Oct 2015 06:28:00 GMT

In this blog it is explained how to create a team in MS CRM and to add member/user in it.

How to import solution to Crm

Fri, 04 Sep 2015 07:13:00 GMT

How to import solution to Crm

How to create a solution and how to export it.

Fri, 04 Sep 2015 06:28:00 GMT

The process for creating a solution in MS CRM 2013 and how to export it is explained in this blog.

How to Create a Custom Dashboard by Using MS CRM 2013

Wed, 09 Apr 2014 10:22:00 GMT

It is used for Sales, Service and Marketing. Dashboards in Microsoft Dynamics CRM provide an overview of business data; actionable information that is viewable across the organization.

You can create two types of dashboard:

System Dashboard: A system dashboard is used provide the all users in the organization, and you can be set as the default dashboard for the Organization and you can be changed the default dashboard for the Organization.

User Dashboards: it is used according to user. An individual user owns a user dashboard. You can be assigned to other users or teams. A user dashboard can be set as the default dashboard for individual users.

Change/Update the Address Included Field in CRM 2013 with Business Rules.

Thu, 03 Apr 2014 08:10:00 GMT

Recently CRM Up gradation from 2011 to 2013, in CRM 2011 Address fields (Address Street1, Address Street2, Address Street3, ZIP/Postal Code, City, State and Country/Region) some fields is via Lookups (City, State and Country/Region), it is mentioned on the form but, in CRM 2013 default Address composite field combined all the 7-fields;(Address Street1, Address Street2, Address Street3, ZIP/Postal Code, City, State and Country/Region) mentioned on the form but I cannot replace default fields (City, State and Country/Region) with their new Lookups if we use to Business Rule then I can hide default fields (City, State and Country/Region) and also can mention the rest 3 new Lookups under same section.

New interesting facts and feature of Microsoft Dynamics CRM 2013

Mon, 10 Mar 2014 07:24:00 GMT

Microsoft Dynamics CRM 2013 is launched with lots of new advancements and enhancements that will definitely advances the CRM user experience and will enhances their business procedures. CRM 2013 also improved in different browsers and devices like tablets, mobiles usability.

Modifications and enhancements in CRM 2013 'DASHBOARDS'

Mon, 10 Mar 2014 04:56:00 GMT

You’ve most likely observed that the new innovative user interface has managed some changes and enhancements to dashboards. Now, the fundamental segments like Service, Sales and Marketing are having their own dashboards, which are personalized for the necessities of the role. We can take example for salesperson like when he logins the first thing they see is the dash boards having charts highlighting details like detail of their work opportunity and the current status of their sales.

Using Multiple Business Rules MS CRM 2013

Mon, 10 Mar 2014 04:17:00 GMT

This function is used to simple calculations in two fields built in business rule. It is an interesting functionality to be noted in Microsoft Dynamics CRM 2013 and this will be a great feature for a lot of users in our client base that are not too technical. It is used to developer’s help in order to implement very simple business.

How to import Leads in MS CRM 2013

Wed, 05 Mar 2014 12:42:00 GMT

This feature is used to import data records for any entity.You can use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files to import but here I would like to focus mainly include Contacts and Accounts in leads import in Lead Entity. Let's see how data import works in CRM 2013. Let's see how data import works in CRM 2013.

Microsoft Dynamic CRM 2013 – An Enhanced Way of Managing Customer Relationships

Wed, 05 Mar 2014 12:37:00 GMT

Generally, Customer Relationship Management refers to an automated system that is used to improve relationships with customers. It is a systematic approach for handling customer relationship. It is an essential part of any business strategy to achieve high level organization goals, enhance customer satisfaction, and attract new potential customers. Almost all large and medium scale organizations are using requirement specific CRM software systems for better and automated interaction with their potential customers. It is a fundamental ingredient of any successful medium or large scale business.

How to copy the same address to another address by Business Rules in CRM 2013

Thu, 27 Feb 2014 06:20:00 GMT

This feature is use to copy same address to another address on Contact , Account and Lead form but here I would like to focus mainly on contact form same address copy to another address for example (Physical Address copy to Mailing Address) click on (Same Physical Address Copy to Mailing Address) checkbox field. So it is an interesting functionality to be noted in Microsoft Dynamics CRM 2013. It is used for developer to develop in order to implement business rule.

How to import Contacts in MS CRM 2013

Tue, 25 Feb 2014 06:48:00 GMT

This feature is used to import data records for any entity (Account, Contact or Lead). You can use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files for import but here I would like to focus mainly on contacts import in contact Entity. Let's see how data import works in CRM 2013.

How to set Date Format in MS CRM 2013

Wed, 05 Feb 2014 05:23:00 GMT

I am trying to describe about the format of date setting format in MS CRM 2013.This feature is used to change number, date formats, currency and time zone in MS CRM 2013 according to the country selected by the user. Here I would like to focus mainly on date format.