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CRM 2015 Update 1: Sitemap Entity Color

Change the Sitemap ColorPreviously, in the forum, many people ask why this entity has this color while other has different color? But, custom entity has the same color?Custom Entity in previous...

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CRM 2015 Update 1: Exploring and Understanding Themes Deeper

Theme?Theme is new feature and also new entity introduce in CRM 2015 Update 1.This is coming as the new trend and becoming fewer in term of the new improvement in UI design for most CRM User, who has...

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CRM 2015 Update 1: Themes and UI Mapping Dictionary

Here is the mapping between actual UI and the Theme Attributes value in new CRM 2015 Update 1 versionNavigation BarForm NavigationEntity View navigationForm#1 System User Form (as Example)#2 Case With...

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Permissions for Configuration Manager

When trying the new Configuration Manager for AX 2012, I got an error when exporting a stored configuration. The message in LCS said only that an unknown error occurred, which obviously wasn’t very...

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ABU DHABI INVESTMENT PROPOSAL

ABU DHABI INVESTMENT LLPSANDERSON HOUSE STATION ROAD, HORSFORTH, LEEDS,LS18 5NT, UNITED KINGDOMGood Day,I am Paul Weller, Abu Dhabi Investment LLP; a business developer, stock broker and portfolio...

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Universal Excel Import

Do you know "Universal Excel Importer"? We have it on new NAV, from NAV 2013. Simply import data from Microsoft Excel with 4 steps: Step 1: Browse Excel file. Step 2: Select Excel Sheet...(read more)

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Microsoft Dynamics CRM 2015 – How To Enhance Global Search by Adding/Removing...

The global search functionality in Microsoft Dynamics CRM is a great tool for looking up information in a fast and efficient way. Just type in a word and the global search will pull up every entity...

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Customizing Lead Qualification Process in CRM 2015

This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical...

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Tips: CRM C# Create Validated Parent and Child Records at Once as one Big...

Business RequirementOften, we have requirement to create records which are having Parent and Child Relationship.For example, Transaction and Transaction Detail (custom entities), Quote and Quote...

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Posting Groups #10 – Item Returns Posting (Sale & Purchase)

In my earl posts about posting groups, I have showed purchase and sales processes. But both of these processes have its opposite processes. If our customer wants to return items to us, we can use...

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#MobileCRM: Am I missing something? – part 4

In this series of articles I’m exploring the mobile Dynamics CRM app. In the previous article I compared the apps for iOS, Windows Phone and Android. In this article I’m going to take a look...(read more)

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Fraud and the Small Business – May 21 Webinar ‘…

Fraud and the Small Business – applies also to #charity organizations.Fraud and the Small Business – May 21 Webinar ‘…Take your gross revenues for last year and multiply them by 5%. That is the average...

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Tip #384: Billable emails

Would you like to make your emails billable? Of course, you would. Add the field(s) dealing with the billing information and you’re all set, right? Not so fast. The problem is that tracked emails...

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Batch Creation of Warehouse Shipments

In one of my previous blog posts about processing shipments I mentioned a batch job I developed many years ago to automatically create warehouse shipments. I have since that post received many requests...

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Fraud and the Small Business - May 21 Webinar '...

Fraud and the Small Business - applies also to #charity organizations.Fraud and the Small Business - May 21 Webinar '...Take your gross revenues for last year and multiply them by 5%. That is the...

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Microsoft Dynamics Partner Roundup; New AX document management, CRM sales...

In this week's Microsoft Dynamics partner news roundup: Axiopea Rolls Out Document Management Solution for Dynamics AX; ConnectAndSell Announces InstantResponse Integration to Dynamics CRM City of...

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Microsoft Dynamics Partner Roundup; New AX document management, CRM sales...

In this week's Microsoft Dynamics partner news roundup: Axiopea Rolls Out Document Management Solution for Dynamics AX; ConnectAndSell Announces InstantResponse Integration to Dynamics CRMCity of...

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Microsoft Dynamics Partner Roundup; New AX document management, CRM sales...

In this week's Microsoft Dynamics partner news roundup: Axiopea Rolls Out Document Management Solution for Dynamics AX; ConnectAndSell Announces InstantResponse Integration to Dynamics CRM City of...

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Using the Support Debugging Tool to create user accessible SQL Scripts – Part 1

It has been a while since I have posted a technical article on the blog. This is because I am spending almost all my time working on bringing some existing and new products to market. I am still...

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From the Microsoft Dynamics AX Blogs: Performance and retail features;...

A selection of the latest insight from the Dynamics AX blogs: Retail and System Performance; How to Fix Error When Running AX 2012 Reports: "An Exchange Rate Cannot Be Found For Exchange Rate Type ZZZ...

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