Category Archives: Dynamics CRM

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 »

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 »

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 »