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Archives / 2016 / November
  • Group Calendar for Dynamics 365

    Group Calendar is a MSCRM add-on that enables CRM users especially managers and team members to become more productive and collaborative by allowing them to visualize all activities on Calendar with different filtering and color coding options available.

    Objective

    To enable CRM users such as managers and team members to become more productive and collaborative by allowing them to visualize all activities on Calendar with different filtering and color coding options.

    Business Scope

    Most companies often struggle to synchronize their ground staff with the business goals and client expectations in the absence of the proper activity tracking and visualization mechanism. Though Microsoft CRM addresses these concerns to an extent it still lacks in providing the flexibility that most companies demand today. MTC offers “Group Calendar” which gives company-wide visualization of activities belong to individual users, teams and facilities available within that Microsoft CRM instance. As a result, every user will exercise full control over the assigned activities and contribute greatly towards the business goals.

    Key Takeaways

    ·         Create activities (Appointment, Phone Call, Fax, Letter, Campaign Activity, Task, and Service Appointment) on the fly saving many clicks.

    ·         Managers can create activities for team members and track the same.

    ·         My Calendar view to visualize activities of that particular logged in user.

    ·         View Calendar User Wise, Team Wise and Facility Wise or collectively.

    ·         Calendar (Day/Week/Month) and Timeline (Day/Week/Month) views of activities for better visualization.

    ·         Drag and drop facility to reschedule activities.

    ·         Color coding of activities and other attributes for better visualization.

    ·         Create and save personalized calendar views.

    ·         Share calendar views with team members.

    ·         Export calendar views.

    ·         Better collaboration among team members

    Get a free trial today! Click here to download the solution.

  • Calendar Pro For Microsoft Dynamics CRM

    Calendar Pro is a MSCRM add-on that is specifically designed to allow CRM users to create calendar(s) on any CRM entity with multiple filtering options and visualize all the data on Calendar for easy follow up and action.

    Objective

    To offer a better CRM experience for Microsoft CRM users and help become more productive and collaborative by allowing them to create calendar(s) on any CRM entity with multiple filtering options and visualization of data on Calendar UI.

    Apart from activities such as appointment, phone call, letter, fax, campaign activity and service appointment, CRM users are now able to extend their visualization for most CRM entities on Calendar Pro with advanced filtering options.

    Business Scope

    With Microsoft CRM abode of many entities, it would become a daunting task for your resources and managers to follow up their related activities. Ultimately, your company would end up having a bitter CRM experience with not so inspiring productivity and profitability statistics. But, with MTC’s “Calendar Pro” all of these issues can be easily addressed as your resources and managers can now enjoy the flexibility of creating calendar(s) on any CRM entity with multiple filtering options and visualize all data on Calendar UI. Entity wise calendar visualization is made possible with Calendar Pro!

    Key Takeaways

    ·         Create calendar for any CRM entity in simple steps.

    ·         Advance filtering options with tool tip attributes for better Calendar visualization.

    ·         Copy your personalized Calendar link to share with others.

    ·         Color coded display for better distinction of CRM activities.

    ·         Entity wise calendar visualization for a focused business approach.

    ·         Helps your resources and managers become more productive and collaborative.

    ·         Calendar (Day/Week/Month) and Timeline (Day/Week/Month) views adding more visibility.

     Get a free trial today! Click here to download the solution. 

  • Microsoft Dynamics CRM SharePoint Integration

    Microsoft Dynamics CRM SharePoint is a technique of document management.

    We can manage the document in Microsoft Dynamics using share-point.

    Dynamics supports two ways of SharePoint integration

    1-Server based share-point integration.

    2-List component share-point integration.

    Microsoft Dynamics supports Server based SharePoint integration, the reason is List components requires complex installation and configuration and it works only some cases like higher version of Dynamics CRM and it is difficult to activate.

    Example for Server based SharePoint integration.

    To enable Server based SharePoint integration navigate to settings –> Document management as shown below.

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    Make the enable Server-Based SharePoint Integration.

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    Click on next.

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    Select which type of deployment On-Premise or Online and then click on Next.

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    Click the Enabled.

    Now enable of server based SharePoint integration is done, now go to Document Management Settings.

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    It will show window in which document management enable on the entity what you have selected.

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    Now click on next.

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    It will make enable the Document management on share point of Microsoft Dynamics CRM.

    Now go to the entity open the record as bellow..

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    Open the record & go on the top of navigation pane as bellow..

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    Click on the pane.

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    Click on the document.

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    Click on Upload.

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    Now choose your file location and upload in your share point it will show you…

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