PTS India Team Blog

A blog managed by Partner Technical Services India team for Global English

Microsoft Dynamics CRM Connector for NAV- Step by Step Guide to Installation & Configuration

This blog post gives step by step procedures to integrate Dynamics CRM 2011/CRM online with NAV 2013. Note: Download the connector setup and installation guide from links mentioned in the last section. Prerequisites Microsoft Dynamics CRM Create two Windows Live ID accounts for CRM online or two user accounts for Dynamics CRM on premise for… Read more

Mailing Systems in CRM 2011 Demystified – Part 3

Aishwarya Ramachandran continues her series of articles on Mailing Systems in CRM 2011 Demystified with the third and last article in the series now. The earlier parts can be accessed from the links below. Mailing Systems in CRM 2011 Demystified – Part 1 Mailing Systems in CRM 2011 Demystified – Part 2 The third part… Read more

Mailing Systems in CRM 2011 Demystified – Part 2

In the first article of this series, titled, Mailing Systems in CRM 2011 Demystified – Part 1, Aishwarya Ramachandran explains how to set up the Outlook Client in CRM 2011. In this article, she explains how to set up CRM Online with Exchange Online and Email Router. Configuring CRM online + Exchange online + Email… Read more

Mailing Systems in CRM 2011 Demystified – Part 1

Note: Credits to Aishwarya Ramachandran for this series of articles. This is the first part of the series of articles that we are planning to publish on Mailing Systems in CRM 2011 Demystified.   CRM online does not have a mailing system of its own. There are 3 options for sending and receiving Emails with Dynamics… Read more

Workshop: CRM 2011 – Business Intelligence with Dynamics CRM

Please find the details of the “CRM 2011 – Business Intelligence with Dynamics CRM” workshop below. This session will explore the possibilities to implement BI on CRM. The discussion is around what is BI and how it’ll enable business decision maker to take effective decision and plan. All the services get discussed which are running… Read more

Workshop for Connector for GP 2010 & CRM 2011 is now available!!!

Integrating Dynamics CRM and ERP applications is one of the key requirements with customers who use both these applications in their environment. We have a new workshop available now to cater the needs of the partners who are interesting in getting a headstart in getting ready for implementing the integration between Dynamics GP 2010 and… Read more

Workshop: GP 2013 – Connector with CRM 2013

Please find the details of the “GP 2013 – Connector with CRM 2013” workshop below. Agenda Installation Requirements Support Configurations Available Maps Integration Structure Installation Integration Configuration Initial Synchronization and Map Maintenance Troubleshooting Session Duration 90 mins Advisory Hours Used 4 – 5  hours Target Audience Technical Decision Makers Business Decision Makers Developers Administrators If… Read more

Microsoft Dynamics CRM SDK Version 5.0.12 is now live!

Microsoft Dynamics CRM SDK Version 5.0.12 is now live on MSDN downloads.  Here are  some of the many additions and updates you would find in this release Updated assemblies for Microsoft Dynamics CRM 2011 Update Rollup 10. A new Form Scripting Quick Reference that provides simple explanations and examples of the Xrm.Page object methods on… Read more

Update Rollup 10 for Microsoft Dynamics CRM 2011 is now available

After a long wait the UR 10 for CRM 2011 has finally released!   The download link can be found here The major highlights of this roll up are:- • Support with MS CRM 2011 and MS office 2013• Support with MS CRM 2011 and Win 8• Support with MS CRM 2011 and IE 10• Support with MS CRM… Read more

Configuring IFD for CRM 2011

Configuring IFD in Dynamics CRM 2011 for the first time? It can be quite confusing,  I completely agree . But with this article it no longer is! STEPS TO BE COMPLETED BEFORE FOLLOWING THIS ARTICLE Install ADFS 2.0 on the default site in any machine within the domainhttp://www.microsoft.com/en-us/download/details.aspx?id=10909 Dynamics CRM 2011 must be on another port if ADFS 2.0 is installed… Read more