{CRM 2016 Tips} Support for SharePoint CRM Integration Hybrids in Dynamics CRM

 

This post is going to tell you about another new feature that came out with CRM 2016.

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Dynamics CRM now officially supports all kinds of integrations between SharePoint and CRM including:

  SharePoint Online CRM Online SharePoint On-Premise CRM On-Premise
SharePoint On-Premise NA YES NA YES
CRM On-Premise YES YES YES YES
SharePoint Online NA YES NA YES
CRM Online YES NA YES NA

So, you will be able to integrate all Hybrid scenarios between Dynamics CRM and SharePoint. Hope it helps and Happy CRMing!

About the Author

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Deepesh Somani

I am a CRM MVP and am working as a Solution Architect consultant with Spanish point technologies, Dublin, Ireland.

{Approaching a Blogging milestone} Just some blogger thoughts on 99000+ hits

I have been waiting for this magic number to hit soon now. I wanted to write an entry about the way the journey to write blogs on Dynamics CRM has been.

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Some interesting facts about this blog and the blogger behind it here:

This is the fifth version of Dynamics CRM Product I am working on – From CRM 4.0 to CRM 2011, CRM 2013 and CRM 2013 SP1, CRM 2015 with now the work focused on CRM 2016.

It is the fourth generation of the product that this blog traverses in about 280 blogs: CRM 2011, CRM 2013 and CRM 2013 SP1, CRM 2015 and CRM 2016.

This blog is also part of 11 free tools done across CRM 2011 to CRM 2015 version having 6000+ downloads done in between them.

There are 271 followers for this blog via Twitter and Email, and another 1200 via LinkedIn.

This blog has been read in 144 countries in the world in last year itself. Dynamics CRM online and on premise 2016 is available in 130 markets and 44 languages. So, it will be interesting to know for me what the other 14 countries are.

Hope it has helped you at some point in your CRM journey.

Just leave comments in case it did, its always good to know.

Happy CRMing!

About the Author

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Deepesh Somani

I am a CRM MVP and am working as a Solution Architect consultant with Spanish point technologies, Dublin, Ireland. I have
worked with Storm Technology Ltd as CRM Consultant, Senior Analyst – CRM for Sandisk, for Microsoft as a CRM Technical Consultant, I have got 8 years of dedicated expertize in Microsoft Dynamics CRM and dotnet related technologies. I have been a part of many successful CRM implementations across various business domains.

 

{CRM 2016 TIPS} Enhancements to Business rules in CRM 2016

Another blog and another hidden gem in Dynamics CRM 2016.

I don’t know how many times I had to avoid using Business rules in my projects because it didn’t let me run a Business Process stage or Business Process check in conditions.

With CRM 2016 things have changed.

Here is a sample from the default Opportunity process:

If you want to filter for stage in business rules in condition, you can now do it out of box:

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Also, If you want to filter for process in business rules in condition, you can now do it out of box:

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It’s a hidden gem, Hope it helps and Happy CRMing!

{CRM 2016 Tips} Add Web Resources to Mobile and Tablet Forms in Dynamics CRM 2016

I just don’t keep getting tired of the number of hidden gems left by Microsoft to explore in CRM 2016.

Another one is the ability to finally have web resources available in the mobile and tablet forms.

Here I am taking a html web resource with a table to be put on Accounts form(Remember to check enable for tablets on web resource creation):

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Next when you add it to form please follow the below screenshot(Enable for Tablets)

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Here is a mock-up on Tablet entity.

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Here is a mock up from Phone:

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Known issues: Referred from MSDN

  • You can’t use popups for authentication or other purposes from within IFrames and web resources on CRM for tablets.
  • Authentication for embedded Office 365 sites isn’t available.
  • Errors and memory leaks in IFrames and web resources can cause CRM for tablets to malfunction and can cause client-side data loss.
  • Microsoft Silverlight and image web resources aren’t available on CRM for tablets.

Hope it helps and Happy CRMing!

I will also cover CRM 2016 features in a Video cast. All free seats are over, I have setup 10 Paid donation Tickets J

You can read more here:

https://dynamicsofdynamicscrm.wordpress.com/2015/12/18/microsoft-dynamics-crm-2016-capabilities-videocast/

{CRM 2016 TIPS} Form Preview Feature for Tablet and Phones

CRM 2016 has lot of hidden features and gems, one of which is the ability to view Form preview as soon as you make changes to your Form.

Navigate to Form Editor-> Preview

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I am choosing tablet here, and it is setting something up:

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After a while, it will have the Form previewed in Tablet mode:

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Cool, isn’t it? What more, if you had some Controls added for Tablets, it previews them as well:

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Below is a mock-up for Phone:

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It’s setting up again and after a while:

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Great work by Microsoft Dynamics CRM Product team for developers and Admins.

Hope it helps and Happy CRMing!

I will also cover CRM 2016 features in a Video cast. It is totally free! Hurry only 2 seats left.

You can read more here

:https://dynamicsofdynamicscrm.wordpress.com/2015/12/18/microsoft-dynamics-crm-2016-capabilities-videocast/