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!

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!

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!