Email Router is a service that runs continuously to synchronize only emails between CRM and specified Email system. Tasks, Appointments and Contacts are not synchronized using Email Router. Email Router is a separate component available for download and needs to be installed. Note: Only one instance of Email Router should be setup for an Organization. … Continue reading Setup Email Router for Microsoft Dynamics CRM 2015 Online and Exchange Online →

Product Configuration is generic Product structure with distinct variants that allow user to use product easily in sales process as per customer requirement. You can use product configuration on Sales Order line as well as on Sales Quotation line. Example of Bicycle configuration: Bicycle is configured by using five attributes such as Bicycle Type, Bicycle … Continue reading Product Configuration Model in AX 2012 R3 →

Accounts Receivable is process of matching customer account balances with the general ledger balance. The reconciliation should be done at least monthly as part of the month-end closing procedures so any adjustments needed can be included in the correct period. Below are steps to process accounts receivable reconciliation. 1. The Ledger accounts to be checked … Continue reading Account Receivable Reconciliation Process →

Why CRM For Outlook? We use Outlook as a one-stop solution for our day-to-day communication. Your Dynamics CRM can be integrated with your Outlook using CRM For Outlook. CRM For Outlook is a lightweight client that gets set up on a client’s computer and is connected to your organization’s CRM by authenticating your Dynamics CRM … Continue reading CRM For Outlook →

Change tracking is a new feature available in CRM update 1 that can help in keeping the data synchronized in source and target systems by detecting the data changes since the data was initially created or last synchronized. Change tracking is used for incremental load STEPS: Before we begin to implement change tracking, we need … Continue reading Incremental load using Change tracking feature of CRM 2015 Update 1 with SSIS Integration toolkit – Kingswaysoft →

Purpose of this blog is to setup social media (Facebook) for Microsoft Parature. Prerequisite: Parature Enterprise license. Facebook Page on which Parature Support has to be setup. Purpose of the setup: Setting up Social media for Parature will help clients raise tickets from the social media platforms. Tickets can directly be created from social media … Continue reading Setup social media for Microsoft Parature →

Dynamics CRM App for Outlook is a lightweight Office app that you can use together with Outlook 2013 or Outlook Web App (included with Office 365). You can use the app to track incoming email in Microsoft Dynamics CRM. When you track an email message, a copy of that message is stored as an email … Continue reading CRM App for Outlook Web App (OWA) →

Note:  This article assumes experience on SSIS Integration Toolkit for Dynamics CRM and understanding of CRM Online Images, Notes and Attachment migration in CRM Online is always a challenging task. One easy way of dealing with them is to use SSIS Integration Toolkit for Dynamics CRM Images Steps: Drag and drop Dynamics CRM Source and … Continue reading Images, Notes & Attachments Migration using SSIS Integration toolkit – Kingswaysoft →

This blog is an effort to note down the mistakes made and lessons learned after couple of data migrations completed successfully for our clients. If you are moving from CRM on premise or any platform to CRM Online, you will need to migrate your data. First, determine which entities are being used and needs to … Continue reading CRM data migration best practices →

In this Blog we will walk-through the migration of Data from Microsoft Dynamics CRM (Source) to Microsoft Dynamics CRM (Target) 2015 using SSIS. We would be using SSIS Integration Toolkit for Microsoft Dynamic CRM by Kingsway Soft. We would be referring SSIS Integration Toolkit for Microsoft Dynamics CRM by Kingsway Soft as Kingsway-SSIS Toolkit. This … Continue reading CRM Online Migration using SSIS →