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Dynamics CRM Birthday Reminder Add-On

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[Pinned] Report Scheduling and Email Subscription for Microsoft Dynamics CRM 2011 - Online and On-Premise

We have heard for quite long time that there is no report scheduling facility available for Microsoft Dynamics CRM 2011 Online and that is true.A possible work-around solution around this limitation could be scheduling of CRM Views using the newly added functionality of Custom Workflows in the online environment.

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[Pinned] Copy records in Microsoft Dynamics CRM

Even though Microsoft Dynamics CRM is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it. One of such limitations is, repetition of work due to missing record-copying or cloning functionality !

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Microsoft Dynamics CRM 2013: Email to Case – limitations and comparison with IOTAP solution

This blogs provides limitations of Microsoft Dynamics CRM 2013 and compares it with IOTAP Email to Case solution

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New Release: Microsoft Dynamics CRM Report Scheduler add-on v5.0

Report Scheduler add-on for Microsoft Dynamics CRM 2013 Online and On-Premise allows easy scheduling of out-of-the-box CRM Views as well as user created personal Views which can be received in email automatically based on the scheduled pattern. This blog explains the new features that we have added to v5.0 which has been released recently.

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New Features in Microsoft Dynamics CRM 2013

This blog is about New features being provided in Microsoft Dynamics CRM 2013.

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Microsoft Dynamics CRM 2013 Beta Refresh – Installation Issues

Microsoft released the revised version of its ‘CRM 2013 Beta’ titled ‘Microsoft Dynamics CRM 2013 Beta Refresh’ on 20th August 2013. This build is available for download for Microsoft Partners on the Microsoft Connect site. The ‘Beta Refresh’ is intended as an ISV/Partner/IT Team centric build which promises to have the resolution fixes to issues which were raised in the ‘Microsoft Dynamics CRM 2013 Beta’ build which was released on 27th July 2013 We were able to download the latest version from the Connect website and install it on our VM (virtual machine). Installation process of ‘MSCRM 2013 Beta Refresh’ is fairly straightforward and similar to the process which existed for MSCRM 2011.  We got thru all the installation wizard screens smoothly until the last screen (screenshot below) which does the final system checks before proceeding with the install. Note: Installation was done as a single server deployment (Everything on a ...

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Customize email template and add corporate logo to report subscriptions using Report Scheduler add-on for Microsoft Dynamics CRM 2013

Report Scheduler add-on for Microsoft Dynamics CRM 2013 Online and On-Premise allows easy scheduling of out-of-the-box CRM Views as well as user created personal Views which can be received in email automatically based on the scheduled pattern. This blog reviews the email customization options that have been added in the Version 4 of report scheduler add-on.

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Microsoft Dynamics CRM 2013 Service Automation - Email to Case

Email to Case automation for Microsoft Dynamics CRM 2013 involves converting inbound emails received at your companies support or sales mailbox directly in to a support ticket or case in CRM. The blog discusses about various limitations of building this functionality using out-of-the-box workflows and how we bridge the gap using email to case automation solution.

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Advanced Reporting options using Report Scheduler Add-on for Microsoft Dynamics CRM 2011 Online and On-Premise

Report Scheduler add-on for Microsoft Dynamics CRM 2011 Online and On-Premise allows easy scheduling of out-of-the-box CRM views as well as user created personal views which can be received in email automatically based on the scheduled pattern. Sample reports: Opportunity established Close date approaching in next 7 days My Daily Activities reminder New Leads added by my team today Open Cases by Priority Birthday or Anniversary Reminder New Accounts added this week

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Goals Management and recreation or cloning of goals in Microsoft Dynamics CRM 2011

Goal Management using Micorosft Dyanmics CRM 2011 will allow you to set Sales, Marketing, Service or any business goals (goals is supported even for Custom entities) for your organization. Goals are time-based and hence need to be re-created manually every time they expire. An easier and much better option would be to directly clone the goal entity record using CRM Clone add-on.

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IOTAP provides IT Consulting and Software Services to our customers that enable them connect, communicate and collaborate effectively. We are a Microsoft Gold Certified Partner and Microsoft Cloud Accelerate Partner and use products and technologies like Office 365, Dynamics CRM, SharePoint, Silverlight, and the .Net platform to deliver robust solutions.