Unable to Load View in Dynamics 365

Introduction: Recently, we upgraded Dynamics CRM 2011 to Dynamics CRM 2016(8.2). Everything was working well except for one View that was unable to Load and was throwing an error as shown in the screenshot below; We downloaded the error details by clicking on the ‘Download Log File’ button, and found the exact error message; ‘Condition… Read More »

Maplytics August 2017 Release – Uniquely Yours!

Gear up Maplytics users, the Maplytics August 2017 Release is here, and it is power packed with new capabilities to further elevate your geo-analytical mapping experience within Dynamics 365 Customer Engagement! The new release has remarkable new features and upgrades to make your geo-analytics within Dynamics 365 more efficient! Our core focus for this release… Read More »

Exporting and Sharing Dynamics 365 Reports Made Easy!

Business reports are a primary mode of communication in an organization that adds immense value to the business processes. One of the primary reason why organizations choose Microsoft Dynamics 365 Customer Engagement is because of its reporting capabilities that enable users to analyze the enterprise data for actionable insights. Reports compiled from Dynamics CRM data… Read More »

Microsoft Flow – Create record in Dynamics 365

Introduction: Recently we received a requirement to integrate a mailbox not configured in CRM and external to CRM with Dynamics 365. The client had an enquiry mailbox, and they did not want the emails to be created in CRM, and therefore it was not configured. However, they did want that the lead should be automatically… Read More »

Configure Delete Record on Entity List in Microsoft Portal

Introduction: Entity List allows users to show the lists of records in Microsoft Portal. Recently, we had a business requirement to configure Delete record on the Entity List in Microsoft Portal. Configuring actions for Entity List is similar to configuring actions for Entity Form. Steps to configure Delete records from Entity List Grid: 1. Go… Read More »

TIP: Setting Value for Option Set in OOB Workflow

Introduction: Recently we had a business requirement to maintain Opportunity Status change history. So, to achieve this, we created a custom entity and developed the OOB workflow to create a custom entity record and Send an email to the owner. First, we created a custom entity ‘Opportunity Status History’ with the below-mentioned fields; 1. Opportunity… Read More »

Remove New Registration Process completely from Microsoft CRM Portal

Introduction: Microsoft CRM portal allows organizations to set up their portal with minimal steps. However, the organization may require customizing a portal to accommodate their business needs. One common business need is whether the portal should have the ability to register a new user or not. When we install the Portal add-on, by default, the… Read More »

Fixed – Field Service database version is out of Sync error in Dynamics 365 Field Service V6.2.0.342

Introduction: As it was discussed in our earlier blog, the upgrade of Field Service solution to the latest version (6.1.0.1462), caused the ‘Field Service database version is out of Sync’ error. Well! This issue has resurfaced again when we upgraded the Field Service solution to the latest version (6.2.0.342). The Upgrade does not allow Account… Read More »

Tip – Setting Your Own Default View in Dynamics 365

Introduction: Microsoft Dynamics 365 provides lots of customization options for organizations to customize the system based on their business needs. Organizations can also customize the Default View that their users will see when they log in. However, in many cases, the users might feel the need to set their Default view i.e. personal settings for… Read More »

Multiple Microsoft CRM Portal Instances for Dynamics 365/CRM

Most often asked question is if one CRM can be used to host multiple portals? When you go through the deployment admin screen for CRM, you have the option to install multiple Portals; you are free to install Customer Portal as well as Partner Portal. This will go ahead and deploy the solution components and… Read More »

Avoid Manual Data Entry Challenges in Dynamics 365

Microsoft Dynamics 365 has radically changed the way businesses manage and improve their customer relationships. Adoption of CRM systems has been a huge productivity improvement for an organization’s business process. Even though digital transformation powered by Dynamics 365 has improved the efficiency, productivity, and business processes of organizations, manual data entry remains one of the prime… Read More »

Tip: Resolve Unknown Dependency Issue and Delete an Entity from Dynamics 365/CRM

Introduction: Recently we had a business requirement to delete a Custom Entity from Dynamics 365/CRM as it was no longer needed. As we all know, to delete an Entity, first we need to remove all the dependencies of the referred Entity from the system views, sub-grids, and plugins, etc. registered on that Entity. Issue: We… Read More »

How to Add or Remove users from Sandbox instance in Dynamics CRM/365

Introduction: Sandbox instance or Non-Production Instance was introduced with Dynamics CRM Online 2013, and it allows an organization to test and implement processes and avoid any complications and issues on the Production Environment. There may be situations where we need to test the process for multiple users with different security roles. In this blog, we… Read More »

Error Qualifying Lead in Dynamics 365 Customer Engagement

Issue: When qualifying a lead in CRM, we receive the following error message. “Unable to get property ‘getUserPrivilege’ of undefined or null reference Script” Reason: This was a customized system and we noticed the Company and Title field were missing from the lead form. Solution: Add the fields back on the form, and if required… Read More »

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 »