The Microsoft Dynamics CRM Platform Enhancement Discussion

  • Credit Card Payments, Refunds, Recurring Billing & More with Credit Card Processing Solution

    Credit Card payments have featured in a big way in everyone’s life. Not only because it eliminates the need to carry the cash but also because of the endless benefits it offers in the form of reward points and other complimentary offers. Visa, MasterCard, American Express are some of the well-known financial services corporations that process wide variety of electronic payments via. debit cards, credit cards, gift cards, travel cards, etc. The volume of transactions using credit cards from these networks have skyrocketed in the last few years because of the advanced security and easy accessibility offered. All companies under the sun have been using credit cards in a big way to make electronic payments. Companies using Microsoft Dynamics CRM are not exception to this, but unfortunately there is no in-built functionality in CRM to support credit card transactions.

    Identifying the opportunity and with a profound goal of filling the gap, MTC has launched Credit Card Processing solution some time ago. Companies received it positively and requested for more features. Today, Credit Card Processing supports a wide variety of features such as refunds and recurring billing. Credit Card Processing solution works in association with Authorize.Net, a trusted payment gateway partner.

    It all starts with a company wanting to make payments to different contacts using their credit cards. API Login Code and Transaction Key must be fetched by logging into Authorize. Net which shall be used for Authorizations inside CRM. A company can select contacts and add credit card information by selecting the Authorize.Net payment Gateway type. Details such as credit card number, CVV, expiry date, etc., must be entered and saved. The credit card number will be immediately encrypted. For making payments, a company has to select the contact and click payments on the ribbon. A window with existing credit card information displays. If there are multiple cards, a company can select the desired credit card from the drop down which only displays the last four digits of the card. The required payment amount has to be entered and Aurthorize Duration can be set before finally clicking Authorize for processing the credit card payment.

    Likewise, payments can be made for invoices too by selecting the appropriate invoice and then clicking Credit Card from the ribbon. Amount, Owner and Invoice Details are then automatically captured. Select the transaction status as Authorized to process the payment.

    For refunds, a company has to select the account/contact for which the refund has to be made. Then click Refund from more commands (…). A refund form opens up with the details of the transaction. Refunds can be done only on Settled Transactions. Once done, the amount will be refunded to the credit card used and the result will be displayed as successful.

    For recurring billing, a company has to select account/contact and click Recurring billing from more commands(…) button. A company can choose to set the frequency of occurrences, start date, subscription type and amount from the Recurring Billing form. Recurring billing saves big on time and effort allowing companies to focus on more important business areas.   

  • Build Image Library and Change CRM Record Display Picture on the Fly with CRM Image Capture

    Ever wondered how you can add a plethora of images into your Dynamics 365 and choose the same to set as display pictures for entities such as Account, Contact or Lead? Or simply using your webcam to capture live images and feed into CRM for displaying pictures for Account, Contact or Lead? Or uploading an image for better data correlation as in the case of service cases where you are recording documents like AC installation, Gas Filling or Breakdown of AC? Isn’t that a good thought?

    Well, what follows next is a brilliant idea from MTC which has combined all of the above use scenarios in the form of an add-on for Dynamics 365 and it is called CRM Image Capture.

    CRM Image Capture is an enhanced version of MTC’s CRM Picture. In it, you will be able to upload images in a jiffy and apply the same as display pictures for CRM entities such as Account, Contact, Lead, etc. Though there is a provision to upload images and set as display pictures for CRM entities, there is no real provision for maintaining image library and select the images of your choice. Also, the conventional way of uploading and setting as display pictures takes a few extra steps which is not desirable. Add to that, you can’t capture live images from webcam to keep your CRM records up to date. On the other hand, CRM Image Capture allows you to capture live images using web cam and preview before applying as display pictures. It is because of this flexibility and usability, CRM Image Capture has been on high demand in the Dynamics Marketplace.  

    CRM Image capture supports two configurations namely Single Picture Configuration and Multiple Picture Configuration. Single Picture Configuration requires addition of a web resource that will allow you to add image anywhere on the CRM entity record. It finds use mostly for service cases where you want to associate images with each of the service case raised.  Multiple Picture Configuration also requires addition of a web resource that allows creation of image library and use of webcam for setting as display pictures for CRM entities such as Account, Contact, Lead, etc

    Key Features & Benefits:

    • Single and Multiple Picture Configuration for additional flexibility
    • Single Picture Configuration for better data correlation
    • Multiple Picture Configuration for easy uploading of images, live capturing of images via webcam and setting the same as display pictures for CRM entities.
    • One click setting of display pictures for CRM entities
    • Users have the flexibility of deleting the images from the image library in the grid.
    • CRM image capture supports .png, .jpg, .jpeg, and .gif photo types.
    • CRM Image Capture also provides the ability to preview the image captured through webcam before setting it as display picture.
    • CRM Image Capture provides the users with low maintenance and more transparent viewpoint.
  • Microsoft Power Apps

    Power Apps is the newest technology from Microsoft aimed at easing the way business apps are developed for handling a variety of business needs. It typically works as a Platform as a Service (PaaS). Using Power Apps, you can create apps faster than before using the drag and drop user interface adding different user controls and media. The apps thus developed works seamlessly across all operating platforms such as Android, iOS, Windows, etc., and on all browsers.

    Also, Power Apps allow you to extend or customize the apps that you already use. Data can be drawn into your apps by connecting to data sources such as Dynamics 365, SharePoint, Salesforce, Excel, Microsoft Azure, Dropbox, One Drive, etc., to complete your app.

    Key Benefits of Power Apps:

    Drag and Drop UI: Drag and drop user interface in power app lets you build web and mobile apps quickly.

    Innovate Faster: The predefined templates in Power Apps will allow you to innovate apps faster than before.

    Flexible Update Management: Without publishing the immediate changes, power app users can update the app by saving their changes and testing the app. Recent changes will be available as drafts, in case if the users want to revise any of the version they can do it without disturbing the published app. The app users have the flexibility of publishing the app when they desire, so that end users can actually view the app updates.

    Automate Tasks with Microsoft Flows: In Power Apps, we can trigger Microsoft Flows which are just like workflows in CRM used for getting notifications, alerts and request approvals.     

    Powerful Built-in Data Service: Using Common Data Service for Apps, it is easy to bring your data together and quickly create apps.

    Controls in Power Apps

    èIn power apps we can display entity records.

    èUsing power apps a timer can be displayed. User can configure the app to respond after a certain amount of time passes.

    è PDF viewer displays the PDF files on power apps application from a remote server to Show the content of a PDF file on the Internet.

    èWe can implement ratings in power apps. Ratings indicate a value between 1 and a specified number.

    èWe can import data into the application and we can export the data from the application

    Media Controls

    èWe can add media tools like camera, Micro phone, Barcode etc

    Camera: By adding this control user can take and save photos in the app or to a data source.

    Microphone: By adding this control, the user can update a data source with one or more sounds from wherever the app is running.

    Barcode: By adding this control user can update a data source by scanning a barcode by using a device that has a camera.

    Charts

    èPower apps has an ability to display data in graphical format such as column chart, Line chart and pie chart.

    Column chart: It displays the vertical bars relative to the two axes.

    Line Chart: It displays the series of  data points relative to the two axes.

    Pie chart : It displays the data in a circular manner.

     

    Look up Fields

    èWe can display lookup fields on power apps for displaying the data. We can render lookup fields as dropdown lists in power apps.

    Icons

    Power apps provides us with predefined icons for visually displaying edit, refresh, and sort. Save, crop, download Etc., functionalities

  • How MTC’s Super Grid Add-on Scores Over Editable Grid in Dynamics 365

    In-line editing of records is the most awaited feature in Microsoft Dynamics CRM and Microsoft has released this feature in Dynamics 365. Prior to this, MTC has come up with Super Grid gap fill add-on for Microsoft Dynamics CRM almost 4 years ago that has been supporting CRM 2011 to the latest Dynamics 365. Though Editable Grid is in-built in Dynamics 365, it still lacks in many fronts when compared to Super Grid. One look at the below pointers will explain you how Super Grid evolves as the winner over Editable Grid in Dynamics 365.

    1. CRM Versions Supported: Super Grid supports most CRM Versions (CRM 2011 to D365) whereas Editable Grid is available only in Dynamics 365.
    2. Auto Save: You can enable/disable Auto Save using Super Grid. On Contrary, Editable Grid in D365 doesn’t support this.
    3. Editable Fields: Certain fields like Status and Status Reason are editable using Super Grid but not with Editable Grid in D365.

         4Publish Customizations: In case of Super Grid, you need not publish when certain customizations are done, but it’s quite opposite in Editable Grid for D365.

         5.  JavaScripts Supported: Super Grid supports Java Scripts for events such as On Load, On Change, On Save, On Save Completed and On Add New Row. Editable Grid for D365.

           

          6.  Editing Data Types: In Super Grid you can edit data types such as State, State Reason and Customer whereas it’s not possible in Editable Grid for D365.

            

          7Inactive Fields: Inactive fields in Editable for D365 are locked and cannot be edited whereas the same can be editable in Super Grid except for Status and Status Reason. Super Grid gives option to lock all fields from editable too.

           

         8. In-line Editing Views: In-line editing can be restricted for Views using Super Grid settings, but the same is not possible with Editable Grid for D365. By default, in-line editing is applied to all views.

          

        9. Read Only Mode: Super Grid gives you the flexibility to change record fields to read only mode. The same is not possible with Editable Grid for D365.

         

      10. Dashboards & Forms: Super Grid is configurable on Dashboards and Forms whereas it is restricted in case of Editable Grid for D365.

      Considering the above points, Super Grid still extends a lot of flexibility in terms of excel-like editing and supersedes Editable Grid for D365.

      Get Super Grid today! Offering great discounts for early few. Click Here.

    1. What is Custom Portal?

      The custom portal is completely extensible and customizable. For example , if we need to manage projects of our organization we can create project portal and customize that portal according to our requirements. We use this portal to create our own customer applications.

      Note:

      èRegistered contact does not get any web role by default we need to assign web roles to contact according our requirements.

      èThis portal does not provide any case management, Knowledge Base, Forums like other portals.

      èThis portal provides Feed Back feature

      After installing custom portal into CRM, Home Page will look like below.

      Are you looking for D365 portal configuration, customization and support? Make no mistake, MTC can get your job done in quick time and at affordable rates.

      Use the form below to either comment about this blog or let us know your business requirement.