Tags » Microsoft Dynamics CRM

Limitations to using Business Rules - CRM 2015

Here are the main limitations to using business rules from Microsoft official materials:

  • Business rules run only when the form loads and when field values change.
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Microsoft Dynamics CRM

How to insert dynamic data while distributing surveys using the ‘Voice of Customer’ in Dynamics CRM 2016

‘Voice of Customer’ has indeed been a great solution provided by Microsoft. And recently we showed a demo to one of our customers and they were just taken aback by this new feature. 436 more words

Microsoft Dynamics CRM

{Issue Resolution}Changing security attributes is not allowed in stage 20 plugins in Dynamics CRM 2015

Issue Description:

Recently in a migration project, we had a requirement to implement an override on Owner field.

We used plugins to achieve this and started getting following error message: 139 more words

Microsoft Dynamics CRM

MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – Sales Analysis (Built in Reports)

Sales Analysis is the next topic I intend to review as I prepare for the MB2-713 certification (Microsoft Dynamics CRM 2016 Sales)

I’ve already covered goals in a previous post, in addition to goals you’ll need to be aware of the Excel feature, understand charts and dashboards. 673 more words

Microsoft Dynamics CRM

USD – CloseActivity (and ExecuteOnExpressionTrue and ExecuteOnTimeout and RunXrmCommand)

Unified Service Desk (USD) for Microsoft Dynamics CRM provides an action called CloseActivity but how does this work, when might you use it?

CloseActivity

CloseActivity… 2,201 more words

Microsoft Dynamics CRM

MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – Goals

Welcome to the next instalment in my series looking at revision topics for the MB2-713 certification. (Microsoft Dynamics CRM 2016 Sales)

In this post I am going to look at goals. 1,072 more words

Microsoft Dynamics CRM

Webinar on 7th May, 2016: Platform Enhancements in Dynamics CRM

As you know, positive customer experience is an increasingly important ingredient for companies to win and retain customers. Customer engagement by Microsoft Dynamics helps companies create long-term relationships with their customers by delivering exceptional experiences based on knowledge and trust. 124 more words

Roohi Shaikh(MVP)