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From the category archives: Blog

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Data Retrieval from Dynamics CRM using JavaScript on CRM Portal (Ver. 8.1.0.375)

The latest release of CRM Portals (Ver. 8.1.0.375) for Microsoft Dynamics 365 is restricted in several ways when it comes to portal extensibility. In the previous version of Portals (formerly known as ADX Portals), developers could access the source code and extend functionality using the .Net Framework. However, in version 8.1.0.375 there is no access to the portal source code, which makes custom development quite limited and a tough task. 

However, the good news is there are still ways we could get around these limitations and get work done.

It is quite easy to expose any Dynamics CRM entity form on the Portal via simple configuration within CRM. The Portal also provides several kinds of client side validations which can be enabled by updating the form configuration in CRM. Developers can also inject JavaScript on the Portal form for handling custom business logic.

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Dynamics 365 Has Launched! What You Need to Know about Licensing and More

As of November 1, 2016, Microsoft has officially launched Dynamics 365. This new product combines the best of Microsoft Dynamics CRM and Microsoft’s cloud-based enterprise resource planning software into a single business intelligence platform that delivers purpose-built apps for the typical business unit functions at most organizations. If that sounds like a lot of change to digest, you’re absolutely right. So in today’s blog, we’re going to help by clarifying Dynamics 365’s licensing model.    Want to dive deeper? Review IOTAP’s technical blog series on Dynamics 365 at the link below:    IOTAP’s Overview of Dynamics 365’s functionality changes    What Dynamics 365 Editions are Available?    Enterprise edition: (Available November 1 2016) designed for organizations with 250+ employees that are already using Dynamics CRM online a ...

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Big Changes for Microsoft Dynamics CRM: Here’s What You Need to Know About Dynamics 365

Microsoft recently announced that Microsoft Dynamics CRM will be discontinued on November 1st, replaced by Dynamics 365. Dynamics 365 represents an evolution of Dynamics CRM that will combine customer relationship management tools with enterprise resource planning (ERP) capabilities and predictive artificial intelligence in a cloud-based environment    As you can imagine, this is an exciting step for today’s on-the-go businesses. Over the coming weeks, IOTAP will be sharing what we’ve learned about the many changes that have been incorporated into the new Microsoft Dynamics 365 product. To begin, here’s an overview of the changes that will roll out on November 1st.    What changes are in store with Dynamics 365?    Microsoft’s vision for Dynamics 365 is to offer organizations a flexible way to manage customer relationships&n ...

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Five Questions to Ask your Microsoft Dynamics CRM Provider

Microsoft Dynamics CRM can often create headaches for even the savviest of IT professionals, regardless of whether your CRM installation is on-premise on online. As with any external relationship, due diligence in vendor selection will eliminate many of the issues that can arise with a Dynamics CRM instance before they occur. Here are five critical questions to ask your potential Dynamics CRM providers to ensure a headache-free installation and an effective working relationship:   What is Your Dynamics Support Response Time? Twenty four hours can feel like an eternity when faced with a deadline. Sales teams need CRM data to help close deals, finance teams use Dynamics instances to track overdue contracts, and account managers rely on Dynamics CRM to help ensure the health and satisfaction of their customers. If a CRM provider is unable to respond to requests or cases in a timely fashion, you may find that your Microsoft Dynamics CRM is being under-utilized (i.e. a resource wasted).   How Much E ...

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Microsoft - Putting people at the center of everything we do

It’s winter, the time of year when every gathering seems to be centered on sharing food, warmth, and time together. These simple traditions have been humanity’s best defense against once-lethal long nights and freezing temperatures since time immemorial. From a business standpoint, this season is a fascinating example of how effective human kindness can be.

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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.  

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Upgrading to Microsoft Dynamics CRM 2015 compatible add-ons

This blog explains the process of upgrading IOTAP Dynamics CRM add-ons to 2015 compatible versions.

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