Generate Invoice from Opportunity when Closing as Won

Sales process is one of the main OOTB business processes in Dynamics CRM. During the sales process Opportunities can be created from Leads (Potential Customers) and opportunities contain opportunity products. From opportunities, quotes can be created, orders can be created from quotes and then invoices can be created from orders. In this post let's see …

Salesforce Marketing Cloud Connector for Dynamics CRM

This is to introduce you Salesforce Marketing Cloud Connector for Dynamics CRM and to  give you a brief description on the purpose of using it and to explain advantages of combining Salesforce Marketing Cloud and Dynamics CRM for Marketing purposes. Following navigation item shows after the connector installation in Dynamics CRM. What is Salesforce Marketing Cloud? …

Azure Topic Issue : This client is not supported for a partitioned entity. The client version should be greater or equal than version ‘2013-10’

Dynamics CRM execution context can be sent to Azure Service Bus by using a registered plugin step using the plugin registration tool. However there can be issues when triggering events from Dynamics CRM entity and sending the context to the Azure service bus topic. Issues raised when trying to send any context to Azure are …

Sending Dynamics CRM Execution Context to Azure Service Bus

Nowadays different software systems are connected with each other in different ways to exchange data and services among them. Also maintaining cloud spaces for hosting and using cloud services have become very popular in the industry. Dynamics CRM 2016 can be hosted as on premise and it's available as Online as well and it supports exposing …

Creating Word Document Templates for Dynamics CRM 2016

Found a very good article on creating word document template for Dynamics CRM 2016 and just experienced the cool feature in CRM 2016 Online, provided from Dynamics CRM team. Using document templates, users can generate standardized documents with data in CRM. Also Excel document templates can be created under document templates. Here's the link to the article; …

Send Bulk Emails and Track Stats Back to CRM with PowerMailChimp

MailChimp Integrations

Maintaining campaigns, marketing lists and sending emails to different marketing lists in bulk are usual processes in Marketing. Dynamics CRM provides a useful set of functionalities under Marketing. MailChimp provides lot of web based features including Email designer, Email Template Creator, integration with different web applications, maintaining campaigns, create campaigns using mobile etc... http://mailchimp.com/ PowerMailChimp connects Dynamics …

Layered Multi Select Checkboxes – Custom Controls in CRM – Part 2

Layered multi level checkboxes challenge can be acheived by using CRM Optionset control and javascripts too. However there is a technique to be used to identify parent and child levels of the multi layered checkboxes. Each picklist item's value can be used to decide the layer of the checkbox. Control looks like this in the …