Blog Archives

GDPR Add-on Solution for Microsoft Dynamics 365 CRM Customer Engagement

http://www.mohamedmostafa.co.uk/blog/2018/05/25/free-gdpr-add-on-solution-for-microsoft-dynamics-365-crm-customer-engagement/ Manage consent and anonymize data with this free solution.

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Posted in Data

Zap Objects for Dynamics 365 CRM

https://zapobjects.com/ Apps for expanding core CRM feature set: 1. Email Parser 2. Helpdesk – Email to Case 3. Team Calendar 4. Attachment Viewer (free) 5. Lead Qualify Without Opportunity (free)

Posted in Extensions

Innofactor GDPR Solution for Microsoft Dynamics 365 Customer Engagement

Consent management, data deletion and data extraction features for achieving GDPR compliance. https://lp.innofactor.com/gdpr-solution

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Posted in Data

CRM Power BI Viewer

http://crm-powerbi-viewer.heiigjen.com/ Embed any Power BI content to Dynamics 365 Customer Engagement dashboards and forms with contextual data filters. See also this post by CRM Chart Guy.

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Posted in Reporting

Dynamics 365 Power BI Query Accelerator by Sonoma Partners

http://www.sonomapartners.com/tools/powerbiqueryaccelerator Simplify the creation of Power BI reports from the OData feed of Dynamics 365 with this tool that automatically maps option set and lookup values, renames columns with Dynamics 365 field labels, enables the use of system and personal

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Posted in Reporting

CRM Code Editor by Jason Lattimer

Intro blog post: https://jlattimer.blogspot.com/2016/12/new-tool-crm-code-editor.html GitHub repository: https://github.com/jlattimer/CRMCodeEditor Enhanced JavaScript editor for performing quick edits within the Dynamics 365, instead of the standard web resource editor. Similar to Visual Studio Code IDE.

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Posted in Tools, Usability

Dynamics CRM WordPres plugin by AlexaCRM

https://alexacrm.com/plugin/ Integrate Microsoft Dynamics 365 with WordPress for forms, security and more.

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Posted in Web

Multi-Select for Dynamics 365 by Sonoma Partners

Download: http://www.sonomapartners.com/tools/multiselect2015 Intro blog post: http://blog.sonomapartners.com/2016/12/introducing-multi-select-for-dynamics-365-for-sales.html Select multiple values from a predefined list, rendered as either checklist, listbox, list view or tag style “selectize” control.

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Posted in Usability

MS CRM Expand/Collapse all Tabs using Ribbon Button

https://toggletabstate.codeplex.com/ Toggle the CRM entity form tab state from a Command Bar button.

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Posted in Usability

PandaDoc for Microsoft Dynamics CRM

https://www.pandadoc.com/integration-ms-dynamics/ Design, generate and distribute documents with dynamic contents from CRM, associate documents with CRM records, track opens and views, enable electronic signature and approval workflow via the PandaDoc cloud service.

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Posted in Data

Opportunity scoring – Machine learning model on Dynamics CRM sales pipeline

https://opportunity.codeplex.com/ “Opportunity Scoring for Dynamics CRM is a template architecture and predictive service addition to Dynamics that computes a probability of success for each sales opportunity in the sales pipeline.”

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Posted in Data

Kuvana sales acceleration for Microsoft Dynamics CRM

http://www.kuvana.com/ Measure the opens, clicks, time in video/PDF from your sales emails sent from Outlook or Gmail and track the contact data into Dynamics CRM.

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Posted in Marketing, Web

Magentrix Portal Sites for Microsoft Dynamics CRM

https://www.magentrix.com/solutions/dynamicscrmintegration Use any standard or custom entity from Dynamics CRM in the Magentrix portal, with point and click integration configuration.

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Posted in Web

CRM Power BI Connector by Fenix Solutions

Use saved views in Dynamics CRM Online or on-premises to create and update Power BI datasets with this free connector solution. http://www.fenixsolutions.fi/microsoft-dynamics-crm-and-power-bi-connector/

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Posted in Reporting

XrmSignature

https://github.com/BackToTheCrm/XrmSignature Allows recording signature input via a web resource on a CRM form and storing the resulting image as an attachment to the record.  

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Posted in Data

D CRM Editable Grid

https://dcrmeg.codeplex.com/ Editable HTM5 gird for showing subgrids from multiple related entities inside a web resource on the record form. Includes keyboard navigation, undo, search and many other features.

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Posted in Usability

Dynamics CRM Easy Grid

https://easygrid.codeplex.com/ Editable grid that can be embedded to entity forms as HTML5 web resource to show a subgrid of related records and enable editing the values inline.

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Posted in Usability

Report on User Assignments

https://snataw.wordpress.com/2015/09/24/display-and-report-user-business-units-teams-and-security-roles/ SSRS report for viewing the CRM user accounts, business units, teams and security roles on one page.

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Posted in Reporting

Refreshed Connections UI

http://develop1.net/public/post/Refresh-Connections-UI-Solution.aspx Get rid of the legacy ribbon forms for managing Connection records and replace them with this editable grid with a modern user experience.

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Posted in Usability

CRM 2013/2015 Custom Notifications in JavaScript

https://notifyjs.codeplex.com/ Expand the capabilities of the standard Xrm.Page.ui.setFormNotification function with a notification bar supporting buttons, hyperlinks, slide in effect, manual closing, additional icons etc.

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Posted in Usability
What’s this blog about?
Links to Microsoft Dynamics 365 resources, selected by Jukka Niiranen.
Jukka Niiranen

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CRM 2013 QuickStart book
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to: