Author name: siddiquemahsud

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Distribute Campaign Activity via “Email via Mail Merge”

We can distribute our campaign activity by “Email, Email via Mail Merge, Letter, Letter via mail merge, Fax, Fax via mail merge, phone call etc.”. When our channel is “[Email, Letter, Fax] via Mail Merge” then we cannot distribute the campaign activity in dynamics CRM web client, we need to distribute it from outlook client

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Campaign Response

In Microsoft Dynamics CRM, campaign responses are records of the communication you receive from potential customers in response to a specific marketing campaign. There are four ways to create campaign responses: Record campaign responses manually.You can create responses manually by first creating an activity and then converting it, or by creating a new campaign response

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Hide Views based on User Roles in Dynamics CRM

There are many scenarios where one can need to hide views for user roles. Here is an example code to hide views on Account entity for specific roles. Let us suppose that we need to hide “Inactive Accounts” and “Customers” views for Roles “Accounts Manager” & “CSR Manager”. Here you need to write and register

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Step by step way to create dynamics CRM trial org

I have created this post by just copy paste the email body I have sent to one of my functional client, thinking it will be helpful for others like my functional client was seeking the step by step way to create trail CRM org. Type “Dynamics CRM free trial” in Google. Click the highlighted link.

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Creating, Registering and Calling Custom Actions

Actions are actually Custom messages defined for an entity. Following action is created for lead entity having input and out parameters. Custom Action Plugin C# code, using input parameter and output parameters. Register the action plugin, and add step by selecting messge as “msd_CustomQualify” and “lead” as Primary entity. Calling an action associated with specific

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Adxstudio Portal Website deployment from Dev to Prod

Let’s suppose we need to deploy our adxstudio “Community Portal” wbsite from Dev environment to our production environment. You should have already installed Adxstudio Studio portal on the Production CRM org with “Community Poral” Website from Website Gallery, and hosted the source code. In short you should have Configured the “Community Portal” website in the

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