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.
Microsoft Dynamics 365 (XRM) links
Links to extensions, tools and integrated applications for Microsoft Dynamics 365 (previously Dynamics CRM)
Blog Archives
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
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.
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…
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.
Tagged with: crm2011, crm2013, crm2015, crm2016, development, Dynamics 365, editor, scripts, solution, visual studio
Posted in Tools, Usability
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.
Tagged with: cms, crm2011, crm2013, crm2015, crm2016, Dynamics 365, integration, WordPress
Posted in Web
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.
Tagged with: crm2015, crm2016, customizations, Dynamics 365, option set, solution, UI
Posted in Usability
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.
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.
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.”
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.
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.
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/
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.
Tagged with: crm2015, crmonline, customizations, development, mobile, signature, touch, UI
Posted in Data
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.
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.
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.
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.
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.
Tagged with: codeplex, crm2013, crm2015, crmonline, customizations, development, notification, scripts, solution, UI
Posted in Usability
Posted in Usability
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to:
- Dataflex: the day after
- Dataflex is more (and less) than CDS
- Why Power Platform licensing is complex, part 4: the role of CDS
- First impressions on Power Platform 2020 Release Wave 2
- PPAC is your new Dynamics 365 Admin Center
- ALM for low-code: are we there yet?
- Why Power Platform licensing is complex, part 3: light use scenarios
- Why Power Platform licensing is complex, part 2: multiplexing
- The Social CRM that came to be: from 2010 to 2020
- Why Power Platform licensing is complex, part 1: products
