Field Service- Tips & Tricks

Hello Readers This blog of mine, will certainly take few of your confusions away, on Field Service. I have tried to keep it simple, but you can ask questions to me any time J Change Colour of Statuses on Schedule Board Many a times, you have this requirement to match the colours with your organization’s … Continue reading Field Service- Tips & Tricks

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Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 2)

Create Web Content: Go to settings>>ClickDimensions>>Web Content>>New Enter an appropriate name, select the type of your web content, Lookup your domain; Under ‘Create new visitor as’ select Lead or contact, if required. Following types of web content can be created: Form (current scenario) Survey Subscription Landing Page In ‘Auto response email’ select a clickdimensions email … Continue reading Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 2)

Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 1)

I am a beginner for ClickDimensions related work. Recently at a client, I was asked for a web form design and its integration with their website; that’s when I started using ClickDimesnions. Following post will take you through, configuration & set up of ClickDimensions along with some tweaks in MS CRM: Products Used: MS CRM … Continue reading Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 1)

Adding a Member from one Marketing List to Another

MS CRM (version 2015 onwards) now provides you with the flexibility to add a member from one list to another. Marketing List can have members from following record type or entities: Lead Contact Account A lot of people are not aware about this feature but this really helpful. Without this feature, we use to go … Continue reading Adding a Member from one Marketing List to Another

Calculating Time Spent (in minutes) on an activity via Javascript in MS CRM 2015

Hello Readers, its been so many days, I was waiting to write something very commonly required yet useful feature. I have been asked so many times by my customers, How can i see the time spent on an activity, if we have entered the 'Start Time' & 'Finish Time'. Yes, we can, its easy and … Continue reading Calculating Time Spent (in minutes) on an activity via Javascript in MS CRM 2015

Creating Business Process Flows in CRM 2013

Hello All, Today I will share my thoughts on creating Business Process Flows(BPF)in CRM 2013. First of all, let me set the context right.... BPFs are nothing but an automated replacement for your Sales pipeline; which we used to update through workflows under pipeline phase field in CRM 2011 or through customization. But now it … Continue reading Creating Business Process Flows in CRM 2013