Create/Modify Site Map by using designer in Microsoft Dynamics 365 CRM

Modifying the Site Map in a Dynamics CRM application can be a precarious and tricky task if you are not using any relying party tools for this. Fortunately, in the December 2016 update, Microsoft included an in-application Site…

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Stream Audio/Video in Microsoft Dynamics 365 CRM Portal

Long time back of document sharing, you needed to hold up a lot, as the PC and internet connection set aside its dear opportunity to download something. Regardless of whether you had a top notch Desktop with a…

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Scheduling recurring workflows in Microsoft Dynamics 365 CRM (Cloud)

Dynamics 365 CRM doesn’t have the flexibility to schedule reoccurring workflows in terms of weekly, monthly or daily basis. In any case, there is a work-around that uses the CRM workflow “wait” step and child workflow to accomplish…

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Integrating SharePoint with Microsoft Dynamics 365 CRM (cloud)

Microsoft Dynamics 365 CRM is not ideal structured to store the attachments and documents. In CRM, users mostly use Notes Attachments functionality to store the documents. There were several ways to integrate SharePoint with Microsoft Dynamics CRM but…

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