Unified Service Desk for Microsoft Dynamics CRM

Microsoft Dynamics

This is a simplified version to install, configure and use Unified Service Desk from Microsoft, which gives a unified view of the customer, integrating phone, SMS, Skype, contact details, case details and any other information that is relevant. We have used the Technet blog to create this.

 

http://1drv.ms/1Wfy06Q

 

 

SSRS Reports with MS Dynamics CRM Online

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One of the major limitations using any online CRM is the ability to create complex reports that need to be drilled down further. Like product wise sales, region wise sorted on buying cycles. We have created a simple step by step process to achieve this using SSRS on Microsoft Dynamics CRM 2013.

This is significant because hitherto, SSRS reports were used only on On Premises.

Please view the steps here: – http://1drv.ms/1QTJXP1

Microsoft Dynamics CRM reports using Power BI

Microsoft Dynamics

Power BI gives you flexibility to create awesome reports without going through the rigour of SSRS reports. Some samples from Microsoft Dynamics CRM 2015. http://1drv.ms/1JcHRGK

 

Parature Customer service will be available in India Feb 2015- Microsoft

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One of the most eagerly awaited arrivals on the CRM scene has been Parature, which was acquired by Microsoft last year.This blog will give you an indication why.

http://www.parature.com/2015-customer-service-predictions/

The Hitch Hiker’s guide to Dynamics CRM Implementation | Community Blog

Microsoft Dynamics

 

 

 

http://community.dynamics.com/crm/b/crmpowerobjects/archive/2014/09/11/the-hitchhiker-s-guide-to-dynamics-crm-implementation.aspx

Creation of Grid on entity form in MS Dynamics CRM 2013

  • These steps help you display excel sheet like table on entity form in the form of grid like structure.

    Step 1 Create an look up field (Relation with any entity). As shown in fig 1

Fig 1.

Step 2 Make look up field as mandatory after placing field on from. As shown in fig 2 an 2.1.

Fig 2.

Step 3 continued……

Fig 2.1.

Step 4: Add sub-grid into newly created tab or any where on the entity form based on your requirement and set properties like shown in fig 3.

  • In Data source Section

    Records= Related Records only

    Entity= Combination of schema name and look up field name select that.

    Default view= select and edit according.

Fig 3.

Step 5. Edit or Add new columns (as shown in below fig) according to requriment in grid view which is located in Data source section in grid properties dialog box

  • In Data source select

    Default view= select and edit view according to your requirement.

Fig 3.1

Step 6. Continued..

Editing View by adding new columns adding filter to view. And Save As a new view. As shown in fig 3.2.

Fig 3.2

Step 7. Select the newly created view from grid properties dialog box as shown in below fig

Fig 4.

Step 8. Save and publish the form. Gird will appear according to your view but it will be in disabled state. As shown in fig 5

Fig 5.

Fig 5.1

  • Above grid will be activated after saving entity record.

Top Industry Analysts Review Microsoft Dynamics and give it a thumbs up.

 

Microsoft Dynamics

Both Gartner and Forrester Research put Microsoft in the ‘Leader’ category when it comes to Sales, Marketing and Customer Service.

Top Industry Analysts Review Microsoft Dynamics.

 

 

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