Monitor user actions in Dynamics 365/CRM on a Daily, Weekly or Monthly Basis

Microsoft Dynamics CRM is a powerful application that can significantly improve the productivity of an organization. To realize the true potential of the application, it is essential to know how the users are adopting Dynamics 365. The first step to improve the user adoption of the application is to educate the users about the benefits… Read More »

Meeting Quarterly Sales & Service Targets with Maplytics

In this data-driven economy, a Sales or Service Professional’s day is all about numbers. For their organization to be successful, engage more customers, and be ahead of the competition, the Sales and Service Teams set targets and try to achieve or exceed them. If the long-term goal of an organization is to gain a majority… Read More »

Setting Session Timeout in Dynamics CRM Online

Introduction: Earlier we had the option to set the session timeout in Microsoft Dynamics CRM On-Premises version. The session timeout for the online version, however, was defaulted to 24 hours. Microsoft has now provided the flexibility to modify the Session timeout for Dynamics CRM Online. Configuring Session Timeout for Dynamics CRM Online: To set the session… Read More »

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

Introduction: If ever we face the error Database Out of Sync, then the reason behind this is the Database Version field that’s there on the Field Service Settings form was not updated while installing the latest version. Between Field Service versions, as schema and feature changes, Field Service ships upgrade scripts to ensure seamless upgrade… Read More »

Unable to see the ‘Add Subcomponents’ and ‘Remove Component’ buttons in Dynamics 365

Introduction: ‘Add Subcomponents’ and ‘Remove Component’ buttons are one of the important features introduced in Microsoft Dynamics CRM 2016. This feature allows the users to select the components they want to have in their solution. In this blog, we will discuss why you are unable to see the ‘Add Subcomponent’ and the ‘Remove Component’ buttons… Read More »

Change default language name in drop-down using translations in VOC Survey

Introduction: Since the introduction of Voice of the Customer surveys in Dynamics CRM 2016, it has enabled organizations to offer feedback surveys to customers and gain insights about their products and services directly from customers. Note: To open Voice of the Customer survey link in a specific language using translations, refer this article. Changing default language… Read More »

Integrate QuickBooks & Dynamics CRM to Streamline Your Business Processes

With over 4.3 million businesses using QuickBooks, it is one of the leading and a preferred accounting application for SMBs. Also, according to a study conducted by Forrester polling 2,000 employees that were using Microsoft Dynamics CRM found that ROI, when a system is properly integrated, can exceed a whopping 245%. Businesses also prefer Dynamics… Read More »

Thank You for interacting with us at D365UG/CRMUG Summit Nashville!

We were at the CRMUG Summit Nashville last week as a proud Gold Sponsor, and it was an amazing experience! This year’s Summit was even bigger and better than before; This year’s Expo Hall was the largest in Summit history! With over 1,000 Pre-Conference Academy registrations and 100+ Pre-Conference Academy Training Classes, it was a… Read More »

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype Fields

Introduction: Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form). Formatting the Number and Currency datatype fields: The user can format the datatype fields by simply navigating to Settings >… Read More »

Working with Report Pre-Filtering for related entities using Fetch XML

Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More »