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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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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 theMicrosoft 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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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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Event Reminder using Report Scheduler for Microsoft Dynamics CRM 2011 Online and On-Premise

Event reminder for Microsoft Dynamics CRM 2011 Online and On-Premise will remind you and your team of important events such as birthdays, anniversaries, expiring contracts, opportunities approaching their close date, daily agenda etc. with automatic reminder emails sent at pre-set times before events.

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New features in Office 365 SharePoint Online Public Website

The public website available in the new version of Office 365 SharePoint Online is based on SharePoint 2013 platform includes a new design and new features for customizing the website and individual pages. Because the website is built on the SharePoint platform, you now get publishing capabilities, more Web parts, and advanced design options.

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How to create custom content types in SharePoint hosted apps

how to create custom content type in sharepoint hosted apps

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How to create Site Columns in SharePoint hosted apps

how to create site columns in sharepoint hosted apps

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Preparing for the Office 365 SharePoint Online Service Update

Microsoft is rolling out an initial phase of service update for Office 365 SharePoint online. As part of this service update existing SharePoint online sites doesn’t get upgraded to SharePoint 2013 and users will not get the new SharePoint 2013 interface or features

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Working on how to show different views of SharePoint lists into page by ID in SharePoint hosted Apps

how to show list view based on Id instead of default view in SharePoint hosted apps

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