The Microsoft Dynamics CRM Platform Enhancement Discussion

  • Customer Satisfaction Survey


    OverviewCustomer polling to identify their level of satisfaction with an existing product, and to discover their express and hidden needs and expectations for new or proposed product(s). MTC’s Survey integrates easily with Microsoft Dynamics CRM. This lets you maximize workplace efficiency and ensure accuracy of your customer data, helps you to bridge a critical gap in CRM by adding customer …

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  • Setup Email Signature in Dynamics 365


    Using Email Signature feature you could able to create and manage email signatures from the CRM.

    Email Signature is new feature which has been introduced in Microsoft Dynamics CRM 2016 Version.

    Email Signatures are only configurable on a per-user basis. What that translates to is that if one user creates an email signature and sets it as their default. For each user, you need to customize the …

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  • Debugging MSCRM Web Resources without Deploying


    To develop JavaScript and/or Html web resources, MSCRM developer needs to make many uploads and publishing’s on CRM. And especially when a team is works on the same CRM and on the same entity that can make the work delay. To overcome this issues and make the developer work easier and faster we can use Fiddler as an auto-responder is the solutionFiddler's AutoResponder tab allows you to return …

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  • Notifications in MSCRM


    Before CRM 2013, if you want an alert on a form within the browser, the only method available was the standard JavaScript alert. i.e. alert("This is a standard javascript alert.");From CRM 2013 Microsoft introduced an additional alert method in CRM, Xrm.Page.ui.setFormNotification. This method allows three different types of alerts: error, information, and warning. Instead of popping a window …

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  • Restarting Dynamics 365 Portal


    Reason to restart the portal:If we made any changes Portals section as per the below screenshot content in the Dynamics 365 that changes are not reflected instantly on to the portal so in order to reflect the changes that we made in the CRM instantly on to the portal need to restart the portal .Otherwise it will take time to reflect the changes on to the portal.Procedure for restarting the portal: …

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