Soluzione CRM Consulting Services

In release 1 of SolzEditor  – HTML Email Editor, one of main limitations of the current solution was to add dynamic CRM data fields to the email template. That is one of the primary reasons why at the end one had to open template in the core CRM editor and then add these fields. This problem has been addressed in the recently released version. This version of SolzEditor allows one to select the CRM entity and add CRM attributes to the template natively. Let’s look at how you can add dynamic entity attributes below. 1. Go to HTML Email Template Editor and open an existing template say Case Escalation. 2. As you can see the HTML template is loaded and editing area and much similar to how it is in the core CRM the dynamic fields are highlighted in yellow . 3. You can see two new dropdown options, first one is Entity in which a list of related CRM entities is loaded. This list depends on the type of template i.e. is it an email template for Account or Contact or ...

CRM for Education When it comes to sales & management, CRM is the coherent topic to make discussion. But now it is demanded in education institutes also for better management in processes. CRM solution cultivates meaningful operations in an institute in time bounded manner. CRM for educational institutes is a need of modern times for customized workflow & operations in the Institute. It tracks activity, enables greater productivity, manage tasks and provide required support for recruitment, enrollment and retention of students’ records. How CRM is helpful for institute? It is helpful in managing marketing campaigns of an institute while managing day-to-day contacts, online applications, recruitment process, program admissions and respond to enquiries with creating dynamic cross-media marketing campaigns and managing event registrations can also be done with helpful CRM solution What else? Apart from this, it reduces time spent on data collection since it is ...

AutoComplete  is one of the most desired and advanced feature for  Dynamics CRM  2016. It not only enhances customer experience but helps in fast and accurate entry of records. AutoComplete can be implementedon simple text fields as well as for complex and composite fields (e.g. Composite Address fields). Let’s walk through using an example The example given below is for implementation of  “Autocomplete feature”  in  Dynamics CRM  2016for simple text field such as Country in Address Details. One may simply type few characters in the field and a list of country names is displayed in sorted manner. Assume the simple text field on which we want to enable autocomplete feature is “na_country” and an entity CountryMaster(na_countrymasters) contains the master list of countries. Create a web resource say  “AddressDetails.js”  which will have 2 methods: Method 1:LoadAutoComplete This method is executed at the time of ‘Form Load’ to ...

For Microsoft Dynamics CRM 2015/2016 , one of the major challenges faced by developers is generating Auto numbers on various entities. To overcome this, Soluzione IT services releases  “Solz Auto Counter” solution to automate the process of adding counters to the CRM entities. It allows user to configure counter for default as well as custom entities. Here, you can put any prefix, suffix, counter zero padding and specified date formats with Auto numbering. You can set initial value of counter and its incremental value as well. At any point of time it can be activated or deactivated. You can also provide Security Role as per the user access in Dynamics CRM, it can be Read Only or Admin Access. One can configure the Auto counter as per the example given below. 1.Install the SolzAutoCounter solution in Dynamics CRM by importing the managed solution. After it is successfully installed you should have SolzAutoCounter in your solutions as below. 2.Clicking on the Auto Coun...

There are a lot of quick ways of doing things in Dynamics CRM but developers struggle in finding how. Today I am going to explain how to call a workflow on a custom ribbon button. Let’s say you have a situation, where you want to perform some operation on customribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called‘ConfirmRequest ’. On the click event of this button I have to generate an ORDERandalso want to send an email. The best way to achieve this is by creating a workflow. Butthe issue is, how to call workflow on the button click. There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no codin g. For this we use Ribbon Workbench. The same can be downloaded from the link  https://www.develop1.net/public/Download%20Ribbon%20Workbench%202013.aspx.  Download and install the solution in your CRM instance. Here are the steps to follow: ...

Migrate MS Dynamics CRM 2016 to MS Dynamics 365 withease M icrosoft Dynamic s announced the launch of Dynamics 365 and bring all products under same umbrella somewhere towards the end of 2016. There seems to be a lot of curiosity and apprehensions amongst the users regarding working of the platform and transition from old system to new one. Being Microsoft Partners, we have upgraded systems for few of our clients and here are some of the learnings. The best part is that most of the update process is to be handled by Microsoft and was mostly uneventful for us. The major concerns being, how it will impact existing customizations, do we need to recode or customize. The existing workflows, plugins and javascripts will work or break. How much will the new platform support it. So here is a brief summary Preparationis the key to success! The crux of smooth transitioning lies in these words. Several Microsoft Dynamics CRM 2016 clients might have just finished their tran...