GopalSeri

/Gopal Seri
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Gopal Seri

About Gopal Seri

Gopal is an experienced IT professional with over 4 years’ experience working in applications support and development. He has proven experience in design and functional specification documentation particularly in CRM solutions across various industries including manufacturing, property development and health.
1 November, 2016
Gopal Seri

Field Service Product Type: Inventory or Non Inventory

By |November 1st, 2016|0 Comments

Microsoft has introduced a new add-on called Field Service for Dynamics CRM Online 2016 Update 1. Field Service is a complete package for field service management. While trying to learn Field Service functionality, I came [...]

14 October, 2016
Gopal Seri

Set Focus Buggy Behaviour with Boolean Fields in Dynamics CRM 2015

By |October 14th, 2016|0 Comments

As part of my current project, I came across a buggy behaviour regarding auto focus on form. The project was in Dynamics CRM 2015 (7.0.1.129) on-premise. The scenario was for a custom entity with large [...]

5 September, 2016
Gopal Seri

Dynamics CRM Business Process Flow Automation

By |September 5th, 2016|2 Comments

Business Process Flow (BPF) is an important concept in Dynamics CRM. It contains stages and steps to help the user know where they are at that point in time. The business process is divided into stages [...]

23 August, 2016
Gopal Seri

Configure Public Access to Office 365 Portal from Azure Server

By |August 23rd, 2016|0 Comments

When you create an AdxPortal on the server and try to access from outside, you may be presented with the below screen where you can’t access the site. In this blog, I will discuss how [...]

9 July, 2016
Gopal Seri

Power Objects AutoNumber add-on for Microsoft Dynamics CRM 2016

By |July 9th, 2016|0 Comments

Power AutoNumber is an add-on tool for Microsoft Dynamics CRM from PowerObjects. This tool is used to generate auto numbers, more specifically, random numbers, dates, times, letters or a mix of all. Power AutoNumber is [...]

30 May, 2016
Gopal Seri

PowerCalendar: Dynamics CRM 2016 Add-on

By |May 30th, 2016|0 Comments

PowerCalendar is a simple tool which gives a calendar view of all activities in Dynamics CRM. It is an add-on tool for Dynamics CRM from PowerObjects. This tool is more useful for users who don’t [...]

24 April, 2016
Gopal Seri

Mapping Icons into Microsoft Dynamics CRM with ‘Iconator’

By |April 24th, 2016|1 Comment

When you create custom entities in Dynamics CRM, they come with no image, that is, no icon next to the entity’s name. XrmToolBox has a very good tool, Iconator, to load icons to Dynamics CRM [...]

2 April, 2016
Gopal Seri

Replicate Views in CRM 2016 Using XrmToolBox

By |April 2nd, 2016|0 Comments

If you want to replicate the same number of columns in multiple views, for example Opportunities at each stage of a business process flow, there is an easy way to do it. Use XrmToolBox application [...]

19 March, 2016
Gopal Seri

Finding Mandatory Fields in Dynamics CRM Entities Using XrmToolBox

By |March 19th, 2016|0 Comments

Data import is critical part of any business. It is here that we often struggle about right kind of data and their related formatting, mapping and above all, missing on the required fields without which [...]

8 March, 2016
Gopal Seri

Importing Opportunities into Dynamics CRM

By |March 8th, 2016|0 Comments

You need to be careful and prepared while uploading data into CRM. Unprepared data could often fail or create problems if not organised. Importing Opportunities into Microsoft Dynamics CRM is tricky when you need the [...]