Category Archives: Dynamics 365

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 »

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 »

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

Introduction: Field Service has been one of the most celebrated module, since, its introduction in Dynamics CRM. Field Service has many business cases, and if it is used to its full potential, it can boost company’s efficiency in terms of service. With every iteration of Dynamics CRM, since, the introduction of Field Service has brought… Read More »

[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 »