Adventures with Microsoft.Xrm.Tooling in Microsoft Dynamics 365 Customer Engagement

Microsoft.Xrm.Tooling.Connector library has been made available by the Dynamics CRM SDK team to make it easy to perform common operations, using direct functions that have been exposed for these. Exploring the library in came in with a learning experience with subtle differences in how we were used to doing it earlier using API libs available.… Read More »

Approaching Storage Limit in Dynamics 365 – Watch out VOC logs

Introduction: The storage size in Dynamics CRM Online is limited to the size you have purchased or you are eligible for based on your license structure. The usual culprits have been 1. Plugin Trace Logs: Turn it off from the System Settings as shown below 2. Attachments: Look for email attachments and notes attachments and… Read More »

Dynamics 365 Service Administrator now available in Office 365

Introduction: To manage instances of Dynamic CRM, earlier the user had to be designated as a Global Administrator. But with the Global Administrator as the name suggests, the user had access throughout Office 365. To resolve this Office 365 now provides the option of assigning the role of Customized Administrator. With Customized Administrator, you now… Read More »

Be inspired at D365UG/CRMUG Summit Nashville! 113 days to go

One of the most engaging and inspiring conferences in the Dynamics CRM ecosystem, D365UG/CRMUG Summit Nashville is back, and we are quite excited to be there once again! D365UG/CRMUG Summit to be held in Nashville, TN from 10-13 October 2017 is THE go-to conference that brings you the opportunity to get inspired and interact with… Read More »

Tip: Using SendEmailFromTemplateRequest to directly send an email using the Email Template

Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More »

Your One-Stop Guide to Get Started with Dynamics 365 & QuickBooks Integration

We live in a fast-paced digital world. Technology is evolving by the minute and software are updated more frequently than ever! To keep up with the pace, the information related to the software should be updated regularly, organized, and available in one place. We believe that innovation and information are the building blocks of great… Read More »

Click2Export is Now Available on Microsoft AppSource

Microsoft AppSource is the single destination for business users to find and try line-of-business SaaS apps. Apps available on AppSource work with Dynamics 365, Power BI, Cortana Intelligence and Office 365. Productivity add-ons from Inogic for Dynamics 365 are already available on AppSource. Today we are pleased to share that we are adding yet another… Read More »

Unable to connect IFD CRM using Plugin Registration Tool

When we setup IFD configuration for Dynamic 365 it doesn’t always go smoothly. Sometimes, after configuring IFD, the CRM connects through the web client, but it does not connect using Plugin Registration Tool. The below message is displayed while connecting CRM using Plugin Registration Tool: We have faced this issue many times and have found various solutions!… Read More »

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Introduction: Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience. Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others. Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for… Read More »

Feature Enhancements to Notes in Dynamics 365 for Phones and Tablets

Introduction: Microsoft Dynamics 365 comes with many functionality enhancements that offer a seamless and integrated user experience on the web and mobile client to empower on the go users. Some of the feature enhancements use the on device hardware to offer a refined experience to the user. One such feature enhancement is in the Notes… Read More »

Maplytics is now Certified for Microsoft Dynamics (CfMD)

We are pleased to announce that Maplytics™ is now one of the first geo-analytical mapping solutions to be Certified for Microsoft Dynamics (CfMD) by meeting Microsoft Corp.’s highest standard for partner-developed software. Maplytics can now carry the distinct Certified for Microsoft Dynamics logo Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and… Read More »

[Webinar] Experience Real World Examples of Mapping Solution in Dynamics 365

Recently we hosted a Live Webinar on 26th April, 10 AM GMT, and it was a phenomenal success! Responses received from the attendees were great, and everyone loved our Geo-Analytical Solution for Dynamics 365. However, interested people from other regions missed the Webinar due to the time zone difference. Now, we invite everyone who missed… Read More »

Tip – Call JavaScript on change of the field on Form in Resco

Introduction: Resco Mobile App is a boon for the Field Technicians; it’s crisp, it’s smooth and has a lot of functionalities that could ease the life of a Technician. Resco provides us Form Rules to perform many things in the face of onchange, onload and onsave event on the form. Limitations: We could say, Resco… Read More »

Stage-gating a Business Process Flow using two-options attribute type in Dynamics 365 Customer Engagement

Introduction: Business Process Flows (BPF) have been around for a while now. BPF aid user adoption by guiding the users through the process that need to be followed at each step of the sales stage. You can add various stages in the business process flow to indicate the stage at which this record take for… Read More »