How to collect feedback using the Feedback entity

I recently reviewed an ideation platform, and looking at the new features added to Dynamics CRM 2016 Update, the Feedback features caught my attention. Starting with the latest update, we now have a built-in entity called Feedback. Here’s the official documentation: https://msdn.microsoft.com/en-us/library/mt728949.aspx So, now we can not only collect feedback, but also rate records. And... Continue Reading →

Server-Based SharePoint Integration in CRM Online – Step By Step

This post takes you through a step by step scenario on configuring Server-Based SharePoint Integration. Whether you do it for a demo environment, your production or a development environment, as long as you do it for Dynamics CRM Online with O365 SharePoint, the following steps apply. Assumption is that, as in this case, a new... Continue Reading →

OneNote with Dynamics CRM 2015 Update 1

With the Spring 2015 update we now have the ability to capture notes on enabled records using OneNote. This does not replaces the standard Notes functionality. Requirements: You must have SharePoint integration configured. The OneNote notes live in SharePoint. The configuration process involves the following steps: Navigate to Settings > Document Management Click on the... Continue Reading →

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