Thank You for interacting with us at D365UG/CRMUG Summit Nashville!

We were at the CRMUG Summit Nashville last week as a proud Gold Sponsor, and it was an amazing experience! This year’s Summit was even bigger and better than before; This year’s Expo Hall was the largest in Summit history! With over 1,000 Pre-Conference Academy registrations and 100+ Pre-Conference Academy Training Classes, it was a… Read More »

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype Fields

Introduction: Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form). Formatting the Number and Currency datatype fields: The user can format the datatype fields by simply navigating to Settings >… Read More »

Working with Report Pre-Filtering for related entities using Fetch XML

Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More »

Attach Documents from Microsoft Dynamics 365 Portal

Introduction: Organizations use Microsoft Dynamics 365 Portals as a hub for making relevant information available to the users at the right time. Many organizations need their portal users to attach documents that get stored in CRM but can be easily accessed from the portal for effortless information flow. Steps to attach documents from Microsoft Portal:… Read More »

Attending CRMUG Summit Nashville? Let’s catch-up at Booth 724!

We are ready for one of the biggest gatherings of Dynamics 365 peers, CRMUG Summit Nashville. Summit brings the Dynamics CRM community together from all over the world to interact, network, and get inspired. As a Gold Sponsor, we will be exhibiting our flagship product, Maplytics™, which is a native Map Visualization, Routing & Geo-analytics… Read More »

Dynamics 365 Field Service: Generate Agreement Work Order in Advance

Introduction: Field Service capabilities in Microsoft Dynamics 365 helps service organizations in managing resources, work orders, inventory, customer assets, and more to improve overall resource productivity for on-site installation & maintenance services. In this blog, we will discuss how the work order generation process can be automated out-of-the-box. Generating Work Order in advance from Agreements:… Read More »

Save Time by attaching Dynamics 365 Quote to an Email in a Single Click!

What do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently? You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process… Read More »

Fixed – AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint. In one of our earlier… Read More »

Open Voice of the Customer survey link in a specific language using translations

Introduction: Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and survey activity, refer this article. In this blog, we will guide you through the process of opening a Voice of the Customer Survey… Read More »

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user level personalization! The new release is more user-friendly than its predecessors and empowers the user to do more on the map within Dynamics 365 Customer Engagement and… Read More »

Fixed – ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId’ error while processing Email Attachment using SSIS

Introduction: While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments. However, when we did a run for this, we were facing the below error. ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId.’… Read More »

Populate the details from the Parent record to Child record in Resco

Introduction: Recently we had a business requirement to populate some of the details on the Child record from the Parent record when the child record is created by clicking the ‘+’ button on the child record sub-grid in Resco. We can achieve the above-said functionality easily in Dynamics CRM simply by adding the attributes mapping… Read More »

Click2Clone for Dynamics 365 is now even more powerful!

Click2Clone is a productivity app for Microsoft Dynamics 365 Customer Engagement that empowers the users to automate the process of copying OOB & custom MS Dynamics CRM entities. Click2Clone simplifies the process of creating new records in Dynamics 365 and helps CRM users to significantly reduce the time spent on manual data entry and improve… Read More »

Make the Business Process Flow fields to be required conditionally

Introduction: Recently, we had a business requirement to make some fields, present in the Business process flow stage, to be required conditionally based on the value selected in one of the fields in the BPF stage. First, we tried to achieve this by writing a client side JavaScript code to make the Business Process fields… Read More »

Changing the title of a custom Signature tab in Resco

Introduction: Resco is amazing, and as we dive deeper, we are amazed at the flexibility the app offers to customize various aspects. Be it a form, view, or a custom tab, the extent to which a particular section can be customized is countless. This time around, we were impressed by the way Resco allows to… Read More »