Wednesday, December 20, 2017

Work and Best about CRM Systems

Most CRM Systems:
  • Picking a CRM system is the most difficult part of all, for me at least, reason being they are all designed by people with sales careers to increase sales. 
  • To get other advantages out of CRM is costly solution for the reason of having Developers to make customized solution to meet specific needs. Certain out of the functions make it easy for developers to introduce new features though.
  • The most if we need to get out of CRM Depends on how nice user interface is for Web/Mobile Applications and how efficiently that was written by developer to interact with CRM, which will eventually gives end user better experience with CRM, which in turn sales and that will eventually help with revenue.
  • Most of the times, need to have portal website to integrate with CRM, to allow external users to interact with CRM, So if Portal website sucks, CRM sucks too or vice versa
All this information is based on personal opinion and may differ from person to person.

Questions/comments/suggestions? please put it in comments below post for further discussion!!!

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Friday, December 1, 2017

Custom Reports for Microsoft Dynamics 365

Microsoft Dynamics 365 Reports are based on Microsoft SQL Server Reporting Services and provides the same set of features.

The report definition, both data and layout, of Microsoft Dynamics 365 reports are contained in an .rdl file and the content of this file are based on the Microsoft SQL server report definition language specification.

There are many out of the box reports available and you can create and deploy custom reports as well. Custom reports are of types:

  • SQL Based: 
    • This reports used SQL queries to retrive the data from filtered view 
    • All the default reports are SQL based reports 
    • You can't deploy SQL based reports to Dynamics 365 online 
  • FetchXML Based: 
    • This uses FetchXML to retrive data 
    • You can deploy this on both on Dynamics 365 on-premise and online 
    • All the reports created using Report Wizard are FetchXML based

Questions/comments/suggestions? please put it in comments below post for further discussion!!!

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Friday, November 17, 2017

What Is Ransomware and How Do You Protect Yourself?

What is Ransomware?

In General Definition, it's a malicious software that crawl through your computer files in all drives and encrypts each file and make it useless unless you pay some specific amount of money to unlock it. It can spread in networks as well if  you're connect in.

Who's at Risk?

Friday, November 3, 2017

Dynamics CRM Javascript Code Snippets

In this post, I'm going to post some JavaScript code snippets, this might be helpful while customize the CRM. Should work for all versions!

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Get the GUID of the lookup field:
var obj1 = Xrm.Page.getAttribute("schemanameoflookupfield");
alert("" +obj1.getValue()[0].id);
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