Working with Integrated Parature KB and MSCRM 2016 Online

After integrating Parature KB and CRMOL, we would like to show you how the connectivity works. In this simple video, you can see how to create KB articles in Parature and how they map to the Cases in MSCRM.

Here's how we integrate them!

Working with Security Roles

When working with security roles, we often come up with changes to them. And at those times, we might end up with making changes and testing them, shifting through tabs now and then. This could create confusion as to what was the original role security setting, what was changed, what is working, etc.,
To avoid confusion, one alternate I use is, to create a copy of the role that has to be changed. Then perform the changes for the role and do a thorough testing and then finalize the security setting. We can then discard the role that we created, maintaining the updated copy.
I have also found another tip for this and here it goes : Tip

Parature for CRMOL

Parature knowledge base integration with Dynamics CRM works only with CRM Online and not with on-premise.

Click here for more information on this.

New Dynamic UI Dashboard - Interactive Service Hub

The Interactive Service Hub is a new intuitive and interactive experience for managing Customer Service in Microsoft Dynamics CRM. It's loaded with richer dashboards and redesigned forms that pull together key information so you can focus on what's more important and get things done faster.

Watch this video to know more!

Intergrate Parature Knowldge into MS CRM

Parature and MSCRM are good applications and when working with them we need to remember that Parature can be integrated only with CRM Online but not for on-premises CRM. To know more info, check out this link : CRM MSDN.

Simple “Keys” to perform Duplicate check

Duplication Detection Rules are always the way to go with detecting duplicate data. But sometimes we might want a simpler alternate to do this. There are these Special and Simple KEYS that can be created to ensure data integrity. We create a Composite key by the combination of the attributes on which we perform duplicate check. This Composite Key does not allow records with duplicate values in the key attribute fields to be saved.

Let’s see how to do this!

Field Level Security - Maintaining Data Confidentiality

Microsoft Dynamics CRM is handles large volumes of Data. Some parts of the data might be confidential and needs to be hidden. Until now this was by show/hide, but with MS CRM 2015, this is made available using the Field Level Security.

Here’s what we need to do!