Category Archives: Dynamics CRM 2016

Watch out for Issues with Version & Updating Plug-in assembly in Dynamics 365/CRM

Introduction: Plugin Assemblies are versioned and need to be signed with a strong key for them to be registered to Dynamics CRM. Any update to the library and compiling the project may cause the version # to change or to maintain versioning practices you may decide to change the version # and this can cause […]

Controls in Dynamics 365 for Mobile App: Auto-Complete

In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia and Website Preview Control. Website Preview Control allow users to get a brief description of the URL they enter in the ‘Website’ field right within Dynamics 365 Mobile and Tablet app. Today, let us discuss Auto-Complete […]

Modify OOB ribbon button for Specific Activity Type Entity

Introduction: We recently had a business requirement where we wanted to hide the ‘Mark Complete’ OOB button from the home page of Activity entity. However, we wanted to hide this button for Service Activity entity and not for other activity types like Task, Appointment, Email, etc. ‘Mark Complete’ is a button on the Home Page […]

Dynamics 365/CRM + Add-Ons = Better Productivity

People drive businesses! When you equip people with the right tools, they can conquer complex situations effortlessly. Dynamics 365/CRM is a platform designed to empower users to achieve more. In addition, there are many add-ons and integration solution for Dynamics 365/CRM, which further extend its capabilities. Add-Ons and Integration apps for Dynamics 365/CRM allow users […]

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 […]

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 […]

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 […]

Gamification for Dynamics 365/CRM – Take User Adoption to the next level!

Successful implementation of any application in any organization highly depends on user adoption of that application. Our clients and partners loved User Adoption Monitor and how it enabled them to improve user adoption of Dynamics 365/CRM significantly. We have been working for quite some time now to take the User Adoption Monitor to the next […]