Dynamics CRM for Professional Services

Ticket sales management with Dynamics 365 in the Sports Industry

So, how do you prospect? Pulling names out of lists on your laptop? Repeatedly calling past accounts? Customer prospecting is tough for any industry but is a special challenge for professional sports teams trying to sell more tickets. Of late a lot of professional sport’s teams are going in for Dynamics CRM. They are already integrating …

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Comparing Instances in a Microsoft Dynamics 365 Environment

One has to be living under a rock for not knowing the versatility and the scalability feature of Microsoft Dynamics 365 CRM in today’s business environment. Compared to the other CRM products that are available in the market, Dynamics 365 stands out as a highly flexible and comprehensive solution provider. The product can be tailor-made as per …

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Why is Microsoft Dynamics CRM software important for the sports industry?

A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …

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Attaching an SSRS Report in Dynamics 365

Just being customer-centric isn’t any added value that an organization has to offer anymore. It is a quintessential feature that underlines the ideals of a company. It has been proven that it is cost-effective to retain old customers and one of the best ways of doing that is taking care of them. This could mean …

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Dynamics CRM Data Management: Audit Management and Clean-up

We had discussed data management (Cleaning up Data in Microsoft Dynamics CRM), in one of our previous posts. In this blog, I would like to talk about audit history – one of the largest data generators in any Microsoft Dynamics CRM instance. Audit history is used to track changes to any records. A typical database row of audit data …

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Setting Up The “Follow” Functionality In Microsoft Dynamics 365

In Microsoft Dynamics 365, you can follow records for the out of box entities like leads, accounts, and contacts. You can also see a view name “Leads I follow”, “Accounts I follow” or “Contacts I follow”. But what if you want to follow a record of a custom entity and see all the records you …

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Plugin error log settings update in Dynamics 365

As a developer, there quite a few times that you need to debug a plugin. Typically for doing that, you might have written some trace statements or you were planning to get the error logs and step through the code in Visual Studio. One thing is common between the two. Both types of debugging need …

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Configuring Different Actions for onClick of Cancel Button and X Button

By Nikhil Rajendran | Reading time 6 mins Recently, I was given a requirement to develop a Xrm.Navigation.openConfirmDialog window. The interesting part of the requirement was that it was not meant to be used as the traditional dialog. The traditional version generally has a “Ok” button and “Cancel” button. OnClick of the Ok button, we can configure …

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Updating JavaScript code in Dynamics CRM Made Easy for Developers

Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. Why do we need to update JavaScript? The updates depend on the requirements. If …

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JavaScript Coding Best Practices for Microsoft Dynamics 365

In any Microsoft Dynamics CRM instance, there are functionalities requested by the clients that go beyond the functionalities offered by the out-of-the-box CRM instance. To deliver these functionalities we often need to write Java. As a developer, if you have coded long enough on a project and know the CRM instance well, it is very easy …

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