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Posts Tagged: Dynamics

Apex Planner – How to use Drop Filters

By: Giovanni Tedaldi / 14 Sep 2016 in Apex Planner

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Apex Planner, CRM, Dynamics, Planner, Tutorial

How to connect Dynamics CRM 2016 On Premise to Exchange Online

By: Ilario Benetti / 1 Sep 2016 in Dynamics CRM

In this post I will share how I succeeded in connecting our production CRM on premise to our exchange online.

Background

To carry out the configuration, please consider the following:

  • We already had an Office365 tenant with azure active directory sync in place;
  • CRM version was 8.1.0.359 (DB 8.1.0.359). It was a single server implementation. The same server was also responsible for active directory sync with O365;
  • IFD was properly configured and the CRM server had a SSL wild card certificate issued by a trusted CA;
  • I referred to this TechNet article https://technet.microsoft.com/en-us/library/mt703269.aspx
  • I performed all the tasks under a domain admin/crm admin/exchange admin single user.

Preparation

According to the TechNet article I subscribed to the Microsoft Dynamics CRM Hybrid Connector; I needed to access to my O365 administration page before completing the subscription in order to associate the connector to our tenant. After the installation, no additional configuration nor license activation was needed.

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CRM, Dynamics, On-Premises

Apex Planner – How to set Section Visibility

By: Giovanni Tedaldi / 29 Aug 2016 in Apex Planner

We are proud to unveil the first video of the series “Apex Planner Tutorials”.

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Apex Planner, CRM, Dynamics, Planner, Tutorial

New in Apex Planner 3.3

By: Giovanni Tedaldi / 4 Aug 2016 in Apex Planner

Apex Planner 3.3 is now available for download. This version brings:

  1. Custom Fields are now cloned along with appointments and service activites;
  2. Row height in timeline view has been added as a configuration setting;Row Height
  3. Sorting of events by resource inside the same day
    Cattura_1

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Apex Planner, CRM, Dynamics, Planner

Apex Planner show Organized/Owned appointments

By: Giovanni Tedaldi / 3 Jun 2016 in Apex Planner

New in Apex Planner 3.2.1

Org_Own

These options allow to show or not bookings created for other users.
This is useful especially for schedulers that set up bookings for technicians and don’t want their agenda to be crowded by boxes.

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Apex Planner, CRM, Dynamics, Planner

Users cannot see Business Process Flow

By: Gabriele Silvagni / 4 May 2016 in Dynamics CRM

A user complains that is not able to see the custom Business Process Flow you have just created. But, if you open a record of that entity, the Process is clearly visible…

opportunity_sales_process

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Business Process Flow, CRM, Dynamics

Apex Planner Licensing

By: Gabriele Silvagni / 27 Apr 2016 in Apex Planner

How Apex Planner license works

Each license is bound to a single organization: it can be used only for the CRM organization on which it was activated. The license key limits the number of users and the time interval. You can see the maximum number of users allowed and the expiration date on the Global Configuration.

Suppose that you have a license for 50 users that expires on January 1. If your organization has more than 50 active users or if the current date is over January 1, the Planner reports an error. You will see in the next paragraphs how to limit the number of users that you need to license.

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Apex Planner, CRM, Dynamics, Licensing

Business Process Flow render error on CRM 2015 On-Premises

By: Gabriele Silvagni / 22 Apr 2016 in Dynamics CRM

When working on the On-Previse organizations of one of our customers, i saw this:

Business Process Flow

Firstly i thought that some components were not loaded correctly: i cleared the cache and reloaded the browser, but nothing happened. Moreover, if i changed the language to Italian (the main language of the organization), the error did not occur at all!

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Business Process Flow, CRM, CRM2015, Dynamics, On-Premises

Apex Planner 3.2 available!

By: Giovanni Tedaldi / 1 Apr 2016 in Apex Planner

This version brings mainly two new features:

  1. Zoom
  2. Work Week

plus some UI improvements and bug fixing.

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CRM, Dynamics, Planner, Release

Apex Planner 3.1 available!

By: Giovanni Tedaldi / 29 Feb 2016 in Apex Planner

planner

This version brings a completely new product HTML5 based. Find out the new stunning features:

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CRM, Dynamics, Planner, Release
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