Category Archives: Dynamics 365

[Live Webinar] Mapping App for Dynamics 365 – Locate Productivity

Sales, Service, and Marketing are essential elements for every organization to reach out, acquire and maintain a loyal customer base across diverse geographies. Sales, Service and Marketing Teams need to be super-efficient and be prepared for all kinds of hurdles they face while working towards the success of their organization! For Sales and Service Teams,… Read More »

Modify Maximum Active Business Process Flows allowed per entity in Dynamics 365

Introduction: Business Process Flow was introduced around CRM 2013. Business Process Flows can be used a guide to assist the users with the business process to be followed. Take for example Lead; your business could define the various stages and actions that need to be performed before a lead is qualified. To ensure that these… Read More »

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

Business reports compiled from Dynamics CRM data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports are very useful for the Organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not the best… Read More »

[SOLVED] Issue with moving Actions between environments using Solutions

Issue: Recently, while moving an Action from Dev environment to the Production environment through solutions, we faced an issue of “Resource not found”. Though the action seems to be imported successfully, it didn’t appear to work and was showing the mentioned error. Cause: Further investigating the issue, we came to know the reason behind it.… Read More »

Inogic can help you with Dynamics CRM Development, Implementation, Migration & More

It has been 11 years since we first started Inogic back in 2006. Back then, Microsoft just upgraded the Microsoft CRM 1.0 and rebranded it to Microsoft Dynamics CRM 3.0. Since then, the application has evolved significantly, and we have been evolving with it and have adopted new technologies along the way to keep up… Read More »

Views show no records – Double check Field Level Security in Dynamics 365/CRM

Apart from Security roles that allow controlling record level access, Dynamics 365/CRM also supports Field Level Security that allows you to control access to individual fields. Using Field Level Security, you can control ‘Read’, ‘Update’ and ‘Create’ access. If a user does not have “Read” access to a particular field, a lot of your processes… Read More »

Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM

Introduction: For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the requested charts using the data currently being displayed in the View. It is only recently that we discovered a hidden gem, the… Read More »

Using Entity Reference Output Parameter in Workflow Assembly

Introduction: Workflows in Dynamics CRM (now known as Process in Dynamics 365) allow users to create and manage automated business processes. It can be used to update entity records or related entity records. Using the OOB Workflow we can only update records which are accessible under the Workflow context. If you want to update any… Read More »

Plugin Pre-validation Operation to Show an Error Message as well as Log the Error

Introduction: We had a business requirement, where we created a custom entity with a grid of Associated Accounts. Here, we wanted to restrict the Account while adding Accounts in the Associated View. We wanted to do this when the Account does not have the status reason ‘Approved’ by showing an error message and sending an… Read More »

Controls in Dynamics 365 for Mobile App: Input Mask

Introduction: Dynamics 365 provides a wide variety of controls which allow developers to add interactive components in the Dynamics 365 mobile app. Each control supports a specific set of input so you can handle variety of data inputs, for instance when a user enters a text, scans a barcode or simply touches a button. This… Read More »

Sort Activities by Custom Date fields on the Social/Activity Pane

Introduction: Dynamics 365 added a new “Sort Date” field (attribute) in Activity entity. With the addition of this new attribute, we can now set the Sort Date field as per customer requirement. You can now sort the activities on social pane in Dynamics 365. However, the fields shown there are only the ones present on… Read More »

Dynamics 365 Apps for Sales Managers

Dynamics 365 gives you the flexibility to add Apps that makes your business processes efficient. With the introduction of AppSource, Microsoft is making it easier than ever to find Apps for your Dynamics 365 thereby making your CRM implementation successful and a lot more powerful! We understand that businesses around the world needs innovative Apps… Read More »

Custom solution components missing from Site Map – Solved!

Introduction: With Dynamics 365 came in the concept of app modules. Every module be it Sales, Customer Service or Project Service, Field Service, are all app modules. You can now decide to install either or all of the modules to your CRM. How do you locate your modules? Clicking on Dynamics 365 on the top… Read More »

Configure Rollup view for activities with Dynamics CRM/365

Introduction: This is another “big” enhancement that I am sure a lot of us had been waiting for. This has now been enabled for Account and Contact Entities. Ever since Dynamics CRM has been around, you would have seen the activities view on CRM has a drop-down for filtering the view with the following options.… Read More »

Maplytics Jan 2017 Release Coming Soon – We speak your language!

Hello 2017! We are not stopping and what’s more special than to start New Year with a great news! This New Year brings a New Maplytics Release! Last year we came up with two major releases, Maplytics May Release and Maplytics August Release and with these successful releases, many of our users were curious what… Read More »

Configure Booking Recurrence Pattern based on Custom OptionSet

Introduction: In the Field Service, we can provide preventive maintenance to the client, based on the recursive work order. To create recursive work order automatically based on certain date interval, we need to configure the Booking Recurrence pattern. To configure, we set the date interval and based on this date interval the Booking Date record… Read More »