Archive for the ‘Microsoft Dynamics CRM’ Category

Microsoft Dynamics 365 – CRM (on-premises) and Multi-tenancy

Wednesday, March 22nd, 2017

Dynamics CRM offers a rich set of capabilities that allow companies to implement robust solutions to cover complicated business requirements. Dynamics 365/CRM streamline processes and increase profitability specially in your sales and marketing divisions. It’s an enterprise business solution that helps organizations to take care of their customers management life cycle.

Multi-tenancy in Dynamics CRM :

Multi-tenancy refers to a pattern in software architecture where a single instance of the software runs on a server(s), serving multiple client-organizations/tenants.


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Value added tax (VAT) on Dynamics CRM invoices

Friday, March 10th, 2017

Dynamics CRM Invoicing  – A better way to handle VAT (value added tax)

Dynamics CRM is a Customer Relationship Management System., and handling billing related operations with CRM is really a complex and tricky job because its not an accounting/billing system !  though CRM system does offer a basic invoicing flow but sometimes complex system customization is required in CRM to cover the complete billing life cycle.

We have a requirement in one of our Dynamics CRM / “Dynamics 365 for Sales” setup to add a handling in invoice entity form that will calculate VAT amount based on provided percentage value by billing / sales department.


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Microsoft Dynamics 365 Server

Thursday, February 2nd, 2017

Dynamics 365 (On-Premises)

Dynamics 365 is a Combination of CRM and ERP, It is a cloud-based enterprise system with maximum flexibility and offers sound customization basis. Dynamics 365 bundles CRM & ERP (Finance/Operations) capabilities that combines Microsoft’s best technologies all into single enterprise system.

Difference between Dynamics CRM 2016 and Dynamics 365

As part of December 2016 update for Dynamics 365 (online and on-premises), the product name changes from Microsoft Dynamics CRM 2016 to Microsoft Dynamics 365. Dynamics 365 will provide a new application platform and common data model which will pair across other cloud apps like Microsoft Power-Apps, Power BI and Microsoft Flow along with Office 365.


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MachPanel – Gateway to Cloud Automation

Monday, March 2nd, 2015

Get aligned with industry’s leading cloud automation solution. MachPanel’s latest build uncovers plenty of new features, functionality enhancements and 3rd party integrations. Below listed are some of the major highlights:

Now, Introducing Microsoft Dynamic CRM 2015 and Hyper-V Generation 2 VM support!

What’s New?

Why MachPanel?

Dynamic CRM 2015 Integration Cost Effective Cloud Automation Solution
Hyper-V 2012 R2 Generation 2 VM Support 360° View of Business Operations
Enabling WHMCS for Resellers 24×7 Worry Free Experience
Smartermail 13 Integration Free Upgrades and Maintenance
ADSync Usage Reports per Organization Fully White Labeled Unified Control Panel
Easy and Enhanced AD User Management Personal Account Manager and Product Training
Enhanced Customer Management No Hidden Cost or No Long-Term Agreement
Enhanced Lync Call Billing and Reporting Competitive Edge on Latest Technology Support
Usability Enhancements etc. Turn-key Assistance by Microsoft Technology Experts

MachPanel support for Dynamics CRM 2015 and Hyper-V 2012 R2 Generation 2 VM’s adds up more strength to your product offering and gives you an edge to be the first one in the industry to offer latest Microsoft products. Aside, MachPanel also has enabled WHMCS for resellers and enhanced customer manage allows your to move them between providers, resellers and convert them into resellers. Further improvements are made in AD user management via AD interface, ADSync usage reports based on each organization alongside usage reports on Lync calls and billing.


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Top 5 New Features of Dynamics CRM 2015

Sunday, January 25th, 2015

Microsoft just recently announced release of Dynamics CRM 2015 with a plenty of new features and enhancements compared with earlier versions of Microsoft CRM. In the following, we have summed up top 5 features from a huge list of the CRM 2015 feature list.

1.    E-Mail Editor:

The new email editor in CRM 2015 is really a blessing for marketing individuals because it lets you create emails with drag and drop controls alongside having advanced editor for HTML/CSS manipulation.

2.    Enhanced Business Processes:


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Gateway to Cloud Automation: A Unified Approach

Monday, April 7th, 2014

Enormously getting enriched cloud arena is pivotal to everyone involved in hosting and related services industry to facilitate users urge to mobility and access to required data and information right away. Many of the businesses have reshaped their infrastructure to get aligned with technology and seek a pathway to get into clouds in order to provide OTG services based on cloud technology. MachSol Inc. is one of such technology provider that can help you to upgrade not only your business model to offer cloud services but can automate your entire cloud business in a unified manner. If you are the one to offer hosted services to your clients, look no further because you will need nothing more than MachPanel - Cloud Automation SolutionMachPanel to completely automate your cloud business by means of the following MachPanel modules:


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Microsoft CRM 2013 – Start Selling Hosted CRM

Saturday, February 8th, 2014

To keep up the pace and technology support, MachSol is speedy enough to roll up MachPanel support for Microsoft CRM 2013. With latest release of MachPanel, you can start selling Hosted Microsoft CRM 2013 to your resellers and clients. MachPanel’s CRM implements all operation of Microsoft CRM together with support for multi-tenancy, enabling your enterprise to improve productivity and work smarter.

MachPanel CRM - Microsoft CRM 2013 Automation Solution

MachPanel CRM adds billing, provisioning and management of Microsoft CRM Services to your hosted services. It allows your enterprise to perform better and in its entirety, by covering every functional capability (e.g. CRM site creation/deletion, Enable/Disable CRM site, CRM Site/Users/Domains, roles management, reporting etc.) Below are some of the prominent features of Microsoft CRM 2013 supported by MachPanel – whilst you can view the complete features list here.


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Configuring IFD with Microsoft Dynamics CRM 2011

Monday, April 2nd, 2012

Configuring IFD with Microsoft CRM 2011Internet Facing Deployment (IFD) configurations have been significantly varied from Microsoft Dynamics CRM 4.0 to Microsoft CRM 2011. In the following post, these changes have been listed but before we move onto them we need to know ADFS. Active Directory Federation Services (ADFS) help organization to validating users from partner organizations based on highly secure, scalable and extensive identity access solution. For example, if you are using Windows Server 2008 R2 and you want to grant permissions to external users to your some resources within your organization in a secure and simple way then you can use ADFS to ensure external users are securely authenticated and granted access. Using ADFS can also help you to establish trusteeship between untrusted resources and your organizational domain resources. In short, following are the changes that have been prominent from Dynamics CRM 4.0 to CRM 2011.


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Microsoft Dynamics CRM 2011- Top Features

Wednesday, June 15th, 2011

Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011

In January 2011, Microsoft released newer version of Dynamics CRM which was shipped with a lot more enhancement not only in GUI but also in functionality, configurations and integrations with other apps and specially Microsoft Office. Alongside major improvements, Microsoft rolled out for support for cloud based hosted CRM and on-premises CRM deployment which targeted winning the battle in Hosted CRM marketplace.
Withal, following is the list of top features of Microsoft Dynamics CRM 2011:

  + Rigorous Integration with Microsoft Office
      - Contextual ribbon same as in Office 2010
      - Browser clients for Dynamics CRM
      - Improved user experience and personalization
  + Personalization and User Experience
      - Workplace personalization
      - Locale settings
      - Dashboard customization
  + Business Intelligence
      - Multiple Dashboards
      - Trend Charts and Insights
  + SharePoint Integration
  + Microsoft Dynamics NAV Integration
  + Microsoft Dynamics Marketplace
  + Cloud Based Deployment
  + Customization and Development


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How to Install and configure CRM Language Pack

Wednesday, June 16th, 2010

CRM allows you making desired customization either its some functionality or support of other languages. MachPanel completely supports Microsoft Dynamics CRM and enables you exploit its diverse functionality and customizations. Following is a step by step guide to install and configure CRM language pack.

1. Download CRM language pack

CRM Language Pack

2.  Select your required language and hit to change then go for download and run the installer on CRM server.

3. Open your  CRM organization and Click on settings>> Administration>> languages


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