Osmosys is delighted to introduce its new service “XRM Webkit” to all the Microsoft Dynamics CRM users at free of cost.
For one of our clients’ we needed to communicate to a WCF service using JQuery/Ajax from CRM.
CRM is a hosted version, uses IFD and the WCF service which communicates to and from CRM uses http protocol.
Orchard is an open source Content Management System which is built on ASP.NET MVC platform. Microsoft Dynamics CRM can be integrated with Orchard, to create CRM web portals. Jim Wang created one such CRM Module for Orchard.
Dynamics CRM web portal is a front end application which is built as module in Orchard CMS. It supports Microsoft dynamics CRM 2011,2013 and 2015 (online and on premise).
One of our clients uses MS CRM 2013 Online and Exchange Online. The requirement is to convert a received Email into a case and then move that processed email to a specified folder. Though Dynamics CRM 2013 provides an out of the box solution for converting an Email to a Case, this client’s requirement warranted a custom solution.
The picture below shows the flow of events that are involved in achieving this requirement.
CRM 2013 includes much awaited features which were being requested by the CRM users, which has made MS CRM more user friendly. Let us take dive into the new features included in this latest instance.
Editing on par with Desktop apps
Inline editing in a grid is a very common feature in desktop applications which made its way into web apps too. MS CRM introduced this feature in the sub-grids such as Opportunity Products, Quote Products.
Microsoft has upgraded all MS CRM 4 online instances to 2011 quite a while ago. Many users’ utilize custom solutions (ASPX etc.) which connect to the online instance and provide additional or advanced features. It is likely that all such solutions still use MS CRM SDK v 4.0. Although Microsoft and best practices dictate that all such code should be upgraded to MS CRM 2011 SDK, it is again likely that the time and cost involved could’ve prevented many.
This article is for all such users’ who could’ve experienced sudden trouble with WILD ticket retrieval. It also assumes that code similar to the attachment/below is used to get a WILD ticket.
With Skype being integrated with MS CRM 2011 out of the box, it gives greater access to people/customers and changes the way we communicate with customers.
With Skype we can make calls straight from CRM without the need for a Phone Integration. Of course for this to work, Skype needs to be installed on the user’s machine and we should have the facility to call from Skype
What is Application mode?
When this option is enabled MS CRM launches into a special Internet explorer window that does not have menu bar, address bar, and tool bar. This option is to hide additional features which are not required for normal users. However, this option has an annoying behavior where a message box is shown before MS CRM is opened in another window. (This was default behavior of CRM 3.0)
Wide usage of cloud based solutions triggered the makeover of existing software solutions. In Microsoft’s case it started with MS CRM 4.0 online and continued to MS CRM 2011, MS SharePoint 2010 and its ubiquitous product MS Office to Office 365. Like it always does, Microsoft planned this migration keeping in mind the interconnectivity between its cloud based offerings.
This post talks about such interconnectivity between MS CRM 2011 and Exchange Online through the Email Router.
Sections to follow will explain how to configure email sending and receiving functionality through the Email Router for the MS CRM users’ and queues’. Before continuing, please ensure that the online exchange email account to be used is valid.
When we create a CRM Quote, the Total Tax of the quote is calculated as the sum of individual taxes of the respective Quote Products. i.e., Tax can only be declared for Quote Products. There could be situations where default tax % has to be set instead of asking the end user to enter the tax manually. Since MS CRM doesn’t provide a direct way of doing this, either of the options explained below can be adapted.