To benefit the most from this post, you should understand the following concepts: Dynamics CRM Workflows DocuSign Integration with Dynamics CRM DocuSign merge fields and merge-back The Problem I recently experimented with integrating DocuSign with Dynamics 365 — specifically, the merging of data into a DocuSign form and then writing the data back into Dynamics. […]

The business intelligence, automation, and enterprise application landscape is changing dramatically. In the previous incarnation of enterprise technology, line-of-business owners were forced to choose between pre-baked commercial off the shelf (COTS) software, which was difficult to customize and often did not truly meet the business’s unique needs, or custom solutions that (though flexible and often […]

AIS’ work with the NFL Players Association (NFLPA) was showcased as a Microsoft Featured Case Study. This customer success story was our most recent project with NFLPA, as they’ve sought our help to modernize multiple IT systems and applications over the years. We were proud to tackle the latest challenge: Creating a single, shared player […]

While it isn’t quite as good as having complete control of your CSS, Dynamics CRM (2015 Online Update 1, and On-Prem 2016) now offers a feature called Themes. Themes enable the organization to customize their CRM Web interface to some degree, although we still don’t have complete control of the styling. There are plenty of good […]

If you’ve ever had the need to add document management capabilities for your entities in CRM, you already know that CRM 2013 and CRM online rely on SharePoint for this functionality. This out of the box integration point is well documented and available for configuration in the CRM administrative interface. When set up, users can […]

Recently, I worked on a project that required me to programmatically set up Field Security in Microsoft Dynamics CRM 2011. Field Security allows you to designate selected fields (of selected entities) to be “secure” – which means only a certain group of users can have access to it. This access is made up of three operations: […]

Attachments, Notes, and Annotations How do you handle document storage and management in CRM? While this is a prominent feature in SharePoint, it is not as obvious or as easy to use in CRM. However, if you have a need to attach and manage documents in CRM, there is a provided option. CRM offers a […]

Microsoft Dynamics CRM is an interesting and powerful business application. A core out-of-the-box (OOTB) benefit of Dynamics CRM is the ability to extensively tailor the application to address business needs, and here there are two approaches to consider: development or customization. Determining which approach to take is the key to maximizing the benefits of Dynamics CRM […]