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Dynamics 365 Reporting and Dashboards for Manufacturing Organization

As a top management executive of a manufacturing organization, one of the key responsibilities is to make sure all of the business units or divisions are performing well i.e., right from the sales – delivery to support. Also, being in a manufacturing sector, given the amount of competition faced in today’s fast-paced world, the quality…

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ServiceNow London Release: New Features to Look Out For

Each ServiceNow release offers some major breakthroughs in the service industry operations and delivery efficiencies. There has been many speculations on the upcoming ServiceNow London version (scheduled to release in 3rd quarter-2018). Here we better understand the capabilities set to release with ServiceNow London and how it will service the industry better. Fully Agile Process…

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Crowd Sourcing Case Study
What is ServiceNow? – Manage anything IT!

With an insufficient domestic talent supply and the ‘doubling down’ by the Administration on its restrictive immigration policies, the ability to attract and recruit IT professionals in high demand skill sets who have many options will continue to be at a premium. – says TechServe Alliance CEO Mark Roberts.   Due to a huge gap in the…

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The Need for Speed in IT Recruiting

Is your IT recruitment in doldrums owing to a new power shift in job trends? If you believe you’re doing OK, think again. Hiring for information technology professionals has become more agile and strategic than ever before. Here’s why: Unemployment rates are at a record low and IT employment is expected to grow The unemployment…

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GDPR Compliance and Dynamics 365

Security and privacy concerns in business have skyrocketed recently. Organizations are now heavily focusing on security, not just to safeguard their assets and customer privacy but also to comply with security guidelines. If you own a business and manage personal data, you’ve probably heard of it – and if you haven’t, the time has come…

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D365- Project service automation
Dynamics 365 for Project Service Automation

To track and manage the delivery of products, managers have been using different software tools in the past. With the now popular Microsoft Dynamics 365 for Project Service Automation, you can build your work breakdown structure into a project plan, which is a robust end to end solution. Microsoft Dynamics 365 for Project Service Automation…

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D365 Marketing
Dynamics 365 for Marketing

Dynamics and marketing go way back. The people who have used Dynamics CRM for a couple of years now will be familiar with the Marketing module and what it covers …. Or, should  I say, used to cover. As we know, Microsoft has made the decision that Microsoft Dynamics Marketing will be discontinued as of May…

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Microsoft Group- D365
Office 365 Groups for Dynamics 365

Office 365 is a Microsoft application which deals with sharing of emails, notes, and documents in a group by using Office online, OneNote, Word, and Excel. Integration of Office 365 with Dynamics 365 became much easier due to the release of latest version of Dynamics 365 Online. Through this integration work life has become much…

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D365- Field Service
Microsoft Dynamics 365 for Field Service

Dynamics 365 helps field services in a host of activities. Field technicians can store, update and access information whenever needed and it also enhances customer visibility, which helps to maintain a healthy customer relationship for a  longer period. The Field Service feature helps to interact with technicians and also helps them know detailed task information…

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D365- Talent management
Dynamics 365 for Talent management

Talent acquisition, transformation, and management are critical anchors for any organization. The Human Resource Department often finds themselves submerged in an ocean of challenges ranging from unskilled labor, less than optimal employee engagement, and loss of top talent to other organizations. Adding to this, around half of the employers are concerned about the shortage of skilled talent.…

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Dynamics 365 – Relationship Insights

Relationship Insights leverages the data-integration and artificial-intelligence capabilities built into Azure to combine and analyze your Dynamics 365 and Microsoft Outlook data. Relationship Insights uses the insights derived from this analysis to surface features that help guide you in your daily work find critical opportunities manage email communications identify actionable email messages propose the best…

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Microsoft Flow: Simplifying tasks in Office 365 & Dynamics 365

What is Microsoft Flow? Microsoft Flow [MS Flow] is a powerful tool which lets you sit back and relax while it does things for you in the background in Office 365/ Dynamics 365. In layman terms, Microsoft Flow is a set of rules that lets various apps communicate with each other automatically. Features of MS…

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How to configure your Interactive Service Hub?

In the previous post, we discussed about the Interactive Service Hub (ISH), and how it can make the life of a user simple. Now, this time around, I will be laying down the steps to go ahead and configure the ISH to suit your requirements. The ISH is part of the default settings within Dynamics…

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Meet ISH – Interactive Service Hub of Dynamics 365

Microsoft Dynamics 365 has brought about many changes to how you interact with prospects, leads and customers. When you are looking at upping your customer service, use the all new intuitive and interactive experience from the Interactive Service Hub (ISH). It’s loaded with rich dashboards and redesigned forms that pull together key information so you…

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4 Reasons why you should Upgrade to Dynamics 365

Microsoft Dynamics CRM has always been focused on creating a seamless customer experience and bringing customer engagement through a faultless service oriented sales approach. But, when there are so many interactions in the digital world, a customer is bound to get frazzled and in this mayhem, it is all the more difficult to capture the…

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How To: Background jobs in Web Application using Hangfire

Don’t you not like it one bit when users think that your application is sluggish? And you know that, you really cannot do anything about it, because it is interacting with third party services, tools, vendors, and is just doing way too many tasks and some of them really complex. If you think, the user…

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How To: Audit Summary and Login Tracking

Organizations need to track changes made to business data for maintaining security, examining the history of a particular data record, documenting modifications for future analysis and record keeping, and being in compliance with regulations. Why auditing? The audit logs help the Microsoft Dynamics CRM administrator answer questions such as: Which user was accessing the system…

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Microsoft AppSource: Helping your business work smarter

Dynamics 365 has brought in one-click integration of business solutions through Apps. The apps cover a range of needs such as sales, recruiting, payments, analytics, forecasting and much more. Microsoft AppSource is more than just a destination for SaaS business apps, it is a growing community for every user of Microsoft technologies to cater to…

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How To: CRM Online & Azure Bus Integration

Microsoft Dynamics CRM and Azure cloud together can bring great potential to any technology solution. This brings us to the point of integrating these two systems. We had previously shown you how to integrate Azure with Dynamics CRM employing the on premise listener. Apart from this method, we can also use the two way listener…

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What NOT to do when upgrading your Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM has evolved drastically over the past few years. There have been many updates and versions released, with a range of new features and improvements at each stage along the path. During the upgrade of a Dynamics CRM environment, there are a few points to bear in mind to ensure a hassle- free…

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Integrating Microsoft Dynamics CRM 2016 Online with Azure Service Bus Queue

With the advent of Microsoft Dynamics CRM 2016 online many new features have been incorporated. One such feature that we all have been waiting for long is, seamless integration of MS CRM with Microsoft Cloud or popularly known as Microsoft Azure. You can connect Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016…

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Dynamics 365 – Understanding it beyond the words

Microsoft made a big announcement at their recent conference in their path to a cloud- only mode which started 5 years back, when they moved Office to the cloud, and named it Office 365. This fall, they will be bringing in CRM and ERP to the cloud under the banner of Dynamics 365. This will…

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Connecting the dots for an IoT scenario

What is Internet of Things (IoT)? Today IoT is a buzz word in the market. But, what is IOT- Internet of Things? Internet of things is all about collecting and managing massive amount of data from a rapidly growing network of devices and sensors, processing the data, and then sharing it with other connected things.…

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Setting up CI & Deployment Automation – Ansible

Recently, we did some great work on Continuous Delivery and thought we should share our learnings.  We implemented the solution of Continuous Integration & Auto Deployment (Continuous Delivery) for a major Australian customer in retail & ecommerce space.  The challenges we faced were to maintain several instances of the site for the retail application which…

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Composite Controls – Features and Customization in Dynamics CRM

MS CRM 2013 came in with new features which changed the usability, design and customization options within CRM. In this post, we will be looking at Composite Controls, a new feature in MS CRM 2013. We shall detail how to customize the flyout items of the control in MSCRM 2015. Composite field is a new…

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Custom Auto Deployment: A Client – Server Model

Auto deployment is extremely useful when installations need to be carried out at multiple locations in a quick and effective manner. One of our customers, one of the major ISVs in Behavioral health with over a hundred client installations, were handling many such installations manually.  The process in place used deployment via remote connection to…

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Visual Controls for MS CRM 2016 Mobile

Microsoft Dynamics CRM 2016 introduced lots of new features for Mobile/Tablet. Especially rich set of new controls to create more touch-friendly experience on CRM Phones and Tablets. To use these controls in the form editor: Double-click the field or list you want to add the control to. Click the Controls tab. Click Add control. Select the control you…

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Segmented Solutions and Patches in Dynamics CRM

Another awesome and useful feature that every system customizer waited for – Segmented solutions and patches  in MS CRM 2016. Now we can export the solutions with entity fields, forms and views rather than entire entity using patches and cloned solutions. Following things should be taken into consideration when you create a patch. A patch…

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Organization data service (OData v2 REST endpoint) deprecated

Organization data service (OData v2 REST endpoint) deprecated The OData endpoint uses the Open Data protocol. This protocol implements a “RESTful” design pattern. REST represents Representational State Transfer. REST is an architectural style in which every resource is addressed by using a unique URI. In Microsoft Dynamics CRM, Odata endpoints are enabled as part of…

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Whats new in MSCRM?

It’s always good to be up to date on the releases and features of Microsoft Dynamics CRM. Knowing the features increases your Microsoft Dynamics CRM knowledge as well as let you analyze the suitability of customizations for a CRM project. With the release of Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online Update, various…

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How Global Search Works!!

Global search uses Quick Find Entity View to search the records. If a field should be searched globally, add the field as a Search column under Quick Find View of the associated entity. Navigate to Settings > Customizations > Entities > Expand the entity for which the search field should be added. Select on Views…

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Configuring Field Level Security Profile

In our last blog, we shared knowledge on Global Search in MS CRM 2015. Today, let’s discuss about how to Configure Field Level Security Profile in MSCRM 2015. In MSCRM, Record-level permissions are granted at the entity level. Sometimes, we may have certain fields associated with an entity that contain data that is more sensitive…

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Sitemap impact with solution import on different CRM versions

CRM vertical solutions are required to function on different Dynamics CRM versions to enable users using different versione benefit from the solution. Herein, when using a common sitemap for the solution, importing it on different CRM versions will result in some loss of links and as a result, errors. Problem: When an unmanaged solution from…

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Cloud and mobile revolutionizing the pharmaceutical industry

Compliance tracking, globalized clinical trials and outsourced vendors has made it almost mandatory for this industry to push aside the traditional outlook and get onto the technology bandwagon. Pharmaceutical regulatory compliance is primarily dependent on the management of the compliance process and thorough documentation to deliver complete business efficiency. There are many divisions within the…

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Sitemap Issues with CRM Migration

Dynamics CRM 2015 has a host of features which have been given a much needed uplift from CRM 2013 and moreover from CRM 2011. Hence, migration of solutions run into concerns during or after migration due to a variety of reasons. Here we will look at the issues which crop up concerning sitemap customizations when…

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Insecure Direct Object References – Closing the doors

We have all worked on scenarios where we grant system object access to certain users based on the parameter, provided by them. Sometimes, the user just changes the parameter passed as input intelligently, and she gets access to some restricted documents or db data. For example, you should not be able to see your manager’s…

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Cross-site Scripting (XSS) – Focus on validation for web applications

As a part of this security series, I had posted previously about SQL injection, and how this simple concept can manifest itself into a major security concern.  This blog post will focus on validation of input and output in a web application. Validation of Output? Yes. In web-application it has been noticed that we validate…

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How to – Visualizing Hierarchical Data in Dynamics CRM 2015

We had discussed earlier about some of the top features in Dynamics CRM 2015, and one that we missed out on picking up was the new and powerful feature – Visualizing Hierarchical Data. As we have started to use this feature, we have realized the sheer potential this feature can bring in for quicker, efficient and…

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SQL Injection – A simple query which can manifest as a security concern

In my previous blog,  I focused on the security issues associated with broken authentication and session management concerns. Here I shall focus on the security and the vulnerability quotient of an application. I will discuss about the threats and their possible solutions. I will also mention few tools that aid the hacker in outsmarting the…

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Strategies for Web Application Performance Optimization

Before You Begin Know yourself and know your enemies, use you ammunition to annihilate the enemies. So before going for a war, first figure out whether you have enemies (performance issues). Is your application not meeting the performance benchmark? There is always scope of improvement, albeit in diminishing returns, so your performance work would be…

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Broken Authentication and Session Management – A security concern

This blog post showcases the need for protecting user’s password, the password habits that the application should enforce to the end user, and the practices that a developer should follow to secure a user’s information, especially the session information. This blog will also focus on aspects of session management. Security Business Case A authenticated user…

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Top 5 features in Microsoft Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has many new and improved features, which presents great improvements in how we can utilize the platform better. The updates will enable marketers to plan and execute marketing campaigns better, track impact, and strengthen collaborations with the sales process. Customers today have higher expectations from businesses and to meet…

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Increase Sales Productivity with Microsoft Dynamics CRM Online

Business sales have been changing since the advent of internet. It has been a slow and steady change which has been led by social media primarily, amongst a host of other features which were unleashed by the internet. First week, October, Microsoft announced that it will offer a Sales Productivity solution that combines Microsoft Dynamics…

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Microsoft Social Listening: Hear Customers and Drive Revenue

Armed with a smart phone, every customer is a source of praise or rant. And more often than not, it is the latter which you need to be looking out for. But if intercepted at the correct juncture, a rant can also be sufficiently mellowed in impact. Microsoft Social Listening offers a powerful analytics tool…

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Filtered lookup for Dynamics CRM 2013

Filtered lookup is a feature which was introduced in Dynamics CRM 2011, a greatly appreciated improvement from CRM 4. Prior to this, developers had to use third party tools to achieve the same result. So, let’s start at the very beginning What is filtered lookup? When you have a large data set, and you want…

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Doctrine Migration – Part 2

Doctrine migration has been used by me many times, and there are some small changes which affect the process, and some others which help us to use the migration process better.  Part 1 of the Doctrine migration series depicted how to go about a migration set up. Now, I shall go about explaining in a…

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