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Tag Archives: Microsoft Dynamics CRM

Dynamics CRM Content Pack for Power BI

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Date : April 4, 2017

Part 1: Embedding Content Pack in Web Page

The Microsoft Dynamics CRM content packs for Power BI allow you to easily visualize data in your Dynamics CRM Online or on-premises tenant. The Sales Manager content pack focuses on sales related CRM entities such as Leads, Opportunities, Accounts etc. and analyzes sales performance through key metrics like Won and Lost Revenue, Sales Leaders, and Top Accounts. Similarly the Service Manager content pack includes data from service CRM entities such as Cases, Queues, and Knowledge Articles. You can deploy the content packs in Power BI service to show data from your Dynamics CRM online or on premises tenant, and customize the content packs to display custom fields or option set values you may have added to the CRM entities as part of your deployment. Continue Reading…

Six Ways A Customer Portal Can Connect Your Enterprise

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Date : March 15, 2017

A quick check of iTunes reveals a stark truth – there is no such thing as a greatest hits album for on-hold music.

Yet, there your customer lingers, phone propped on their shoulder, while they listen to some faceless jazz tune and contemplate exactly how they’ll react to this lengthy wait: They could simply complain to your customer service rep once they pick up the phone. More likely, they’ll spew their frustration in 140 character Tweets, or a colorful Facebook post. Continue Reading…

Five myths about CRM

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Date : November 23, 2016

The Five Myths about CRM

Someone out there who is reading this blog is still using Microsoft Excel in their organization to manage their customers. You know who you are: The one still asking your employees to take those precious, hard-won consumers, and to drop them haphazardly into an Excel spreadsheet – depositing them into a file that lives in “My Documents” on a single machine, never to be heard from again. Continue Reading…

TRID Compliance for Mortgage Industry and its Repercussions

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Date : September 16, 2015

The (TRID Compliance) TILA-RESPA Integrated Disclosure rule consolidates four existing disclosures required under TILA and RESPA for closed-end credit transactions secured by real property into two forms: a Loan Estimate that must be delivered or placed in the mail no later than the third business day after receiving the consumer’s application, and a Closing Disclosure that must be provided to the consumer at least three business days prior to consummation (TILA-RESPA Integrated Disclosure rule). Continue Reading…

6 awesome new features in CRM2015

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Date : August 11, 2015

The Microsoft Dynamics CRM 2015 release has wide range of awesome new features which provides seamless experiences to the clients and better management of sales and lead. It’s difficult to pick the favourites from the great additions. I picked up 6 awesome new features in CRM2015 which I thought are really useful. Continue Reading…

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Date : March 4, 2015

Overview

You are using Microsoft Dynamics CRM. In this blog I will discuss about how you can add Client Side Scripting using JavaScript for the purpose of programming your Dynamic CRM.  You can use such client side scripting to implement your custom field validation.  For example, you want to validate mobile # to check whether it is 10 digit numbers. In this case instead of setting rule which is a server side validation where a server trip is required for the process to validate, you can use a pure client side scripting. Continue Reading…