Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Thursday, January 28, 2016

Service Job sheet customizations in CRM

Have requirement to eliminate hard copy/manual work of job sheet with CRM customizations.

Monday, January 18, 2016

Mass Closing Oppertunities in CRM

Today i closed around 8600+ opportunities using Import/Export and  WF.





Wednesday, November 25, 2015

CRM Useful JScripts

Have started development on CRM 2015 Online.
My reference links are below:
https://lakshmanindian.wordpress.com/2012/05/12/crm-2011-jscripts/

Tuesday, November 3, 2015

Customizing the Dynamics CRM views

Would like to change the leads view with following criteria.
  • ·         Lead should be filter by Country. Country is not rendering in views.
  • ·         Leads should be filter by created by. Not by owner.
  • ·         Leads should be filter by company name.
  • ·         Is it possible to see his colleagues changes/entries in entities?















Finally Publish the customizations. Done.



Saturday, October 10, 2015

Access Is Denied: How to Identify and Fix a Security Role Issue in CRM 2015 Online

Today got following issue

















Log error :
SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: c27b7472-2210-e511-80fd-c4346bada1fc, OwnerId: 84055570-cf5d-e411-87c7-2c59e5420674,  OwnerIdType: 8 and CallingUser: 3466ec11-9283-e411-9cca-d89d6763df40.

ObjectTypeCode: 1, objectBusinessUnitId: 8765d948-802f-e411-b567-2c59e5420674, AccessRights: AppendToAccess
Resolution:
Give the Bussiness Unit access level at Account entity.
Resources:
http://www.powerobjects.com/2015/02/13/access-denied-identify-fix-security-role-issue/
http://www.consultcrm.co.uk/blog/2011/07/security-roles-microsoft-crm-2011


Tuesday, July 28, 2015

Scribe Insight training

Today have attend the Scribe introduction training. We have subscribed for SCRIBE Workbench training schedule.
Scribe Insight is a data integrator between ERP and CRM
Scribe components
Workbench = development
Console=administration
Integration service=mapping b/w the entities in CRM n ERP
http://www.scribesoft.com/images/pdf/ScribeInsightTechnicalOverview.pdf
http://www.scribesoft.com/Scribe-Insight-Training

Sunday, July 26, 2015

Tuesday, July 21, 2015

CRM 2015 todays learning

CRM 2015
Customer relationship management.
Customer is the CenterPoint/focus point in this product.
This is sales forecasting tool.
Customer is an account.
Manage accounts, contacts, leads and opportunities etc
Learned the following areas
1.       Business units
2.       Security roles
3.       Add users

      Addd Office 365 license
Configure security role
Set manager

4.       Customizations without code
·         Change page layout
·         Change data labels
·         Change field types
·         Add new fields

Monday, July 20, 2015

Introduction to Microsoft Dynamics CRM 2015

have entered on CRM surface.
In our company we are using CRM 2015 online along with SharePoint 2013 online. have been handling both.
Finished the introduction course @ https://channel9.msdn.com/Series/Introduction-to-Microsoft-Dynamics-CRM-2013