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ShahidSyedHussain's Articles

Custom Icons for List View in Dynamics 365

Visualization is always helpful when it comes to identifying and highlight set of data. With the new feature provided by Microsoft in Dynamics 365, it is possible to display list views with Icons or any kind of graphical representation to make the desired data stand out. Here are the steps to follow. In my example, I want to display indicators for active accounts list according to their membership statuses in Green (Current), Grey (Dropped) and Blue (Prospective).   Therefore, things which we need are:   Step1: First, we will need some images to store in Web Resources for icons. I have used 16*16 pixel .png format images. So, I have used three images and stored them in the Web Resources in my Solution.     You can see here that the images are in PNG format and you can choose to give any name for the images. Step2: We will also need an Option Set to display the indicators based on options selected for the record, the indicator will get displayed. Here I am using OOB ...

Where SharePoint Excels at Business Process Automation

Companies seeking an efficient solution for business process automation often look up to Microsoft SharePoint for an effective platform. While SharePoint workflows have some limitations, having a third party engine on top of it can really make a difference. Business process automation using SharePoint in conjunction with something like Nintex workflows can help to streamline operations, reduce costs, increase efficiency, improve customer service, and provide consistency for document-heavy business processes.

In this blog, we look at the different business processes that can be automated with SharePoint.

Implementing Agile Business Process Automation

How to use technology to quickly automate your business and save time and money Last week, we introduced you to business process automation and discussed why BPA is worth the investment. This week, we’re going to detail the process we use when working on business process automation software (you may also know this term as business process re-engineering (BPR), or business process automation (BPA)). But first, let’s discuss the philosophy behind our business process automation approach. If there’s one thing that we’ve learned after hundreds of successful enterprise and small business software deployments, it’s that business processes are constantly evolving. That’s why IOTAP strongly believes that an Agile development methodology is a correct approach to business process automation: it allows you to start small, build momentum with quick wins, and continue to grow your automation capabilities as your business evolves. Below are the steps in our agile business ...

An Introduction to Business Process Automation: Why It’s Worth the Investment

The robots are coming, and there may never be a better time to be in business.

A recent McKinsey study found that approximately 45% of the activities that workers are currently paid to perform can be automated with existing technology. That figure represents approximately US$1.1 trillion of wages in India and US$2 trillion in the United States, an incredible opportunity for businesses to lower costs, free employee time for more valuable activities, and increase profits.

In this context, the question most businesses have today is how exactly they can capitalize on the various technologies in the market. And the answer is Business Process Automation (BPA).

Work 365 Announces Newest Release of Report Scheduler for Microsoft Dynamics CRM

Report Scheduler allows easy scheduling of Microsoft Dynamics CRM report creation and sending to individuals or groups.

Microsoft Dynamics CRM 2016 Now Available: Ushering in a New Era of Intelligent Customer Engagement

Microsoft Dynamics CRM 2016 is now available!  The new release is not only our most comprehensive ever, but it also represents a huge leap forward in our journey to deliver intelligent customer engagement.  

What’s New in CRM 2016?

Are you ready for 2016? Dynamics CRM 2016 focuses on maximizing customer engagement. Dynamics CRM 2015 offered a simple and seamless user experience across the application that focused on improved productivity of customer-facing employees through applications like Exchange, Excel and OneDrive for Business for easier task management. The 2016 version provides several enhancements with intelligence and mobility features, including integration with applications like BI and Office 365.

Dynamics CRM 2016 presents a unique design for you to manage all your customer-facing activities through a single experience. Toggling between different functions in Excel, writing proposals in Word, accessing documents stored in OneDrive for Business, increasing the productivity of your sales team through Delve; you can do all this and more directly from the CRM platform while improving your customer service process.

Drive User Adoption Using Work 365 Report Scheduler for Microsoft Dynamics CRM Online and On Premise

Increasing User Engagement using IOTAP's CRM Report Scheduler add-on. The webinar projects Sample Scheduled reports, Multi-User Scheduling, Customizing Email Template.

CRMUG Summit 2015: Attend IOTAP Happy Hour & Win An Apple iWatch

Early Bird Discount Ends Sept 15th, RSVP For A Chance To Win An Apple iWatch! Join IOTAP in Reno, Nevada October 13-16 for peer-to-peer training and networking opportunities! CRMUG Summit is the only user-led conference, designed for users by users. It’s your annual opportunity to go deep into your Dynamics CRM questions and find solutions that will maximize your company’s potential to reach the next level. This year, we encourage you to Go All IN and experience: Interactive learning Choose from among 120+ educational breakout sessions. Arrive early and take advantage of optional, instructor-led classroom training. Insightful conversations Get practical knowledge and timely tips, tricks and strategies you can use to get maximum value from Dynamics CRM. Incomparable networking Enjoy nearly unlimited ways to meet and learn from other, knowledgeable users. IOTAP Happy Hour Join us on ...

Work 365’s Report Scheduler Selected as Top Ten Solutions from Microsoft Dynamics Marketplace

Microsoft has selected IOTAP’s Report Scheduler add-on for Dynamics CRM as a Top Ten Microsoft Dynamics Marketplace solution to be presented at Microsoft Convergence 2014 Conference

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