• Configuring Knowledgebase Folders in Parature

      Manjula Chetty, 28 January 2015

      The Knowledgebase module in Parature provides a way for customer’s to view the information about the problems they might have encountered or when they want to know about products or features. It also provides a way to attach files and videos to the knowledgebase articles so that step by step

      Read the full article here

    • Configuring Knowledgebase Folders in Parature

      Manjula Chetty, 28 January 2015

      The Knowledgebase module in Parature provides a way for customer’s to view the information about the problems they might have encountered or when they want to know about products or features. It also provides a way to attach files and videos to the knowledgebase articles so that step by step

      Read the full article here

    • CRM 2013 – Error with Access Team Templates after Deployment

      Ahmed Anwar, 27 January 2015

      Access Teams in Dynamics CRM 2013 allow you to assign records to multiple users through the use of a sub-grid which references an Access Team Template. When deploying a solution which contains this sub-grid from one CRM environment into another, you may have come across the following error. The Req

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    • Display External Web Pages in Unified Service Desk

      Roshan Mehta, 12 January 2015

      In my previous post, we customised Unified Service Desk by adding a toolbar with some toolbar buttons. Those buttons do nothing when clicked, so the focus of this post is to add some functionality to the “SharePoint” and “Yammer” buttons to open their respective websites in a

      Read the full article here

    • Display External Web Pages in Unified Service Desk

      Roshan Mehta, 12 January 2015

      In my previous post, we customised Unified Service Desk by adding a toolbar with some toolbar buttons. Those buttons do nothing when clicked, so the focus of this post is to add some functionality to the “SharePoint” and “Yammer” buttons to open their respective websites in a

      Read the full article here

    • Create a Toolbar in Unified Service Desk

      Roshan Mehta, 15 December 2014

      In my previous post, we saw how to change the default logo image in Unified Service Desk. Today we’ll customize the application further by adding a toolbar to the top of the screen. The toolbar will contain three buttons – Dashboards, Search, and Collaboration. The Collaboration button

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    • Create a Toolbar in Unified Service Desk

      Roshan Mehta, 15 December 2014

      In my previous post, we saw how to change the default logo image in Unified Service Desk. Today we’ll customize the application further by adding a toolbar to the top of the screen. The toolbar will contain three buttons – Dashboards, Search, and Collaboration. The Collaboration button

      Read the full article here

    • Create New Records from Anywhere in CRM 2013 with Bookmarklet

      Paul Nieuwelaar, 14 December 2014

      In Dynamics CRM 2013, and even CRM 2015, finding the entity you’re looking for can be difficult using the Site Map. If you have a lot of entities in your sitemap, or if the entity you need to create isn’t even in the site map, it can be difficult to get to where you need to be to create

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    • Change the Default Logo in Unified Service Desk

      Roshan Mehta, 11 December 2014

      When you download and install Unified Service Desk for Microsoft Dynamics CRM, you would have noticed that the USD Desktop Client displays a “Unified Service Desk” logo in the top left-hand corner of the window. Perhaps your organisation wants to refer to USD by some other name, or maybe

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    • Change the Default Logo in Unified Service Desk

      Roshan Mehta, 11 December 2014

      When you download and install Unified Service Desk for Microsoft Dynamics CRM, you would have noticed that the USD Desktop Client displays a “Unified Service Desk” logo in the top left-hand corner of the window. Perhaps your organisation wants to refer to USD by some other name, or maybe

      Read the full article here

    • Power BI Microsoft Dynamics CRM 2013 – Part 16

      Colin Maitland, 10 December 2014

      In my previous blogs in this series I have demonstrated how to connect Microsoft Excel 2013 Professional Plus to a Microsoft Dynamics CRM Online Organisation, download Account, Contact and Opportunity ODataSets and update those ODataSets using Power Query so that they are ready to be used for develo

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    • setSubmitMode always not submitting for some users

      Jared Johnson, 09 December 2014

      While onsite at a client I received a support request that a user could not update certain values on an entity. These fields were read only fields that were set by JavaScript by changing the values of other fields. On create of a new record the user reported that the values would save successfully,

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    • Microsoft Dynamics CRM 2013: Populating Required Fields with Bookmarklets

      Ahmed Anwar, 08 December 2014

      I definitely reckon you that you had to fill all required fields every time you test a small piece of code on an entity form, right? For example, you may have added some JavaScript code to the onSave event of a form and when it comes to testing, you need to manually fill in all of the required field

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    • Getting Started with Unified Service Desk

      Roshan Mehta, 07 December 2014

      In my previous post, we looked at how to download and install the Unified Service Desk CRM components and the desktop client. The next step on the USD journey is to configure USD inside Microsoft Dynamics CRM 2013 to give your agents the best experience while working with the application. In this po

      Read the full article here

    • Getting Started with Unified Service Desk

      Roshan Mehta, 07 December 2014

      In my previous post, we looked at how to download and install the Unified Service Desk CRM components and the desktop client. The next step on the USD journey is to configure USD inside Microsoft Dynamics CRM 2013 to give your agents the best experience while working with the application. In this po

      Read the full article here

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